Cloze Relationship Management
by: Cloze, Inc. • 1.3K
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 - seamlessly synced across all your devices.
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.
ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project and deal
• Calls and SMS: Automatically log your calls and text messages (Android, RingCentral, and more)
• Files: Automatically link files to your contacts (Dropbox, Drive, OneDrive, Slack)
• Notes: Automatically match notes to contacts (Evernote, OneNote)
• Messages: Track your Slack conversations about your clients and customers
• Calendar: Meeting context at your fingertips (Google Calendar, Office365, Exchange, Outlook, iCloud)
• Social: Twitter posts, Facebook page activity
• 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
• Organized by when you last talked, first met, location and more
• 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
• Search for contacts the way you think
• Organize and find contacts and deals by keywords
• One place to search across Gmail, Google Calendar, Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote
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