Cloze Review

Name: Cloze
Brand: Cloze
Availability: InStock

Cloze is an AI-powered CRM built for real estate brokerages — it auto-syncs email, texts, and calls to build a complete relationship history without manual data entry.

Starting at $17/mo

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Cloze Pros

Auto-logs emails, texts, and calls with zero manual entry — relationship history stays current without agent discipline
Connects with 50+ tools out of the box including Gmail, Microsoft 365, DocuSign, and Slack
Serves individual agents ($17/mo) through to enterprise brokerages — Windermere, Sotheby's, and Compass are live customers
14-day free trial, no credit card required, cancel anytime — lowest-commitment entry point in the CRM category

Cloze Cons

No native IDX website — agents must pay separately for a site and wire it in via integration
Full AI features including lead capture, generative AI, and lead routing require the Platinum plan at $42/user/month
No built-in dialer or calling — requires a separate third-party integration for phone outreach
Concierge support (priority help and personalized training) costs an extra $20/user/month with a $500/month minimum — standard support is self-serve documentation

Product Overview

Cloze positions itself as the anti-data-entry CRM: it logs emails, texts, and calls automatically and uses AI to surface relationship insights and suggest timely outreach. It's a strong fit for individual agents and small teams who want a nimble, intelligent tool without the overhead of kvCORE, BoomTown, or Follow Up Boss. Major brokerages including Windermere, Sotheby's, and Compass have adopted it for enterprise deployments. The trade-offs are real, though: there's no built-in IDX website, no native dialer, and transaction management requires a separate integration. Full AI features — lead capture, campaign automation, and generative AI — are locked behind the $42/month Platinum plan, which leaves lead routing out of reach for lower tiers. Agents who need an all-in-one platform with IDX and showing tools should look instead at Follow Up Boss, CINC, or Lofty.