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Descripción

"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

Novedades

Versión 4.9.5

Version 4.9.5
• First email app with built-in support for Do Not Contact and the GDPR
• Smart Links to automatically manage unsubscribe and lawful basis
• Country-aware enforcement of consent and unsubscribe rules
• Audit trails for changes made by team members
• Find and cleanup information both inside and outside Cloze to make Right to be Forgotten requests easy to handle
• Export timelines for people, companies, projects and deals
• Export CSV and vCards for people
• Further secure your account with Touch ID, Face ID, and authenticator apps
• Option to hide your email signature on reply or forward
• Default font size and more font options for sending email

Version 4.9.4
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics

Version 4.9.3 Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.

Version 4.9.2
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration

Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders

• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders

• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings

• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile

Valoraciones y reseñas

Muy buena app

TonyGonzalezC

Muy buena app

EXCELENTE

Alexisperez

La herramienta es verdaderamente excelente, versátil y muy fácil de utilizar.

Información

Vendedor
Cloze, Inc.
*WEA.AppPages.Size*
70.2 MB
Categoría
Productividad
Compatibilidad
Requiere iOS 9.0 o posterior. Compatible con iPhone, iPad y iPod touch.
Idiomas
Español, Alemán, Inglés, Sami septentrional
Edad
Clasificación 4+
Copyright
© 2016 Cloze, Inc.
Precio
Gratis

Compatibilidad

  • Compartir en familia

    Hasta seis miembros de una familia podrán usar esta app mientras la función Compartir en familia esté activada.

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