Question: I need a relationship management tool that integrates with multiple apps and services, and provides personalized briefings for meetings.

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Cloze

If you want an all-purpose relationship manager that can span multiple apps and services, Cloze is a good option. It combines contact management, email, phone calls, text messages, meetings, documents, notes and tasks into one service. Cloze uses AI to help you organize and prompt you, and it can integrate with other apps and services. The tool can provide personalized briefings, automated organization and smart prompts, and is good for a variety of industries. Pricing starts at $17/month and goes up to $49.99/month, with options for team management and campaign automation.

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Bloks

Another strong contender is Bloks. This productivity tool integrates with Zoom, Meet, Teams and Slack, offering personalized briefings and automated meeting notes. Bloks also offers insights on people and companies, suggested meeting goals, and a record of past interactions. It works on multiple devices and offers enterprise-level security. Pricing includes a limited free trial and a $19/month plan, with a custom-priced enterprise plan for larger-scale use.

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Clay

If you want a more unified approach, check out Clay. Clay is an all-purpose relationship management system that keeps contacts up to date in real time and offers smart prompts to help you keep in touch. It can import contacts from services like LinkedIn, Facebook and Google Calendar, and offers automated updates and search. Clay is available on iPhone, Mac and web interfaces, with pricing ranging from free for up to 1000 contacts to enterprise plans. It's good for anyone who wants to manage their relationships, whether you're a salesperson, recruiter, real estate agent, financial advisor or anyone else.

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