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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

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

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 at the same price as the previous period unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. After purchase, your subscription may be managed, and auto-renewal turned off, in your App Store Account Settings.

PRIVACY & SECURITY PLEDGE

• We won't spam your contacts
• We won't sell your information
• It's your information not ours

You can find our terms of service here: https://www.cloze.com/app/legal/terms
And our privacy policy here: https://www.cloze.com/app/legal/privacy

What's New

Version 2018.3.1

Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)

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.

Ratings and Reviews

4.4 out of 5

16 Ratings

16 Ratings

Expensive and pop up for subscription

Jitman2008

Too expensive per month subscription.. once the free period ends will have pop up all the time to subscribe. Costs over 20 dollars US per month for this!!!!

Awesome and Free!

JOZeid

Great little tool to keep track of people/contacts. Perfect for small businesses!

Decent app

NormCouturier

I've been using it for a few days now - looks like it will help in managing my follow-ups and networking

Information

Seller
Cloze, Inc.
Size
79.8 MB
Category
Productivity
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad and iPod touch.
Languages
English, German, Northern Sami, Spanish
Age Rating
Rated 4+
Copyright
© 2018 Cloze, Inc.
Price
Free
In-App Purchases
  1. Cloze Pro $27.99
  2. Cloze Pro $219.99

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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