Cloze Relationship Management app for iPhone and iPad

4.6 ( 3536 ratings )

Business Productivity
Developer: Cloze

Free

Current version: 4.9.4, last update: 6 years ago
First release : 19 Feb 2013
App size: 69.15 Mb

"Best Personal Assistant I have ever used, and Ive 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 Ive 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, and messages.

Its 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.")
• Automatically reminds you when it’s time to reach out to key people
• Sees change to email signatures to update contacts
• Create newsletters, listing descriptions, and email replies with built-in ChatGPT

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 email
• Be notified when a recipient opens an email or clicks on a link you sent
• Templates: Create and reuse template emails Share them across your team
• Mail merge: Personalize email sent to many people at the same time
• Scheduled send: Write your email now, have Cloze deliver it later
• Built-in support for Do Not Contact and the GDPR
• Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP

CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically
• Next steps: Automatic reminders of whats next for any deal
• Add To-Dos to track things you have to get done
• Agenda: one place to see all your meetings, reminders and follow-ups
• Analytics: Pipeline, forecast, engagement, activity, and lead analytics

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)
• Files: Automatically link files to your contacts (Dropbox, Drive, OneDrive, Slack)
• Notes: Automatically match notes to contacts (Evernote, OneNote)
• Messages: Track Slack messages about your clients and customers
• Calendar: Meeting context at your fingertips (Google, Office365, Exchange, Outlook, iCloud)

WORK AS A 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 whos responsible for contacts, next steps and to-dos
• Manage your all of your companys contacts, projects and deals in one place

Cloze is free to use for contact management and as a basic email app. Additional features require a subscription to Cloze Pro, Cloze Business (Silver, Gold, or Platinum) and are available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase.

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 wont spam your contacts
• We wont sell your information
• Its 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

Pros and cons of Cloze Relationship Management app for iPhone and iPad

Cloze Relationship Management app good for

So far I absolutely love the app!! Ive been using it for about 3 or 4 days. Definitely going to subscribe.

This tool allows you to manage all your accounts and key contacts in one place! It reminds you when you havent spoke to a contact in awhile tracks where you spend your time, maintains your notes, etc.. everything you need in a CRM

I wasnt sure what to expect. It is surprisingly good. An assistant that keeps you organized and on top of your clients, potentials, etc

In a nutshell: Cloze is indispensable for business people who need to build and maintain relationships, while gaining valuable insights across a wide range of analytics. Very useful.

This app helps remind me to reach out - keeps me up to date on people I care about. Such a joy to use!

I was looking for an app that would integrate all my email accounts; keep track of contacts, to-dos, and recurring projects; send me reminders; and integrate with my calendar and Evernote. This does all that and more (even keeps track of my phone calls, and can do the same with social media but I havent decided on connecting those yet). Plus, it: tells me if and when someone opens an email I sent them; has mail merge functionality, allowing me to send personalized emails in bulk; and prompts me to reach out to someone I have not been in contact with for a while. Great for small business owner and for just generally staying organized and on task.

Some bad moments

App requires "valid" account for use but wont accept log in credentials from yahoo, gmail microsoft, etc. Waste of time.

The search function misses items all the time, even if searched from many angles. It seems to want to handle only a few dozen or low hundred number of contacts. After 30 years, I have a few thousand. It just seems to be early stage, like when spreadsheets first came out. There was only a certain amount of data or complexity they could handle. This type of software must be 100% reliable if it is to be leaned on. It is not. I suppose it has features that could be used on occasion, maybe even worth the price. But for what it is intended, no. In this case, if youre relatively new to your job field or a new company, and have a straightforward, modest number of contacts, projects, etc., this may very well work well. However, overlaying on an existing, large set of contacts, projects, etc. not so much.

This app is a stupid client to the "service" Cloze. The app therefore sends all your data through their servers sonewhere. All your mails, Facebook, Twitter, you name it. Privacy nightmare!

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