Cloze Relationship Management

Cloze, Inc.

About this app

As featured in FastCompany, TechCrunch, Forbes, Entrepreneur, Inc. and the Wall Street Journal.

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 - your phone calls, text messages, every email back and forth, meetings, notes, files, social, and messages.

It's all organized for you - without any busy work.

FEATURES
• Smart AI to make sure you never miss an important follow-up
• One unified view of all your contacts and communication, with no data entry
• Email open tracking, templates, mail merge, and scheduled send
• Automatic reminders, next steps, and todos.
• Team collaboration and analytics

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

ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project and deal
• Calls and SMS: Automatically track your calls and text messages
• Files: Automatically link files to your contacts
• Notes: Automatically match notes to contacts
• Messages: Track your Slack conversations about your clients and customers
• Calendar: Meeting context at your fingertips
• Social: Twitter posts, Facebook page activity

UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
• Organized by when you last talked, first met, location and more

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

CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically
• Automatic reminders when it’s time to reach out to key contacts
• 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

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 an existing monthly or annual subscription.

Cloze is available on Android, iOS and web - your account works everywhere.

PRIVACY & SECURITY PLEDGE

• We won't spam your contacts
• We won't sell your information
• It's your information not ours

Ratings and reviews

Great app... Kind of. Doesn't work properly on Galaxy S8+. Many bugs. 1. Sometimes it won't start up. Just shows a white screen with a circle in the middle. 2. Text logging doesn't work. Imported everything fine, afterwards it only logs incoming texts. It also logged 1 of 4 outgoing mms screenshots sent. 3. Can't open calendar events in Office 365 Personal. It asks for a business or student account. Outlook comes with all versions, I also don't see why it doesn't use the Android Outlook app.

Using for 6 months now and it's really solid. It's the only crm I can find that syncs text messages from your mobile number and that's why I keep it. It's a little slow and clunky but I can live with that. I would give it 5 stars if they would just give us a calendar view OR sync tasks due, deal dates and reminders to google calendar. There's no way to have that top level day, week, month ahead view so you can't really plan with it. Shame. I've asked for it many times. No plans to do it. Sad.

Ive used it before and came back to it again after some years. I think this system does a lot for maintaining sanity around relationship management, projects, sales, and most everything in a professional services practice. I wish there were a way to integrate my task manager with it (Todoist) because its task management system is probably the weakest feature. I just paid in for a year and expect great things.

What's new

Version 2024.8
• Bug fixes and minor enhancements

Version 2024.6
• Automatically summarize your communication timelines using AI
• Use AI to create listing descriptions from property pictures
• Table view of contacts, deals, and listings on tablets
• Full-screen Kanban board view on tablets
• Analytics for automated campaigns
• Integrations with MoxiWorks, RealScout, MAXA Designs, and more