HomeCompaniesdotloopdotloop Business+ (Broker Solution)IntegrationCloze CRM

Source product

Tech 500
Cloze CRM

Target product

Tech 500
dotloop Business+ (Broker Solution)

Information

Smarter Relationship and Transaction Management


Top agents integrate the AI-powered Cloze CRM with dotloop to automate tedious tasks that slow down the progression of prospects becoming closed-clients.


1. Contacts in Cloze Auto-sync to Dotloop

Contact information in Cloze auto-syncs from the Property section to the dotloop transaction.


2. Dotloop Docs Auto-sync to Cloze

Documents added to dotloop auto-sync to the files section of a transaction in Cloze.


3. Dotloop Tasks Auto-sync to Cloze

Tasks you add to dotloop auto-sync to Cloze and appear in the “To Do” area of the transaction.

Comparative data

No comparative data available