Overview
Summary
The useful answer before the supporting detail.
Cloze is an AI-powered relationship platform for real estate brokerages, designed to capture and analyze relationship data from email, calls, and other tools to help businesses increase productivity and profitability S1. It is used by individual agents, agent teams, and employees to manage leads, strengthen client connections, and drive more deals S10. The platform's practical value lies in automating contact management, providing actionable recommendations, and integrating with existing tools to reduce manual effort and improve lead conversion S1 S10.
Product identity and positioning
Name, category, positioning, audience, and first-party claims.
- Identity: Cloze is an AI-powered relationship platform for real estate brokerages S1.
- Core purpose: It solves the problem of relationship data being trapped across email, meetings, calls, and multiple apps, making it hard to remember important details S1.
- Intended users: Individual agents, agent teams, and employees within real estate brokerages S10.
- Product scope: A suite of AI-powered real estate solutions, including Cloze Leads, Cloze Marketing, and Forge, built on the Cloze Intelligence Engine S10 S1.
- Positioning: The vendor positions Cloze as the relationship platform real estate has been waiting for, emphasizing AI-powered solutions for brokerages S10 S1.
- Claimed distinction: Cloze claims deep native integrations and open architecture, allowing seamless access between tools and freedom to choose best-of-breed solutions S10.
Use cases and audiences
Who the product serves and the jobs it is designed to handle.
| Audience | Practical use case |
|---|---|
| Real estate agents | Capture referrals and maximize the value of their networks S10. |
| Agent teams | Collaborate across departments to increase mortgage and title capture rates and lead conversion S46. |
| Managers | Recruit new agents and drive higher profitability for the brokerage S10 S46. |
| Marketing teams | Use Ghostwriter AI to deliver top-tier service to every agent S10. |
| Brokerages | Build branded digital experiences and custom apps connected to brokerage data S10. |
Features
Features and capabilities
Core functions and evidence-backed product capabilities.
| Capability | What it does |
|---|---|
| Lead management | Cloze Leads streamlines lead management, provides lead-to-close visibility, and surfaces opportunities for ancillary services S10. |
| AI-powered marketing | Cloze Marketing uses generative AI prompts to create content-rich emails that drive response S10. |
| Custom app development | Forge provides a secure, enterprise-ready platform to create and deploy custom apps connected to brokerage data S10. |
| Relationship intelligence | The Cloze Intelligence Engine connects data from various tools into one complete picture, enabling action on opportunities S10. |
| Mobile-first app | A mobile-first app automates contact info updates, action item reminders, and AI-generated newsletters & campaigns S46. |
| Communication tracking | Cloze tracks Slack messages, email, meetings, phone calls, and notes, organizing them around contacts and deals S78. |
| Email automation | Features include open tracking, reply reminders, templates, and mail merge S65. |
Integrations and ecosystem
Connected products, exports, APIs, and workflow compatibility.
| Integration or interface | Type | What it enables |
|---|---|---|
| Slack | Integration | Tracks Slack messages and files about clients, and allows follow-up reminders from within Slack S65 S78. |
| MailChimp | Integration | Direct integration for email marketing campaigns S65. |
| Salesforce, Dynamics, Hubspot | Integration | Sidebar integrations to view and manage CRM data S65. |
| MLS and IDX feeds | Integration | Supports integration of MLS and IDX feeds for listings (additional restrictions and charges may apply) S65. |
| ChatGPT | AI interface | Integrates ChatGPT to create new and unique content S65. |
| iOS Call and Text Sync | Integration | Automatically logs phone calls and text messages via encrypted iPhone backup S90. |
| Open architecture | Extension framework | Allows swapping tools and maintaining robust interoperability S46. |
Pricing
Pricing and plans
Published plans, free access, trials, credits, and pricing limitations.
| Plan or offer | Verified price and billing | Included | Limits |
|---|---|---|---|
| Cloze Pro | $19.99 month-to-month; $17/month billed annually S65 | Unlimited contacts and emails S65 | Up to 10 custom segments, 25 custom fields, 100 templates S65 |
| Business Silver | $24.99 month-to-month; $21/month billed annually S65 | Unlimited contacts and emails; team-wide view, assignment and privacy controls S65 | Not established |
| Business Gold | $34.99 month-to-month; $29/month billed annually S65 | Unlimited contacts and emails; further team and campaign features S65 | Not established |
| Business Platinum | $49.99 month-to-month; $42/month billed annually S65 | Unlimited contacts and emails; enterprise controls and user archiving S65 | 5 free past-member archives S65 |
| Add-on: User Archiving | $500/mo minimum, add on to any plan S65 | Not established | Requires Business Platinum team subscription S65 |
| Free plan | After trial ends, downgraded to free plan S65 | Not established | Not established |
| Trial | 14-day free trial, no credit card required S65 | Not established | Not established |
Trust and proof
Customers, proof, and reviews
Published proof, customer signals, and review evidence.
