Cloze Relationship Management

Cloze Relationship Management

By Cloze

  • Category: Productivity
  • Release Date: 2013-02-19
  • Current Version: 4.9.2
  • Adult Rating: 4+
  • File Size: 68.17 MB
  • Developer: Cloze
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
4.5
From 1,018 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

  • Finally!!

    5
    By thatch505
    This is the most amazing app/crm system that I have ever used! The integration between my email, my phone calls, people i need to contact...it’s insane! There’s so many great features. I’ve only been using it for about half the day but I got more done in that time than I have all week! I’m going to give it a full trial run just to make sure it’s all good, but I already plan on getting the pro version. I use Insightly now and this blows it away!
  • Keeps me organized and timely

    5
    By Louisabt
    I was a little skeptical at first, but I am totally sold on it. I used to check my Google calendar what was on the agenda for the day. Now I first open up the Cloze app. It keeps track of what needs to be done, what was done and many more metrics. One can't go wrong. I highly recommend it.
  • Absolutely the best!

    5
    By Current Christian
    I’ve had this app for 2.5 weeks, including the free trial period. It paid for itself within the first full day of use. Great design, more features on the horizon, great Cust support. Could not be happier.
  • Pro is $19.95 A MONTH!

    1
    By LindaBell009
    Nice app. Not worth that. To me.
  • Review

    4
    By berben59
    Works well a much more setup is required, as compared to Contactually, but it much more cost effective
  • Finally!

    5
    By Meat-ball
    Best sales CRM Ive used/tested. It appends social data like nimble, but keeps you amazingly well organized without requiring manual data entry. Plugs into your email/calendar, soft phone and cell phone. Reminds you of important contacts to follow up on without you having to enter the information. For $19. Incredible
  • I have been waiting for this

    5
    By JH mpls
    I own a small business and have been using nutshell for the last two months because of its gmail integration. A friend recommended this and it is amazing. Life changing. A bit creepy in the depth of its integrations with our digital footprint but it makes me better at my job
  • Best app for relationship mgt

    5
    By Njerps
    The best app to aggregate and act on the relationship data from all of the tools I already use (for me, Twitter, Gmail and calendar, Yahoo! Mail, Evernote, DropBox, Facebook) with minimal data entry required! Unlike a corporate CRM system that is the property of your employer and makes you do all the data entry, this app extracts data from apps you already use and then maintains the relationship data in the cloud across all devices and over your career across different employers - and it aims to deliver productivity to you, not management data to a boss or a corporation. I love the EverNote integration because it makes it so easy to find any notes for a contact or company, and makes the notes available across all my devices - even my iPhone where I don't have EverNote installed. I also use the app email client to send email whenever I want to track whether my target opened the email, and also tag a reminder to follow up if the person doesn't respond to my email. I also share data with a coworker on contacts at a few accounts we both target. In the rare event that I can't find a communication by the contact or company name, I find the search incredibly useful - so much faster than email search, or search in any of the individual apps that feed Cloze. The new analytics and reports are very useful! I use Cloze constantly each work day and it is well worth the money!
  • It's hard to Express the detail

    5
    By Blessful Alex
    I have multiple efforts in three different lines of work. Two of which are sales, and the other has a similar escalation process. I can't say more than this. Excellent. Way above expectations. You can set it up the way you need it to be, if you even need to from the get-go. Evolved CRM. It's the assistant any entrepreneur or multi-millionaire wishes they had on their phone or computer.
  • LOVE this! Integrates everything for relationships

    5
    By jmanriquez
    I checked out all the CRMs that come up when you google them. They are too clunky, hard to work with and don't integrate well with social. I'm super impressed with how Cloze does all of this and is easy to use and intuitive. I need to manage relationships for direct sales and I'm a solo business. This app is amazing.

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