Cloze is a contact automation and meeting log tool that pulls from apps to automatically create one view of every person and company - all their contact details, their complete history - every email back and forth, phone calls, meetings, notes on Evernote, documents exchanged and interactions on LinkedIn, Facebook, and Twitter. Cloze even grabs email signatures so contact data is always up-to-date.
$17
per month billed annually
kvCORE
Score 8.1 out of 10
N/A
The kvCORE platform is described by the vendor, Inside Real Estate in Draper, as a next-gen solution for modern brokerages and enterprises to run their entire business on one platform.
Cloze makes automatic decisions that often make no sense and you don't discover those mistakes unless it's too late. I would prefer Cloze to be less "Intelligent" and prompt the user more often to make specific decisions. Cloze is a good tool as an email system with great analytics on the contacts and on the emails. The user interface is far too full of information, it’s too much not to be distracted. It would be great if it was simplified. I do not recommend it as a Sales CRM because it’s very complicated to manage the deals and the contacts involved in every deal. Cloze needs a total and profound refurbishment.
I can't name one thing I like about using kvCORE. It has so many moving parts. This was what was offered by my brokerage & the training is all via long online prerecorded training sessions. I gave them many hours before I decided it would be more advantageous to take my leads & not use any part of kvCORE.
Effortlessly keeps me in touch with my leads- kvCORE automatically sends texts and emails to my leads when they favorite a property, begin their search again, or sign up on my site. It also calls me to directly connect to any new leads that I haven't yet contacted. I don't even have to think about it or schedule it, kvCORE automatically does it all for me.
Effortlessly generates leads for me- with the squeeze page feature, all I have to do is copy and paste my customized direct link into my ads and kvCORE does the rest for me. It prompts the person for their contact info, sends them homes in the area and price range that is similar to the ad they clicked on, lets me know that I have a new lead, and automatically texts them from "me" thanking them for visiting my page and letting them know they can contact me with any questions. If they don't respond, kvCORE then calls me to automatically connect me with the lead to make sure that no one falls through the cracks.
Helps me to effortlessly stick to a daily schedule- kvCORE keeps me on schedule by giving me tasks to complete each day to be sure I'm staying in contact with my leads. All I have to do is login, click on my notifications at the top and follow the instructions. Call this lead....add a search alert for this lead.....add a market report for this lead....it makes it so easy to stay on task!
Literally everything. I think their free websites are terrible. Good luck getting it to pop up well on a google search.
In my experience, their campaigns are useless on their own.
In my opinion, Support is terrible
Emails lack options to add attachments
System doesn’t remove duplicate clients
In my experience, when you transfer a lead, they will keep getting the previous agents campaigns. I think this is super confusing for consumer and terrible for agents since you need to constantly babysit kvCORE.
It doesn't deserve a zero because you can access contacts and get reminders to contact them. In my experience, you can not use the system for proper communication with both prospects and their spouses.
The ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.
I have not used support for myself, but my team has to upload contacts into the Smart CRM. Since there are specific categories used in kvCORE, the template is very important to make sure they match and can be reconciled. The team members who used support were very excited to have their help.
They don't, they say they are a personal contact manager but I believe they are wanting large companies that have their own IT Departments as they don't really offer that good of support in my opinion and they do not have phone support. I wouldn't recommend this software to anyone for personal or business.
kvCORE has a better looking IDX website and claims to have many more features and customization options. In my opinion, the problem is that the kvCORE system doesn't function well, if at all, and as far as customization in reality you can't even get it customized enough to make it function at the most basic level. Firepoint was far superior in all functional aspects and they never took our website offline over 5 years time where kvCORE seems to do so every month or so.
We haven't converted any leads yet, out of about 800 total leads. But it's a tough market. And FB leads just suck in general. The reported cost per lead in kvCORE is artificially low since the number of leads it tracks is much higher than actual conversions. Their support says this is due to duplicates, but I consistently track about a 30% overreporting due to duplicates, which is unreasonably high.
Super high perceived value to our agents. They love kvCORE and love that we 1 on 1 help them set it up and use it. I think this 1 on 1 support is the key, but it wouldn't be possible without a great system.
The efficiencies of the system have dramatically reduced our operational time to onboard new agents. We used to go through a long process to create and set up new websites for agents. Now it takes about 5 minutes to get a new agent going with kvCORE, and a website live!
