Generated by All in One SEO Pro v4.9.10, this is an llms.txt file, used by LLMs to index the site. # Cloze AI-Powered Real Estate ## Sitemaps - [XML Sitemap](https://ai.cloze.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Resource Center](https://ai.cloze.com/resource-center/) - [The Connected Brokerage, Part 1: The need for a new operating model](https://ai.cloze.com/resource-center/residential-real-estate-new-operating-model/) - [Propt: Cloze's AI-app builder and other industry thoughts](https://ai.cloze.com/resource-center/propt-clozes-ai-app-builder-and-other-industry-thoughts/) - [Why we built Cloze Forge](https://ai.cloze.com/resource-center/why-we-built-cloze-forge/) - [Cloze Forge Promotional Video](https://ai.cloze.com/resource-center/cloze-forge-promotional-video/) - [HousingWire: Cloze Forge platform lets real estate firms ‘vibe code’ custom tools](https://ai.cloze.com/resource-center/housingwire-cloze-forge-platform-lets-real-estate-firms-vibe-code-custom-tools/) - [Inman: Tired of cookie-cutter tech? Cloze wants to help you build your own](https://ai.cloze.com/resource-center/inman-tired-of-cookie-cutter-tech-cloze-wants-to-help-you-build-your-own/) - [Real Estate News: Cloze tool allows brokerages to build branded apps](https://ai.cloze.com/resource-center/real-estate-news-cloze-tool-allows-brokerages-to-build-branded-apps/) - [Inman: William Raveis partners with Cloze to launch Raveis365+](https://ai.cloze.com/resource-center/inman-william-raveis-partners-with-cloze-to-launch-raveis365/) - [RISMedia: Cloze Introduces Maia: Voice-Enabled AI Virtual Assistant](https://ai.cloze.com/resource-center/rismedia-cloze-introduces-maia-voice-enabled-ai-virtual-assistant/) - [RISMedia: SkySlope and Cloze Expand Integration to Automate Real Estate Transaction Paperwork](https://ai.cloze.com/resource-center/rismedia-skyslope-and-cloze-expand-integration-to-automate-real-estate-transaction-paperwork/) - [HousingWire: William Raveis rolls out Raveis365+ tech stack built on Cloze AI for 4,500 agents](https://ai.cloze.com/resource-center/housingwire-william-raveis-rolls-out-raveis365-tech-stack-built-on-cloze-ai-for-4500-agents/) - [RISMedia's 2026 Real Estate Newsmakers: Stacey Soleil](https://ai.cloze.com/resource-center/rismedias-2026-real-estate-newsmakers-stacey-soleil/) - [Real Estate News: Cloze has launched Maia](https://ai.cloze.com/resource-center/real-estate-news-cloze-has-launched-maia/) - [Real Estate News: Cloze inks deal with Courted](https://ai.cloze.com/resource-center/real-estate-news-cloze-inks-deal-with-courted/) - [Real Estate News: Cloze expands SkySlope integration with forms support](https://ai.cloze.com/resource-center/real-estate-news-cloze-expands-skyslope-integration-with-forms-support/) - [Real Estate News: Cloze expands leadership team](https://ai.cloze.com/resource-center/real-estate-news-cloze-expands-leadership-team/) - [Real Estate News: William Raveis chooses Cloze for unified agent platform](https://ai.cloze.com/resource-center/real-estate-news-william-raveis-chooses-cloze-for-unified-agent-platform/) - [Cloze unveils Cloze Forge, a secure platform for brokerages to build and deploy AI-coded custom applications](https://ai.cloze.com/resource-center/cloze-unveils-cloze-forge/) - [Best-in-One in Action: Cloze + SkySlope Forms](https://ai.cloze.com/resource-center/cloze-skyslope-forms/) - [Cloze and SkySlope expand integration to automate real estate transaction paperwork](https://ai.cloze.com/resource-center/cloze-and-skyslope-expand-integration-to-automate-real-estate-transaction-paperwork/) - [Six brokerages, one problem: What we learned about client continuity behind closed doors ](https://ai.cloze.com/resource-center/client-continuity-at-brokerages/) - [William Raveis selects Cloze to power Raveis365+](https://ai.cloze.com/resource-center/william-raveis-selects-cloze/) - [Cloze + Canva Enterprise: On-brand listing marketing in one step](https://ai.cloze.com/resource-center/cloze-canva-enterprise-auto-populate/) - [Ryan Raveis introduces Cloze at William Raveis Elite Event](https://ai.cloze.com/resource-center/ryan-raveis-introduces-cloze-at-william-raveis-elite-event/) - [Shadow contacts: The hidden revenue leak costing your brokerage millions](https://ai.cloze.com/resource-center/shadow-contacts-cost-brokerage-millions/) - [Introducing a refreshed Cloze: Everything you love, even easier to reach](https://ai.cloze.com/resource-center/refreshed-cloze-march-2026-release/) - [Relationship co-ownership: How brokerages can protect client relationships and drive repeat business](https://ai.cloze.com/resource-center/relationship-co-ownership-how-brokerages-can-protect-client-relationships-and-drive-repeat-business/) - [Preventing (or recovering!) "orphaned clients": A brokerage playbook to not losing business](https://ai.cloze.com/resource-center/orphaned-clients-brokerage-playbook/) - [Sharing the spotlight with leaders we respect](https://ai.cloze.com/resource-center/sharing-the-spotlight-with-leaders-we-respect/) - Sharing the spotlight with leaders we respect - 2026 News https://ai.cloze.com/resource-center/sharing-the-spotlight-with-leaders-we-respect/ - [The Connected Brokerage, Part 3: Introducing the Cloze Intelligence Engine](https://ai.cloze.com/resource-center/the-connected-brokerage-part-3-introducing-the-cloze-intelligence-engine/) - [The Connected Brokerage, Part 2: Staying profitable, agile, and client-focused](https://ai.cloze.com/resource-center/connected-brokerage-profitable-agile-client-focused/) - [Cloze appoints Stacey Soleil to lead community strategy for AI-driven relationship intelligence platform](https://ai.cloze.com/resource-center/stacey-soleil-joins-community-strategy/) - [Cloze founders named to 2026 Swanepoel Power 200](https://ai.cloze.com/resource-center/2026-sp200/) - [Inman awards Cloze "Best of PropTech"](https://ai.cloze.com/resource-center/inman-awards-cloze-best-of-proptech/) - [Real Estate Insiders Unfiltered: The Communication Chasm](https://ai.cloze.com/resource-center/real-estate-insiders-unfiltered-the-communication-chasm/) - [Real Estate AI Flash podcast: Inside the future of AI-powered Brokerages](https://ai.cloze.com/resource-center/real-estate-ai-flash-podcast-inside-the-future-of-ai-powered-brokerages/) - [Inman awards Cloze "Best AI-Powered Platform"](https://ai.cloze.com/resource-center/inman-awards-cloze-best-ai-powered-platform/) - [Unlock smarter recruiting and retention: The new Cloze + Courted integration](https://ai.cloze.com/resource-center/agent-recruiting-retention-cloze-courted-integration/) - [Cloze and Courted partner to power data-driven recruiting and retention for modern brokerages](https://ai.cloze.com/resource-center/cloze-and-courted-partner-to-power-data-driven-recruiting-and-retention-for-modern-brokerages/) - [Meet Maia: Your AI Virtual Assistant](https://ai.cloze.com/resource-center/introducing-maia-your-ai-virtual-assistant-for-real-estate/) - [Inman Tech Review: Cloze's MAIA is smart, task-driven and enterprise-ready](https://ai.cloze.com/resource-center/inman-tech-review-clozes-maia-is-smart-task-driven-and-enterprise-ready/) - [Cloze introduces Maia: A voice-enabled AI assistant for real estate](https://ai.cloze.com/resource-center/cloze-introduces-maia-a-voice-enabled-ai-assistant-for-real-estate/) - [Latest release: Capture more Core Services revenue, keep deals moving, and improve marketing emails](https://ai.cloze.com/resource-center/latest-release-capture-more-core-services-revenue-keep-deals-moving-and-improve-marketing-emails/) - In the latest release of Cloze, we make it easier than ever for brokerages to drive core service revenue with built-in client introductions and AI-powered mortgage prompts—plus new process improvements to help track and progress lead and deal follow-up, as well as a host of new marketing email upgrades, and more! These new Cloze Enterprise - [Capture more Core Services revenue with built-in intros](https://ai.cloze.com/resource-center/capture-core-services-revenue/) - ["Cloze has exceeded the expectations that we had."](https://ai.cloze.com/resource-center/brown-harris-stevens-video/) - ["We were amazed at how easy it was to begin your experience"](https://ai.cloze.com/resource-center/matt-leone-bhs-why/) - ["The AI that you guys have developed is mind blowing"](https://ai.cloze.com/resource-center/shirley-yoon/) - ["With Ghostwriter I can pump out a newsletter in a couple of minutes"](https://ai.cloze.com/resource-center/catron-bros-ghostwriter-newsletters/) - ["I can automatically