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 iOS 9.0 or later.
Score: 4.5
4.5
From 1,743 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

Screenshots

Reviews

  • NOT FREE!!!!!!!!!

    1
    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.
  • Crazy bout it

    5
    By MI CASA FLORIDIAN
    Is just amazing great
  • Not social compliant

    2
    By Lorap68
    This app looks great and would be easy to use if it had an option to upload social contacts. It will pull your email contacts but I could not find the option to upload my social contacts...not even manually. Very disappointing. I tried to ask on the help page but got no where...
  • Amazing productivity boost!

    5
    By Njerps
    I’ve been using Cloze for over a year and I’m very happy with it. First, with most CRM tools, you have to start by entering a lot of data - Cloze starts by importing data from the tools you already use, like email, phone, social media, notes. It then helps keep the contact data updated, by checking email footers and other sources like data services. It also automatically links new communications like email, phone calls, notes to contacts. The system also tracks email details like whether my sent emails have been opened by the sender, reminds me when I’ve made a commitment in an email that I need to put in my calendar, and more. For pipeline, it uses a kanban board interface so I can see quickly where a prospect is in the pipe and next steps. One of my favorite features is search - I can do searches on all the indexed content from email, notes headers, phone, contact details like job, and more. I sometimes can’t recall names but can use other bits of data in a search to find contact names. It also supports prospecting tasks like outbound emailing, but I haven’t used that yet. Plus, the system gets better and better with regular new releases of functionality. Great work, Cloze!
  • Suprising power

    4
    By ChadAHall
    Don’t let the ugly and archaic UI fool you, this app is extremely powerful from a functionality standpoint. I tried about 20 different CRMs and none have this feature set. And shockingly it’s only $20/month for pro when all the others are $60/m or more. I’d really like to see Instagram DMs and Facebook messages incorporate. I wish that search pulled results from notes. I wish the sales pipeline had a functional Kansan view in mobile. I wish tags were listed without having to search. Definitely would like more customization options. And of course I’d love to see a sexy speak design (and in particular something done about the laborious settings menu). With all that said I’m very pleased and highly recommend. The more paying users they have the more I imagine the app will grow and improve.
  • My favorite

    5
    By Savoy Shopper
    I have used many different CRM’s in the past. I am a big fan of both functionality, simplicity and user friendliness of Cloze. I have enjoyed it so much I have made it my CRM on 4 separate start ups. This is not paid for by Cloze but any consideration in writing this for a special perk would not be turned down 😉.
  • Can’t get them off my phone

    1
    By zorrothelegend
    I’ve been trying for over year to get there app off my phone. It interferes every single day with the operation on my phone. They started out great but I can’t get any assistance or help.

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