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Cloze
3.6
32
Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag.
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. We’ll even grab email signatures so your contacts are always up-to-date.
It's all organized for you - by contact, company, and meeting - without any busy work.
With everything in one place, Cloze can put advanced data science to work for you. 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.
Cloze organizes by companies too - without any setup. See your complete interaction history with any company, automatically in one place: contacts, email, meetings, phone calls, notes, documents and social media too.
There’s no data entry - Cloze is the automatic way to remember everyone.
Ask anything of Cloze with Workflos AI Assistant
http://www.cloze.com
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Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
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Cloze Plan
Cloze Pro
19
per month
Smart CRM and AI Assistant in One.
Essential tools for individuals.
Smart AI - Automatic reminders and discovery
Track email, meetings, calls - with no data entry
Email Open Tracking and Reply Reminders
Template Library
Automatically logs your calls on iPhone and Android
Agenda: one place to see all your meetings, reminders and follow-ups
Unified Contact Management
Cloze Business Silver
24
per month
Smart CRM and AI Assistant in One.
Essential tools for small businesses.
Includes everything in Cloze Pro and ...
One team-wide view of all communication for every contact and project.
Share templates and next steps that work across your team.
Assign responsibility for people and companies.
Create project teams to work together on projects.
Assign next steps on projects within the project teams.
Assign to-dos to team mates and track their progress.
Cloze Business Gold
34
per month
Smart CRM and AI Assistant in One.
Everything for a growing business.
Business Gold Includes everything in Business Silver and ...
Team Analytics: Pipeline, forecast, engagement, leads
Smart Custom Fields (with anniversary and relationship tracking; e.g. for policy renewal).
Automatic tracking of iOS and Android text messages
Advanced Integrations like MailChimp
Track partners that are involved with multiple projects separate from customers.
Customize what team members are able to see and change.
Create and use up to 20 custom segments, 50 custom fields, 500 custom templates across your team as well as up to 10 personal segments per team member.
Cloze Business Platinum
49
per month
Smart CRM and AI Assistant in One.
The choice of pros and top businesses.
Includes everything in Business Gold and ...
Organize your team by territory, region, or role hierarchy.
Selectively control visibility to fields and values.
Matching Engine: Matches projects/properties to customers
Smart Templates: Conditional content and smart fields
Lead Capture: Turns leads received by emails into contacts automatically.
User Archiving: Preserve business activity history when users leave your team or disconnect their accounts.
Enterprise Controls: Fine grained control and compliance
Create and use up to 100 custom segments, 250 custom fields, and 2500 custom templates across your team as well as up to 10 personal segments per team member.