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

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.

I love this app! I'm in car sales and use this app as an additional CRM and it has been the perfect pairing for me. I can manage the frequency of my contacts and keep a great relationship with my customers after the sale and not lose track of clients who are soft prospects that aren't great at contacting me back. Can't recommend strongly enough for motivated sales people!

What can I say! Cloze is simply the best. It just works. Group or solo. I have tried many CRM's but Cloze is the real deal. You only need Cloze CRM keep track of everything. New and improved features coming on board regularly. Customer service and communication, prompt and professional. Keep up the great work guys!

What’s new

Version 2025.10
• Introducing Maia, your AI virtual assistant
• Book meetings on your calendar, with optional Zoom or Teams links
• Simplified stage and segment UI
• New app-wide color themes
• Various bug fixes