Researching solutions
Owner googles "AI CRM for real estate" → finds Closi → messages on WhatsApp instead of filling another form.
Closi Assistant · WhatsApp
Talk to Closi before you sign up.
The Closi Assistant is a senior SDR on WhatsApp. She knows the entire product, answers your questions in real time, qualifies you, and — if you want — signs your brokerage up directly in the chat. No form, no demo call required.
Try-before-buy
Chat with the product itself
Every other CRM makes you book a demo. Closi lets you experience the product on WhatsApp first. Ask her about features, pricing, integrations, edge cases. She answers from the same Knowledge Base your Sara would use — so what you see is what you get.
- Reply in under 30 seconds
- Knows the full product (every feature, every integration)
- Honest "I don't know" beats hallucinating
- Available 24/7
Closi
online · replies instantly
Hey, does Closi auto-sync with FUB?
Closi
Yes — full 2-way sync. Leads, stages, notes, tasks. You can migrate in under an hour. Want the technical breakdown or just the headline?Headline is fine. And it works on WhatsApp?
Closi
Yep. Sara (your AI BDR) lives on WhatsApp 24/7 — qualifies leads, books showings, escalates to you when hot. Want to see her in action?Show me how she handles a price objection.
Senior SDR mode
Not a chatbot. A consultative seller.
Closi asks before answering generic. She figures out who you are (solo broker / team owner / curious), the pain you actually have, and how Closi could help — in ≤4 messages. No brochure dumping. No "how can I help you today?" fluff.
- Asks before pitching
- Connects feature to declared pain
- Captures email + brokerage + pain incrementally
- Books demos with the team when warranted
Closi
qualifying...
Hi, interested in Closi for my brokerage.
Closi
Nice to meet you. Quick context so I can be useful: solo broker or a team? And roughly how many leads per month?Team of 6. Maybe 200 leads/mo, mostly Zillow + IG.
Closi
Got it. What's the biggest leak today — slow first reply, leads going cold, or no visibility into who's working what?Slow first reply. Nights and weekends kill us.
Closi
Then Sara is the unlock — she replies in 30s, 24/7, in your tone. Want me to walk you through the team plan or schedule a 15-min with a human?Sign up in the chat
No form needed. Apply through the conversation.
When you're ready, just say "I want to sign up" and Closi captures your name + email + brokerage + size + pain. Your application drops into our team's queue (/admin/inbound-leads). We review and you get an invite within 24 hours — magic-link to set up your account.
- No /get-started form needed
- Captured incrementally as you talk
- Review queue with quality_score
- Magic-link invite via email
Closi
online
Ok I'm sold. How do I sign up?
Closi
Right here. I just need 3 things: your name, brokerage name, and best email for the invite.Daniel Reyes, Reyes Realty Group, daniel@reyesrealty.com
Closi
Locked in. Application captured · quality score 8.4 · review in under 24h. You'll get a magic-link to set up your account.Application captured
/admin/inbound-leads · review in 24h
Authenticated mode
For customers: full app powers on WhatsApp
Once you're a customer, Closi recognizes your number and switches to authenticated mode — same powers as the web sidebar Copilot. Ask about your pipeline, create tasks, move stages, query leads — all on WhatsApp. Useful when you're between showings and don't have the laptop.
- Auto-login by phone (E.164 match)
- Full Copilot tools on WhatsApp
- Tenant-scoped data, RLS enforced
- OTP fallback if number changed
Closi
authenticated · Reyes Realty
Closi
Welcome back, Daniel. You have 12 hot leads and 3 tasks due today./leads hot
Closi
Top 3 hot leads:
82° Sarah Chen · showing tomorrow 2pm
74° Mike Patel · asked about offer process
68° Lisa Park · sent pre-approval letter
Reply with a number to drill in, or "brief" for a 30s briefing.
How brokerages actually use Closi on WhatsApp
Both before signup and after.
Pricing question
Curious about cost → asks Closi → gets directed to a tailored quote conversation. Captures email along the way.
Comparing vs FUB
Already on FUB → asks "what's different?" → gets specific feature comparisons + migration path.
Quick pipeline check
Existing customer on the road → "how many leads in hot_prospect this week?" → gets answer in 5 seconds.
Lead capture on the go
At a networking event, get a card → text Closi with photo → she creates the lead with extracted data.
After-hours questions
Sunday 10pm: "how do I configure Sara's persona?" → Closi answers + links to the right admin page.
Send your first WhatsApp now
No signup required. Just type whatever's on your mind.