No complicated setup. No onboarding calls. Just follow these steps and you'll have your CRM, website, AI tools, and marketing running before lunch.
Sign up for a free 7-day trial — Pick your plan and you're in.
Add your headshot, bio, brokerage details, and contact info. This powers your website, email signatures, and marketing materials.
Upload a CSV from your previous CRM, or manually add your top contacts. Tags, notes, and custom fields all come over.
Pick a template, add your branding, connect your domain (or use ours), and publish. Your IDX website with MLS search goes live instantly.
Turn on Cleo (your AI assistant), SocialAgnt (auto social media), and the AI Sales Agent (auto lead follow-up). They start working immediately.
Choose from 20+ pre-built drip sequences (buyer, seller, sphere, expired, FSBO) and assign them to your contacts. Automated follow-up starts immediately.
Contacts, pipeline, deals, tags, notes, custom fields, smart lists, and activity timelines.
Professional agent website with MLS search, home valuations, lead capture, and SEO.
Cleo, SocialAgnt, AI Sales Agent, Content Studio, ListingPulse, and more.
Drip sequences, bulk email, SMS texting, templates, and automated follow-up.
Business phone line, power dialer, call recording, and voicemail drops.
Lead attribution, ROI tracking, pipeline analytics, and cost-per-closing reports.
Full-featured mobile app for iOS and Android. Manage your business from anywhere.
52-week curriculum, scripts library, objection handlers, and AI practice partner.
Ads Manager, social planner, landing pages, design templates, and listing marketing.
Your sphere of influence, past clients, and cold leads all belong in CloseDaily. The AI will re-engage cold leads automatically and you'll be surprised how many come back to life.
SocialAgnt can start posting to your Facebook, Instagram, LinkedIn, and X the same day you sign up. Consistent posting builds authority — let the AI handle it.
The default stages work great, but if your brokerage has a specific deal flow, customize your pipeline stages. You can create different pipelines for buyers and sellers.
Top producers still find value in the scripts, market analysis frameworks, and prospecting techniques. And the AI practice partner lets you rehearse without judgment.
Cleo can write listing descriptions, social posts, email templates, blog articles, buyer guides, market reports, and more. If you need content, Cleo can create it in seconds.
Most agents are fully set up in 30 minutes or less. The CRM and AI tools work out of the box. The website takes a bit longer if you want to customize the design, but you can always tweak it later.
Yes. CloseDaily supports CSV import from any CRM — kvCORE, Follow Up Boss, BoldTrail, Chime, LionDesk, and more. Export from your current tool, upload the CSV, and map your fields. Takes about 5 minutes.
No. Your 7-day free trial starts immediately with full access to every feature. no commitment. If you love it, pick a plan. If not, no hard feelings.
Absolutely. We offer white-glove migration for teams and brokerages. We'll import all your contacts, set up agent accounts, configure your pipeline, and train your team. Book a demo and we'll walk you through the process.
Ask Cleo — our AI assistant is available 24/7 in the bottom-right corner. For bigger questions, email support@closedaily.com and we respond within 24 hours. You can also check our knowledge base for step-by-step guides.
Your free 7-day trial is waiting. No commitment.Just results.