A CRM system for real estate brokerages that uses AI to manage client relationships and lead conversion. The platform includes tools for lead routing, personalized marketing campaigns, and automated contact updates. It is designed for individual agents and brokerages to track deals from origin to close and identify opportunities for mortgage capture and agent recruitment. The software is deployed as a mobile-first application and integrates with other technology stacks through an open architecture. It provides specific modules for lead management, marketing automation, and AI-driven insights to help users uncover hidden opportunities within their existing networks. The system automatically logs calls and texts to reduce manual data entry and provides daily agendas to remind agents of necessary follow-ups. This approach allows brokerages to increase agent engagement and improve the overall capture rate of mortgage and title services.
Whether you want to cut software costs or escape vendor lock-in, these open source alternatives to Cloze give you an option you fully own. You can self-host them, so your data stays on infrastructure you control. This page lists 1 open source alternative to Cloze. The most popular is Monica. It uses the AGPL-3.0 license and ships an official Docker image.
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