Cloze
Cloze is a privately held SaaS company that provides an AI-powered CRM and relationship intelligence platform purpose-built for the residential real estate industry, serving individual agents and major U.S. brokerages through tiered per-seat subscriptions and enterprise deployments.
- Company typePrivate
- Founded2012
- HeadquartersSomerville, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Cloze does
Cloze, Inc. is a privately held U.S. software company founded in 2012 and headquartered in Wellesley, Massachusetts, that sells an AI-powered customer relationship management (CRM) platform purpose-built for the residential real estate industry. The platform is organized around the Cloze Intelligence Engine, which automatically captures and unifies communications across email, calendar, calls, texts, meetings, notes, and files into a single contact and deal timeline without requiring manual data entry, and overlays that data with predictive, natural language, and generative AI features such as follow-up recommendations, re-engagement alerts, AI-generated listing descriptions, drip campaigns, and brokerage-wide analytics.
The product portfolio spans Cloze CRM, Cloze Leads, Cloze Marketing, Cloze AI Insights, the Cloze Intelligence Engine, Cloze Forge (a low-code platform for building custom brokerage tools), and native iOS and Android apps. Cloze monetizes through tiered per-seat SaaS subscriptions—ClozePro at $17/user/month, Business Silver at $21, Business Gold at $29, and Business Platinum at $42—with annual billing discounts, an optional Concierge Professional Services add-on at $20/user/month (with a $500/month minimum), and a free tier. Go-to-market combines a product-led self-serve motion (free trial, app store distribution) with enterprise field sales targeting large real estate franchises.
Cloze serves both individual agents and major U.S. residential brokerages including William Raveis Real Estate, Compass, Corcoran, Coldwell Banker, Brown Harris Stevens, Berkshire Hathaway HomeServices, Baird & Warner, eXp Realty, Windermere, and Sotheby's International Realty, with disclosed activity in Canada and the Netherlands. The company has been bootstrapped on a single 2012 seed round of $1.2M from Greylock, Kepha Partners, and NextView Ventures, operates with 11–50 employees, and integrates with 40+ third-party tools spanning Microsoft 365, Google Workspace, MLS/IDX feeds, DocuSign, Slack, Mailchimp, and Zillow.
Cloze firmographics
Firmographics- Name
- Cloze
- Legal name
- Cloze, Inc.
- Website
- https://cloze.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cloze is a privately held SaaS company that provides an AI-powered CRM and relationship intelligence platform purpose-built for the residential real estate industry, serving individual agents and major U.S. brokerages through tiered per-seat subscriptions and enterprise deployments.
- Ownership category
- akta.pro rank
Cloze industry classification
Industry- Product category
- Real Estate CRM Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Automation & Campaign Management CRM (HDAEAFAB)
- akta.pro secondary industries
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ), CRM Strategy, Implementation & Managed Services (MPAAAIAD)
Keywords
Where Cloze is headquartered
LocationHeadquarters
- HQ city
- Somerville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Cloze business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription (Individual & Team Plans): Cloze generates revenue primarily through tiered SaaS subscription plans ranging from $17/user/month (Pro, individual) to $42/user/month (Business Platinum, team). Annual billing provides a discount vs. month-to-month. The platform also offers a free tier with basic contact management and email inbox features. Revenue is recurring and scales with team seat count and tier.
- Concierge Professional Services: Add-on service priced at $20/user/month with a $500/month minimum, bundled onto any plan. Includes priority email support, tailored team training, a dedicated Customer Success Manager, data import assistance, campaign design assistance, integration assistance, personalized configuration, proactive account review, and 2 team training sessions per month.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | ClozePro for individuals at $17/mo (annual) or $19.99/mo (month-to-month) |
| Per seat | Annual | Business Silver for small businesses at $21/user/mo (annual) or $24.99/mo (month-to-month) |
| Per seat | Annual | Business Gold for growing businesses at $29/user/mo (annual) or $34.99/mo (month-to-month) |
| Per seat | Annual | Business Platinum (most popular) at $42/user/mo (annual) or $49.99/mo (month-to-month) |
| Other | Monthly | Concierge Service add-on at $20/user/mo with $500/mo minimum |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
Cloze product offering
Product offeringCore offering
Cloze provides an AI-powered CRM and relationship intelligence platform built specifically for real estate brokerages and agents. The platform automatically captures communications (email, calls, texts, meetings, notes, files) and organizes them into a unified contact and deal timeline without manual data entry, while using AI to surface follow-up reminders, lead routing, mortgage capture optimization, and generative content (listing descriptions, newsletters, drip campaigns). Pricing is tiered SaaS subscription from $17/month for individual agents up to $42/user/month for enterprise teams, with an optional Concierge add-on.
