Cloze Review: Boost Real Estate Sales by 100% with AI Automation

Forgotten follow-ups are killing your client relationships.

If you’re like many buyers, you’re struggling to keep track of every call, email, and meeting across multiple apps, and it’s hurting your ability to nurture leads or maintain important business connections.

Most so-called “relationship management tools” don’t actually fix this. You end up dropping the ball on critical follow-ups, and that’s costing you real opportunities.

Cloze takes a hands-on approach, acting as an AI-powered personal assistant that brings all your contacts, conversations, and next steps together, automatically reminding you when it’s time to reach out—without the need for tedious manual data entry.

In this review, I’ll show you how Cloze can help you actually stay connected and never miss a key moment with your network again.

In this Cloze review, you’ll discover how its unified contact management, smart reminders, email automation, and project tracking really measure up while you compare pricing and top alternatives.

You’ll walk away knowing the features you need to make smarter decisions and finally take control of your relationships.

Let’s dig into the details.

Cloze Overview

Cloze has focused on relationship management since its 2012 founding. Based in Wellesley, MA, their mission is to act as your personal assistant, automatically centralizing all your professional communications.

They target relationship-driven professionals like real estate agents and consultants who find traditional CRMs too cumbersome. What truly sets them apart is their unwavering focus on individual productivity over complex, enterprise-level sales process management you often see.

The company’s recent strategic appointment of a partnerships GM signals clear growth ambitions. It’s a smart ecosystem play I’m tracking closely as we go through this Cloze review.

Unlike competitors that can feel like data entry projects, Cloze was built on a “no-work” philosophy. I find this means the platform is designed to automate your communication and contact logging so you focus on people, not admin tasks.

You’ll find them working with independent professionals and client-focused teams where strong connections drive business growth. They are especially popular in real estate, consulting, and finance.

From my analysis, their current strategy is all-in on practical, AI-driven personal assistance. They are betting that you value intelligent reminders and proactive insights more than spending time manually updating a rigid CRM pipeline.

Now let’s examine their capabilities.

Cloze Features

Forgetting important follow-ups with key contacts?

Cloze features act as a personal assistant, automating your communications and relationships. Here are the five main Cloze features that transform how you manage your professional connections.

1. Smart AI and Automatic Reminders

Wish you had a memory like an elephant?

Forgetting to follow up with important contacts can lead to lost opportunities and weakened relationships. It’s a common frustration for many professionals.

Cloze’s AI intelligently analyzes conversations, identifies action items, and proactively reminds you when it’s time to reach out. I found its ability to nudge you when a relationship is fading particularly useful. This feature ensures no vital connection slips through the cracks.

This means you can maintain strong relationships effortlessly, preventing valuable clients or prospects from feeling neglected.

2. Unified Contact Management

Tired of manual data entry for every new contact?

Juggling contact information across multiple apps and spreadsheets is tedious and prone to errors. It wastes precious time you could spend on actual work.

Cloze automatically gathers and organizes contact data from all your digital interactions, from email to social media. Here’s what I found: it even extracts details from email signatures to keep everything current. This feature provides a single, comprehensive view of every person and company.

So you get an always-up-to-date contact book without lifting a finger, allowing you to focus on engaging, not entering data.

3. Business-Grade Email with Automation

Struggling to track if your important emails are even opened?

Sending emails blindly without knowing if they’re received or read can make follow-up a guessing game. This can really impact your outreach effectiveness.

This Cloze feature includes robust email capabilities like open tracking, mail merge, and scheduling. From my testing, the email open notifications were incredibly helpful for timely follow-ups. You can also leverage templates for consistent, personalized communication at scale.

This means you gain crucial insights into your email engagement, helping you refine your strategy and ensure no important message goes unnoticed.

4. Call and Text Logging

Manually logging every client call or text is a pain, right?

Missing crucial details from phone conversations or texts means incomplete records, which can hinder client understanding. This often leads to frustrating gaps in communication history.

Cloze automatically logs all your phone calls and text messages (SMS) using your real phone number. What I love about this is that every interaction is instantly linked to the contact, something many CRMs make you do manually. This feature keeps your communication history complete.

This means you’ll always have a full record of client interactions, ensuring continuity and better context for every conversation.

5. Project and Deal Management with Next Steps

Struggling to standardize your sales or project workflows?

Inconsistent processes lead to missed steps, inefficiency, and ultimately, lost deals or project delays. It’s tough to scale when everyone does things differently.

Cloze offers “Next Steps” – repeatable checklists for managing deals and projects, like buyer or seller journeys. This is where Cloze shines; these custom checklists ensure no critical action is overlooked. This feature brings structure to your pipeline, improving team accountability.

The result is your team gets a clear, standardized approach to every project or deal, enhancing efficiency and boosting successful outcomes.

These Cloze features work together to create a holistic relationship management system that eliminates administrative burdens and fosters stronger connections.

