Cloze Relationship Management

Cloze Relationship Management

By Cloze

  • Category: Productivity
  • Release Date: 2013-02-19
  • Current Version: 2019.1.1
  • Adult Rating: 4+
  • File Size: 77.69 MB
  • Developer: Cloze
  • Compatibility: Requires Android / iOS 9.0 or later.
Score: 4.5
4.5
From 1,818 Ratings

Description

"Best Personal Assistant I have ever used, and I've used them all." - @SealMaster_CO "Fantastic integration across multiple sources to create a single view of your relationships!" - SUJONEROPRJA "I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!" - Nicholas Hughes Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages. It's all organized for you - without any busy work. With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship. SMART AI • Understands action items and adds them to your Agenda (e.g. "Please review and get back to me by Friday.") • Automatically reminds you when it’s time to reach out to key people • Sees change to email signatures to update contacts • Automatically links agenda items to mentioned people and companies UNIFIED CONTACT MANAGEMENT • Brings all your contacts into one place • Automatically keeps contacts up-to-date PROFESSIONAL-CLASS EMAIL • Get reminded if you don’t receive a reply to an important email • Be notified when a recipient opens an email or clicks on a link you sent • Templates: Create and reuse template emails Share them across your team • Mail merge: Personalize email sent to many people at the same time • Scheduled send: Write your email now, have Cloze deliver it later • Built-in support for Do Not Contact and the GDPR • Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP CRM WITHOUT THE BUSY WORK • Track the activity around projects and deals automatically • Next steps: Automatic reminders of what's next for any deal • Add To-Dos to track things you have to get done • Agenda: one place to see all your meetings, reminders and follow-ups • Analytics: Pipeline, forecast, engagement, activity, and lead analytics ONE VIEW OF EVERYTHING • Emails: Automatically organizes mail by people, company, project and deal • Calls: Automatically log your calls (AT&T, Verizon, T-Mobile USA, Sprint, RingCentral) • Files: Automatically link files to your contacts (Dropbox, Drive, OneDrive, Slack) • Notes: Automatically match notes to contacts (Evernote, OneNote) • Messages: Track Slack messages about your clients and customers • Calendar: Meeting context at your fingertips (Google, Office365, Exchange, Outlook, iCloud) WORK AS A TEAM • One team-wide view of all communication for every deal and project • Always know who last talked to any customer, client, or prospect • Assign and track who's responsible for contacts, next steps and to-dos • Manage your all of your company's contacts, projects and deals in one place Cloze is free to use for contact management and as a basic email app. Additional features require a subscription to Cloze Pro, Cloze Business (Silver, Gold, or Platinum) and are available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase. Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew at the same price as the previous period unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. After purchase, your subscription may be managed, and auto-renewal turned off, in your App Store Account Settings. PRIVACY & SECURITY PLEDGE • We won't spam your contacts • We won't sell your information • It's your information not ours You can find our terms of service here: https://www.cloze.com/app/legal/terms And our privacy policy here: https://www.cloze.com/app/legal/privacy

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Screenshots

Reviews

  • Game changer

    5
    By PetRun
    I am so glad I found this app. Finally, I have the relief of feeling organized. I am an small business owner, doing all sales personally. With too much going on I kept missing things, which is costly. What I love: - Incredible level of automation and analysis - G-Suite integration - Evernote integration. Scanned a business card and the contact is immediately in the CRM. Ahh...😌 - Cell phone calling log integration - Advanced email tracking (who opened the email, on what device, where, what links they clicked and when) - The feature “remind me to contact this person if they do not respond to my email” - Customizable process structure and info fields - Very cool filters including “distance” to contact - and more! I am truly grateful for this product because it immediately made my life and my business better. Thank you, Cloze team! I hope you use my subscription money to keep on rocking! 🤘
  • Great for Speakers