trigger campaigns from integrations"](https://ai.cloze.com/resource-center/fc-tucker-karey-bredemeyer-integrations/) - ["You don't have to spend a bunch of time in Cloze to be successful"](https://ai.cloze.com/resource-center/fc-tucker-karey-bredemeyer-why-cloze-works/) - ["I love Cloze because it's literally helped me close more deals."](https://ai.cloze.com/resource-center/i-love-cloze-because-its-literally-helped-me-close-more-deals/) - ["Cloze has been a game-changer for me"](https://ai.cloze.com/resource-center/fc-tucker-seth-catron/) - ["Cloze is a truly collaborative company"](https://ai.cloze.com/resource-center/fc-tucker-partnership/) - ["Cloze is the CRM that truly embraces the team concept"](https://ai.cloze.com/resource-center/fctucker-karey-bredemeyer-teams/) - ["Cloze does so many things that our other CRMs just didn't do"](https://ai.cloze.com/resource-center/fc-tucker-victoria-thomas/) - [Windermere on their rollout of the Windermere Suite](https://ai.cloze.com/resource-center/windermere-on-their-rollout-of-the-windermere-suite/) - [Parks | Pilkerton drives marketing conversion, referrals, and repeat clients with Cloze](https://ai.cloze.com/resource-center/parks-pilkerton-drives-marketing-conversion-referrals-and-repeat-clients-with-cloze/) - With more than 1,500 agents in 15 offices across five counties, Parks | Pilkerton is Tennessee’s largest residential real estate company, frequently earning the top ranking in annual market share with home sales totaling in the billions. The company has invested heavily in a robust set of tools to support their agents, including CRM and - [eXp Realty selects Cloze’s AI-powered real estate platform for CRM of Choice program](https://ai.cloze.com/resource-center/exp-realty-selects-cloze/) - [eBook: The Connected Brokerage](https://ai.cloze.com/resource-center/ebook-the-connected-brokerage/) - [Cloze Named Best-in-Class in Four Categories on 2025 T3 Sixty Tech 200](https://ai.cloze.com/resource-center/t3-sixty-tech-200-2025/) - [Multilingual Messaging Made Easy with Cloze](https://ai.cloze.com/resource-center/multilingual-messaging-made-easy-with-cloze/) - [Cloze Year in Review 2021](https://ai.cloze.com/resource-center/cloze-year-in-review-2021/) - With the year coming to a close we wanted to take a look back at 2021. Thank you for another year of partnership. 2021 was a busy year with 3,085 updates (that's everything from brand new major features and new integrations to minor fixes). We couldn't have done it without your trust and thoughtful - [Introducing Cloze Campaigns](https://ai.cloze.com/resource-center/introducing-cloze-campaigns/) - Cloze Campaigns! Learn how to automate lead follow-up, nurturing, and much more. - [Sotheby's International Realty Unveils Marketing Suite for more than 23,000 Sales Associates](https://ai.cloze.com/resource-center/sothebys-international-realty-unveils-marketing-suite-for-more-than-23000-sales-associates/) - [The tech tools agents should have on hand to succeed](https://ai.cloze.com/resource-center/the-tech-tools-agents-should-have-on-hand-to-succeed/) - [15 Tools To Help You Keep Track Of Your Growing Client List](https://ai.cloze.com/resource-center/15-tools-to-help-you-keep-track-of-your-growing-client-list/) - [Cloze excels in empowering real estate relationships](https://ai.cloze.com/resource-center/cloze-excels-in-empowering-real-estate-relationships/) - [How Corcoran Group shifted to focus on coaching to the moment](https://ai.cloze.com/resource-center/how-corcoran-group-shifted-to-focus-on-coaching-to-the-moment/) - [10 Things You Didn’t Know You Could Do With Your Real Estate CRM](https://ai.cloze.com/resource-center/10-things-you-didnt-know-you-could-do-with-your-real-estate-crm/) - [LeadingRE Selects Cloze for Solutions Group Program](https://ai.cloze.com/resource-center/leadingre-selects-cloze-for-solutions-group-program/) - [6 Ways to Turn Your Real Estate Team Into a Lead-Gen Machine in 2021](https://ai.cloze.com/resource-center/6-ways-to-turn-your-real-estate-team-into-a-lead-gen-machine-in-2021/) - [The 5 features you need in your CRM software](https://ai.cloze.com/resource-center/the-5-features-you-need-in-your-crm-software/) - [Bringing Lead Conversion into the Future with AI](https://ai.cloze.com/resource-center/bringing-lead-conversion-into-the-future-with-ai/) - For real estate brokerages, internet leads are both a blessing and a curse. The advantage of internet leads is that you can scale up their volume, based entirely on the budget you’re willing to spend to drive traffic to your website. The disadvantage is that their conversion rate is bad. Really bad. Internet lead conversion - [What’s Working and What’s Not in Artificial Intelligence for Real Estate](https://ai.cloze.com/resource-center/whats-working-and-whats-not-in-artificial-intelligence-for-real-estate/) - [Send video messages with BombBomb and Cloze CRM](https://ai.cloze.com/resource-center/send-video-messages-with-bombbomb-and-cloze-crm/) - If you are not already familiar with BombBomb, their software is designed to help you build better business relationships with video messaging. Instead of relying on typed-out text, BombBomb helps you communicate more effectively by sending personal videos. BombBomb’s software lets you record and send videos directly to anyone from your computer or smartphone (iOS - [Connect Placester and Cloze CRM to ensure every lead gets a follow-up plan](https://ai.cloze.com/resource-center/connect-placester-and-cloze-crm-to-ensure-every-lead-gets-a-follow-up-plan/) - Cloze is integrated with Placester to centralize your website leads in one place and ensure consistent follow-up. Placester is a codeless website provider that makes creating a custom website easy. Need some extra help? Placester includes a service marketplace when some extra assistance is needed. With your Placester account connected to Cloze, you will see - [The most important integration of the Q2 2022 – Placester + Cloze](https://ai.cloze.com/resource-center/the-most-important-integration-of-the-q2-2022-placester-cloze/) - [RealScout and Cloze connect for highly anticipated integration](https://ai.cloze.com/resource-center/realscout-and-cloze-connect-for-highly-anticipated-integration/) - [Azibo, Fello, Cloze among Inman's best-reviewed proptech of 2023](https://ai.cloze.com/resource-center/3495/) - [Cloze Unlocks New Revenue Opportunities for Brokerages by Leveraging Existing Unstructured Data](https://ai.cloze.com/resource-center/cloze-unlocks-new-revenue-opportunities-for-brokerages-by-leveraging-existing-unstructured-data/) - [EXCLUSIVE: Brown Harris Stevens partners with Cloze on CRM](https://ai.cloze.com/resource-center/exclusive-brown-harris-stevens-partners-with-cloze-on-crm/) - [Brown Harris Stevens Maximizes Agent Productivity With AI-Powered Cloze CRM](https://ai.cloze.com/resource-center/brown-harris-stevens-maximizes-agent-productivity-with-ai-powered-cloze-crm/) - [Brown Harris Stevens Rolls Out AI-Powered Cloze CRM](https://ai.cloze.com/resource-center/brown-harris-stevens-rolls-out-ai-powered-cloze-crm/) - [Brown Harris Stevens partners with Cloze to launch Cloze CRM](https://ai.cloze.com/resource-center/brown-harris-stevens-partners-with-cloze-to-launch-cloze-crm/) - [This Week In Startups: Startup of the Week #9 – Dan Foody of Cloze](https://ai.cloze.com/resource-center/this-week-in-startups-startup-of-the-week-dan-foody-of-cloze/) - [Introducing Cloze Goal Tracking: Your path to 2025 success](https://ai.cloze.com/resource-center/introducing-cloze-goal-tracking-your-path-to-2025-success/) - [Cloze founders honored in 2025 Swanepoel Power 200](https://ai.cloze.com/resource-center/cloze-founders-honored-in-2025-swanepoel-power-200/) - [An Email Inbox That Knows Who's Important](https://ai.cloze.com/resource-center/an-email-inbox-that-knows-whos-important/) - [Top Real Estate Tech Tools in 2023](https://ai.cloze.com/resource-center/top-real-estate-tech-tools-in-2023/) - [Union Street Media Partners with Cloze](https://ai.cloze.com/resource-center/union-street-media-partners-with-cloze/) - [Cloze and Realscout team up](https://ai.cloze.com/resource-center/cloze-and-realscout-team-up/) - [The Quest to Create the Perfect Holiday Card (With AI)](https://ai.cloze.com/resource-center/the-quest-to-create-the-perfect-holiday-card-with-ai/) - [Cloze Names Real Estate Veteran Simon Chen to Board of Directors](https://ai.cloze.com/resource-center/cloze-names-real-estate-veteran-simon-chen-to-board-of-directors-2/) - [Tennessee's largest residential