Cloze
Overview
Cloze is a company that provides AI-powered real estate solutions designed to enhance productivity, profitability, and client relationships for brokerages. Their platform offers a suite of tools including CRM, marketing automation, lead management, and AI insights, all integrated to streamline operations and improve sales performance. Cloze's solutions are built to adapt to the changing real estate market, offering flexibility and seamless integration with existing tech stacks.
Industry: Real Estate
Ideal Customer Profiles: Cloze's ideal customers are real estate brokerages and agents looking to enhance their productivity and profitability through AI-powered tools. These customers value seamless integration with existing technology, efficient lead management, and personalized marketing automation to strengthen client relationships and drive sales.
Website: cloze.com
Twitter: http://twitter.com/cloze?lang=en
Products
Cloze CRM
Cloze CRM leverages AI to automate data entry, follow-up, and relationship management, making it easier for agents to manage their spheres of influence and uncover new opportunities.
Features
AI Personal Assistant
Description: The AI personal assistant detects action items and reminds agents to follow up, automating relationship management and keeping agents in touch long after the last sale.
Benefit: Agents can focus on building relationships without worrying about missing follow-ups, increasing productivity and client satisfaction.
Mobile-First Design
Description: Cloze CRM is designed to be used seamlessly across devices, allowing agents to access all features on their phone, tablet, and desktop.
Benefit: Agents can work efficiently from anywhere, ensuring they never miss an opportunity to engage with clients.
AI-Generated Content
Description: The CRM includes an embedded ghostwriter that can draft emails, campaigns, and other content using AI, with prompts specifically trained for real estate.
Benefit: Agents can quickly create high-quality, personalized content, saving time and enhancing communication with clients.
Unified Views
Description: Cloze CRM provides a single view of all client interactions, automatically logging and summarizing engagement across various communication channels.
Benefit: Agents gain comprehensive insights into client interactions, enabling more informed decision-making and personalized service.
Robust Integrations
Description: The CRM integrates seamlessly with existing tools, allowing agents to work more efficiently by using familiar systems.
Benefit: Agents can enhance their workflow without the need to learn new systems, increasing adoption and productivity.
Cloze Marketing
Cloze Marketing automates personalized multi-channel marketing, combining efficiency with the effectiveness of personalized outreach to boost engagement and sales.
Features
AI-Driven Segmentation
Description: Cloze automatically segments the database to create personal-sounding emails based on neighborhood, interest, or activity, enhancing the relevance of communications.
Benefit: Increases engagement and response rates by delivering more targeted and personalized marketing messages.
Real-Estate Savvy AI Writer
Description: The AI writer helps create content-rich newsletters and campaigns, making it easy to produce personalized communications at scale.
Benefit: Saves time and effort in content creation while maintaining a high level of personalization and professionalism.
Branded Templates
Description: Provides access to professionally designed templates and branding tools, ensuring consistent and attractive marketing materials.
Benefit: Ensures all communications are on-brand and visually appealing, enhancing the professional image of the brokerage.
Multi-Channel Automation
Description: Automates marketing across multiple channels, adapting to client behavior to deliver the right message at the right time.
Benefit: Increases the effectiveness of marketing efforts by ensuring timely and relevant communication with clients.
AI-Driven Content Development
Description: Utilizes AI to develop content, including ChatGPT-powered tools for creating engaging and relevant marketing materials.
Benefit: Enhances the quality and relevance of marketing content, improving client engagement and conversion rates.
Cloze Leads
Cloze Leads uses AI to optimize lead routing and automate follow-up, ensuring leads are managed efficiently and effectively to maximize conversion rates.
Features
Optimized Routing Using AI
Description: AI-driven routing captures and distributes leads to the most suitable agent based on existing relationships or past performance, increasing the likelihood of conversion.
Benefit: Ensures leads are handled by the best-suited agent, improving conversion rates and client satisfaction.
Capture 100s of Lead Sources
Description: Cloze captures leads from numerous sources, ensuring comprehensive lead management and follow-up.
Benefit: Maximizes lead capture opportunities and ensures no potential client is overlooked.
Consistent Follow-Up
Description: Automates follow-up campaigns to nurture leads consistently, even when agents are unavailable.
Benefit: Maintains engagement with potential clients, increasing the chances of conversion.
Lead-to-Close Analytics
Description: Provides analytics on the lead-to-close process, identifying bottlenecks and opportunities for improvement.
Benefit: Enables data-driven decision-making to optimize the lead management process and improve conversion rates.
Automated Data Entry
Description: Automates the capture of information and activities, reducing the reliance on manual data entry by agents.
Benefit: Increases efficiency and accuracy in lead management, freeing up agents to focus on client interactions.
