Cloze Relationship Management

Cloze Relationship Management

By Cloze

  • Category: Productivity
  • Release Date: 2013-02-19
  • Current Version: 2023.10
  • Adult Rating: 4+
  • File Size: 163.49 MB
  • Developer: Cloze
  • Compatibility: Android, iOS 11.0
Score: 4.64301
4.64301
From 2,283 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, 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 • Create newsletters, listing descriptions, and email replies with built-in ChatGPT 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

Screenshots

Reviews

  • Keeps logging me out

    2
    By johnnyjohnjohn
    The service is fine but the app is frustrating. It continuously logs me out. Twice in the past hour. Previously I contacted the support team and their response was “it’s for security” and that was it. Fine, then offer a Face ID login or anything other than having to go through the full login process each time. And if it was for security then why doesn’t the web version log me out? It feels like it was a lazy response to a bug. The app will also lag and not sync. I will clear items and then they’ll all reappear a few moments later. This happens with high frequency. I’ll have to clear items several times before they actually clear and stop reappearing. I’ll also be reading or writing an email and it’ll suddenly refresh and kick me back to the general inbox The app is frustrating enough that I have been hunting for a better service for a while just to be done with the app
  • Buggy

    3
    By NadiaO
    If you use a filter, you then can't get out of the submenu. You have to quit the program, but the filter still doesn't work. Same with any of the submenus. Downloads of links don't seem to tell you where they go.
  • So worth it!

    5
    By Swaybelly
    A great personal CRM that will unlock your personal network!
  • Could us improvement

    3
    By Gokuvsichigo
    The app is buggy with things like texting through dialpad using templates, sometimes it'll bring up a text template for you to edit & send other times nothing, sometimes the text from template button isn't even there. Help desk may take over 8 hours to address your concern and may not resolve it. But I see how having your text, calls, and, emails for a specific contact logged in this format could be helpful. I just feel that not every functionality works as intended.
  • Everything thing in one place

    5
    By TreasureLifeNow
    Cloze is a lifesaver for me. I love the AI features and the fact that I can view everything via the mobile app. Having multiple connected apps in one place saves plenty of time.
  • Limited Options

    1
    By rt36931578
    This app has great potential but it is disappointing that it requires you to share your email password. It would be nice if there was a way to manually enter contacts instead of them pulling directly from your accounts.
  • Question

    3
    By Yaakov Jacobs
    How do you cancel your subscription if you’re not happy with the service?
  • Finally!

    4
    By rockermom1016
    This is one of the most useful apps I have found for my two businesses. It keeps track of emails, phone calls, notes, and text messages by contact without having to manually log everything which I don’t have time for. However, the cost is quite high. I have just started using this so I will have to see if the cost is worth it. But it is wonderful being able to see all of the interactions and notes about certain contacts in one place rather than opening and searching in multiple apps.
  • Can’t live without it

    5
    By ejose
    My company used another CRM tool, but I still pay for my own Cloze subscription to track my customer engagement. Having my email and phone history automatically updated for each contact is tremendously valuable to me. Having Close automatically recommend contact updates is also very valuable. It’s worth every penny.
  • Create software, needs some maintenance

    4
    By scarlson79
    I really like Cloze and the capabilities it provides, to include Gmail integration. One are that needs some attention is the performance and behavior of the app. I run the app on my iPhone and my 12.9” iPad Pro. On both devices the sync is a little slow at times and at other times its just fine. On the 12.9” iPad, on many of the screens the swipe actions are misplaced. I have to swipe about 2” below the action item in the menu to take the action. It works fine on my iPhone.

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