Closio CRM · Features
The real estate CRM your agency needs.
Closio Estate replaces scattered tools with one unified platform designed for real estate.
Your entire portfolio. One click away.
Closio doubles as a property management platform connected to your agency website. Add, edit, and publish listings, manage photos, owners, and details, all synced live to your site. No more duplicate data entry.
Now that your properties are online, let's capture the leads they generate.
Every conversation becomes a lead.
Automatically capture and centralize leads from SMS, WhatsApp, Instagram, Facebook, property portals, and your website. No lead gets lost in personal phones.
I'm interested in a beach house in Byron Bay, budget $1.5M...
Hi, I saw your clifftop listing in Bronte...
Hi, I'm after land on the Gold Coast...
Looking for an investment property in Manly...
Leads are flowing in. Next: route them to the right agent automatically.
The right lead to the right agent.
Auto-distribute incoming leads based on location, property type, or agent availability. Or let AI respond instantly while you assign manually.
| Leads | Temp | Source | Assigned To | Status |
|---|---|---|---|---|
| James Wilson | Hot |
R
Rina P. | Assigned | |
| Sarah Chen | Warm |
D
Dewi A. | Assigned | |
| Marc Dupont | Hot |
A
Agus W. | Pending | |
| Tanaka Yuki | Cold |
M
Maya S. | Assigned |
Leads are assigned. But what about after hours? AI takes over.
AI replies while your agents sleep.
AI auto-responds to SMS, WhatsApp, Instagram, and Facebook messages, qualifying leads, answering questions, and creating contacts. Your agency is always responsive.
Hi, I'm interested in a beach house in Byron Bay. Budget $1.2-1.5M. Any recommendations?
10:32
AI Auto-reply
Hi James! Thanks for your interest. We have 3 beach houses in Byron Bay within budget. Our agent Rina will be in touch shortly with full details.
10:32
I've created your profile and will send 3 beach house recommendations via PDF. Any particular preferences?
10:33
Conversations are handled. Now match every prospect with the perfect property.
The right property for the right prospect.
From the prospect detail page, agents can view requirements, send personalized property recommendations via SMS, WhatsApp, email, or PDF, all in one click. Every interaction is tracked.
Recommendations sent. Time to measure what's working.
Data-driven agency management.
Track agent performance, sales pipeline, ROI per marketing channel, commission calculations, and conversion rates, all in real-time dashboards.
That's the core workflow. But Closio does much more.
Calendar, documents, commissions, team management, e-signatures all built in and ready to use.
Closio CRM · Capabilities
Core Capabilities
Everything your agency needs, nothing it doesn't.
- SMS, WhatsApp, Instagram & email in one view
- Auto-capture leads from every channel
- Source tracking on every conversation
- Instant notifications so no lead goes cold
- Auto-assign leads based on rules you set
- Workload balancing across your team
- Round-robin, geo, or property-type routing
- Real-time agent availability tracking
- AI auto-replies by SMS, WhatsApp & social channels
- Automatic lead qualification via chat
- Smart follow-ups that feel human
- Handoff to agents at the right moment
- Match prospects to properties by criteria & budget
- Send curated recommendations in one click
- Centralized property database with photos & docs
- Visual Kanban board from first contact to closing
- Document checklist per transaction
- Milestone reminders so nothing slips
- Marketing cost tracking per channel
- Agent leaderboard & conversion rates
- Revenue forecasting per agent and team
- SMS, WhatsApp, Instagram & email in one view
- Auto-capture leads from every channel
- Source tracking on every conversation
- Instant notifications so no lead goes cold
- Auto-assign leads based on rules you set
- Workload balancing across your team
- Round-robin, geo, or property-type routing
- Real-time agent availability tracking
- AI auto-replies by SMS, WhatsApp & social channels
- Automatic lead qualification via chat
- Smart follow-ups that feel human
- Handoff to agents at the right moment
- Match prospects to properties by criteria & budget
- Send curated recommendations in one click
- Centralized property database with photos & docs
- Visual Kanban board from first contact to closing
- Document checklist per transaction
- Milestone reminders so nothing slips
- Marketing cost tracking per channel
- Agent leaderboard & conversion rates
- Revenue forecasting per agent and team
AI-Powered
The layer that works while you sleep.
AI Assistant
Qualifies leads, drafts replies, and flags stale deals, so your agents focus on closing.
Daily Briefing
Every morning, each agent gets priorities, hot leads, and follow-ups due today.
Smart Follow-Ups
Automated WhatsApp & email sequences triggered by lead behavior and pipeline stage.
Qualifies leads, drafts replies, and flags stale deals, so your agents focus on closing.
Every morning, each agent gets priorities, hot leads, and follow-ups due today.
Automated WhatsApp & email sequences triggered by lead behavior and pipeline stage.
Ready to transform your agency?
A 20-minute call. We map the workflow above onto your agency, hand you a tailored quote, and answer every question.