Cloze Relationship Management
Smart CRM, Inbox and Contacts
FreeOffers In-App Purchases
2023.10for iPhone, iPad and more
Age Rating
Cloze Relationship Management Screenshots
About Cloze Relationship Management
"Best Personal Assistant I have ever used, and I've used them all." - @SealMaster_CO
"Fantastic integration across multiple sources to create a single view of your relationships!" - SUJONEROPRJA
"I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!" - Nicholas Hughes
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t.
It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, and messages.
It's all organized for you - without any busy work.
With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.
SMART AI
• Understands action items and adds them to your Agenda (e.g. "Please review and get back to me by Friday.")
• Automatically reminds you when it’s time to reach out to key people
• Sees change to email signatures to update contacts
• Create newsletters, listing descriptions, and email replies with built-in ChatGPT
UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
PROFESSIONAL-CLASS EMAIL
• Get reminded if you don’t receive a reply to an important email
• Be notified when a recipient opens an email or clicks on a link you sent
• Templates: Create and reuse template emails Share them across your team
• Mail merge: Personalize email sent to many people at the same time
• Scheduled send: Write your email now, have Cloze deliver it later
• Built-in support for Do Not Contact and the GDPR
• Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP
CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically
• Next steps: Automatic reminders of what's next for any deal
• Add To-Dos to track things you have to get done
• Agenda: one place to see all your meetings, reminders and follow-ups
• Analytics: Pipeline, forecast, engagement, activity, and lead analytics
ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project and deal
• Calls: Automatically log your calls (AT&T, Verizon, T-Mobile USA, Sprint, RingCentral)
• Files: Automatically link files to your contacts (Dropbox, Drive, OneDrive, Slack)
• Notes: Automatically match notes to contacts (Evernote, OneNote)
• Messages: Track Slack messages about your clients and customers
• Calendar: Meeting context at your fingertips (Google, Office365, Exchange, Outlook, iCloud)
WORK AS A TEAM
• One team-wide view of all communication for every deal and project
• Always know who last talked to any customer, client, or prospect
• Assign and track who's responsible for contacts, next steps and to-dos
• Manage your all of your company's contacts, projects and deals in one place
Cloze is free to use for contact management and as a basic email app. Additional features require a subscription to Cloze Pro, Cloze Business (Silver, Gold, or Platinum) and are available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase.
Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew at the same price as the previous period unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. After purchase, your subscription may be managed, and auto-renewal turned off, in your App Store Account Settings.
PRIVACY & SECURITY PLEDGE
• We won't spam your contacts
• We won't sell your information
• It's your information not ours
You can find our terms of service here: https://www.cloze.com/app/legal/terms
And our privacy policy here: https://www.cloze.com/app/legal/privacy
"Fantastic integration across multiple sources to create a single view of your relationships!" - SUJONEROPRJA
"I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!" - Nicholas Hughes
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t.
It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, and messages.
It's all organized for you - without any busy work.
With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.
SMART AI
• Understands action items and adds them to your Agenda (e.g. "Please review and get back to me by Friday.")
• Automatically reminds you when it’s time to reach out to key people
• Sees change to email signatures to update contacts
• Create newsletters, listing descriptions, and email replies with built-in ChatGPT
UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
PROFESSIONAL-CLASS EMAIL
• Get reminded if you don’t receive a reply to an important email
• Be notified when a recipient opens an email or clicks on a link you sent
• Templates: Create and reuse template emails Share them across your team
• Mail merge: Personalize email sent to many people at the same time
• Scheduled send: Write your email now, have Cloze deliver it later
• Built-in support for Do Not Contact and the GDPR
• Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP
CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically
• Next steps: Automatic reminders of what's next for any deal
• Add To-Dos to track things you have to get done
• Agenda: one place to see all your meetings, reminders and follow-ups
• Analytics: Pipeline, forecast, engagement, activity, and lead analytics
ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project and deal
• Calls: Automatically log your calls (AT&T, Verizon, T-Mobile USA, Sprint, RingCentral)
• Files: Automatically link files to your contacts (Dropbox, Drive, OneDrive, Slack)
• Notes: Automatically match notes to contacts (Evernote, OneNote)
• Messages: Track Slack messages about your clients and customers
• Calendar: Meeting context at your fingertips (Google, Office365, Exchange, Outlook, iCloud)
WORK AS A TEAM
• One team-wide view of all communication for every deal and project
• Always know who last talked to any customer, client, or prospect
• Assign and track who's responsible for contacts, next steps and to-dos
• Manage your all of your company's contacts, projects and deals in one place
Cloze is free to use for contact management and as a basic email app. Additional features require a subscription to Cloze Pro, Cloze Business (Silver, Gold, or Platinum) and are available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase.
Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew at the same price as the previous period unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. After purchase, your subscription may be managed, and auto-renewal turned off, in your App Store Account Settings.
PRIVACY & SECURITY PLEDGE
• We won't spam your contacts
• We won't sell your information
• It's your information not ours
You can find our terms of service here: https://www.cloze.com/app/legal/terms
And our privacy policy here: https://www.cloze.com/app/legal/privacy
Show More
What's New in the Latest Version 2023.10
Last updated on Oct 10, 2023
Old Versions
Version 2023.10
• New profile design with infinite scrolling timeline and inline expansion
• Create advanced filters and dynamic audiences
• Updated design with new common actions button and simpler bulk operations
• Create multi-step drip campaigns with a single prompt using ChatGPT
• Use generative AI to create personal bios
• Create multi-language newsletters that automatically send in the client's language.
• Use Passkeys for passwordless login and 2-factor authentication
Version 2023.4 - Cloze’s built-in support for ChatGPT is here:
• Create new emails on any topic you choose
• Write email replies for you
• Edit content for style and tone
• Author complete newsletters on any topic in seconds
• Craft compelling listing descriptions
Version 2022.9
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
• New profile design with infinite scrolling timeline and inline expansion
• Create advanced filters and dynamic audiences
• Updated design with new common actions button and simpler bulk operations
• Create multi-step drip campaigns with a single prompt using ChatGPT
• Use generative AI to create personal bios
• Create multi-language newsletters that automatically send in the client's language.
• Use Passkeys for passwordless login and 2-factor authentication
Version 2023.4 - Cloze’s built-in support for ChatGPT is here:
• Create new emails on any topic you choose
• Write email replies for you
• Edit content for style and tone
• Author complete newsletters on any topic in seconds
• Craft compelling listing descriptions
Version 2022.9
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
Show More
Version History
2023.10
Oct 10, 2023
Version 2023.10
• New profile design with infinite scrolling timeline and inline expansion
• Create advanced filters and dynamic audiences
• Updated design with new common actions button and simpler bulk operations
• Create multi-step drip campaigns with a single prompt using ChatGPT
• Use generative AI to create personal bios
• Create multi-language newsletters that automatically send in the client's language.
• Use Passkeys for passwordless login and 2-factor authentication
Version 2023.4 - Cloze’s built-in support for ChatGPT is here:
• Create new emails on any topic you choose
• Write email replies for you
• Edit content for style and tone
• Author complete newsletters on any topic in seconds
• Craft compelling listing descriptions
Version 2022.9
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
• New profile design with infinite scrolling timeline and inline expansion
• Create advanced filters and dynamic audiences
• Updated design with new common actions button and simpler bulk operations
• Create multi-step drip campaigns with a single prompt using ChatGPT
• Use generative AI to create personal bios
• Create multi-language newsletters that automatically send in the client's language.
• Use Passkeys for passwordless login and 2-factor authentication
Version 2023.4 - Cloze’s built-in support for ChatGPT is here:
• Create new emails on any topic you choose
• Write email replies for you
• Edit content for style and tone
• Author complete newsletters on any topic in seconds
• Craft compelling listing descriptions
Version 2022.9
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
2023.4
Apr 24, 2023
Version 2023.4 - Cloze’s built-in support for ChatGPT is here:
• Create new emails on any topic you choose
• Write email replies for you
• Edit content for style and tone
• Author complete newsletters on any topic in seconds
• Craft compelling listing descriptions
Version 2022.9
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
Version 2021.11
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
• Create new emails on any topic you choose
• Write email replies for you
• Edit content for style and tone
• Author complete newsletters on any topic in seconds
• Craft compelling listing descriptions
Version 2022.9
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
Version 2021.11
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
2022.9
Sep 26, 2022
Version 2022.9
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
Version 2021.11
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
Version 2021.7
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• Snooze many items at once on the Agenda
• Show or hide app sections to customize the UI
• Separate automatic and manually created contacts
• Many campaign automation enhancements
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
Version 2021.11
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
Version 2021.7
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
2022.06
Jun 9, 2022
Version 2022.06
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
Version 2021.11
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
Version 2021.7
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
Version 2021.2
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
• Redesigned template library with 25+ new Marketing Mail features
• Create projects from campaign automation and 10+ other new campaign features
• "Out of office" automated campaigns to delegate or personalize responses by client
• Redesigned Agenda with faster loading and extensive customization
• Interactive email signature designer
• Visual data import mapper
• New integrations: Twilio, BombBomb, SkySlope, and more
Version 2021.11
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
Version 2021.7
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
Version 2021.2
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
2021.11
Nov 19, 2021
Version 2021.11
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
Version 2021.7
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
Version 2021.2
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
• Advanced Delegation – Retain privacy while delegating work to others. Delegates can act for many users at once.
