Case Study: California Coast Escrow builds authentic relationships at scale with Cloze CRM

How Spencer Tuckett Uses Cloze CRM to Build Authentic Relationships at Scale

California Coast Escrow, an escrow company, needed a better way to manage its business development manager's high volume of client relationships to prevent opportunities from being missed. Spencer Tuckett was challenged with staying on top of numerous real estate agent contacts and ensuring consistent follow-up without letting anyone slip through the cracks, prompting the need for a solution from vendor Cloze.

The solution was implementing Cloze's CRM platform, which used artificial intelligence to automatically track all communications and organize contacts. Cloze's Agenda feature told Spencer exactly who to contact each day, while its Mail Merge and Snippets allowed for personalized communication at scale. The measurable impact for California Coast Escrow was the ability to maintain deep, authentic relationships with over 2,000 contacts in their sphere of influence, leading to exponential business growth through referrals and ensuring no prospective clients were lost.

California Coast Escrow

Spencer Tuckett

Business Development Manager