Case Study: Sotheby’s International Realty grows its real estate business with Cloze

How to use your sphere of influence to grow your real estate business

The customer, Sotheby’s International Realty agent Shirley Yoon, sought a CRM solution to help her manage her sphere of influence and nurture client relationships without losing personal, authentic touchpoints to administrative busywork. She needed a system that would prevent leads from slipping through the cracks and help her maintain consistent, valuable follow-up after transactions closed. She chose the Cloze platform to address these challenges for her real estate business.

The solution from Cloze utilized its AI-powered CRM to automatically capture leads from emails, track all communications, and manage a detailed follow-up plan. This eliminated manual data entry and provided smart reminders for emails and tasks, ensuring no client was forgotten. The result for the agent was a completely transformed business; Cloze enabled her to stay perfectly organized and on top of all leads and past clients, which significantly grew her business through referrals and strengthened relationships. She credits Cloze with changing her entire business and now advocates for it to her colleagues.

Sotheby’s International Realty

Shirley Yoon

Real Estate Broker