Cloze Relationship Management
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Cloze Relationship Management

www.cloze.com
4.2(

70 ratings

)
5,000 users
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Overview

The no-work way to see everything about your contacts in one place. Email, phone calls, meetings, notes, follow-ups and social.

Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag. 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 -- without the hassle of CRM 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, your meetings, your notes on Evernote, documents you exchanged and your interactions on LinkedIn, Facebook, and Twitter. We’ll even grab email signatures so your contacts are always up-to-date. It's all organized for you - by contact, company and meeting - without any busy work. With everything in one place, Cloze can put advanced data science to work for you. 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. Cloze organizes by companies too - without any setup. See your complete interaction history with any company, automatically in one place: contacts, email, meetings, phone calls, notes, documents and social media too. There’s no data entry - Cloze is the automatic way to remember everyone. FEATURES Contact Management: - Automatically keep contacts up-to-date - Store all your contacts from email, meetings and social in one place - Search for contacts the way you think (“VPs in the Big Apple”, “marketers at IBM”) - Sort contacts by when you first met, when you last talked, and distance from you - Organize people you want to track with custom lists - Support for iPhone/iPad, email, and social contacts - See every interaction you've had with a contact automatically - Personal CRM that's always up-to-date Social Media: - Connect Facebook, Twitter and LinkedIn - Schedule shares and retweets to be posted later - Mute people temporarily - Reorder who you see first with a simple drag gesture - Social CRM that cuts out the noise from social media Email: - New! Sort email by time or by how important the sender is to you - Archive or delete all your junk/bulk mail in a single swipe - Bookmark any message so you don’t forget to follow-up later - Supports Gmail, iCloud, Microsoft Exchange, Outlook, Yahoo!, AOL and IMAP CLOZE PRO - New! Connect Evernote to automatically match notes to contacts - New! Connect your mobile phone account for automatic call logging (AT&T, Verizon, T-Mobile USA, Sprint) - New! Calendar support - Get the context before a meeting with a single view of every interaction you’ve had with meeting attendees (Google Calendar, Microsoft Exchange, Outlook, and iCloud) - New! Get reminded if you don’t receive a reply to an important email - New! Automatic reminders when it’s time to reach out to key contacts - New! Agenda view - one place to see all your meetings, reminders, follow-ups, and alerts - New! Company views - see your complete history with a company without any setup - New! Log meeting and call notes - New! Save emails to Evernote - New! Filter your contacts, email and social by customer or prospect - New! Email templates - Get notified when a recipient opens an email or clicks on a link you sent - Enrich contacts from email signatures - Unlimited email accounts, contacts, API use Cloze is free to use. Cloze Pro adds the features above and is available as a 14-day no-obligation free trial or by monthly or annual subscription. Cloze and Cloze Pro is available on the iPhone, iPad, and web - your account works everywhere. PRIVACY & SECURITY PLEDGE - We won't spam your email or social networks. - We won't share or sell your information. It’s for your eyes only. - You always control when Cloze posts on your behalf. - We'll be open and transparent as to how we will use your information within Cloze.

4.2 out of 570 ratings

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Eric EpsteinSep 30, 2017

Well, I am a EVP of a accessory firm, and I called Alex when it came out because my ADD and my familiarity with Act! was keeping me away. What I found is, the app is amazing, simply put it was me, in the beginning there is so much to help, that is was overwhelming. My recomendation is buy it and take your time to get to know it, come back a couple times a week, month etc. Eventually, you will find like everyone else has said, it is the solution to what we need, email, histories, logs of... Show more

1 person found this review to be helpful
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Bruce DriggersFeb 8, 2017

I love this app. I'm a solopreneur who doesn't need tons of sales reporting charts or project management modules, all I need is something to keep me focused on my client needs. Cloze does that, spectacularly. I didn't want to jettison my reliance on Google's fabulous suite of tools, but honestly they don't make it very convenient do they? Before Cloze I had 5 apps on my Android (Tasks, Calendar, Contacts, Gmail) that I had to switch between just to access my info. Now I have one. I can make f... Show more

1 person found this review to be helpful
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Joao Feldman De PinhoJan 28, 2017

I'm really not one to tend to write many reviews. Decided to so in this case for the Cloze application. I have been searching for the past few years for a tool that would be an efficient tool to decipher the vast number of emails that I have daily. There are so many choices available and when you google email/crm you get 3 million websites that are somewhat associated with the top CRMs, with a tremendous bias. The second stage took me to install/sign on to a number of these CRMs. Difficult to... Show more

1 person found this review to be helpful

Details

  • Version
    4.0.2
  • Updated
    March 25, 2015
  • Size
    15.97KiB
  • Languages
    English
  • Developer
    Cloze, Inc.
    396 Washington Street Suite 138 Wellesley, MA 02481 US
    Website
    Email
    support@cloze.com
    Phone
    +1 650-861-4883
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.
  • D-U-N-S
    078620108

Privacy

The developer has not provided any information about the collection or usage of your data.

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