Product overview
Cloze is an AI-powered real estate CRM platform offering a suite of integrated products. The core offering consists of Cloze CRM, Cloze Leads, Cloze Marketing, and Cloze AI Insights, all powered by the Cloze Intelligence Engine. Cloze Forge extends the platform with a custom development capability for building branded tools. Cloze Apps provides mobile access. The products share a unified data layer—contacts, deals, and communication activity flow across all modules—and the Cloze Intelligence Engine provides AI capabilities (predictive analytics, NLP, generative AI, recommendations) that enhance every product in the portfolio. Pricing is tiered from individual (ClozePro at $17/mo) to team plans (Business Silver $21/user/mo, Business Gold $29/user/mo, Business Platinum $42/user/mo) plus optional Concierge Service.
Differentiator
Problem solved
Functional benefit
Brands
- Cloze Forge: Platform that lets real estate firms 'vibe code' custom tools and build branded apps
- Raveis365+
- Cloze CRM
- Cloze Leads
- Cloze Marketing
- Cloze AI Insights
Products and services
- Cloze CRM
- Cloze Leads Lead management solution that improves marketing ROI and increases close rates from brokerage-driven leads; includes automatic lead capture from over 15 sources, follow-up planning, and lead routing.
- Cloze Marketing Marketing automation platform combining one-to-many marketing blasts with personalized outreach; includes AI-generated newsletters, campaign automation, drip campaigns, and drag-and-drop email design.
- Cloze AI Insights AI-powered analytics dashboard that identifies opportunities to improve mortgage capture, agent recruitment, lead attribution, and lead routing; provides team leaderboard, pipeline engagement metrics, forecast analytics, and lead analytics.
- Cloze Intelligence Engine AI foundation powering all Cloze products; provides relationship intelligence that analyzes communication patterns across email, calls, texts, calendar, and files to surface actionable insights, predict opportunities, and automate follow-ups.
- Cloze Forge No-code/low-code platform that lets real estate firms build custom branded apps and tools on top of Cloze's platform using AI-assisted development.
- Cloze Mobile Apps (iOS and Android) Mobile-first applications for iOS and Android that provide full CRM functionality on the go, automatically syncing calls, texts, and emails with AI-powered agenda and reminders.
- Concierge Professional Services Add-on service at $20/user/month with a $500/month minimum, bundled onto any plan; includes priority email support, tailored team training, a dedicated Customer Success Manager, data import assistance, campaign design assistance, integration assistance, and proactive account review.
Quantifiable outcome
- 36% sales boost attributed to Cloze's AI
- +5 more outcomes
Companies that use Cloze
Customer profileNamed customers15 records
Segments3 records
Ideal customer profiles2 records
Cloze technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration45 records
AI capability8 records
Feature8 records
Cloze partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered flagship and core.
- William Raveis Real EstateflagshipWilliam Raveis Real Estate partnered with Cloze to launch Raveis365+, an AI-powered technology platform deployed to 4,500+ agents along the East Coast. The platform integrates Cloze's relationship intelligence layer with William Raveis's existing Microsoft-based tech stack. Nearly one-third of agents adopted the platform within days of launch. The partnership reflects the broader trend of large brokerages adding AI functionality through specialized partners.
- FBS (Flexmls)coreFBS, operator of the Flexmls platform serving 330,000+ real estate professionals, is highlighted as part of the MLS technology ecosystem that Cloze participates in. The Flexmls AI connection server and Cloze's integration capabilities are presented as complementary MLS technology tools.
- CourtedcoreIntegration between Cloze CRM and Courted announced October 29, 2025, to create an AI-powered talent management ecosystem for real estate brokerages. The collaboration combines Courted's agent analytics with Cloze's relationship management to enhance recruitment and retention strategies for brokerages, enabling data-driven decision-making.
- Microsoft 365coreCloze integrates with Microsoft 365 as a core part of its open architecture strategy. William Raveis specifically integrated Cloze with its Microsoft-based tech stack. The integration enables calendar, email, contacts, and tasks synchronization.
- Google WorkspacecoreCloze integrates with Google Workspace (Gmail, Google Calendar, Google Contacts, Google Drive, Google Tasks) as part of its open architecture. Users can sign in with Google and sync all Google Workspace data into Cloze's relationship intelligence platform.
- SlackcoreCloze integrates with Slack to track Slack messages about clients and customers, bringing messaging communications into the unified contact timeline alongside email, calls, and meetings.
- DocuSigncoreCloze integrates with DocuSign for electronic signature capabilities, supporting deal closing workflows within the CRM platform.
- Lone Wolf AuthentisigncoreCloze integrates with Lone Wolf Authentisign for electronic signature and transaction management, supporting real estate-specific document workflows.
- MailChimpcoreCloze integrates with MailChimp for email marketing campaigns, enabling contact synchronization and campaign tracking within the CRM.