• Campaign Automation – Trigger campaigns based on email recipient behavior, and more.
• Pinned Notes and Files – Pin notes and files to the top of the contact profile timeline for quick access.
• DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature.
Version 2021.7
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
Version 2021.2
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
2021.7
Jul 9, 2021
Version 2021.7
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
Version 2021.2
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
• Campaign Automation - Create drip campaigns and much more
• Audiences - Easily group contacts into different audiences with custom criteria
• Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds)
• Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline
• Multilingual Templates - Easily translate templates that can be sent to recipients in different languages
Version 2021.2
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
2021.2
Feb 14, 2021
Version 2021.2
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
• Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account
• DialPad support - Integrate DialPad calls and texts into Cloze
• Calendly support - Easily include single-use booking links in your email, templates, and signature
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
2020.10
Oct 30, 2020
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep your most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep your most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
2020.9.1
Sep 20, 2020
Version 2020.9.1
• Bug fixes and minor improvements
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep your most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
• Bug fixes and minor improvements
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep your most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
2020.9
Sep 17, 2020
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep your most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep your most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
2020.4
Apr 22, 2020
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep you most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep you most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
2020.1
Jan 31, 2020
Version 2020.1
• New "Focused" view for contacts lets you keep you most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
• New "Focused" view for contacts lets you keep you most important contacts separate from the rest.
• Search, view, and match real estate MLS listings to your clients
• Draw an area on a map to narrow the location for listing matching
• Buyer profile matching criteria can be more fine grained
• Edit tags inline (iPad)
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
2019.4.1
Oct 25, 2019
Version 2019.4.1
• Bug fixes
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
• Bug fixes
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
2019.4
Oct 21, 2019
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
2019.3
Jul 31, 2019
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
2019.2
Jun 24, 2019
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
2019.1.1
Feb 6, 2019
Version 2019.1.1
• Bug fixes
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
Version 2018.3.2
• Support for latitude/longitude on addresses
• Add postal addresses and pictures to Projects/Deals
• More flexibility in how Project/Deal Stages impact People
• Various bug fixes
Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)
• Bug fixes
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
Version 2018.3.2
• Support for latitude/longitude on addresses
• Add postal addresses and pictures to Projects/Deals
• More flexibility in how Project/Deal Stages impact People
• Various bug fixes
Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)
2019.1
Jan 23, 2019
Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
Version 2018.3.2
• Support for latitude/longitude on addresses
• Add postal addresses and pictures to Projects/Deals
• More flexibility in how Project/Deal Stages impact People
• Various bug fixes
Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
Version 2018.3.2
• Support for latitude/longitude on addresses
• Add postal addresses and pictures to Projects/Deals
• More flexibility in how Project/Deal Stages impact People
• Various bug fixes
Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)
2018.3.2
Nov 4, 2018
Version 2018.3.2
• Support for latitude/longitude on addresses
• Add postal addresses and pictures to Projects/Deals
• More flexibility in how Project/Deal Stages impact People
• Various bug fixes
Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)
Version 4.9.5
• First email app with built-in support for Do Not Contact and the GDPR
• Smart Links to automatically manage unsubscribe and lawful basis
• Country-aware enforcement of consent and unsubscribe rules
• Audit trails for changes made by team members
• Find and cleanup information both inside and outside Cloze to make Right to be Forgotten requests easy to handle
• Export timelines for people, companies, projects and deals
• Export CSV and vCards for people
• Further secure your account with Touch ID, Face ID, and authenticator apps
• Option to hide your email signature on reply or forward
• Default font size and more font options for sending email
Version 4.9.4
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics
Version 4.9.3 Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
• Support for latitude/longitude on addresses
• Add postal addresses and pictures to Projects/Deals
• More flexibility in how Project/Deal Stages impact People
• Various bug fixes
Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)
Version 4.9.5
• First email app with built-in support for Do Not Contact and the GDPR
