Guides

Closr is one chat. You talk, the work happens. New sidebar buckets, Cmd+K, eSign, and Showings, all wired in.

The exact click-through for Google's "unverified app" warning, plus what the four scopes do and why.

Microsoft OAuth for Outlook / Office 365 / Microsoft 365. Walk-through of the "unverified app" warning, the admin-consent-required edge case, and what Closr does with the scopes.

For agents whose email isn't on Google Workspace or Microsoft 365. App-password setup, common provider settings, and the one pitfall that breaks 90% of first attempts.

Bring your Quo dialer's calls — recordings, transcripts, AI summaries — into the Closr contact timeline. API-key connect, no Zapier needed. Plus the honest v1 cutouts.

Generic dialer endpoint for any dialer that has a Zapier trigger. Mojo, RedX, BatchDialer, Vulcan7, Espresso, PhoneBurner — all bridge in ~10 minutes of Zap setup.

A dedicated Twilio number for outbound SMS, inbound SMS, and calls. Two provisioning paths and a US-specific A2P 10DLC note.

Calendar sync piggybacks on the Gmail OAuth grant. One connection, two-way sync, conflict detection in chat.

Alpha has two gates: an AlphaInvite token (Closr's) and the GCP test users list (Google's). Both have to clear.

Outbound through your Gmail, inbound threads itself onto the right contact. Bulk senders filtered, bounces flagged.

Send and receive SMS, place and answer calls, all from your dedicated Twilio business line. 10DLC for US-bound traffic.

Hit the waveform icon in chat to start a hands-free voice session. Same tools, no typing. Built for the car.

Every inbound email, SMS, and call in one list. Triage queue with claim, mark-read, and team-scoped filters.

Turn on Web Push so you find out when a hot lead replies. The notification bell at the bottom of the sidebar keeps the full history.

A top card with live pipeline numbers, a Today list of up to 5 priority items, and one-tap draft buttons. Opens above chat.

One keystroke to jump to any contact, deal, or page. Context verbs change based on where you're standing.

Two views on the same work: a kanban for stage at a glance, and chat threads per deal for the actual work.

Drop an APS, listing agreement, or amendment. Closr reads every field and logs it into your pipeline.

Send any PDF for signature without leaving Closr. Auto-place fills signatures, dates, and initials in one click.

BrokerBay confirmation lands in Gmail. Closr parses it onto the Showings page, your calendar, and a push notification.

Chat-driven. Say the address, drop a sold-listings PDF, get a Conservative / Target / Aggressive range with tiered comps.

Feed Closr 3 to 5 writing samples in Settings → Knowledge Base. Drafts start sounding like you, not a CRM.

Go to Contacts, then Migrate / Import. Three sections: Follow Up Boss (open by default), Import Any CSV, and Paste a List.

Two paths under 'Migrate from Follow Up Boss': API key (pulls contacts and notes) or CSV export.

Lofty imports through a CSV export. No API connector yet, so plan to export a file.

Same platform, same export. Closr auto-detects the kvCORE layout. CSV only, no API.

Brivity splits each contact across many columns. Closr stitches email, phone, notes, and addresses back together.

Agent Locator imports through the generic CSV engine. No brand detector, no API, so check the mapping.

KW Command, Chime, Sierra, Salesforce, HubSpot, and the rest. Any CRM that exports a CSV imports the same way.

Tags are for cohorts (Buyer, Hot, VIP). Custom fields are for facts (pre-approval amount, move-in date).

Drop one snippet on your website and Closr starts logging every page each of your leads visits.

Ingest leads from your website form, FB Lead Ads, Zapier, or the inbound API. Round-robin to teammates.

0-to-100 score across five components. Hot flame for repeat web visitors. Saved views power the dialer and mass email.

Build a multi-step nurture in chat or from the page. Email, SMS, voice. One blast or a 5-step sequence on the same engine.

Describe the rule, Closr writes it. Plus @research, @recap, @outreach, recipes, Cmd+J inline AI, and the daily digest.

Click-to-call down a list of up to 200 contacts. Each call records, transcribes, and summarizes. Auto-advances in 1.2 seconds.

Tell Closr how your brokerage bills you. Gross stays on the kanban; net flows everywhere else.

Solo agents get Analytics (pipeline health, lead-source ROI). Teams unlock the Leaderboard, ranked by deals won.

Generate a key in Settings, use it to POST leads from Zapier, Make, Webflow forms, or any custom tool into your pipeline.

Bottom-right amber button on every page. One textarea, no form. Ara reads them daily.

Buckets are how Closr keeps real client emails out of the same pile as newsletters and noise. Three are built in, and you can add your own.

Ponds hold unassigned leads until a teammate claims them. Campaigns pause while a lead sits in a pond, so nothing sends under the wrong name.