"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.
• 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
• 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
• 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
• 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
• 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.
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
• 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
Ratings and Reviews
Best app for relationship mgt
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!
One week in...
I've spent about two weeks on trial accounts with at least 15 different CRM or contact management apps and it actually took me awhile to find Cloze on CRM comparison websites. It may not fit the power user but has some unique features not found in most of the other apps I've tried. Cloze is great for building relationships, reconnecting (and reminding you) with contacts you've been out of touch with and just a great tool built around relationships and keeping track of tasks, deals and appointments. It's a joy to use and has great social media integration. It has two way email sync and tracking. I found the amount of information it populates the system with amazing and I hope the company continues to develop and refine it.
Hands down one of the best CRMs I’ve seen
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.
- Cloze, Inc.
- 70.2 MB
- Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
- English, German, Northern Sami, Spanish
- Age Rating
- Rated 4+
- © 2016 Cloze, Inc.
- In-App Purchases
- Cloze Pro $19.99
- Cloze Pro $159.99
With Family Sharing set up, up to six family members can use this app.