Upcoming Webinars

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TitleDateStart TimeDurationRegister
Why use a CRM? Getting Started with Cloze for Real Estate Join us for this Real Estate industry-focused introduction to Cloze.

This 60 minute introductory class is a great place to start if you are new to Cloze.

* Why use a CRM?
* How Cloze can help grow your business
* Tips for getting started

What you’ll learn in Cloze:
* Connecting accounts
* Installing the mobile apps
* The basics of organizing contacts
* How to start using the Cloze Agenda
Sep 28, 20202:00pm EDT1 hour
Register
Cloze: 6 Simple Steps to Setup Success This introductory class is a great place to start if you are new to Cloze. We'll wall you through 6 steps to help you get your Cloze account up and running in no time.

You can follow along in your own account as our product experts walk through the setup steps.

Format
- Presentation
- Demo
- Live Q&A
Sep 28, 20204:00pm EDT1 hour
Register
Cloze: Six Steps to Setup Success This introductory class is a great place to start if you are new to Cloze. We'll wall you through 6 steps to help you get your Cloze account up and running in no time.

You can follow along in your own account as our product experts walk through the setup steps.

Format
- Presentation
- Demo
- Live Q&A
Sep 28, 20204:00pm EDT1 hour
Register
Tips for Organizing Contacts in Cloze This class is a great way to learn about how to organize your contacts in Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices on how to get started organizing your people and companies with Stages, Segments, Next Steps, Custom Fields and Tags.

Feel free to ask as many questions as you would like or attend and just listen. Simply bring your questions and a Cloze expert will provide detailed answers.

What you’ll learn in Cloze:
* Bulk organizing
* Using Tags
* Editing Contacts
* Setting birthday and anniversary reminders
* Filter, sorting and searching
* How to add segments
* How to adjust keep-in-touch settings

Class Format:
- Instructional
- Tips
- Live demos
- Q&A

Sep 29, 20202:00pm EDT1 hour
Register
Cloze Office Hours - Live Q&A This class is a great way to ask questions about Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices across a multitude of topics.

Simply bring your questions and a Cloze expert will provide detailed answers. Feel free to ask as many questions as you would like or attend and just listen to grow your knowledge.

Class Format:
- Open Q&A
- Live demos

Sep 30, 202012:00pm EDT1 hour
Register
Cloze: Introduction to Teams and Sharing Join us for this introduction to teams and sharing with Cloze.

This introductory session is a great place to start if you are creating a team on Cloze or have just recently joined a team.

What you’ll learn:
* Key features and benefits of working as a team
* How to share contacts, timeline activity, and more with your team on Cloze
* How to assign responsibility
* How to get started
Format:
* Live demo
* Q&A
Sep 30, 20202:00pm EDT1 hour
Register
Never let a lead slip through the cracks with Cloze * Centralize your leads with Cloze
* Speed follow-up with automatic keep in touch reminders and next steps
* Save time with email templates and mail merge
* Tips for following up
* What you’ll learn in Cloze:
* how Cloze captures lead information automatically
* how to track your follow-up with Next Steps
* how to track open house leads with Spacio and Cloze
* How to send a Mail Merge email
* how to create email templates to speed follow-up
Oct 1, 20202:00pm EDT1 hour
Register
Deep Dive on Cloze Mail Features Deep Dive on Cloze Mail Features

What you’ll learn in Cloze:
* Quick outreach from the Cloze Agenda
* Using open and link click tracking
* Saving time with email templates
* Using reminders to follow-up
* How to reach out many people at once with Mail Merge
* Logging Postal Mail
* How to use ActivePipe, MailChimp and Rezora with Cloze
Oct 2, 20202:00pm EDT1 hour
Register
Why use a CRM? Getting Started with Cloze for Real Estate Join us for this Real Estate industry-focused introduction to Cloze.

This 60 minute introductory class is a great place to start if you are new to Cloze.

* Why use a CRM?
* How Cloze can help grow your business
* Tips for getting started

What you’ll learn in Cloze:
* Connecting accounts
* Installing the mobile apps
* The basics of organizing contacts
* How to start using the Cloze Agenda
Oct 5, 20202:00pm EDT1 hour
Register
Cloze: Six Steps to Setup Success This introductory class is a great place to start if you are new to Cloze. We'll wall you through 6 steps to help you get your Cloze account up and running in no time.

You can follow along in your own account as our product experts walk through the setup steps.

Format
- Presentation
- Demo
- Live Q&A
Oct 5, 20204:00pm EDT1 hour
Register
Tips for Organizing Contacts in Cloze This class is a great way to learn about how to organize your contacts in Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices on how to get started organizing your people and companies with Stages, Segments, Next Steps, Custom Fields and Tags.

