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
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.
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?
Yes
Are you happy with Cloze's feature set?
Yes
Did Cloze live up to sales and marketing promises?
Yes
Did implementation of Cloze go as expected?
Yes
Would you buy Cloze again?
Yes