Visual pipeline + temperature
Canonical stages with automatic heat-score per lead based on real signals.
New
24
Qualified
12
Hot
5
Tour
2
The AI-native CRM for modern brokerages
One AI agent for your entire real estate operation.
Sara qualifies leads on WhatsApp 24/7, the Copilot knows your full pipeline, and smart cadences keep deals from dying of inaction. Migrate from Follow Up Boss in 5 minutes.
WhatsApp Business · Sara
Live
WhatsApp Business
Sara
L
Inbound lead
Hi, I saw the listing for the 2-bed in Brickell. Is it still available?
Sara
Hi! I'm Sara from Celebrity. Yes, it's available. Do you have time for a quick call tomorrow at 10am or do you prefer 2pm?
L
Sara — AI BDR on WhatsApp, 24/7
Try it now · WhatsApp
Talk to Closi before you sign up
Closi is the only AI CRM in real estate where you can chat with the product before you pay. Send a WhatsApp message — Closi answers, qualifies you, and can sign your brokerage up right there in the chat.
- Replies in seconds, seven days a week
- Knows the whole product — features, integrations, pricing
- Signs you up directly in the chat (no form)
Closi
online
Hi! How would Closi help a 12-agent brokerage?
Closi
Hey there 👋 Happy to walk you through it. Are you a brokerage owner, a broker, or exploring the market?Owner. Looking to cut FUB and run on something AI-native.
Closi
Got it — that’s exactly Closi’s sweet spot. I’ll send you 2 case studies from similar brokerages and book a 30-min call with the team. What’s your email?Works with what you already use
1-click migration from Follow Up Boss, continuous sync with BrokerMint, native Google Workspace and WhatsApp Business — no process rewrites.
Gmail
Google Calendar
WhatsAppReal numbers, real brokerage
Live metrics from Celebrity Global Realty, our Miami design partner. Pulled this month.
3,147
Active leads under management
< 47 sec
Sara median first-reply on WhatsApp
4
Brokers, one operation, zero spreadsheets
0
Leads missed in the last 30 days
What makes Closi different
Three things nobody else does this well
Not just "another CRM". Three native agents covering capture, operations, and migration.
WhatsApp Business
Sara
L
Inbound lead
Hi, I saw the listing for the 2-bed in Brickell. Is it still available?
Sara
Hi! I'm Sara from Celebrity. Yes, it's available. Do you have time for a quick call tomorrow at 10am or do you prefer 2pm?
L
AI BDR
Sara — your WhatsApp sales agent
Replies in seconds, qualifies BANT, books showings, and only escalates to a human when the lead is hot. Reads audio, photos, PDFs — and knows everything about your market via your brokerage Knowledge Base.
- Replies in under 60 seconds
- Reads audio (Whisper), images (Vision), and PDFs
- Per-brokerage Knowledge Base — no hallucinations
- Books in Google Calendar, escalates with a briefing
Closi Copilot
liveWhy is Sandra cooling off this week?
Last reply was May 13. Since then 3 unanswered messages — tour, preapproval, new listing. I'd re-engage with the 2-bed Brickell Heights that hit MLS this morning. Fits her $580k budget.
/pergunte…
Internal copilot
A copilot that knows your entire pipeline
A side chat on every screen — ask by voice or text and get answers with real-time data. And it acts: creates notes, moves stages, schedules tasks.
- Knows your pipeline, history, and features
- Voice command after meetings
- Executes mutations (creates notes, moves stages)
Daily briefing
7:00 AM · 3 leads need you
SP
Sandra P.
Hot · 78°
Call today
RC
Robert C.
Warm · 64°
Send listing
MC
Mário C.
Dormant · 4d
Re-engage
71% of deals die from inaction — not today.
Smart cadence
So no opportunity dies from inaction
71% of real estate leads die from poor follow-up. Closi’s cadence covers 6 states, with a 7am daily briefing and automated alerts when a lead cools down.
- 6 cadence states (cold, warm, hot, dormant, won, lost)
- 7am daily briefing: "your hot leads today"
- Risk alerts when a lead cools off or goes dark
Lead in Closi
Stage = closed
3
Becomes contact in BrokerMint…4
Commission paid = past client1.947 / 3.147 leads62%
Migration + financial loop
Leave FUB in 5 minutes. Close the loop to commission.
Paste your Follow Up Boss API key and migrate 3,000 leads in 2 minutes. Continuous webhook sync keeps both systems running in parallel. And at close, BrokerMint (BoldTrail BackOffice) sync takes the lead to transaction + GCI commission.
- 1-click FUB migration with continuous webhook sync
- BrokerMint sync: transactions, commissions, e-sign, checklists
- Closi=pre-sale, BM=closing — no gap in the funnel
Everything your brokerage needs, in one place
Your whole operation revolves around the three agents. No duplicate CRM, no spreadsheets, no missed follow-ups.
Personal WhatsApp monitoring
Connect your number and Closi detects leads in chats you opt-in.
Native Gmail + Calendar
Threads and meetings show up in the lead profile. Replies go out via your Gmail.
Multi-channel notifications
In-app bell, email, and WhatsApp — with quiet hours respected.
Multi-broker permissions
Owners and brokers with proper scope. Unowned-lead pool, auto-assignment.
Full audit + compliance
Every action logged. Tokens encrypted AES-256-GCM. LGPD and CCPA ready.
How it works
Three steps to put AI to work for your brokerage.
- 1
Connect FUB and Google
OAuth with Follow Up Boss + Gmail + Google Calendar. Your entire base lands in Closi in minutes.
- 2
Configure your AI agents
Set Sara’s tone, ICP, and triggers. Configure the copilot. Done — the AI knows your brokerage.
- 3
Closi handles inbound 24/7
Inbound arrives, AI replies, lead warms up. You step in when the client is ready to close.
"We migrated 3,147 leads from FUB in under 5 minutes. Sara booked her first qualified appointment in 48 hours."
JF
Jose Fernandes
Broker Owner · Celebrity Global Realty
Pricing
Request a demo
Or talk to Closi Assistant on WhatsApp — she knows the product, pricing, and integrations, and can hand you off to the team when you’re ready.
Email the teamReady to scale your brokerage with AI?
Sign in now or talk to the team to book a demo.