Cloze Relationship Management

Cloze Relationship Management

By Cloze

  • Category: Productivity
  • Release Date: 2013-02-19
  • Current Version: 2020.4
  • Adult Rating: 4+
  • File Size: 99.04 MB
  • Developer: Cloze
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.63692
4.63692
From 1,479 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

  • After trying all the CRMs out there: it’s Cloze

    5
    By MyFivesome
    CRMs: I’ve tried them all. After trying most other options, I decided to subscribe to Cloze , as it is the best for me. As a solo practitioner with three different active business, with different email addresses, deal types, clients, leads and prospects, Cloze gives me the ideal multi platform tool to bring it all together and make me VERY productive; a follow-up machine!
  • First impressions

    5
    By gajdienx
    Third day of work today. I am starting to see how having notes and links to email conversations can be helpful for closing more claims, keeping straight.
  • What a mess!

    2
    By Spinnaker093
    I have tried Cloze several times over the years and keep wondering why. This is not a very good system and there are so many better options available.
  • This is a dreadful app

    1
    By josephZL
    Be careful about getting trapped in this app. The developers seem more interested in trying to add clever new features than in fixing the multiple basic flaws that range from inbox losing old emails to attachments no longer being available to an incredibly complex way of emailing to lists to being unable to save attachments directly to whichever folder one choose to a myriad other basic functions that are essential for an email client. I regret having become trapped in this bunch of rubbish.
  • Can’t use without connecting everything

    1
    By dontlikethat1001
    If you don’t connect this to every thing you have it won’t even open the app
  • Good CRM

    3
    By Startgroup
    It is really innovative and I really came close to upgrading. My only issue was without the ability to search email it was not going to work. Our email is IMAP and I guess their software can’t search imap like other mail programs. Will try again when this is implemented. Great start though, I like what you’re building. Only reason for 3 stars is that is a necessity for businesses that manage multiple email domains. Thank you!
  • Love it!

    5
    By schorder77
    Perfect for our Non-profit ministry. Easy to use and customizable.
  • Sales Lifeline

    5
    By kan2wheel
    I’ve used this app for about 3 years. As an Outside Salesman working with homeowners and residential home builders I have a lot to keep track of and follow up to do. CLOZE really helps me stay on track and scheduled. I use follow up items daily and track my sales trends through the “Deals” feature. Like anything, it’s only as good as the information you input and you have to input religiously to get the most out of it. I’ve learned to add a persons name after an introduction and set them up in the system for sales now and later. I like using the delayed email feature too and know when a customer opens up my emails. Often, I will notice someone who reopens an email I sent months ago. When that happens, I like to call them or send a note to them touching base. This timing often leads to a new sales opportunity. The app is not not perfect but it’s been great for the most part and it does help to set me apart from other salespeople I compete against. I’d love to see CLOZE add a project management aspect to the app. It would help me schedule out action steps better if they did. Also, if I have multiple “Deals” with the same customer the app doesn’t do a great job of keeping details separated in specific information buckets. Information tends to bleed together too much. Searches for files and old emails are a breeze and probably one of the best features in the app.! Syncing of devices is very fast and I can flow from my phone to my iPad to my laptop seamlessly. If you want to be more organized and need more sales I recommend this app.
  • Easy implementation!!!

    5
    By TheAllmons
    Not much data entry needed. Very intuitive and got me selling vs learning a new CRM software. Love the mobile app and how Cloze tracks active sales opportunities. I’m hooked.
  • Intuitive and easy to use!

    5
    By Mhatanaka
    I’m a new real estate agent and before that I had no idea what CRM was. My office is small and they do not have a CRM for agents to use so I was left off without any tools. I tried many CRM softwares but as a complete beginner, I was very confused about how they worked. Until I found Cloze, it was so easy to use and very robust data tool. I was dreading input data from my phone to the software but Cloze did it automatically. It’s integrated into my phone, email and computer, so they’re updated simultaneously. I love how they stream lined and systematized everything for me so I can start making calls to my contacts right away! Also they’re customer support is really helpful. I’ve been recommending Cloze to all my friends!

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