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Cloze

Cloze

Overview

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

TrustRadius Insights

Cloze has proven to be a valuable tool for organizing and managing interactions, making it effective for catching and categorizing leads. …
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Smart Sales CRM

10 out of 10
April 29, 2020
Incentivized
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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Pricing

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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
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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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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!

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:

  • 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.

  • Customize and connect multiple accounts. Users recommend customizing and connecting as many accounts as possible in Cloze to maximize its capabilities.

  • 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

(1-1 of 1)
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April 29, 2020

Smart Sales CRM

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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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