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Win the Day.
Every Day.

Cleo prioritizes your tasks, blocks your time, logs your activities, and tracks your streaks. Stop wondering what to do next — open your planner and start closing.

AI-Prioritized
Task List

Cleo analyzes your pipeline, upcoming appointments, lead activity, and deadlines — then sorts your daily task list by impact. The most important thing to do right now is always at the top.

  • AI ranks tasks by revenue impact and urgency
  • Hot leads and time-sensitive tasks float to the top
  • Auto-generated tasks from pipeline activity
  • Drag to reorder or override AI suggestions
  • Tasks auto-roll to the next day if incomplete
  • Daily briefing notification each morning
Tuesday, April 15
AI Sorted
Call Sarah Williams — counter offer expires today
Hot Lead • $425K • Due by 3 PM
Send CMA to Marcus Johnson
Seller Lead • Requested yesterday
Follow up with open house visitors (4)
Auto-generated • Sunday open house
Confirm showing — 412 Oak St at 2 PM
Completed 9:14 AM
Prospect: Call 10 expired listings
Daily goal • 0/10 completed

Time Blocking
Built In

Block your day into prospecting, appointments, admin, and follow-up time. Cleo suggests blocks based on your schedule and protects your prospecting time from distractions.

  • Color-coded time blocks by activity type
  • AI-suggested schedule based on your patterns
  • Protect prospecting blocks from scheduling conflicts
  • Sync with Google Calendar and Outlook
  • Drag-and-drop block editing
  • Daily and weekly views
Today's Schedule
8:00 AM
Prospecting Block
Call expired listings • 10 contacts
9:30 AM
Follow-Up Block
Reply to 6 new inquiries
11:00 AM
Showing: 412 Oak St
Sarah Williams • Buyer • $425K
1:00 PM
Admin & Paperwork
Submit 2 contracts • Update MLS notes
2:30 PM
Listing Appointment
Marcus Johnson • 88 Maple Dr
4:00 PM
Prospecting Block
Circle prospecting • 15 contacts

Activity Logging
& Tracking

Track every call, showing, door knock, and deal activity throughout the day. CloseDaily automatically logs CRM actions and lets you manually add anything else. See your daily numbers at a glance.

  • Auto-logged calls, texts, and emails from CRM
  • Manual logging for showings, door knocks, open houses
  • Daily activity dashboard with key metrics
  • Set daily, weekly, and monthly activity goals
  • Track activities against goals in real time
  • Weekly and monthly activity reports
Today's Activity
23
Calls Made
3
Showings
12
Texts Sent
2
Appointments Set
Recent Activity
📞
Called Sarah Williams — connected, 4 min
2:34 PM
🏠
Showing: 412 Oak St with Sarah Williams
11:00 AM
💬
Texted Marcus Johnson — CMA follow-up
10:22 AM
📧
Emailed open house visitors (4 contacts)
9:45 AM

Streak Tracking
& Momentum

Build daily consistency with streak tracking. Hit your daily minimum activities and your streak grows. Agents with active streaks close 40% more deals because consistency compounds.

  • Set your daily minimum (calls, contacts, activities)
  • Streak counter grows each day you hit your goal
  • Visual streak calendar shows your consistency
  • Streak milestones and personal best tracking
  • Push notifications to protect your streak
  • Team streak leaderboard for brokerages
27
Day Streak
M
T
W
T
F
S
S
M
T
W
T
F
S
S
Daily goal: 20 calls + 5 contacts = streak day
Personal Best: 41 days • Current: 27 days

Daily Planner Questions

Yes. The daily planner is fully available on the CloseDaily mobile app for iOS and Android. Check off tasks, log activities, and track your streak from anywhere. Push notifications keep you on track throughout the day.

Yes. Team leads and brokers can view agent activity dashboards, set team-wide daily goals, and track team streaks through the broker portal. Individual agents always have full control of their own planner.

Yes. CloseDaily syncs with Google Calendar and Microsoft Outlook. Appointments, showings, and time blocks appear on both calendars. Changes sync both ways so you're never double-booked.

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