スクリーンショット

説明

"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

新機能

バージョン 2020.4

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 you 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 (iPad)

Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• 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

評価とレビュー

4.0/5
1件の評価

1件の評価

B❤Bi

👍

連絡を絶やさないようにしなければならないセールスマンなどにはとてもいい😊

欲を言えば仕事とプライベート、両方で使いたいのでソーシャルアカウントをマルチで登録できたらありがたい‼️

This app is awesome for salesman even for private use.

I hope it will can add multiple social account for use as both work and private.

情報

販売元
Cloze, Inc.
サイズ
103.8MB
カテゴリ
仕事効率化
互換性

iOS 9.0以降。iPhone、iPad、およびiPod touchに対応。

言語

スペイン語、 ドイツ語、 北部サーミ語、 英語

年齢
4+
Copyright
価格
無料
App内課金有り
  1. Cloze Pro ¥2,200
  2. Cloze Pro ¥21,800
  3. Business Silver ¥2,800

サポート

  • ファミリー共有

    ファミリー共有を有効にすると、最大6人のファミリーメンバーがこのAppを使用できます。

他のおすすめ