Cloze

I use Cloze to keep my real estate business running smoothly. It organizes my clients, vendors, deals and emails. Recently I’ve begun to use the campaign function and have found it a real time saver. I especially like how it allows me to link emails with my Deals and clients. No more wasted time searching through volumes of emails to find a relevant detail. I’ve tried other programs but nothing pulls it all together like Cloze.

• Saved me loads of time
• Makes me appear more professional
• My agency offers a similar program but I use Cloze and am willing to pay for the extra features

Followup CRM

Trello, Dotloop

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.

• NONE WE HAVE LEFT.

• 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.

• 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

Outlook4Gmail, Shared Contacts for Gmail and Boomerang Commerce CommerceIQ

Zapier, Google Drive, WhatsApp Business

• 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.

erxes and Flowlu

erxes, Flowlu, Plutio

• Time Management
• Optimization
• Sales Streamline

Pipedrive

Pipedrive