Cloze Pricing

How much will Cloze actually cost your team?

Cloze pricing is transparent with clear subscription tiers, offering plans that scale from individual professionals to growing businesses, helping you budget with confidence.

Plan	Price & Features
Cloze Pro	$17/month billed annually ($19.99 month-to-month) • Smart AI for reminders & discovery • Automatic email/meeting/call tracking • Email open tracking & reply reminders • Unified contact management
Cloze Business Silver	$21/user/month billed annually ($24.99 month-to-month) • Team-wide communication view • Share templates & next steps • Assign responsibility for people/companies • Create project teams
Cloze Business Gold	$29/user/month billed annually ($34.99 month-to-month) • Team analytics (pipeline, forecast) • Smart Custom Fields (anniversary, relationships) • Automatic text message tracking • Advanced integrations (MailChimp)
Cloze Business Platinum	$42/user/month billed annually ($49.99 month-to-month) • User archiving & sub-team hierarchy • Lead routing capabilities • Enterprise single sign-on (SSO) • Enhanced business configuration & compliance
Concierge Service Add-on	$20/user/month ($500 minimum monthly) • Dedicated Customer Success Manager • Tailored team training & priority support • Data import & campaign design assistance • Proactive account reviews

1. Value Assessment

Great value for relationship management.

From my cost analysis, the Cloze Business Silver plan stands out as a strong choice for small teams needing shared visibility without the complexity of larger CRM systems. The per-user pricing scales naturally with your team size, helping you avoid paying for features you don’t immediately need.

This means your monthly costs stay predictable as you grow, aligning your budget with your team’s actual needs.

2. Trial/Demo Options

Smart evaluation options available.

Cloze offers a generous 14-day free trial without requiring a credit card, letting you fully explore its capabilities. What I found particularly useful is how you can downgrade to a limited free plan after the trial, which helps you continue using core features.

This lets you validate the value and user adoption before committing to a full subscription, reducing your financial risk.

3. Plan Comparison

Choosing the right plan matters.

For individuals, Cloze Pro offers excellent value, but growing teams will likely find Business Silver or Gold essential for collaboration and analytics. What stands out is how Business Platinum adds enterprise-grade features like SSO and lead routing for larger organizations.

This tiered structure ensures you can match Cloze pricing to your specific operational scale and feature requirements.

My Take: Cloze’s pricing strategy focuses on providing clear value across different business sizes, making it an accessible solution for individuals and teams who prioritize relationship intelligence and automation.

The overall Cloze pricing reflects transparent value with flexible options for every budget.

Cloze Reviews

What do real customers actually think?

I’ve analyzed various Cloze reviews to bring you a transparent look at what actual customers experience, helping you understand the real-world performance and user sentiment for this platform.

1. Overall User Satisfaction

Users genuinely appreciate the platform.

From my review analysis, Cloze generally receives positive feedback, with users often praising its ability to automate contact and communication tracking. What I found in user feedback is how its intuitive interface simplifies daily tasks, making it a favorite for relationship management.

This indicates you can expect a smooth experience focused on client interactions.

2. Common Praise Points

Users love the automatic data organization.

Customers consistently highlight Cloze’s ability to automatically pull and organize data from various sources, eliminating manual entry. Review-wise, the relationship intelligence and follow-up reminders are frequently praised for helping maintain crucial connections and preventing missed opportunities.

This means you’ll save significant time on administrative tasks, focusing on what matters.

3. Frequent Complaints

Some frustrating limitations exist.

While strong, some users report Cloze’s automation capabilities are less robust than competitors, particularly for complex custom workflows. What stands out in customer feedback is how the lack of phone customer service can be a drawback for those needing immediate assistance.

These issues are worth considering, especially if your business requires advanced automation or instant support.

The overall Cloze reviews reflect strong satisfaction, tempered by specific feature limitations and support preferences.

Best Cloze Alternatives

Navigating the crowded CRM market can be tough.

The best Cloze alternatives include several strong options, each better suited for different business situations and priorities, especially when relationship intelligence is key.

1. Salesforce Sales Cloud

Are you a large organization with complex needs?

Salesforce Sales Cloud offers a broader and deeper set of sales, marketing, and service features, with superior opportunity and pipeline management for extensive integration capabilities. From my competitive analysis, Salesforce provides enterprise-grade customization and features, though it demands more resources for implementation and administration.

Choose Salesforce Sales Cloud if your organization requires extensive customization and a vast integration ecosystem over Cloze’s ease of use.

2. HubSpot CRM (Sales Hub)

Prioritizing integrated marketing and sales functionality?

HubSpot CRM excels in email marketing, lead management, and its extensive integration ecosystem for marketing, sales, and service teams. What I found comparing options is that HubSpot offers a more comprehensive marketing-sales suite, though its paid tiers can become costly with increasing contact limits.

