CloseDaily is the all-in-one CRM built specifically for real estate agents. Manage your entire business from your phone — leads, pipeline, conversations, transactions, and more.
PIPELINE & CONTACTS
- Visual pipeline with customizable stages
- Smart contact search with multi-word matching
- Temperature tracking (Hot, Warm, Cold)
- Tags, follow-up dates, and buyer preferences
- Lead source tracking and activity timeline
CONVERSATIONS
- Two-way SMS messaging with contacts
- Full conversation history
- Quick actions: call, text, email, add note
TRANSACTIONS
- Track deals from contract to close
- Property photos, inspection & appraisal dates
- Buyer/seller info, lender, and title company details
AUTOMATION & FOLLOW-UPS
- Drip campaigns with email and SMS sequences
- Follow-up reminders with snooze
- Daily planner to stay on track
AI ASSISTANT
- Cleo AI helps draft messages, suggest follow-ups, and answer real estate questions
MORE TOOLS
- Smart lists and saved filters
- Review management and request sending
- Power dialer for outbound calls
- Task management
- Analytics dashboard
- Team chat
- Dark mode support
CloseDaily helps agents close more deals by keeping every lead, conversation, and task organized in one place. Used by top-producing agents nationwide.