Cloze AI Insights
Cloze AI Insights unlocks hidden opportunities within the organization by breaking down barriers between tools and departments, enhancing overall brokerage profitability.
Features
Cross-Departmental Collaboration
Description: Facilitates collaboration across departments by integrating tools and processes, improving various aspects of brokerage operations.
Benefit: Enhances efficiency and effectiveness across the organization, leading to improved profitability.
Hidden Opportunity Identification
Description: Identifies hidden opportunities within the organization to improve profitability, such as better mortgage capture and lead routing.
Benefit: Provides actionable insights that can lead to increased revenue and operational efficiency.
Opportunity Improvement
Description: Focuses on identifying and improving key opportunities in mortgage capture, agent recruitment, and lead management.
Benefit: Drives strategic improvements that enhance the overall performance of the brokerage.
Seamless Integration
Description: Integrates seamlessly with existing tools, allowing for improvements without the need for new systems.
Benefit: Reduces disruption and ensures continuity in operations while implementing improvements.
Relationship Capitalization
Description: Utilizes AI to help agents and teams capitalize on their relationships, enhancing engagement and conversion rates.
Benefit: Strengthens client relationships, leading to increased sales and client retention.
Cloze Integrations
Cloze Integrations offer robust, seamless connections with over 100 tools, ensuring that brokerages can maintain a fully connected tech stack without disruption.
Features
Open Architecture
Description: Cloze's open architecture allows for easy integration with a wide range of tools, ensuring flexibility and adaptability in the tech stack.
Benefit: Enables brokerages to adopt new technologies without disrupting existing operations, maintaining efficiency and competitiveness.
Extensive Integration Library
Description: Offers a library of over 100 integrations, allowing brokerages to build a tech stack that meets their specific needs.
Benefit: Provides the flexibility to customize the tech stack, ensuring it aligns with the brokerage's strategic goals.
Communication Tracking
Description: Tracks all communication, including calls and texts, to ensure comprehensive client interaction records.
Benefit: Enhances client relationship management by providing a complete view of all interactions.
Lead Capture Integration
Description: Integrates with various lead sources and follow-up tools to ensure no lead is missed.
Benefit: Maximizes lead capture and follow-up efficiency, increasing conversion rates.
Nurture and Marketing Integration
Description: Integrates with marketing and property tools to streamline the nurturing process and enhance marketing efforts.
Benefit: Improves the efficiency and effectiveness of marketing campaigns, leading to stronger client relationships and increased sales.
Quantitative Benefits
"Everyone has AI. But only our AI boosts sales by 36%."
"We've worked with Cloze for over two years, and sales have surged during that time. Some agents have seen sales increases of 50%, 70%, and even 100%. It's amazing."
"Baird & Warner increases mortgage capture rates to 70% with Cloze"
"Some agents have seen sales increases of 50%, 70%, and even 100%. It's amazing."
Source: Platform | Cloze
"We saw strong organic adoption of Cloze among our agents, leading to a staggering 36% boost in production. In 2023, 450 agents outperformed the peak year of 2021."
Source: Platform | Cloze
"Cloze automatically captures leads from over 15 different sources, ensuring every lead has a follow-up plan, no leads are overlooked, and that we get the visibility we need."
Source: Real estate CRM | Cloze
"Cloze customers have experienced a 200x increase in replies compared to typical marketing emails."
Testimonials
"We've worked with Cloze for over two years, and sales have surged during that time. Some agents have seen sales increases of 50%, 70%, and even 100%. It's amazing."
Dean Rouso, SVP Strategic Innovation at Baird & Warner
"I love Cloze because they truly value collaboration and our partnership. Unlike other companies, they genuinely listen to us."
Victoria Thomas at F.C. Tucker
"Cloze has changed the entire dynamic of how I operate my day. It's just such a relief. I don't have the guilt that I'm not doing the right things anymore. I don't have the stress that something's fallen through the cracks. It's all right there. Literally, all I have to do is just log in."
Jay Sheridan, REALTOR® at Summit Sotheby's International Realty
"Cloze gave us three clear reasons why it was the only partner for Brown Harris Stevens: 1. There was no barrier to entry. 2. 100% functionality in its mobile application. 3. Their artificial intelligence is a game changer."
Matthew Leone, CMO at Brown Harris Stevens
"We're committed to equipping our agents with the best tools. Cloze seamlessly integrates into our existing tech stack, making our agents more efficient and effective with tools they already love."
Hunter Connelly, CEO at Parks | PIlkerton
"Other CRM rollouts didn't [drive] adoptions because onboarding was so difficult. Cloze has an unbelievably simple onboarding process, and that's been a real game changer."
