Get Up and Running in 10 Minutes
Get started with Realtor Desk: create your account, import your contacts from a CSV, and work your first lead with a guided checklist.
From signup to capturing leads in less time than it takes to drive to a showing. No technical skills required.
Your Command Center Awaits
Everything you need to manage leads, conversations, and deals in one beautiful interface
Unified Inbox
All conversations in one place
AI Insights
Smart lead scoring & recommendations
Real-time Analytics
We're Here to Help Every Step
Our Canadian-based support team ensures you never feel stuck
📚 Video Tutorials
Step-by-step guides for every feature
💬 Live Chat
Instant answers during business hours
🎓 Free Onboarding
Personalized setup assistance
Average setup time: 22 minutes (based on our beta onboarding sessions)
The first week, step by step
Day one: bring your contacts in
Import a CSV from whatever you use now — a spreadsheet, another CRM, an export from your brokerage. Fields map on screen before anything is written, so you see what will land where. Duplicates are matched on email address rather than name, which is what stops the same client appearing three times with three spellings.
Day one: point your lead sources at it
Website forms, portal enquiries and open-house sign-ups reach Realtor Desk through Zapier, Make or n8n, or by posting to a webhook directly. Each source is labelled, so after a season you can see which ones are worth the money.
Week one: work the pipeline
Leads arrive scored. You drag them between stages as things move, and the next action sits on the contact record with a date attached. That date is the thing doing the work — sort by it each morning and the list tells you who to call before the day fills up.
Week one: send email that holds up
Every marketing email carries an unsubscribe path and a consent record. If a contact has no recorded consent, the send is refused rather than attempted — that is deliberate, and it is how CASL exposure gets avoided rather than managed.
Afterwards: what you actually get out
Pipeline totals in Canadian dollars, lead source performance, and a CSV export of everything whenever you want it — including after you cancel. See the feature detail, what connects today or what it costs.