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Cloze Review

CRM SOFTWARE

Cloze overall score 6.8/10 from equal-weight CRM criteria. Pro $17, Silver $21, Gold $29, Platinum $42 per user/mo billed annually. 14-day trial.

Last updated 2026-08-16Independent editorial review
  • Starting price

    $17.00/user/month

  • Free plan

    No

  • Free trial

    14 days

  • Best for

    Real-estate professionals needing relationship CRM

SoftwareGlimpse review

6.8/10

Average

  • Ease of use8
  • Pipeline management7
  • Sales automation6
  • Email capabilities8
  • Reporting6
  • Customization6
How we score →

How Cloze fits different sales scenarios

Use cases pair SoftwareGlimpse fit analysis with official workflow demos when ResearchMedia is linked — not brand promo videos from Overview.

  • 1Use case

    Pipeline management

    Track deals through stages, keep ownership clear, and see where opportunities stall.

    • Track deals through stages, keep ownership clear, and see where opportunities stall.
    • Real-estate professionals needing relationship CRM
    • Cloze is positioned around Automatic relationship management CRM that keeps people, deals, and follow-ups organized — strong for real estate professionals. That focus is useful when buyers want a clear primary job rather than an everything-platform.

    SoftwareGlimpse fit analysis

    Advance deals visually across customizable stages.

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    Cloze pipeline teaching visual
    SoftwareGlimpse teaching placeholder for Cloze pipeline concepts.
  • 2Use case

    Lead management

    Capture, qualify, and route leads before they become pipeline deals.

    • Capture, qualify, and route leads before they become pipeline deals.
    • Advisors managing follow-ups and people timelines
    • Clear Pro–Platinum annual ladder

    SoftwareGlimpse fit analysis

    Capture inbound or outbound leads into the CRM.

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  • 3Use case

    Contact management

    Keep people, companies, and interaction history in one searchable system.

    • Keep people, companies, and interaction history in one searchable system.
    • Solo/small teams wanting automatic relationship capture
    • 14-day trial

    SoftwareGlimpse fit analysis

    Organize contacts and decide which leads become deals.

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  • 4Use case

    Reporting

    Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.

    • Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.
    • Strong relationship/real-estate positioning

    SoftwareGlimpse fit analysis

    Review pipeline health and outcomes in reporting views.

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  • 5Use case

    Account management

    Own post-sale accounts with stakeholders, renewals, and expansion opportunities in one place.

    • Own post-sale accounts with stakeholders, renewals, and expansion opportunities in one place.
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  • 6Use case

    Field sales

    Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.

    • Keep territory visits, notes, and follow-ups visible when sellers work away from the desk.
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  • 7Use case

    Customer follow-up

    Never drop promised next steps — tasks, reminders, and history attached to the right record.

    • Never drop promised next steps — tasks, reminders, and history attached to the right record.
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Use case information is based on product evidence and common customer workflows. Official demos illustrate vendor workflows; they are not SoftwareGlimpse testing claims.