Deal and Task Management
Every deal tracked. Every task accounted for.
The moment a new deal opens, CLOSd builds out the full task checklist automatically. Your team knows exactly what to do, who is doing it, and when it is due. No spreadsheets. No group texts asking what is next.
- Default task templates populate on every new deal automatically
- Tasks organized across stages: New Lead, Under Contract, Pre-close, and Closed
- Assign tasks to agents, transaction coordinators, or admins
- Due-within-72h and overdue alerts so nothing slips through
- Full deal financials tracked: list price, contract price, commission, broker split, and net payout
- Sales pipeline view shows your entire book of business at a glance
Smart Notifications
Your team stays informed without you chasing anyone.
CLOSd handles follow-up automatically. Every task assignment, deadline, and deal update sends the right notification to the right person by SMS and email. No one has an excuse to miss a deadline.
- Automatic SMS and email the moment a task is assigned
- Task updates are batched so rapid changes bundle into one clean message
- Deal CLOSd celebration sent to the whole team when a table closes
- Full opt-out support with STOP and HELP handling built in
- A2P carrier compliant with all major U.S. carriers
Native Mobile App
Manage your deals from anywhere.
Your team is never just at a desk. CLOSd is a full native app on iOS and Android, so agents can check tasks, update deals, and stay on top of deadlines whether they are at a showing, in the car, or sitting at the closing table.
- Full deal and task access on your phone
- Push notifications for task assignments and deadline alerts
- Bottom navigation built for one-handed use
- Everything syncs in real time across desktop and mobile
iOS App Store
▶ Google Play
🌐 Web Browser
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Ready to get your team on the same page?
Start your free trial or request a live walkthrough with the team.