Amazing app with a two glaring flaws
I love cloze, and its unique among personal CRM apps - theres nothing else out there that comes close. However, it has two major issues that hamper my workflow quite a bit, and keep me on the free version:
1. The teams function doesnt work at all. Its a fantastic personal CRM but do not upgrade it to the professional plan that supposedly supports team members. It will duplicate all of the companies in your database and end up making a giant mess of itself. I understand that theyre attempting to separate organization and private contacts, but te real-works result of this is, unfortunately, unusable, despite the fact that I really, really wanted to use and work with this feature. ?Youve been warned! (Edit: it looks like, while they havent admitted it, they realize the functionality is poor and are currently beta testing a more streamlined, all-in-one team view. Nice)
2. It doesnt support email searching for IMAP emails. At all. So once youve archived an email from your inbox, its gone for good unless you remember who sent it. Cloze does have a lot of search options, but they gloss over the glaring fact that this is missing. That means, when you need to search for an email (not a contact, but a specific email) you have to open a separate IMAP client to find it. Very frustrating for someone who uses all IMAP emails like me, because I have to open a separate client every other day or so for something that absolutely should be built into a CRM.
Issue number two is sometimes made worse because Cloze groups email threads based on subject. So one has to manually expand a bunch of threads to find an email, because, again, no IMAP search! ?
Both of these major issues (and the fact that the app is rarely updated, see app changelog) really hamper what could be the best CRM for SMBs. Heres hoping these issues are fixed at some point. In the meantime, I downgraded to the free plan. If IMAP search makes an appearance, I will gladly become a pro customer again, and never use another email client! Heres hoping ?
D2Rhino about
Cloze Relationship Management, v4.8.4