ClosePath brings your CRM, projects, communication, automation, marketing and AI-powered workflows together — so your team can move faster without stitching together multiple platforms.
CRM + Work + Communication + Automation + Marketing + AI + Business Systems.All connected — not a CRM, project manager, texting tool, or AI chatbot bolted together.
ClosePath combines CRM, Work Boards, automation, communications, forms, reporting, and AI in one connected platform—then shapes the workflow for your team.
Connect lead follow-up, buyer and seller pipelines, transaction work, agent operations, and brokerage visibility.
Manage mortgage relationships and work, then reconcile authorized production data across branches, bankers, finance, and leadership.
Give producers and agency teams a shared CRM, work boards, automations, communications, goals, and reporting layer.
Connect inquiry capture, consultations, matter-intake workflows, deadlines, assignments, client communication, and firm reporting.
ClosePath connects the sales, communication, and operational execution parts of your business so work moves through one system instead of five.
Contacts, deals, and pipelines with tasks, appointments, and follow-up in the record layer every other module shares.
The full operational work layer — projects, processes, and delivery — connected to the same customer records.
A visual builder for triggers, conditions, and actions that runs across CRM records, Boards, tasks, email, and SMS.
Email, SMS/MMS, business phone, calling, and AI voice — routed through the same contact records your team already works in.
Forms, funnels, landing experiences, and QR codes that drop new leads straight into pipelines, boards, and automations.
Assistance, planning, and generation AI built into daily workflows — not another tab to manage.
Model your business exactly — properties, matters, jobs, projects, whatever your team tracks — and connect it to CRM and Boards.
Dashboards, reports, revenue forecasting, and predictive intelligence give owners visibility across the whole business.
A Video Studio and media tools for building, generating, and templating content that lives alongside every other record.
Your customer data, communication, projects and workflows belong in one connected system. ClosePath gives your team a shared platform that carries work from the first interaction through delivery and growth.
One connected platform
ClosePath is designed around the whole lifecycle of a customer — not just the first click. Each stage lives in the same system, so nothing has to be re-entered, re-mapped, or re-synced.
Forms, funnels, inbound calls, and integrations bring every new opportunity into one place.
CRM contacts, custom objects, tags, and workspaces keep information findable and accountable.
Trigger-and-action workflows handle routing, tasks, notifications, and multi-step sequences.
Email, SMS, calling, and AI voice — attached to the same customer record every time.
Pipelines, appointment booking, and AI follow-up move opportunities to won.
Work Boards for projects, tasks, and delivery — tied to the same customer records.
Client portals, appointment tools, and shared work views keep delivery organized.
Dashboards, reports, and AI intelligence give owners visibility across the whole business.
Automations, re-engagement, and campaigns keep existing customers active.
Boards are the operational work-management layer of ClosePath. Use them to run projects, processes, tasks, employees, deadlines, milestones, dependencies, operations, client delivery, and recurring workflows — all connected to the same customer records the rest of the platform uses.
Board-native automations for status changes, assignments, and follow-up.
AI surfaces what needs attention and drafts next steps for owners.
Board and pipeline signals get scored so owners see risk early.
Every board item can link to a contact, deal, or custom object.
Tie related work together across boards inside a business system.
Route items through approval steps before they change status.
Roll board metrics up to organization-level goals and OKRs.
Bring clients and partners into specific boards without giving them full access.
Access review, retention, and health tools for large deployments.
A Business System is more than one Board. It combines CRM pipelines, Boards, forms, automations, communication workflows, tasks, roles, AI tools, reporting, custom objects, and operating instructions into one connected setup. Start with a prebuilt system and customize it — no need to configure everything from scratch.
A complete operating system for a mortgage lender — pipelines, boards, automations, AI, and record connections all pre-wired.
Describe your business once and ClosePath generates a working setup — boards, pipelines, automations, and templates — tailored to how your organization runs. Everything stays editable inside the platform.
Each system comes with its own boards, pipelines, and automations — editable like any other setup.
AI should help your team act, not give you another tab to manage. ClosePath surfaces what needs attention, drafts the response, and hands the decision back to you.
Six plans covering solo professionals to organizations running the full ClosePath platform. Every plan includes the ClosePath core. Usage-based services are billed separately.
Solo mortgage bankers, loan officers, and small lending teams.
Realtors, solo agents, and small real estate teams.
Independent life insurance agents, final expense / term producers, and small agencies.
Solo users and small teams ready for the full ClosePath platform.
Growing companies and larger teams.
Large teams and established organizations.
Usage-based services and third-party communication costs may be billed separately. Included allowances vary by plan.
Start with the ClosePath platform and add usage-based services when your business needs more capacity.
Additional numbers for calling and messaging.
Usage basedText and multimedia messaging routed through the CRM.
Usage basedAI-powered calling minutes on top of your platform plan.
Usage basedTransactional and campaign sending capacity above included allowances.
Usage basedExtra usage for advanced AI workflows across the platform.
Available add-onAI-generated video usage for outreach and content workflows.
Available add-onBusiness, property, and contact enrichment where supported.
Usage basedAdditional document and media storage above included allowances.
Available add-onFor organizations running ClosePath across multiple departments, teams, or locations — with custom onboarding, implementation, security, and contractual requirements.
Pricing: Custom
Share a few details and a member of the ClosePath enterprise team will reach out to scope onboarding, implementation, and pricing for your organization.
ClosePath’s Agency and SaaS programs are designed for organizations that want to provision client accounts, deliver industry-specific systems and build recurring revenue on one connected platform.
Every ClosePath workspace is scoped, permissioned, and audited so your organization’s data stays yours.
Each workspace is scoped so one organization’s data is not visible from another.
Roles and per-user permissions control what each team member can see and change.
Sign-in flows built on Supabase Auth with support for strong password requirements.
Add and remove members, scope their access, and verify with View As User.
Sensitive actions land in an audit log scoped to your organization.
Inbound webhooks from Twilio, Telnyx, SendGrid, and Stripe are signature-verified.
ClosePath continues to expand its formal security and compliance program. Certification requirements can be discussed with sales for organizations that need them.
Start with the tools your team needs today and grow into a connected system built around your business.