Cloze Relationship Management

Cloze Relationship Management

By Cloze

  • Category: Productivity
  • Release Date: 2013-02-19
  • Current Version: 4.9.4
  • Adult Rating: 4+
  • File Size: 69.15 MB
  • Developer: Cloze
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 1,334 Ratings


"Best Personal Assistant I have ever used, and I've 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 I've 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, social, and messages. It's 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.")¹ • Automatically reminds you when it’s time to reach out to key people¹ • Sees change to email signatures to update contacts¹ • Automatically links agenda items to mentioned people and companies¹ UNIFIED CONTACT MANAGEMENT • Brings all your contacts into one place • Automatically keeps contacts up-to-date • Organized by when you last talked, location and more PROFESSIONAL-CLASS EMAIL • Get reminded if you don’t receive a reply to an important email¹ • Be notified when a recipient opens an email or clicks on a link you sent¹ • Templates: Create and reuse template emails¹ Share them across your team² • Mail merge: Personalize email sent to many people at the same time¹ • Scheduled send: Write your email now, have Cloze deliver it later¹ • Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP CRM WITHOUT THE BUSY WORK • Track the activity around projects and deals automatically¹ • Next steps: Automatic reminders of what's next for any deal¹ • Add To-Dos to track things you have to get done¹ • Agenda: one place to see all your meetings, reminders and follow-ups¹ • Analytics: Pipeline, forecast, engagement, activity, and lead analytics² 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)¹ • Files: Automatically link files to your contacts (Dropbox, Google Drive, OneDrive, Slack)¹ • Notes: Automatically match notes to contacts (Evernote, OneNote)¹ • Messages: Track your Slack conversations about your clients and customers¹ • Calendar: Meeting context at your fingertips (Google Calendar, Office365, Exchange, Outlook, iCloud)¹ • Social: Twitter posts, Facebook and LinkedIn page activity AWESOME SEARCH • Search for contacts the way you think (“marketers at IBM”) • Organize and find contacts and deals by keywords • One place to search across Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote¹ WORK AS A TEAM² • 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. ¹ Cloze Pro adds these features and is available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase. ² Your Cloze Pro subscription entitles you to all Cloze Business features. Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. PRIVACY & SECURITY PLEDGE • We won't spam your contacts • We won't sell your information • It's your information not ours



  • Making Relationship Management Easy

    By Divrgrl18
    Great tool to help put bookmarks in your brain for conversations. Really helps make relationship and client management easier.
  • Too complicated

    By bobkap
    Nice people. Great help staff, but the system lacks intuitiveness.
  • My first relationship management tool and it’s revolutionizing my communications

    By mediawolf
    I’ve been really impressed with the features. Admittedly it’s my first time using a relationship management tool but it completely revolutionizes my workflow. It’s a tiny bit rough around the edges, and the documentation is a bit lacking. I would dock it a star but the support team is so responsive and caring that it makes up for it.
  • Sounds great but I can’t even get started.

    By jareifer
    App freezes up during setup of my Google account. Doesn’t look good for performance.
  • Lame

    By GoingDuckWild
    Super buggy. Makes it hard to do simple task. God job making something simple harder. Darwin Award goes to you people.
  • Great job

    By crusty guy
    I tried this out a few years ago and dropped it. I regret it! Re-tried a few weeks ago and just subscribed. This is a great replacement for my CRM - not 100% of what I’m leaving but simpler and easier to manage by far. Would love some improvements like email sub folder management - right now the only thing I can do is archive/delete. Would love to turn an email into a todo. Would love to be able to connect people with a task without that creating their contact type to change to “broker.” Would love to understand the timeline of deals - the default start dates and end dates don’t make sense to me, and going through changing them is equally confusing. What is a “start date,” after all? Would love to be able to manually “clear” a calendar all-day event from the agenda. All in all, this is a very solid program and with the inclusion of a web portal is a game changer. Not to mention the incredible service & support I’ve received as I’ve had a few connection issues here and there. Bravo!
  • No E-mail Notification

    By AnupliftedHeart
    What Cloze can do is great but not having sound notifications for incoming emails is causing me to reconsider purchasing. Is this something in the works?
  • Concept is good

    By FOL0921
    I would consider Pro if it added the option to text. There are very few people on my list that still regularly check their emails (including me).
  • Love the App, HOWEVER....

    By TheQueenNesie
    I wish I could make a widget. Or the notifications were bigger.
  • Great product

    By hstubble
    I really like this app. I ran into a issue that was unique to my email set up but Cloze support work it through to make sure it worked. Overall, this is a app that any client facing person will find very helpful in managing day to day relations.