TrustRadius Insights
Cloze has proven to be a valuable tool for organizing and managing interactions, making it effective for catching and categorizing leads. …
Starting at $17 per month billed annually
View PricingOverview
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,…
Recent Reviews
Pricing
Pro
$17
Cloud
per month billed annually
Silver
$21
Cloud
per month billed annually
Gold
$29
Cloud
per month billed annually
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.cloze.com/app/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $17 per month billed annually
Product Details
- About
- Tech Details
What is Cloze?
Cloze Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Comparisons
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Reviews and Ratings
(21)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
Cloze has proven to be a valuable tool for organizing and managing interactions, making it effective for catching and categorizing leads. Users appreciate its scheduling and reminder system, which helps them stay organized and accountable when following up with clients. Additionally, Cloze merges contacts together, even if they are unrelated, creating a unified contact with combined information. This feature is particularly beneficial for small businesses starting out on their CRM journey, as it allows them to scale their operations to meet revenue targets and manage product growth. While team members may require some self-training to understand how Cloze works, users find it helpful in tracking client sessions, customizing follow-ups, and setting new reminders for unresponsive clients. Cloze provides a high-level view of everything, acting as a personal assistant by cutting out redundancies and simplifying communication tracking. It is ideal for managing tasks, improving client communication, and reducing data entry time. Users highly recommend Cloze for both work and personal use.
Users commonly recommend the following when using Cloze:
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Try the free trial and set up quickly. Reviewers suggest giving Cloze a try with the free trial as it doesn't take long to set up.
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Customize and connect multiple accounts. Users recommend customizing and connecting as many accounts as possible in Cloze to maximize its capabilities.
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Utilize integrations with other apps. Many reviewers mention that Cloze is great for CRM, cost, value, and salesperson management, especially due to its compatibility with other online applications like Evernote and Dropbox.
Attribute Ratings
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
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
- 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.
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.
March 11, 2022
Beware, Cloze Will Merge Contacts Without Your Approval.
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.
- 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.
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.
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.
- 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.
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
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
- Time Management
- Optimization
- Sales Streamline