2023.10
2023-10-10
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
2023.4
2023-04-24
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.
2022.9
2022-09-26
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
2022.06
2022-06-09
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
2021.11
2021-11-19
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
2021.7
2021-07-09
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
2020.9.1
2020-09-20
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)
2020.9
2020-09-17
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)
2020.4
2020-04-22
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
2020.1
2020-01-31
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
2019.4.1
2019-10-25
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
2019.4
2019-10-21
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
2019.3
2019-07-31
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
2019.2
2019-06-24
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
2019.1.1
2019-02-07
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)
2019.1
2019-01-23
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)
2018.3.2
2018-11-05
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.
2018.3.1
2018-09-17
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.
4.9.5
2018-05-26
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
4.9.4
2018-02-25
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
4.9.3
2017-12-15
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
4.9.2
2017-11-01
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
4.9.1
2017-09-26
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
4.9.0
2017-09-20
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
4.8.4
2017-04-27
Version 4.8.4
• Bug fixes
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 4.8.2
• Bug fixes
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
Version 4.7.1
• Bug fixes and improvements
Version 4.7.0
• Scheduled send: Write your email now, have Cloze deliver it later
• Deep search: Search for keywords and phrases in emails, attachments, notes, and documents (works with Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote)
• iOS 10 support
4.8.3
2017-04-14
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 4.8.2
• Bug fixes
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
Version 4.7.1
• Bug fixes and improvements
Version 4.7.0
• Scheduled send: Write your email now, have Cloze deliver it later
• Deep search: Search for keywords and phrases in emails, attachments, notes, and documents (works with Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote)
• iOS 10 support
4.8.2
2017-01-20
Version 4.8.2
• Bug fixes
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
Version 4.7.1
• Bug fixes and improvements
Version 4.7.0
• Scheduled send: Write your email now, have Cloze deliver it later
• Deep search: Search for keywords and phrases in emails, attachments, notes, and documents (works with Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote)
• iOS 10 support
4.8.1
2016-12-23
Version 4.8.1
• Bug fixes
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
Version 4.7.1
• Bug fixes and improvements
Version 4.7.0
• Scheduled send: Write your email now, have Cloze deliver it later
• Deep search: Search for keywords and phrases in emails, attachments, notes, and documents (works with Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote)
• iOS 10 support
4.8.0
2016-12-20
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
Version 4.7.1
• Bug fixes and improvements
Version 4.7.0
• Scheduled send: Write your email now, have Cloze deliver it later
• Deep search: Search for keywords and phrases in emails, attachments, notes, and documents (works with Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote)
• iOS 10 support
4.7.1
2016-09-15
Version 4.7.1
• Bug fixes and improvements
Version 4.7.0
• Scheduled send: Write your email now, have Cloze deliver it later
• Deep search: Search for keywords and phrases in emails, attachments, notes, and documents (works with Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote)
• iOS 10 support
4.7.0
2016-09-10
Version 4.7.0
• Scheduled send: Write your email now, have Cloze deliver it later
• Deep search: Search for keywords and phrases in emails, attachments, notes, and documents (works with Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote)
• iOS 10 support
• Bug fixes and improvements
Version 4.6.1
• Support different types of project/deal stages
• New setting to create deal when contact is changed to Potential
• Added new swipe actions on the Week in Review
• Bug fixes
Version 4.6.0
• Slack - Cloze automatically links your Slack conversations to people, companies, projects and deals
• Files - Built-in support for Dropbox, Google Drive, Google Docs, Microsoft OneNote, and Slack
• Files - Relevant files automatically show up in the Files tab of any person, company, project, or deal
• Notes - Microsoft OneNote - Just like Evernote, you can now use OneNote for notes in Cloze
• Share - Share all your communication with the people you trust - your Inner Circle
• Share - Share the activity timeline for any contact assigned to you
Version 4.5.0: Cloze Business - Extend Cloze Pro across your entire 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
• Centrally control your users and team settings
Also in Version 4.5.0:
• Filter your agenda by meetings, to dos and more
• New inbox Focused and Bulk views
• Mail merge
• New relationship stage for leads
• Logging of calls, voicemail, text and faxes with RingCentral
• Advanced keyword categorization
Version 4.1.1:
• Quick navigation in your Agenda
• New "Week in Review" section
• Set reminders and to-dos for a specific time of day
• When you log a meeting or call, you can backdate it
• Items saved for "Someday" now show on your agenda
• You can now pick which email attachments to forward
• Redesigned contact profile view for iPhone
• Support for Evernote Business and Evernote Reminders
• Works with iPad split view multitasking
• Support for iPad Pro
Version 4.1.0:
• Track the activity around projects, deals and sales automatically.