real estate company partners with Cloze](https://ai.cloze.com/resource-center/tennessees-largest-residential-real-estate-company-partners-with-cloze/) - [RealReports and Cloze Integrate to Supercharge Agent Productivity](https://ai.cloze.com/resource-center/realreports-and-cloze-integrate-to-supercharge-agent-productivity/) - [Elevate Your Writing with Cloze AI: How Artificial Intelligence Can Help You Create High-Quality Content](https://ai.cloze.com/resource-center/how-artificial-intelligence-can-create-high-quality-content/) - Lately, you've probably heard in the news about Artificial intelligence (AI) that generates human-like content for you with some simple commands. Simply enter what you want and it generates remarkably accurate and useful content. The same type of AI can be used to help edit and improve the content you've written. It's like having an - [Deep Content Search, Scheduled Email and more (September 2016)](https://ai.cloze.com/resource-center/deep-content-search-scheduled-email/) - With this new release we are bringing deep content search to Cloze including support for Gmail, Google Calendar, Office 365 Email, Slack, Dropbox, Google Drive, Google Docs, and OneDrive. We've also added scheduled email sending so you can write your emails any time and Cloze will send them for you later. The Cloze CRM Sidebar Chrome - [Cloze teams with design platform Canva for seamless listing magic](https://ai.cloze.com/resource-center/cloze-teams-with-design-platform-canva-for-seamless-listing-magic/) - [Streamline Your Mailings with Cloze and Xpressdocs](https://ai.cloze.com/resource-center/streamline-your-mailings-cloze-xpressdocs-integration/) - Easily sync Cloze contacts to Xpressdocs In the fast-paced world of real estate, maintaining strong relationships with clients is paramount. Combining phone calls and emails with physical mailings can help keep you top of mind without being too intrusive. However, sending out mailings can be time-consuming and prone to errors, while keeping contact lists in - [Streamline your email marketing with MAXA Designs and Cloze](https://ai.cloze.com/resource-center/real-estate-crm-email-marketing-maxa-designs-integration-real-estate-crm-email-marketing-maxa-designs-integration/) - Use your designs from MAXA in Cloze Email marketing success relies heavily on effective visuals to entice the reader and tell a story. With our new integration between MAXA Designs and Cloze, you can now streamline your creative process and more easily incorporate beautiful graphics into both your individual and nurture email streams. By connecting your - [Cloze Appoints Jose Perez as General Manager, Partnerships](https://ai.cloze.com/resource-center/cloze-appoints-jose-perez-as-general-manager-partnerships/) - [Cloze names real estate veteran Simon Chen to Board of Directors](https://ai.cloze.com/resource-center/cloze-names-real-estate-veteran-simon-chen-to-board-of-directors/) - Arrival Home Loans CEO and former Anywhere Real Estate executive brings more than two decades of proptech and real estate experience Wellesley, MA, September 30, 2024 — Cloze, a provider of AI-powered sales and marketing software for real estate brokerages, announced today the addition of notable proptech leader Simon Chen to its Board of Directors. - [Cloze recognized 4 times in the 2023 T3 Sixty Tech 200](https://ai.cloze.com/resource-center/cloze-recognized-4-times-in-the-2023-t3-sixty-tech-200/) - We are proud to announce that Cloze has been featured four times in the 2023 T3 Sixty Tech 200, an annual report that identifies the leading technology products for the residential real estate brokerage industry. The report features a total of 242 products from 78 companies, and for the first time, it narrows down the - [Baird & Warner Adopts Cloze Platform For Growth](https://ai.cloze.com/resource-center/baird-warner-adopts-cloze-platform-for-growth/) - [Cloze nabs two spots on the 2024 Inman Power Players awards](https://ai.cloze.com/resource-center/cloze-nabs-two-spots-on-the-2024-inman-power-players-awards/) - Every year, the Inman Power Players Awards recognize the most innovative and influential executives in the real estate industry across residential real estate, mortgage, finance, and proptech ecosystems. Designed to highlight the most influential players that are shaping the real estate industry, the 2024 list recognizes 137 individuals in 104 organizations. Since less than a - [Cloze selected as Main Dish presenter at Web Innovators Group 34 (WebInno34)](https://ai.cloze.com/resource-center/webinno34/) - We are excited to announce that Cloze has been selected as one of three companies presenting in the Main Dish at the Web Innovators Group 34 (WebInno34). If you are in the Greater Boston area here the details to attend: Web Innovators Group 34 (WebInno34) Monday, June 25, 2012 at 6:30 PM (ET) Royal Sonesta - [T3 Sixty names Cloze as "Top 5" Best-in-Class in 4 categories](https://ai.cloze.com/resource-center/t3-sixty-names-cloze-as-top-5-best-in-class-in-4-categories/) - Last week, T3 Sixty released this year's Tech 200, an annual listing of residential real estate's "best-in-class" tech products. We're proud that for the second year in a row, Cloze was named one of the five "best-in-class products" for Automated Consumer Engagement, CRM, and Email Marketing, and this year, was also named one of the - [Baird & Warner increases mortgage capture rates to 70+% with Cloze](https://ai.cloze.com/resource-center/baird-warner-increases-mortgage-capture-rates-to-70-with-cloze/) - Chicago’s Baird & Warner is a champion of smart innovation. From adopting best-of-breed technology to rethinking internal processes to reducing friction in the client buying and selling process, the company has found ways to increase brokerage profitability while simultaneously improving the client experience. In the past couple of years, the Cloze AI Real Estate Platform - [Create marketing materials from your listings with Canva and Cloze](https://ai.cloze.com/resource-center/create-marketing-materials-from-your-listings-with-canva-and-cloze/) - With thousands of real estate-specific designs, Canva is arguably the easiest way to create professional-looking marketing materials to promote your listings. With our new real estate marketing app for Canva, we make it even easier. Cloze is integrated with Canva to sync listing information and other details from Cloze to Canva. With your Canva account connected to Cloze, your listings - [Baird & Warner boosts agent production by 36% with Cloze](https://ai.cloze.com/resource-center/baird-warner-boosts-agent-production-36-percent/) - As Illinois’ largest family-owned independent real estate services company, Baird & Warner owes much of its long-standing success to a culture that thrives on adaptability and innovation. Founded in 1855, Baird & Warner’s success is rooted in its commitment to “making real estate easier for everyone” — a promise that extends not just outwardly to - [Full-screen views, AI timeline summaries, Canva, RealScout, MAXA, Xpressdocs, and more.](https://ai.cloze.com/resource-center/timeline-summaries-canva-realscout-maxa-xpressdocs-integrations/) - This release brings expanded desktop and tablet views to Cloze, more AI, and several new integrations. The new full-screen views give you more ways to visualize and summarize your data. You'll find a new beta option to try—Cloze uses AI to quickly summarize your recent timeline activity including emails, texts, and notes. Summaries are a - [Cloze appoints accomplished real estate executive Jose Perez as General Manager, Partnerships](https://ai.cloze.com/resource-center/jose-perez-cloze-general-manager-partnerships/) - Perez to accelerate growth by partnering with brokerage executives seeking to more strategically leverage technology in their business Wellesley, MA, October 31, 2024 — Cloze, a provider of AI-powered sales and marketing software for real estate brokerages, announced today the appointment of Jose Perez as the company’s new General Manager of Partnerships. Perez will draw - [Cloze Debuts Social-Network Organization Tool With $1.2M Seed Funding](https://ai.cloze.com/resource-center/cloze-debuts-social-network-organization-tool-with-1-2m-seed-funding/) - Backed with $1.2 million in seed funding, Cloze Inc. on Monday will open its relationship management service to the public. Services and software like LinkedIn.com and email can collect names and contact information, but Cloze aims to take information from those types of services and enable