In the fast-paced world of real estate, juggling multiple listings, clients, and deadlines can feel overwhelming. That’s where RealtyUp comes in—your all-in-one, ready-to-use toolkit that helps you crush it in real estate. 💥

We’ve designed RealtyUp for go-getter realtors who want to spend less time managing tasks and more time closing deals. 🚀 You’ll be empowered to:

 • Streamline client relationships so nothing falls through the cracks.
 • Automate your listing management for faster turnarounds.
 • Boost your sales with smart workflows that save you time.

Say goodbye to the chaos of managing endless details and hello to a system that works as hard as you do! 🎉

Ready to grow your business without the headache?
Get instant access to RealtyUp and start scaling smarter today.

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Product Overview

get all the details of what's inside each lesson to propel your growth with clickup.

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Our Client Relationship Manager is more than just a database—it's the cornerstone of personalized service. Track every interaction, understand client preferences, and maintain a comprehensive history all in one place.

With our system, scattered notes and lost details are a thing of the past. Prepare to deliver a client experience that sets you apart.


Lesson 1: 👥 Client Relationship Management

Includes:

  • Video Walkthrough For Creating A ClickUp Dashboard To Collect Lead Pipeline Analytics
  • Video Walkthrough Of All Processes Included
  • Video Walkthrough Of Zapier Automations
  • Video Walkthrough Of ClickUp & Twilio Integration

  • Sellers Lead + Client Pipeline
  • Buyers Lead + Client Pipeline
  • Sellers Lead Intake Form
  • Buyers Lead Intake Form
  • Automated Process For Lead + Client Pipeline
  • Templates For Automating Form Platforms To ClickUp With Zapier

Manage your listings with unparalleled ease. Our Listing Management System provides a robust framework to track everything from initial details to the final offers.

Whether you’re juggling multiple listings or focusing on a select few, our system ensures you stay organized and proactive, never missing a beat.

Lesson 2: 🏡 Property Listing Management System



  • Video Walkthrough For Creating A ClickUp Dashboard To Visualize Property Database Analytics
  • Video Walkthrough Of All Processes Included
  • Video Walkthrough Of Zapier Automations

  • Property Database Pipeline
  • Property Listing Intake Form
  • Active Listing Client Project Management Process
  • Active Buying Client Project Management Process
  • Client Notes & Information Documents

Includes:

Gathering client information doesn’t have to be a chore or a clutter of paperwork. Our dual-purpose Client Forms revolutionize how you capture essential details, whether you’re dealing with sellers listing their properties or assisting buyers in finding their dream homes.

Streamline how you gather and store important client information, making every transaction smoother and faster.


Lesson 3:  📄 Client Forms Management

Includes:

  • Client Listing Form
  • Client Buying Form
  • Automations For Streamlining Form Intake & Review Process
  • Templates For Automating Form Platforms To ClickUp With Zapier

  • Video Walkthrough Of All Processes Included
  • Video Walkthrough Of Zapier Automations

Open houses are pivotal in real estate marketing, serving as a critical moment where potential buyers connect with properties.

Our Innovative Open House Planner and Feedback Collection system not only simplifies the logistics of organizing these events but also turns every open house into a valuable data-gathering opportunity.

Lesson 4: 🏠 Open House Management

  • Video Walkthrough For Creating A ClickUp Dashboard To Visualize Attendee Feedback Analytics
  • Video Walkthrough Of All Processes Included

  • Open House Task Management Process
  • Attendee Feedback Form
  • Open House File Management & Storage
  • Vendor Database
  • Vendor Information Collection Form

Includes:

Lose the stress of managing multiple transactions with our intuitive Transaction Coordination system. Keep vital documents and deadlines in check, and ensure you’re always ahead of the game.

Our tools help you manage the client journey with precision, from initial consultation to closing.


Lesson 5:  🗃️ Transaction Coordination

Includes:

  • Contacts Database
  • Transaction Coordination Task Management
  • Dates Tracking System
  • Transaction Coordination File Management & Storage
  • Client-Facing List For Public Sharing

  • Video Walkthrough Of ClickUp Dependencies Feature
  • Video Walkthrough Of All Processes Included

Centralize agent details and manage essential operational details with ease.