• Create repeatable checklists for your projects so you always know where you are
• Sync your Cloze contacts to iOS so you can use them from any app
• Add To-Dos to your contacts to track things you have to get done
• Save email attachments directly to Evernote in a single tap.
• With iOS 9 add documents as attachments to your emails - from Dropbox, Box, iCloud, Google Drive and more.
• Sort and group people, companies, projects and deals by stage
• Customize your view for iPhone or iPad.
Version 4.0.6:
• Bug fixes
Version 4.0.5:
• Support for iOS 9 public beta
• Support for Zapier to help you connect your favorite apps to Cloze
• Improved detection of meeting timezones
• Choose app for calls, messaging and maps
• Manage dialing prefix when Dial Assist is not available
• Bug fixes and refinements
Version 4.0.4:
• New types of relationships - partner, supplier, etc.
• Organize and track your next steps for relationships
• Support call history for AT&T Premier Business accounts
• Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
• Swipe right to reconfirm meetings, follow-up with contacts, and more
• Read, post, and reply to your Facebook pages
• Sort contacts by "when you went quiet" to see who you haven't talked to recently
• Customize your keep-in-touch settings for each custom list
• Swipe to clear all items from an agenda section
• Yahoo! calendar support
Version 4.0.2:
• Email templates and draft management
• HTML email signatures (by email account)
• Gmail alias support
4.6.1
2016-07-10
Version 4.6.1
++ Support different types of project/deal stages
++ New setting to create deal when contact is changed to Potential
++ Added new swipe actions on the Week in Review
++ Bug fixes
Version 4.6.0
++ Slack - Cloze automatically links your Slack conversations to people, companies, projects and deals
++ Files - Built-in support for Dropbox, Google Drive, Google Docs, Microsoft OneNote, and Slack
++ Files - Relevant files automatically show up in the Files tab of any person, company, project, or deal
++ Notes - Microsoft OneNote - Just like Evernote, you can now use OneNote for notes in Cloze
++ Share - Share all your communication with the people you trust - your Inner Circle
++ Share - Share the activity timeline for any contact assigned to you
Version 4.5.0: Cloze Business - Extend Cloze Pro across your entire 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
++ Centrally control your users and team settings
Also in Version 4.5.0:
++ Filter your agenda by meetings, to dos and more
++ New inbox Focused and Bulk views
++ Mail merge
++ New relationship stage for leads
++ Logging of calls, voicemail, text and faxes with RingCentral
++ Advanced keyword categorization
Version 4.1.1:
++ Quick navigation in your Agenda
++ New "Week in Review" section
++ Set reminders and to-dos for a specific time of day
++ When you log a meeting or call, you can backdate it
++ Items saved for "Someday" now show on your agenda
++ You can now pick which email attachments to forward
++ Redesigned contact profile view for iPhone
++ Support for Evernote Business and Evernote Reminders
++ Works with iPad split view multitasking
++ Support for iPad Pro
Version 4.1.0:
++ Track the activity around projects, deals and sales automatically.
++ Create repeatable checklists for your projects so you always know where you are
++ Sync your Cloze contacts to iOS so you can use them from any app
++ Add To-Dos to your contacts to track things you have to get done
++ Save email attachments directly to Evernote in a single tap.
++ With iOS 9 add documents as attachments to your emails - from Dropbox, Box, iCloud, Google Drive and more.
