Cloze Sidebar for CRM
Item logo image for Cloze Sidebar for CRM

Cloze Sidebar for CRM

www.cloze.com
Featured
4.4(

16 ratings

)
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Overview

See everything about your contacts and deals in one place - automatically

Emails, files, meetings, phone calls, messages, notes, follow-ups and more. With ZERO data entry. "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. CLOZE SIDEBAR¹ • See the context of people, companies, projects, and deals right beside your CRM • CRM's Supported: Salesforce.com, SugarCRM, PipeDrive, HubSpot CRM • Also Supported: Gmail, LinkedIn, Twitter, Github UNIFIED CONTACT MANAGEMENT • Brings all your contacts into one place • Automatically keeps contacts up-to-date • Enrich contacts from email signatures¹ • Organized by when you last talked, first met, location and more PROFESSIONAL-CLASS EMAIL • Bookmark a message and Cloze will remind you to follow-up later • 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 • Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP CRM WITHOUT THE BUSY WORK • Track the activity around projects and deals automatically¹ • Automatic reminders when it’s time to reach out to key contacts¹ • Next steps: Automatic reminders of what's next for any deal • Add To-Dos to track things you have to get done¹ • Agenda: one place to see all your meetings, reminders and follow-ups¹ • Pipeline: see all the email, calls, files, notes, meetings, and to-dos related to any deal in your pipeline¹ • Company views: see your complete history with a company without any setup¹ 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, Google Drive, OneDrive, Slack)¹ • Notes: Automatically match notes to contacts (Evernote, OneNote)¹ • Messages: Track your Slack conversations about your clients and customers¹ • Calendar: Meeting context at your fingertips (Google Calendar, Office365, Exchange, Outlook, iCloud)¹ • Social: Twitter posts, Facebook and LinkedIn page activity AWESOME SEARCH • Search for contacts the way you think (“marketers at IBM”) • Organize and find contacts and deals by keywords • One place to search across Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote¹ 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 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 Chrome, iOS, Android and the 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

4.4 out of 516 ratings

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Judah DornJun 8, 2022

It's imperfect, but it's unlike any other program I've experienced and I will never go back.

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Andy SawyerNov 25, 2019

they are the best and on support andy

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John OMay 17, 2019

No longer works with LinkedIn, which was the only thing I ever needed this for. Back to manually entering LinkedIn data in my Cloze contacts.

3 out of 3 found this helpful

Details

  • Version
    2024.5.704
  • Updated
    May 21, 2024
  • Size
    124KiB
  • 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

Cloze Sidebar for CRM has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

Cloze Sidebar for CRM handles the following:

Personally identifiable information
Website content

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

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