Stronger Together: Working as a Team in Cloze

Stronger Together: Working as a Team in Cloze

Discover how Cloze helps real estate teams collaborate effortlessly with shared notes, smart follow-ups, and streamlined task management.

In real estate, teamwork makes the dream work—and Cloze makes the teamwork smarter.

If you've ever wished you could see what your team is doing, share client notes without digging through endless emails, or hand off tasks without anything slipping through the cracks, Cloze is your secret weapon. Built for real estate professionals, Cloze is more than a CRM—it's a collaboration hub.

Here’s how Cloze helps you and your team stay connected, consistent, and client-focused:

Shared Notes = No One Misses a Beat

Ever had that “Wait, did someone already follow up with this lead?” moment? In Cloze, you can leave notes on a contact’s profile for everyone on the team to see. Whether it's a quick status update or a detailed call summary, it’s all saved in one spot. This keeps your communication clear and your clients feeling well cared for.

Coordinated Follow-Ups

Cloze's smart AI tracks your interactions and reminds your whole team when it’s time to check in. You can assign follow-ups to other team members with just a click. No sticky notes, no “Did you send that text?”—just seamless follow-through.

Task Delegation Made Easy

You can assign tasks to team members directly in Cloze, and they'll be notified with context included. It’s a fantastic way to delegate admin work, marketing tasks, or transaction details, especially if you’re working with an assistant or transaction coordinator. Everyone knows what to do—and by when.

Customized Roles = Cleaner Workflows

Cloze lets you assign team roles with different permission levels. That means your assistant can update contacts, add notes, and manage transactions—without needing access to sensitive data. You’re in control, while your team stays empowered.

Shared Templates & Campaigns

Once your email templates, follow-up campaigns, and buyer/seller workflows are built in Cloze, the whole team can use them. This keeps your branding, tone, and service consistent—whether it's you writing the message or your assistant clicking “send.”

Transparency Without Micromanaging

Need a high-level view of what’s happening across your team? Cloze provides a shared timeline that shows all communication and updates, so you can see client progress without chasing updates. It’s accountability—without hovering.

Tips for Realtors Getting Started

Set Up Team Roles and Permissions: Start by inviting team members and assigning appropriate roles—agent, assistant, transaction coordinator, etc. Customize permissions so each person has access to what they need (and nothing they don’t).
Create and Share Contact Segments: Use Cloze's segmentation tools to organize contacts by lead type, stage, or assigned agent. Share relevant segments with the team so everyone’s working from the same playbook.
Build Out Shared Templates: Create email templates, text messages, and call scripts that reflect your team’s voice. These can be reused across the team to ensure consistent communication with clients.
Sync Calendars and Connect Email Accounts: Each team member should connect their email and calendar to Cloze. This allows the system to automatically log interactions and surface reminders—keeping everyone in sync.
Start Using Shared Notes and Tasks: Encourage the habit of adding notes after every client interaction and assigning follow-up tasks within Cloze. It helps with accountability and keeps the client experience seamless.
Hold a Team Training Session: Block off time for a quick team walkthrough. Explore workflows together, ask questions, and get aligned on how you’ll use Cloze as a team moving forward.

Final Thought: It’s Not Just Software. It’s Teamwork, Streamlined.

When everyone on your team is using Cloze, communication becomes smoother, service becomes stronger, and your business becomes more scalable. Whether you're a solo agent with an assistant or part of a full real estate team, Cloze helps you act as one cohesive unit—even when you’re all working from different places.

So if you're ready to stop operating in silos and start working smarter together, it’s time to dive into the team features in Cloze. Trust me—it’s a game-changer.