++ Sort and group people, companies, projects and deals by stage
++ Customize your view for iPhone or iPad.
Version 4.0.6:
++ Bug fixes
Version 4.0.5:
++ Support for iOS 9 public beta
++ Support for Zapier to help you connect your favorite apps to Cloze
++ Improved detection of meeting timezones
++ Choose app for calls, messaging and maps
++ Manage dialing prefix when Dial Assist is not available
++ Bug fixes and refinements
Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support
Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support
4.6.0
2016-05-26
Version 4.6.0
++ Slack - Cloze automatically links your Slack conversations to people, companies, projects and deals
++ Files - Built-in support for Dropbox, Google Drive, Google Docs, Microsoft OneNote, and Slack
++ Files - Relevant files automatically show up in the Files tab of any person, company, project, or deal
++ Notes - Microsoft OneNote - Just like Evernote, you can now use OneNote for notes in Cloze
++ Share - Share all your communication with the people you trust - your Inner Circle
++ Share - Share the activity timeline for any contact assigned to you
Version 4.5.0: Cloze Business - Extend Cloze Pro across your entire 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
++ Centrally control your users and team settings
Also in Version 4.5.0:
++ Filter your agenda by meetings, to dos and more
++ New inbox Focused and Bulk views
++ Mail merge
++ New relationship stage for leads
++ Logging of calls, voicemail, text and faxes with RingCentral
++ Advanced keyword categorization
Version 4.1.1:
++ Quick navigation in your Agenda
++ New "Week in Review" section
++ Set reminders and to-dos for a specific time of day
++ When you log a meeting or call, you can backdate it
++ Items saved for "Someday" now show on your agenda
++ You can now pick which email attachments to forward
++ Redesigned contact profile view for iPhone
++ Support for Evernote Business and Evernote Reminders
++ Works with iPad split view multitasking
++ Support for iPad Pro
Version 4.1.0:
++ Track the activity around projects, deals and sales automatically.
++ Create repeatable checklists for your projects so you always know where you are
++ Sync your Cloze contacts to iOS so you can use them from any app
++ Add To-Dos to your contacts to track things you have to get done
++ Save email attachments directly to Evernote in a single tap.
++ With iOS 9 add documents as attachments to your emails - from Dropbox, Box, iCloud, Google Drive and more.
++ Sort and group people, companies, projects and deals by stage
++ Customize your view for iPhone or iPad.
Version 4.0.6:
++ Bug fixes
Version 4.0.5:
++ Support for iOS 9 public beta
++ Support for Zapier to help you connect your favorite apps to Cloze
++ Improved detection of meeting timezones
++ Choose app for calls, messaging and maps
++ Manage dialing prefix when Dial Assist is not available
++ Bug fixes and refinements
Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support
Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support
4.5.0
2016-03-15
Version 4.5.0: Cloze Business - Extend Cloze Pro across your entire 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
++ Centrally control your users and team settings
Also in Version 4.5.0:
++ Filter your agenda by meetings, to dos and more
++ New inbox Focused and Bulk views
++ Mail merge
++ New relationship stage for leads
++ Logging of calls, voicemail, text and faxes with RingCentral
++ Advanced keyword categorization
Version 4.1.1:
++ Quick navigation in your Agenda
++ New "Week in Review" section
++ Set reminders and to-dos for a specific time of day
++ When you log a meeting or call, you can backdate it
++ Items saved for "Someday" now show on your agenda
++ You can now pick which email attachments to forward
++ Redesigned contact profile view for iPhone
++ Support for Evernote Business and Evernote Reminders
++ Works with iPad split view multitasking
++ Support for iPad Pro
Version 4.1.0:
++ Track the activity around projects, deals and sales automatically.
++ Create repeatable checklists for your projects so you always know where you are
++ Sync your Cloze contacts to iOS so you can use them from any app
++ Add To-Dos to your contacts to track things you have to get done
++ Save email attachments directly to Evernote in a single tap.