Independent reviews
| Platform | Page | How it was found | Note |
|---|---|---|---|
| G2 | Compare Close and Cloze | Grounded web search | Close(1,717)4.7 out of 5Close By Close Try for free Optimized for quick response Cloze(33)3.7 out of 5Cloze By Cloze ... with other tools Custom fields limitations (only work at lead level) Far too many bugs which lead to duplicate and incorrect data |
| TrustRadius | Cloze Reviews & Ratings | Grounded web search | at $17 per month billed annually View Pricing Cloze is a contact automation and meeting log tool that pulls from apps to automatically create one view of every person and company - all their contact details, their complete history - every email back and |
| Inman Real Estate News | Cloze's MAIA Is Smart, Task-Driven And Enterprise-Ready: Tech Review | Grounded web search | Cloze is a business automation platform that excels in automating sales and marketing communications. It offers deep task management, intricately connects people, events and properties, and automates marketing campaigns and transaction workflows. It has integrations with powerful systems such as Courted and Canva and offers bespoke bridges to popular industry tools to create data-connected workspaces. ## What stands out ... Artificial intelligence was thing at Cloze before it was a thing anywher |
| Prospeo | Cloze Pricing, Reviews, Pros & Cons | Grounded web search | Cloze is a solid AI-forward CRM for solo real estate agents. The Pro plan at $17/mo billed annually is genuinely hard to beat for passive ... and eXp Realty selecting Cloze for its roughly 81,000 agents is meaningful validation |
| GetDex Blog | Cloze CRM Review: What It Does Well, Where It Falls Short | Grounded web search | , this saves time. When it gets it wrong, you lose data. We reviewed complaints across G2, TrustRadius, ... . The auto-merge issue appeared on all four platforms, spanning reviews from 2022 ... . This is not a bug that got fixed. It is a design decision. |
| subscribed.fyi | Cloze Reviews 2026: Details, Pricing, & Features / Subscribed.fyi | Grounded web search | ### No Reviews Yet! Be the first to share your experience and help others in the community. 5 4 3 2 Reviews from G2, Capterra, Trustpilot 3.7 (33) 3.7 (33 Reviews) G2 Review 4.2 (16) 4.2 (16 Reviews) Capterra Review |
| prospeo.io | Cloze vs Pipedrive (2026): Which CRM Fits Your Workflow? | Grounded web search | Cloze carries a 3.7/5 on G2 from 33 reviews and 4.4/5 on Capterra from 16 reviews. The praise centers on auto-capture and low data entry. But despite the 4.4 overall, Capterra's Likelihood to Recommend score is just 6.9/10 - users like the concept but struggle with execution. A G2 reviewer called it "hard-wired and realtor focused" with poor search. On Reddit, a team of five described it as "a |
| prospeo.io | Cloze vs HubSpot: Which CRM Is Right for You? (2026) | Grounded web search | / Platform / G2 / Capterra / TrustRadius / / --- / --- / --- / --- / / Cloze / 3.8/5 (38 reviews) / 4.4/5 (16 reviews) / 9.9/10 (5 ratings) / / HubSpot / 4.4/5 (13,496 reviews) / 4.5/5 (4,436 reviews) / 8.4/10 (1,701 ratings) / |
Customer proof
No named customers, testimonials, or customer case studies were found.
Independent mentions
- Cloze - AI-POWERED REAL ESTATE — ## A CRM your agents will love. Marketing that drives engagement. Lead management that converts. Cloze’s AI-powered tools help your brokerage close more deals, boost productivity, and enhance client relationships.
- Cloze — What users praise: - Quick setup without extensive training requirements - AI automation reducing manual data entry burden - Consolidated communications eliminating channel-switching - Mobile functionality described as "personal assistant" - Intelligent
External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.
Company, security, and trust
Ownership, policies, security signals, and public trust evidence.
| Signal | Finding | Source |
|---|---|---|
| Company and ownership | Dan and Alex founded Cloze in 2012 and have grown it to become one of the most beloved and highly adopted solutions in real estate. | source |
| Contact and support | Any Home email address or phone number is assumed to be private unless you explicitly share it. | source |
| Legal and privacy | Built-in support for Do Not Contact and the GDPR. | source |
| Security and compliance | Enterprise single sign-on support. | source |
| Uptime and status page | Not published on the collected pages. | — |
| Domain registered | 1999-02-24 | — |
| Domain expires | 2028-02-24 | — |
Not found on the collected pages: uptime and status page. This only means Scout did not find it on the pages it read; it says nothing about the company itself.
