A real estate CRM that fills itself from your files.
Every buyer, seller, agent, lender and title officer you add to a transaction becomes a contact, matched to anyone you already know. Open a contact and see every deal they've been on, every email and every text.
Your best referral sources are buried in closed files.
I keep a separate spreadsheet of agents and lenders.
Parties are added to the CRM automatically as you work each file.
Which deals have I done with this agent?
A contact's page lists every transaction they're on.
I have the same lender in here three times.
Contacts are matched by email, and existing details are never overwritten.
Everything about a contact, in one timeline
Emails and texts sent from a transaction are added to the contact's timeline automatically, next to your notes.
- Tags by role, so you can find every lender or every buyer's agent in seconds.
- Notes and an activity timeline you can filter.
- Email from the contact, with templates and open and click tracking.
Track the business before it's a file
Keep companies and deals alongside your contacts, and move deals through your own pipeline on a board.
- Pipelines on a board with the stages you choose.
- Custom fields for whatever your business tracks.
- Import and export contacts as CSV or Excel.
From signed contract to organised file in minutes
Upload the contract
Drop in the executed agreement, upload a batch, or let an agent send it through your intake link.
Check the dates
Every deadline, party and amount is suggested with the rule behind it. You check and confirm them.
Everyone stays on track
Checklists, document requests, reminders and texts go to the right person before each date, not after.
Close and keep it
Submit for compliance review, track commission, and archive the complete file with every document.
Frequently asked
Do I have to add contacts by hand?
No. When you add a party to a transaction, whether by hand, from an intake link, or from the contract, they're added to the CRM or matched to an existing contact.
What if the contact is already in my CRM?
Closingbird matches by email first, then by name and role. It only fills in fields that are empty, and never overwrites what you've entered.
Can I bring my existing contacts?
Yes. Import contacts from a CSV or Excel file, and export them whenever you like.
Is the CRM extra?
No. The CRM is included on every plan, along with invoicing and task management.
More of what Closingbird does
Let your transactions build your CRM
Every file you run adds to your contacts. 14 days free, no card needed.