Migrate your Cloze data
AI-powered relationship CRM that automatically logs all client communications. Popular with real estate teams but the platform's heavy focus on that vertical can alienate other industries.
In its favor
Why people choose Cloze
The signal that keeps Cloze on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Automatic communication logging from Gmail and Outlook eliminates manual CRM entry, making Cloze popular with agents who hate data entry overhead.
Strong real estate ecosystem partnerships with eXp Realty and Brown Harris Stevens give the platform credibility in that vertical.
The team collaboration model is genuinely implemented — team members can divide contacts and communicate within the platform, unlike competitors that only claim team support.
AI-powered relationship scoring and the Cloze Score metric help users prioritize follow-ups without manual pipeline management.
The platform's simple, opinionated interface attracts small businesses and solo agents who find HubSpot or Salesforce over-engineered for their needs.
Reliability problems force users to reinstall the app every few months and reset their integrations, wasting significant setup time.
Customer support is slow and unhelpful — the Facebook community is described as inactive and responses take days or weeks.
The platform is heavily hardwired toward real estate terminology and workflows, making it awkward for non-realtors working in other industries.
Image handling is disastrous for Mac Mail users, and the platform lacks basic navigation features like breadcrumbs to move backwards through views.
Poor search functionality and near-illegible threaded conversation views with tiny fonts frustrate daily users.
Reasons to switch
Why people leave Cloze
The recurring reasons buyers give for replacing Cloze. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Cloze fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Cloze pricing overview
Cloze operates on a single paid tier at $17/month on annual billing or $19.99 month-to-month. There is no free tier beyond the 14-day trial, and no publicly listed enterprise tier — business features like Campaigns are gated on an internal Business Platinum plan.
Cloze Pro
Tier 1 of 1
$17/mo billed annually or $19.99 month-to-month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Cloze's schedule — see our quote-based pricing →
What gets migrated
Cloze object support
Object-by-object support for Cloze migrations. Per-pair details surface during scoping.
People
Fully supportedPeople is Cloze's core contact object. We migrate all standard properties (name, email, phone, address, social links) plus custom fields. Role-based export requires Manager or Admin access in Cloze, so we confirm permissions before scoping an extraction.
Companies
Fully supportedCompanies are a top-level relation in Cloze. We migrate company records with their address, social, and industry fields alongside linked People records.
Projects (Deals/Properties)
Fully supportedCloze uses Projects as its pipeline object, aliased as Deals or Properties depending on the industry context. We map the Stage (Potential, Active, Done, Lost) and custom project fields during migration.
Segments
Fully supportedSegments and Audiences group contacts by Stage or custom criteria (customers, leads, tags). We preserve segment membership by mapping each contact's stage and tag assignments in the destination.
Custom Fields
Mapping requiredCloze supports custom fields on People, Companies, and Projects. Field types include text, number, date, and choice fields. We map these directly but flag any deprecated or deleted custom fields that may cause silent data loss.
Timeline Entries
Mapping requiredTimeline records capture emails, calls, texts, meetings, and notes tied to People or Companies. We migrate the activity log entries and metadata, though raw email content may be truncated depending on what Cloze retained from connected accounts.
Teams
Mapping requiredCloze Teams control access and assignment. We preserve team membership and role assignments, noting that the destination must have matching team structures for assignment routing to remain functional.
Campaigns
Mapping requiredCampaigns are only available in the Business Platinum plan. We migrate campaign definitions and trigger logic as custom records but cannot guarantee the campaign engine is active in the destination CRM.
Documents
Mapping requiredDocuments attached to People, Companies, or Projects are migratable, but file attachments require additional extraction coordination since Cloze's export focuses on record fields rather than binary files.
Tags
Fully supportedTags are a flat label system applied to People and Companies. We preserve all tag assignments and optionally recreate them in the destination as a native tagging feature or a multi-select custom field.
| Object | Support | Notes |
|---|---|---|
| People | Fully supported | People is Cloze's core contact object. We migrate all standard properties (name, email, phone, address, social links) plus custom fields. Role-based export requires Manager or Admin access in Cloze, so we confirm permissions before scoping an extraction. |
| Companies | Fully supported | Companies are a top-level relation in Cloze. We migrate company records with their address, social, and industry fields alongside linked People records. |
| Projects (Deals/Properties) | Fully supported | Cloze uses Projects as its pipeline object, aliased as Deals or Properties depending on the industry context. We map the Stage (Potential, Active, Done, Lost) and custom project fields during migration. |
| Segments | Fully supported | Segments and Audiences group contacts by Stage or custom criteria (customers, leads, tags). We preserve segment membership by mapping each contact's stage and tag assignments in the destination. |
| Custom Fields | Mapping required | Cloze supports custom fields on People, Companies, and Projects. Field types include text, number, date, and choice fields. We map these directly but flag any deprecated or deleted custom fields that may cause silent data loss. |
| Timeline Entries | Mapping required | Timeline records capture emails, calls, texts, meetings, and notes tied to People or Companies. We migrate the activity log entries and metadata, though raw email content may be truncated depending on what Cloze retained from connected accounts. |
| Teams | Mapping required | Cloze Teams control access and assignment. We preserve team membership and role assignments, noting that the destination must have matching team structures for assignment routing to remain functional. |
| Campaigns | Mapping required | Campaigns are only available in the Business Platinum plan. We migrate campaign definitions and trigger logic as custom records but cannot guarantee the campaign engine is active in the destination CRM. |
| Documents | Mapping required | Documents attached to People, Companies, or Projects are migratable, but file attachments require additional extraction coordination since Cloze's export focuses on record fields rather than binary files. |
| Tags | Fully supported | Tags are a flat label system applied to People and Companies. We preserve all tag assignments and optionally recreate them in the destination as a native tagging feature or a multi-select custom field. |
Gotchas
What to watch for in Cloze migrations
Issues we've hit on past Cloze migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Cloze API requires manual beta access approval
Export requires Manager or Admin role permissions
Campaigns feature gated behind Business Platinum
Real estate terminology bleeds into core objects
| Severity | Issue |
|---|---|
| High | Cloze API requires manual beta access approval |
| High | Export requires Manager or Admin role permissions |
| Medium | Campaigns feature gated behind Business Platinum |
| Medium | Real estate terminology bleeds into core objects |
Leaving Cloze?
Where Cloze customers move next
12 destinations Cloze can migrate to.
How a Cloze migration works
Four steps, Cloze-specific
Connect
API key via query parameter or OAuth 2.0 into Cloze. Scopes limited to read-only on the data we move.
Map
We translate Cloze-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Cloze quirks before production.
Migrate
Full migration with Cloze rate-limit handling. Rollback available throughout.
FAQ
Cloze migration FAQ
Answers to the questions buyers ask most during Cloze migration scoping. Not seeing yours? Book a call.
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Free scoping call with a migration engineer. Tell us about your Cloze setup and destination — written quote back within a business day.