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Cloze Relationship Management

Cloze is a professional relationship management tool that acts as a personal assistant, seamlessly integrating multiple sources to create a comprehensive view of your contacts. It automatically pulls information from your apps to give you a complete history of every person and company, including contact details, emails, phone calls, meetings, notes, files, and messages. With Cloze, you don't have to worry about organizing everything manually, as it does the work for you.

The platform utilizes smart AI capabilities, understanding action items and adding them to your agenda, and reminding you when it's time to connect with important contacts. It even identifies changes in Email signatures to keep your contact information up-to-date. Cloze also offers professional-class email features, such as reminders for unanswered emails, notifications when recipients open emails or click on links, email templates and mail merge functionality, and support for scheduled sending.

Cloze goes beyond traditional CRM systems by reducing busy work and automating tracking and reminders for projects and deals. It helps you stay on top of your tasks with to-do lists, an agenda that consolidates meetings, reminders, and follow-ups, and analytics that provide insights on pipelines, forecasts, engagement, activity, and lead performance.

The platform provides a unified view of everything, organizing emails, calls, files, notes, messages, and calendar events within the context of people, companies, projects, and deals. It seamlessly integrates with popular email and productivity platforms like Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP, AT&T, Verizon, T-Mobile USA, Sprint, RingCentral, Dropbox, Drive, OneDrive, Slack, Evernote, OneNote, and Slack.

Cloze also enhances teamwork by offering a team-wide view of all communication for each deal and project. It facilitates collaboration, allowing team members to easily know who has interacted with customers, assign responsibilities, and track progress. Furthermore, it allows for the management of company-wide contacts, projects, and deals in a single location.

While Cloze offers free contact management and basic email features, more advanced functionalities require a subscription to Cloze Pro or Cloze Business (Silver, Gold, or Platinum). Subscriptions can be purchased through in-app purchases or a 14-day free trial. Prices vary by location, and subscriptions automatically renew unless canceled at least 24 hours prior to the end of the current period.

Cloze prioritizes privacy and security, pledging not to spam your contacts or sell your information. You can access the terms of service and privacy policy on the Cloze website.

Where to download "Cloze Relationship Management"?

Apple AppStore

App Keywords

Email