Cloze Relationship Management

Version 2020.1 • New "Focused" view for contacts lets you keep you most important contacts separate from the rest. • Search, view, and match real estate MLS listings to your clients • Draw an area on a map to narrow the location for listing matching • Buyer profile matching criteria can be more fine grained • Edit tags inline (iPad) Version 2019.4 • Custom fields references • Collapsable sections in profile view • Radius based matching • Support for Sign in with Apple • Auto-advance for next steps • New agenda filtering options • Pre-assign role when sending team invites Version 2019.3 • All new Agenda design • Week in Review is now part of the Agenda • Mail merge and template analytics • Selective export and mailing label generation • New privacy controls for per-stage privacy • Copy and reset team administrative roles • Dark Mode can be switched on (or off) in settings • MailChimp integration Version 2019.2 • Calculated custom fields, derived ranges, and % formatted fields • Customizable metrics for dashboards, with period-over-period changes • New formatting options when composing emails • Send personal segment customizations to team • "When They Went Quiet" sort • Include team results in "re" searches • Better stability when WiFi or cellular signal is spotty • SSO support for login

Version 2020.10 • Create lead ponds that allow team members to compete for leads • Request assignment of leads from other team members • Create conditional text in templates by language, country, locale, or custom field • Create a short alternative email signature when replying or forwarding • Script lead processing to automatically extract custom information from lead email notifications • Easily edit and update scheduled emails • Sort contacts by upcoming birthdays Version 2020.9 - New Template Library • Manage all types of templates in one place • Create templates for texts, call scripts, emails, and snippets • Easily share and manage templates for your team • Team members can refine shared templates to make them their own • Quickly find templates with new template search • Include attachments in your templates • Create reusable snippets - text and images you can insert in any message or template Version 2020.4 • Show which contacts are new • Show people that have done inquiries, viewings, etc. for deals, projects and listings • Customize mail merge message per recipient • Add spouses and other related people to mail merge recipients • Schedule mail merges to be sent later • Delegate access to your Cloze account to another Cloze user • Log postal mail to track all interactions with people • Dotloop integration Version 2020.1 • New "Focused" view for contacts lets you keep your most important contacts separate from the rest. • Search, view, and match real estate MLS listings to your clients • Draw an area on a map to narrow the location for listing matching • Buyer profile matching criteria can be more fine grained • Edit tags inline (iPad)

Version 2020.4 • Show which contacts are new • Show people that have done inquiries, viewings, etc. for deals, projects and listings • Customize mail merge message per recipient • Add spouses and other related people to mail merge recipients • Schedule mail merges to be sent later • Delegate access to your Cloze account to another Cloze user • Log postal mail to track all interactions with people • Dotloop integration Version 2020.1 • New "Focused" view for contacts lets you keep you most important contacts separate from the rest. • Search, view, and match real estate MLS listings to your clients • Draw an area on a map to narrow the location for listing matching • Buyer profile matching criteria can be more fine grained • Edit tags inline (iPad) Version 2019.4 • Custom fields references • Collapsable sections in profile view • Radius based matching • Support for Sign in with Apple • Auto-advance for next steps • New agenda filtering options • Pre-assign role when sending team invites Version 2019.3 • All new Agenda design • Week in Review is now part of the Agenda • Mail merge and template analytics • Selective export and mailing label generation • New privacy controls for per-stage privacy • Copy and reset team administrative roles • Dark Mode can be switched on (or off) in settings • MailChimp integration

