CRM & Sales
Contacts, deals, and pipelines with tasks, appointments, and follow-up in the record layer every other module shares.
- Contacts
- Deals
- Pipelines
- Lead management
- Tasks
- Appointments
- Follow-up
AI-Powered Business Operating Platform
One intelligent platform to run your entire business.
ClosePath brings your CRM, projects, communication, automation, marketing and AI-powered workflows together — so your team can move faster without stitching together multiple platforms.
- One connected workspace
- AI built into daily workflows
- Built to grow with your business
ClosePath Workspace
Sample workspacePipeline Overview
CRMNew Leads24
Qualified13
Proposal8
Won5
Work Board
BoardsOn Track12
Needs Attention3
Completed18
CRMWork BoardsAutomationsCommunicationsAIBusiness Systems
CRM + Work + Communication + Automation + Marketing + AI + Business Systems.All connected — not a CRM, project manager, texting tool, or AI chatbot bolted together.
The platform
Everything your business needs to operate in one place.
ClosePath connects the sales, communication, and operational execution parts of your business so work moves through one system instead of five.
Work Boards & Project Management
The full operational work layer — projects, processes, and delivery — connected to the same customer records.
- Boards
- Items & tasks
- Assignments
- Statuses
- Due dates
- Dependencies
- Milestones
- Kanban
- Table
- Calendar
- Timeline
- Gantt
- Dashboard
- Workload
Automations
A visual builder for triggers, conditions, and actions that runs across CRM records, Boards, tasks, email, and SMS.
- Automation Builder
- Triggers
- Conditions
- Actions
- Follow-up workflows
- SMS automations
- Email automations
- Task automations
- CRM automations
- Board automations
- AI Automation Generator
Communications
Email, SMS/MMS, business phone, calling, and AI voice — routed through the same contact records your team already works in.
- SMS / MMS
- Business phone
- Calling
- AI voice
- Conversation history
- Templates
Marketing, Funnels & Lead Capture
Forms, funnels, landing experiences, and QR codes that drop new leads straight into pipelines, boards, and automations.
- Forms
- Funnels
- Landing pages
- Lead capture
- QR Codes
- Campaign workflows
AI Assistants
Assistance, planning, and generation AI built into daily workflows — not another tab to manage.
- AI Project Manager
- AI Board Builder
- AI Business System Builder
- AI Automation Generator
- AI communication assistance
- AI voice
- AI reporting
- AI video
Custom Data
Model your business exactly — properties, matters, jobs, projects, whatever your team tracks — and connect it to CRM and Boards.
- Custom Objects
- Linked Records
- CRM-connected Boards
- Business-specific structures
Reporting & Intelligence
Dashboards, reports, revenue forecasting, and predictive intelligence give owners visibility across the whole business.
- Dashboards
- Reports
- Revenue Forecasting
- Predictive Intelligence
- Business intelligence
- Activity visibility
Content & Media
A Video Studio and media tools for building, generating, and templating content that lives alongside every other record.
- Video Studio
- AI-generated video
- Media tools
- Templates
Why one platform
Stop stitching your business together.
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.
Before
CRMProject ManagementSMSEmailFormsAutomationAIReports
With ClosePath
One connected platform
CRMWorkCommunicationAutomationAIIntelligence
Business lifecycle
From first interaction to long-term customer.
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.
- 01
Capture
Forms, funnels, inbound calls, and integrations bring every new opportunity into one place.
- 02
Organize
CRM contacts, custom objects, tags, and workspaces keep information findable and accountable.
- 03
Automate
Trigger-and-action workflows handle routing, tasks, notifications, and multi-step sequences.
- 04
Communicate
Email, SMS, calling, and AI voice — attached to the same customer record every time.
- 05
Convert
Pipelines, appointment booking, and AI follow-up move opportunities to won.
- 06
Manage
Work Boards for projects, tasks, and delivery — tied to the same customer records.
- 07
Serve
Client portals, appointment tools, and shared work views keep delivery organized.
- 08
Measure
Dashboards, reports, and AI intelligence give owners visibility across the whole business.
- 09
Grow
Automations, re-engagement, and campaigns keep existing customers active.
Work Boards
Run projects, processes and operations with ClosePath Boards.
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.
Mortgage ProcessingSample Board
APPLICATION
Collect documents
Verify identity
PROCESSING
Order appraisal
Request bank statements
UNDERWRITING
Review conditions
Send to underwriter
CLEAR TO CLOSE
Schedule closing
Send CD
FUNDED
Send welcome email
Archive record
How Boards fit together
- Business SystemThe full operating layer
- BoardProjects, processes, or teams
- GroupsPhases within a board
- Items / TasksThe work itself
- Assignments, Dates, Statuses & AutomationsHow work gets done
Views
- Table
- Kanban
- Calendar
- Timeline
- Gantt
- Dashboard
- Workload
What Boards can do that a task list cannot
Automations
Board-native automations for status changes, assignments, and follow-up.
AI Project Manager
AI surfaces what needs attention and drafts next steps for owners.
Predictive Intelligence
Board and pipeline signals get scored so owners see risk early.
CRM-connected records
Every board item can link to a contact, deal, or custom object.
Cross-board dependencies
Tie related work together across boards inside a business system.
Approvals
Route items through approval steps before they change status.
Goals / OKRs
Roll board metrics up to organization-level goals and OKRs.
Guest collaboration
Bring clients and partners into specific boards without giving them full access.
Enterprise governance
Access review, retention, and health tools for large deployments.
Business Systems
More than software — a system built for how your business works.
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.
Featured system
Mortgage Operations
A complete operating system for a mortgage lender — pipelines, boards, automations, AI, and record connections all pre-wired.
