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4 min read

Run an open house with auto-capture

Use the open-house signup page to capture every visitor's contact info on their phone — no clipboard, no lost leads.

Open houses are still one of the highest-quality lead sources in residential — but only if you actually capture the contact. The CloseBoss open-house flow gives every visitor a QR code that opens a phone-optimized signup page, and adds them to the CRM the moment they tap Submit.

Step by step

  1. Open Leads → Open Houses → Create open house. Pick the property (or add the address manually), date, and your hosting agent name.

  2. Print the auto-generated QR code (it links to a signup page branded with the property photo and your name).

  3. At the open house, ask each visitor to scan and sign in on their phone — most do, since it's faster than writing on a clipboard.

  4. Visitors land in your Contacts immediately, tagged with the open-house source and the property. AI follow-up fires the first message within 60 seconds of their submission.

  5. After the open house, open the event in CloseBoss and add a quick note per visitor (hot, lukewarm, looking just for fun) — these notes feed the lead-qualification model and shape the next-step sequence.

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