- SkySlopecoreCloze integrates with SkySlope for transaction management and compliance, supporting real estate transaction workflows from listing to closing.
- DotloopcoreCloze integrates with Dotloop for transaction management and document handling, supporting real estate deal closing processes.
Scale indicators10 records
Recent moves5 records
Expansion highlights6 records
Cloze competitors and assessment
Company assessmentDirect peers
- Follow Up Boss: Leading real estate CRM and lead management platform serving brokerages and teams. Closely comparable to Cloze on target customer, sales-led motion, and focus on agent productivity — directly competing for the same enterprise brokerage RFPs.
- kvCORE (Inside Real Estate): End-to-end real estate platform combining CRM, lead generation, marketing automation, and IDX. Targets the same large brokerage segment as Cloze with comparable per-seat and platform pricing, often evaluated head-to-head in enterprise deals.
- BoomTown: Real estate lead generation and CRM platform with strong brokerage adoption. Comparable product surface (CRM + marketing automation + lead routing) and similar vertical specialization for real estate teams and brokerages.
- CINC (Commissions Inc): Real estate CRM and IDX website platform focused on lead capture, nurturing, and conversion. Overlaps with Cloze on brokerage targeting, marketing automation, and lead routing functionality.
- LionDesk: Real estate CRM focused on individual agents and small teams with email, text, and video drip campaigns. Closely comparable to Cloze at the SMB/individual segment of the market with similar product-led growth motions.
- BoldTrail (formerly Lone Wolf's WOLFconnect / Real Geeks family): Real estate CRM and transaction management platform serving teams and brokerages. Comparable on CRM, lead routing, and team analytics — competing especially for SMB and mid-market real estate customers.
- Top Producer: Long-standing real estate CRM and marketing platform serving individual agents and teams. Comparable on customer segment (individual real estate professionals) and on CRM + marketing automation product surface.
Broad incumbents
- Salesforce: Enterprise CRM incumbent with a dedicated Real Estate Cloud offering and AppExchange partner ecosystem. Competes indirectly with Cloze at larger brokerages already standardized on Salesforce, often displacing niche CRM needs with broader platform investment.
- HubSpot: Horizontal CRM and marketing automation platform with growing real estate vertical adoption. Cloze even offers a HubSpot sidebar integration; competes on ease of use, freemium onboarding, and inbound marketing for SMB real estate teams.
Emerging players
- Realvolve: Workflow-automation-focused CRM for real estate agents and small brokerages. Comparable on automation, contact management, and team workflow use cases, with a narrower product surface than Cloze.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Cloze social profiles
Digital presenceCloze compliance and trust
Trust signalCompliance3 records
Cloze financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cloze leadership team
Management profileNumber of profiles
Profiles3 records
Cloze funding detail
Funding detailFunding overview
Funding rounds1 record
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cloze M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cloze
What does Cloze do?
Cloze provides an AI-powered CRM and relationship intelligence platform built specifically for real estate brokerages and agents. The platform automatically captures communications (email, calls, texts, meetings, notes, files) and organizes them into a unified contact and deal timeline without manual data entry, while using AI to surface follow-up reminders, lead routing, mortgage capture optimization, and generative content (listing descriptions, newsletters, drip campaigns). Pricing is tiered SaaS subscription from $17/month for individual agents up to $42/user/month for enterprise teams, with an optional Concierge add-on.
Is Cloze a public or private company?
Cloze is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cloze founded?
Cloze was founded in 2012. It employs 11 to 50 people.
Where is Cloze based?
Cloze is headquartered in Somerville, United States, in the North America region.
How does Cloze make money?
Two revenue lines are on record. SaaS Subscription (Individual & Team Plans) is the primary driver. The others are concierge Professional Services.
Who are Cloze's main competitors?
Direct peers on record are Follow Up Boss, kvCORE (Inside Real Estate), BoomTown, CINC (Commissions Inc), LionDesk, BoldTrail (formerly Lone Wolf's WOLFconnect / Real Geeks family) and Top Producer. Broad incumbents are Salesforce and HubSpot. Realvolve is listed as an emerging player.
Does Cloze have an API?
Yes. Cloze offers a published API with OAuth 2.0 authentication. Per Terms of Service: 'publish, distribute, make available to third parties, or otherwise commercialize any integration with the Service's published APIs that employs an authentication mechanism other than Open Authorization 2.0 (OAuth 2.0), except for internal use by you or your employees, or unless expressly permitted by Cloze.' API access is subject to terms and conditions. A developer portal is available at developer.cloze.com. Developer documentation is at developer.cloze.com.
What industry is Cloze in?
Cloze's product category is Real Estate CRM Software. Its primary akta.pro industry code is HDAEAFAB, Marketing Automation & Campaign Management CRM, with a secondary code of HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support). Its NAICS code is 513210 and its SIC code is 7372.