Everything you need to know about CloseTrac. Can't find what you're looking for? Ask us directly.
How do I create my first deal?
How do I invite a client?
Can I import deals from my current system?
How do I request a document from a client?
What file types can clients upload?
What does the AI analysis do?
Can I forward emails with attachments directly into a task?
What does the free trial include?
How do transaction limits work?
Can I cancel at any time?
Is my client data secure?
Can clients see my internal notes?
Do you sell or share my data?
Our team typically responds within a few hours during business days.
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