    5
    By Yoram Solomon
    I’m a professional public speaker. I purchased this tool at the recommendation of other speakers. Since then, I have completely abandoned my mail apps in favor of Cloze. The Agenda feature is great, and I love the flexibility of the tool. Since I started, I upgraded to the business version and included an employee, who I share deals with. Best CRM tool for my needs. And I can’t say enough good things about the quality of service and technical support. Very responsive, professional, and generally nice.
  • The Absolute Worst Customer Service

    1
    By BC in LA
    I can’t even begin to express my disappointment with this app and their company. I have done my best to not write a review on here because I really hate to do that but I feel taken advantage of by this company. A CRM should make managing my contacts more efficient and organized. Cloze CRM has so many issues that I have spent countless amounts of time just to get it to work properly. Thanks to this app I barely stay in touch with my contacts anymore. I constantly have to reach out for support and not once have they either fixed the issue or offered some sort of resolution. I was a sucker and paid for a year in advance based on the features that were sold to me. All of those features do not work properly for me and as a result this CRM is basically worthless for my purposes. Worse yet, the company doesn’t seem to care. They got my money. Well, now I’m just trying to save someone else from going down the same mistaken path as me. Save your money people. I guess I probably will have to complain to Apple now too. It’s just more wasted time. I really hate to be negative but just want people to have an honest review!
  • Seriously...the best CRM ever

    5
    By 1smores
    There are no word to describe how awesomely impactful Cloze has been for me and my business. My only regret is not doing the homework to find them earlier.
  • Intuitive to use

    5
    By GChapsky
    Easy to set up and use, AI updates contacts, Great layout for companies and people
  • Pretty good

    4
    By CheckMate46
    The first day I used Cloze I searched for notes that I had used to contact a new customer. The new customer had delayed getting intouch with me so when he did finally reach put my memory had lapsed on why he would be a good new customer. Incredibly, I searched for his name and several items popped up. Honestly, I doubt I would have found them on my own. That was impressive. Why four stars? Because I don't understand what I can and can't do with Cloze. Do I just keep using my regular apps like Outlook, Fantastical, Evernote, etc.? Need training to have some confidence in this apparently remarkable app.
  • NOT FREE!!!!!!!!!

    4
    By cubphan1
    They tell you that it’s Free!! It’s Free for 2 weeks just enough time to get your contacts loaded up and you get comfortable using close. Then they tell you that you can use the product after your trial is done. They don’t tell you how much is left to use. They strip out All of the useful stuff
  • Just another app that goes to the mobile app cementery

    1
    By Constantinvs-III
    I was excited at first when I read the description of this app. I am a project manager and product owner of a multi-national media company and I manage people across the globe. From Hong Kong to Argentina. I thought I’d have in Cloze all my tools bundled into one app. Dream come true. Then when it came to connect my working tools to it, I was extremely disappointed to realize the only integrations they have are Google, Slack, Evernote and some TelCo carries. That is about 10% of the tools I use to manage my projects and CRM. I don’t see myself using it. At all. But did waste some time in downloading, configuring and thereafter realizing this is not what I need. And I just wasted a bunch of time.
  • On boarding process is a bit misleading!

    2
    By Gettingbetteratchessgame
    Cloze May have cool features that they advertise but beware once your trial is ending their system will say that the cost is only $16 a month to continue the service. Then once the trial ends their system will recommend a higher priced plan based on your feature usage. Most likely you will choose that plan, but later find out you will have to again upgrade to a higher monthly plan because the recommended plan didn’t include all the features used during the trial. This causes you to lose key features that you thought you got when upgrading the subscription. The process is a bit misleading so make sure you get the correct plan upfront so that you don’t lose a ton of data that was previously input into the CRM once you purchase the “recommended” plan...
  • Did I just get scammed???

    1
    By Topnizzle
    I was trying to set up Cloze and while connecting social media accounts felt like I was scammed into agreeing to a free trial that end briefly then automatically charges my account with an unspecified amount on a periodic basis. So it seems if I continued with set up I will be agreeing to a free trail and charged after trial was over I did not want to agree to a free trial or be charged for a subscription to anything. I want to just delete the app and go on about my business but I’m afraid I’m going to be receiving charges on my bank statement for a service I never used, understood, or even wanted to agree to.

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