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Find People

Search by market, property type, and contact type. The AI scans public records, building permits, county filings, deed transfers, MLS listings, and the open web to find real people with real contact info — then drops them straight into your CRM.
Search Parameters

CRM

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Manage buyers, sellers, properties, and deals.
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Attorneys
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Tip: tap “Move ▾” on a card to change its stage — drag isn’t needed.
Pipeline Stages
Rename, reorder, or recolor the board's columns
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Tasks

Assign work, track due dates, and keep next-actions tied to your contacts.

Email

Enroll contacts in an email campaign and track responses. The campaign's sequence sends on its own cadence; the AI auto-replies when you get a reply.
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Campaign
Personalization · click to insert at cursor
Replaced at send time with each contact's info. [First Name] falls back to there for couples, LLCs, trusts, and company-only contacts so emails never read "Hi Smith Family Trust,". Titles (Dr./Mrs./etc.) are stripped before extracting the first name.
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Sequence schedule
Add or remove messages here — the message tabs in Your sequence above follow automatically.
Enroll contacts in a campaign
Contacts below are scoped to the campaign selected in the editor above. Optionally narrow by tag, select who to enroll, and send — they'll receive the campaign's first email and the rest of the sequence follows on its cadence.
Recipients
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Send time
AI Reply Agent
Replies are scanned automatically every ~15 minutes — scan now to check immediately (manual scans are limited to 2 per hour).

Texting

Enroll contacts in an SMS campaign and track responses. The campaign's sequence sends on its own cadence; the AI auto-replies when you get a reply. Powered by Quo.
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Enroll contacts in an SMS campaign
Contacts below are scoped to the campaign selected in the editor above. Optionally narrow by tag, select who to enroll, and send — they'll receive the campaign's first message and the rest of the sequence follows on its cadence.
Recipients
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All Campaigns

Every outreach cadence in one view. Click a row to expand its details — Edit and the sequence link live inside.
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Type Name Status Contacts Started Last activity

Dialer

Work a cold-call campaign top-to-bottom with quick-action buttons. Each click logs the outcome and the lead moves down the list.
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Direct Mail

Design and send direct mail to your contacts. Cost is deducted from your credit balance.
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Total Cost
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0% reply rate
Postcards cost $0.99 each, deducted from your credit balance.
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Job History
No mail jobs yet. Select contacts and a template to send your first batch.

Analytics

Your customizable dashboard. Add, remove, and rearrange widgets to track what matters.

🎓 Direct University

Tutorials, best practices, and trusted resources for running cold outreach that actually closes deals. New lessons added regularly.
🎯
New here? Start with the Quickstart.
Connect your first mailbox, find your first contacts, and send your first sequence — in under 10 minutes.
Lessons
Recommended courses & partners
Curated resources from operators we trust. Some links may include affiliate codes — when you sign up through them, Direct REI may earn a small referral fee at no cost to you.
Want a lesson on something specific?
Email us the topic — we'll add it to the queue and ping you when it's live.
Request a topic

Settings

Manage your profile and integrations.
Profile
Recommended in every commercial email — CAN-SPAM asks for it and it improves inbox placement. Optional, but encouraged. PO Box or business address is fine — no need to use your home address.
📥
Bulk Migration
Moving from another CRM? Select all your CSV exports at once. We auto-detect buyers / sellers / deals / conversations by columns + filename, then import them in the right order — no need to navigate to each tab one at a time. Sellers can include property details (lot size, asking price, etc.) on the same row — we'll create the property and link it to the seller automatically. And combine sellers + conversations into one file — if a file has message columns we route it through the conversation importer and auto-create any sellers referenced inside.
Tip: name files buyers.csv, sellers.csv, deals.csv, conversations.csv for the most reliable auto-detection.
Email Mailboxes
Connect mailboxes via SMTP/IMAP. Outbound emails rotate across enabled mailboxes; replies are auto-detected from each. Use an app password, not your main account password.
SMS Accounts
Connect a Quo (formerly OpenPhone) or Twilio account to send & receive SMS — both are bring-your-own (usage bills to your own provider account). Calling works without this — only required for texting. Don't have an account? Sign up at Quo →  ·  or use the Twilio Console.
⚖️ Your responsibility: SMS in the US requires prior express written consent from each recipient under TCPA. Scrub your list against the National DNC Registry, disclose your business name in every message, and only send between 8am–9pm local time. DirectREI honors STOP / UNSUBSCRIBE automatically — see the University TCPA guide for the full rundown.
Quo inbound webhook URL
Quo accounts only. In Quo, go to Settings → Webhooks → Add webhook, paste the URL below, and subscribe to message.received. This is what makes inbound texts trigger AI replies. (Twilio accounts get their own per-account webhook URLs when you connect them.)
📞 Quo inbound call webhook URL
In Quo, add a second webhook and subscribe to call.completed (required), plus optionally call.recording.completed, call.transcript.completed, and call.summary.completed for recordings & transcripts.
When a lead calls your Quo number, DirectREI will automatically match them to a contact, log the call, and flag them for your attention — including what outreach triggered the callback (e.g. "mailed May 15").
Calling integration
Choose how your 📞 Call buttons (Dialer + contact rows) place the call. Pick a provider here, install its desktop app, and our Call buttons route every dial through it.
Send Window
Queued emails and texts go out automatically every ~15 minutes — but only during the window you set here. Default is 24/7 (every day, all hours). Tighten this to mimic real-human sending hours and reduce spam-flagging.
Custom fields Paid feature
Define your own fields for Buyers, Sellers, Other contacts (vendors / professionals), Deals, and Properties. They show up on the matching add/edit modals so you can track exactly what you care about — no technical setup needed; new fields appear on the matching forms immediately.
Plan & Usage Pro
Pro
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Overage & Mail Credits
$0.00
Used for direct mail + when you exceed a monthly cap
This balance funds direct-mail sends and any usage past a monthly plan cap. If it runs out, that action pauses until you top up. Plan counters reset on the 1st of each month; purchased credits never expire.
Refer & earn
Team Members
Help & Support
✉️
Email us directly
We usually reply within 24 hours, often much faster.
info@directrei.com
Send a message
Fill this out and we'll open your email app with the message pre-filled — just click Send to deliver it. Your account email is auto-included so we can find you.
Self-serve resources