Updated Mar 31, 2026 · v3.1.0
Manage leads, pipeline, conversations & transactions — the all-in-one agent CRM.
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.
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