Version 2020.9 - New Template Library • Manage all types of templates in one place • Create templates for texts, call scripts, emails, and snippets • Easily share and manage templates for your team • Team members can refine shared templates to make them their own • Quickly find templates with new template search • Include attachments in your templates • Create reusable snippets - text and images you can insert in any message or template Version 2020.4 • Show which contacts are new • Show people that have done inquiries, viewings, etc. for deals, projects and listings • Customize mail merge message per recipient • Add spouses and other related people to mail merge recipients • Schedule mail merges to be sent later • Delegate access to your Cloze account to another Cloze user • Log postal mail to track all interactions with people • Dotloop integration Version 2020.1 • New "Focused" view for contacts lets you keep your most important contacts separate from the rest. • Search, view, and match real estate MLS listings to your clients • Draw an area on a map to narrow the location for listing matching • Buyer profile matching criteria can be more fine grained • Edit tags inline (iPad)

Version 2020.9.1 • Bug fixes and minor improvements Version 2020.9 - New Template Library • Manage all types of templates in one place • Create templates for texts, call scripts, emails, and snippets • Easily share and manage templates for your team • Team members can refine shared templates to make them their own • Quickly find templates with new template search • Include attachments in your templates • Create reusable snippets - text and images you can insert in any message or template Version 2020.4 • Show which contacts are new • Show people that have done inquiries, viewings, etc. for deals, projects and listings • Customize mail merge message per recipient • Add spouses and other related people to mail merge recipients • Schedule mail merges to be sent later • Delegate access to your Cloze account to another Cloze user • Log postal mail to track all interactions with people • Dotloop integration Version 2020.1 • New "Focused" view for contacts lets you keep your most important contacts separate from the rest. • Search, view, and match real estate MLS listings to your clients • Draw an area on a map to narrow the location for listing matching • Buyer profile matching criteria can be more fine grained • Edit tags inline (iPad)

Version 2021.11 • Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once. • Campaign Automation – Trigger campaigns based on email recipient behavior, and more. • Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access. • DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature. Version 2021.7 • Campaign Automation - Create drip campaigns and much more • Audiences - Easily group contacts into different audiences with custom criteria • Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds) • Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline • Multilingual Templates - Easily translate templates that can be sent to recipients in different languages Version 2021.2 • Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account • DialPad support - Integrate DialPad calls and texts into Cloze • Calendly support - Easily include single-use booking links in your email, templates, and signature Version 2020.10 • Create lead ponds that allow team members to compete for leads • Request assignment of leads from other team members • Create conditional text in templates by language, country, locale, or custom field • Create a short alternative email signature when replying or forwarding • Script lead processing to automatically extract custom information from lead email notifications • Easily edit and update scheduled emails • Sort contacts by upcoming birthdays

Version 2021.2 • Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account • DialPad support - Integrate DialPad calls and texts into Cloze • Calendly support - Easily include single-use booking links in your email, templates, and signature Version 2020.10 • Create lead ponds that allow team members to compete for leads • Request assignment of leads from other team members • Create conditional text in templates by language, country, locale, or custom field • Create a short alternative email signature when replying or forwarding • Script lead processing to automatically extract custom information from lead email notifications • Easily edit and update scheduled emails • Sort contacts by upcoming birthdays Version 2020.9 - New Template Library • Manage all types of templates in one place • Create templates for texts, call scripts, emails, and snippets • Easily share and manage templates for your team • Team members can refine shared templates to make them their own • Quickly find templates with new template search • Include attachments in your templates • Create reusable snippets - text and images you can insert in any message or template Version 2020.4 • Show which contacts are new • Show people that have done inquiries, viewings, etc. for deals, projects and listings • Customize mail merge message per recipient • Add spouses and other related people to mail merge recipients • Schedule mail merges to be sent later • Delegate access to your Cloze account to another Cloze user • Log postal mail to track all interactions with people • Dotloop integration

