Cloze Relationship Management

Cloze Relationship Management

By Cloze

  • Category: Productivity
  • Release Date: 2013-02-19
  • Current Version: 4.9.3
  • Adult Rating: 4+
  • File Size: 68.61 MB
  • Developer: Cloze
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
4.5
From 1,142 Ratings

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 • Organized by when you last talked, location and more 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 • 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, 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. PRIVACY & SECURITY PLEDGE • We won't spam your contacts • We won't sell your information • It's your information not ours

Screenshots

Reviews

  • Love the App, HOWEVER....

    3
    By TheQueenNesie
    It would be helpful if all the functions worked. I like staying organized and I really feel this app has the potential to be great! I am still unable to add an additional outlook account. I’m not sure if it is a software glitch or an issue with my phone. Current phone used is iPhone 8Plus. Sincerely, App User • is there something I should know? I just simply want to add another outlook account. There is an issue with involving more than one account
  • No email notification

    2
    By BreakingBadddd
    I will update my review and even pay for the premium services when email notifications are added. Other than not having email notification when you actually receive an email it's a great application.
  • AMAZING!!!!

    5
    By Boschulte
    Where have you been all my life??? Does EVERYTHING & EASILY!!! Blows the other CRM ‘solutions’ away. Don’t think, just try it. Short learning curve.
  • I just downloaded and I love it.

    4
    By samichebib
    I’m looking forward to learning more and utilizing it for my 2000 contacts. However, I have two issues. One, I do not see the ability to create groups. Two, I do not see the ability to send group/mass texts. Many times I communicate to small groups of 10 to 20 people, based on the city, state, or a common category such as buyer, seller, broker - by text. The iPhone does not allow a simple way to send mass texts, so I thought maybe this app would. Any plans to enable the creation of groups and categories, or sending of mass texts?
  • Had to change CRM

    5
    By rwvanoy
    I had to make a change; my software became unsupported and the server shutdown immediately; years of information and customer data. It wasn’t lost but it wasn’t usable. I did some searching and started trying out programs. I found Cloze and within 2 days I was sold. Great program. Easy conversion. I’ll be working for a while inputting necessary old data but loving this program.
  • Tried it. Kept it.

    5
    By Essystuff
    This app knew my needs before I knew it myself. I repeatedly found myself saying “it does that too?” I have used it for almost a year now and have appreciated the continued enhancements. Never had a bug problem. The only thing I would change is to have the thumbnails a little smaller or less colorful. But it doesn’t keep me from thinking this is the best app out there.
  • So far it is great

    4
    By kzrhodes
    However, it is quite expensive to use for personal relationship management (which is what I use it for), and sometimes the app stops receiving input when I'm in the To Do creation screen.
  • Love It

    5
    By Rants-n-Raves
    This is a well-designed, powerful app. It has a somewhat longer learning curve than I’d like, and somewhat less user-friendly training materials than I’d like. On the other hand, the support has been outstanding and the pricing is quite competitive. Going forward I would like to see more robust calendar integration. You can’t currently schedule appointments through Cloze, even in linked calendars. Other apps seem to use a simple API to solve that issue.
  • Hard to live without once you’ve used it.

    5
    By KelleyTX1960
    First of all, I don’t recall receiving any pop ups bugging me to rate it. I started using the free addition, liked it enough to get the pro. Once you get the pro version start using it for a week you’ll come to the same conclusion-you won’t be able to live without it. The app reacts just about everything! I even got rid of my industry CRM and am now only using CLOZE. And I’ve Clozed more deals, and building better relationships with my clients, prospects. Dave and his team IS FANTASTIC if you EVER need SUPPORT, The are FAST to help resolve ANY issues or assist you with setting the app up. I appreciate you guys in support. 👍👌🏻👍👌🏻
  • Exactly what I've been looking for

    5
    By KnittyChic
    I run a growing network marketing business. And I've been looking for a CRM at a reasonable price. I've been using Cloze for a couple of days and I can already tell I'm so much more focused than I was before. ... months later my business has frown further and I have definitely made my money back.

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