CloseDaily for Teams — CRM, websites, AI tools, marketing. Per-seat pricing Start Free Trial

Scale Your Team Without
Scaling Your Tech Stack

CRM, websites, AI tools, marketing, dialer, and transaction management — all in one platform. CloseDaily replaces 5+ tools so your team can focus on selling, not software.

kvCORE Mailchimp Canva Mojo Dialer Dotloop Hootsuite

Smart Lead
Distribution

Every lead gets to the right agent instantly. Round-robin, weighted, geographic, or manual assignment — you choose the rules. Unclaimed leads go to the lead pond so nothing slips through the cracks.

  • Round-robin distribution with equal or weighted splits
  • Geographic routing by ZIP code or area
  • Manual assignment for VIP leads
  • Lead ponds for unclaimed or recycled leads
  • Speed-to-claim tracking per agent
  • Every lead tracked from source to assignment
🎯 New Lead: Sarah K. • Buyer • 37206
Round Robin ZIP: 372xx Buyer
JM
Jake M.
✓ Assigned • East Nashville
RL
Rachel L.
Next in rotation
TC
Tom C.
3rd in rotation
KW
Kim W.
4th in rotation
📍 Lead Pond: 14 unclaimed

Shared Pipeline,
Clear Permissions

Your team lead sees every deal across every agent. Agents see only their own. Filter the entire pipeline by agent, stage, or deal value — and know exactly where every dollar in the pipeline stands.

  • Team-wide pipeline with permission controls
  • Team lead sees everything, agents see their own
  • Filter by agent, stage, value, or lead source
  • Deal values and projected GCI per agent
  • Drag-and-drop cards across stages
  • Stage-based automation triggers
Team Pipeline — All Agents
▼ Filter
Sarah K. • Buyer
Jake M.
Active
$350K
David P. • Seller
Rachel L.
Contract
$520K
Amy W. • Buyer
Tom C.
Closing
$425K
Mike R. • Seller
Kim W.
New
$610K
Lisa M. • Buyer
Jake M.
Active
$280K
5 deals • 4 agents Pipeline: $2.19M

Team
Accountability

Know who's producing and who needs coaching. Leaderboards, daily activity logging, prospecting gamification, and weekly reports keep everyone accountable without micromanaging.

  • Real-time leaderboard ranked by production
  • Daily activity logging (calls, texts, appointments)
  • Prospecting gamification with streaks and badges
  • Automated weekly reports to team lead
  • Response-time tracking per agent
  • Coaching insights — spot who needs help early
🏆 Team Leaderboard — April
1
JM
Jake M. 🔥 On Fire
6 closings • $2.1M volume • 47 calls/day
$63K
2
RL
Rachel L. ↑ +2
4 closings • $1.6M volume • 38 calls/day
$48K
3
TC
Tom C.
3 closings • $1.2M volume • 31 calls/day
$36K
4
KW
Kim W.
2 closings • $780K volume • 22 calls/day
$23K

Shared Resources
& Onboarding

Team scripts, drip sequences, email templates, and marketing materials — shared across the team. New agents ramp up in days, not months, with everything they need ready to go on day one.

  • Shared call scripts and objection handlers
  • Team drip sequences cloned to new agents
  • Shared email and text templates
  • Marketing materials library (social, print, digital)
  • New agent onboarding checklist
  • Consistent branding across every agent's output
Scripts Drips Templates Marketing
📝
Buyer Initial Call Script
Qualifying questions, objection handling, appointment setting
Team
📝
Expired Listing Script
Pain points, value prop, listing appointment close
Team
📝
FSBO Conversion Script
Empathy opening, market data, appointment ask
Team
📝
Sphere Check-In Script
Casual touch, referral ask, market update
Team

One Platform. Real Results.

5+
Tools Replaced
2 hrs
Saved / Agent / Week
40%
Faster Agent Onboarding
$500+
Saved / Month vs. Separate Tools

Built for Teams, Not Bolted On

🌐

Team Websites

Every agent gets their own branded IDX website with live MLS search, lead capture, and their own listing pages — all managed from one dashboard.

📊

Admin Dashboard

Team-level analytics, pipeline roll-ups, agent performance scorecards, and lead distribution reports. See the full picture without asking for updates.

👥

CRM Per Agent

Each agent gets their own CRM, pipeline, and contact database — all within one team account. Siloed data, shared infrastructure.

📞

Shared Dialer

Team calling sessions with the power dialer. Shared lists, individual call logs, and team-wide reporting on connection rates and appointments booked.

🧠

AI Tools for Everyone

Cleo AI, content generation, listing descriptions, call scripts, and social posts — available to every seat. No per-agent AI add-ons.

💳

Billing Simplified

One invoice, per-seat pricing. Add or remove agents any time. No hidden fees, no platform fees, no surprise charges at scale.

One Platform. Per-Seat Pricing.
No Hidden Fees.

Every agent on your team gets full access to CloseDaily — CRM, website, AI tools, marketing, dialer, and transaction management. One price per seat. No platform fees. No surprise charges as you grow.

Unlimited contacts per agent Add or remove seats any time No long-term contracts Free onboarding & migration
See Team Pricing → Talk to Sales

Team Questions

Unlimited. CloseDaily scales with your team — add agents any time with per-seat pricing. Whether you have 3 agents or 300, the platform handles it. No caps, no tiers, no hidden limits.

Yes. Every agent gets their own login, CRM, pipeline, contacts, and website. Data is siloed by default — agents see only their own leads and deals. The team lead controls permissions and can grant shared access where needed.

Yes. Team leads and admins get full visibility into every agent's pipeline, activity, production, and performance. Dashboards are permission-based — you decide who sees what. Agents see only their own data unless you grant broader access.

Their data stays with the team. All leads, deals, notes, and conversation history are retained and can be reassigned to another agent. The seat is simply removed from billing and can be reused for a new team member. No data is ever lost.

Ready to Run Your Team on One Platform?

Start your free 7-day trial. Bring your whole team —

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