Commercial Real Estate

Your Brokers Are Losing Deals.
Clozo Fixes That.

You're tracking 50+ active listings across a team of brokers with spreadsheets and prayer. Deals die because follow-up timing was off by a week. You have zero visibility into which prospects are actually ready to sign an LOI. Meanwhile, your tenant rep team is cold calling with stale market data and getting hung up on. Clozo puts your entire brokerage in one platform — CRM and pipeline, a built-in phone system that records and transcribes every call, AI scripts loaded with web-grounded research on the prospect — company summary, news, leadership, funding, hiring signals, tech stack, talking points and buying signals, with citations — and deal risk signals that flag the deals going dark, single-threaded or stalled in stage — so every dial opens a door, and no deal falls through the cracks.

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Why CRE Teams Struggle

Your Brokerage Is Bleeding Deals

Your brokers manage deals across email, texts, and sticky notes — nothing is centralized. You find out a deal went cold 3 weeks after the last contact. Sound familiar? These are the problems killing CRE deal velocity.

Deals Go Dark for Weeks

A $3M lease deal goes silent and nobody notices for 3 weeks. CRE deal cycles run 6 to 18 months — from first tour to signed LOI to close — and generic CRMs weren't built for that. Follow-ups slip, your broker forgets the tenant's expansion timeline, and six months of relationship building evaporates because no one flagged the stalled deal.

Nobody Knows Who Owns What

Tenant rep, landlord rep, property manager, legal counsel, investment committee — every CRE deal has 5 to 10 stakeholders and your team tracks them in scattered email threads. Who sent the LOI? Did the landlord counter? Is the tenant's CFO looped in? Without real estate deal management built for multi-party complexity, critical handoffs get dropped and deals collapse at the finish line.

Stale Data Kills Credibility

Market data changes weekly but your pitch decks are months old. Your broker quotes last quarter's vacancy rate on a call and the prospect already has fresher comps from a competitor. Cap rates shifted, new Class A inventory hit the submarket, and asking rents moved $4/SF — but your team is still pitching with outdated numbers. In CRE, stale data doesn't just lose the meeting. It loses the relationship.

Property-Aware AI Scripts

Open with Comp Data, Not a Cold Pitch

Your brokers stop sounding like every other CRE cold caller. Clozo's property sales AI generates a script for that exact prospect at that exact pipeline stage, pre-loaded with web-grounded research on the tenant — before the dial even starts. The first sentence proves your broker did the homework, and that is what earns the meeting with the decision-maker.

Web-grounded prospect research with stored citations — company summary, news, industry developments, competitor updates, leadership, funding, hiring signals, tech stack, talking points and buying signals — at a flat $0.10 per prospect from a prepaid balance, refunded automatically if it fails
Put each tenant's lease expiry on the deal as a close date and a dated task, and Smart Queue surfaces the ones 6-12 months out first — ranked on expected value, engagement, momentum, staleness and overdue follow-ups, and it costs no AI credits
The objections this specific tenant is most likely to raise, with your rebuttal already written — plus an AI battlecard for the rival brokerage on the deal, grounded in your own win/loss record
The Co-Pilot regenerates automatically after every recorded call, so the next conversation starts smarter than the last

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Real Estate Pipeline Management

Every Deal, Every Stage, Every Broker — Visible

When your team is juggling 50+ active listings and deals worth $1M to $20M each, you cannot manage real estate pipeline in spreadsheets. Clozo gives CRE sales managers instant visibility into every deal stage — from first prospect call through property tour, LOI negotiation, due diligence, and close — across every broker on the team.

CRE-specific deal stages: Prospect, Tour Scheduled, Proposal Sent, LOI Submitted, LOI Countered, Due Diligence, Lease Execution, Closed
Per-team pipelines — one company stage set with cascading team and broker overrides, so your office, industrial, retail and multifamily desks each get their own stages, playbook and scripts
Stage-activity analytics — transitions, a flow matrix and revenue at risk, computed in SQL — show exactly where deals stall, alongside per-broker pipeline, conversion and call-volume breakdowns straight from your live data
Every call, text, WhatsApp message, live chat, social comment and email you send with a tenant rep, landlord rep, property manager or attorney lands on the same contact timeline automatically — no copy-paste, no manual logging

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CRE Broker Tools

Every Tool a CRE Brokerage Actually Needs

Beyond property-aware scripts and real estate pipeline management, Clozo runs both sides of your brokerage from one platform — sales AND marketing. Manage 7-figure deals from first prospecting call to lease execution, run email and social media marketing to stay top-of-mind between deal cycles, and let Unified AI — one AI across all your data, free on every plan including Free — re-score each deal the moment a call finishes transcribing, draft the follow-up for you to approve, and answer questions about your pipeline in plain English.

Per-Desk Pipeline Overrides

One company stage set with cascading team and broker overrides, so your office, industrial, retail, and multifamily desks each run CRE-specific stages from prospect through LOI to lease execution. Your sales manager sees every listing, every deal, every broker in one view, with headline pipeline value computed as a true SQL aggregate across the whole brokerage.

Tour & Showing Scheduler

Schedule property tours, tenant walkthroughs, and broker open houses from the built-in calendar — or let prospects self-schedule into real availability on a public booking page with atomic slot claiming, so two people can never take the same tour slot. Free on every plan. After every showing, enroll the prospect in a follow-up cadence so nobody goes 3 weeks without contact again.