people to know the context and history of how - [Startup updates: Cloze, ParElastic launch public betas](https://ai.cloze.com/resource-center/startup-updates-cloze-parelastic-launch-public-betas/) - Cambridge’s Cloze said Monday it’s launched the public beta of its new web tool, which brings together a user’s contacts and conversations that are scattered across different accounts and services. The Dogpatch Labs startup in April raised $1.2 million from Greylock Partners, Kepha Partners and NextView Ventures, following the founding of the company - [Cloze Will Take Your Digital Networking to the Next Level](https://ai.cloze.com/resource-center/cloze-will-take-your-digital-networking-to-the-next-level/) - Forget networking events; I’ve met some of my most valuable professional contacts over Twitter. Digital networking is an art, though it can sometimes seem rather unorganized. Sure, you can connect on LinkedIn, but beyond that – for me, at least – how I cultivate contacts online remains pretty unstructured. For most people, that’s fine. But - [Networking by numbers: CRM tool Cloze scores professional relationships](https://ai.cloze.com/resource-center/networking-by-numbers-crm-tool-cloze-scores-professional-relationships/) - Cloze, a cloud-based contact management tool, launched its public beta last night and announced $1.2 million in funding. Cloze helps users manage their professional contacts by collecting information spread across various email accounts, social networks, and corporate tools into one, cohesive location. The product is targeted towards people whose careers are based on - [Need An Intro? Greylock-Backed Cloze Rates Your Connections](https://ai.cloze.com/resource-center/greylock-backed-cloze-rates-your-connections/) - Not all social network connections are created equal. My networks on Facebook and LinkedIn certainly include plenty of real friends and colleagues, but they’re mixed in with people I met once at a conference, random folks who sent me a nice note about my writing, and so on. All of that (I hope) is pretty - [Cloze gives relationship scores to everyone you know](https://ai.cloze.com/resource-center/cloze-gives-relationship-scores-to-everyone-you-know/) - It’s LinkedIn with a dose of Klout, and it’s actually pretty useful. Check out this new email harvesting tool. The startup Cloze has launched a utility that scores every relationship you have with your email contacts, based on when and how you communicate with people. The scores look like Klout - [New Cloze Features to Better Track Your Social Connections](https://ai.cloze.com/resource-center/rack-real-estate-social-connections/) - Today we are happy to announce several new features based on your feedback that will help you better manage, prioritize and respond to communications not just from email, but also from Twitter, Facebook and LinkedIn. We hear it daily from busy sales & marketing executives, as well as entrepreneurs - people whose schedules are packed - [5 Ways to Unplug without Missing Anything](https://ai.cloze.com/resource-center/five-ways-to-unplug-without-missing-anything/) - Have you ever truly unplugged for any significant period of time? I’m not talking about just being without the Internet on a plane, but completely offline – in the woods somewhere with zero cell service. Maybe it was forced (thank you AT&T) or not, but my guess is that at some point you felt the - [Context is everything when it comes to Big Data](https://ai.cloze.com/resource-center/context-is-everything-when-it-comes-to-big-data/) - Context is finally coming. Apple's Siri voice interface has switched us on to the advantages of a device that knows you and uses the context of where you are and what you care about. Bing doesn't just resort the order of search results. It tries to take into account what your friends think of results - [Relationship Scoring Startup Cloze Adds Social Network Integration, Now Open To Everyone](https://ai.cloze.com/resource-center/relationship-scoring-startup-cloze-adds-social-network-integration-now-open-to-everyone/) - Cloze, the startup that helps users score their relationships, is expanding its features today — it’s now incorporating data from social networks and sorting updates from those social networks based on importance. Cloze previously scored your relationships based on factors like the frequency, promptness, and length of emails, and gave you a prioritized view of - [Cambridge Startup Cloze Releases Updated Beta](https://ai.cloze.com/resource-center/cambridge-startup-cloze-releases-updated-beta/) - For salespeople, executives, venture capitalists, and other outbound professionals, managing the flow of information without missing key messages is an ongoing battle and few tools manage messages across platforms. That realization inspired Alex Coté and Dan Foody to cofound Cloze.com earlier this year. Today, they are releasing an updated beta including integration with Facebook, LinkedIn, - [MHT Startup Watch: 5 you should follow (Oct. 1-5)](https://ai.cloze.com/resource-center/mht-startup-watch/) - Cloze is one of this week's Mass High Tech Startups to Watch! - [Cloze prioritizes communications from your closest contacts](https://ai.cloze.com/resource-center/cloze-prioritizes-communications-from-your-closest-contacts/) - Small-business owners have a particular challenge keeping up with email and other electronic messages, not just because they receive a lot of them but because they often don't have an assistant or someone to help organize the deluge and figure out which should get responses first. So, if you are someone who struggles to keep - [4 Apps to Improve Your Morning Catch-up Routine](https://ai.cloze.com/resource-center/four-apps-to-improve-your-morning-catch-up-routine/) - One of the things I think about quite a bit at Cloze is my daily catch-up routine. By this I mean how I consume information across the four major media screens (TV, web, phone and tablet) as I move through my day. For roughly the last couple of months I’ve been logging my patterns to - [The First Inbox App with Noise-canceling. Cloze for iPhone and iPad is Here.](https://ai.cloze.com/resource-center/the-first-inbox-app-with-noise-canceling-cloze-for-iphone-and-ipad-is-here/) - Today we are happy to announce that Cloze is now available on the App Store for both iPhone and iPad. Lately there has been a push (and some hype ☺) to replace the native iPhone and iPad mail app to better handle inbox overload, but the problem is deeper than just re-skinning it with a - [Cloze Noise-canceling Inbox App Features for iPhone and iPad](https://ai.cloze.com/resource-center/cloze-noise-canceling-inbox-app-features-for-iphone-and-ipad/) - Cloze is now available on the App Store for iPhone and iPad. Here is a quick tour of the key features to get you started. Unite email, social and contacts in a single view Add as many email accounts as you’d like and Facebook, LinkedIn and Twitter. Tap on Key People to read what is - [Faster Email and Social Triage with Cloze for iPhone and iPad](https://ai.cloze.com/resource-center/faster-email-social-triage-iphone-ipad/) - We’ve heard you! This release adds the compact, scrolling list view of messages you've been asking for combined with new, speedy swipe gestures for faster triage - and keeps what you love: one inbox for mail and social, focused on the people that matter most. NEW on the iPhone and iPad: Swipe a message to - [Cloze Wins Most Innovative Mobile App and PwC Promise Award at the 2013 MITX Innovation Awards](https://ai.cloze.com/resource-center/cloze-wins-most-innovative-mobile-app-pwc-promise-mitx-awards/) - Cloze Awarded Twice For Most Innovative Mobile App And PwC Promise Award At The 2013 MITX Innovation Awards Annual Awards Show Celebrates New England’s Most Innovative Web and Mobile Technology Achievements Boston, Mass., June 3, 2013 — Cloze has been selected as a winner in two categories of Most Innovative Mobile App and PwC Promise Award for - [What’s new in Cloze 2.0](https://ai.cloze.com/resource-center/whats-new-in-cloze-2-0/) - We are excited to unveil our latest version of Cloze and slew of new features. This release brings team sharing to Cloze. On social media we all find nuggets of content that are unique and relevant. With Cloze, now you can pool them together, so everyone on your team can learn, privately discuss and publicly - [Cloze 3.1 - Smart Contact Management and Support for iOS 8](https://ai.cloze.com/resource-center/cloze-3-1-smart-contact-management-support-ios-8/) - This release