What types of relationships can I track in Cloze?
On the Contact Profile, you will find a section called Relationship. On your phone tap on the About section or look on the right side of the screen on iPad, Android tablet, or cloze.com.
- Segment: Shows who the person is to you
- Stage: Shows where they are on the client journey with you
- Next Steps help you keep track of what you've done and what you have left to do for each type of relationship. Think of them as a repeatable checklist that you can use for each combination of Stage and Segment.
There are several ways you can customize this section. You can:
- Customize your relationship types
- Adjust your keep-in-touch settings for each relationship type
- Track Next Steps with your relationships
- Add Custom Fields to track other information like types of Customers
VIDEO: How to organize your contacts in Cloze with Stages, Segments, and Steps.
You can use this section to classify your contacts as...
- Warm
- Hot
- In Contract
- Closed
- Lost
…and select the specific relationship Segment. By default we include:
- Customers - People you sell to or deliver services to
- Buyers - People looking to purchase a property
- Sellers - People selling a property
- Buyers & Sellers - People transacting both a purchase and sale at the same time
- Renters - People renting a property
- Partners - People that help you sell, deliver services or run your organization
- Suppliers - Companies that you buy from
- Investors - People that invest in you or your organization
- Advisers - People that advise, counsel, or mentor you
- Competitors - People that you compete against
- Agents - Agents at other brokerages
- Coworkers - People that work in your organization
- Custom - A custom type of relationship
Personal Segments (examples)
- Family - Your family and relatives
- Friends - Your friends and acquaintances
- Connections - People in your network
- Sphere of Influence - People in your network
- Personal Custom - Personal custom type of relationship
In other industries, like Real Estate you will see other Segments by default like "Buyer", "Seller", "Buyer & Seller", and "Sphere of Influence". Learn how to customize your Segments here or you can change your Cloze account to a different pre-built customization.
- Tap on Segment to select a segment and organize the contact.
- Tap on a Stage to choose a stage.
In the Customizations Section of Settings you can customize the relationship type labels that are displayed in Cloze. There are several default and custom labels that can be changed to suit your needs.