How to Boost Sales with Cloze CRM: AI-Powered Relationship Management

Cloze is different from traditional CRMs. While most CRMs focus on pipeline management and contact databases, Cloze is built around relationship intelligence—automatically tracking interactions, identifying key relationships, and using AI to remind you who needs attention.

The results speak for themselves: agents who've used Cloze consistently for over two years report sales increases of 50%, 70%, and even 100%. It's not magic—it's systematic relationship management powered by AI.

Here's how to get the most out of Cloze for sales.

Understanding Cloze's Unique Approach

Cloze positions itself as more of a productivity tool than a traditional CRM. The key differences:

• Automatic data capture: Cloze logs calls, emails, and meetings automatically—no manual entry required
• AI-powered reminders: The system detects action items and reminds you who needs follow-up each morning
• Relationship scoring: Cloze identifies your most important relationships and alerts you when they need attention
• Zero-input intelligence: Even minimal engagement with Cloze delivers significant benefits

This approach works especially well for relationship-driven sales: real estate, insurance, financial services, and other industries where personal connections drive revenue.

Key Sales Features in Cloze

Pipeline & Lead Management

Cloze provides stages and relationship segments to track progress. Use these analytics features for visibility:

• Lead Analytics: Track lead flow and identify where leads are advancing or going stale
• Pipeline Analytics: Get an objective view of pipeline engagement
• Forecast Analytics: See how your sales forecast changes over time
• Pipeline Engagement: Identify which projects are truly on track versus those needing attention

AI-Powered Follow-Up

Cloze's AI personal assistant is the core of its value proposition:

• Detects action items from emails and conversations
• Reminds you each morning who needs follow-up
• Logs and attaches all calls and emails to contacts automatically
• Generates AI-written emails when you're stuck
• Creates to-do lists, agendas, and follow-ups automatically

This eliminates the biggest failure mode in sales: forgetting to follow up with warm leads.

Team Analytics

For sales managers, Cloze provides:

• Activity Analytics: Understand where your team spends their time
• Team Leaderboard: Know which team members are performing well
• Coaching Insights: Identify areas where reps need help

Best Cloze Integrations for Sales

Cloze offers 40+ native integrations plus connections through automation platforms. Here are the most valuable for sales:

Communication Integrations

• Gmail/Outlook: Automatic email logging and contact enrichment
• RingCentral: Call logging and phone integration
• Twilio: SMS capabilities within Cloze

Calendar & Scheduling

• Google Calendar/Outlook: Automatic meeting tracking
• Calendly: Sync scheduled appointments to Cloze

Documents & E-Signatures

• DocuSign: Track document status within Cloze
• Google Drive: Attach and access documents from contact records

Real Estate Specific

• Zillow: Property and lead integration
• Dotloop: Transaction management sync
• Realtor.com: Lead capture integration

CRM & Marketing

• Mailchimp: Add contacts to email lists based on deal stage
• Salesforce sidebar: View Cloze intelligence in Salesforce
• HubSpot sidebar: Bring Cloze data into HubSpot

Workflow Automation

• Slack: Post deal updates to channels
• QuickBooks: Generate invoices when deals close
• Zapier/Latenode: Connect Cloze to thousands of other apps

Maximizing Cloze for Sales: Best Practices

1. Trust the AI Follow-Up Reminders

Cloze's morning follow-up notifications are gold. Don't ignore them. The AI has analyzed your relationship patterns and knows who needs attention—even when you've forgotten about them.

2. Use Relationship Segments

Create segments for different relationship types: active clients, past clients, referral sources, prospects. This lets you quickly see who in each category needs attention.

3. Leverage the Daily Agenda

Cloze automatically creates meeting agendas with relevant context about each person. Review these before calls to show up prepared.

4. Let Data Capture Happen Automatically

Resist the urge to manually log everything. Connect your email, calendar, and phone—then let Cloze do the work. The less manual input required, the more sustainable your CRM usage becomes.

5. Review Pipeline Analytics Weekly

The Pipeline Engagement feature shows you which deals are actually progressing versus which are stale. Use this weekly to ensure you're not fooling yourself about your pipeline health.

When Cloze Works Best

Cloze is ideal for:

• Relationship-driven sales: Real estate, insurance, financial services
• Solopreneurs and small teams: The AI does work that larger teams would delegate
• People who hate data entry: The automatic capture removes that burden
• Long sales cycles: The relationship intelligence keeps you connected over months or years

Limitations to Consider

Be aware of these potential challenges:

• Learning curve: The AI-driven features can take time to understand and trust
• Customization limits: Less flexible than some traditional CRMs for specific workflows
• Mobile app: Some users report the mobile experience is less comprehensive than web
• High-volume outbound: Better suited for relationship management than mass prospecting

Enhancing Cloze with Additional Intelligence

While Cloze excels at relationship tracking and follow-up automation, it doesn't provide deep prospect intelligence or real-time call coaching. For teams needing those capabilities, adding a sales intelligence tool like Appendment provides:

• 50+ data points per prospect including psychographics
• Real-time AI coaching during calls
• Objection handling suggestions
• Personalized talking points based on prospect profiles

The combination of Cloze's relationship management with deep prospect intelligence creates a powerful sales system. Learn more in our guide to real-time AI coaching for video calls. For comparison with other CRMs, see our guides on Salesforce integrations and Pipedrive productivity tools.

Getting Started with Cloze

Cloze pricing starts at $17/month. The key to success is simple:

1. Connect your email, calendar, and phone
2. Trust the AI follow-up reminders
3. Review your pipeline weekly
4. Add integrations as needed for your workflow

Even minimal engagement delivers significant benefits. The AI does the heavy lifting—you just need to show up when it tells you to.