Discover how CLOZ can make your workflow seamless. Ask your questions in 20 minutes after you receive the demo video.

Acquisitions Managers

See how CLOZ can streamline deal tracking, surface key insights, and help you make smarter investment decisions

Solopreneurs

Know how CLOZ can simplify property management, save time on repetitive tasks, and give you a clear view of your portfolio

Scaling Teams

Talk to an expert to see how CLOZ helps you manage multiple deals and maintain full visibility as your business grows

Frequently Asked Questions

Clear answers to help you choose the right plan with confidence.

Question 1: Do I need any tech experience to use CLOZ?

Nope. CLOZ CRM was built for real estate investors, not developers. Everything is plug-and-play — no coding, no complicated setup. We even help you build your workflows during onboarding.

Question 2: What’s included in the setup fee?

You’ll get: A 1:1 onboarding call Complete CRM configuration (follow-up flows, lead stages, drip campaigns). Preloaded AI templates for SMS, email, and lead scoring. Website setup (if applicable to your plan). We do the heavy lifting so you don’t have to.

Question 3: Can I cancel anytime?

Yes. We don’t lock you in. All plans are month-to-month unless you opt for an annual plan. Cancel or downgrade anytime from your dashboard or just shoot us a message.

Question 4: How is CLOZ different from Podio, GoHighLevel, or REsimpli?

Unlike generic CRMs, CLOZ was built by wholesalers for wholesalers. That means: No clunky UI or unused features. Built-in seller scripts and follow-ups, 1-click contracts, and automation preloaded. No need to “build it yourself” like Podio or HighLevel.

What if I already have leads in another CRM?

We’ll migrate them for you. During onboarding, we’ll handle data import from Podio, GoHighLevel, REsimpli, or wherever your leads live. No data left behind.

How do I get started with CLOZ CRM?

Starting with CLOZ is easy! Simply schedule a demo to see the platform in action, and we’ll walk you through setting up your account, importing your leads, and automating your sales process.

Is CLOZ suitable for both small businesses and large teams?

Yes! Whether you're a solo entrepreneur just starting out or part of a growing team, CLOZ scales with your business. You can easily customize workflows, add users, and integrate with other tools as your operations grow.