++ With iOS 9 add documents as attachments to your emails - from Dropbox, Box, iCloud, Google Drive and more.
++ Sort and group people, companies, projects and deals by stage
++ Customize your view for iPhone or iPad.
Version 4.0.6:
++ Bug fixes
Version 4.0.5:
++ Support for iOS 9 public beta
++ Support for Zapier to help you connect your favorite apps to Cloze
++ Improved detection of meeting timezones
++ Choose app for calls, messaging and maps
++ Manage dialing prefix when Dial Assist is not available
++ Bug fixes and refinements
Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support
Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support
Version 4.0: Cloze Pro - New Premium Option for Smarter Relationship Management
++ Log your phone calls automatically by connecting your US mobile phone account
++ Evernote - Cloze matches notes to contacts automatically
++ Calendar support - get the context before a meeting with a single view of every interaction you’ve had with meeting attendees
++ Company views - see your complete history with a company without any setup
++ Track customers and prospects separate from everyone else
++ Stay-in-touch reminders - Cloze automatically prompts you when it’s time to reach out
++ Follow-up reminders - reminds you if someone doesn’t respond to your email
++ Integrate Cloze with other apps - import/export, APIs, and x-callback-url support
++ Agenda view - one place to see all your meetings, reminders, follow-ups, and alerts
4.1.1
2015-11-18
Version 4.1.1:
++ Quick navigation in your Agenda
++ New "Week in Review" section
++ Set reminders and to-dos for a specific time of day
++ When you log a meeting or call, you can backdate it
++ Items saved for "Someday" now show on your agenda
++ You can now pick which email attachments to forward
++ Redesigned contact profile view for iPhone
++ Support for Evernote Business and Evernote Reminders
++ Works with iPad split view multitasking
++ Support for iPad Pro
Version 4.1.0:
++ Track the activity around projects, deals and sales automatically.
++ Create repeatable checklists for your projects so you always know where you are
++ Sync your Cloze contacts to iOS so you can use them from any app
++ Add To-Dos to your contacts to track things you have to get done
++ Save email attachments directly to Evernote in a single tap.
++ With iOS 9 add documents as attachments to your emails - from Dropbox, Box, iCloud, Google Drive and more.
++ Sort and group people, companies, projects and deals by stage
++ Customize your view for iPhone or iPad.
Version 4.0.6:
++ Bug fixes
Version 4.0.5:
++ Support for iOS 9 public beta
++ Support for Zapier to help you connect your favorite apps to Cloze
++ Improved detection of meeting timezones
++ Choose app for calls, messaging and maps
++ Manage dialing prefix when Dial Assist is not available
++ Bug fixes and refinements
Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support
Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support
Version 4.0: Cloze Pro - New Premium Option for Smarter Relationship Management
++ Log your phone calls automatically by connecting your US mobile phone account
++ Evernote - Cloze matches notes to contacts automatically
++ Calendar support - get the context before a meeting with a single view of every interaction you’ve had with meeting attendees
++ Company views - see your complete history with a company without any setup
++ Track customers and prospects separate from everyone else
++ Stay-in-touch reminders - Cloze automatically prompts you when it’s time to reach out
++ Follow-up reminders - reminds you if someone doesn’t respond to your email
++ Integrate Cloze with other apps - import/export, APIs, and x-callback-url support
++ Agenda view - one place to see all your meetings, reminders, follow-ups, and alerts
4.1.0
2015-09-19
Version 4.1.0:
++ Track the activity around projects, deals and sales automatically.
++ Create repeatable checklists for your projects so you always know where you are
++ Sync your Cloze contacts to iOS so you can use them from any app
++ Add To-Dos to your contacts to track things you have to get done
++ Save email attachments directly to Evernote in a single tap.
++ With iOS 9 add documents as attachments to your emails - from Dropbox, Box, iCloud, Google Drive and more.
++ Sort and group people, companies, projects and deals by stage
++ Customize your view for iPhone or iPad.
