CloseBoss fits into the workflow you already have.

Run Meta lead ads and feed responses straight into CloseBoss. Custom field mapping for buyer / seller / open-house forms.

Your own page at closebossai.com/@you — home value, home search, booking, and contact forms land in your CRM with the source attached.

Native open-house signup page — visitors scan a QR code and land in your CRM with auto-tagging and source attribution.

Upload a CSV export from your old CRM. Column mapping has presets for Follow Up Boss, kvCORE / BoldTrail, and Lofty (Chime); duplicates merge on email and phone.

Coming soon: import contacts straight from your phone in the CloseBoss iPhone app. Until then, import them by CSV.

Coming soon: Zillow inquiries routed into the Lead Queue to trigger AI follow-up. Until then, import them by CSV.

Coming soon: Realtor.com leads with the same routing and source attribution. Until then, import them by CSV.

Appointments, inspections, closings, and signings are added to your Google Calendar, and client email sends from your own Gmail address. Events created in Google don't sync back yet.

Coming soon: the same calendar and sending for Outlook.

Coming soon: see Apple-calendar events alongside CloseBoss bookings.

Click-to-call dialer + AI voice answering for inbound. Calls are recorded, transcribed, and summarized on the contact record.

Carrier-registered SMS pipeline with high daily throughput. Powers missed-call text-back, AI follow-up, and template sends.

For agents serving Chinese-speaking clients: your WeChat QR code, and WeChat messages in the CloseBoss inbox with replies sent back to WeChat.

Powers the AI receptionist — real-time conversation that answers, qualifies, books, and hands off, with recordings and summaries on the contact.

Clones your voice from a short intro video so your digital twin and voice-line call-backs sound like you. Also an alternative receptionist voice that speaks English, Chinese, and Spanish.

The generative-media backbone — runs the video, transcription, and lip-sync models below on fast, scalable infrastructure.

Cinematic image-to-video — turns your listing photos into clips for listing and lifestyle ads.

Fast, accurate transcription — turns your intro video into the script behind your digital twin.

Lip-syncs your cloned voice onto your avatar so a talking-head reel matches every word.

Programmatic, on-brand video — carousel and listing reels rendered from your data.

Coming soon: text-to-video for premium marketing shots.

One Meta connection publishes to your Facebook Page and the Instagram Business account linked to it — posts, images, and Reels.

Auto-post market updates, listings, and brand content to your personal LinkedIn profile. Company Pages aren't supported yet.

Publish text and image posts to Threads on your posting schedule.

Pin listing photos and market graphics to a board on your Pinterest business account.

Video only: publish listing tours and avatar clips to TikTok. Posts stay private until TikTok completes its review of our app.

Video only: upload listing tours and brand reels to your YouTube channel. Vertical videos post as Shorts.

Launch Facebook and Instagram lead-ad campaigns from inside CloseBoss and see spend, clicks, and cost per lead.

Connect read-only to see your website traffic on the CloseBoss marketing dashboard.

When a Dotloop document is signed, the status updates on the CloseBoss deal record.

When a DocuSign envelope is signed, the status updates on the CloseBoss deal record.

All plans, proration, payment-method swaps, and invoice history.

Primary model for AI follow-up drafting, voice AI conversation, deal coach reasoning, and the AI CMA analyzer.

Secondary model used as a fallback and for image-aware tasks (listing photo analysis, CMA imagery).

Coming soon: trigger on new leads, conversations, and deal-stage changes, and send templates, create tasks, or update contacts.

Coming soon: Make.com scenarios with the same triggers and actions as Zapier.