Cloze Relationship Management 2024.6

Cloze – Freeware – Android iOS
de votos 2304

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iOS

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Cloze is an exceptional personal assistant for managing your professional relationships. It provides timely prompts and keeps track of crucial details that are easy to forget.

By gathering information from your various apps, Cloze creates a comprehensive view of every person and company you interact with. It includes their contact details, as well as a complete history of your correspondence, phone calls, meetings, notes, files, and messages.

With Cloze, there's no need for tedious organization. Everything is neatly arranged for you.

One of the standout features of Cloze is its intelligent AI capabilities. It understands and adds action items to your agenda, sends reminders to reach out to important individuals, updates contacts based on changes in email signatures, and even offers built-in ChatGPT functionality for creating newsletters, listing descriptions, and email replies.

Cloze also excels in contact management. It consolidates all your contacts into a single location and ensures they are automatically kept up-to-date.

The email functionality offered by Cloze is top-notch. You can set reminders to follow up on important emails, receive notifications when recipients open your emails or click on links, create reusable email templates that can be shared across your team, personalize emails using the mail merge feature, schedule email deliveries in advance, and enjoy built-in support for Do Not Contact and GDPR compliance. Cloze supports various email providers such as Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, and IMAP.

With Cloze's CRM capabilities, you can effortlessly track project and deal activity. The platform provides automatic reminders for the next steps in any deal, enables the addition of to-do items for tracking tasks, offers a comprehensive agenda that displays all meetings, reminders, and follow-ups, and provides analytics on pipeline management, forecasting, engagement levels, activity, and lead performance.

Cloze ensures a unified view of all your communication channels. It organizes emails by people, company, project, and deal, logs your calls from various providers (AT&amp;T, Verizon, T-Mobile USA, Sprint, RingCentral), links files to your contacts (Dropbox, Drive, OneDrive, Slack), matches notes to contacts (Evernote, OneNote), tracks Slack messages related to clients and customers, and provides meeting context through integration with popular calendar services like Google, Office365, Exchange, Outlook, and iCloud.

Collaborating as a team becomes seamless with Cloze. You can access a team-wide view of all communication related to deals and projects, easily identify the most recent interaction with any customer or prospect, assign and monitor responsibilities for contacts, next steps, and to-dos, and manage all of your company's contacts, projects, and deals in one organized hub.

Cloze offers free use for contact management and basic email functionality. Additional features can be accessed through the subscription plans: Cloze Pro and Cloze Business (Silver, Gold, or Platinum). A 14-day no-obligation free trial is available for these plans, and they can be subscribed to on a monthly or annual basis through in-app purchases.

Subscription prices may vary depending on your location. Charges will be applied to your iTunes account and will automatically renew at the same price as the previous period unless cancelled at least 24 hours before the current period ends. Once paid for, subscriptions are non-refundable for the corresponding period. You can manage your subscription settings including auto-renewal by accessing your App Store Account Settings.

Cloze prioritizes privacy and security:

<ul>
 <li>We respect your contact's privacy and will not spam them.</li>
 <li>We will not sell your information.</li>
 <li>Your information belongs to you, not us.</li>
</ul>

For more information, please refer to our <a href="https://www.cloze.com/app/legal/terms">terms of service</a> and <a href="https://www.cloze.com/app/legal/privacy">privacy policy</a>.

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