Feel free to ask as many questions as you would like or attend and just listen. Simply bring your questions and a Cloze expert will provide detailed answers.

What you’ll learn in Cloze:
* Bulk organizing
* Using Tags
* Editing Contacts
* Setting birthday and anniversary reminders
* Filter, sorting and searching
* How to add segments
* How to adjust keep-in-touch settings

Class Format:
- Instructional
- Tips
- Live demos
- Q&A

Oct 6, 20202:00pm EDT1 hour
Register
Cloze Office Hours - Live Q&A This class is a great way to ask questions about Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices across a multitude of topics.

Simply bring your questions and a Cloze expert will provide detailed answers. Feel free to ask as many questions as you would like or attend and just listen to grow your knowledge.

Class Format:
- Open Q&A
- Live demos

Oct 7, 202012:00pm EDT1 hour
Register
Increasing referrals and repeat clients in real estate with Cloze
Increasing referrals and repeat clients in real estate with Cloze
* After the close, now what?
* Creating a year one game plan
* Building a routine for the long term
* Tips for outreach

What you’ll learn in Cloze:
* how to stay in touch with past clients using the Cloze Agenda
* how to set your keep in touch reminder schedule for past clients
* how to use Next Steps to track your post-transaction follow-up
* how to track your referrals
* how to log postal notes
Oct 7, 20202:00pm EDT1 hour
Register
Deep Dive on Cloze Mail Features Deep Dive on Cloze Mail Features

What you’ll learn in Cloze:
* Quick outreach from the Cloze Agenda
* Using open and link click tracking
* Saving time with email templates
* Using reminders to follow-up
* How to reach out many people at once with Mail Merge
* Logging Postal Mail
* How to use ActivePipe, MailChimp and Rezora with Cloze
Oct 9, 20202:00pm EDT1 hour
Register
Tips for Organizing Contacts in Cloze This class is a great way to learn about how to organize your contacts in Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices on how to get started organizing your people and companies with Stages, Segments, Next Steps, Custom Fields and Tags.

Feel free to ask as many questions as you would like or attend and just listen. Simply bring your questions and a Cloze expert will provide detailed answers.

What you’ll learn in Cloze:
* Bulk organizing
* Using Tags
* Editing Contacts
* Setting birthday and anniversary reminders
* Filter, sorting and searching
* How to add segments
* How to adjust keep-in-touch settings

Class Format:
- Instructional
- Tips
- Live demos
- Q&A

Oct 13, 20202:00pm EDT1 hour
Register
Cloze Office Hours - Live Q&A This class is a great way to ask questions about Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices across a multitude of topics.

Simply bring your questions and a Cloze expert will provide detailed answers. Feel free to ask as many questions as you would like or attend and just listen to grow your knowledge.

Class Format:
- Open Q&A
- Live demos

Oct 14, 202012:00pm EDT1 hour
Register
Managing Real Estate Transactions in Cloze This class is a great way to learn about how to organize your buyer and seller journey in Cloze.

Learn the ins and outs of Cloze with our product experts and we'll advise you on best practices on how to manage your transactions with Cloze.

* Track your buyer and seller pipeline from lead to close
* Cloze and your local MLS
* Automatic matching of potential buyers to your listings
* How to centralize your activity around a listing/transaction
* Spacio and Cloze
* Dotloop and Cloze
Oct 14, 20202:00pm EDT1 hour
Register
Cloze: Introduction to Teams and Sharing Join us for this introduction to teams and sharing with Cloze.

This introductory session is a great place to start if you are creating a team on Cloze or have just recently joined a team.

What you’ll learn:
* Key features and benefits of working as a team
* How to share contacts, timeline activity, and more with your team on Cloze
* How to assign responsibility
* How to get started
Format:
* Live demo
* Q&A
Oct 15, 20202:00pm EDT1 hour
Register
Deep Dive on Cloze Mail Features Deep Dive on Cloze Mail Features

What you’ll learn in Cloze:
* Quick outreach from the Cloze Agenda
* Using open and link click tracking
* Saving time with email templates
* Using reminders to follow-up
* How to reach out many people at once with Mail Merge
* Logging Postal Mail
* How to use ActivePipe, MailChimp and Rezora with Cloze
Oct 16, 20202:00pm EDT1 hour
Register
Why use a CRM? Getting Started with Cloze for Real Estate Join us for this Real Estate industry-focused introduction to Cloze.

