Cloze CRM

Increase agent productivity and brokerage profitability with an AI-powered CRM, built for real estate agents, and designed for usability, efficiency, and results

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Cloze CRM
Cloze CRM
Cloze CRM
Cloze CRM
Cloze CRM
Cloze CRM
Cloze CRM

Real estate CRM

Uncover and capture your relationship gold

Effortlessly manage and uncover new and existing deals by

  • Strengthening new and existing connections
  • Automating data entry and follow-up
  • Amplifying the value of agents’ spheres

Harness all the data hidden in your emails, meetings, phone calls, notes, documents, and applications with a real estate CRM that can turn your spheres of influence into a goldmine of opportunities.

AI-powered CRM

More deals, effortlessly

Achieve higher performance out of more agents by offering an AI-powered CRM that works for them, instead of asking them to change how they work.

  • More Deals

    Through AI-powered recommendations of likely prospects and clients to connect with

  • Higher Productivity

    With mobile-first capabilities, AI-generated content, seamless integrations, and automation

  • Stronger Relationships

    With re-engagement reminders, automatic milestone/anniversary celebrations, and personalized email campaigns

Built for Real Estate

Designed with you in mind

No matter your role—agent, team lead, or brokerage leadership—Cloze CRM offers benefits you just can’t get anywhere else.

Agent Benefits

A CRM your agents will love

This is the CRM you didn’t dare to dream about.

  • AI personal assistant
    detects action items and remind you to follow up
  • Effortless relationship management
    that keeps you in touch long after the last sale
  • Better content, faster
    with AI-generated content at your fingertips
  • No more data entry
    with automated contact updates and action items
Holly Smith

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, Brown Harris Stevens

Brokerage profitability

Results leadership will celebrate

Cloze CRM offers so much more than just a tool for agents.

  • Increase per-agent productivity
    as agents uncover new deals and increase referrals
  • Drive up attach rates
    for ancillary services with easy handoffs
  • Recruit top-performing agents
    with industry-best tools
  • At-a-glance metrics dashboard
    so you have early visibility on agent performance
Rod Messick

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, Berkshire Hathaway HomeServices Homesale Realty

Features

Here's what you've been missing

CRMs are notorious for a being a lot of pain for little gain. Here are some of the reasons our agent adoption is so high.

Mobile-first design

Experience the same app—and all its features—on your phone, tablet, and desktop so you can stay productive, even while on the move

Unified views

Get a single view of all your activities across your clients and listings as Cloze automatically logs and summarizes engagement across email, phone, and text

AI-generated content

Use our embedded ghostwriter that can draft one-off emails, multi-email campaigns, bios, property descriptions, and more, with pre-built prompts, all trained for real estate

AI-automated updates and reminders

Eliminate busywork such as logging calls, remembering action items and due dates, or updating contact info

Robust integrations

Work more efficiently and effectively by integrating easily and with the tools you already use and love in your day-to-day process

Testimonial

Client Testimonials

Hear from our customers

"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, Brown Harris Stevens

"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, Sotheby’s International Realty Canada

Adam Catron

"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®, F.C. Tucker Company

"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®, Summit Sotheby’s International Realty

"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, Baird & Warner

Hunter Connelly

"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, Parks | PIlkerton

Kathy Ripps

"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, Kuper Sotheby's International Realty

"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, BHHS Homesale Realty

"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, Brown Harris Stevens

"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, McEnearney Associates

Ton Coffeng

"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, Makelaars van Amsterdam, Broker/Owner

Steve Keefe

“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, Sky Ridge Coldwell Banker

Julia Corkey

"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®, Baird & Warner

Leslie Johnson

"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, Side, Inc.

"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 & Designated Managing Broker, Baird & Warner

Nancy Amaker

“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, Parks | Pilkerton

Diletta Giorgolo Spinola

"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, Italy 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, Brown Harris Stevens

"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, Sotheby’s International Realty Canada

Adam Catron

"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®, F.C. Tucker Company

"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®, Summit Sotheby’s International Realty

"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, Baird & Warner

Hunter Connelly

"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, Parks | PIlkerton

Kathy Ripps

"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, Kuper Sotheby's International Realty

"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, BHHS Homesale Realty

"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, Brown Harris Stevens

"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, McEnearney Associates

Ton Coffeng

"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, Makelaars van Amsterdam, Broker/Owner

Steve Keefe

“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, Sky Ridge Coldwell Banker

Julia Corkey

"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®, Baird & Warner

Leslie Johnson

"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, Side, Inc.

"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 & Designated Managing Broker, Baird & Warner

Nancy Amaker

“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, Parks | Pilkerton

Diletta Giorgolo Spinola

"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, Italy Sotheby's International Realty

Privacy

Designed for privacy and security

We believe your data is yours alone.

Our privacy controls are so strict not even our employees can see your encrypted data. Each agent has their own private space that no one else can access.

We’ve also designed multiple layers of security around your information, from access protected data centers, through network and application-level security. We use oAuth when we can. Sensitive information, such as your email, messages, and passwords, is always encrypted.