Cloze

Cloze is a full-featured relationship management system that helps you manage all aspects of your business in one place. The intelligent CRM and AI assistant is a no-work system for managing contacts, emails, phone calls, text messages, meetings, documents, notes and tasks.

Cloze is suitable for a wide range of industries, including real estate, recruiting, sales, services, consulting and nonprofit organizations. It learns who's important to you and remembers even when you don't, automatically prompting you to follow up with contacts.

Some of the key features of Cloze include:

• Automatic Organization: Keeps track of everything about the people you know in one place, automatically pulling information from various services without any extra work.
• Smart Prompts: Knows who's important to you and automatically prompts you when it's time to follow up.
• Personalized Briefings: Gives you the context from Evernote, email, calls, social, documents and past meetings for every attendee before a meeting.

Cloze integrates with other apps and services, and you can use it on your smartphone, tablet or desktop. That means you can search your contacts in different ways, including by last interaction, location or company roles like CEOs and VPs.

Security and privacy are a top priority for Cloze, with multiple levels of protection, oAuth when available, and encryption of sensitive data.

Cloze offers a variety of pricing plans for individuals and businesses:

• Pro: $17/month billed annually or $19.99/month-to-month, with features like smart AI, unified contact management and CRM with no data entry.
• Silver: $21/user/month billed annually or $24.99/month-to-month, with features like team features, lead capture and campaign automation.
• Gold: $29/user/month billed annually or $34.99/month-to-month, with features like sub-team hierarchies and user archiving.
• Platinum: $42/user/month billed annually or $49.99/month-to-month, with features like advanced integrations, text message syncing and lead routing.
• Concierge Service: $20/user/month, with features like personalized training, customer success manager and campaign design assistance.

Cloze is designed to make relationship management easier and increase productivity by giving you a unified view of all interactions and keeping you on top of your customer pipeline.

Published on July 6, 2024