Clozio Overview
Clozio is a comprehensive transaction and listing management software designed specifically for real estate agents, brokerages, and other professionals involved in the real estate industry. Here’s a detailed look at what Clozio does and its key features:
What Clozio Does
Clozio helps real estate agents and brokerages manage client interactions, organize real estate listing tasks, and streamline processes related to closing transactions. It aims to keep all aspects of a transaction on track, enhancing productivity and efficiency.Key Features and Functionality
Transaction Management
- Clozio allows users to create and manage transactions from start to finish. This includes adding addresses, choosing roles, setting dates, and importing custom smart checklists, which are a hallmark of the Pro plan.
- Users can update property details, such as cover photos and reference numbers from escrow or settlement teams, and customize the view for clients.
Smart Checklists
- The Pro plan features advanced smart checklists that organize tasks by stage and goal. These checklists automatically refresh the to-do list based on the progress of the transaction and ensure the right people are involved at the right time.
Calendar and Timeline Integration
- Clozio consolidates all calendar events and tasks into an interactive format, allowing users to search for tasks by name or address. The timeline view and calendar view help in visualizing the entire transaction process.
Marketing and Communication Tools
- The platform integrates marketing tasks, such as scheduling photography appointments and ordering flyers, ensuring that all marketing activities are coordinated and timely.
- It also supports multi-step drip campaigns and automated email or text communications, which can be personalized using ChatGPT-powered Ghostwriter AI features available in the Business Platinum Plan.
Advanced Filtering and Audiences
- Clozio offers advanced filtering options, allowing users to create dynamic audiences and save frequently used filtered views. This includes relative date filtering, date ranges, and communication and collaboration filtering.
Language Detection and Multi-Language Support
- The software can automatically detect the language of leads from email interactions and set the language for future communications, ensuring that all automated campaigns are sent in the correct language.
Integrations
- Clozio integrates with various tools such as Google Contacts, Union Street Media, SkySlope, and Dotloop, allowing for seamless syncing of contacts, leads, and transaction data.
Security and Accessibility
- The platform supports passkeys for secure login and is accessible on iOS, Android, and desktop devices, with a mobile-friendly website.
Customization and Branding
- Users on paid plans can personalize their branding and configure productivity tools to fit their specific needs. This includes setting up favorite links, smart checklists, and other custom features.
Pricing
- Clozio offers a Pro plan priced at $32 per user per month when billed annually, or $50 per month when billed monthly. This plan includes unlimited transactions and all features without additional costs.