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Cloze Relationship Management

By Cloze

This app is only available on the App Store for iOS devices.

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
• 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

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

What's New in Version 4.9.0

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

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 4.8.0
• 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

Screenshots

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Cloze Relationship Management
View in iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Productivity
  • Updated:
  • Version: 4.9.0
  • Size: 71.4 MB
  • Languages: English, German, Northern Sami, Spanish
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

Current Version:
All Versions:

Top In-App Purchases

  1. Cloze Pro$19.99
  2. Cloze Pro$159.99