ClosePath AI — Plans & Pricing
Pick the CRM built for your industry. 7-day free trial. No charge today.
Starter Plan
Mortgage CRM
$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.

✓CRM
✓AI bots
✓Lead capture
✓Automations
✓Growth Engine
✓Templates
✓Appointment follow-up
✓Campaign tracking
Best for: Solo mortgage bankers, loan officers, and small lending teams.
Explore the Mortgage CRM solution →Start Mortgage CRMSimple. Affordable. Built for mortgage professionals.
Best Value
Real Estate CRM
$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.

✓CRM
✓AI bots
✓Lead capture
✓Automations
✓Growth Engine
✓Templates
✓Appointment follow-up
✓Campaign tracking
Best for: Realtors, solo agents, and small real estate teams.
Explore the Real Estate CRM solution →Start Real Estate CRMEverything you need to follow up, stay organized, and close more clients.
Starter Plan
Life Insurance CRM
$50/month
7-day free trial

A simple AI-powered CRM built for independent life insurance agents to manage leads, quotes, follow-ups, appointments, and policy conversations in one place.

✓CRM
✓AI bots
✓Lead capture
✓Automations
✓Growth Engine
✓Templates
✓Appointment follow-up
✓Campaign tracking
Best for: Independent life insurance agents, final expense / term producers, and small agencies.
Explore the Life Insurance CRM solution →Start Life Insurance CRMEverything you need to follow up, book appointments, and grow your book.
Beginner
$89/mo
7-day free trial
Workspaces: Up to 5 workspaces
AI: Limited AI usage included
✓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 Beginner trial
Growth
$270/mo
7-day free trial
Workspaces: Unlimited workspaces
AI: More AI access than Beginner
✓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 Growth trial
Max
$429/mo
7-day free trial
Workspaces: Unlimited workspaces
AI: Highest included AI access
✓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 Max trial
Text messaging, phone, email provider fees, premium AI model usage, and third-party integration costs may be billed separately based on usage.
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