Cloze review

Cloze is a CRM and growth platform built for real estate brokerages, not a general-purpose CRM with a real estate label. It brings relationship management, brokerage lead routing, marketing campaigns, and AI insights into one product. Agents can track contacts and deals across their networks, get reminders and suggested follow-ups, and create personalized outreach, including newsletters. Brokerage-level tools aim to help teams route leads, improve follow-up, and see opportunities in areas such as mortgage capture, agent recruitment, lead attribution, and routing.

Cloze also offers a mobile app for contact updates, reminders, and campaign creation. The product’s scope may suit a brokerage looking to consolidate several workflows, but the published information does not spell out which features are included at every plan level. That makes a plan-by-plan check important before treating the starting price as the cost of the full brokerage setup.

Cloze’s main appeal is its real estate focus. Instead of stopping at contact records, it connects relationship tracking with deal management, brokerage lead routing, follow-up, marketing, and brokerage-level insights. That gives agents and managers a shared reason to use the CRM: agents can keep up with client relationships, while the brokerage can work on lead conversion and team collaboration.

The feature mix is broad enough to cover common workflows without positioning Cloze as only a campaign tool or only a contact database. Automated reminders and suggested follow-ups support ongoing client work; campaign creation supports newsletters and personalized outreach; AI insights target operational questions such as lead attribution and mortgage capture. The mobile-first app is also aimed at agents who need to update contacts and handle follow-up away from a desk.

There is a free plan and a 14-day free trial, according to the published pricing information. Paid plans start at $17 per month with annual billing for Cloze Pro, or $19.99 month to month. Business plans start at $21 per user per month annually, making it possible to start with an individual account before pricing a team rollout.

The headline starting price is not a useful estimate for a brokerage unless you know how many users need access. Business Silver is $24.99 per user per month month to month, or $21 annually; Gold is $34.99 or $29; Platinum is $49.99 or $42. Annual rates are shown per month but require annual billing. A larger team can therefore cost substantially more than the individual Pro price suggests.

The listed caps also vary by tier. Silver includes up to 10 custom segments, 25 custom fields, and 100 custom templates. Gold raises team limits to 20 segments, 50 fields, and 500 templates; Platinum lists 100 segments, 250 fields, and 2,500 templates. Gold and Platinum also cap personal segments at 10 per team member. Check whether those limits fit your team before switching.

Add-ons can raise the bill: Concierge Service is $20 per user monthly, with a $500 monthly minimum. MLS/IDX feed integration may cost extra, but the amount is not published. The free plan’s limits are also not specified on the vendor's site.

Cloze lists four paid tiers. Pro is $19.99 per month, or $17 per month with annual billing, for individuals. Business Silver is $24.99 per user/month, or $21 annually. Gold is $34.99 per user/month, or $29 annually; Platinum is $49.99 per user/month, or $42 annually. The jump from Silver to Gold is $10 per user monthly, while Platinum adds another $15. Higher tiers raise team limits for custom segments, fields and templates: Gold includes up to 500 team templates, versus 2,500 on Platinum.

Cloze marks a free plan as available and lists a 14-day trial, but the free plan’s features and limits are not published on the vendor's site. Concierge is an add-on at $20 per user/month, with a $500 monthly minimum. Extra past team-member archives cost $5 each monthly or $50 annually; five are included with a Business Platinum team subscription. MLS/IDX integration may cost extra, but the amount is not published. Check the per-user total and add-ons before comparing tiers.

The published materials don’t specify Cloze’s import process, data-export formats, or migration assistance, so we can’t put a reliable time or effort estimate on a move. Before switching, ask Cloze how it handles existing contacts, deal records, custom fields, templates, and campaign data, and confirm what you can export if you leave. That matters for a CRM built around brokerage relationships, lead routing, and outreach: moving contacts alone may not preserve the workflows your team relies on.

The materials also don’t document cancellation terms or whether data remains available after cancellation. Get those details in writing, especially if you’re evaluating the per-user Business plans or Concierge add-on. No Reddit posts or comments were included in the published material, so we can’t responsibly claim that users report particular reasons for leaving Cloze. For now, treat migration and exit terms as questions to resolve with the vendor—not as established strengths or weaknesses.