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Cloze Quick Start: Set It Up, Then Let It Work

Most agents spend more time managing their CRM than closing deals. Cloze flips that. Once connected to your email and phone, it automatically logs every call, text, and email — from your real number, not a proxy — so your database builds itself as you work.

What you'll learn in this webinar:
  • How to connect your email and phone in just a few clicks
  • How Cloze's Quick Organize gets your most important contacts prioritized fast
  • How the Agenda view tells you exactly who to call, text, or email each day
  • How AI monitors your relationships and prompts smarter follow-up
  • How to integrate with SkySlope, Dotloop, Canva, and your IDX website
  • How your data stays fully private — not visible to your brokerage, team lead, or even Cloze

Whether you're brand new or already a Cloze user, getting started takes less than 15 minutes — and everything syncs automatically from there.