Real Estate Insiders Unfiltered Why 88% of Agent Conversations Never Make it to the CRM
Nov 12, 2025
Dan Foody, CEO and co-founder of Cloze, shares insights from his journey in developing an AI-driven platform for relationship management. He highlights that a staggering 88% of agent conversations never make it into CRMs, a major lost opportunity. The discussion covers how AI can help personalize outreach, the critical five-day window for lead response, and the importance of blending automation with personalized communication. Foody emphasizes that agents must evolve their strategies to compete with big players like Zillow by fostering genuine relationships.
AI Snips
Chapters
Transcript
Episode notes
Most Conversations Never Enter CRMs
- 88% of conversations agents have never make it into their CRM and so are lost to follow-up.
- Dan Foody calls this the core communication failure undermining long-term opportunity capture.
Auto-Ingest Communication Histories
- Capture communication histories automatically by mining email, texts, calls and chat instead of forcing manual data entry.
- Keep a shadow view of contacts so all past interactions are ready the moment an agent chooses to add someone formally.
Relationships Have Measurable Life Cycles
- Relationship strength waxes and wanes and can be measured from communication patterns over time.
- Dan explains AI can build pattern analyses to identify when relationships need outreach.