Cloze Pricing Explained (2026)
Cloze runs $17 to $42 per user annually across four tiers, and the features most people buy it for — campaign automation and generative AI — sit at the top and the bottom but not in the middle.
| Plan | Price | Billing | What you get |
|---|---|---|---|
| Cloze Pro | $17/mo | billed annually ($19.99 month-to-month), single user, 14-day free trial | Smart AI, one view of everything, business-grade email, unified contact management, custom fields, integrations, text syncing, templates, lead capture, campaign automation, marketing tools and generative AI |
| Business Silver | $21/user/mo | billed annually ($24.99 month-to-month), 14-day free trial | Everything in Pro plus team working, assigned responsibility, privacy management and team analytics |
| Business Gold | $29/user/mo | billed annually ($34.99 month-to-month), 14-day free trial | Everything in Silver plus smart custom fields, advanced integrations, text message syncing and partner tracking |
| Business Platinum | $42/user/mo | billed annually ($49.99 month-to-month), 14-day free trial | Everything in Gold plus matching engine, smart templates, lead capture, campaign automation, marketing mail, automatic newsletters, generative AI, lead routing, sub-team hierarchies, user archiving and enterprise controls |
| Concierge Service | $20/user/mo | add-on to any plan, $500/month minimum | Priority support, training and hands-on assistance |
The tier order is not a straight line
Cloze's four tiers look conventional — $17, $21, $29, $42 per user per month annually — and behave oddly.
Pro at $17 is a single-user plan that includes campaign automation, marketing tools, lead capture and generative AI.
Business Silver at $21 adds team working, assignment and privacy controls — and does not carry the marketing and AI features Pro has.
Business Gold at $29 adds smart custom fields, advanced integrations, text syncing and partner tracking.
Business Platinum at $42 restores campaign automation, marketing mail, newsletters, generative AI, lead routing and enterprise controls.
So a solo user on the cheapest plan has capabilities a team member on the $21 or $29 plan does not. That is unusual, and it is the single most important thing to understand before choosing.
What it means in practice
| You are | You need | Tier | Annual per user |
|---|---|---|---|
| Solo agent or advisor | Everything, individually | Pro | $204 |
| Small team, no marketing | Collaboration only | Silver | $252 |
| Team using SMS | Text syncing, integrations | Gold | $348 |
| Team doing campaigns | Marketing + collaboration | Platinum | $504 |
The uncomfortable row is the last one. A team that wants what a solo user gets for $17 pays $42 — a 147% premium for adding colleagues.
There is no path around it. If marketing automation and team functionality are both requirements, Platinum is the only tier that has both.
SMS puts real estate and advice on Gold
Text message syncing arrives at Business Gold.
Cloze's strongest markets are real estate and wealth management, and in both, SMS is a primary client channel. An agent who texts clients and needs those messages in the relationship record is on $29 minimum, not $21.
That is worth knowing before a trial, because Silver will feel adequate right up to the moment someone asks why the texts are missing.
The Concierge minimum is punishing below 25 users
Concierge — priority support, training, hands-on assistance — is $20 per user per month with a $500 monthly minimum.
| Users | Implied cost at $20 | Actual | Effective per user |
|---|---|---|---|
| 5 | $100 | $500 | $100 |
| 10 | $200 | $500 | $50 |
| 25 | $500 | $500 | $20 |
| 50 | $1,000 | $1,000 | $20 |
A ten-person team pays $6,000 a year for Concierge — more than their Gold licences cost. The service may well be excellent; the minimum makes it a product for larger deployments only.
Small teams should decline it and revisit at 25 users.
The real product is automatic capture
Cloze's differentiator is that it assembles the CRM from communication rather than from data entry. Email, calendar, calls and texts flow in automatically and become a relationship timeline nobody had to maintain.
For relationship-led businesses this addresses the fundamental failure mode of CRM: the data is only as good as the discipline of the people entering it, and that discipline never holds. Cloze removes the requirement.
At $17 to $42 a user, that is well priced against conventional CRMs where the same outcome depends on adoption programmes that mostly do not work.
The access question is not a price question
Making this work requires giving Cloze full access to your email and calendar. That is the mechanism; there is no partial version.
For a solo agent that is a personal decision. For a firm — particularly a regulated one in financial advice — it is an IT and compliance review, and it should happen before the trial rather than after everyone has fallen in love with the product.
No pricing tier changes this, and it is the most common reason Cloze deployments stall.
Annual billing is straightforwardly better
The discount is 18% to 19% at every tier: $17 against $19.99, $21 against $24.99, $29 against $34.99, $42 against $49.99.
On ten Gold seats that is $720 a year. Given the 14-day no-card trial is sufficient to establish whether automatic capture works on your mailbox, there is little reason to pay the monthly premium beyond the first month.
Who should buy it
Relationship-driven professionals and small firms — real estate agents, financial advisers, consultants, agencies — who want a CRM that maintains itself from email, calendar and text rather than from data entry. Pro at $17 for a solo user is excellent value; Gold at $29 is the practical team tier for anyone using SMS.
It suits badly teams that need both marketing automation and collaboration and will resent paying $42 for what a solo user gets at $17, small teams tempted by a Concierge add-on with a $500 floor, and organisations whose compliance posture will not permit full mailbox access. Check cloze.com for current rates and clear the email-access question internally before trialling.
What the pricing page doesn't show
- Campaign automation, marketing mail and generative AI appear on the single-user Pro plan and then again on Business Platinum — but not on Silver or Gold. A team that wants what Pro offers has to pay $42, double Silver's price, purely to get team functionality alongside it.
- The Concierge add-on carries a $500 monthly minimum. At $20 per user that implies 25 users before the per-seat rate is the operative number; smaller teams wanting Concierge pay $500 regardless — potentially more than their entire licence bill.
- Month-to-month billing costs 18–19% more at every tier. On a ten-seat Gold deployment that is $720 a year.
- Text message syncing is a Gold feature. Any team relying on SMS as a customer channel — common in real estate and financial advice, two of Cloze's core markets — is on $29 minimum, not $21.
- Cloze is deeply tied to your email and calendar. The value depends entirely on granting it full mailbox access, which is a real privacy and IT-approval consideration that no price captures.