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What is Clozze?

Clozze is a groundbreaking, AI-enhanced platform aimed at managing real estate transactions and CRM, specifically tailored for agents, brokers, and transaction coordinators as they progress through deals from the initial contract phase to closing. By bringing together transaction workflows, task organization, communication, documents, and deadlines into one cohesive workspace, Clozze greatly reduces the reliance on manual coordination while improving visibility over all ongoing transactions. The platform's Communication Hub merges both email and text messaging, allowing users to efficiently monitor conversations related to buyers and listings from a single, organized location. The AI Assist feature cleverly highlights messages needing attention and provides personalized response suggestions that align with the user's unique communication style. In addition, Clozze enables effective tracking of transaction-specific tasks, aligns calendars, promotes teamwork, and simplifies document reviews. Users can easily import transaction information through seamless integrations with services like Dotloop, Follow Up Boss, Gmail, Google Calendar, and Apple Calendar, which helps eliminate duplicate entries and keeps systems interconnected. This all-encompassing strategy not only saves valuable time but also boosts the overall effectiveness of real estate transactions. By freeing professionals from administrative tasks, Clozze allows them to dedicate more time to cultivating client relationships and enhancing their service delivery. Ultimately, Clozze stands as a pivotal resource in the real estate industry, streamlining processes and driving productivity.

What is BoldTrail Back Office?

A comprehensive cloud-based back office solution that is designed to be mobile-friendly and streamline operations. It enhances efficiency and precision by automating various back office tasks, ensuring that data flows effortlessly without manual input. This solution is capable of integrating with multiple CRMs and tools, allowing for a cohesive workflow. The customer service team is both attentive and well-organized, ready to assist clients with their needs, and additional professional services are offered to further support users. Key features include Transaction Management, Commission Automation, Accounting, Agent Management, and detailed Reporting and Analytics. BoldTrail places a strong emphasis on delivering exceptional client support. Moreover, it boasts knowledgeable and responsive customer service, an open API, and a robust integration marketplace. Clients can expect a structured implementation process and comprehensive product documentation, ensuring that they are well-equipped to utilize the service effectively. The availability of professional services enhances the overall experience, making it a versatile solution for diverse business needs.

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Integrations Supported

Follow Up Boss
Apple Calendar
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Gmail
Google Calendar
Google Drive
HomeBinder
LionDesk
Lofty
QuickBooks Online Advanced
Salesforce
SurveyMonkey
Updater
Xero
Zapier
dotloop

Integrations Supported

Follow Up Boss
Apple Calendar
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Gmail
Google Calendar
Google Drive
HomeBinder
LionDesk
Lofty
QuickBooks Online Advanced
Salesforce
SurveyMonkey
Updater
Xero
Zapier
dotloop

API Availability

Has API

API Availability

Has API

Pricing Information

$10 a month
Free Trial Offered?
Free Version

Pricing Information

$5 to $60/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clozze

Date Founded

2025

Company Location

United States

Company Website

www.clozze.io

Company Facts

Organization Name

BoldTrail

Company Location

United States

Company Website

boldtrail.com/platform/

Categories and Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Real Estate Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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