See the full picture for every lead and client — calls, emails, texts, notes, property preferences, transactions, and custom fields — all on a single 360-degree contact profile.
Every call, email, text, note, and website visit appears in a single chronological timeline. No more digging through separate apps to piece together a conversation history.
Discussed listing at 412 Oak St. Client is interested in scheduling a showing this weekend.
Monthly Nashville market report. Opened 3 times.
"Can you send me the details on that new listing on Elm?"
Pre-approved for $450K through First Horizon. Wants 3BR minimum with a garage.
Every agent works differently. Add unlimited custom fields to capture the data that matters to your business — birthdays, referral sources, pet names, preferred lender, or anything else.
Store buyer criteria and seller property details right on the contact profile. When a new listing matches, you'll know exactly who to call first. No more spreadsheets or sticky notes.
See every deal a contact is involved in — active, pending, and closed — right on their profile. One click to jump into the transaction. Know if a past client is ready to buy or sell again.
Yes. Upload a CSV from any CRM — Follow Up Boss, LionDesk, kvCORE, or any other platform. CloseDaily's import wizard lets you map columns, preview data, and validate before importing. Custom fields carry over too.
No. Create as many custom fields as you need. Text, dropdown, date, number, checkbox, and multi-select types are all available. Organize them into categories so your profiles stay clean and easy to scan.
Absolutely. Export your full database or any filtered segment as a CSV at any time. All standard and custom fields are included. Your data is your data — you can take it wherever you go.
Start your free 7-day trial. Every contact detail in one place from day one.