How to Get Started with Cloze

We wanted to introduce you to Cloze-- an AI-powered real estate platform focused on CRM, marketing, and lead management

Cloze automatically pulls together your emails, meetings, calls, and social media interactions, giving you a complete view of your relationships in one place without any data entry. It’s like having a personal CRM that works in the background to help you stay connected and organized.  

Here's a video tutorial for Cloze that you can also find in your Onboarding Guide. 

https://www.facebook.com/media/set/?set=oa.1243385471166557&type=3 

Included in this video is an overview to get started, together with the common questions asked.

Getting Started: 

Common Questions about Cloze: 

1. What can your brokerage not see?

No Personal Contacts or Communication

• Your personal contacts and communication is not accessible by your brokerage in any way 

No Agent Owned Clients, Leads or Communication

• Your leads and clients and their communication with you is not accessible by your brokerage in any any 

2. What can your brokerage see?

Company Generated Leads

Leads that come from brokerage sources are shared and visible to your brokerage management(but not other agents). You'll be able to see which are the company-generated leads in Cloze. 

3. What can Cloze employees see?

• Your information is encrypted, so Cloze employees can't see it.

• Cloze will never give anyone else access to your information

• Cloze follows the strict European guidelines for data protection and privacy, GDPR

4. How do changes in Cloze impact my connected accounts?

• If I delete an email in Cloze, does it move to trash in Microsoft 365/Outlook? - Yes

• If I send an email in Cloze, does it send through my Microsoft 365/Outlook? - Yes

• If I delete a contact in Cloze, does it delete in Outlook Contacts? - No

• If I delete a contact in Cloze, does it delete in in my iPhone or Android phone? - No

Automation in Close : 

1. Will anything be sent from Cloze automatically? - No .

Nothing is ever sent on your behalf unless you enable it. We'll notify you the first time you enable any automation, so you can approve it before it runs.

2. Other automation you can do in Cloze

• Lead follow-up 

• Birthday emails 

• Property check-ins  

• Task assignment on a new listing 

Lastly, if you have any further questions, feel free to reach out to our Cloze support at vip@cloze.com

They are available 7 days a week:

• Monday to Friday: 9:00 AM - 9:00 PM EST

• Saturday & Sunday: 9:00 AM - 6:00 PM EST