Where top-producers and their organizations learn to transform their spheres of influence into a goldmine of opportunities
Check here for what's new to Cloze CRM. We regularly post on major feature updates, mobile app updates, artificial intelligence features, integrations, and more.
You can also visit the Cloze Help Center for regular updates and join our beta program to try what is coming soon.
We are excited to share our July 2021 update (version 2021.7). Our mission has always been to reduce the amount of time, effort, and manual work related to relationship management. This update goes …
Continue Reading about Introducing Campaigns, Lead Routing, and more (Cloze 2021.7) →
With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze …
We're excited to introduce you to Cloze Campaigns. We designed Campaigns to automate your follow-up and other activities, but keep them authentic. The webinar replay below highlights many of the new …
We are excited to share that our February 2021 release is now live and includes updates to our mobile apps on iOS and Android: These new features are available immediately …
In Part of 1 of our Building Your Business Plan series, we outlined the initial steps an agent can take in 2021 to prepare for a successful year. This included reviewing how an agent can get and stay …
Continue Reading about Building Your Business Plan: Develop a Marketing Strategy →
We've all been stuck in a seemingly endless loop trying to find a time that works for a meeting. This is where Calendly comes in. Calendly saves you the time of going back and forth. You simply share …
