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Cloze
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Cloze

Overview
Synopsis

Cloze is dedicated mobile CRM app that manages inboxes, social media accounts and contacts all at once. The application comes with built-in support for Google Drive, Microsoft OneNote, Slack, Dropbox and Google Docs.

Category

Contact Management Software Free

Features

• To-Dos: Keep track of all the one-off things
• Central control for team settings and users
• Lead and Pipeline Management: Enables users to keep track of the various stages of their interaction with potential clients
• Email Tracking: Notifies a user if an email has been successfully sent, and received and opened by the intended recipient
• Task Reminders and Notifications
• Team Collaboration Function lets various members of the team work on the same accounts at the same time

License

Proprietary

Price

• Free

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Cloze

What is best?

• To-Dos: Keep track of all the one-off things
• Central control for team settings and users
• Lead and Pipeline Management: Enables users to keep track of the various stages of their interaction with potential clients

What are the benefits?

• Mobile Access: Allows users to manage CRM functions on the go using their smartphones
• Mail merge: Send a personalized email to multiple contacts at once
• Importing: Bulk import contacts from other applications in CSV or vCard format
• Planned: Schedule a reminder for any contact right from their profile

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
7.6
5.7
Features & Functionality
7.6
Advanced Features
7.6
9.2
Integration
7.6
8.7
Performance
7.6
8.1
Customer Support
7.6
Implementation
Renew & Recommend
Bottom Line

Cloze is a website and service that collects tweets, emails, Facebook posts, and other bits of communication from your contacts and prioritizes them.

7.6
Editor Rating
7.9
Aggregated User Rating
2 ratings
You have rated this

Cloze is dedicated mobile CRM app that manages inboxes, social media accounts and contacts all at once. The application comes with built-in support for Google Drive, Microsoft OneNote, Slack, Dropbox and Google Docs. It was designed to automatically link Slack conversations to deals, people, companies and projects. The app's objective is to give users a single portal for maintaining relationships. Cloze marketed an email management app for consumers to organize messages based on the priority of relationships with email senders. It offers tracking capabilities regarding who is assigned to specific contacts, projects, next steps, and deals. Emails, phone calls, meetings, documents, LinkedIn, Twitter, Evernote and Facebook touches are all organized for you by company, contact and meeting. Cloze also grabs email signatures to ensure contacts are up to date. Its users include wealth managers, independent lawyers, real estate agents and small business owners. Cloze provides multiple layers of security around personal information, from access protected data centers, through network and application level security. Cloze also offers an “Agenda” view where users can see all meetings, reminders, follow-ups and alerts in one place, and it shoots out a daily briefing email. Cloze highlights recent changes to the attendee list or attendee status so you don't miss when key people back out or get added to the meeting. Cloze is the next generation CRM for an evolving business marketplace. Helping users keep their deals and contacts updated, while on the go, is essential to having a flexible relationship management solution. As a whole, Cloze is a useful and contemporary CRM option for a wide range of companies.

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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