Our Agency Database and Internal Management system provides quick access to all the information you need, streamlining operations and enhancing communication within your team.


Lesson 6: 👥 Agency Database

  • Agency Database & Informational System
  • Passwords Manager
  • Platform Tracker Database
  • Agent Continued Education & License Management
  • Video Walkthrough Of All Processes Included

Includes:

Pricing Breakdown

get details on what's included
in each PrODUCT 

Unlock the complete RealtyUp Efficiency Suite for realtors, designed to streamline every aspect of your business:

👥 Client Relationship Management
🏡 Property Listing Management System
📄 Client Forms Management
🏠 Open House Management
🗃️ Transaction Coordination
 👥 Agency Database

Ready to streamline your real estate business?

*Please contact our Sales Team for license pricing for teams*

RealtyUp

purchase for $197

Get everything in RealtyUp PLUS hands-on support and expert guidance with RealtyUp Pro for just $49/month. 

 📆 Monthly Office Hours: Live sessions for real-time support, questions, and advice on optimizing your workflows.
 ☎️ The Deal Desk: Priority support with expert guidance and a 48-hour response time.
 📣The Realty Room: Connect with other realtors through community-driven discussions and shared insights.
 💻 Quarterly Masterclasses: Deep dives into advanced real estate automations and strategies to grow your business.
🚀Ongoing Updates: Stay ahead with new resources, features, and automations to keep your business thriving.

RealtyUp Pro

purchase now for$197 + $49/mo

Looking to take your business to the next level? With RealtyUp, you’re not just managing your current deals—you’re building a foundation that’s ready to grow as you do.

Seamlessly integrate ClickUp’s powerful tools to scale your operations, streamline your workflows, and prepare your business for the future. Scaling up just got a whole lot easier!

Realtors Ready to Scale with ClickUp

Got big dreams? RealtyUp is perfect for real estate pros looking to scale their business without getting bogged down by the daily grind.

Automate those time-consuming tasks, get your operations running like a well-oiled machine, and focus on growing your business and capturing new opportunities. Let us handle the details so you can think big!

Ambitious
Entrepreneurs

Are you the type of realtor who’s all about keeping things organized and running smoothly? With RealtyUp, you’ll never miss a beat—from managing client relationships to handling multiple listings with ease.

If you’re proud of your attention to detail and love delivering top-notch service, RealtyUp is here to keep you on top of your game.

Realtors & Real Estate
Business Owners

Is RealtyUp right for you?

RealtyUp Wins 🏆

Here’s what you can expect when you start using RealtyUp!

STOP WAITING, LET'S SET IT UP!

Boost Productivity: Say goodbye to juggling endless tasks! With RealtyUp, you’ll streamline your day-to-day by centralizing everything in one place. No more switching between apps and losing time—now you can focus on what really matters and get more done, faster!


 Happy Clients, Happy You: Want to keep your clients smiling? RealtyUp helps you deliver a smoother, more personalized experience that keeps your clients coming back for more. From automated follow-ups to organized client details, you’ll always be on top of your game.



Strategic Growth Made Easy: Ready to take your business to the next level? RealtyUp gives you the tools and data to make smarter decisions, fast. With insights at your fingertips, you’ll be growing your business with confidence and precision.


Seamless Scaling: As your business grows, RealtyUp grows with you! Add more users, manage more transactions, and take on more clients—without missing a beat. Scaling your real estate business has never been this easy.


Frequently Asked Questions


Due the digital nature of our products, we are unable to offer refunds for any product purchases.

Is there a refund policy if I decide the product isn’t right for me?

Yes! Whether you have never used the platform, are a ClickUp pro, or somewhere in between, this product can be customized to be as simple or complex as you want.

I've never used ClickUp before, will these work for me?

Absolutely! You will be able to add members to your ClickUp account to share the ClickUp templates with them.

Can I share the ClickUp templates across my team?