Cloze Relationship Management

I’ve used this app for about 3 years. As an Outside Salesman working with homeowners and residential home builders I have a lot to keep track of and follow up to do. CLOZE really helps me stay on track and scheduled. I use follow up items daily and track my sales trends through the “Deals” feature. Like anything, it’s only as good as the information you input and you have to input religiously to get the most out of it. I’ve learned to add a persons name after an introduction and set them up in the system for sales now and later. I like using the delayed email feature too and know when a customer opens up my emails. Often, I will notice someone who reopens an email I sent months ago. When that happens, I like to call them or send a note to them touching base. This timing often leads to a new sales opportunity. The app is not not perfect but it’s been great for the most part and it does help to set me apart from other salespeople I compete against. I’d love to see CLOZE add a project management aspect to the app. It would help me schedule out action steps better if they did. Also, if I have multiple “Deals” with the same customer the app doesn’t do a great job of keeping details separated in specific information buckets. Information tends to bleed together too much. Searches for files and old emails are a breeze and probably one of the best features in the app.! Syncing of devices is very fast and I can flow from my phone to my iPad to my laptop seamlessly. If you want to be more organized and need more sales I recommend this app.

I’ve been using Cloze for over a year and I’m very happy with it. First, with most CRM tools, you have to start by entering a lot of data - Cloze starts by importing data from the tools you already use, like email, phone, social media, notes. It then helps keep the contact data updated, by checking email footers and other sources like data services. It also automatically links new communications like email, phone calls, notes to contacts. The system also tracks email details like whether my sent emails have been opened by the sender, reminds me when I’ve made a commitment in an email that I need to put in my calendar, and more. For pipeline, it uses a kanban board interface so I can see quickly where a prospect is in the pipe and next steps. One of my favorite features is search - I can do searches on all the indexed content from email, notes headers, phone, contact details like job, and more. I sometimes can’t recall names but can use other bits of data in a search to find contact names. It also supports prospecting tasks like outbound emailing, but I haven’t used that yet. Plus, the system gets better and better with regular new releases of functionality. Great work, Cloze!

I've spent about two weeks on trial accounts with at least 15 different CRM or contact management apps and it actually took me awhile to find Cloze on CRM comparison websites. It may not fit the power user but has some unique features not found in most of the other apps I've tried. Cloze is great for building relationships, reconnecting (and reminding you) with contacts you've been out of touch with and just a great tool built around relationships and keeping track of tasks, deals and appointments. It's a joy to use and has great social media integration. It has two way email sync and tracking. I found the amount of information it populates the system with amazing and I hope the company continues to develop and refine it.