CRM Contacts
A single source of truth for every lead, prospect, and customer — with notes, tags, and history.
AI-powered CRM & business growth platform
ClosePath AI helps business owners turn leads into booked appointments, organized follow-up, and closed deals.
An AI-powered CRM built for growing teams that need contacts, pipeline, appointments, tasks, automations, dashboards, messaging, and team management in one simple platform.
- Capture and organize leads
- Follow up faster with AI
- Book more appointments
- Track every deal and task
- Manage teams and permissions
- See growth with dashboards and reports
Growth command centerLive
New leads—
Tasks due—
Pipeline—
New
Qualified
Appointment
Closing
AI follow-up suggestions readyLive
Appointment booked from formLive
New opportunity createdLive
Why most growth stalls
The opportunity is rarely the problem. The system around it is.
Growth does not usually fail because the business lacks opportunity. It fails because the opportunity is not followed up with fast enough, tracked clearly enough, or managed consistently enough. Leads get scattered across inboxes, follow-up slips, appointments fall through the cracks, teams lose visibility, and reporting turns into spreadsheet archaeology.
Scattered leadsLost between forms, inboxes, and spreadsheets.
Slow follow-upThe fastest reply usually wins the deal.
Missed appointmentsNo tracking, no reminders, no accountability.
Disorganized teamsNo one knows who owns what or what is next.
Unclear reportingYou cannot scale what you cannot see.
What ClosePath AI does
One platform to run the front end of your business.
Sales Pipeline
Drag-and-drop stages, deal values, and forecasting so nothing stalls in your funnel.
Tasks
Assign work, set due dates, and keep follow-up moving across the whole team.
Appointments & Calendar
Day, week, and month views with full appointment tracking inside your CRM.
AI Assistant
AI writing help, summaries, and follow-up suggestions built into your workflow.
Automations
Trigger sequences, tasks, tag updates, and lead routing from a simple builder.
Dashboards & Reporting
KPI cards, pipeline value, lead source charts, and marketing performance at a glance.
Team Members & Permissions
Add teammates, scope what they can see, and keep each workspace organized.
View As User
Step into any teammate’s perspective to verify exactly what they can access.
Forms & Lead Capture
Publish forms that drop new leads straight into your CRM and pipeline.
Email & SMS Direction
Send messages, queue follow-ups, and coordinate outreach across your team.
Google & Microsoft Calendar
Sync appointments with the calendar your team already lives in.
Meet, Teams & Manual Zoom
Attach Google Meet, Microsoft Teams, or a manual Zoom link to any appointment.
Google Sheets
Connect Google Sheets per workspace to sync contacts and power custom data flows.
Stripe Billing Direction
Subscription plans wired through Stripe so billing stays simple and predictable.
Audit Logs & Security
Org-level security with audit trails and workspace isolation built in.
AI assistants inside the CRM
AI Assistants That Help Your Business Sell More
ClosePath AI gives business owners a team of AI assistants built to help with calling, texting, emailing, follow-up, content creation, appointment setting, lead organization, and sales execution. Instead of hiring more people just to keep up, your team can move faster with AI support built directly into the CRM.
Designed for sales performance
ClosePath AI is designed to help teams increase sales activity, speed to lead, and conversion opportunities — with the goal of helping businesses improve sales performance by up to 48% when paired with consistent follow-up and automation.
Caller AI
Help your team prepare for calls, summarize conversations, identify next steps, and keep follow-up moving. Future voice features can support outbound and inbound call workflows.
Email AI
Write follow-up emails, nurture messages, appointment reminders, reactivation campaigns, and sales responses in seconds — without starting from a blank page.
SMS AI
Create fast, professional text messages for new leads, missed calls, appointment confirmations, overdue follow-ups, and pipeline updates.
Follow-Up AI
Suggest the next best message, create tasks, help prioritize hot leads, and make sure no opportunity sits untouched.
Appointment AI
Help schedule appointments, prepare meeting notes, attach meeting links, and keep your calendar tied to the contact and deal.
