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Description

"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.")
• 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

UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date

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
• Built-in support for Do Not Contact and the GDPR
• Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP

CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically
• 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

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)
• Files: Automatically link files to your contacts (Dropbox, Drive, OneDrive, Slack)
• Notes: Automatically match notes to contacts (Evernote, OneNote)
• Messages: Track Slack messages about your clients and customers
• Calendar: Meeting context at your fingertips (Google, Office365, Exchange, Outlook, iCloud)

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 monthly or annual subscription as an in-app purchase.

Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew at the same price as the previous period unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. After purchase, your subscription may be managed, and auto-renewal turned off, in your App Store Account Settings.

PRIVACY & SECURITY PLEDGE

• We won't spam your contacts
• We won't sell your information
• It's your information not ours

You can find our terms of service here: https://www.cloze.com/app/legal/terms
And our privacy policy here: https://www.cloze.com/app/legal/privacy

What’s New

Version 2019.3

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

Version 2019.2
• 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

Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects

Ratings and Reviews

4.8 out of 5
41 Ratings

41 Ratings

antpugh ,

Couldn’t live without it

I’ve tried hundreds of email and productivity apps - this beats the lot, and also doubles as a CRM too! Cloze manages my business and life - it’s like having my own personal assistant. I’ve been using the app for 18 months and have never forgotten a to-do or appointment during that time. Even better, my inbox is permanently under control, emails become visible exactly when I need them. Keep up the great work guys!

maxlynam ,

Great App and Support

I can only hope for great things for the team behind Cloze ... they've done an awesome job and instantly improves the way we way managed leads, deals and build relationships.
Their support is as awesome as the platform - well done!!

krispykitchen ,

Great design and concept - needs more usability maturity

Love the app. It looks gorgeous, the interface is pleasing and the zero inbox concept is fantastic.

Things that would help from a usability perspective:

1) Add Contacts to Custom List: need to be able browse ALL contacts not just some. Searching isn't as thorough cos memory isn't a reliable source.

2) POP mail support. Yep of course many people have moved on to IMAP (some time ago) - but small and medium-sized business (esp. in non-tech industries eg film/tv production) often haven't. Honestly your scoring algorithm isn't as important to me as you probably think. Cool? without a doubt; interesting? absolutely - but not critical - I'd rather get unscored mail than none at all.

3) Notifications. Ummm how can I tell when I've got new mail? I can't see any way to turn on badges, sounds or banners. That's, unfortunately, a showstopper.

Information

Seller
Cloze, Inc.
Size
94.4 MB
Category
Productivity
Compatibility

Requires iOS 9.0 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English, German, Northern Sami, Spanish

Age Rating
Rated 4+
Copyright
© 2019 Cloze, Inc.
Price
Free
In-App Purchases
  1. Cloze Pro $29.99
  2. Cloze Pro $309.99
  3. Business Silver $37.99

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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