Using the CRM
CloseDaily CRM Overview
CloseDaily’s built-in CRM is designed specifically for real estate agents. It centralizes your contacts, tracks leads through your pipeline, automates follow-up reminders, and includes full lead source attribution — so you know exactly where every lead came from.
CRM Tabs
| Tab | What It Does |
|---|---|
| Contacts | Your master contact list with search, filter, and sort. View all contact details, notes, and activity history. |
| Pipeline | Kanban-style board showing leads moving through stages: New, Contacted, Appointment, Listing, Under Contract, Closed. |
| Tasks | All your follow-ups, callbacks, and to-dos in one place. Filter by due date, priority, and contact. |
| Calendar | Full calendar view showing all your tasks, follow-ups, and appointments. Switch between month, week, and list views. |
| Team | Team lead routing rules, member management, and performance tracking (team leaders only). |
Adding Contacts
Click “+ Add Contact” in the CRM tab. Enter the contact’s name, email, phone, and any notes. Select a lead source (Expired, FSBO, Sphere, Website, Referral, Open House, etc.) to categorize them. Contacts are automatically added to your pipeline as “New” leads.
Automatic Lead Capture
Contacts are automatically added to your CRM from multiple sources, each tagged with their origin:
| Source | Tag | How It Works |
|---|---|---|
| Website Forms | email_capture | Anyone who fills out a form on your agent website |
| Mailchimp Popup | mailchimp_popup | Visitors who subscribe via the popup |
| Lead Magnet Download | mailchimp_lead_magnet | People who download your lead magnets |
| Contact Form | contact_form | Anyone who sends a message through the contact page |
| Agent Invite | agent_invite | Agents you invite to the platform |
| Google Ads | google_ads | Leads from your Google Ads campaigns (tracked via GCLID) |
| Facebook Ads | facebook_ads | Leads from your Facebook/Instagram ads (tracked via FBCLID) |
| Manual Entry | manual | Contacts you add by hand |
Lead Attribution Tracking
Every contact record includes full attribution data: UTM source, medium, campaign, term, and content. If the lead came from a paid ad, you will also see the Google Click ID (GCLID) or Facebook Click ID (FBCLID), the landing page they first visited, their referring website, the page where they converted, and their device type.
Contact Limits by Plan
| Plan | Max Contacts |
|---|---|
| Starter (Free) | 25 |
| Pro ($49/mo) | 1,000 |
| Elite ($99/mo) | Unlimited |
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