Pipeline AI
Help identify stalled deals, summarize opportunities, recommend next actions, and keep every deal moving toward close.
Content Builder AI
Create landing page copy, emails, social posts, ad ideas, follow-up campaigns, and sales scripts from inside the platform.
Automation Builder AI
Help users think through workflows like lead routing, tag-based follow-up, appointment reminders, task creation, and reactivation campaigns.
Lead Scoring AI
Future-ready scoring to help identify the leads most likely to book, respond, or close based on activity, source, and engagement.
Reporting AI
Help owners understand what is happening across leads, tasks, appointments, pipeline, campaigns, and team activity.
Sales performance
How ClosePath AI Helps Boost Sales Performance
Most businesses do not need more software. They need faster follow-up, clearer systems, and better execution. ClosePath AI helps business owners build a repeatable sales process powered by CRM data, automation, and AI assistants.
Faster speed to lead
More consistent follow-up
Fewer missed opportunities
Better appointment tracking
Smarter lead prioritization
Cleaner sales pipeline
More accountability across the team
Better owner visibility
Less manual admin work
More time spent selling
Built to scale
Built to help owners scale without losing control.
ClosePath AI helps owners scale by giving them systems, visibility, and automation — so growth does not depend on heroics from a single person.
Standardize your process
Run the same proven workflow across every rep, every workspace, every day.
Assign leads to the right person
Route inbound to the teammate who can actually close it — fast.
Track follow-up activity
See who reached out, when, and what is still waiting on a touch.
Automate repeat tasks
Stop doing the same manual updates — let automations handle the busywork.
Monitor team performance
Know who is producing, where bottlenecks sit, and where coaching pays off.
See pipeline and revenue opportunities
Forecast based on real deal stages — not gut feel or spreadsheets.
Keep data separated by workspace
Each sub-account is fully isolated. Clients, teams, and brands stay clean.
Use View As User
Verify exactly what each team member can see before you give them access.
Dashboards
Know what is happening without digging through spreadsheets.
Get the metrics that actually matter — leads, pipeline value, tasks, appointments, marketing performance — in one place. Start fast with templates, then customize as you go.
- KPI cards across the business
- Lead source breakdown charts
- Pipeline value at a glance
- Task status by team and stage
- Appointment activity and trends
- Marketing performance cards
- Dashboard templates to start fast
- Connect-ready: Google Ads, Analytics & Meta Ads
- AI writing help across messages and notes
- AI follow-up support for stalled leads
- AI chat foundation for assistants
- Future-ready: lead scoring
- Future-ready: next-best-action suggestions
- AI summaries for contacts and conversations
AI built in
AI that helps your team move faster.
AI is not a side feature — it is woven into messaging, follow-up, and summaries so your team can spend more time talking to people and less time writing the next note.
Automations
Automate the work that slows your team down.
Trigger sequences from form submissions, tags, pipeline movement, and contact activity. Tag updates, follow-up steps, task creation, and lead routing all run in the background.
- Add or remove tags automatically
- Trigger follow-up sequences
- Create tasks for the right teammate
- Route leads based on rules you define
- Power campaign logic end to end
- Run multi-step follow-up sequences
- Future-ready: visual automation builder upgrades
- Day, Week, and Month calendar views
- Edit and delete appointments inline
- Google Calendar sync
- Microsoft Calendar sync
- Google Meet links on appointments
- Microsoft Teams links on appointments
- Manual Zoom link support
- Appointment tracking inside the CRM
Calendar & appointments
Book, track, and manage appointments.
A full calendar built into your CRM with the meeting tools your team already uses. Sync with Google or Microsoft, attach Meet or Teams, or drop in a manual Zoom link.
Team & security
Give your team access without giving up control.
Granular permissions, assigned-data-only access, View As User, and workspace isolation keep your data clean as your team grows.
- Add and manage team members
- Roles and granular permissions
- Assigned-data-only access for reps
- View As User mode for verification
- Workspace isolation between accounts
- Audit logs for sensitive actions
- Organization-level security controls
Who it's for
Built for teams that run on relationships, follow-up, and speed.
