A relationship-first CRM for real estate agents.
Stay top-of-mind with intelligent reminders. We give you the tools to deepen client relationships, nurture referrals, and keep your pipeline moving.
Don’t just manage contacts — create lasting partnerships. With smart reminders, easy communication tools, and a clear view of your network, you’ll always be top of mind when it matters most.
Our onboarding keeps you focused on your clients, not software setup. The sign-up form honors browser autofill, password managers, and mobile keychains so you can secure an account fast, import contacts automatically, and start conversations immediately.
Fields are tagged with autocomplete hints, labels, and helper text, giving Chrome, Safari,
Bitwarden, and 1Password exactly what they need to store strong credentials without friction.
Upload our sample CSV or paste a spreadsheet — we map columns, dedupe contacts, and pre-fill birthdays and anniversaries so reminders work immediately.
Every account starts with ready-to-edit text and email templates that mail-merge client details. Send your first outreach from the dashboard with just a couple of personalized tweaks.
Minutes 0-1
Create your account using saved credentials from your password manager and confirm your inbox.
Minutes 2-3
Drag in a CSV or sync contacts to autofill birthdays, anniversaries, and notes for every sphere member.
Minutes 4-5
Select a pre-built script, personalize two lines, and send your first outbound message from the dashboard.
Real estate is about relationships, not software. Most software companies try to do everything — and in the process, they push you, the agent, out of the conversation. Your business thrives when you're at the center, building real connections in the places that matter.
That’s why we built Closing Circle. We’d used the top “real estate CRMs” out there — and they all left us frustrated. Too complex. Too many features we never touched. Too impersonal. Too expensive. So we built a tool that puts agents back where they belong: face-to-face with clients, backed by a system that's simple, human, and effective.
Agents across boutique brokerages and national franchises build their workflows on Closing Circle.
Never forget a birthday, anniversary, or milestone — and always show clients you care.
Be notified of birthdays, anniversaries, and home anniversaries with time to send a gift.Go into every meeting prepared with notes from past conversations — because the details matter.
Review key notes in 30 seconds or less.Reach out by text or email in your own voice, not from a random number.
Send messages from your phone, not a randomly generated marketing number.Multiple systems, sticky notes, and half‑finished follow‑ups. Every part of your business split apart.
One platform built by agents, for agents. We connect you to your network, simplify your workflow, and grow with you — so you can focus on relationships, not software.
“Closing Circle replaced three tools and keeps my follow-up list ready every morning. My last two listings came from their prompts.”
“I can see which couples need individualized outreach before closings, and the reminders feel personal.”
Compare Closing Circle with other real estate CRMs and learn how to nurture your sphere.
Upload a CSV (we’ll provide a sample). We’ll map relationships for you automatically.
Stay top of mind with birthdays, anniversaries, and timely follow‑ups — plus ready‑to‑send messages.
Build consistent, thoughtful touchpoints and watch relationships become referrals and deals.
You can have your first message out in 10 minutes or less.
It's simple — you can try for free! After that, we charge a monthly fee based on what you use, no contracts, and no games. We help you keep in touch with your clients, build better relationships, and close more deals.