Your database
Your Whole Sphere, Organized in One Place
Every buyer, seller, past client and referral partner gets one record with notes, tasks and a full history of every call, text and email.
30-day trial · Plans from $99/month · Unlimited users
Illustration with sample data.
What is Contacts in RealtyCoworker?
Contacts in RealtyCoworker is the database that stores every person you work with, from new buyer leads to past clients and lender partners. Each record holds details, notes, tasks and an activity timeline. You can import lists, link contacts to companies, take bulk actions, merge duplicates, respect Do Not Disturb settings and restore deleted contacts.
What’s inside
Everything in Contacts.
Contact records
Each contact holds name, phone, email, tags and custom fields in one profile.
On the job: Store a seller's address, timeline and motivation on one record.
Explore Custom FieldsImport contacts
Upload a CSV to add or update contacts, matched by contact ID, email, then phone.
On the job: Import your old spreadsheet of past clients and closing dates.
Notes
Add notes to keep context on what a client wants.
On the job: Note that Dev's family needs four bedrooms near Jackson schools.
Tasks
Create tasks with due dates and assign them to users.
On the job: Assign a task to call a past client on their home anniversary.
Activity timeline
See calls, texts, emails, appointments and changes in one history.
On the job: Before a listing appointment, review every touchpoint with the seller.
Explore ConversationsDo Not Disturb
Turn off messaging by channel for contacts who opt out.
On the job: A contact replies STOP, and texting to them is blocked.
Companies
Group contacts under a company record.
On the job: Link loan officers to their mortgage company.
Bulk actions
Tag, message, assign or delete many contacts at once, with a log of each run.
On the job: Add a Spring Open House tag to 40 sign-ins.
Explore Smart ListsDuplicate management
Find likely duplicates by email, phone or name and merge them.
On the job: Merge the two records a buyer created from different forms.
Restore deleted contacts
Restore deleted contacts or undo bulk deletes.
On the job: Bring back past clients removed by mistake.
How agents use it
Contacts, on a real workday.
- 1
Moving from a spreadsheet
Import your sphere from a CSV, tag past clients and add closing dates so anniversary follow-ups can run.
- 2
Prepping a listing appointment
Open the seller's timeline to see every call, text and note before you walk in.
- 3
Cleaning up after a busy season
Merge duplicates from open house sign-ins and web forms so each person gets one message.
How it compares
RealtyCoworker vs the tools you might be paying for.
- Roundup · 7 min readBest CRM for Real Estate Agents in 2026How the big general CRMs compare with RealtyCoworker for what agents actually do: answering, following up and booking.Read the comparison
- Roundup · 7 min readBest Real Estate CRM Platforms for Agents in 2026We compared RealtyCoworker with Follow Up Boss, Lofty, BoldTrail, Wise Agent and LionDesk on pricing, AI, phone tools and real estate workflows to help you pick the right CRM.Read the comparison
- Roundup · 7 min readBest E-Signature Software for Real Estate Agents in 2026Six ways to get documents signed, from pure signing apps to transaction management to an all-in-one CRM. Here is how they compare for real estate agents and brokers, and how to choose.Read the comparison
FAQ
Contacts questions, answered.
Can I import my contacts from a spreadsheet?
Yes. You can upload a CSV file to RealtyCoworker. When updating, it checks for existing records by contact ID, then email, then phone, which helps avoid creating duplicates. Unlimited contacts are included on both plans.
How do I handle duplicate contacts?
You can merge selected contacts manually or use the Manage Duplicates tool, which finds likely matches by email, phone or name. You can also set deduplication preferences. Merging keeps one clean record per person, so a buyer who filled out two forms gets one message instead of two.
Can I recover a contact I deleted?
Yes. RealtyCoworker lets you restore deleted contacts and undo bulk deletes, so a mistake while cleaning your database does not have to be permanent. This is helpful after a big cleanup of open house sign-ins or an import that went wrong, since you can bring the records back.
What happens when a client texts STOP?
The contact is opted out of texting and their Do Not Disturb setting blocks further texts. Texting stays permission-based. Every contact should opt in before you text them, and business texting requires A2P registration. You can still reach them through other channels they have agreed to.