Welcome to CloseFlow

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CloseFlow keeps every relationship, follow-up, deal, and task connected so each client always has a clear next action.

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The CloseFlow Workflow

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New Lead → Follow-Up → Qualified → Deal → Tasks → Negotiation → Under Contract → Closed

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1. Capture Every Lead

Add buyers, sellers, past clients, and referral partners to ‣.

Set these fields immediately:

• Contact Type
• Lead Status
• Temperature
• Lead Source
• Next Follow-Up

Use the 👤 New Buyer Lead or 🏡 New Seller Lead template for a consistent qualification process.

2. Schedule the Next Conversation

Create an activity in ‣ and connect it to the relevant Contact and Deal.

Every meaningful conversation should end with:

• A clear outcome
• Useful notes
• A next follow-up date
• A defined next action