Open To Close

Open To Close is transaction management software for real estate professionals, holding the tasks, emails, documents and dates for each property in one record. Task templates can be built separately for the buy side and the list side, and document tracking shows what is signed, what is missing and what is fully executed.

Automation is the center of the product. Trigger emails and texts can be scheduled or fired on task conditions, merge fields fill in message content, and date calculations run automatically and can be pushed to Google or Outlook calendars with invitations. Agent and client portals are included, with separate roles and permissions for team members, agents and clients, and there is a desktop and mobile app.

Plans are $99, $199 and $399 a month, each including one user, with additional users at $69 per user per month and a free 30-day trial. Transactions are unlimited on every plan; the higher tiers raise limits on task trigger conditions, reports and report widgets and add capabilities such as Follow Up Boss integration, sending through the Google Workspace API, and an inbound property email address. Each plan carries 250 inbound and outbound minutes per user, with additional blocks of 250 available.

The company is based in Boise, Idaho and supports customers by email and through a support center of articles and videos. Several features differ by tier, so confirm that the integrations and limits needed sit on the plan being quoted.