Closing Cloud: Real Estate CRM for Agents and Teams
Closing Cloud helps real estate agents and small teams manage client relationships and transaction workflows. It includes tools to track commissions and expenses.
At a glance
- Category
- Real Estate
- Best for
- 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.
- Key use cases
- Lead and Prospect Management, Transaction Coordination, Financial Tracking, Client Feedback Collection
- Integrations
- Google Calendar, Outlook Calendar, Mailchimp, Showster
- Official website
- closingcloud.io
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
Visual tracking of deals through custom stages from first contact to closing.
Schedules and milestones for transactions that can be shared with clients.
Tools to calculate commission splits, track referral fees, and log business expenses.
AI-powered analysis of contracts, disclosures, and forms to provide summaries.
Prioritizes leads based on engagement and responsiveness to help agents identify high-value prospects.
Calculators for mortgages, ROI, and cash flow to support client decision-making.
Use Cases
Capturing leads and using scoring to prioritize follow-ups based on prospect readiness.
Using timelines to track deadlines and keep clients informed from contract to close.
Calculating net take-home pay by accounting for brokerage splits and referral fees.
Using surveys to gather client feedback and using AI to generate follow-up tasks.
Best For
Integrations
Pricing
Pricing starts at $25/month for the Core plan, $45/month for Plus, and $95/month for Pro. Additional per-user fees apply.
FAQ
Yes, it offers a 14-day free trial with full access and no credit card required to start.
Yes, the platform supports importing contacts and data via CSV and XLSX files using a column-matching tool.
There are three main tiers: Core ($25/mo), Plus ($45/mo), and Pro ($95/mo), with additional fees for each additional user.
The CRM includes AI-powered document summaries, survey response analysis, and automated follow-up task generation.
Source category: Real Estate
Source subcategory: CRM