Version 2021.7 • Campaign Automation - Create drip campaigns and much more • Audiences - Easily group contacts into different audiences with custom criteria • Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds) • Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline • Multilingual Templates - Easily translate templates that can be sent to recipients in different languages Version 2021.2 • Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account • DialPad support - Integrate DialPad calls and texts into Cloze • Calendly support - Easily include single-use booking links in your email, templates, and signature Version 2020.10 • Create lead ponds that allow team members to compete for leads • Request assignment of leads from other team members • Create conditional text in templates by language, country, locale, or custom field • Create a short alternative email signature when replying or forwarding • Script lead processing to automatically extract custom information from lead email notifications • Easily edit and update scheduled emails • Sort contacts by upcoming birthdays Version 2020.9 - New Template Library • Manage all types of templates in one place • Create templates for texts, call scripts, emails, and snippets • Easily share and manage templates for your team • Team members can refine shared templates to make them their own • Quickly find templates with new template search • Include attachments in your templates • Create reusable snippets - text and images you can insert in any message or template

Version 2022.06 • Redesigned template library with 25+ new Marketing Mail features • Create projects from campaign automation and 10+ other new campaign features • "Out of office" automated campaigns to delegate or personalize responses by client • Redesigned Agenda with faster loading and extensive customization • Interactive email signature designer • Visual data import mapper • New integrations: Twilio, BombBomb, SkySlope, and more Version 2021.11 • Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once. • Campaign Automation – Trigger campaigns based on email recipient behavior, and more. • Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access. • DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature. Version 2021.7 • Campaign Automation - Create drip campaigns and much more • Audiences - Easily group contacts into different audiences with custom criteria • Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds) • Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline • Multilingual Templates - Easily translate templates that can be sent to recipients in different languages Version 2021.2 • Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account • DialPad support - Integrate DialPad calls and texts into Cloze • Calendly support - Easily include single-use booking links in your email, templates, and signature

Version 2022.9 • Sort Inbox purely by time or by person • Change width of Inbox message list column on iPad • Snooze many items at once on the Agenda • Show or hide app sections to customize the UI • Separate automatic and manually created contacts • Many campaign automation enhancements • Universal Control and Magic Keyboard support on iPad Version 2022.6 • Redesigned template library with 25+ new Marketing Mail features • Create projects from campaign automation and 10+ other new campaign features • "Out of office" automated campaigns to delegate or personalize responses by client • Redesigned Agenda with faster loading and extensive customization • Interactive email signature designer • Visual data import mapper • New integrations: Twilio, BombBomb, SkySlope, and more Version 2021.11 • Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once. • Campaign Automation – Trigger campaigns based on email recipient behavior, and more. • Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access. • DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature. Version 2021.7 • Campaign Automation - Create drip campaigns and much more • Audiences - Easily group contacts into different audiences with custom criteria • Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds) • Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline • Multilingual Templates - Easily translate templates that can be sent to recipients in different languages

Version 2023.10 • New profile design with infinite scrolling timeline and inline expansion • Create advanced filters and dynamic audiences • Updated design with new common actions button and simpler bulk operations • Create multi-step drip campaigns with a single prompt using ChatGPT • Use generative AI to create personal bios • Create multi-language newsletters that automatically send in the client's language. • Use Passkeys for passwordless login and 2-factor authentication Version 2023.4 - Cloze’s built-in support for ChatGPT is here: • Create new emails on any topic you choose • Write email replies for you • Edit content for style and tone • Author complete newsletters on any topic in seconds • Craft compelling listing descriptions Version 2022.9 • Sort Inbox purely by time or by person • Change width of Inbox message list column on iPad • Snooze many items at once on the Agenda • Show or hide app sections to customize the UI • Separate automatic and manually created contacts • Many campaign automation enhancements • Universal Control and Magic Keyboard support on iPad Version 2022.6 • Redesigned template library with 25+ new Marketing Mail features • Create projects from campaign automation and 10+ other new campaign features • "Out of office" automated campaigns to delegate or personalize responses by client • Redesigned Agenda with faster loading and extensive customization • Interactive email signature designer • Visual data import mapper • New integrations: Twilio, BombBomb, SkySlope, and more

