Cloze Relationship Management icon

Cloze Relationship Management

by Cloze

v4.0.2 Updated Mar 25, 2015 15.97KiB
CWS
3K
Users
★ 4.28
67 reviews
#12921
of 210K
Other
Category
⚠️Not updated in over 2 years

Description

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 -- without the hassle of CRM 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, your meetings, your notes on Evernote, documents you exchanged and your interactions on LinkedIn, Facebook, and Twitter. 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. FEATURES Contact Management: - Automatically keep contacts up-to-date - Store all your contacts from email, meetings and social in one place - Search for contacts the way you think (“VPs in the Big Apple”, “marketers at IBM”) - Sort contacts by when you first met, when you last talked, and distance from you - Organize people you want to track with custom lists - Support for iPhone/iPad, email, and social contacts - See every interaction you've had with a contact automatically - Personal CRM that's always up-to-date Social Media: - Connect Facebook, Twitter and LinkedIn - Schedule shares and retweets to be posted later - Mute people temporarily - Reorder who you see first with a simple drag gesture - Social CRM that cuts out the noise from social media Email: - New! Sort email by time or by how important the sender is to you - Archive or delete all your junk/bulk mail in a single swipe - Bookmark any message so you don’t forget to follow-up later - Supports Gmail, iCloud, Microsoft Exchange, Outlook, Yahoo!, AOL and IMAP CLOZE PRO - New! Connect Evernote to automatically match notes to contacts - New! Connect your mobile phone account for automatic call logging (AT&T, Verizon, T-Mobile USA, Sprint) - New! Calendar support - Get the context before a meeting with a single view of every interaction you’ve had with meeting attendees (Google Calendar, Microsoft Exchange, Outlook, and iCloud) - New! Get reminded if you don’t receive a reply to an important email - New! Automatic reminders when it’s time to reach out to key contacts - New! Agenda view - one place to see all your meetings, reminders, follow-ups, and alerts - New! Company views - see your complete history with a company without any setup - New! Log meeting and call notes - New! Save emails to Evernote - New! Filter your contacts, email and social by customer or prospect - New! Email templates - Get notified when a recipient opens an email or clicks on a link you sent - Enrich contacts from email signatures - Unlimited email accounts, contacts, API use Cloze is free to use. Cloze Pro adds the features above and is available as a 14-day no-obligation free trial or by monthly or annual subscription. Cloze and Cloze Pro is available on the iPhone, iPad, and web - your account works everywhere. PRIVACY & SECURITY PLEDGE - We won't spam your email or social networks. - We won't share or sell your information. It’s for your eyes only. - You always control when Cloze posts on your behalf. - We'll be open and transparent as to how we will use your information within Cloze.
Cloze Relationship Management screenshot 1Cloze Relationship Management screenshot 2Cloze Relationship Management screenshot 3Cloze Relationship Management screenshot 4

Reviews (6 cached)

★★☆☆☆2016-06-01
Aussie Transport

We have had several issues, couple were fixed. Our main issue is, that Support is email based only. They dont have anyway for you to contact a live person, and refuse to work via phone. As this has been a big issue, as they only want you to send screen shots of your issues. Very difficult to work with.

★★☆☆☆2013-10-27
Justina Cerra

This app has SO MUCH potential, but it just doesn't do it for me. Getting new updates is a hassle because you have to manually refresh the page. It's also irritating in the fact that it doesn't actually sync all your contacts from every source. I receive an overwhelming amount of updates from Facebook, but almost none from Twitter and none at all from LinkedIn, yet on my dashboards for both my Twitter and LinkedIn pages, I'm seeing constant updates. As far as the Facebook updates go on this, you can't keep up with conversations because originals aren't seen. For example, if someone posts a comment to a picture or a status update, all you see is the comment itself and not the original post. What's the point of keeping up with the conversation that way? When someone does post a picture and you do see it, though, the pictures are so large that you have to scroll to see them, and you can't see the entire picture in one window. Again, defeating the purpose of viewing media on the app because to see it you'll have to go to the actual Facebook webpage. As far as the "teams" go on here, you have to have a company email that is confirmed via Cloze, SO annoying if you want to use it for social purposes only. The layout is really interesting and I could see this app becoming really useful with an update, but until that update comes along I just don't see it sticking around long on my desk.

★★☆☆☆2013-08-18
Georgia Woodall

wouldnt let me login at all

★★★☆☆2015-03-20
Leon Parnas

Lots of promise and well conceptualized, but doesn't yet work well enough to be useful. Many minor defects and a few not-so-minor ones, no support or even a way to submit a defect. No search function in the "inbox" - only in contacts. Not customizable enough across the board. Will definitely come back in a few months and see if it's improved.

★★★☆☆2013-03-05
Qwiksylvr 2012

It's helpful to keep things all in one place. It's very overwhelming in areas though.

★★★☆☆2013-01-16
Gergely Bényi

First thing I noticed was that it didn't track comments in my facebook groups or google chat. Because of this, the whole fancy scoring system is useless. Looks nice tho, and support is very friendly and helpful.

Permissions (2)

Permissions

notifications Can show desktop notifications unlimitedStorage

Details

Version 4.0.2
Updated Mar 25, 2015
Size 15.97KiB
First Seen Mar 27, 2026