CloseFlow

What CloseFlow is

CloseFlow helps relationship-driven sellers decide whom to follow up with, what to say, and when to make the next contact. Its daily queue identifies people needing attention, why now is the right time, and which action to prioritize. AI drafts messages using contact context, notes, objections, stage, and the intended next step. A compliance review checks drafts for risky claims, pressure language, guarantees, and sensitive wording, with safer alternatives suggested when appropriate. CloseFlow does not send messages automatically: sellers review drafts and choose whether and how to send them. Contacts can be imported from CSV or Excel, pasted lists, or mobile phone contacts; the import process previews fields and flags duplicates. Google Contacts sync and Zapier or webhook feeds are described as possible future additions, while current imports focus on those three methods. CloseFlow runs in a browser and native iPhone and Android apps using the same account. It offers a 30-day free account period with no payment method or automatic charge required. Afterward, All Access costs $19.99 a month, and subscription requires an active choice.

Who it suits

CloseFlow is aimed at independent and relationship-driven sellers, including direct sellers, consultants, creators, real estate professionals, and service providers. Small teams may also use it, with leaders seeing privacy-safe progress summaries rather than private notes or full contact lists by default.

Limits

The free account period lasts 30 days, and access may pause afterward unless you subscribe. All Access costs $19.99 a month after that period.

Getting started

1. Open https://www.joincloseflow.com/ in a browser, or use the iPhone or Android app.
2. Start the 30-day All Access free account period; no payment method is required.
3. Import contacts from CSV or Excel, paste a list, or use mobile phone contacts.
4. Review the daily action list and AI-assisted message drafts.
5. Review safety suggestions, then choose whether and how to send each message.
6. After the free account period, actively choose whether to subscribe to All Access at $19.99 a month.

Verdict

CloseFlow combines prioritized follow-up prompts with AI drafting and a safety review, while leaving sending decisions to the seller. It offers a 30-day free account period, followed by an optional $19.99 a month subscription.