Version 2023.4 - Cloze’s built-in support for ChatGPT is here: • Create new emails on any topic you choose • Write email replies for you • Edit content for style and tone • Author complete newsletters on any topic in seconds • Craft compelling listing descriptions Version 2022.9 • Sort Inbox purely by time or by person • Change width of Inbox message list column on iPad • Snooze many items at once on the Agenda • Show or hide app sections to customize the UI • Separate automatic and manually created contacts • Many campaign automation enhancements • Universal Control and Magic Keyboard support on iPad Version 2022.6 • Redesigned template library with 25+ new Marketing Mail features • Create projects from campaign automation and 10+ other new campaign features • "Out of office" automated campaigns to delegate or personalize responses by client • Redesigned Agenda with faster loading and extensive customization • Interactive email signature designer • Visual data import mapper • New integrations: Twilio, BombBomb, SkySlope, and more Version 2021.11 • Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once. • Campaign Automation – Trigger campaigns based on email recipient behavior, and more. • Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access. • DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.

Version 2024.10 • Bug fixes and minor enhancements Version 2024.8 • Bug fixes and minor enhancements Version 2024.6 • Automatically summarize your communication timelines using AI • Use AI to create listing descriptions from property pictures • Table view of contacts, deals, and listings on iPad • Full-screen Kanban board view on iPad • Analytics for automated campaigns • Integrations with MoxiWorks, RealScout, MAXA Designs, and more Version 2023.10 • New profile design with infinite scrolling timeline and inline expansion • Create advanced filters and dynamic audiences • Updated design with new common actions button and simpler bulk operations • Create multi-step drip campaigns with a single prompt using ChatGPT • Use generative AI to create personal bios • Create multi-language newsletters that automatically send in the client's language. • Use Passkeys for passwordless login and 2-factor authentication

Version 2024.6 • Automatically summarize your communication timelines using AI • Use AI to create listing descriptions from property pictures • Table view of contacts, deals, and listings on iPad • Full-screen Kanban board view on iPad • Analytics for automated campaigns • Integrations with MoxiWorks, RealScout, MAXA Designs, and more Version 2023.10 • New profile design with infinite scrolling timeline and inline expansion • Create advanced filters and dynamic audiences • Updated design with new common actions button and simpler bulk operations • Create multi-step drip campaigns with a single prompt using ChatGPT • Use generative AI to create personal bios • Create multi-language newsletters that automatically send in the client's language. • Use Passkeys for passwordless login and 2-factor authentication Version 2023.4 - Cloze’s built-in support for ChatGPT is here: • Create new emails on any topic you choose • Write email replies for you • Edit content for style and tone • Author complete newsletters on any topic in seconds • Craft compelling listing descriptions

Version 2024.8 • Bug fixes and minor enhancements Version 2024.6 • Automatically summarize your communication timelines using AI • Use AI to create listing descriptions from property pictures • Table view of contacts, deals, and listings on iPad • Full-screen Kanban board view on iPad • Analytics for automated campaigns • Integrations with MoxiWorks, RealScout, MAXA Designs, and more Version 2023.10 • New profile design with infinite scrolling timeline and inline expansion • Create advanced filters and dynamic audiences • Updated design with new common actions button and simpler bulk operations • Create multi-step drip campaigns with a single prompt using ChatGPT • Use generative AI to create personal bios • Create multi-language newsletters that automatically send in the client's language. • Use Passkeys for passwordless login and 2-factor authentication Version 2023.4 - Cloze’s built-in support for ChatGPT is here: • Create new emails on any topic you choose • Write email replies for you • Edit content for style and tone • Author complete newsletters on any topic in seconds • Craft compelling listing descriptions

Version 2025.1 • Goal tracking with real-time updates and adaptive pacing • Multi-layer customization allows the company, teams, and individuals each to customize the app in a single setup • Track deal progress with a mix of tasks and milestones in one combined journey Version 2024.10 • Bug fixes and minor enhancements Version 2024.6 • Automatically summarize your communication timelines using AI • Use AI to create listing descriptions from property pictures • Table view of contacts, deals, and listings on iPad • Full-screen Kanban board view on iPad • Analytics for automated campaigns • Integrations with MoxiWorks, RealScout, MAXA Designs, and more

