Cloze Relationship Management

Cloze Relationship Management

By Cloze

  • Category: Productivity
  • Release Date: 2013-02-19
  • Current Version: 4.9.5
  • Adult Rating: 4+
  • File Size: 66.92 MB
  • Developer: Cloze
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
4.5
From 1,433 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 • Sort 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 • 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 • Social: Twitter posts, Facebook and LinkedIn page activity AWESOME SEARCH • Search the way you think (“marketers at IBM”) • One place to search across Google, 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. You can find our terms of service here: https://www.cloze.com/app/legal/terms PRIVACY & SECURITY PLEDGE • We won't spam your contacts • We won't sell your information • It's your information not ours

Screenshots

Reviews

  • Exactly the kind of CRM I was looking for

    5
    By Chig78
    A modern CRM that proactively suggests who to spend more time communicating with. Seamless Gmail integration makes this an Inbox replacement. After trying 5-6 other CRM products I was glad to finally find Cloze.
  • Fabulous

    5
    By Kelly C ***
    Really pulled out client cases together. Big Time saver.
  • Best CRM I’ve Used

    5
    By Tangibletuck
    I’ve used a handful of crm’s but haven’t found one that’s as simple yet inclusive as Cloze. It does everything that you need without the price tag. You won’t be disappointed.
  • Just a dud

    1
    By <3txcole<3
    I was really excited about this app and the reviews were great. As soon as I tried to log in the app kept glitching so I was stuck in a loop of approving my gmail account and then it would reload and ask again. I got several emails that it was working but the app won’t load. Pretty disappointed.
  • The app is just as powerful as the web application

    5
    By Onajii
    My team and I have been using this tool for a week now and we absolutely love it. We use it with RingCentral and it integrates well on all my mobile platforms.
  • Great app needs improvement on search

    3
    By Nabood
    I was on the fence to buy the app but I really need to dig into my archived emails due from the search button . This function is not available so I constantly need to move back and forth between my mail app and Cloze
  • Been a paid subscriber since November

    4
    By Geggyta
    This app is the comprehensive relationship management app out there. Good CRM. Work and Personal! I hate when people complain about the price. What is CRM, timely follow ups worth? Much more than the cost of the app.
  • Amazing

    4
    By CallMeTumba
    Pros: Intuitive Automated Customizable Data driven Syncs with most apps that are important to CRM Syncs across teams well Cons: Pulls old pictures and bios of people occasionally No calendar integration
  • Love this App, but....

    3
    By jdheinsbbdhs
    I would give this App 5 stars, and will update when fixed. Emails are not coming through automatically. I have to open the App and refresh mail for anything to come through!! This does not help my relationship with my customers, and in fact has hurt some due to not responding in a timely manner, all because I was not alerted and am busy working through the day and do not jump on my email to check it. I only check my email once a day - at night, unless I’m alerted that I have new mail. Please fix ASAP!!!!!
  • Hands down one of the best CRMs I’ve seen

    5
    By TarekTabb
    I’m a busy executive and rarely write reviews.. but I’m so blown away by this app I just had to. I’ve been using this for almost 2 weeks. I integrated my social media accounts, mobile number, multiple email accounts and multiple Google Drives. The fact that it pulls together all public info, all communications, all files about all your contacts and show all of it in one screen is one of the most useful features... especially when I didn’t have to manually enter or re-tag anything. I’ve gotten back in touch with contacts that I lost touch with a for years. There still are some functionalities that I have not used yet, but signing up for the Pro version is a no brainer if using for any kind of business. There is one functionality that I wish it had and that is to automatically track LinkedIn messaging. But that’s not Cloze’ shortcoming.. it’s because LinkedIn doesn’t provide activity tracking in their API.. so no one else has that functionality either.. I just logged them manually. Give it a try. You won’t be sorry.

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