AI TOOL PROFILE
Closing Cloud: Real Estate CRM for Agents and Teams
- Real Estate
- CRM
- Independent real estate agents
- Small real estate teams
Pricing
Pricing starts at $25/month for the Core plan, $45/month for Plus, and $95/month for Pro. Additional per-user fees apply.
At a glance
- Best for
- Independent real estate agents, Small real estate teams
- Key use cases
- Lead and Prospect Management, Transaction Coordination, Financial Tracking, Client Feedback Collection
- Integrations
- Google Calendar, Outlook Calendar, Mailchimp, Showster
- Official website
- Visit Closing Cloud official website
How AI is used
Closing Cloud is a cloud-based CRM designed for the real estate industry. It provides deal pipelines and transaction timelines to help agents track properties from the initial lead to the final close.
The software is designed for independent agents and small teams who need to manage their business without complex enterprise features. It includes tools for financial tracking, such as commission splits and expense logging.
Buyers should note that the platform offers different tiers based on contact limits, email volume, and AI capabilities. Depending on the size of your database, you may need to review the Plus or Pro plans for higher storage and lead scoring features.
Key Features
Deal Pipeline Management
Visual tracking of deals through custom stages from first contact to closing.
Transaction Timelines
Schedules and milestones for transactions that can be shared with clients.
Commission and Expense Tracking
Tools to calculate commission splits, track referral fees, and log business expenses.
AI Document Summaries
AI-powered analysis of contracts, disclosures, and forms to provide summaries.
Lead and Contact Scoring
Prioritizes leads based on engagement and responsiveness to help agents identify high-value prospects.
Real Estate Calculators
Calculators for mortgages, ROI, and cash flow to support client decision-making.
Use Cases
Lead and Prospect Management
Capturing leads and using scoring to prioritize follow-ups based on prospect readiness.
Transaction Coordination
Using timelines to track deadlines and keep clients informed from contract to close.
Financial Tracking
Calculating net take-home pay by accounting for brokerage splits and referral fees.
Client Feedback Collection
Using surveys to gather client feedback and using AI to generate follow-up tasks.
Integrations
- Google Calendar
- Outlook Calendar
- Mailchimp
- Showster
FAQ
Does Closing Cloud offer a free trial?
- Yes, it offers a 14-day free trial with full access and no credit card required to start.
Can I import my existing client data into Closing Cloud?
- Yes, the platform supports importing contacts and data via CSV and XLSX files using a column-matching tool.
What are the different pricing plans available?
- There are three main tiers: Core ($25/mo), Plus ($45/mo), and Pro ($95/mo), with additional fees for each additional user.
What AI features are included in the CRM?
- The CRM includes AI-powered document summaries, survey response analysis, and automated follow-up task generation.
Source category: Real Estate
Source subcategory: CRM
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