Version 2025.6 • General Improvements: Export specific columns in table view and sort dates by either anniversary or exact date. • Marketing Improvements: Customizable link styles, vertical bars between columns, separate alignment controls for mobile, archiving, and HTML template export. • Campaign Improvements: Wait until specific day of month, change next steps within campaigns, and schedule emails so they can be edited before automatically sent. • Enterprise Improvements: Core services promotion, dynamic campaign branching, tag and pick list campaigns, and much more. Version 2025.1 • Goal tracking with real-time updates and adaptive pacing • Multi-layer customization allows the company, teams, and individuals each to customize the app in a single setup • Track deal progress with a mix of tasks and milestones in one combined journey Version 2024.10 • Bug fixes and minor enhancements Version 2024.6 • Automatically summarize your communication timelines using AI • Use AI to create listing descriptions from property pictures • Table view of contacts, deals, and listings on iPad • Full-screen Kanban board view on iPad • Analytics for automated campaigns • Integrations with MoxiWorks, RealScout, MAXA Designs, and more

Version 2025.9 • Introducing Maia, your AI virtual assistant • Real-time transcription of in-person meetings • Create meeting minutes and action items from transcripts • Book meetings on your calendar, with optional Zoom or Teams links • Simplified stage and segment UI • New app-wide color themes Version 2025.6 • General Improvements: Export specific columns in table view and sort dates by either anniversary or exact date. • Marketing Improvements: Customizable link styles, vertical bars between columns, separate alignment controls for mobile, archiving, and HTML template export. • Campaign Improvements: Wait until specific day of month, change next steps within campaigns, and schedule emails so they can be edited before automatically sent. • Enterprise Improvements: Core services promotion, dynamic campaign branching, tag and pick list campaigns, and much more. Version 2025.1 • Goal tracking with real-time updates and adaptive pacing • Multi-layer customization allows the company, teams, and individuals each to customize the app in a single setup • Track deal progress with a mix of tasks and milestones in one combined journey Version 2024.10 • Bug fixes and minor enhancements

Version 2026.3 • Refreshed interface design throughout the app • New 2-column table and kanban design for easier browsing and filtering (iPad) • Map view for properties, with easy ability to search and browse by location • Card view that highlights the photo and key features of properties • Expanded Maia AI with improved controls and transcription • Deep integration of marketing and transaction management apps into the user experience Version 2025.9 • Introducing Maia, your AI virtual assistant • Real-time transcription of in-person meetings • Create meeting minutes and action items from transcripts • Book meetings on your calendar, with optional Zoom or Teams links • Simplified stage and segment UI • New app-wide color themes Version 2025.6 • General Improvements: Export specific columns in table view and sort dates by either anniversary or exact date. • Marketing Improvements: Customizable link styles, vertical bars between columns, separate alignment controls for mobile, archiving, and HTML template export. • Campaign Improvements: Wait until specific day of month, change next steps within campaigns, and schedule emails so they can be edited before automatically sent. • Enterprise Improvements: Core services promotion, dynamic campaign branching, tag and pick list campaigns, and much more.

Version 2026.5 • Bug fixes and minor enhancements Version 2026.3 • Refreshed interface design throughout the app • New 2-column table and kanban design for easier browsing and filtering (iPad) • Map view for properties, with easy ability to search and browse by location • Card view that highlights the photo and key features of properties • Expanded Maia AI with improved controls and transcription • Deep integration of marketing and transaction management apps into the user experience Version 2025.9 • Introducing Maia, your AI virtual assistant • Real-time transcription of in-person meetings • Create meeting minutes and action items from transcripts • Book meetings on your calendar, with optional Zoom or Teams links • Simplified stage and segment UI • New app-wide color themes