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: iOS 9.0+
Score: 4.5
4.5
From 1,880 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

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Reviews

Pronoun Options

4
Hey so I work with a lot people who use various pronouns. It would be amazing to have a pronoun option in addition to the custom gender box (which is amazing by the way).
By damonnomad42

Great way to manage contacts (CRM)

5
We use Cloze as our primary form of recording contacts and staying in touch with our prospects. We particularly like the way it works so nicely on the phone and makes it easier to keep track of activities. It’s also worth mentioning that their support is responsive and effective. The extension they developed for browsers make it much easier to enter prospects into the database from their LinkedIn profile.
By Rannondale

Won’t open. Spinning circle never goes away

1
Perhaps they can make the app open. iPhone XR and new install. Very frustrating but I’m glad this is happening now and not after I uploaded all my data.
By Tim from va

Would love to use on the watch.

4
Love Cloze. Can we also have functions to use on the Apple Watch series 3 and above please. The fifth star is for being able to use on the Apple Watch once available. Thank you.
By AK621

Awesome!

5
This app is awesome. Great all in one mobile crm.
By cjaypeart

Just spins

1
I have made several efforts to get this app working, but no matter what I do it will not do anything but show a little circle spinning for an endless amount of time. I have looked for updates, deleted and reloaded, you name it. This app sounds promising but it just doesn’t seem to work at all. Any suggestions?
By sjjlm

这是我见到的最好用的CRM工具

5
过去十几年里,我用过好几个CRM工具,甚至有自己搭服务器的。但,这个Cloze最好用。原因只有一个:需要自己输入的东西少!
By Patrick Liang YuYang

Game changer

5
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! 🤘
By PetRun

Great for Speakers

5
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.
By Yoram Solomon

The Absolute Worst Customer Service

1
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!
By BC in LA

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