Closing CRM Docs

Getting Started

Closing CRM uses Sign in with Apple - no passwords, no separate account. Download the app, sign in, and your 14-day free trial starts immediately.

1. Download Closing CRM from the App Store.
2. Sign in with Apple. If you use Apple's private relay, the app will ask for an email so we can reach you about your account.
3. Fill in Settings → My Details - your name, contact info, and brokerage. These power the {agentName}-style wildcards in message templates.
4. Import or add your first client, then create a deal to start your pipeline.

Home & Dashboard

The Home tab is your morning briefing. It shows today's tasks, overdue follow-ups, and a snapshot of your active pipeline - including commission math adjusted for your broker split (set under Settings → Deal Settings).

• Today's tasks - follow-ups and to-dos due today, with counts in the section headers.
• Past due - anything you missed, so nothing slips.
• Deal cards - your active deals with progress through their key dates.
• Completing a follow-up action from the dashboard marks the task done automatically.

Clients

The Clients tab holds everyone you're working with - buyers, sellers, and leads.

• Add clients manually or pull them straight from your phone's contacts with the Import Contact button.
• Additional contacts - attach co-buyers, vendors, and cooperating agents to a client record, picked right from your phone.
• Statuses - track where each relationship stands, including "Property listed" for listing-side clients.
• Lead imports - leads arriving via ClosingIO show their source details on the client record.
• Notes - every client has a notes section for context that doesn't fit a field.
• Archive - archive past clients to keep the list clean; restore them anytime.

Deals & Pipeline

The Deals tab is your pipeline. Each deal tracks clients, key dates, commission, and showings in one place.

• Deal progress - the date tracker shows where each transaction stands at a glance.
• Co-buyers - add a second buyer to the deal.
• Quick contact - long-press a client on the deal view to call, email, or text them.
• Commission - set your broker split once in Settings and every deal's math reflects it.
• Showings - the deal's showings section lists recent showings with a See All view for the full history.
• Archive - completed and dead deals move to the archive without deleting their history.

Showings

The Showings tab logs every property showing and ties it to the right client and deal.

• Log a showing - property, client, date, and notes.
• ShowingTime import - import showing activity (buyer and listing sides) instead of re-entering it.
• Context everywhere - showings appear on the client's record and inside the deal, so the full history travels with the transaction.
• Tap through - any showing row opens full showing details.

Message Templates

Templates are reusable texts and emails. Write once, personalize automatically with wildcards, and send in a couple of taps.

Tap a wildcard chip while editing to insert it at the cursor - it gets replaced with real data when you use the template. Groups include:

• Client - {firstName} {lastName} {fullName} {phone} {email} {leadSource} {budget} {side}
• Co-client - {coClientFirstName} {coClientFullName} {coClientPhone} {coClientEmail}
• Agent (you) - {agentName} {agentFirstName} {agentLastName} {agentEmail} {agentMobile} {agentOffice} {agentCompany}
• Property & lead - {propertyAddress} {propertyCity} {propertyState} {propertyZip} {propertyMLS} {leadMessage} {minPrice} {maxPrice} {timeFrame}
• Showing - showing-specific wildcards for scheduling confirmations.

Tasks & Reminders

• Follow-up reminders - set a follow-up on any client or deal and it lands on your dashboard when due.
• Daily digest - an optional email digest summarizes what's due so nothing gets missed.
• One-tap complete - finishing a follow-up action (call, text, email) completes the underlying task.
• Notifications - configurable under Settings → Notifications.

E-signature agreements

Closing CRM has built-in e-signature support - send agreements for signing and preview the PDFs in-app, then resend them when a client loses the thread.

ClosingIO Integration

Connect your closingio.com account under Settings → ClosingIO to sync leads and import showing activity (buyer and listing sides). New leads arrive with their source, message, price range, and timeframe intact - ready for templates and follow-ups.

iCloud Sync & Backup

Your CRM data lives on your device and syncs through your personal iCloud via Apple's CloudKit - we never see your client database. Every signed-in iPhone or iPad with the app gets the same data automatically.

• Make sure iCloud Drive and the app's iCloud toggle are enabled in iOS Settings.
• Data stays in your iCloud - delete the app's data via iOS storage settings to remove it completely.
• Backup options live under Settings → Backup.