CRM Pipeline
- New Lead
- Pre-Approved
- Processing
- Underwriting
- Closing
- Funded
Boards
- Applications
- Processing
- Underwriting
- Closing
Automations
- Document follow-up
- Status notifications
- Task creation
- Deadline reminders
AI
- AI Project Manager
- Predictive risk
- Follow-up assistance
Connected records
- Borrower Contact
- Loan Record
- Property
The Business System Builder
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.
- Describe your businessA guided intake asks what you do, how work moves, and who is responsible.
- ClosePath assembles the systemBoards, pipelines, automations, and templates generated from your intake.
- Customize inside the platformNothing is locked. Every board, view, and automation is editable.
- Adopt in one workspaceWhat used to take weeks of stitching lives in one connected system.
More shipped systems
Each system comes with its own boards, pipelines, and automations — editable like any other setup.
Real Estate
- Buyer Pipeline
- Listings
- Transaction Coordination
- Contract-to-Close
- Agent Operations
Construction
- Lead / Estimate
- Pre-Construction
- Active Project
- Inspections
- Punch List
- Closeout
Insurance
- Quotes
- Underwriting
- Policy Onboarding
- Renewals
- Claims workflows
Recruiting
- Candidates
- Interviews
- Placements
- Onboarding
- Credential tracking
Marketing Agencies
- Leads
- Clients
- Campaigns
- Content
- Approvals
- Reporting
Property Management
- Properties
- Tenants
- Maintenance
- Inspections
- Turnovers
Legal
- Matter intake
- Cases
- Documents
- Deadlines
- Client communication
Sales
- Leads
- Opportunities
- Proposals
- Onboarding
- Account management
Software / SaaS
- Sales
- Implementation
- Product projects
- Customer onboarding
- Customer success
AI in the workflow
AI that works inside your business.
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.
- Draft communications
- Summarize activity
- Build Boards
- Build Business Systems
- Assist with automations
- Prioritize work
- Analyze workflow risk
- Surface items needing attention
AI BriefingSample
Needs attention
- 3 overdue tasks
- 2 opportunities waiting on follow-up
- 1 project at risk
Suggested actions
- Draft follow-up
- Review stalled pipeline
- Open AI Project Manager
Pricing
Simple plans, priced per organization.
Six plans covering solo professionals to organizations running the full ClosePath platform. Every plan includes the ClosePath core. Usage-based services are billed separately.
Mortgage CRM
$50/mo
1 workspaceSolo mortgage bankers, loan officers, and small lending teams.
- CRM & pipeline
- AI bots
- Lead capture
- Automations
- Growth Engine
- Templates
- Appointment follow-up
Real Estate CRM
$50/mo
1 workspaceRealtors, solo agents, and small real estate teams.
- CRM & pipeline
- AI bots
- Lead capture
- Automations
- Growth Engine
- Templates
- Appointment follow-up
Life Insurance CRM
$50/mo
1 workspaceIndependent life insurance agents, final expense / term producers, and small agencies.
- CRM & pipeline
- AI bots
- Lead capture
- Automations
- Growth Engine
- Templates
- Appointment follow-up
Beginner
$89/mo
Up to 5 workspacesSolo users and small teams ready for the full ClosePath platform.
- 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
Growth
$270/mo
Up to 25 usersGrowing companies and larger teams.
- Everything in Beginner
- Up to 25 users included
- Higher AI usage included
- Advanced automations
- Multi-workspace reports
- Priority email support
Max
$429/mo
Up to 50 usersLarge teams and established organizations.
- Everything in Growth
- Up to 50 users included
- Maximum ClosePath feature access
- Highest included AI usage
- Premium automations
- Advanced reports & insights
- Priority support
Usage-based services and third-party communication costs may be billed separately. Included allowances vary by plan.
Add-ons
Add powerful services as you grow.
Start with the ClosePath platform and add usage-based services when your business needs more capacity.
Business phone numbers
Additional numbers for calling and messaging.
Usage basedText messaging
Text and multimedia messaging routed through the CRM.
Usage basedAI calling
AI-powered calling minutes on top of your platform plan.
Usage basedHigher-volume email
Transactional and campaign sending capacity above included allowances.
Usage basedHigher AI allowances
Extra usage for advanced AI workflows across the platform.
Available add-onAI-generated video
AI-generated video usage for outreach and content workflows.
Available add-onBusiness & contact enrichment
Business, property, and contact enrichment where supported.
Usage basedAdditional storage
Additional document and media storage above included allowances.
Available add-onEnterprise
More than 50 users? Let’s size ClosePath to your organization.
For organizations running ClosePath across multiple departments, teams, or locations — with custom onboarding, implementation, security, and contractual requirements.
- More than 50 users
- Multiple departments
- Multiple teams
- Multiple locations
- Custom onboarding
- Custom implementation
- Security review requirements
- Contractual requirements
- Higher usage requirements
Pricing: Custom
Request enterprise information
Tell us about your organization.
Share a few details and a member of the ClosePath enterprise team will reach out to scope onboarding, implementation, and pricing for your organization.
Agency & SaaS
Want to offer ClosePath to your clients?
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.
Trust & security
Built with business data in mind.
Every ClosePath workspace is scoped, permissioned, and audited so your organization’s data stays yours.
Organization-level data separation
Each workspace is scoped so one organization’s data is not visible from another.
Permission-based access
Roles and per-user permissions control what each team member can see and change.
Secure authentication
Sign-in flows built on Supabase Auth with support for strong password requirements.
Controlled team access
Add and remove members, scope their access, and verify with View As User.
Activity history
Sensitive actions land in an audit log scoped to your organization.
Signed provider integrations
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.
Bring your entire business into one intelligent platform.
Start with the tools your team needs today and grow into a connected system built around your business.