Cloze - Relationship Management, Inbox & Contacts

Cloze

  • Category: Productivity
  • Release Date:
  • Current Version: 4.8.4
  • Adult Rating: 4+
  • File Size: 67.48 MB
  • Developer: Cloze
  • Compatibility: IOS 8.0 or later.
App Ranking: 4.5
4.5
From 890 Ratings

Cloze - Relationship Management, Inbox & Contacts App Description & Overview

"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 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 • 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. PRIVACY & SECURITY PLEDGE • We won't spam your contacts • We won't sell your information • It's your information not ours
Version 4.8.4 • Bug fixes Version 4.8.3 • Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you. • Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team. • Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations. • Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed. Version 4.8.2 • Bug fixes Version 4.8.0 • Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically. • Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically. • Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote. • Custom fields for people, companies, projects, and deals • Accept meeting invites right from Cloze Version 4.7.1 • Bug fixes and improvements Version 4.7.0 • Scheduled send: Write your email now, have Cloze deliver it later • Deep search: Search for keywords and phrases in emails, attachments, notes, and documents (works with Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote) • iOS 10 support

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Cloze - Relationship Management, Inbox & Contacts Reviews

  • AI meets relationship management

    By frenchyfrench6272717
    5
    Loving this app. No more hunting for what you are looking for. All of my emails and calls are now magically organized around my customers. And somehow Cloze found a deadline buried in my inbox and reminded me about it - cool!
  • Best app for relationship mgt

    By Njerps
    5
    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!
  • Great app

    By briansroof
    5
    Great app. This really helps someone like me with remembering to contact folks back. Plus so much more. It's worth a try.
  • Best App ever!

    By Genedude765
    5
    This is the best CRM App!
  • This App Is Changing My Life

    By Noshit1111
    5
    I'm owner of silent A photography and have just hired my first employee. This app is absolutely amazing and is changing my life every day! I never write reviews yet I am so very grateful for this app that I had to. If you run a small business and couldn't imagine my life with out it!
  • On point. A must have.

    By Treytreyjones
    5
    Excellent. Changed my productivity.
  • Super simple but powerful

    By Stevo1970!
    5
    I was testing both saleforceiq and this app simultaneous. While they both have similar features and some differences, Cloze allowed me to get started immediately with a full contact synced and flows. I am still working on setting predefined follow up periods, but really like the app so far.
  • Invaluable to my photography business

    By Alicia98981
    4
    I run a small photography business and then app has been great for my needs for a small business. Well integrated and great for my needs! However the social media section doesn't work very well and it's really lacking a calendar. The calendar would help out a lot. Other than that, great app.
  • Great app.

    By Jojo dancer guru
    5
    Great ease of use and interstate with my email and phone greatly. Enhanced my production.
  • Can't wait to give it a go

    By English Tim
    5
    Endlessly and forever using separate accounts and passwords that don't get saved in my key chain, is my nightmare! Can't wait to see how this app works thank you for creating
  • Best CRM option out there

    By Procrastinating dad
    5
    It's not completely turn-key, but it is incredibly versatile and customizable. -it acts a single portal for all of my existing accounts: social media, multiple emails, & multiple storage sights. And - I do not have to use only the app. I still have option of working thru old account tools, I.e., outlook, or icalendar. Information is updated & synced to cloze. -I loved the ability to take my existing relationship/sales strategy and build in the next steps I was already using for all sales stages: opportunity, active, done, & lost. -It's account connections feature takes a lot of the tedious requirements out of the CRM process by automatically tracking/logging emails, calls, calendar events, & with customizable automatic reminders. -The merge mail function is quick & easy. And - the "opened mail" reporting is an awesome feature. - Probably the best feature -- the simplicity of records integrity. Companies are added by web address or phone number, (contacts by email or phone) and the app does the rest; eliminating the majority of my unintentional duplicate records. - I can import lists from any data source, as long as format the csv. File...small pain - but not some complicated format. The only real drawback is, if you import a contact list that's not what/the way you wanted, then your in for some decision making with the app not having an type of "easy button" undue option. But - the help team is pretty supportive & quick to resolve. --if your a solo act, or a small to medium sized business - @ this cost - your kind of an idiot for using anything else.
  • Life and Time Saver!

    By Konni Ayee!
    5
    As a Realtor, I rely heavily on referrals and staying in contact with my sphere of influence. I have downloaded a number of apps only to delete them after finding that they all don't have everything I need in one place. Well you have to love Facebook ads because I clicked on Cloze and keeping up had become so much less stressful. My few suggestions are to add an option to log texts through your carrier or show the text history for each person. Also adding more integrations with Google voice and social platforms like instagram, snap chat, etc. I'm sure they'll get there eventually.

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