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About Cloze Relationship Management

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 monthly or annual subscription.

Prices vary by location. Subscriptions will be charged to your credit card and will automatically renew unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period.

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

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Frequently Asked Questions(FAQ)

What is Cloze?

Cloze is a personal assistant for managing professional relationships that pulls information from various apps to create a unified view of every person and company.

What features does Cloze offer?

Cloze offers features such as smart AI for follow-up reminders, one unified view of contacts and communication, email open tracking, automatic reminders and todos, team collaboration and analytics.

How does Cloze's smart AI work?

Cloze's smart AI understands action items, reminds you to reach out to key people, updates contacts based on email signature changes, and links agenda items to mentioned people and companies.

What does "One view of everything" mean?

"One view of everything" means that Cloze automatically organizes emails, calls and SMS, files, notes, messages, calendar events, and social media activity related to your contacts, providing a comprehensive overview.

How does Cloze manage contacts?

Cloze brings all your contacts into one place, automatically keeps them up-to-date, and organizes them based on various criteria such as the last conversation, first meeting, location, and more.

What features does Cloze offer for email management?

Cloze offers features like email reminders, notification when an email is opened or a link is clicked, email templates, mail merge, and scheduled send.

How does Cloze simplify CRM?

Cloze simplifies CRM by automatically tracking activity around projects and deals, sending reminders for reaching out to key contacts, providing next steps for deals, allowing the addition of to-dos, and offering a centralized agenda and analytics.

Can Cloze be used for team collaboration?

Yes, Cloze provides a team-wide view of communication for deals and projects, allows tracking of responsibilities, and enables the management of company contacts, projects, and deals in one place.

What is the pricing for Cloze?

Cloze is free for basic contact management and as an email app. Additional features require a subscription to Cloze Pro or Cloze Business (Silver, Gold, or Platinum), which offers a 14-day free trial and can be subscribed on a monthly or annual basis.

Where is Cloze available?

Cloze is available on Android, iOS, and the web. You can access your account from any of these platforms.
author
Still Loving Cloze after almost four years! One Request. 1. Some Offline Abilities (e.g. Email Draft Creation) - Cloze is completely useless in airplane mode. Thank You!!
A Google user
author
Fantastic. I tried at least 10 CRMs. This was the best hands down. I'm back in Oct 2020
John Cesta
author
Absolutely brilliant. Saves time, increases effective processes.
Christine Dahl
author
I am loving how this app is helping me stay organized and in touch with clients.
Liz de Nesnera
author
Excellent program. Helped me increase my donor base in the first week.
Steven Mills
author
Exceptional!!! I love it a blessing for all business owners!!! I find it a little expensive though...
Zain Khan