Why Cloze avoided the CRM label initially

Dan Foody, CEO and co-founder of Cloze, dives deep into the data behind agent communication failures. He reveals that 88% of conversations never enter the CRM, leading to massive lost opportunities. Dan explains his vision for the future, where AI uses customer data to identify what's important to them in the moment. He warns that agents risk losing their sphere to the "Zillows of the world" unless they master personalized outreach and transform their relationships into a sustainable differentiator.

Connect with Dan on LinkedIn.

Learn more about Cloze on X - Instagram - Facebook - LinkedIn - YouTube or online at ai.cloze.com.

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