Case Study: Soleil Sotheby’s International Realty builds authentic client relationships with Cloze and ActivePipe

How one brokerage builds authentic client relationships with Cloze and ActivePipe

Soleil Sotheby’s International Realty, a premier real estate brokerage, needed to overcome intense industry competition and build lasting client relationships. They faced the challenge of managing a high volume of leads and maintaining consistent, valuable communication with prospects and clients over the long sales cycles typical in real estate. To address this, they turned to the vendor Cloze and its AI-powered relationship intelligence platform, alongside the marketing automation service ActivePipe.

The solution involved using Cloze to manage live flow, such as tracking interactions and providing a daily agenda for personalized follow-ups. ActivePipe was implemented to handle auto-flow through targeted email campaigns. This combination allowed the team to stay at the top of clients' minds with personalized, valuable communication. As a result, the brokerage won new business directly attributed to their flow management, with one client specifically citing the auto-flow as the reason for choosing them, and agents reported a more organized, less stressful, and highly effective process for managing relationships at scale.

Soleil Sotheby’s International Realty

Tamy Gluck

Owner