Dex vs Cloze (2026): Which CRM Fits Real Estate Agents and Networkers?

Dex and Cloze both promise relationship management without busywork, but they solve different problems. Dex is built around reminders, follow-ups, and keeping track of past interactions across LinkedIn, email, and messaging. Cloze started as a passive auto-logging CRM and has since gone all in on real estate: cloze.com now redirects to ai.cloze.com, which calls Cloze an "AI-Powered Real Estate Platform."

That makes this comparison matter most to two kinds of readers: real estate agents deciding where their sphere of influence and past clients should live, and anyone managing a personal or professional network who wants to know whether Cloze still fits them.

Dex and Cloze at a glance

Dex - $12 per month, paid annually

Dex is for people who want to stay in touch consistently. It remembers when and how to follow up, with interaction history pulled from connected tools like email, calendars, LinkedIn, and messaging apps.

In 2026, Dex's AI got better at understanding your relationships. It surfaces context from emails, calendars, and notes automatically, summarizes past interactions, and suggests ways to reach out.

Cloze - $17 per month, paid annually (Cloze Pro)

Cloze is for people who want everything logged automatically. Connect your email, phone, and calendar, and Cloze attaches calls and emails to the right contact record without data entry. Its roadmap is now built for real estate agents, teams, and brokerages, and the features agents care about most (text sync, anniversary tracking, listing matching, campaigns) sit on Business plans that cost $29 to $42 per user per month.

Dex vs Cloze: key differences and best use cases

Dex is a better fit if you:

• Are an agent who already has a lead CRM and wants a simple, separate place to nurture your sphere of influence and past clients

• Want LinkedIn sync and job change alerts (Cloze doesn't offer either)

• Manage a professional network (founders, investors, job seekers, MBA students) rather than a sales pipeline

• Want AI features like Copilot, AI Assist, and Messaging Dex included at $12/month

Cloze is a better fit if you:

• Run a real estate team or brokerage that needs lead routing, MLS listing matching, and native SkySlope or Dotloop integrations in one system

• Get Cloze through your brokerage (Compass, eXp, Windermere, Coldwell Banker and others are named partners)

• Want calls and texts logged from an iPhone or Android phone without a desktop app

Feature comparison at a glance

Dex vs Cloze for real estate agents

Most agents don't need one tool to do everything. They need a lead CRM for new business and a reliable way to stay in front of the people who already know them, since past clients and the sphere are where repeat and referral business comes from. Cloze tries to be both. Dex only does the second job, and it costs less to do it. See how Dex works as a real estate CRM for your sphere.

Where Cloze wins for agents

If your brokerage already pays for Cloze, start there. It plugs into the real estate stack in ways Dex doesn't try to: Zillow Premier Agent and other lead sources, MLS feeds through MLS Grid, Bridge, Trestle and Spark, SkySlope and Dotloop for transactions, and Dialpad or RingCentral for calls. Business Platinum adds listing matching, lead routing, campaign automation, and team hierarchies. Calls and texts are logged from your phone on iPhone or Android, which matters if you live in your car.

Where Dex wins for agents

For the relationship side of the business, Dex is cheaper and simpler. Below are common agent jobs, the Dex feature that handles each, and the Cloze tier you'd need for the same thing:

Price adds up quickly. A solo agent who wants text sync, house-iversaries, and partner tracking in Cloze needs Business Gold at $29/month billed annually, or $348 a year. Dex Premium covers the same jobs for $144 a year, and Professional (with Mail Merge, voice mode, and Zapier) is $240.

Dex sits next to your lead CRM rather than replacing it. When a deal closes in Follow Up Boss or your transaction software, a Zapier step can create the client in Dex, add them to a Past Clients group, and fill in the close date. We cover that setup, plus a weekly 20-minute follow-up routine, in the real estate agent's guide. If you're also weighing a lead CRM, see our Dex vs Follow Up Boss comparison.

Running a team? Dex is built for one agent's network. Rolodex, from the same team, gives a group a shared contact workspace and shows when a teammate has already reached out, so two agents don't call the same past client in one week. A brokerage that needs lead routing and compliance controls is better served by Cloze's Business plans.

Which offers more value?

Dex Premium is $12/month billed annually ($20 month to month) with unlimited contacts, notes, reminders, LinkedIn sync for up to 2,500 connections, Gmail and calendar integrations, text sync, and AI features included. Professional is $20/month billed annually and adds 9,000 LinkedIn connections, Outlook, Mail Merge, voice mode, and API and Zapier access. Both come with a 7-day free trial; a card is required to start it, and you aren't charged until it ends.

Cloze Pro is $17/month billed annually ($19.99 month to month) with a 14-day free trial and no card required. The catch is tier lockouts. Text sync, anniversary tracking, partner tracking, and integrations like Mailchimp and HubSpot sit on Business Gold at $29/user/month. Listing matching, lead capture, campaign automation, and AI newsletters need Business Platinum at $42/user/month, which works out to just over $500 a year per user.

For an individual, Dex includes the AI and integrations at the entry price. Cloze charges more at entry and keeps the features agents ask about one or two tiers up.

Choosing between Dex and Cloze

Choose Cloze if you're an agent whose brokerage provides it, or a team that wants lead routing, listing matching, and transaction integrations in one system. Choose Dex if you want a dedicated relationship layer for your sphere and past clients next to the lead CRM you already use, or if your network lives across LinkedIn, email, and messaging rather than in a real estate pipeline.

Both tools work, but they support different habits. The better choice is the one that matches how you already work, not the one with more features. If you're weighing other options, see how Dex compares to Orvo.

