Cloze Help Center
  • Home
  • Using Cloze
  • Cloze Setup
  • Integrations
  • Managing a Team

Agenda


Agenda Features

Quick actions, smart suggestions, reminder types, customizing the view.

Keep in Touch Reminders

Automatic reminders to help you stay in touch with the people that matter most.

Automatic Goal Tracking

Goal tracking with smart pacing that adapts to the ebbs and flows of real estate.

AI Smart Suggestions

Artificial intelligence personal assistant to help remember what you don't.

Birthdays and Anniversaries

Get reminded each year with recurring anniversary reminders.

Meetings

Quickly confirm, add notes, and follow-up on your calendar meetings.

Reminders

Save something for later and automatic AI-based reminders to catch what you might have missed.

To Dos

Set a reminder to complete a task on people, companies, deals or projects.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.
Last updated on August 30, 2025

Categories

  • Getting Started
  • Help and Training
  • Cloze University
  • What's New
  • Privacy and Data Protection
  • Agenda
  • Automatic Goal Tracking
  • Artificial Intelligence
  • People and Companies
  • Audiences
  • Email
  • Deals, Projects, Properties
  • Working as a Team
  • Notes and Logging Activity
  • Gestures and Shortcuts
  • Library
  • Getting Started with the Library
  • Template Organization
  • Template Sharing
  • Personal Email Templates
  • Marketing Email
  • AI Content Creation
  • Getting Started with Marketing Email
  • Marketing Email Building Blocks
  • Marketing Email Content Sections
  • Marketing Email Design
  • Text Message Templates
  • Call Scripts
  • Articles
  • Snippets
  • Campaigns
  • Getting Started with Campaigns
  • Campaign Examples
  • Campaign Actions Settings
  • Campaign Wait For Settings
  • Campaign Decisions Settings
  • Campaign Flow Control Settings
  • AI Lead Capture
  • Agenda Features
  • AI Smart Suggestions
  • Analytics and Reporting
  • Getting Started with Analytics
  • Conversion Analytics
  • Activity Analytics
  • Birthdays and Anniversaries
  • Pipeline Analytics
  • Active Project Analytics
  • Mail Sending Analytics
  • Campaign Analytics
  • Assigning Responsibility
  • Bulk Changes
  • Cloze Score
  • Companies
  • Compliance
  • Contacts
  • Email Features
  • Email Artificial Intelligence
  • Email Formatting
  • Email Open Tracking
  • Email Templates
  • Exporting
  • Help
  • Filter
  • Keep in Touch Reminders
  • Mail Merge
  • Matching Engine
  • Meetings
  • MLS
  • Next Steps
  • Organizing Contacts
  • Projects, Deals, and More
  • Managing Properties
  • Quick Start Guides
  • Reminders
  • Search, Filter and Sort
  • Search
  • Segments
  • Sharing
  • Sort
  • Stages
  • Tags
  • To Dos
  • Videos and Recordings
  • Views
  • Webinars
No results found

© Cloze 2025. Powered by Help Scout