Cloze

Cloze Smart CRM and AI Assistant in One. Cloze is the no-work way to manage everything about your business It's all organized for you - without any busy work.

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages. With

everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.

05/27/2026

Curious about Cloze?

We asked some of our clients to share their 2 cents...because their success, is what matters to us most.

Take a peek 👇

05/26/2026

We can't wait to see you next week at 1000WATT Signal! We've got a full crew headed to Denver, with CEO and co-founder Dan Foody on stage, and you'll see Jose Perez, Kevin McGuire, and Stacey Soleil ☼ ramping up the excitement on the ground.

The last few months have brought a ton of exciting updates to Cloze's marketing capabilities - we cannot wait to show you in person!

05/26/2026

We can't wait to see you next week at 1000WATT Signal! We've got a full crew headed to Denver, with CEO and co-founder Dan Foody on stage, and you'll see Jose Perez , Kevin McGuire, and Stacey Soleil ☼ ramping up the excitement.

The last few months have brought a ton of exciting updates to Cloze's marketing capabilities - we cannot wait to show you in person!

05/21/2026

Love hearing about our clients successes!

05/20/2026

When the client is ready and the moment is right, the last thing an agent needs is paperwork slowing them down.

That's why Cloze and SkySlope expanded their integration. Agents can now create and send buyer agreements, listing agreements, and purchase offers directly from inside Cloze. Client names, contact details, addresses, MLS numbers — already filled in. No switching systems. No retyping.

They can even ask Maia, Cloze's AI assistant, to start the paperwork hands-free. In the car, walking out of a listing, wherever the moment happens.

"We want our agents to be able to focus on the client in front of them, rather than think about what system they're in," said Ryan Raveis, co-president of William Raveis.

Keep the tools your agents already use and trust. Make them work together. That's what a connected brokerage looks like.

For more details check out:
Blog Post: https://ai.cloze.com/resource-center/cloze-skyslope-forms/
Press Release: https://ai.cloze.com/resource-center/cloze-and-skyslope-expand-integration-to-automate-real-estate-transaction-paperwork/

05/20/2026

Brokerage leaders don’t need another platform demo.
They need to know three things...

✔️ Will agents actually adopt it?
✔️ Will it reduce operational friction?
✔️ Will it support the way experienced agents already work?

That’s why this conversation with of Fletcher Bright is so compelling.

He shares how their team approached technology adoption across agents with very different comfort levels, why Cloze stood out from other systems they had implemented over the years, and what changed once the technology started working more naturally in the background instead of demanding constant input.

There’s also a great perspective in here around AI, synchronization, and why “frictionless” became the word that defined the experience for their brokerage.

If you’re evaluating what actually drives long-term adoption inside a brokerage, this interview is worth your time.

We brought six brokerage leaders into a room in April. No sales pitch. No product demo. Just an honest conversation (mod...
05/14/2026

We brought six brokerage leaders into a room in April. No sales pitch. No product demo. Just an honest conversation (moderated by the incomparable Michael Phelan) about what's actually happening inside their businesses.

The most striking part? How quickly they realized they were all dealing with the same problems.

Agent retirement. How to protect client relationships when agents leave. The gap between what brokerages train agents to do and what actually gets done.

We wrote up what we heard (keeping everyone anonymous). If you're running a brokerage and these challenges sound familiar, it's worth a read.

Next session is in July. Interested in joining? Reach out.
https://ai.cloze.com/resource-center/client-continuity-at-brokerages/

05/13/2026

Most agents know they should follow up more consistently.
The challenge is figuring out how to do it in a way that still feels personal.

That’s why this conversation with Seth Catron of F.C. Tucker Company caught our attention.

He shares how he’s using Cloze to stay connected with different types of clients in different ways, while still keeping communication natural and relationship-driven.

There’s also a section in this interview where he breaks down how his team approaches expired listings, including a strategy that helped them stand out in a crowded space.

Definitely worth a watch if you’re thinking about how communication, timing, and consistency all work together in real estate.

05/06/2026

Most brokerages don’t have a technology problem.
They have an adoption problem.
Because agents won’t consistently use a system that feels like extra work.
That’s why this conversation with Adam Catron of F.C. Tucker Company is worth paying attention to.
He shares what changed when technology stopped feeling like a database and started helping him strengthen relationships, stay organized, and follow up more consistently without adding friction to his day.
It’s an important perspective for any brokerage thinking about long-term adoption, retention, and agent experience.

Watch the full video below. ⬇️

04/30/2026

What does it actually take to switch platforms across thousands of agents…without losing momentum?

Most leaders never get a real answer to that.

That’s why this conversation with Baird & Warner 's Dean Rouso is so incredibly helpful.

He walks through how they evaluated their options, what they prioritized, and how they approached the transition in a way that worked for their brokerage.

It’s the kind of behind-the-scenes perspective you don’t typically get access to.

If you’ve ever wondered what other brokerages experience when making a tech change, this is a video you’ll definitely want to watch.

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