Your CRM finally sees everything.
Every conversation your AI agent has, every form fill, every booking: synced to your CRM as contacts, notes, and appointments, automatically.
LeadWe chatted about the house with the workshop. Still available?
AIIt is. Saturday at 10 is open if you want to see it again.
Nothing was retyped. The record arrived like this.
Tools that do not write back become inboxes you check.
Every new tool promises leads, then hands you another tab to watch. If it does not write to the CRM your team lives in, the follow-up falls through the crack between systems, and nobody notices until the deal closes with someone else. We treat your CRM as the destination, not an afterthought.
The moments it wins
The lead you re-typed for the third time
Website chat, form fill, text thread: the same person, three tools, zero records that agree. The sync matches on phone and email before it creates anything, so returning leads update the record they already have. One person, one record, no retyping.
Contact, note, and appointment in your CRMThe follow-up call with no context
The full conversation lands as a note on the contact, and the booking arrives as an appointment tied to that person, not a calendar orphan. You pick up the phone already knowing what they asked, what was said, and what happens next.
The month you cannot account for
Which page, form, sign, or campaign produced each lead rides along into the CRM, so the month adds up by source. Cloze and HubSpot connect natively today, kept current by us, and when someone asks to be forgotten, the erasure reaches the synced records too.
Source attached to the leadHow it works
Connect the CRM you use
Cloze and HubSpot connect today with a sign-in. If your CRM has an API, we can build the connection as part of your setup.
Every door writes back
Website chats, form submissions, SMS conversations, valuations, and bookings all flow to the same place.
Contacts arrive complete
Name, number, source, transcript, and appointment, attached to one person, not scattered across tools.
Your process stays yours
Your pipelines, your stages, your follow-up cadence. We deliver the lead complete; your system runs it from there.
It knows its scope.
An AI agent that speaks for your business has to know what is not its call. These rules are enforced by the platform, not written in a prompt and hoped for.
What it handles on its own
- Answers questions from the knowledge you approved, day and night
- Offers real times from your calendar and confirms the booking
- Captures the lead and writes everything to your dashboard and CRM
- Follows up on new leads the moment they arrive
What stays yours
- It always says it is an AI. No pretending to be you
- Texting respects quiet hours automatically, and STOP is honored instantly
- When it does not know, it says so and hands you the thread
- You can read any conversation and take over at any moment
Proven against a real production stack
This is not a roadmap item. The sync runs in production today, end to end, for a working real estate business.
- Live Cloze sync running in production for a real estate business
- HubSpot connection available with a sign-in
- Prospect feeds like SmartZip flow through to the CRM
- If it has an API or a sign-in, we can build into it
- Every booking logged in dollars on your dashboard
- Consent and TCPA handled for you
- Always discloses it’s an AI
- Take over any conversation by text, anytime
Questions, answered
- My CRM is not Cloze or HubSpot. Am I stuck?
- Probably not. If your CRM has an API, we can build the connection as part of your setup. Tell us what you run in the first call and we will tell you plainly what is possible.
- What exactly gets synced?
- Contacts with their source, conversation transcripts as notes, and booked appointments. You choose what flows and what stays out.
- Will it duplicate my existing contacts?
- The sync matches on phone and email before it creates anything, so returning leads update the record they already have.
- What happens if the CRM is down or a sync fails?
- Nothing is lost. Records queue and retry, and the dashboard keeps its own copy of every lead and conversation regardless.
- Who maintains the connection?
- We do. Connections are monitored, and when a sign-in expires you hear about it from us before it becomes a gap in your pipeline.
It is all one AI agent.
Everything on this page is the same AI agent we build for your real estate business. It answers your website, your forms, your listings, and your signs, and it writes everything back to your CRM. Start with one use case. Add the rest any time. One build, not six tools.