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Cloze - Relationship Management, Inbox, and Contacts in One App

By Cloze

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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 had never happened with any of the other CRM’s that I have 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.

FEATURES

Contact Management:
- Automatically keep contacts up-to-date
- Store all your contacts in one place
- Search for contacts the way you think (“marketers at IBM”)
- Sort contacts by when you first met, when you last talked, and distance

Email:
- Focused view of mail separates out junk mail automatically
- Bookmark any message so you don’t forget to follow-up later
- Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo! and IMAP

Social Media:
- Connect Facebook, Twitter and LinkedIn
- Schedule shares and retweets to be posted later
- Monitor and post to your pages

CLOZE PRO

- Calls - Automatically log your calls (AT&T, Verizon, T-Mobile USA, Sprint, and RingCentral)
- Files - Automatically link files to your contacts (Dropbox, Google Drive, OneDrive, and Slack)
- Notes - Automatically match notes to contacts (Evernote and OneNote)
- Messages - track your Slack conversations about your clients and customers
- Calendar - Meeting context at your fingertips (Google Calendar, Office365, Exchange, Outlook, and iCloud)
- Get reminded if you don’t receive a reply to an important email
- Automatic reminders when it’s time to reach out to key contacts
- Agenda view - one place to see all your meetings, reminders, and follow-ups
- Company views - see your complete history with a company without any setup
- Log meeting and call notes
- Get notified when a recipient opens an email or clicks on a link you sent
- Enrich contacts from email signatures
- Unlimited email accounts, contacts, API use
- Track the activity around projects and deals automatically.
- Sync your Cloze contacts to iOS so you can use them from any app
- Add To-Dos to track things you have to get done

CLOZE BUSINESS

- 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
- Centrally control your users and team settings

Cloze Pro and Cloze Business are CRM without all the busy work.

Cloze is free to use. Cloze Pro adds the features above and is available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase. Your Cloze Pro subscription entitles you to all Cloze Business features.

Prices vary by location. Subscriptions will be charged to your iTunes account. Your subscription 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.

Cloze, Cloze Pro and Cloze Business are available on the iPhone, iPad, and web - your account works everywhere.

PRIVACY & SECURITY PLEDGE

- We won't spam your email or social networks.
- We won't share or sell your information. It’s for your eyes only.
- We'll be open and transparent as to how we will use your information within Cloze.

What's New in Version 4.6.1

Version 4.6.1
++ Support different types of project/deal stages
++ New setting to create deal when contact is changed to Potential
++ Added new swipe actions on the Week in Review
++ Bug fixes

Version 4.6.0
++ Slack - Cloze automatically links your Slack conversations to people, companies, projects and deals
++ Files - Built-in support for Dropbox, Google Drive, Google Docs, Microsoft OneNote, and Slack
++ Files - Relevant files automatically show up in the Files tab of any person, company, project, or deal
++ Notes - Microsoft OneNote - Just like Evernote, you can now use OneNote for notes in Cloze
++ Share - Share all your communication with the people you trust - your Inner Circle
++ Share - Share the activity timeline for any contact assigned to you

Version 4.5.0: Cloze Business - Extend Cloze Pro across your entire team
++ 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
++ Centrally control your users and team settings

Also in Version 4.5.0:
++ Filter your agenda by meetings, to dos and more
++ New inbox Focused and Bulk views
++ Mail merge
++ New relationship stage for leads
++ Logging of calls, voicemail, text and faxes with RingCentral
++ Advanced keyword categorization

Version 4.1.1:
++ Quick navigation in your Agenda
++ New "Week in Review" section
++ Set reminders and to-dos for a specific time of day
++ When you log a meeting or call, you can backdate it
++ Items saved for "Someday" now show on your agenda
++ You can now pick which email attachments to forward
++ Redesigned contact profile view for iPhone
++ Support for Evernote Business and Evernote Reminders
++ Works with iPad split view multitasking
++ Support for iPad Pro

Version 4.1.0:
++ Track the activity around projects, deals and sales automatically.
++ Create repeatable checklists for your projects so you always know where you are
++ Sync your Cloze contacts to iOS so you can use them from any app
++ Add To-Dos to your contacts to track things you have to get done
++ Save email attachments directly to Evernote in a single tap.
++ With iOS 9 add documents as attachments to your emails - from Dropbox, Box, iCloud, Google Drive and more.
++ Sort and group people, companies, projects and deals by stage
++ Customize your view for iPhone or iPad.

Version 4.0.6:
++ Bug fixes

Version 4.0.5:
++ Support for iOS 9 public beta
++ Support for Zapier to help you connect your favorite apps to Cloze
++ Improved detection of meeting timezones
++ Choose app for calls, messaging and maps
++ Manage dialing prefix when Dial Assist is not available
++ Bug fixes and refinements

Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP

Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support

Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support

Screenshots

iPhone Screenshot 1
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iPhone Screenshot 5
iPad Screenshot 1
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iPad Screenshot 3
iPad Screenshot 4
iPad Screenshot 5

Customer Reviews

Awesome app for relationship mgt

A great app to aggregate relationship data from the existing tools I already use (Twitter, email, Evernote, DropBox, etc) with minimal data entry required! Unlike a corporate system that is the property of your employer and makes you do so much data entry, this app maintains your contact relationship data in the cloud across all devices and over your career across different employers - and it aims to deliver the value to you, not 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 native 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. I use Cloze many times each day!

Not as free-form as I'd hoped

I love this interface and concept and am excited to start using it, but it forces me to connect to other accounts and pull contacts from other places. If I could use this as my sole CRM in which I can freely add clients separately from the rest of my accounts, this would be an A+ app!

Life changing

Follow up was not my friend. Close has made it a much less painful process for me. I'm starting to enjoy reconnecting with people and staying in touch.

Cloze - Relationship Management, Inbox, and Contacts in One App
View In iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Productivity
  • Updated:
  • Version: 4.6.1
  • Size: 26.3 MB
  • Languages: English, German, Northern Sami, Spanish
  • Seller:

Compatibility: Requires iOS 7.0 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