Cloze Goal Tracking Overview
Cloze Goal Tracking is included in the Cloze Business Platinum Plan and above.
We analyzed the success of over 10,000 agents to find a set of goals that work. The data shows that focusing on these simple goals—outreach and reactions—leads to success. Cloze automatically tracks these goals for you - so you spend more time on your work, not on paperwork.
Below you will find everything you need to get started with Cloze Goal Tracking. You can also browse our goal tracking FAQ for quick answers to common questions.
Helping You Hit Your Goals with Ease
Reaching your real estate goals doesn’t have to feel overwhelming. Cloze’s goal-tracking feature makes it simple, automatic, and achievable by taking the guesswork and stress out of the process. Here’s how it works:
- Annual GCI and sides goals are automatically pulled from your transaction history.
- Outreach and reaction goals are tracked seamlessly from your calls, texts, emails, and meetings because Cloze integrates directly with your email and phone.
With everything tracked for you, there’s no need to manually update spreadsheets or stress about staying organized. Your goals are always concrete, clear, and connected to your actual activity.
On average, for every 10 sides you want to close, you need to reach out to 4 clients per day (28 clients /week).
Why Cloze Makes Goal Tracking Easy
Cloze solves many of the challenges you face with traditional goal tracking:
- Built-In Seasonality Adjustments: Real estate has natural ebbs and flows, and Cloze adjusts for them automatically.
- Weekly Pacing, Not Daily Pressure: Cloze spreads your targets across the week so you can catch up if needed, without stressing over every single day.
- Catch-Up Guidance: If you fall behind, Cloze shows exactly what you need to do to get back on track.
- No Bias or Guesswork: Everything is data-driven, so your progress is always measured accurately.
- No Manual Work: All your calls, emails, and meetings are tracked automatically—no extra effort required.
What You’ll See
Cloze gives you a clear snapshot of your progress at a glance:
- How close you are to reaching your weekly and annual targets for outreach, reactions, and GCI, displayed through a visual "ring" that completes as you make progress.
- What you need to do today to stay on track for the week.
- Catch-up suggestions if you fall behind, so you always know your next steps.
- How clients are responding to your outreach in real-time, providing positive reinforcement that your efforts are making an impact.
By adapting to your workflow and the real estate market’s natural rhythm, Cloze makes goal setting realistic and progress attainable. Whether you’re trying to hit your annual GCI target or stay consistent with client outreach, Cloze gives you the tools and insights to succeed—without the stress.
Achieving your goals doesn’t have to be hard. With Cloze, it’s simple, clear, and within reach.