As featured in FastCompany, TechCrunch, Forbes, Entrepreneur, Inc. and the Wall Street Journal.
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 - your phone calls, text messages, every email back and forth, meetings, notes, files, social, and messages.
It's all organized for you - without any busy work.
FEATURES
• Smart AI to make sure you never miss an important follow-up
• One unified view of all your contacts and communication, with no data entry
• Email open tracking, templates, mail merge, and scheduled send
• Automatic reminders, next steps, and todos.
• Team collaboration and analytics
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
• Automatically links agenda items to mentioned people and companies
ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project and deal
• Calls and SMS: Automatically track your calls and text messages
• Files: Automatically link files to your contacts
• Notes: Automatically match notes to contacts
• Messages: Track your Slack conversations about your clients and customers
• Calendar: Meeting context at your fingertips
• Social: Twitter posts, Facebook page activity
UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
• Organized by when you last talked, first met, location and more
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
CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically
• Automatic reminders when it’s time to reach out to key contacts
• Next steps: Automatic reminders of what's 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
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 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 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 an existing monthly or annual subscription.
Cloze is available on Android, iOS and web - your account works everywhere.
PRIVACY & SECURITY PLEDGE
• We won't spam your contacts
• We won't sell your information
• It's your information not ours
Version 2023.10
• New profile design with infinite scrolling timeline and inline expansion
• Create advanced filters and dynamic audiences
• Updated design with new common actions button and simpler bulk operations
• Create multi-step drip campaigns with a single prompt using ChatGPT
• Use generative AI to create personal bios
• Create multi-language newsletters that automatically send in the client's language.
• Use Passkeys for passwordless login and 2-factor authentication
Version 2023.4 - Cloze’s built-in support for ChatGPT is here:
• Create new emails on any topic you choose
• Write email replies for you
• Edit content for style and tone
• Author complete newsletters on any topic in seconds
• Craft compelling listing descriptions
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on tablets
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
Version 2022.06
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
Version 2021.11
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
Version 2021.7
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
Version 2021.2
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9.1 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep your most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline on tablets
Version 2019.4.1
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
• Syncing of calls and texts has been moved to a separate app
• Sub team hierarchies - Visibility and analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, other goods, or campaigns
• Smart templates - Different text per language, and more
• Lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and archiving for teams
• New Silver, Gold, and Platinum plans
• Sub team hierarchies - Visibility and analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, other goods, or campaigns
• Smart templates - Different text per language, and more
• Lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• Archive shared history for members that leave your team
• New Silver, Gold, and Platinum plans
• Sub team hierarchies - Visibility and analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, other goods, or campaigns
• Smart templates - Different text per language, and more
• Lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• Archive shared history for members that leave your team
• New Silver, Gold, and Platinum plans
• Smart Reply Reminders use AI to find messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note
Preview of new Gold Plan features:
• Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields let you can set an annual reminder and add a custom template to make reaching out easy when it comes due
• First email app with built-in support for Do Not Contact and the GDPR
• Smart Links to automatically manage unsubscribe and lawful basis
• Country-aware enforcement of consent and unsubscribe rules
• Find and cleanup information both inside and outside Cloze to handle Right to be Forgotten requests
• Export timelines and contacts for people, companies, projects and deals
• Option to hide your email signature on reply or forward
• Default font size and more font options for sending email
4.9.4• Expanded Custom Field options: pick list, text, date, number and currency fields• Rearrange and organize Custom Fields in sections• Link a Custom Field value to a record in another system• New contact information pane built in to the profile view (tablet)• Improved editor for adding and editing contact information details• Set a default currency for Deals and Projects• Set a fiscal year for Pipeline Analytics
4.9.3Kanban Board views for People, Companies, Projects, and Deals are here!• Visualize your entire workflow with a column for each Stage and Next Step.• Tap and hold to drag a Person, Company, Project or Deal to another column.• Scroll from left to right to see your progress.• Available on tablets and cloze.com.4.9.2• Sort by "What's Due Next"• Filter by who is assigned• Google Tasks integration
• Allow your phone to automatically log call and SMS history to Cloze• 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")• Redesigned profile view• More granular control of Keep-In-Touch reminders• Streamlined team view of stage, segment, and timeline activity• Now easier to keep your contacts in-sync with your team• Send a note to a team member right from any profile
Version 4.8.4• Bug fixesVersion 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 Analytic: 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.
