The Operating System for Real Estate
Run your entire real estate business — clients, deals, vendors, communication, and AI — from one system. Plot replaces your CRM, transaction coordinator, follow-up tools, vendor network, and client portal with one intelligent platform powered by Riley, your AI copilot.
Less chaos. More closings. Long-term income beyond commissions.
Meet Riley — Your AI Copilot
Riley isn't a chatbot. Riley is a persistent agent that works across your entire business — receptionist, transaction coordinator, and operations manager in one.
Outbound engagement: Riley reaches out via calls, SMS, and email to learn statuses, gather information, and keep deals moving — so you don't have to chase.
Personalization: Choose your assistant's avatar and voice — make Riley feel like part of your brand, not a generic bot.
AI isn't bolted on — it's woven into every workflow. Query your data, automate responses, and let Riley handle the repetitive work so you can focus on relationships.
You tell Riley what you want done. Riley handles the execution.
The Agent Command Center
Everything you do lives in one conversation per contact.
Unique architecture: Every contact gets their own system email address. Lenders, inspectors, title — anyone involved in the transaction can email that address and it flows directly into the contact's timeline. No forwarding, no manual filing.
Core CRM
- Contacts with isolated memory
- Lead sources, tags, notes, preferences
- Automatic activity logging
- Pipeline stages
- Lead scoring & engagement tracking
Communication Hub
- Email inbox
- SMS threads
- Call logs with transcriptions
- Unified activity timeline
- AI summaries on every thread
No more switching apps. No more lost context.
Deals & Transactions
Milestone-driven, not task-chaos driven.
Showings tracker: Buyers plan showings, sellers approve and track who's visited, agents log time and mileage — all in one place. No spreadsheets, no guessing.
The calendar is the deal.
Document Intelligence
Upload any document — Plot handles the rest.
The Client Portal
A year-round relationship, not a 30-day transaction.
Most client portals disappear after closing. Plot's portal keeps clients connected to you for life — and it lives inside your CRM, not outside it.
The real work starts before escrow. Buyers and sellers have endless questions during the prep phase. Plot keeps them informed and in sync with you automatically, so you're not buried in "what happens next?" texts.
- Budget & affordability tools
- Credit improvement guidance
- Loan prep links
- Home search companion
Clients stay informed and prepared without constant hand-holding.
- Shared calendar timeline
- Milestone explanations
- Document uploads & viewing
- Chat with you and Riley
Clients know exactly what's happening and what's next — no confusion, no anxiety calls.
- Maintenance job posting
- Vendor bidding
- Seasonal reminders
- Warranty & appliance tracking
- Equity insights
The Homeowner Console keeps them connected for life.
Your client never outgrows Plot. And they never forget who helped them.
Vendor Marketplace
Turn your CRM into a monetizable ecosystem.
What Vendors Get
- Job requests with photos
- AI-written job descriptions
- Blind, fair bidding
- Scheduling inside Plot
- Performance tracking
- Zero subscription cost
What Agents Get
- Plot takes 10% per job
- Agent gets referral credit
- Works outside active deals
- Passive database monetization
This is not Yelp. This is transactional, contextual, and fair.
QR Code Lead Capture
Scan to CRM in seconds. No manual entry, no lost leads.
Paper sign-ins are dead.
Simple, Transparent Pricing
- Full CRM
- Deal timelines & calendar
- Client Portal
- QR Code Builder
- Riley (text + email)
- AI usage limits included
- Everything in Starter
- 1 phone number included
- 30 free voice minutes
- Pay-as-you-go voice ($0.25/min)
- Vendor marketplace access
- Usage dashboard
No contracts. Cancel anytime.