Reliable CRM to automatically syncs with Google Drive/MS OneDrive files and folders
May 20, 2021

Reliable CRM to automatically syncs with Google Drive/MS OneDrive files and folders

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Cloze

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.

Do you think Cloze delivers good value for the price?


Are you happy with Cloze's feature set?


Did Cloze live up to sales and marketing promises?


Did implementation of Cloze go as expected?


Would you buy Cloze again?


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!