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Pocket Leadz
Cloud CRM for real estate & mortgage teams
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Pocket Leadz - 2026 Pricing, Features, Reviews & Alternatives


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Last updated: October 2026
Pocket Leadz overview
What is Pocket Leadz?
Pocket Leadz is a cloud-based CRM built for solo real estate agents, loan officers, and small-to-medium mortgage and real estate teams in the US, Australia, and New Zealand. The platform centers on speed-to-lead: the moment a lead arrives from any connected source, including Facebook and Instagram lead forms, website embeds, open house sign-ins, or imported databases, the user receives an instant alert via the mobile app and an automated follow-up sequence begins. Follow-up flows are pre-written and pre-loaded with texts, emails, voicemail drops in the user's own voice, and call reminders, so no automation builder or sequence configuration is required.
Pocket Leadz consolidates lead capture, communication, pipeline management, and appointment booking into a single subscription starting at $79 USD per month. Two-way texting runs on the user's own number; in-app calling displays a script on screen and saves call notes directly to the lead record. A booking calendar syncs with Google and Outlook, sends text and email reminders, and is embeddable on any website. A link-in-bio page combines a lead form, booking calendar, and listings in one place. Pipeline boards for buyers and sellers support automatic lead rotation and team assignment, with the Solo plan accommodating 2 logins and the Team plan supporting 5 or more seats. Imported contacts are routed into a separate keep-warm email series rather than standard new-lead flows. Cost-per-lead reporting and Meta pixel lead event firing support ad performance tracking and optimization.
The platform also includes a video editor for reels and listing clips with subtitles, auto zoom, and captions, plus whiteboard explainer video creation from a voice recording. Optional AI-assisted features, accessed via the user's own Google API key, cover generated images, captions, hashtag suggestions, and Veo-based cutaway video generation within the editor. A 14-day free trial is available with no charge if cancelled before the trial period ends.
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Pocket Leadz's key features
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