Cloze Pricing Overview

CRM and AI Assistant — No Data Entry. The choice of individual agents.

Smart AI - Automatic reminders and discovery
Track email, meetings, calls - with no data entry
Email Open Tracking and Reply Reminders
Template Library
Automatically logs your calls on iPhone and Android
Agenda: one place to see all your meetings, reminders and follow-ups
Unified Contact Management
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CRM Built for Teams to Share. The choice of small teams.

Everything in Pro, plus:
One team-wide view of all communication for every contact and project.
Share templates and next steps that work across your team.
Assign responsibility for people and companies.
Create project teams to work together on projects.
Assign next steps on projects within the project teams.
Assign to-dos to team mates and track their progress.
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CRM and Automation Built for Growing Teams. The choice of teams ready to scale.

Everything in Silver, plus:
Team Analytics: Pipeline, forecast, engagement, leads
Automatic tracking of iOS and Android text messages
Smart Custom Fields (with anniversary and relationship tracking; e.g. for policy renewal).
Advanced Integrations like MailChimp
Track partners that are involved with multiple projects separate from customers.
Customize what team members are able to see and change.
Create and use up to 20 custom segments, 50 custom fields, 500 custom templates across your team as well as up to 10 personal segments per team member.
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More Than a CRM — It Keeps You Top-of-Mind. The choice of pros and top teams.

Everything in Gold, plus:
Maia: AI Virtual Assistant - Ask in plain English, and Maia follows through: Find, create, and update people and listings; capture notes and take action; draft emails, and so much more.
Voice Transcription: Dictate notes and actions; Maia captures and transcribes.
Campaign Automation: Automate multi-channel drip campaigns.
Marketing Mail: Create pixel-perfect emails with drag and drop
Generative AI: Automatically create, edit, and improve content
Lead Capture: Turns leads received by emails into contacts automatically.
Lead Routing: Assign leads automatically based on advanced routing strategies like Round Robin, Workload, Jump Ball, Lead Pond, Relationship, or custom rules.
Organize your team by territory, region, or role hierarchy.
Matching Engine: Matches projects/properties to customers
Smart Templates: Conditional content and smart fields
Selectively control visibility to fields and values.
User Archiving: Preserve business activity history when users leave your team or disconnect their accounts.
Enterprise Controls: Fine grained control and compliance
Create and use up to 100 custom segments, 250 custom fields, and 2500 custom templates across your team as well as up to 10 personal segments per team member.
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The AI Platform for the Connected Brokerage. The choice of leading brokerages and brands.

Everything in Platinum, plus:
Cloze Intelligence Engine: connects and analyzes data across every tool, agent, client, and core service
Brokerage-scale marketing: mass email at scale, Canva Enterprise integration, and set-and-forget content sent for your agents.
Forge: build and deploy branded, secure, and compliant AI-coded custom apps across the brokerage.
Custom brand experiences: CMA, Open House, and Forge-built Apps that engage consumers under your brand
Cloze Capture: detects mortgage and core-service opportunities in real time, with built-in intros to capture the attach revenue.
Open platform: REST, OData, and MCP APIs (run Cloze from AI assistants like Claude), plus hundreds of native integrations.
Bank-grade security & compliance: AES-256 encryption, enforced SSO/2FA, GDPR/CCPA/DPF certified, annual third-party testing.
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