About Cloze Real Estate CRM
What is Cloze Real Estate CRM?
Cloze Real Estate CRM is an AI-powered platform designed specifically for real estate professionals. It automates data entry by capturing information from emails, calls, meetings, and messages, reducing manual tasks. The system provides intelligent prompts for follow-ups, anniversary reminders, and re-engagement opportunities, helping agents maintain and strengthen client relationships. With features like the Cloze Agenda, agents can prioritize tasks and manage their day effectively. The platform also offers email templates, snippets, and analytics to streamline communication and monitor performance.
How to use Cloze Real Estate CRM?
To get started with Cloze Real Estate CRM:
- Visit https://ai.cloze.com/platform/real-estate-crm/ and sign up for a 14-day free trial.
- Connect your email, calendar, and communication tools to allow Cloze to automatically capture interactions.
- Utilize the Cloze Agenda to manage daily tasks and follow-ups.
- Create and customize email templates and snippets for efficient communication.
- Monitor client engagement and team performance through the analytics dashboard.
What Are the Key Features of Cloze Real Estate CRM?
How Are Businesses Actually Using Cloze Real Estate CRM?
- •Automating data entry from emails, calls, and meetings to maintain up-to-date client records.
- •Managing and prioritizing daily tasks and follow-ups using the Cloze Agenda.
- •Creating and utilizing email templates and snippets to streamline client communication.
- •Matching clients with suitable properties through the lead matching engine.
- •Collaborating with team members by sharing templates and assigning tasks.
Cloze Real Estate CRM Integrations
