Closing Cloud Adds Expense Tracking
Easily manage, categorize, and monitor business expenses to save time and stay organized.
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Never Lose a Deal Again:
Visual Pipeline Management
Get complete visibility into your sales pipeline with intelligent tracking that shows you exactly where every deal stands and what needs your attention next. Stop losing deals in the chaos and start closing with confidence.
Custom Deal Stages That Match Your Process
Revenue Forecasting with Close Probabilities
Track Conversion Rates & Identify Bottlenecks
Transform pipeline chaos into organized clarity. See exactly where every opportunity stands, prioritize high-value deals, and focus your energy where it matters most to consistently hit your targets.
Leads
Contacted
Qualified
Closed
Stay on Target:
Sales & Commission Tracking
Set clear goals, track performance, and celebrate wins — all from your CRM dashboard.
Track Goals in Real Time
Monitor team sales and commissions as deals close.
Visual Progress Insights
See performance trends at a glance with simple charts.
Motivate Top Performers
Recognize achievements and keep your team driven.
Keep every agent focused on their goals — and see your team’s success grow.
Total Revenue
$125,000
Commissions
$31,250
Commission Splits
-$15,625
Expenses
-$8,500
Net Profit
$7,125
Track Every Dollar:
Expense & Commission Management
Simplify financial tracking with automated commission calculations, real-time expense monitoring, and instant profit visibility — all inside your CRM.
Automatic Commission Calculations
Let the CRM handle math for every transaction and split.
Track Splits & Team Payouts
Manage agent splits and team payments with full transparency.
Expense Tracking Made Easy
Record marketing costs, fees, and other deal-related expenses.
Real-Time Profit Insights
See your bottom line update instantly as deals close.
Gain full visibility into every deal’s financials — so you can focus on growth, not spreadsheets.
Every Step, on Schedule:
Transaction Timelines
Keep deals moving smoothly with clear, automated transaction timelines that keep everyone on track.
Auto-Track Every Milestone
From offer to close, every deadline and document is mapped automatically.
Smart Reminders
Get instant alerts for due dates, missing tasks, and key updates.
Keep Clients and Teams Aligned
Everyone stays informed — from your agents to your clients — with real-time visibility.
Stay organized, reduce surprises, and close every deal on time.
Powerful Features for Modern Agents
Everything you need to manage deals, collaborate with your team, and deliver exceptional client experiences.
Contact/Lead Management
Capture, organize, and nurture leads with ease. Track interactions, set follow-ups, and turn prospects into clients effortlessly.
Task Management
Stay organized and on top of every deal with smart task management. Assign tasks, set deadlines, and keep your team aligned from start to close.
Email Signatures
Create and customize professional email signatures to enhance your brand and maintain consistency in all client communications.
Transaction Timelines
Share interactive timelines with clients to keep them informed about key milestones, upcoming deadlines, and transaction progress.
Email Templates
Access pre-written, ready-to-send email templates designed to simplify communication and save time with every client interaction.
Deal & Pipeline Management
Track and manage your deals effortlessly with a visual pipeline that helps you stay organized, monitor progress, and close faster.
Commission Tracking
Monitor your earnings and expected commissions with detailed tracking for each deal, giving you clear insight into your income pipeline.
Real Estate Calculators
Help clients make smarter decisions with mortgage, affordability, and ROI calculators built directly into your CRM tools.
Document Storage
Securely store and organize your transaction documents in one centralized location for quick and easy access.
Track Expenses
Log and categorize expenses in real time to understand where your money is going and keep every transaction balanced.
Performance Reports
Generate clear, visual reports on sales, commissions, and profitability for instant insight into your business performance.
Set Goals
Create and monitor personal or team goals for sales and commissions to stay focused and motivated throughout the quarter.
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