Build visual automations that run your real estate business on autopilot. When a lead comes in, a stage changes, or a contact goes quiet — CloseDaily handles the next step automatically.
Drag and drop triggers, conditions, and actions to build any automation you can imagine. No code, no complexity — just a visual canvas that reads like a flowchart.
Don't start from scratch. Choose from ready-to-use workflow templates built for every stage of the real estate business. Activate in one click, customize to fit your style.
Mix and match from a growing library of triggers and actions. Every workflow starts with a "when" and ends with a "then" — chain as many as you need.
Instantly send a welcome email, follow up with an SMS 10 minutes later, and create a call task — all within the first hour of a new lead arriving.
If a lead hasn't responded in 3 days, auto-send a different SMS, drop a ringless voicemail, and bump the call task to high priority.
Send a confirmation email immediately, a reminder SMS 24 hours before, and a day-of text with the property address and your phone number.
Notify your lender and title company, send the client a next-steps checklist, update the contact tag, and create inspection and appraisal tasks.
Wait 7 days after closing, then send a personalized email asking for a Google review. If no review in 5 days, follow up with a friendly SMS.
Auto-send a personalized text on birthdays and home purchase anniversaries. Stay top of mind with zero effort — referrals on autopilot.
No. The Workflow Builder is entirely visual — drag triggers and actions onto a canvas, draw connections, and set conditions with dropdowns. If you can use a flowchart, you can build a workflow. Plus, the pre-built templates let you get started with one click.
Unlimited. Run as many workflows simultaneously as your business needs. The system intelligently prevents duplicate actions — if two workflows try to email the same contact at the same time, CloseDaily consolidates them so your leads never get spammed.
Drip sequences are linear: step 1, wait, step 2, wait, step 3. Workflows are event-driven with branching logic: when X happens, check Y, then do Z. Use drip sequences for long-term nurture campaigns and workflows for instant, conditional automations like speed-to-lead or stage-change actions. They work together seamlessly.
Start your free 7-day trial. Build your first workflow in under 5 minutes.