“Within two weeks I organized 600+ contacts and booked five meetings just by following the prompts.”
Do you help with onboarding?
Yes, we migrate contacts with you and configure reminders for each segment.
Behind every successful closing is a strong network. We help you expand and nurture yours.
Stay connected with friends, family, and clients. Unlock more opportunities with a platform designed for high-performing agents. We provide you with the tools to expand your network so that your business can grow.
Start Building Your Network TodayAgents tell us that surfacing intentional follow-ups results in more introductions and referrals.
We'll configure your reminder cadences and import checklist live on Zoom.
Reserve a spotReal estate is about people, not software. Most CRMs 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.
We built Closing Circle because we were tired of bloated tools that made relationship-building harder. We wanted a platform that keeps you face-to-face with clients, backed by a system that's simple, human, and effective.
Top-of-funnel marketers, relocation teams, and boutique brokers rely on our shared playbook.
Never forget a birthday, anniversary, or milestone — and always show clients you care.
Go into every meeting prepared with notes from past conversations — because the details matter.
Reach out by text or email in your own voice, not from a random number.
Upload a CSV (we provide a sample). We’ll map relationships for you.
Smart reminders and ready-to-send messages keep you top of mind.
Turn stronger relationships into more listings, referrals, and closings.
“Within two weeks I organized 600+ contacts and booked five meetings just by following the prompts.”
“Closing Circle gives my team daily intent signals so we know who needs love next.”
Yes, we migrate contacts with you and configure reminders for each segment.
Workspaces support custom tags, pipelines, and templates so each brand stays organized.