The CRM for solo agents and small teams
Plotline keeps every lead, client and deal in one calm pipeline, then tells you exactly who to follow up with today. Set up in an afternoon, no training required.
- 14-day free trial
- No credit card
- Import contacts in minutes
- to log a new lead at an open house
- 10 sec
- of who to call, waiting every morning
- 1 list
- to import a spreadsheet of contacts
- 5 min
- for your first 14 days, no card needed
- $0
Why Plotline
Most CRMs were built for call centers. Plotline was built for agents.
Real estate runs on relationships and timing. You need to know who you are talking to, what they want, and when to reach out next. Everything else is noise, so we left it out.
The usual way
With Plotline
The usual way: Leads scattered across texts, sticky notes and three spreadsheets
With Plotline: Every lead in one place, captured in seconds
The usual way: Follow-ups that live in your head until they slip
With Plotline: A short list each morning of exactly who to contact
The usual way: Dashboards and reports nobody opens
With Plotline: One screen that shows where every deal stands
The usual way: Weeks of setup, training videos and a consultant
With Plotline: Up and running the same afternoon
Features
Everything you need. Nothing you'll ignore.
Plotline covers the daily work of an agent and leaves out the clutter that makes other CRMs feel like a second job.
A pipeline that moves like your deals
Drag clients from first call to closing day. Rename any stage, and every card shows the next step at a glance.
Follow-ups that never slip
Set a reminder in one tap. Each morning Plotline lines up who to call, text or email, so warm leads stay warm.
Every conversation, one timeline
Calls, showings, notes and offers live on the client's record. Walk into every meeting knowing exactly where things stand.
Listings matched to buyers
Link homes to the clients who want them. When a price drops or a new listing fits, you know exactly who to tell.
Capture leads in ten seconds
Add a lead from an open house or a showing straight from your phone: name, number and the home they loved.
Made for small teams
Share one pipeline, assign new leads, and see who is following up with whom, without a single permissions meeting.
Product tour
One calm screen for your whole business
The three views agents live in every day: what to do today, the full story of each client, and the homes you are working.
Start every day knowing who to call
Plotline turns your reminders into one short list, sorted by urgency. Work through it between showings and nothing falls through the cracks.
- The most urgent follow-ups rise to the top
- Call, text or email in one tap, logged for you
- Snooze anything to the right day in one click
Good morning. Here is your day.
5 follow-ups, most urgent first
1 of 5 done
Tip: tick a follow-up off to see your progress move.
The whole story of every client, on one page
Every call, showing, email and note lands on the client's timeline, so you never dig through your phone before a meeting again.
- Budget, areas and must-haves always in view
- One clear next step on every record
- Spot clients who have gone quiet at a glance
Homes, and the buyers who want them
Add a listing and Plotline shows which of your contacts are looking for something just like it. When the price changes, you know exactly who to call.
- Matches based on budget, area and must-haves
- Track every home from coming soon to closed
- Share a listing with matched buyers in one step
How it works
Set up in an afternoon. Useful by tomorrow morning.
No onboarding project, no training videos. Three steps and you are working from a clean list.
- 01
Bring your contacts
Upload a spreadsheet or an export from your old CRM. Plotline matches the columns and merges duplicates, so you start with a clean list.
- 02
Make the pipeline yours
Start with stages built for real estate, or rename any of them to match how you already work. No consultant required.
- 03
Work the day's list
Open Plotline each morning and work through who to contact. Log the outcome, set the next step, move on. That is the whole system.
On your phone
Built for open houses, showings and the car in between.
Most of your work happens away from a desk, so Plotline works just as well on your phone. Capture a lead in the moment and follow up before anyone else does.
Quick add
Log a new lead before they reach the driveway. Name, number and the home they loved.
Tap to call or text
Reach clients straight from their record. Every call and message is logged for you.
Works with patchy signal
Notes save on your phone in a basement showing and sync as soon as you are back online.
Your data
Your clients are your business. We keep it that way.
Years of relationships live in your CRM. Plotline treats them with the care they deserve, and they always stay yours.
Encrypted throughout
Your contacts and notes are encrypted in transit and at rest.
Backed up every day
Automatic daily backups, so a bad day never costs you your book of business.
Export anytime
Download your contacts, deals and notes as a spreadsheet whenever you like. No exit fees.
Never sold, never shared
Your clients are never sold, rented or used to market anything to anyone.
Pricing
Simple pricing that grows with your team
Start on your own, add your team when you are ready. Every plan includes unlimited deals and the daily follow-up list.
Solo
For independent agents who want one clean system.
Start free trial on the Solo planper month
$288 billed yearly
- Up to 2,500 contacts
- Unlimited deals and listings
- Daily follow-up list
- Mobile quick capture
- Spreadsheet import
- Email support
Best for teams
Team
For teams of 2 to 15 agents sharing one pipeline.
Start free trial on the Team planper agent, per month
$240 per agent, billed yearly
- Everything in Solo
- Unlimited contacts
- Shared pipeline and lead assignment
- Team follow-up overview
- Admin and agent roles
- Priority support
Brokerage
For offices with 16 agents or more.
Talk to us on the Brokerage planCustom
Volume pricing
- Everything in Team
- Guided data migration
- Office-level reporting
- Single sign-on
- Dedicated onboarding manager
Every plan starts with a 14-day free trial. No credit card, no contract.
Questions
Questions, answered
Everything agents usually ask before they switch. If yours is not here, book a quick demo and ask us directly.
Still deciding?
Book a 20-minute walkthrough and we will show you Plotline with your own workflow in mind.
Book a demoMost agents are up and running the same afternoon. Import your contacts from a spreadsheet, choose your pipeline stages and you are ready to work your first follow-up list. If you would like a hand, we will set it up with you on a short call.
Yes. Export a spreadsheet from your current CRM, phone or email and upload it. Plotline matches the columns for you and merges duplicates, so you start with a clean list.
Yes. Plotline works on any phone, tablet or computer. Quick capture is designed for open houses and showings, so you can log a new lead in about ten seconds.
No, and it is not trying to. Plotline is where you manage relationships and follow-ups. Keep using your MLS for listings and your transaction tools for paperwork.
You pick a plan and carry on with everything you have set up. If Plotline is not for you, simply do nothing. We never ask for a card during the trial, so you will not be charged.
Your data is encrypted in transit and at rest and backed up every day. We never sell or share your contacts, and you can export everything whenever you like.
Yes. On the Team plan every agent gets their own login and you share one pipeline. Assign new leads, see who is following up with whom, and keep every note in one place.
Your next closing is already in your contacts.
Plotline helps you find it. Start free for 14 days, or book a 20-minute walkthrough with our team.