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.

If you're at eXp Realty this week, we hope you're planning to swing by booth 33 to say hi to our fabulous team! You'l...
10/08/2026

If you're at eXp Realty this week, we hope you're planning to swing by booth 33 to say hi to our fabulous team! You'll have a chance to check out a demo, ask any questions, and decide if Cloze is your .

Our team is happy to help and if you swing by, you might also hear about a special offer that's available only to eXp agents that sign up during the conference (shhhhh....).

We spy Nicole Solano, Stacey Soleil, and Jamie Mendelsohn hard at work talking to eXpcon attendees in these photos - and a couple of eXp Realty Luxury folks who have just selected Cloze as their CRM of Choice!

10/08/2026

Day #1 of did not disappoint! Thx to everyone who stopped by the booth ( #33) to hear about WHY Cloze should be your + stop by to get one of our carabiner water bottles!

We can’t WAIT to see you all tomorrow!

Customer Experience - Success - Onboarding - Implementation - CommunityAll women-led. All in one booth.Cloze is heading ...
10/06/2026

Customer Experience - Success - Onboarding - Implementation - Community
All women-led. All in one booth.
Cloze is heading to eXp Realty eXpCON Oct 7-9

Keep a look out for:

Stacey Soleil ☼ , Head of Community. The one who will stop you in the aisle to ask what's working in your business & will likely try to book an interview with you & spotlight you on social media. 🎬🌟

Jamie Mendelsohn, VP of Customer Experience & Success. She's a key reason why so many brokerages that choose Cloze experience the broadest agent adoption -- and bottom-line results -- they've ever seen. Jamie's built the success and support team that answers every Cloze question. 👏📊

Nicole Solano, Bilingual in both Spanish & English, she's the Senior Manager of Onboarding & Implementation. She's the reason agents go from "Where do I start?" to "How did I ever work without this?" 💻📲

Three different seats at the table. One shared obsession: making sure eXp Realty agents are supported & empowered with Cloze.

We're coming to listen, help, and finally meet the agents behind the list of names we see in our database.

COME VISIT US...
Expo Hall, Booth #33, near Growth Village
Bring your questions. Bring your ideas. We love ALL that stuff. 🌱





09/30/2026

Debbie Weller has been with eXp Realty since 2018. She told us the thing that won her over wasn't a big feature. It was a phone number.
Actually, the lack of one.

"Everything else, you have to have a smart number. That gets so confusing to customers, 'cause it's confusing to me."
Think about it from her clients' side. One number for texts. Another for the hashtag . Maybe another for the team line. Who do they call back? Which one is really her?

Debbie didn't want to give anyone a new number to remember. She wanted to keep showing up as herself.
She's also not an all-Apple person. iPhone in her hand, PC on her desk, Google and Chrome for everything else. Most tools make you pick a side. She wasn't going to.

So when Cloze pulled in her Gmail and Google contacts on its own, and started tracking her texts and emails from the phone she already carries, it clicked.
"I have found no other solution that you can use your phone and your email, that ties in your texts and tracks all that stuff. I love that piece of it!"

Two years in, that's still why she's here.
Your clients know your number. Your tools should work with it, not around it.

Thank you, Debbie, for sharing your hashtag story. 📍
hashtag hashtag hashtag hashtag hashtag

09/23/2026

Andrew Schweihs said something on a call with our team this week that says a lot about how the best agents think.

He'd just come off a Fast Forward mastermind with 250 agents. Someone used the phrase "past client" and got called out right away.

"There's no such thing as a past client. You have forever clients."

Nobody is ever really "past." People get married. Kids leave for college. Investors spot their next opportunity. Life keeps moving, and your clients move with it.

What stood out is that Andrew builds his whole business around that idea.

He and his partner Xavier Stephen Cole built The North Shore and More Team up in Marblehead. They built it well enough to get tapped to help launch eXp Realty in .

Zillow has been great to him, and he says so. But here's his plan:
👉 Zillow leads stay in Follow Up Boss. He plays by the rules.
🌱 His sphere, his relationships, and seven years of people live in his own system.

