Cloze Webinars

We offer weekly web training classes to help you get started with Cloze. 

Please scroll down to review the full details of each session:

Features, Tips, and Office Hours

Real Estate Industry Focused

Webinar Replays

Getting Started, Features, Tips, and Office Hours

Getting Started with Cloze  (60 min)

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

  • Introduction 
  • Live demo 
  • Q&A - ad

➜ REGISTER HERE

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.

Tips for Organizing Contacts in Cloze (45 min)

This class is a great way to learn about how to organize your contacts in Cloze. 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.

  • Tips
  • Terminology
  • Customization Options 
  • Live demo
  • Q&A

➜ REGISTER HERE

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 to many people at once with Mail Merge
  • Logging Postal Mail
  • How to use ActivePipe, MailChimp, and Rezora with Cloze

➜ REGISTER HERE

Introduction to Teams and Sharing

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 

➜ REGISTER HERE

Cloze Office Hours - Live Q&A (60 min)

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.

Class Format:

  • Open Q&A
  • Live demo

➜ REGISTER HERE

Real Estate Industry Focused

Getting Started with Cloze for Real Estate (60 min)

This 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

➜ REGISTER HERE

Increasing Referrals and Repeat Clients 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

➜ REGISTER HERE

Never let a lead slip through the cracks with Cloze

  • Centralizing your leads with Cloze
  • Speeding 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
  • how to create email templates to speed follow-up

➜ REGISTER HERE

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

➜ REGISTER HERE

Webinar Recordings

Watch recordings of past webinars here

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