Cloze
AI-Powered Real Estate·cloze.com
Cloze is an AI-powered CRM and relationship platform for real estate brokerages that unifies email, calls, texts, notes, and calendar activity into one contact view without manual data entry. It offers CRM, marketing, lead management, and AI-driven insights such as automatic reminders, lead routing, campaign automation, and generative content creation. The platform is aimed at individuals and growing businesses/brokerages, with team and enterprise-level controls for larger organizations.
What it's for
Features 24
- AI-generated newsletters
- Automatic action-item detection and reminders
- Automatic contact and company record creation
- Automatic lead capture from email
- Business anniversary and relationship tracking
- Campaign automation / drip campaigns
- Custom segments, fields, and templates
- Drag-and-drop marketing email design
- Email open tracking and reply reminders
- Enterprise security controls (2FA, SSO, data export control)
- Generative AI content creation (listing descriptions, replies, editing) via ChatGPT integration
- Integrations with MailChimp, Salesforce, Dynamics, Hubspot
- Lead routing (round robin, first-come-first-served, territory-based)
- Matching engine for clients, listings, and jobs
- Partner tracking across projects
- Privacy controls for personal vs. work contacts
- Smart templates with conditional/multilingual content
- Sub-team hierarchies and role-based visibility
- Team analytics: pipeline, forecast, engagement, leads
- Team-wide activity visibility
- Templates and mail merge
- Text message syncing (iOS/Android)
- Unified view of emails, calls, meetings, files, and notes
- User activity archiving
At a glance
Integrations
Complianceself-reported
Resources
Pricing
Prices shown as billed annually vs. month-to-month for each plan. Concierge Service is a paid add-on with a $500/mo minimum. Additional user archive storage is billed separately.
Essential tools for individuals.
Unlimited contacts and emails. Up to 10 custom segments, 25 custom fields, 100 custom templates.
Essential tools for small businesses.
Most Popular. Everything for a growing business.
Up to 20 custom segments, 50 custom fields, 500 custom templates across team, plus up to 10 personal segments per team member.
The choice of pros and top businesses. User Archiving requires Business Platinum team subscription and includes 5 free past team member archives.
Up to 100 custom segments, 250 custom fields, and 2500 custom templates across team, plus up to 10 personal segments per team member.
Default plan after a trial ends if the user does not subscribe.
Includes contact management and email inbox.