Track Deals with a Drag-and-Drop Pipeline
Visually manage your entire sales process from new lead to closed deal. Create custom stages, drag and drop deals, and see your entire business at a glance.
- Customizable Stages: Tailor the pipeline to your exact sales process.
- Deal Value Tracking: See potential revenue in each stage to forecast income.
- At-a-Glance Analytics: Instantly view conversion rates and pipeline health.
A Complete Picture of Every Client
Go beyond names and numbers. Log every call, email, and meeting. Use custom fields and tags to segment your database for hyper-targeted marketing and follow-ups.
- Full Interaction History: See every touchpoint with a contact in one chronological feed.
- Automated Follow-up Reminders: Set tasks and get notified so nothing slips through the cracks.
- Lead Scoring & Tagging: Prioritize hot leads and segment your audience with custom tags.
Work Smarter, Not Harder
Automate repetitive tasks and gain deep insights into your business performance. The CloseDaily CRM handles the busywork so you can focus on what you do best: closing deals.
- Automated Follow-ups: Trigger email sequences for new leads or specific client segments.
- Pipeline Analytics: Track conversion rates, deal velocity, and identify bottlenecks.
- Team Collaboration: Share contacts and deals with your team to work together seamlessly.
One Integrated Platform vs. a Dozen Clunky Tools
Stop paying for multiple subscriptions and dealing with messy integrations. CloseDaily combines your CRM, IDX Website, and AI tools into one seamless, affordable platform.
Start Closing More Deals in 3 Steps
Go from signup to a fully organized pipeline in under 10 minutes.
Sign Up Free
Create your free CloseDaily account. No credit card needed to get started.
Import Contacts
Easily upload your existing contacts via a CSV file in seconds.
Build Your Pipeline
Create your deal stages and start tracking your leads from prospect to close.
From Agents Who Closed More Deals
"The visual pipeline is a game-changer. I instantly know where all my deals are and who I need to follow up with. I closed two extra deals in my first month just from being more organized."
"I was using a generic CRM before and it felt like a chore. The CloseDaily CRM is built for real estate. The automated follow-up reminders have saved me from letting hot leads go cold."
"Having my CRM and website leads in one place is incredible. A new lead comes in from my CloseDaily site and it's already in my pipeline, ready to go. No more Zapier headaches."
Frequently Asked Questions
Is the CRM really free?
Yes! The core CRM functionality, including up to 500 contacts and unlimited deals, is included with every CloseDaily account, even the free plan. You can upgrade for more advanced features and higher contact limits.
Can I import my existing contacts?
Absolutely. We provide a simple CSV import tool. Just map your columns (First Name, Last Name, Email, etc.) and your contacts will be ready to go in seconds.
How does this compare to other real estate CRMs?
Most real estate CRMs are standalone products that require expensive subscriptions and complicated integrations. The CloseDaily CRM is part of a fully integrated platform for agents, combining your website, AI tools, and client management in one place for a fraction of the cost.
Is my data secure?
Yes, data security is our top priority. We use industry-standard encryption and security protocols to ensure your client data is always safe and confidential.
Maximize Your Efficiency with a Premier Real Estate CRM
In the competitive world of real estate, effective client relationship management is the cornerstone of success. A dedicated real estate CRM is no longer a luxury; it's an essential tool for agents who want to scale their business. The CloseDaily platform provides a powerful, intuitive agent CRM software designed specifically for the needs of realtors. From initial contact to closing and beyond, our system helps you manage every interaction, ensuring no opportunity is missed. With features like lead scoring and automated follow-ups, you can prioritize your efforts on the clients most likely to convert, dramatically improving your efficiency.
Effective real estate pipeline management is critical for forecasting income and managing workload. Our CRM for realtors features a visual, drag-and-drop pipeline that gives you a clear overview of your entire sales process. You can customize stages to match your workflow, track deal values, and analyze conversion rates to identify areas for improvement. By integrating contact management and deal tracking, CloseDaily provides a holistic view of your business, empowering you to make data-driven decisions. Stop juggling spreadsheets and generic tools; embrace a streamlined solution and gain a competitive edge with a CRM built by real estate professionals, for real estate professionals.