Cloze Relationship Management

Cloze Relationship Management

By Cloze

  • App Category: Productivity
  • Release Date: 2013-02-19
  • Current Version: 2018.3.2
  • Adult Rating: 4+
  • File Size: 76.78 MB
  • Developer: Cloze
  • Compatibility: Android, iOS 9.0
App Ratings: 4.5
4.5
Based on 1,620 Reviews

Cloze Relationship Management App 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.")¹ • Automatically reminds you when it’s time to reach out to key people¹ • Sees change to email signatures to update contacts¹ • Automatically links agenda items to mentioned people and companies¹ 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 email¹ • Be notified when a recipient opens an email or clicks on a link you sent¹ • Templates: Create and reuse template emails¹ Share them across your team² • Mail merge: Personalize email sent to many people at the same time¹ • Scheduled send: Write your email now, have Cloze deliver it later¹ • Built-in support for Do Not Contact and the GDPR¹ • Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP CRM WITHOUT THE BUSY WORK • Track the activity around projects and deals automatically¹ • Next steps: Automatic reminders of what's next for any deal¹ • Add To-Dos to track things you have to get done¹ • Agenda: one place to see all your meetings, reminders and follow-ups¹ • Analytics: Pipeline, forecast, engagement, activity, and lead analytics² 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)¹ • Files: Automatically link files to your contacts (Dropbox, Drive, OneDrive, Slack)¹ • Notes: Automatically match notes to contacts (Evernote, OneNote)¹ • Messages: Track Slack messages about your clients and customers¹ • Calendar: Meeting context at your fingertips (Google, Office365, Exchange, Outlook, iCloud)¹ WORK AS A TEAM² • 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. ¹ Cloze Pro adds these features and is available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase. ² Your Cloze Pro subscription entitles you to all Cloze Business features. 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

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Cloze Relationship Management App Screenshots

Cloze Relationship Management App Reviews

  • Suprising power

    4
    By ChadAHall
    Don’t let the ugly and archaic UI fool you, this app is extremely powerful from a functionality standpoint. I tried about 20 different CRMs and none have this feature set. And shockingly it’s only $20/month for pro when all the others are $60/m or more. I’d really like to see Instagram DMs and Facebook messages incorporate. I wish that search pulled results from notes. I wish the sales pipeline had a functional Kansan view in mobile. I wish tags were listed without having to search. Definitely would like more customization options. And of course I’d love to see a sexy speak design (and in particular something done about the laborious settings menu). With all that said I’m very pleased and highly recommend. The more paying users they have the more I imagine the app will grow and improve.
  • My favorite

    5
    By Savoy Shopper
    I have used many different CRM’s in the past. I am a big fan of both functionality, simplicity and user friendliness of Cloze. I have enjoyed it so much I have made it my CRM on 4 separate start ups. This is not paid for by Cloze but any consideration in writing this for a special perk would not be turned down 😉.
  • Can’t get them off my phone

    1
    By zorrothelegend
    I’ve been trying for over year to get there app off my phone. It interferes every single day with the operation on my phone. They started out great but I can’t get any assistance or help.
  • If only I knew this 10 years ago

    5
    By BestQualityPrinting
    Only been using this app for two weeks and already seeing a lot of potential I wish I was start using this app along time ago.
  • Great concept. Needs work.

    2
    By bsbernie
    Great concept. Love the way you can connect all services such as ring central and outlook. Needs better user interface though. Would love to bulk edit items!
  • Naw

    2
    By Trying to make you fatter
    Awkward task managing, and lacks several features I had hoped for. Checking off items on the to do list is cumbersome, and it keeps going to “no next step” when there are many next steps. The agenda gets cluttered with spam, as does my email. Also, most of the 5 star reviews of this app are obviously fake and formulaic. They were nice to extend our trial period upon request.
  • Impressive

    4
    By scojohnson
    I went ahead and subscribed for a year - I’m an independent “hired gun” for government business development, long sales cycles and complex sales processes. I’m also alone in what I do, making something like SalesForce both too shallow and kind of overkill at the same time. I stumbled on this thing, had low expectations, but then it brought me back to the wonderful days of “Act!” - but modernized and on steroids. I’m loving this thing.
  • Best sales app ever

    5
    By donramonjr
    I love this app it kicks my but and motivates me to go after that sale!
  • Soooo close to being amazing

    4
    By joemsca
    This is by far the best and most comprehensive contact management app I have found. 4 stars because it is not perfect The one complaint I have is that the app has some stability issues... It crashes often and sometimes freezes (no matter which device I'm using) The pro account is quite expensive and I could only really recommend it if the stability issues are fixed... I hope the dev team reads this! Thanks
  • Support

    2
    By KenJinDC
    Ok, works well in theory, but I have had issues connecting, syncing, and searching. Should not be so difficult to work through, but cloze does NOT have immediate support, no phone, no online chat. You send an email and wait for a response. Hours later, usually does not answer the question, so you have to write back...you get it. Takes days and many emails in what should take 15 minutes. In my case, can’t get the search function to work on my email. HUGE negative. Waiting for an email to discuss how to make it work; still...

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