Chris Reyes, CTO at Brown Harris Stevens
"Other CRMs have been a full-time job just to keep up, and Cloze makes it pretty darn easy. The daily agenda [isn't] just reminding you what to do, but also, '….hey, you might want to follow up on that email…' It's so helpful."
Adam Catron, REALTOR® at F.C. Tucker Company
"Working with Cloze has been incredible. If you are looking for a platform that is easy to use and fully integrated with your entire technology stack, look no further than Cloze."
Stephanie Hrutkay, Director | Digital Resources at McEnearney Associates
"We were blown away — sitting there going, 'Oh my goodness, we have never seen a CRM that works the way that Cloze does. Cloze is just synching your calls and texts, and logging all of that activity for you. There's no need to remember that you haven't talked to this person for a while—it just tells you to keep in touch and then logs when you do."
Jen Jones, VP at BHHS Homesale Realty
"Cloze suggested I reach out to a client I had not spoken to in a while. I did, and they immediately called me. She thanked me for my email, and told me they had been ready to sign with another agent. They listed with me because Cloze recommended I reach out."
Kathy Ripps, Platinum Top 50 Realtor at Kuper Sotheby's International Realty
"Cloze is a perfect system for our real estate company. Cloze automatically captures leads from over 15 different sources, ensuring every lead has a follow-up plan, no leads are overlooked, and that we get the visibility we need. It keeps the sales right on track and supports us in doing more sales!"
Ton Coffeng, Broker/Owner at Makelaars van Amsterdam
"I let the A.I. handle it. When I get a notification and think, 'Oh, that client!'—I love those moments. Those are the nuggets you want. I'm a diehard Clozer."
Shirley Yoon, Senior Vice President - Sales at Sotheby's International Realty Canada
"We're experiencing tremendous adoption with Cloze. Agents get a lot of benefit from just a minimum level of engagement, and that benefit just grows the more they use it. It's really more a productivity tool than it is a traditional CRM."
Rod Messick, CEO at Berkshire Hathaway HomeServices Homesale Realty
"Finding Cloze is like hitting the lotto. Its advanced AI, simple to use design, and ability to integrate seamlessly with other tools my agents use, make it the perfect fit."
Steve Keefe, Owner at Sky Ridge Coldwell Banker
"We saw strong organic adoption of Cloze among our agents, leading to a staggering 36% boost in production. In 2023, 450 agents outperformed the peak year of 2021. It's amazing."
Dean Rouso, SVP Strategic Innovation at Baird & Warner
Source: Platform | Cloze
"Cloze's AI-powered Ghostwriter is a game changer, enabling our marketing team to deliver top-tier service to every agent, like having a dedicated writer for each one."
Matthew Leone, Chief Marketing Officer at Brown Harris Stevens
Source: Platform | Cloze
"I use Spacio, RealScout, Dotloop, BombBomb, and Canva. Those are the ones I have connected. Having those integrations is very helpful. I love you guys, man."
Karey Bredemeyer, REALTOR® and Co-Manager at F.C. Tucker Noblesville
Source: Platform | Cloze
"As an independent company, we rely on smart innovation—in both technology and processes—to compete against the national behemoths that would otherwise dominate the market. The Cloze Platform provides our team the tools it needs to collaborate across departments, work smarter, and ultimately, make more money for both the business and our individual agents."
Laura Ellis, Chief Strategy Officer and President of Residential Sales at Baird & Warner
Source: Platform | Cloze
"The adaptability of the Cloze Platform is incredible. From its mobile-friendly design and thoughtful incorporation of AI to its integration with our existing tools, Cloze makes it easy to get started and get value out of our investment."
Nancy Amaker, CMO at Parks | Pilkerton
Source: The Connected Brokerage | Cloze
"Cloze is by far the best CRM I have ever used. The AI features are amazing. It reminds you each morning who you need to follow up with, logs and attaches all calls and emails to a contact and even writes emails for you with AI."
Holly Smith, Real Estate Agent at Brown Harris Stevens
Source: Real estate CRM | Cloze
"Finally the perfect personal assistant: Client and property matching, great template layouts, and automatic reminders all help me to do more in less time!"
Diletta Giorgolo Spinola, Head of Sales at Italy Sotheby's International Realty
Source: Real estate CRM | Cloze
"Cloze enables us to multiply our investments exponentially to systematically improve capture and win rates. We can: - capitalize on existing relationships for routing & recruitment - track deals from origin to close - feed our mortgage arm with timely leads."
Dean Rouso, SVP Strategic Innovation at Baird & Warner
Source: Real estate CRM | Cloze
"Cloze's AI automatically flagged a past client for me to call. I reached out and he is ready to buy again. That's amazing. I hadn't talked to him in a long time, but Cloze surfaced him for me, and now I have a deal. Don't over think this system. Cloze's AI just works."