Consider this alternative if you need strong email marketing tools and a wider range of third-party integrations, focusing on inbound strategies.

3. Zoho CRM

Seeking a highly customizable platform on a budget?

Zoho CRM offers a comprehensive lead management system, robust email marketing, and greater customization for sales pipelines and workflows. Alternative-wise, Zoho provides scalable automation at a lower cost, making it ideal for small to medium-sized businesses focused on lead nurturing.

Opt for Zoho CRM if you require a highly customizable, budget-friendly platform with strong lead tracking and email marketing.

4. Pipedrive

Is visual pipeline management your top priority?

Pipedrive excels in opportunity and pipeline management with its visual interface, making it easier to track sales progress. Alternative-wise, Pipedrive offers superior email tracking and automation for sales outreach, especially if your focus is strictly on moving deals forward.

Choose Pipedrive if your primary need is robust visual sales pipeline management and advanced email automation for sales-focused follow-ups.

The best Cloze alternatives depend on your business size, budget, and specific feature priorities beyond just relationship management.

Cloze Setup

Worried about complicated software setup and training?

Cloze setup is generally straightforward, designed to minimize manual effort and get your team productive quickly. This Cloze review will break down what you’re really signing up for.

1. Setup Complexity & Timeline

Getting started is surprisingly simple.

Cloze implementation primarily involves connecting your existing email, calendar, and phone accounts, automatically pulling in communication history. From my implementation analysis, initial setup is quick and highly intuitive, usually completed within hours or days rather than weeks, especially for individuals or small teams.

You’ll need to allocate time for account connections and initial data review, but extensive project planning is rarely required.

2. Technical Requirements & Integration

Minimal technical hurdles to overcome.

Your team only needs web access or mobile devices (iPhone/Android) to use Cloze, as it’s a cloud-based platform. What I found about deployment is that it integrates robustly with productivity apps like Google Drive and business tools via Zapier, requiring no custom coding for most connections.

Plan for account authentication and linking desired integrations, but extensive IT infrastructure changes aren’t part of this rollout.

3. Training & Change Management

User adoption benefits from intuitive design.

Training focuses on exploring the interface and leveraging AI-powered reminders, which users often find highly valuable for relationship management. From my analysis, the platform’s intuitive nature reduces the learning curve significantly, leading to quicker user buy-in compared to more complex CRMs.

Invest in familiarization with its core features and consider the Concierge Service for tailored team training if needed.

4. Support & Success Factors

Vendor support helps streamline your rollout.

Support is primarily online or via email, with responses generally rated well, ensuring you can get assistance during initial setup. What I found about deployment is that responsive support is key for smooth onboarding, even without phone options, guiding you through any connection or feature questions.

Plan for clear internal goals for what you want Cloze to achieve, leveraging its automated data organization for improved efficiency.

Overall, the Cloze setup is remarkably user-friendly, emphasizing quick deployment and automatic data integration for rapid value.

Bottom Line

Does Cloze genuinely deliver on its promises?

My Cloze review reveals a powerful relationship management tool ideal for specific user profiles, combining automated intelligence with focused relationship nurturing capabilities for strong client connections.

1. Who This Works Best For

Professionals prioritizing strong client relationships above all else.

Cloze works best for sales reps, real estate agents, consultants, and client-focused entrepreneurs who depend on a robust professional network. From my user analysis, individuals and small teams who hate manual CRM updates will find its automated data entry and intelligent reminders invaluable for maintaining key relationships and preventing follow-up gaps.

You’ll see great value if your success hinges on consistently nurturing your connections without extensive administrative overhead.

2. Overall Strengths

Effortless relationship nurturing is where Cloze truly shines.

The software succeeds by automating communication tracking, centralizing contact data, and providing AI-powered follow-up reminders to ensure no relationship fades. From my comprehensive analysis, its “personal assistant” approach to relationship management significantly reduces manual data entry and keeps your professional network organized and active.

These strengths translate directly into more focused client interactions and improved engagement, vital for your business success.

3. Key Limitations

Automation depth is not on par with comprehensive CRMs.

While excellent for relationship intelligence, Cloze’s automation capabilities are less robust than enterprise-grade solutions, and phone support is absent. Based on this review, some long-term users have reported data integrity issues upon export, such as merged contacts, which could be a concern for extensive databases.

These limitations are important to weigh against your business’s specific needs for scalable automation and immediate support.

4. Final Recommendation

Cloze receives a strong recommendation for its target audience.

You should choose this software if your business thrives on strong personal connections and you need an intelligent, automated tool for relationship management. From my analysis, it excels for those prioritizing effortless client nurturing over extensive sales force automation or complex, customizable workflows.

My confidence is high for individuals and small to mid-sized teams in client-centric roles.

This Cloze review demonstrates strong value for the right business profile, offering an intelligent assistant for maintaining vital professional relationships effectively.