AveryIQ is a CRM that does the busywork for you. Inside it is Avery, your AI helper. You tell her about the people you know. She remembers them, notices who needs you, and writes the text for you. You read it, change it if you want, and send it.

Read the first part of this page, then do the six steps on your iPhone. The whole thing takes about 20 minutes.

What Avery does, and what you do

Avery	You
Remembers every person and what they told you	Talk with people
Notices who needs you today, and why	Decide what to say
Writes the text or plans the call	Tap Send or Call
Keeps your notes, deals and dates in order	Tell Avery what happened

Avery never sends a text or email on her own. Nothing goes out until you tap Send.

The big idea: you put people in, and Avery makes sure no one is forgotten.

What changes in your day

You don't have to change everything at once. Here is what gets easier.

What you do now	What you do with AveryIQ
Keep notes on sticky notes or in your head	Tell Avery out loud. She saves it on the right person.
Type contacts into a CRM	Snap a photo, forward an email or say a name. Avery fills in the rest.
Wonder who to call today	Open Today. Avery picks a few people and tells you why.
Send the same email to everyone	Send one text to one person, for a real reason.
Hope you didn't forget a promise	Search Today to see what's coming up for you and your team.
Scroll old texts to remember what someone wants	Open their page. It's all there.

Avery can't help with people she doesn't know about. So the first job is to bring your people in.

Start from where you are

You don't need to move everything on day one. Pick what sounds like you.

Where are your people now?

In your head. Tell Avery about them by voice, one at a time. See Tell Avery about someone by voice.
On paper sign-in sheets. Take a photo, and Avery types it in. See Add leads from a paper sign-in sheet.
In lead emails from Zillow and other sites. Forward them to Avery. See Copy Avery on your email.
In your phone's contacts. Go to People and tap Import from Contacts. You choose who comes in.
In KW Command. A Chrome add-on copies them over. See Import your contacts from KW Command.
In another CRM or a spreadsheet. Email [email protected] and our team will bring them in for you.

How do you text clients now?

From your own phone. Keep doing that. When you tap Send, the text opens in Messages, and you send it there. Avery can't see your phone, so she asks how it went before the next follow-up.
From a shared team line. AveryIQ can give your team its own number. Texts go out from the app, and Avery sees every reply. See Your own number or a team number.

Not sure? Start with your own number. You can add a team number any time.

Step 1: Install the app and sign in (3 minutes)

Get AveryIQ on your iPhone and sign in with the code we email you. Turn on notifications, so you know when a new lead comes in. See Install AveryIQ on your iPhone.

Step 2: Tell Avery about one real person (3 minutes)

Pick a real person: a lead, a past client, or a friend who might move. Your first Today has a Grow your sphere card that asks who you're helping right now. Tap Pick from contacts to choose them from your phone, or Tell Avery and say their name, how to reach them and how you met. Talk the way you would to a friend. Avery saves them and plans what comes next. Want to keep going later? On People, tap the add button, then Grow your sphere.

Step 3: Forward one lead email (5 minutes)

Tap More, then Avery's email. Pick a name for Avery's email address, and save it as a contact. Then forward her a lead email you already have. Avery adds the person and writes the first follow-up. See Copy Avery on your email.

Step 4: Start a deal or an open house (5 minutes)

Do the one you need right now.

Working with a buyer or seller? Tap +, then Start a deal, and pick the client. A deal keeps its dates, people and files in one place. Avery watches the deadlines for you.
Have an open house coming up? Tap +, then Open house. See Run your first open house.

Step 5: Invite your team (2 minutes)

Work with other people? Invite them, so you share leads, deals and follow-ups. Work alone? Skip this step. See Invite your team.

Step 6: Finish your first card (2 minutes)

Go back to Today. Each card says who, why now and what to do. Read Avery's draft, and tap it to change the words. Then tap Send. If the card isn't right, tap Skip and say why in a few words. Avery learns from it. See Use your Today cards.

You'll see steps 3, 4 and 5 as cards on Today too. Each one goes away on its own once you've done it.

Your first week

Three habits make AveryIQ work:

Open Today every morning. Do your cards before the day gets busy.
Tell Avery after every talk. Just had a call or a showing? Tap +, then Voice note, and say what happened. A few seconds is enough.
Skip with a reason when Avery is wrong. "Too soon." "She already bought." Avery uses your words to do better next time.

Want to see what Avery is keeping track of? Tap the search bar at the top of Today. It shows what's coming up, what your team is doing and what's done.

Where to go next

The Help center has a guide for each part of the app. Stuck? Email [email protected], and a real person will help.

Get started with AveryIQ in 20 minutes