This 60 minute introductory class is a great place to start if you are new to Cloze.

* Why use a CRM?
* How Cloze can help grow your business
* Tips for getting started

What you’ll learn in Cloze:
* Connecting accounts
* Installing the mobile apps
* The basics of organizing contacts
* How to start using the Cloze Agenda
Oct 19, 20202:00pm EDT1 hour
Register
Cloze: Six Steps to Setup Success This introductory class is a great place to start if you are new to Cloze. We'll wall you through 6 steps to help you get your Cloze account up and running in no time.

You can follow along in your own account as our product experts walk through the setup steps.

Format
- Presentation
- Demo
- Live Q&A
Oct 19, 20204:00pm EDT1 hour
Register
Tips for Organizing Contacts in Cloze This class is a great way to learn about how to organize your contacts in Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices on how to get started organizing your people and companies with Stages, Segments, Next Steps, Custom Fields and Tags.

Feel free to ask as many questions as you would like or attend and just listen. Simply bring your questions and a Cloze expert will provide detailed answers.

What you’ll learn in Cloze:
* Bulk organizing
* Using Tags
* Editing Contacts
* Setting birthday and anniversary reminders
* Filter, sorting and searching
* How to add segments
* How to adjust keep-in-touch settings

Class Format:
- Instructional
- Tips
- Live demos
- Q&A

Oct 20, 20202:00pm EDT1 hour
Register
Cloze Office Hours - Live Q&A This class is a great way to ask questions about Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices across a multitude of topics.

Simply bring your questions and a Cloze expert will provide detailed answers. Feel free to ask as many questions as you would like or attend and just listen to grow your knowledge.

Class Format:
- Open Q&A
- Live demos

Oct 21, 202012:00pm EDT1 hour
Register
Increasing referrals and repeat clients in real estate with Cloze
Increasing referrals and repeat clients in real estate with Cloze
* After the close, now what?
* Creating a year one game plan
* Building a routine for the long term
* Tips for outreach

What you’ll learn in Cloze:
* how to stay in touch with past clients using the Cloze Agenda
* how to set your keep in touch reminder schedule for past clients
* how to use Next Steps to track your post-transaction follow-up
* how to track your referrals
* how to log postal notes
Oct 21, 20202:00pm EDT1 hour
Register
Deep Dive on Cloze Mail Features Deep Dive on Cloze Mail Features

What you’ll learn in Cloze:
* Quick outreach from the Cloze Agenda
* Using open and link click tracking
* Saving time with email templates
* Using reminders to follow-up
* How to reach out many people at once with Mail Merge
* Logging Postal Mail
* How to use ActivePipe, MailChimp and Rezora with Cloze
Oct 23, 20202:00pm EDT1 hour
Register
Why use a CRM? Getting Started with Cloze for Real Estate Join us for this Real Estate industry-focused introduction to Cloze.

This 60 minute introductory class is a great place to start if you are new to Cloze.

* Why use a CRM?
* How Cloze can help grow your business
* Tips for getting started

What you’ll learn in Cloze:
* Connecting accounts
* Installing the mobile apps
* The basics of organizing contacts
* How to start using the Cloze Agenda
Oct 26, 20202:00pm EDT1 hour
Register
Cloze: 6 Simple Steps to Setup Success This introductory class is a great place to start if you are new to Cloze. We'll wall you through 6 steps to help you get your Cloze account up and running in no time.

You can follow along in your own account as our product experts walk through the setup steps.

Format
- Presentation
- Demo
- Live Q&A
Oct 26, 20204:00pm EDT1 hour
Register
Cloze: Six Steps to Setup Success This introductory class is a great place to start if you are new to Cloze. We'll wall you through 6 steps to help you get your Cloze account up and running in no time.

You can follow along in your own account as our product experts walk through the setup steps.

Format
- Presentation
- Demo
- Live Q&A
Oct 26, 20204:00pm EDT1 hour
Register
Tips for Organizing Contacts in Cloze This class is a great way to learn about how to organize your contacts in Cloze.

Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices on how to get started organizing your people and companies with Stages, Segments, Next Steps, Custom Fields and Tags.

Feel free to ask as many questions as you would like or attend and just listen. Simply bring your questions and a Cloze expert will provide detailed answers.

What you’ll learn in Cloze:
* Bulk organizing
* Using Tags
* Editing Contacts
* Setting birthday and anniversary reminders
* Filter, sorting and searching
* How to add segments
* How to adjust keep-in-touch settings

Class Format:
- Instructional
- Tips
- Live demos
- Q&A

Oct 27, 20202:00pm EDT1 hour
Register