The Operating System
for Real Estate
CRM, transaction management, and AI copilot — unified.
Less chaos. More closings.
Powered by Riley, your AI copilot
Everything in one place
Stop juggling apps. Plot unifies your contacts, deals, documents, and communication into a single intelligent workspace.
Riley AI Copilot
Your persistent AI assistant that understands every conversation and handles the repetitive work.
- Reads emails, texts, and documents
- Drafts follow-ups automatically
- Makes outbound calls
Smart CRM
Every contact gets their own timeline, email address, and memory. Nothing falls through the cracks.
- Unified activity timeline
- Automatic logging
- Lead scoring & stages
Deal Management
Milestone-driven transaction tracking from offer to close. The calendar is the deal.
- Auto-generated timelines
- Risk warnings
- Showings tracker
Document Intelligence
Upload any document and Plot identifies, extracts, and files it automatically.
- Auto-identify document types
- Extract key fields
- Detect missing signatures
Communication Hub
Email, SMS, and calls in one place. Every thread gets AI summaries.
- Unified inbox
- Call transcriptions
- AI conversation summaries
Lead Capture
QR codes that flow directly into your CRM with auto-tagging and instant follow-up.
- Custom questionnaires
- Instant CRM ingestion
- Automation triggers
A year-round relationship
Most client portals disappear after closing. Plot keeps clients connected to you for life.
Buyers and sellers stay informed during the prep phase without constant hand-holding.
- Budget & affordability tools
- Credit improvement guidance
- Home search companion
Clients know exactly what's happening. No confusion, no anxiety calls.
- Shared timeline & calendar
- Document uploads & viewing
- Chat with you and Riley
The Homeowner Console keeps them connected for life.
- Maintenance & vendor requests
- Seasonal reminders
- Equity insights
Built for trust
“We stopped explaining ourselves on every call. Clients just check the portal.”
“Riley handles the follow-ups I always forgot. My database is finally working for me.”
“One system instead of seven. I got three hours back every day.”
Simple pricing
No contracts. Cancel anytime.
- Full CRM with unified timeline
- Deal timelines & calendar
- Client Portal
- QR Code Builder
- Riley AI (text + email)
- AI usage 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