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What is Cloze?

Cloze is a contact automation and meeting log tool that pulls from apps to automatically create one view of every person and company - all their contact details, their complete history - every email back and forth, phone calls, meetings,…

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Recent Reviews

Smart Sales CRM

10 out of 10
April 29, 2020
Cloze is being used by the entire sales team. It keeps us all on track for organization, accountability, reporting, and tracking.
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per month billed annually



per month billed annually



per month billed annually

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $17 per month billed annually
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Product Details

What is Cloze?

Cloze Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Reviews and Ratings


Attribute Ratings


(1-4 of 4)
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Score 6 out of 10
Vetted Review
Verified User
It's being used across the entire organization, the business problems that it solves for us are email management and CRM. It allows us to share contact information, deal information, work on the same contacts while keeping all data up to date, it [also] allows us to work as a team without having to redo the work all the time.
  • Contact management
  • Contact enrichment
  • Email management
  • Automated decisions need to be much better
  • User interface needs to improve dramatically
  • Navigating back and forth from the different panels
Cloze makes automatic decisions that often make no sense and you don't discover those mistakes unless it's too late. I would prefer Cloze to be less "Intelligent" and prompt the user more often to make specific decisions.

Cloze is a good tool as an email system with great analytics on the contacts and on the emails.

The user interface is far too full of information, it’s too much not to be distracted. It would be great if it was simplified.

I do not recommend it as a Sales CRM because it’s very complicated to manage the deals and the contacts involved in every deal.

Cloze needs a total and profound refurbishment.
  • Contact management
  • Email management
  • Contact enrichment
  • Easy to enrich the information related to a specific contact in an automated way
  • Knowing when recipients receive and read their emails
  • Save time building the CRM
It is a CRM and an email system all in one compared to the other three, with a much higher automation level.

I chose Cloze only because of its email receipt confirmation feature, which is still the main reason why I use it today.

Moreover, I like the fact that contacts are automatically enriched with more information as the conversation with that person continues and more information items are being shared.
Score 1 out of 10
Vetted Review
Verified User
Cloze Software has some good features set up. The biggest issue is that they have smart features set up in their CRM which most of the time is great but we have asked Cloze to turn off those features on our account and in our experience, they refused to do so. The problem we keep having and have had for 3 or 4 years is that when Cloze software feels that two contacts are the same (even though the name, phone number, email address, and business name have no indicators that they are affiliated) Cloze will merge them into a single contact automatically without asking if we want to merge them or not. So Cloze tried to fix it but it's on a case-by-case situation where they go into the coding and put in blocks so two contacts won't merge any longer. Instead of doing what we ask and that stops the AI. When we show Cloze what is happening they tell us that we can fix those. But in order to do so, you have to remove the contacts and info that doesn't belong in the one contact and turn it back to the original contact. Now the bigger issue is when you go in to merge the information and names that don't belong in the merged contact that information gets dropped back into Cloze without the original contact name, all the notes and info you had associated with that contact are no longer affiliated and you have to basically rebuild those contacts again. When we try to explain everything to Cloze I feel like they just ignore us, they have been doing it for some time and we are done dealing with them.
  • Easy to use
  • Auto populates contacts upon send or receive of email
  • Is a simple system
  • Contacts merge without user's permission.
  • Cloze auto merges contacts and you have to go split them back apart if they don't belong.
  • Support is terrible in my opinion. I feel they won't and don't listen to your problem or solve it, they tell you how they use it and that is the way things are. I don't believe they are not here to help you, all they care about is $$$$$.
  • They don't offer phone support unless you want to spend $250 a month or have 10+ users on your account. They started that 2 years after we signed up with them.
  • Their support is sending you instructions they have posted on the website, and in my experience, if you don't understand what they sent they will not offer to do a screen share session to help you better understand what they are talking about.
It's ok for personal use but for business use, it is begging to become a terrible system. We used it for 5 years and after that, we have decided to move to a different system, upon export of the information we started looking at and our database of contacts was so messed up with contacts merged together that don't belong together. So as our database was so corrupted we had to start over with new contact lists and rebuild everything again. I would not recommend this software unless you have your own IT department that can fix things themselves.
  • Negative - We have a contact database of 100000 contacts that we have to go in and rebuild on our new TMS system because, in our experience, Cloze destroyed 5 years worth of data with their smart features and AI.
They don't, they say they are a personal contact manager but I believe they are wanting large companies that have their own IT Departments as they don't really offer that good of support in my opinion and they do not have phone support. I wouldn't recommend this software to anyone for personal or business.
Score 9 out of 10
Vetted Review
Verified User
First CRM I used to get my business up and running, 5 years ago. Still use it.
  • Automatically logs calls.
  • Automatically syncs related files, emails to contacts.
  • Mobile apps is feature rich.
  • Reliable, with no found bugs.
  • Not good as a comprehensive project management tool.
Great for sole business owners and salespeople who use Google Drive or Microsoft OneDrive in a business and want automatic touchpoint reminders with all prospects, clients, suppliers, etc. This helps as a quasi admin assistant.

More importantly, Cloze will help to keep good records over the entire history of contacts without the need for unnecessary manual input!
  • Automatic syncing with Google Drive.
  • Automatic syncing with Microsoft OneDrive.
  • Semi-automatic reminders.
  • Automatic call logging.
  • Won more jobs via being organised with automatic reminders.
  • Saved a lot of time, finding related contacts, job files, etc. due to powerful Google Drive and Microsoft OneDrive syncing, and fetching of files.
Has been my main stay for a CRM over 5 years in business (when testing others, it is always a fallback). The reliability and syncing across accounts and email correspondence etc. has proven powerful and a great time-saver.
The downside is that it is not strong as a project management tool/ task manager for Service Delivery.
Don't expect it to be an email marketing tool either. It was not designed as such.
April 29, 2020

Smart Sales CRM

Score 10 out of 10
Vetted Review
Verified User
Cloze is being used by the entire sales team. It keeps us all on track for organization, accountability, reporting, and tracking.
  • Smart Technology
  • Time Saving Tactics
  • Reporting
  • Instant Contact Saving
  • Collaboration Combining Tools
  • Sales Tracking
  • Personal Assistant
  • Sales Pipeline
  • Sales Goals
  • IOS contact Linking and Merging
If you are looking for a great CRM that does NOT require tons of data entry that can keep you organized and clearly show you where your time is being spent to increase sales, then Cloze is the best app out there by far!
  • Time Management
  • Optimization
  • Sales Streamline
The ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.
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