Revenue Forecasting You Can Defend

Commit, best-case and weighted-pipeline forecasts side by side, broken out by stage and by broker, computed in SQL from your real stage probabilities and deal values — auditable, identical every time you load it, FX-normalized across every currency you transact in, with accuracy tracked period over period. Available from Scaler.

LOI & Lease Document Hub

Attach LOIs, lease drafts, lease abstracts, site plans, environmental reports, and tenant financials directly on each deal record. Every document is tied to the right deal and the right stage, and 30-day trash recovery across 24 record types means nothing is lost — so when due diligence starts, everything is already organized.

Tenant Rep Cold Call Script

This Is What a CRE Call Should Sound Like

Clozo's property sales AI generates scripts like this automatically — loaded with submarket vacancy rates, comp lease data, cap rate trends, and company intel specific to each prospect. Your broker sounds like a market expert on every single dial.

Tenant Rep Cold Call Opener

Lease Expiry + Market Shift Opening

"Hi [Name], this is [Broker] with [Brokerage]. I'm reaching out because I pulled your lease data on the 14,000-SF space at [Address] — it looks like you're about [X months] from expiry. Here's why that matters right now: Class A vacancy in the [Submarket] corridor dropped to [X%] this quarter, and we're tracking 3 new tenants competing for space in your size range. Landlords in that pocket are pushing asking rents up $4-6/SF on renewals. I'd like to get you a comp analysis of what's available before your landlord sends the renewal letter, so you negotiate from a position of strength."

Discovery Question

Square Footage & Growth Assessment

"Quick question — has your headcount changed since you signed the original lease? I'm asking because we're seeing a lot of [Industry] companies either consolidating from 2 locations into 1, or expanding into Class B space to get more square footage at a lower cost per SF. Depending on which direction you're headed, the options and timing look completely different, and I want to make sure I'm showing you the right comps."

Frequently Asked Questions

What is the best CRM for real estate?

The best CRM for real estate combines pipeline management with the way you actually sell — calls, texts, email, and follow-ups — in one place. Clozo is built for that: a full CRM plus a built-in dialer, business phone, and the full AI assistant. The CRM, the AI and a working inbound phone system are free forever for up to 3 seats; paid plans start at $79/user/month and add the outbound power dialer, SMS, WhatsApp, and email sending — with a playbook tailored to real estate.

Does Clozo work for real estate?

Yes. Clozo is used across real estate and ships with a configurable playbook for it — pipeline stages, scripts, and automated email cadences tuned to how real estate teams sell — so you're not forcing a generic CRM to fit your process.

How much does a CRM for real estate cost?

Clozo is $0 forever for up to 3 seats, and $79–$999/user/month on paid plans with the CRM, power dialer, business phone, email, and social all included and no setup fee, so real estate teams get a complete stack for one predictable price instead of paying for several separate tools.

Does Clozo include calling and texting for real estate?

Yes. Your company's own business phone number is free with every paid plan — pick a country and area code and it's live in about a minute, and extra numbers for more reps or markets are $4.99/mo each. Call recording, transcription, AI call analysis, and IVR are included on every plan, including Free; the outbound power dialer, SMS, and WhatsApp unlock on Launcher — so real estate reps can call and text leads directly from the CRM. One honest note: to text US numbers, US carriers require a one-time A2P 10DLC brand and campaign registration — bring your own registered Twilio or Telnyx messaging profile and connect it in Settings.

Can I import my existing real estate contacts into Clozo?

Yes. You can import contacts, companies, and activity history from Salesforce, HubSpot, Pipedrive, a spreadsheet, or a CSV in minutes — AI maps your columns and de-duplicates as it loads, and one-click migration is free on every plan, including Free — so your real estate pipeline moves over intact and your team starts selling right away.

Is there a free trial of Clozo for real estate teams?

Yes — start free for 30 days on any paid plan, no credit card required. You get every feature of the plan you choose, on starter allowances (200 AI credits, 15 outbound actions, 1 roleplay session) across 3 seats. Subscribe any time to unlock your plan's full monthly allowances. If you don't, your workspace simply moves to the permanent Free plan when the trial ends — you're never locked out, and everything you've built is preserved.

Does Clozo do sales and marketing for real estate?

Yes. Clozo runs both — CRM, pipeline, and calling for sales, plus email marketing and social publishing for marketing — so real estate teams manage the whole customer journey in one platform on one bill.

How does AI help real estate teams sell more?

Every recorded call is automatically transcribed and re-scores the deal — probability, risk, momentum, champion strength, and competitive position, with the reasoning shown. Before a rep dials, the AI Co-Pilot is already on screen with a script written for that exact prospect and the objections they're most likely to raise. It drafts follow-ups for you to approve, and deal risk signals — going dark, no next meeting booked, single-threaded, stalled in stage — flag at-risk deals early, so real estate reps focus on the right opportunities and never let a warm lead go cold.

What happens to my data if I stop using Clozo?

Your data stays. An expired subscription drops you to the permanent Free plan instead of locking you out, and nothing is deleted. You can export your leads as CSV on any plan, including Free — and every real estate lead, note, and record to CSV, JSON, or the read-only REST API on Scaler and above, anytime — so you're never locked in.

Can Clozo replace the multiple tools my real estate team uses?

Yes. Because Clozo bundles CRM, dialer, phone, email, and social into one platform, most real estate teams replace their CRM, calling tool, and outreach apps with Clozo — cutting cost and the busywork of switching between them.

Your Brokers Are Losing Deals.
Clozo Fixes That.