Documentation and product updates
Help resources, product guidance, and visible changes over time.
| Resource or update | Type | What is available | Date or freshness |
|---|---|---|---|
| Platform - Cloze | Roadmap | Public product roadmap. (source) | Not dated |
Not found in the collected public sources: changelog or release notes, status page, separate help center or knowledge base.
Technical
Technical and delivery signals
Delivery model, platforms, API, data ownership, reliability claims and release activity.
| Signal | Finding | Source |
|---|---|---|
| Delivery model (cloud, self-hosted, desktop, browser extension) | Cloud-based platform; mobile-first app S46. | S46 |
| Platforms and apps | Available on iOS and web; also a Mac/Windows sync app S65 S90. | S65 S90 |
| API and extensibility (API, SDK, webhooks, MCP, plugins) | Open architecture and native integrations; no public API documented S10. | S10 |
| Data ownership and export | Users can control who can export data; data is private to the user S65 S90. | S65 S90 |
| Performance and reliability claims | Not published on the collected pages. | — |
| Release activity | Product releases documented in 2022 and 2023 S74. | S74 |
Measured infrastructure
Domain, certificate, and hosting signals, measured directly.
| Signal | Finding |
|---|---|
| Domain registered | 1999-02-24 — eNom, LLC |
| Domain expires | 2028-02-24 |
| TLS certificate | Amazon, valid, expires 2026-12-05 |
| Security headers | none served |
| Headers not served | HSTS, CSP, X-Content-Type-Options, X-Frame-Options, Referrer-Policy |
| Server header | cloudflare |
| Mail handled by | aspmx.l.google.com, alt1.aspmx.l.google.com |
| Nameservers | ns-242.awsdns-30.com, ns-1006.awsdns-61.net |
Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s); rdap: exceeded the overall budget; wayback: exceeded the overall budget; tls: exceeded the overall budget; dns: exceeded the overall budget; headers: exceeded the overall budget. A gap here means the lookup was unavailable, not that the finding is negative.
Limits and method
Limitations and open questions
Known constraints and missing evidence from the collected pages.
The collected pages do not mention any competitors by name. Evidence gaps include lack of detailed pricing for add-ons, no public API documentation, and no independent review ratings collected. Open questions remain about the full scope of the free plan and the specifics of enterprise security certifications.
Sources, method, and limitations
Evidence inventory, collection method, provider use, and constraints.
This report is based on 13 of 14 collected pages from cloze.com, including the homepage, About Us, Platform, Pricing, and integration pages. Evidence was gathered via static and browser rendering rendering; external proof search was used but no verification requests were made. Limitations include partial rendering of some pages and the absence of third-party review sites.
- Official Websitehttps://ai.cloze.com/Verified
- Pricing Pagehttps://www.cloze.com/app/pricingVerified
- Official Websitehttps://ai.cloze.com/about-us/Verified
- Official Websitehttps://ai.cloze.com/platform/Verified
- Documentationhttps://www.cloze.com/app/buzzVerified
- Documentationhttps://www.cloze.com/app/connect/iosVerified
- Documentationhttps://www.cloze.com/app/connect/slackVerified
- Documentationhttps://www.cloze.com/app/legal/ca-privacy-noticeVerified
- Documentationhttps://www.cloze.com/app/legal/privacyVerified
- Documentationhttps://www.cloze.com/app/legal/subprocessorsVerified
- Documentationhttps://www.cloze.com/app/legal/termsVerified
- Documentationhttps://www.cloze.com/app/legal/vulnerability-reportingVerified
- Review Sitehttps://www.g2.com/compare/close-vs-clozeVerified
- Review Sitehttps://www.trustradius.com/products/cloze/reviewsVerified
- Review Sitehttps://www.inman.com/2025/10/02/clozes-maia-is-smart-task-driven-and-enterprise-ready-tech-review/Verified
- Review Sitehttps://prospeo.io/s/cloze-pricing-reviews-pros-and-consVerified
- Review Sitehttps://getdex.com/blog/cloze-crm-review/Verified
- Articlehttps://checkthat.ai/brands/clozeVerified
- Review Sitehttps://subscribed.fyi/cloze/reviews/Verified
- Review Sitehttps://prospeo.io/s/cloze-vs-pipedriveVerified
- Review Sitehttps://prospeo.io/s/cloze-vs-hubspotVerified