Mortgage companies
Real estate teams
Marketing agencies
Sales teams
Local service businesses
Consultants & coaches
Small business owners
Agencies managing multiple workspaces
Comparison
Powerful like an enterprise CRM. Simpler for business owners.
Enterprise CRMs are powerful, but many business owners need something easier to launch, easier to understand, and focused on leads, appointments, follow-up, and sales execution.
Enterprise CRM
Heavy, complex, expensive
- Complex setup that drags on for months
- Expensive customization for every change
- Too many tools nobody on the team actually uses
- Hard for small teams to operate day-to-day
ClosePath AI
Modern, focused, AI-first
- Faster to understand from day one
- AI-first workflow built into the core
- Built around lead follow-up, not configuration
- Appointments, pipeline, tasks, and dashboards together
- Team controls without the clutter
Pricing
Simple pricing. 7-day free trial on every plan.
Starter Plan
Close Path AI for Mortgage Bankers
$50/month
7-day free trial
A simple AI-powered CRM built to help mortgage bankers manage leads, follow-ups, appointments, and borrower conversations without paying for a bloated system.
- Lead/contact management
- Pipeline tracking
- Tasks and reminders
- Email/SMS follow-up tools
- AI assistant
- Basic funnels/forms
- Appointment tracking
- Prospect organization
Best Value
Close Path AI for Realtors
$50/month
7-day free trial
A simple AI-powered CRM for realtors who need to manage buyers, sellers, leads, follow-ups, showings, and client conversations in one easy place.
- Buyer/seller lead tracking
- Contact management
- Pipeline tracking
- Tasks and reminders
- Email/SMS follow-up tools
- AI assistant
- Basic funnels/forms
- Appointment tracking
Beginner
$89/month
7-day free trial
Best for solo users and small teams getting started.
- Full CRM, pipeline, tasks, calendar
- Messages, forms, and reports
- Up to 5 workspaces / sub-accounts
- Limited AI tools included
- Google Sheets integration
- Team management & permissions
• Extra AI usage may require additional charges• Text/SMS usage charges apply separately• Third-party provider charges may apply
Start 7-Day Free TrialMost Popular
Growth
$270/month
7-day free trial
Best for growing agencies running multiple workspaces.
- Everything in Beginner
- Unlimited workspaces / sub-accounts
- Higher AI usage included
- Advanced automations
- Multi-workspace reports
- Priority email support
• Does not include every advanced/max feature• Extra AI model usage may apply• Text/SMS usage charges apply separately• Third-party provider charges may apply
Start 7-Day Free TrialMax
$429/month
7-day free trial
Best for serious agencies and teams that want it all.
- Everything in Growth
- Maximum ClosePath feature access
- Highest included AI usage
- Premium automations
- Advanced reports & insights
- Priority support
• Text/SMS usage still billed separately• AI model overages / premium model usage may apply• Third-party provider charges may apply
Start 7-Day Free TrialText messaging, phone, email provider fees, premium AI model usage, and third-party integration costs may be billed separately based on usage.
FAQ
Questions before you start?
Who is ClosePath AI for?
Mortgage and real estate teams, marketing agencies, sales teams, consultants, and local service businesses that need a CRM with AI, automation, and team controls built in.
How does the 7-day free trial work?
Start your trial on any plan, use the full CRM, AI tools, automations, and reports for 7 days. No long-term commitment — cancel anytime during the trial.
What are agency workspaces / sub-accounts?
Each workspace is a fully isolated CRM environment. Use them for clients, business units, or brands — switch between them from a single login.
What costs are billed separately?
Text messaging, phone, email provider fees, premium AI model usage, and third-party integration costs are billed separately based on your usage.
Ready when you are
Ready to build a business that follows up faster and closes more?
ClosePath AI is built for business owners who want a simpler, smarter way to manage leads, follow-up, teams, and growth.