Real Estate CRM
& Transaction Management Platform
All-in-one CRM and transaction platform for real estate agents — manage leads, track deals, coordinate closings, and grow your business from one workspace.
Everything you need to dominate
One platform replaces your CRM, email tool, calendar, and transaction coordinator. Less tabs, more closings.
Smart Lead Management
Capture, score, and nurture leads automatically. Never lose track of a prospect again with automated follow-ups and status tracking.
Marketing Automation
Launch email drip campaigns, social media posts, and SMS sequences that run while you sleep. Built right into the platform.
Transaction Coordination
Stay organized from contract to close. Track milestones, deadlines, and documents in one timeline view.
Calendar & Task Management
Built-in calendar with day, week, and month views. Schedule showings, set deadlines, and never miss a follow-up.
Analytics Dashboard
Track new leads, total leads, active deals, closed deals, and active buyers with real-time dashboard widgets you can customize.
Business Contacts
Manage your network of partners, inspectors, title companies, and other professionals. Quick access to every key relationship.
See KoalifyHQ in action
A real look at the tools top-producing agents use every day to manage leads, close deals, and grow their business.
Your entire pipeline, at a glance
See every lead with their status — from New to Under Contract to Closed. Filter, search, and manage your entire client base from one powerful view.
Try it yourself
Track every deal from contract to close
See every milestone at a glance — surveys, pre-approval, inspections, title, and closing. Each step has status badges, due dates, and action buttons so nothing falls through the cracks.
Try it yourself
Stay on top of every showing and deadline
A packed calendar and powerful task manager work together so you never miss a showing, follow-up, or closing deadline. Filter tasks by type — calls, emails, texts, showings — and stay ahead of your week.
Try it yourselfUp and running in minutes
No complex setup. No training needed. Just sign up and start closing.
Connect Your Business
Sign up in 60 seconds. Import your existing leads, connect your email, and set up your agent profile.
Automate Your Workflow
Set up marketing campaigns, document collection flows, and task automations. KoalifyHQ does the heavy lifting.
Close More Deals
Watch your pipeline grow. Track every deal from first contact to closing day with full visibility and control.
One platform, three portals
Every stakeholder gets their own dedicated workspace — agents, partners, and clients — all connected seamlessly through KoalifyHQ.
Client Portal
Transparency builds trust
Client Portal
Transparency builds trust
Agent Portal
Your deal cockpit
- Pipeline dashboard with real-time stats
- Lead tracking with status badges
- Calendar & task management
- Marketing automation
- Transaction coordination
Partner Portal
Collaborate seamlessly
- Pre-approval status updates
- Document sharing dashboard
- Transaction collaboration hub
- Partner onboarding & directory
- Agent communication channel
Client Portal
Transparency builds trust
- Transaction timeline
- Document upload center
- E-signature integration
- Direct messaging
- Milestone notifications
Common questions
Everything you need to know about KoalifyHQ before you sign up.
KoalifyHQ is an all-in-one platform built specifically for real estate professionals. It combines a CRM, marketing automation, and transaction coordination with three connected portals — one each for agents, partners, and clients — so everyone involved in a deal collaborates from a single workspace.
KoalifyHQ removes the busywork that kills momentum. Smart Lead Management captures, scores, and nurtures every prospect so nothing slips. Marketing Automation runs your email, SMS, and social outreach while you're showing homes. Transaction Coordination keeps every milestone, deadline, and document on one timeline. And the connected Partner and Client Portals mean lenders, title, inspectors, and your buyers/sellers stay aligned without endless email threads. More time selling, less time chasing.
KoalifyHQ runs three connected portals on one platform. The Agent Portal is your deal cockpit with pipeline, calendar, tasks, marketing, and transaction tracking. The Partner Portal gives lenders, title officers, and inspectors a workspace to share status updates and documents in real time. The Client Portal gives buyers and sellers a branded view of their transaction, where they can sign documents, upload files, and message you directly. All three portals share the same underlying data, so when something changes — a new lead, a signed contract, a closed deal — everyone who needs to know is updated automatically.
KoalifyHQ is built for independent agents tired of juggling a CRM, marketing tool, and transaction coordinator; real estate teams that need shared visibility into the pipeline; brokerages that want consistent workflows across their agents; real estate partners (lenders, title companies, inspectors, marketing pros) who work alongside agents; and the buyers and sellers themselves, who want a clean, trustworthy view of their deal.
About 60 seconds to sign up, and a few minutes to import your existing leads and connect your email. There's no complex setup or training — most agents are tracking deals on day one.
KoalifyHQ is not a real estate lead provider or a website company. We don't generate leads for you — we help you manage, nurture, and close the leads you already have, wherever they come from (online ads, referrals, open houses, your website, or social). We are 100% focused on being the best real estate CRM and collaboration platform on the market — because how you handle a lead, coordinate a deal, and keep your clients informed matters far more than where the lead came from.
Most real estate CRMs serve only one person: the agent. KoalifyHQ is the only platform where agents, partners, AND clients each get a dedicated portal, all sharing the same transaction data. That means your lender sees the same closing date you do. Your client can sign a document without bouncing between three apps. Your inspector can flag an issue and the whole team is notified instantly. Other CRMs manage leads. KoalifyHQ manages everyone involved in a real estate transaction.
Ready to supercharge
your business?
Be among the first agents to take control of their pipeline. Get started today — no credit card required.