brings an overhaul to our core contact management capabilities. From the beginning, Cloze has a done a significant amount of work behind the scenes to find, match and create organized contact profiles across all the people you know on email and social media—to give you a prioritized, people-centric view of your messages. Now - [Cloze launches professional relationship management app to end data entry](https://ai.cloze.com/resource-center/cloze-launches-professional-relationship-management-app-to-end-data-entry/) - New, premium offering’s advanced data science automatically tracks all of a user’s business interactions with each of their clients and prospects across email, phone calls, meetings, social media and notes. SOMERVILLE, Mass. – March 3, 2015 – Cloze, Inc. today announced Cloze® Pro, a new relationship management application for independent professionals and small business owners. - [Cloze Pro for Android is now available](https://ai.cloze.com/resource-center/cloze-pro-for-android-is-now-available/) - We are happy to announce that Cloze® Pro, our new relationship management application for independent professionals and small business owners, is now available for Android on Google Play™. Cloze Pro eliminates the tedious tasks required from traditional relationship management tools by automatically tracking a user’s complete history of interactions with each of their contacts across email, - [Introducing Assists, Email templates and several new features in Cloze Pro (May 2015)](https://ai.cloze.com/resource-center/smart-email-templates-and-automatic-assists/) - We are excited to announce several new features that we've recently added to Cloze Pro in the last month. These Cloze Pro features are immediately available to try on the App Store for iPhone and iPad, on Google Play for tablet and smartphone for any device running Kit Kat (Android 4.4) and on the web at www.cloze.com. Keep in touch with your - [New relationship types and support for Zapier to connect your favorite apps (June 2015)](https://ai.cloze.com/resource-center/new-relationship-types-zapier-integration/) - We are excited to announce several new features that we've recently added to Cloze Pro in the last month. All of these are immediately available on iOS, Android and cloze.com. And a new private beta of Zapier to help you connect your favorite apps to Cloze. Please see below for more details. Expanded relationship types - [Track the activity around projects, deals and sales automatically with Cloze (September 2015)](https://ai.cloze.com/resource-center/track-the-activity-around-projects-deals-and-sales-automatically/) - We are excited to announce several new features that we've recently added to Cloze Pro in the last month as part of our September 2015 release. All of these are immediately available on iOS, Android and cloze.com. Track the activity around projects, deals and sales automatically See the Key Details of Every Project or Deal in - [New Week in Review, Redesigned Agenda and Contact Profile (November 2015)](https://ai.cloze.com/resource-center/agenda-screen-week-in-review-and-improved-contact-profile/) - We are excited to announce several new features that we've recently added to Cloze Pro in the last month as part of our November 2015 release. These features are immediately available on iOS, Android and cloze.com. One place to see all your calls and meetings for the last week New “Week in Review” section - with - [Cloze Business, RingCentral, Mail Merge, Focused Inbox and more (March 2016)](https://ai.cloze.com/resource-center/cloze-business-ringcentral-mail-merge-focused-inbox/) - Cloze Business for teams is here! Cloze Business gets your whole team on the same page. It adds the productivity of Cloze Pro, with visibility and sharing across your entire team — all with no data entry. And if you're already a Cloze Pro subscriber, you have access to all of the Cloze Business functionality at no additional cost. - [New Beta features: Slack, Dropbox, OneNote and Google Drive](https://ai.cloze.com/resource-center/new-beta-features-slack-dropbox-onenote-google-drive/) - New Cloze Beta Features to Try We are excited to invite you to try several new beta features including support for Slack, Dropbox, Google Drive and OneNote. If you are interested please email us at support@cloze.com and we'll enable early access on your account and help you get started. Slack Messages - - [Connect Cloze to The Work Apps You Love (May 2016)](https://ai.cloze.com/resource-center/slack-dropbox-onenote-google-drive/) - Slack, Dropbox, Google Docs, OneNote, OneDrive and more. With this new release we are bringing several new integrations to Cloze including support for Slack, Dropbox, Google Drive, Google Docs, OneNote and OneDrive. We're also introducing our first bot. With Clozebot you can schedule to-dos, search for contacts, and ask questions like "what’s next on my agenda" - [The first CRM built for Slack](https://ai.cloze.com/resource-center/first-crm-built-slack/) - Today we’re releasing Clozebot—a Slackbot designed to keep your team on-top of their contacts, projects and deals. Getting the information you need about a client or deal should be as easy as asking a question, but it’s usually more like pulling teeth. CRMs aren’t built for a world where, every day, we use apps like - [Cloze Sidebar Chrome Extension (Beta)](https://ai.cloze.com/resource-center/cloze-sidebar-chrome-extension-beta/) - New Cloze Beta Feature to Try We are excited to invite you to try our new Cloze Chrome Extension. The Chrome extension provides Cloze related context of people, companies, projects, and deals side by side with your CRM and other websites. If you are interested please email us at support@cloze.com and we'll enable early access - [Your inbox now has a brain. Introducing Smart Action Items and Deadlines and more (Dec. 2016)](https://ai.cloze.com/resource-center/inbox-smart-action-items-deadlines/) - Our latest release adds some additional artificial intelligence to your Cloze Inbox with our new Smart Actions and Smart Deadlines. Cloze now detects things you have promised to do and deadlines you need to meet right from your email and adds them to your Agenda automatically. In the example below Cloze is detecting a deadline - [Introducing Engagement Analytics (April 2017)](https://ai.cloze.com/resource-center/engagement-analytics-for-leads-deals-and-projects/) - Our new release adds Engagement Analytics for faster decision-making. Activity Analytics help you understand where you are spending your time. Is it with existing Clients or Leads? On the phone or sending emails? With VPs or Managers. Activity Analytics will tell you. Pipeline Analytics help you quickly spot the Deals and Projects that are making progress and - [Talk to Cloze with Siri, iCloud Reminders and Smart Agenda Linking](https://ai.cloze.com/resource-center/real-estate-crm-siri-icloud-reminders/) - [Smart Notes, Automatic Android Call and SMS Logging and more (September 2017)](https://ai.cloze.com/resource-center/smart-notes-and-to-dos-automatic-android-call-sms-logging/) - Today we are releasing all new apps for iOS, Android and desktop (cloze.com). We've added more smarts so you can quickly add To Dos, Notes and collaborate with your team. Cloze uses natural language processing so you can create notes and To Dos with sentences. For example you can type in "call Dave tomorrow at noon" - [What Cloze is doing for the GDPR](https://ai.cloze.com/resource-center/real-estate-crm-gdpr/) - As this point you may be aware of the upcoming European Union (EU) privacy regulation called the General Data Protection Regulation (GDPR). This new regulation expands the rights of EU citizens to control how their personal data is collected and processed by third parties. The GDPR comes into force May 25, 2018, and Cloze will be - [The first email app with built-in support for GDPR](https://ai.cloze.com/resource-center/first-email-app-built-in-support-for-gdpr/) - Unless you're a robot, most of your important business is done through your own work email - not through a mass email service. So it's surprising that most of the attention related to GDPR compliance has focused on email marketing services, not on your real email. With the GDPR coming into force today, May 25, 2018, - [New inbox AI, smarter notes and expanded reminder options (September 2018)](https://ai.cloze.com/resource-center/inbox-ai-smarter-notes-reminder-options/) - Today we are releasing all new apps for iOS, Android and desktop (cloze.com). We've added more AI to