"I want to be in my system. I may not be anywhere forever. You just never know."

That's not a knock on anyone. It's just good business thinking. Know where your business actually grows, and protect it.

He found Cloze through eXp's . The iOS integration was what sold him: calls, texts, and emails all tracked from his phone, with nothing extra to juggle. The team features came built in instead of as a $400/month add-on like other companies charged.

Three or four months in, his review was simple:
"The tool works for how we operate."

That's the whole goal.
✅ Not the most features.
✅ The right ones.

Thank you, Andrew, for your candor and your feedback. Here's to the forever clients, and the agents who never stop showing up for them.

Some people have to see it to believe it.Thomas McCormack is one of them.Day one with Cloze. A suggestion pops up. Reach...
09/16/2026

Some people have to see it to believe it.

Thomas McCormack is one of them.

Day one with Cloze. A suggestion pops up. Reach out to this person.

He thought, why not. Made the call.

The client picked up and said he was literally just thinking about selling.

Tom has been a believer ever since.

He will also tell you that calling Cloze a CRM is doing it a disservice. Because what it actually does goes deeper than contact management. It watches how often you communicate with someone. It scores that relationship. It tells you when something is slipping before you even notice.

He connected his phone. His Gmail. Watched 95% of his data entry disappear on day one.

His people were already in his phone. Cloze just made sure he never forgot what to do with them.

Tom built Resources Real Estate on a simple belief. The relationships you already have are the most valuable ones you own.

Cloze was built on the same one.

Today, Nan and Company Properties announced NANONE, their new AI-powered platform built to manage client relationships, ...
09/15/2026

Today, Nan and Company Properties announced NANONE, their new AI-powered platform built to manage client relationships, organize agents' business and identify opportunities for follow-up and growth...and it's powered by Cloze!

So excited to welcome Nan agents into the Cloze family!

Read the full release here: https://ai.cloze.com/resource-center/nan-co-launches-nanone-powered-by-cloze/

09/10/2026

Scott Baumgartner is an eXp Realty agent in Cape Coral, Florida.
He is not a creative. He will tell you that himself.
He is analytical.
He is a Google guy.
He is Android and Windows all the way and has exactly zero plans to change that...Which is exactly why Cloze works for him.

✅ Every text he sends is already logged before he thinks to write a note.
✅ His Gmail contacts sync automatically.
✅ The Cloze Chrome sidebar pulls up everything he needs on a client without ever leaving his inbox.
🚫 No extra steps. No switching platforms. No fighting the system.

Whether you are left brain or right brain, Android or Apple, it is reassuring to know that Cloze works the way your brain works and is always keeping you ten steps ahead of your competition.

09/02/2026

One of the most common objections eXp Realty agents have when selecting their , is that Cloze doesn't include a website.

Cassie Parfitt has a different perspective.
She used to build her own WordPress website.

Check it out 👇
https://cassieparfitt.com/

Her brand. Her traffic. Her leads...All flowing directly into Cloze.
✅ She used instead of paying for an MLS feed herself.
✅ She used to write her campaign emails. Then loaded them straight into Cloze.
✅ She used Claude to set up her , her , her contact forms, even her leads coming in from Movoto.
✅ She used AI to figure out what to say when calling leads from Remine or Realtors Property Resource (RPR)
✅ She used Cloze to make sure it got said at exactly the right time to exactly the right person.

While other agents are paying for generated by a that doesn't belong to them, Cassie owns her entire from the first click to the closed contract.

This is what happens when your CRM is built to let your favorite tools do the heavy lifting.

This interview is a for any agent who thinks Cloze isn't for them because of a website.

🎬 👀 Watch it before you make that decision.

Thrilled to be back at The Realty Alliance this week connecting (and reconnecting!) with some of the industry's most ins...
09/02/2026

Thrilled to be back at The Realty Alliance this week connecting (and reconnecting!) with some of the industry's most inspiring marketing and technology leaders.

Jose Perez had the opportunity to talked about why a "best-in-one" approach to technology leads not only to happier agents and higher tech adoption, but also more revenue opportunities for the business.

Looking forward to the final day tomorrow!

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