Organize every to-do, deadline, and follow-up with task lists tied to contacts, transactions, and your personal pipeline. Prioritize what matters and delegate the rest.
Create tasks tied to a specific contact, a transaction, or just for yourself. Every task lives where it belongs — so when you open a contact record or a deal, you see exactly what needs to happen next.
Set a due date and CloseDaily makes sure you never forget. Get reminded via push notification, SMS, or email before a task is due. Overdue tasks get flagged and escalated automatically.
Not every task is equal. Tag tasks as hot, warm, or cold to focus on what matters most. Overdue tasks automatically escalate so nothing falls through the cracks, even on your busiest days.
Delegate tasks to team members with one click. Assign a showing coordinator, a transaction coordinator, or any team member — they get notified instantly and you can track progress from your dashboard.
Tasks with due dates appear on your CloseDaily calendar alongside appointments and showings. See your full day at a glance.
Create, complete, and manage tasks from your phone. Push notifications keep you on track whether you’re at the office or in the field.
Set tasks to repeat daily, weekly, monthly, or on custom schedules. Perfect for prospecting blocks, market reports, and regular check-ins.
Cleo AI suggests tasks based on contact activity, pipeline stage, and time since last touch. Never wonder what to do next.
Save common task sequences as templates. Apply a buyer closing checklist or listing prep list to any transaction with one click.
See how many tasks you complete daily, weekly, and monthly. Track team productivity and identify bottlenecks before they become problems.
Yes. Any task can be set to repeat on a daily, weekly, monthly, or custom schedule. When you complete a recurring task, the next instance is automatically created with the next due date. Great for prospecting blocks, weekly reports, and regular client check-ins.
Absolutely. The CloseDaily mobile app gives you full task management on the go. Create, edit, complete, assign, and snooze tasks from your phone. Push notifications alert you when tasks are due so you never miss a follow-up while you’re out showing homes.
Yes. Tasks with due dates appear on your CloseDaily calendar alongside showings, appointments, and events. You can also sync tasks to Google Calendar or Outlook so everything lives in one place. Drag a task on the calendar to reschedule it.
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