your inbox so you won't miss important messages — Cloze finds messages in your inbox that you would usually reply to - if you haven’t it adds them as a reminder to your Cloze Agenda automatically. You'll - [New Platinum, Gold and Silver Plans!](https://ai.cloze.com/resource-center/new-platinum-gold-and-silver-plans/) - We are very excited to announce three new Cloze Business plans with a whole host of new features. And a big thank you to all that participated in our beta program over the last several months and helped shape these new features. In the 4 years we've been selling Cloze, we've added hundreds of features, but kept - [All New Agenda, Dark Mode, MailChimp support and more](https://ai.cloze.com/resource-center/all-new-agenda-dark-mode-mailchimp-support-and-more/) - All New Agenda As we set out to create the next generation of Cloze Agenda, we researched how successful people get through the activities in their day, and what barriers got in the way for others. A few of the key observations we had were that: It's too easy to get "sucked in" to our - [Focused People, MLS Listings feeds, and more](https://ai.cloze.com/resource-center/focused-people-mls-listings-feeds-and-more/) - Focused People, Companies and Deals Cloze brings together all of your contacts, automatically creating one view of everyone you know and work with. But, sometimes the people you want to focus on (clients, customers, etc.) aren't the same as the people you spend the most time with (coworkers, friends, family, etc.). This can happen especially - [Use Cloze CRM to organize contacts with Tags](https://ai.cloze.com/resource-center/use-cloze-crm-to-organize-contacts-with-tags/) - Tagging is a great way for you to label people, companies, projects, and deals based on data you know about them. You can create and use as many Tags as you see fit to organize your contacts in Cloze CRM. You can add as many tags as you would likeThey are helpful when you are trying - [CRM for Ninja Selling](https://ai.cloze.com/resource-center/crm-for-ninja-selling-realtors/) - Top-performing agents are maniacally focused on their sphere of influence and past clients because they outperform all other types of leads. Cloze makes it easy for realtors to constantly nurture their sphere of influence — building deep relationships and a strong referral network — which is why Cloze CRM is a perfect match for Ninja Selling. - [New sorting options, log postal mail, dotloop beta, mandatory fields and more](https://ai.cloze.com/resource-center/new-sorting-options-log-postal-mail-dotloop-beta-mandatory-fields-and-more/) - We hope everyone is staying safe and keeping your spirits up. Things will return to normal. If there’s any way we can help, you can reach out to us at support@cloze.com. In the sprit of trying to return closer to “normal,” see below for details of our latest updates. More Webinars We've heard from many Cloze - [Mail Merge enhancements, dotloop, account delegation and more](https://ai.cloze.com/resource-center/mail-merge-enhancements-dotloop-integration-account-delegation/) - As we all adjust to the "new normal" of everyday business we hope you are staying safe and keeping your spirits up. We're continuing to operate fully on all fronts. We've added several new features and enhancements to Cloze—all are available immediately on iOS, Android and desktop (cloze.com). If we can help in any way - [Automatically Track iPhone Text Messages and Calls in Cloze](https://ai.cloze.com/resource-center/automatically-track-iphone-text-messages-and-calls-in-cloze/) - We've added many new features so far in 2020, but the feature we're most excited to announce is that Cloze can now automatically track iPhone text messages. With no manual logging or data entry, Cloze automatically tracks all of your business communications across calls, texts, calendar meetings, and email. Is There a Way to Track - [What's New in 2020 (First half of 2020)](https://ai.cloze.com/resource-center/whats-new-2020/) - This webinar replay reviews the major features and refinements added to Cloze in the first half of 2020. - [Email open tracking with Cloze CRM](https://ai.cloze.com/resource-center/email-open-tracking-with-cloze-crm/) - Know when your emails are opened with Cloze CRM Cloze can tell you when someone opens an email you sent or clicks on any email link. When you are building relationships, every second counts — Cloze will notify you the second a recipient opens your email or clicks on a link. With Cloze you have - [Send a Mail Merge email and include the spouse automatically](https://ai.cloze.com/resource-center/send-a-mail-merge-email-and-include-the-spouse-automatically/) - When you send a Mail Merge email you can optionally include the spouse and other people linked to their profile. Using a Cloze reference Custom Field you can link a spouse, children, partners, referrers, and others to a person. Any person you link in these fields can then be easily added when sending a Mail Merge email. This - [Schedule a Mail Merge email to be sent in the future with Cloze](https://ai.cloze.com/resource-center/schedule-a-mail-merge-email-to-be-sent-in-the-future-with-cloze/) - With Cloze's Mail Merge feature, you can email multiple people at once with a personalized message for each recipient. Mail Merge is designed to let you communicate at scale using your real email while maintaining the one-to-one, personal touch of each relationship. When you send a Mail Merge email you can optionally schedule it to - [Never miss an anniversary with recurring annual reminders](https://ai.cloze.com/resource-center/never-miss-an-anniversary-with-recurring-annual-reminders/) - Recurring anniversary reminders are a great way to keep track of the import dates of your clients. With Cloze CRM you can set anniversary date reminders to ensure you never miss a critical date or an opportunity to reach out. Anniversary reminders examples: Purchase anniversarySale anniversaryLease expirationPolicy renewalContract renewalWedding anniversaryReal estate review Recurring reminders are displayed - [5 Creative Ways Real Estate Agents Can Connect with Their Clients Through the COVID-19 Holiday Season](https://ai.cloze.com/resource-center/creative-ways-real-estate-agents-can-connect-with-their-clients-through-the-covid-19-holiday-season/) - COVID-19 has thrown quite a monkey wrench into the world of real estate. A once personalized industry filled with client lunches, brokerage conferences, and holiday parties has now been put on hold by social distancing restrictions. As a result, agents are seeking new, innovative ways to connect with their clients through this unusual holiday season. - [How to use Cloze to stay in touch with your sphere of influence during the holidays](https://ai.cloze.com/resource-center/stay-in-touch-sphere-of-influence/) - Staying in touch with your sphere of influence during the holiday season can be tricky. This post includes a webinar replay and a framework to help you organize your sphere of influence and execute your outreach plan. Use the time stamps below to find the major sections covered in the webinar recording. Feel - [Connect Dialpad to Cloze CRM](https://ai.cloze.com/resource-center/connect-dialpad-to-cloze-crm/) - This guide walks you through how to connect Dialpad to Cloze CRM to automatically track Dialpad calls and texts in Cloze. With your Dialpad account connected to Cloze, your calls (both received and missed), voicemails, and texts are automatically logged to your contacts. Cloze will even automatically match incoming callers to existing contacts and display them on-screen, - [Cloze Year in Review: The new features and enhancements released in 2020](https://ai.cloze.com/resource-center/year-in-review-2020/) - With 2021 only a day away we wanted to take a look back and reflect on what we know has been a challenging year — and simply say thank you. Your ideas and thoughtful feedback have been instrumental in bringing over 100 new features and enhancements to life in Cloze this year. The webinar - [Connect Zillow to Cloze CRM](https://ai.cloze.com/resource-center/connect-zillow-to-cloze-crm/) - This guide walks you through how to connect Zillow to Cloze CRM to automatically track Zillow, Trulia, and StreetEasy leads in Cloze. Within your Zillow Premier Agent account, you can connect Cloze as your CRM to ensure your leads are automatically added to Cloze with no data entry. Instantly notifies you of the arrival of - [Create beautiful marketing emails with Cloze