• Smart Links to automatically manage unsubscribe and lawful basis
• Country-aware enforcement of consent and unsubscribe rules
• Audit trails for changes made by team members
• Find and cleanup information both inside and outside Cloze to make Right to be Forgotten requests easy to handle
• Export timelines for people, companies, projects and deals
• Export CSV and vCards for people
• Further secure your account with Touch ID, Face ID, and authenticator apps
• Option to hide your email signature on reply or forward
• Default font size and more font options for sending email
Version 4.9.4
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics
Version 4.9.3 Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
2018.3.1
Sep 17, 2018
Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)
Version 4.9.5
• First email app with built-in support for Do Not Contact and the GDPR
• Smart Links to automatically manage unsubscribe and lawful basis
• Country-aware enforcement of consent and unsubscribe rules
• Audit trails for changes made by team members
• Find and cleanup information both inside and outside Cloze to make Right to be Forgotten requests easy to handle
• Export timelines for people, companies, projects and deals
• Export CSV and vCards for people
• Further secure your account with Touch ID, Face ID, and authenticator apps
• Option to hide your email signature on reply or forward
• Default font size and more font options for sending email
Version 4.9.4
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics
Version 4.9.3 Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)
Version 4.9.5
• First email app with built-in support for Do Not Contact and the GDPR
• Smart Links to automatically manage unsubscribe and lawful basis
• Country-aware enforcement of consent and unsubscribe rules
• Audit trails for changes made by team members
• Find and cleanup information both inside and outside Cloze to make Right to be Forgotten requests easy to handle
• Export timelines for people, companies, projects and deals
• Export CSV and vCards for people
• Further secure your account with Touch ID, Face ID, and authenticator apps
• Option to hide your email signature on reply or forward
• Default font size and more font options for sending email
Version 4.9.4
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics
Version 4.9.3 Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
4.9.5
May 25, 2018
Version 4.9.5
• First email app with built-in support for Do Not Contact and the GDPR
• Smart Links to automatically manage unsubscribe and lawful basis
• Country-aware enforcement of consent and unsubscribe rules
• Audit trails for changes made by team members
• Find and cleanup information both inside and outside Cloze to make Right to be Forgotten requests easy to handle
• Export timelines for people, companies, projects and deals
• Export CSV and vCards for people
• Further secure your account with Touch ID, Face ID, and authenticator apps
• Option to hide your email signature on reply or forward
• Default font size and more font options for sending email
Version 4.9.4
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics
Version 4.9.3 Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
Version 4.9.2
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
• First email app with built-in support for Do Not Contact and the GDPR
• Smart Links to automatically manage unsubscribe and lawful basis
• Country-aware enforcement of consent and unsubscribe rules
• Audit trails for changes made by team members
• Find and cleanup information both inside and outside Cloze to make Right to be Forgotten requests easy to handle
• Export timelines for people, companies, projects and deals
• Export CSV and vCards for people
• Further secure your account with Touch ID, Face ID, and authenticator apps
• Option to hide your email signature on reply or forward
• Default font size and more font options for sending email
Version 4.9.4
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics
Version 4.9.3 Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
Version 4.9.2
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
4.9.4
Feb 24, 2018
Version 4.9.4
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics
Version 4.9.3
Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
Version 4.9.2
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
Version 4.8.3
• Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
• Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team.
• Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations.
• Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed.
Version 4.8.0
• Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically.
• Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically.
• Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote.
• Custom fields for people, companies, projects, and deals
• Accept meeting invites right from Cloze
• Expanded Custom Field options: pick list, text, date, number and currency fields
• Rearrange and organize Custom Fields in sections
• Link a Custom Field value to a record in another system
• New contact information pane built in to the profile view (iPad)
• Improved editor for adding and editing contact information details
• Set a default currency for Deals and Projects
• Set a fiscal year for Pipeline Analytics
Version 4.9.3
Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
Version 4.9.2
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
Version 4.8.3
• Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
• Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team.
• Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations.
• Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed.
Version 4.8.0
• Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically.
• Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically.
• Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote.
• Custom fields for people, companies, projects, and deals
• Accept meeting invites right from Cloze
4.9.3
Dec 15, 2017
Version 4.9.3
Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
Version 4.9.2
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
Version 4.8.3
• Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
• Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team.
• Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations.
• Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed.
Version 4.8.0
• Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically.
• Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically.
• Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote.
• Custom fields for people, companies, projects, and deals
• Accept meeting invites right from Cloze
Kanban Board views for People, Companies, Projects, and Deals are here!
• Visualize your entire workflow with a column for each Stage and Next Step.
• Tap and hold to drag a Person, Company, Project or Deal to another column.
• Scroll from left to right to see your progress.
• Available on iPad and cloze.com.
Version 4.9.2
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
Version 4.8.3
• Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
• Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team.
• Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations.
• Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed.
Version 4.8.0
• Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically.
• Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically.
• Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote.
• Custom fields for people, companies, projects, and deals
• Accept meeting invites right from Cloze
4.9.2
Oct 31, 2017
Version 4.9.2
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
Version 4.8.3
• Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
• Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team.
• Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations.
• Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed.
Version 4.8.0
• Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically.
• Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically.
• Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote.
• Custom fields for people, companies, projects, and deals
• Accept meeting invites right from Cloze
• iPhone X support
• Sort by "What's Due Next"
• Filter by who is assigned
• Google Tasks integration
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
Version 4.8.3
• Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
• Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team.
• Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations.
• Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed.
Version 4.8.0
• Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically.
• Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically.
• Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote.
• Custom fields for people, companies, projects, and deals
• Accept meeting invites right from Cloze
4.9.1
Sep 25, 2017
Version 4.9.1
• Bug fixes
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
Version 4.8.3
• Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
• Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team.
• Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations.
• Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed.
Version 4.8.0
• Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically.
• Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically.
• Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote.
• Custom fields for people, companies, projects, and deals
• Accept meeting invites right from Cloze
• Bug fixes
Version 4.9.0
• Smart Agenda Linking uses AI to automatically links agenda items to mentioned people
• Use natural language to create notes and To Dos (e.g. "call Dave tomorrow at noon")
• Support for Siri and iCloud Reminders
• Redesigned profile view
• New custom personal segments and Lost stage
• Allow custom fields to be specific to stages
• More granular control of Keep-In-Touch reminders
• Support for iOS 11
• CC other people on mail merge emails
• Set default font in mail settings
• Streamlined team view of stage, segment, and timeline activity
• Share individual messages with your team
• Now easier to keep your contacts in-sync with your team
• Team members can take ownership of unassigned contacts
• You can explicitly mark contacts as private
• Send a note to a team member right from any profile
Version 4.8.3
• Activity Analytics: See how you've been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
• Reporting for Pipeline, Leads, and Forecast: Visualize the progress for yourself and your team.
• Engagement Analytics: Quickly spot the leads, deals, and projects that are making progress and those that have stalled. Drill down to see the details of ongoing conversations.
• Timeline Filter: You can filter the Timeline of interactions for a person or company by Email, Calls, Meetings and others items to narrow the view as needed.
Version 4.8.0
• Smart Action Items: Cloze detects action items in email you send (e.g. "I'll get back to you on Friday") and adds them to your Agenda automatically.
• Smart Deadlines: Cloze detects deadlines in email you receive (e.g. "Please review and get your comments to me by Friday") and adds them to your Agenda automatically.
• Built-in Notes: Use Cloze’s built-in notes instead of, or in addition to, OneNote and Evernote.
• Custom fields for people, companies, projects, and deals
• Accept meeting invites right from Cloze
Cloze Relationship Management FAQ
Cloze Relationship Management is available in regions other than the following restricted countries:
China
Cloze Relationship Management supports English, German, Northern Sami, Spanish
Cloze Relationship Management contains in-app purchases. Please check the pricing plan as below:
Cloze Pro
$19.99
Cloze Pro
$199.99
Business Platinum
$49.99
Business Gold
$34.99
Business Silver
$24.99
Business Platinum Annual
$499.99
Business Gold Annual
$349.99
Business Silver Annual
$249.99
Click here to learn how to download Cloze Relationship Management in restricted country or region.
Check the following list to see the minimum requirements of Cloze Relationship Management.
iPhone
Requires iOS 11.0 or later.
iPad
Requires iPadOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