Julia Corkey, REALTOR® at Baird & Warner
Source: Real estate CRM | Cloze
"The Cloze Agenda helps me stay on task. There are little chunks of time that I can do some amazing things with as long as I am doing the right things. That's where Cloze really helps me."
Leslie Johnson, Senior VP & Managing Broker at Side, Inc.
Source: Real estate CRM | Cloze
"I can't say how much it's changed my business. I have never felt so on the ball with not just the leads, but my past clients. That's made a huge, significant change to my business—the ability to put clients on a post-close automation campaign that actually feels authentic."
Shirley Yoon, Senior Vice President - Sales at Sotheby's International Realty Canada
"Sending impersonal emails doesn't help capture more clients. Since adopting Cloze, our agents have been able to focus on building trust, strengthening relationships, and closing more sales through authentic communications."
Lisa Jochaniewicz, Vice President Marketing at Baird & Warner
Source: Cloze Leads | Cloze
Customer Stories
Baird & Warner
Problem: Needed to improve sales and mortgage capture rates
Value Add: Cloze provided AI-powered tools to boost sales and improve mortgage capture rates
Outcome: Sales surged over two years, with some agents seeing sales increases of 50%, 70%, and even 100%. Mortgage capture rates increased to 70%.
Brown Harris Stevens
Problem: Needed a CRM with easy adoption and mobile functionality
Value Add: Cloze offered a CRM with no barrier to entry, 100% functionality in its mobile application, and game-changing artificial intelligence
Outcome: Achieved an unbelievably simple onboarding process, driving better CRM adoption compared to previous rollouts
Berkshire Hathaway HomeServices Homesale Realty
Problem: Needed a tool that agents would actually use and benefit from
Value Add: Cloze provided a productivity tool that offers benefits even with minimal engagement
Outcome: Experienced tremendous adoption, with agents getting significant benefit from just a minimum level of engagement, which grows the more they use it
Kuper Sotheby's International Realty
Problem: Needed to re-engage with past clients effectively
Value Add: Cloze's AI suggested reaching out to a client the agent hadn't spoken to in a while
Outcome: The agent secured a listing that was about to go to another agent, thanks to Cloze's timely recommendation to reach out
Makelaars van Amsterdam
Problem: Needed a system to manage leads from multiple sources and ensure follow-ups
Value Add: Cloze automatically captures leads from over 15 different sources and ensures every lead has a follow-up plan
Outcome: No leads are overlooked, sales stay on track, and the company is supported in doing more sales
BHHS Homesale Realty
Problem: Needed a more efficient way to manage client relationships and communications
Value Add: Cloze provided automatic syncing of calls and texts, logging all activity without manual input
Outcome: Improved efficiency in managing client relationships, with automatic reminders to keep in touch and logging of communications.
Source: Platform | Cloze
Parks | PIlkerton
Problem: Needed to equip agents with effective tools that integrate well with existing systems
Value Add: Cloze seamlessly integrated into the existing tech stack
Outcome: Agents became more efficient and effective with tools they already love.
Source: Platform | Cloze
F.C. Tucker Noblesville
Problem: Needed a solution that integrates well with multiple real estate tools
Value Add: Cloze provided integrations with various tools including Spacio, RealScout, Dotloop, BombBomb, and Canva
Outcome: Improved efficiency through helpful integrations with multiple tools used by agents.
Source: Platform | Cloze
McEnearney Associates
Problem: Needed a fully integrated platform for their technology stack
Value Add: Cloze provided an easy-to-use platform that fully integrated with their entire technology stack
Outcome: Achieved a fully integrated technology ecosystem, making it easier for agents to use and manage their tools.
Source: Platform | Cloze
Sky Ridge Coldwell Banker
Problem: Needed an advanced, user-friendly tool that integrates with other agent tools
Value Add: Cloze offered advanced AI, simple-to-use design, and seamless integration with other tools
Outcome: Found a perfect fit for their needs, described as "hitting the lotto" in terms of finding the right solution.
Source: Platform | Cloze
F.C. Tucker
Problem: Needed to make interactions with clients more efficient and effective
Value Add: Cloze provided seamless integrations with other tools and a platform to manage client interactions
Outcome: Karey Bredemeyer, REALTOR® and Co-Manager at F.C. Tucker Noblesville, was able to use Cloze with other tech tools like Spacio, RealScout, Dotloop, BombBomb, and Canva to make his interactions with clients more efficient and effective.
Source: The Connected Brokerage | Cloze
Sotheby's International Realty Canada
Problem: Maintaining engagement with past clients and leads
Value Add: Cloze provided post-close automation campaigns that felt authentic
Outcome: Significant change in business operations, improved management of leads and past clients
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