Clózr

📲 Clózr – All-in-One Real Estate CRM
Clózr is a real estate app designed to streamline, track, and close your sales process, from the first contact to the closing.
Centralize clients, properties, your calendar, metrics, and financing in one place, simply, visually, and powerfully.
Ideal for real estate agents who want to sell more, keep track of leads, and make data-driven decisions.

🔑 What can you do with Clózr?

1️⃣ Client Registration
Register all your leads, whether from online or offline channels, and keep them organized from the first contact.

2️⃣ Property Registration
Save all the properties you acquire, with their information ready to be linked to your clients.

3️⃣ Contacts
All registered clients are stored here. From this module, you can easily add them to the pipeline or delete them. 4️⃣ Sales Pipeline
Visualize your sales process in 5 stages.
Move your customers' cards according to their progress and, upon closing a deal, record:
Closing amount
Payment method
This automatically populates your metrics.

5️⃣ Customer Details
Within each customer, you can:
Add notes
Link properties of interest
Create reminders
Fill out the credit information request
View a complete history of all activities performed
6️⃣ Calendar
A calendar that displays all reminders created from the pipeline.
See your daily and upcoming tasks at a glance. 7️⃣ Dashboard (Metrics and Performance)
View key information such as:
Reminders, appointments, calls, and messages
Win rate
Sales channels
Reasons for rejection
Customer origin
Cumulative amount
Average time from entry to closing
Conversion rates
All filterable by the period of your choice.

8️⃣ My Portfolio
Quickly view all the properties you have registered.

9️⃣ Shared Real Estate Portal
Access properties that other agents have chosen to share within the app, expanding your offering without losing control.

10 Library
Find in one place:
Banking promotions and products
Template contracts
Welcome materials and advisor support
11 Loan
Simulate mortgage loans by entering:
Property price
Down payment
Interest rate
Get:
Estimated monthly payment
Notary fees
Opening fee
Insurance
Generate a PDF with all the information and requirements according to the profile:
PFAE
Salaries and wages