CRM](https://ai.cloze.com/resource-center/create-beautiful-marketing-emails-with-cloze-crm/) - With the Cloze Marketing Email feature, you can create beautiful, image-rich designs and pixel-perfect layouts that work in every email client. You can use Cloze Marketing Email to share updates with your clients, promote events, send newsletters, and more. Designs created in the Marketing Email editor use a responsive design that works on both mobile - [Is There a Way to Track Text Messages on an iPhone?](https://ai.cloze.com/resource-center/is-there-a-way-to-track-text-messages-on-an-iphone/) - Yes! With Cloze CRM. Cloze is the only CRM that can automatically track iPhone text messages. The Cloze Call and Text Sync App for iOS runs on your computer and acts as a conduit between your iPhone and Cloze to automatically log your calls and text messages. Not only can it track text messages, but - [Cloze Template Library: Manage your email, text, and call templates in one place](https://ai.cloze.com/resource-center/cloze-template-library-manage-email-campaign-text-call-templates-in-one-place/) - Templates save time and bring consistency to your work. With the Cloze template library, you can create a template once and reuse it whenever you need it. You'll never have to type up the same message over and over again or hunt through your sent folder for a message you sent to another client. Over - [Introducing Snippets: Reusable text and images you can insert in any message or template](https://ai.cloze.com/resource-center/snippets-reusable-text-images/) - Save time by creating reusable Snippets — text and images you can insert in any message or template. Snippets are small pieces of text or an image or both you can use to create emails quickly. They differ from templates because they can be inserted while composing a new email, within an existing email template, - [How to create a personal newsletter in under 5 minutes](https://ai.cloze.com/resource-center/how-to-create-a-personal-newsletter-in-less-than-5-minutes-a-week/) - How to create a personal newsletter in under 5 minutes a week with Cloze CRM. - [Connect Calendly to Cloze](https://ai.cloze.com/resource-center/connect-calendly-to-cloze/) - We've all been stuck in a seemingly endless loop trying to find a time that works for a meeting. This is where Calendly comes in. Calendly saves you the time of going back and forth. You simply share your scheduling link of available time slots and the recipient can find a time that works best - [How to use your sphere of influence to grow your real estate business](https://ai.cloze.com/resource-center/how-to-use-your-sphere-of-influence-to-grow-your-real-estate-business/) - How to use your sphere of influence to grow your real estate business. An interview with Shirley Yoon. - [Building Your Business Plan: Focusing on Your Sphere of Influence](https://ai.cloze.com/resource-center/building-your-business-plan-focusing-on-your-sphere-of-influence/) - A business plan is essential if you want to be successful as a real estate agent. A 2021 business plan will allow you to track your goals and results, ensure you are prepared for market changes and allow you to stay ahead of the competition—one of the keys to long-term success. Remaining competitive, however, can - [Building Your Business Plan: Develop a Marketing Strategy](https://ai.cloze.com/resource-center/building-your-business-plan-develop-a-marketing-strategy/) - In Part of 1 of our Building Your Business Plan series, we outlined the initial steps an agent can take in 2021 to prepare for a successful year. This included reviewing how an agent can get and stay organized and why an agent should focus on their sphere of influence to build their business. We - [Marketing Email, Calendly Support, Dialpad Support, New Mobile Apps, and more (February 2020)](https://ai.cloze.com/resource-center/real-estate-crm-mobile-apps-for-ios-and-android/) - We are excited to share that our February 2021 release is now live and includes updates to our mobile apps on iOS and Android: New Feature! Marketing Email to create pixel-perfect, image-rich, HTML email designs and send them from your real email account. New Integration! Added Calendly support New Integration! Added Dialpad support These new features are available immediately on iOS, Android, and - [Building Your Business Plan: Networking in 2021 and Preparing for Q2](https://ai.cloze.com/resource-center/building-your-business-plan-networking-in-2021-and-preparing-for-q2/) - Welcome to the final part of our 3-part series: Building Your Business Plan. Our intent for this series is to provide you with direction and resources to ensure you are taking steps toward effectively building your business in 2021. In Part 1 we outlined the initial steps you should take to prepare for a successful - [How Inaky Strick tripled his business with Cloze](https://ai.cloze.com/resource-center/how-inaky-strick-tripled-his-business-with-cloze/) - Inaky Strick recently shared his journey to success in an up-close-and-personal (virtual!) interview with the Cloze team. He is a broker associate with Kuper Sotheby's International Realty in Texas, serving New Braunfels, Boerne, San Antonio, Austin, and surrounding areas. Within two years of transitioning to a new market, Inaky has shown that with dedication, organization, - [The Daily Routine of 6 Top Real Estate Producers](https://ai.cloze.com/resource-center/the-daily-morning-routine-of-top-real-estate-producers/) - With more than one million real estate agents in the United States, the competition to grow your business is fierce. However, establishing an effective routine – one inspired by top-producing real estate agents throughout the country – can help improve your chances of making it to the top. To help you learn how to drive - [How David Mundt Drove $140M+ in Real Estate Sales With Cloze CRM](https://ai.cloze.com/resource-center/how-david-mundt-drove-140m-in-real-estate-sales-with-cloze-crm/) - We recently had the privilege of sitting down with the Managing Director and one of the top agents for Signature International Premier Properties to learn about his journey from computer software to real estate. With over 10 years of experience in the industry, David shares his thoughts about finding success, the importance of an effective - [How one brokerage builds authentic client relationships with Cloze and ActivePipe](https://ai.cloze.com/resource-center/how-one-brokerage-builds-authentic-client-relationships-with-cloze-and-activepipe/) - Working as a real estate agent is one of the most competitive professions in the world. In the United States alone, more than 1.5 million (July 2021) real estate agents are active members of the National Association of Realtors (NAR). With such immense competition, agents must adopt an innovative platform to streamline their business and - [How Tookie Nemchak Grew To 50+ Transactions Per Year With Cloze](https://ai.cloze.com/resource-center/how-tookie-nemchak-grew-to-50-transactions-per-year-with-cloze/) - In a recent interview, realtor Tookie Nemchak from Keller Williams Clemson opens up about her journey into the world of real estate and shares intimate details of how she has found success as a new agent in a new market. Keller Williams Clemson is a brokerage firm located in Clemson, South Carolina, and in 2020, - [Introducing Campaigns, Lead Routing, and more (Cloze 2021.7)](https://ai.cloze.com/resource-center/campaigns-lead-routing-real-estate-crm/) - We are excited to share our July 2021 update (version 2021.7). Our mission has always been to reduce the amount of time, effort, and manual work related to relationship management. This update goes even further with more ways to automate while maintaining the authenticity and personal engagement your clients expect. Key highlights of this update - [Connect DocuSign to Cloze](https://ai.cloze.com/resource-center/connect-docusign-to-cloze/) - With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze account. Cloze will even alert you automatically when you need to sign a document or the status has changed. The DocuSign integration streamlines how you - [How Spencer Tuckett Uses Cloze CRM to Build Authentic Relationships at Scale](https://ai.cloze.com/resource-center/how-spencer-tuckett-uses-cloze-crm-to-build-authentic-relationships-at-scale/) - In 2021, the market size of the real estate sales and brokerage industry was estimated to be $156.2 billion (measured by revenue). Real estate professionals have learned to lean into technology to improve and streamline their business