New lead? Follow-up task created. Stage changed? Next steps appear automatically. CloseDaily creates the right tasks at the right time so nothing slips through the cracks.
When a new lead comes in, CloseDaily instantly creates a follow-up task — call, email, or text — assigned to the right agent with the right priority. No manual entry, no delays, no missed leads.
Move a deal to a new stage and the next steps appear automatically. Under contract? Inspection, appraisal, and title tasks are created instantly. Every stage has its own task checklist so your team always knows what’s next.
Save entire task sequences as templates. When a new transaction starts, apply a buyer checklist, seller checklist, or custom checklist — and every task populates automatically with the right due dates and assignments.
Cleo AI watches your contacts and transactions, then suggests tasks you might have missed. Haven’t followed up in 5 days? Cleo creates a nudge. Close date approaching with incomplete tasks? Cleo flags it.
Tasks are created in under 1 second after the trigger fires. Your follow-up task exists before you even see the lead notification.
Auto-assign tasks to the right team member based on lead source, property type, or round-robin rules. No manual delegation needed.
Tasks stay in sync with your pipeline. Move a deal forward and tasks update automatically. Archive a deal and incomplete tasks are cleaned up.
Pre-built checklists for every transaction type. Buyer, seller, listing, new construction, short sale, and more. Apply with one click.
See every auto-created task and its trigger in the activity log. Full transparency into what happened, when, and why.
Auto-tasks are suggestions, not mandates. Skip, reschedule, reassign, or delete any auto-created task at any time.
Yes, fully customizable. Choose any trigger (new lead, stage change, tag added, date match, etc.) and define exactly which tasks are created, who they’re assigned to, their priority, and when they’re due. You can also use the Workflow Builder for more complex trigger-action chains.
Absolutely. Auto-created tasks are just regular tasks — you can edit, reschedule, reassign, or delete them at any time. The automation creates them so you don’t have to, but you always have full control.
Yes. Build custom task checklists from scratch or modify any of the pre-built templates. Save your own buyer closing checklist, seller listing prep list, or any other workflow. Templates can include task names, descriptions, relative due dates, assignees, and priority levels.
Start your free 7-day trial. Your first auto-task will fire within minutes.