Placester and Cloze Overview
Cloze is integrated with Placester to centralize your website leads in one place and ensure consistent follow-up. Placester is a codeless website provider that makes creating a custom website easy. Need some extra help? Placester includes a service marketplace when some extra assistance is needed. With your Placester account connected to Cloze, you will see a unified timeline view of your client activity—all of your calls, texts, emails, meetings, notes, and more combined with your client's website activity including their tour requests, home evaluation requests, and more.
Cloze + Placester Benefits
This integration enables Cloze CRM to capture, route, and ensure every Placester website lead has a consistent follow-up plan so nothing slips through the cracks.
- All Placester website form submissions are automatically captured in Cloze for quick follow-up.
- Follow-up can be automated with Cloze Campaigns, so even if you are not available, the lead gets immediate attention. Once they engage, you can jump in.
- Cloze also consolidates your leads from other sources into one place ensuring consistent follow-up for every lead source.
- Use Cloze to track the entire journey in one place, from lead to close, and build strong relationships for the long term.
How it works
Speed is everything when it comes to leads. As soon as a visitor completes a form on the Placester website it is instantly sent to Cloze:
- Contact details like their name, email address, and phone number are synced to Cloze.
- Placester leads are automatically classified with a Stage and Segment.
- The Placester lead form details are added to the Cloze timeline.
From there, Cloze can trigger immediate follow-up in a variety of ways. It can be a simple notification for you to follow up via phone or an automated email can be sent to the lead as part of a drip campaign. For teams, Cloze can route the lead in any number of ways.
Getting Started with Placester and Cloze
Before you get started connecting your Placester agent account to your Cloze account, we recommend that you are signed in to both Cloze and Placester on your web browser.