operations to reach such staggering numbers. This includes not only real estate agents but all parties involved in - [Connect SkySlope to Cloze CRM](https://ai.cloze.com/resource-center/connect-skyslope-to-cloze-crm/) - With your SkySlope account connected to Cloze, you can easily track clients from their initial inquiry through to closing. You'll use Cloze to build and maintain the client relationship from lead to a transaction and beyond—as needed, simply create a listing or transaction in SkySlope to track all of the necessary documents and tasks—Cloze will - [Connect Cloud CMA to Cloze](https://ai.cloze.com/resource-center/connect-cloud-cma-to-cloze/) - Cloud CMA makes it easy to build beautifully designed Comparative Market Analysis reports and interactive presentations. Each report is optimized for mobile and can be presented live on a variety of devices. And Cloud CMA is often included for free with your MLS membership. The Cloud CMA integration enables you to create CMA, Buyer Tour, - [Advanced account delegation, Campaign enhancements, and more (Cloze 2021.11)](https://ai.cloze.com/resource-center/advanced-account-delegation-campaign-enhancements/) - We are excited to share our November 2021 update (version 2021.11).Key highlights of this update include: Advanced Delegation - Improved privacy controls, delegated mail merge, and contact exporting. Campaigns Enhancements - Trigger campaigns based on link clicks, bulk starting, and more. Mail Merge Enhancements - Improved analytics and send a Mail Merge from a template. - [Connect HomeSpotter Boost to Cloze](https://ai.cloze.com/resource-center/connect-homespotter-boost-to-cloze/) - HomeSpotter Boost automates real estate digital advertising campaigns for listings and open houses on Facebook, Instagram, and the web. The HomeSpotter Boost integration enables you to create advertising campaigns directly from properties in Cloze. Key property details like photos, price, beds, baths, location, and more are sent from Cloze to HomeSpotter Boost making campaign creation - [How Town & Country Realty is scaling up with Cloze CRM](https://ai.cloze.com/resource-center/how-town-country-realty-is-scaling-up-with-cloze-crm/) - Supported by the technology of Cloze, an innovative customer relationship management (CRM) tool, agents at Town & Country Realty have been enjoying a period of growth despite the COVID-19 pandemic. Lisa Marie Boyd, the firm's principal broker, and co-owner, and Kate Meeuwsen, Town & Country Realty's creative director, recently discussed how the platform has helped - [McEnearney Associates: Building a World-Class Technology Stack with Cloze CRM](https://ai.cloze.com/resource-center/mcenearney-associates-real-estate-technology-stack/) - In a recent interview, Stephanie Hrutkay, director of digital resources at McEnearney Associates, discussed how her firm's tech stack* – which is built around the Cloze customer relationship management (CRM) system – has become a critical resource to the firm's success. It has allowed agents to manage their time more effectively and improve client relations, - [Building a Winning Brokerage Tech Stack](https://ai.cloze.com/resource-center/building-a-winning-brokerage-tech-stack/) - How are real estate brokerage firms building a winning tech stack in today’s competitive environment? We asked industry leaders to share best practices and lessons learned from their recent technology investments. Watch the full webinar or scroll down and watch the highlights. Participating in the discussion were the following: Travis Saxton - senior vice president - [Faster Agenda, All-New Library, Marketing Mail Enhancements, and More (Cloze 2022.6)](https://ai.cloze.com/resource-center/faster-agenda-library-marketing-mail-enhancements/) - We are excited to share our June 2022 update (version 2022.6).Key highlights of this update include: Agenda - Faster Agenda, with controls to fine-tune what is visible and how items are grouped. Library Enhancements - The Cloze Library has been completely redesigned for easy organization. Marketing Mail Enhancements - 25+ new Marketing Mail features including - [Inbox Enhancements, Faster Contact Organizing, Campaign Automation Enhancements, and more (Cloze 2022.9)](https://ai.cloze.com/resource-center/faster-contact-organizing-campaign-automation/) - We are excited to share our September 2022 update (version 2022.9). Key highlights of this update include: Inbox Enhancements - Sort Inbox purely by time or by person. Change the width of Inbox message list column on tablets and on the desktop web app. Agenda Enhancements - Snooze many items at once and new hover - [Introducing Cloze AI Insights: Discover your hidden revenue](https://ai.cloze.com/resource-center/introducing-cloze-ai-insights-discover-your-hidden-revenue/) - Zeroing in on real estate’s “Biggest Challenges” For the past decade, Cloze CRM has helped agents and real estate brokerages close more deals by strengthening client relationships, organizing action items and contacts, and providing a detailed, comprehensive view of each and every sale. But while Cloze CRM is invaluable at increasing the effectiveness of individual agents and managers, what - [Create Real Estate Listing Descriptions Automatically using Cloze AI](https://ai.cloze.com/resource-center/create-real-estate-listing-descriptions-automatically-using-cloze-ai/) - Creating compelling listing descriptions can be a tedious task. Cloze makes it easy. With Cloze AI you can leverage the same cutting-edge technology as ChatGPT to automatically generate real estate listing descriptions for you in just a few minutes. Like other generative AI you'll find in Cloze, of the main advantages of using Cloze AI - [Cloze: The AI-Driven Game Changer for Brown Harris Stevens](https://ai.cloze.com/resource-center/cloze-the-ai-driven-game-changer-for-brown-harris-stevens/) - If you are not using Cloze, with its off-the-charts artificial intelligence and business management functions, you simply are a glutton for punishment! This CRM is a game changer for our business. Get on Cloze or be left behind.” Rory BolgerBrown Harris Stevens - Brooklyn office When New York-based brokerage Brown Harris Stevens (BHS) hired Chris - [ChatGPT built right into Cloze](https://ai.cloze.com/resource-center/chatgpt-built-right-into-cloze/) - Our latest release is jam-packed with artificial intelligence powered by ChatGPT to help you create engaging content in less time. Key highlights of Cloze’s built-in support for ChatGPT include: Create new emails on any topic you choose Write email replies for you Edit content for style and tone Author complete newsletters on any topic in - [How Sotheby’s International Realty agent Jay Sheridan turned his "list of names" into a reference goldmine](https://ai.cloze.com/resource-center/sothebys-international-jay-sheridan/) - If you ask Jay Sheridan, a real estate agent with Summit Sotheby’s International Realty, he’ll tell you that he’s “just the same as everyone else.” That’s why he thinks other agents might learn something from his experience. There are those people that are masters of their database—it’s their personality type, the way they do business,” - [How Berkshire Hathaway HomeServices Homesale Realty is Using Cloze to Thrive in a Post-Boom Market](https://ai.cloze.com/resource-center/berkshire-hathaway-homeservices-homesale/) - We’re experiencing tremendous adoption with Cloze. And I think the reason we have such high adoption is that agents can 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.” - - [October 2023 Release: New Cloze Design, Ghostwriter AI features, and more.](https://ai.cloze.com/resource-center/ghostwriter-ai-features/) - Our latest release brings a new design to Cloze that simplifies the experience and streamlines common actions. Thank you to all of our beta testers who provided feedback and ideas this summer! Beyond the new design, our ChatGPT-powered Ghostwriter has been extended with several new features. Key highlights of this release include: New Cloze design - [Connect RealScout to Cloze to engage dormant clients and collaborate with active ones](https://ai.cloze.com/resource-center/connect-realscout-to-cloze/) - Our new integration with RealScout offers agents several new ways to create and capitalize on conversion moments, as well as strengthen client relationships. If you aren’t already familiar with RealScout, you should check it out: RealScout is a powerful platform for agent-client collaboration. 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