Calls, emails, texts, website visits, notes, and AI insights — all captured automatically on every contact's timeline. Never wonder "when did I last talk to them?" again.
No more jumping between your phone, email, and CRM to remember what happened. Every interaction is auto-logged to the contact's timeline the moment it happens — calls, emails, texts, notes, and tasks.
Discussed offer strategy for 412 Oak St. Client wants to come in $10K under asking.
3 comps within 0.5 mi. Opened twice, clicked MLS link.
"Thanks for the comps! Let's write the offer tonight."
Marked done by you
Moved to "Offer Submitted" stage in pipeline.
See exactly what your leads are doing on your IDX website. Pages viewed, searches saved, listings favorited, and time spent — all tied to their contact profile automatically.
Cleo analyzes every interaction and browsing pattern to surface actionable insights. Know each contact's engagement level, the best time to reach them, and the next action that will move them forward.
Forever. Every interaction is stored from the moment a contact enters your CRM. There are no retention limits — the full history is always available, whether the contact was added last week or three years ago.
Yes. Add notes, log external calls, or record in-person meeting summaries at any time. Manual entries appear alongside auto-logged activity in the same chronological timeline so nothing falls through the cracks.
Yes. Team members with appropriate permissions can view timelines for shared contacts. Admins control who can see what — you can share full visibility, read-only access, or restrict timelines to the assigned agent only.
Start your free 7-day trial. Every interaction auto-logged from day one.