How Dex and Cloze handle relationship workflows

After setting up

Dex: Connect LinkedIn, Gmail, and calendar, and add iMessage or WhatsApp if you text clients; contacts and history flow in within minutes. Bring past transactions in with a CSV. Minimal cleanup once running.

Cloze: Connect email, phone, and calendar, and Cloze logs everything automatically. The density of auto-logged data creates noise. Multiple reviewers describe the interface as "too full of information," and the learning curve is steeper than most personal CRMs. Cloze's auto-merge has also been documented combining contacts it shouldn't, which matters if your network is too valuable to risk.

After meeting someone new

Dex: Add the contact (or scan their card at the open house), write a quick note, set a follow-up reminder. Full context surfaces when the reminder does.

Cloze: If you emailed or called them, Cloze logs it automatically. If you met them at a dinner party with no digital trail, you're entering it manually into a sales-shaped interface.

Tracking long-term relationships

Dex: Keep-in-touch reminders on your cadence, yearly reminders on custom dates like a close date, job change alerts when contacts move companies, and pre-meeting briefs before calls.

Cloze: Reach-out reminders based on fading communication frequency, plus anniversary celebrations on Business Gold. Good for active email and phone relationships, blind to everything happening on LinkedIn.

What's new in Dex (2026)

A few features (as of October 2026) worth knowing about if you're evaluating Dex against Cloze right now:

• Calls and texts count as touches. iMessage sync (beta, includes SMS) and WhatsApp sync update each contact's last-contact date, and Phone Call Sync does the same for calls through the Dex desktop app on a Mac.

• Connect Dex to Claude and ChatGPT. Dex supports MCP (Model Context Protocol), so AI assistants like Claude and ChatGPT can plug straight into your contacts and relationship data. Search contacts, log notes, set reminders, and organize your network through natural conversation.

• Mail Merge. Send personalized emails to up to 200 contacts from your own Gmail or Outlook, with optional AI-drafted lines (web only, Dex Professional).

• Voice mode. On Professional, voice mode lets you add a note after a showing by saying it instead of typing it.

• Custom fields on the contacts view. Surface fields like close date, neighborhood, or spouse right from the main contacts view.

Check our latest updates on the changelog page.

Where Cloze stands out

Cloze's passive data capture is the best in this category: emails, calls, texts, and meetings all land on the right contact record from your phone with zero effort. For agents, the real estate integrations (lead sources, MLS feeds, SkySlope, Dotloop) and brokerage deployments at firms like eXp, Windermere, and Compass are an advantage Dex doesn't try to match. For a deeper look, read our full Cloze CRM review.

Why Dex is the better personal CRM for most people

Both Dex and Cloze help you manage relationships. Dex is the stronger fit for individuals whose networks live across LinkedIn, email, and messaging, and for agents who want to nurture past clients and their sphere without paying for a brokerage platform. LinkedIn sync, job change alerts, included AI, and a $12/month price make it the better tool for founders, investors, job seekers, professional networkers, and solo agents.

Frequently asked questions

Is Dex better than Cloze?

For professional networking, and for agents who want a simple tool for past clients and their sphere, yes. Dex adds LinkedIn sync, job change alerts, and included AI features that Cloze either lacks or keeps on $29-42/user/month tiers. Cloze is better if you need a full real estate system with lead routing, MLS listing matching, and transaction integrations.

Is Cloze good for real estate agents?

Yes, especially at brokerages that deploy it. Cloze integrates with Zillow Premier Agent, MLS feeds, SkySlope, and Dotloop, and logs calls and texts from your phone. Most of the agent-specific features need Business Gold ($29/user/month) or Business Platinum ($42/user/month), not the $17 Pro plan.

Can I use Dex as a real estate CRM?

Use it as the relationship side of your business, not the lead side. Dex handles sphere-of-influence follow-up, past-client cadences, house-iversary reminders, referral partners, and pre-appointment prep. It has no lead routing, IDX website, drip campaigns, or transaction management, so most agents keep a lead CRM like Follow Up Boss and connect the two with Zapier.

Does Dex track calls and texts like Cloze?

Partly. iMessage sync (beta, includes SMS) and WhatsApp sync update each contact's last-contact date, so a text counts toward their Keep-in-Touch cadence. Phone Call Sync logs calls, but only through the Dex desktop app on a Mac. Cloze logs calls from iPhone and Android on Pro and adds text sync on Business Gold.

Does Cloze have a free plan?

Cloze offers a 14-day free trial (no credit card required). After the trial you're downgraded to a limited free tier covering basic contact management and email inbox; the full CRM requires Cloze Pro at $17/month billed annually.

Does Cloze sync with LinkedIn?

No. Cloze has no LinkedIn integration, which is a real gap for professional networking and for agents who want to know when a past client changes jobs or relocates. Dex syncs up to 9,000 LinkedIn connections on Professional (2,500 on Premium) and alerts you when contacts change jobs.

Can I switch from Cloze to Dex?

Yes. Export your contacts from Cloze and import the CSV into Dex. Dex deduplicates against contacts synced from LinkedIn, Gmail, and other sources.

Which is the better AI personal CRM?

Dex includes its AI features (Copilot, AI Assist, Messaging Dex, Dex Research, and MCP support for Claude and ChatGPT) from $12/month. Cloze's AI is increasingly built around real estate workflows, and its AI newsletters and campaign automation require the $42/user/month Business Platinum plan.

Related guides

• The real estate agent's guide to networking

• Dex vs Follow Up Boss comparison

• Cloze CRM review

• Dex vs Orvo comparison

• Dex vs Nimble comparison

• Dex vs folk comparison

• Finding the right personal CRM

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