From spreadsheet to dialing in seconds.
Drag in a lead list and CloseLife handles the rest — clean imports, smart assignment, automatic deduplication, and reassignment rules that keep leads from going stale.
What you get
- Import thousands of leads from CSV or Excel in one drop
- Assign to a specific agent or auto-distribute across the team
- Phone-number deduplication stops repeat uploads from piling up
- Named lead lists keep campaigns and vendors organized
- Reassignment rules recover leads that sit untouched
Imports that just work
CloseLife reads your columns, maps the fields, validates phone numbers and ZIP codes, and skips duplicates already in your agency — no template gymnastics. A thousand-lead file is dialable moments after you drop it, and big imports run in the background while your team keeps working.
Distribution that matches how agencies run
Give a fresh list to one closer, round-robin it across the floor, or let agents upload and work their own purchases. Owners control assignment agency-wide; agents can only distribute to themselves or their own downline — the platform enforces your hierarchy for you.
No lead left to rot
Reassignment rules watch attempt counts, outcomes and time-in-status. When a lead sits uncalled too long or exhausts its attempts with one rep, CloseLife moves it to someone who will work it — automatically, by rules you set per list.
Common questions
What file formats can I import?
Can agents import their own leads?
Pairs with
Power dialer
Queue a list and dial through it hands-free — auto-advance, double-dial, voicemail drop and calling-hours protection built in.
Learn moreDownline recruiting
Agents recruit agents with one link. Every recruit is attributed to their upline automatically, so your hierarchy scales cleanly.
Learn moreTranscripts & SmartNotes
Every call transcribed automatically, with AI-structured notes — names, budgets, objections and next steps captured for you.
Learn morePut it to work on your next call
Create your agency today — setup takes minutes, not meetings.