Version 4.0.6:
++ Bug fixes
Version 4.0.5:
++ Support for iOS 9 public beta
++ Support for Zapier to help you connect your favorite apps to Cloze
++ Improved detection of meeting timezones
++ Choose app for calls, messaging and maps
++ Manage dialing prefix when Dial Assist is not available
++ Bug fixes and refinements
Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support
Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support
Version 4.0: Cloze Pro - New Premium Option for Smarter Relationship Management
++ Log your phone calls automatically by connecting your US mobile phone account
++ Evernote - Cloze matches notes to contacts automatically
++ Calendar support - get the context before a meeting with a single view of every interaction you’ve had with meeting attendees
++ Company views - see your complete history with a company without any setup
++ Track customers and prospects separate from everyone else
++ Stay-in-touch reminders - Cloze automatically prompts you when it’s time to reach out
++ Follow-up reminders - reminds you if someone doesn’t respond to your email
++ Integrate Cloze with other apps - import/export, APIs, and x-callback-url support
++ Agenda view - one place to see all your meetings, reminders, follow-ups, and alerts
4.0.6
2015-07-28
Version 4.0.6:
++ Bug fixes
Version 4.0.5:
++ Support for iOS 9 public beta
++ Support for Zapier to help you connect your favorite apps to Cloze
++ Improved detection of meeting timezones
++ Choose app for calls, messaging and maps
++ Manage dialing prefix when Dial Assist is not available
++ Bug fixes and refinements
Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support
Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support
Version 4.0: Cloze Pro - New Premium Option for Smarter Relationship Management
++ Log your phone calls automatically by connecting your US mobile phone account
++ Evernote - Cloze matches notes to contacts automatically
++ Calendar support - get the context before a meeting with a single view of every interaction you’ve had with meeting attendees
++ Company views - see your complete history with a company without any setup
++ Track customers and prospects separate from everyone else
++ Stay-in-touch reminders - Cloze automatically prompts you when it’s time to reach out
++ Follow-up reminders - reminds you if someone doesn’t respond to your email
++ Integrate Cloze with other apps - import/export, APIs, and x-callback-url support
++ Agenda view - one place to see all your meetings, reminders, follow-ups, and alerts
4.0.5
2015-07-20
Version 4.0.5:
++ Support for iOS 9 public beta
++ Support for Zapier to help you connect your favorite apps to Cloze
++ Improved detection of meeting timezones
++ Choose app for calls, messaging and maps
++ Manage dialing prefix when Dial Assist is not available
++ Bug fixes and refinements
Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support
Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support
Version 4.0: Cloze Pro - New Premium Option for Smarter Relationship Management
++ Log your phone calls automatically by connecting your US mobile phone account
++ Evernote - Cloze matches notes to contacts automatically
++ Calendar support - get the context before a meeting with a single view of every interaction you’ve had with meeting attendees
++ Company views - see your complete history with a company without any setup
++ Track customers and prospects separate from everyone else
++ Stay-in-touch reminders - Cloze automatically prompts you when it’s time to reach out
++ Follow-up reminders - reminds you if someone doesn’t respond to your email
++ Integrate Cloze with other apps - import/export, APIs, and x-callback-url support
++ Agenda view - one place to see all your meetings, reminders, follow-ups, and alerts
4.0.4
2015-06-07
Version 4.0.4:
++ New types of relationships - partner, supplier, etc.
++ Organize and track your next steps for relationships
++ Support call history for AT&T Premier Business accounts
++ Add email aliases for iCloud, Yahoo, Outlook.com, and IMAP
Version 4.0.3:
++ Swipe right to reconfirm meetings, follow-up with contacts, and more
++ Read, post, and reply to your Facebook pages
++ Sort contacts by "when you went quiet" to see who you haven't talked to recently
++ Customize your keep-in-touch settings for each custom list
++ Swipe to clear all items from an agenda section
++ Yahoo! calendar support
Version 4.0.2:
++ Email templates and draft management
++ HTML email signatures (by email account)
++ Gmail alias support
Version 4.0: Cloze Pro - New Premium Option for Smarter Relationship Management
++ Log your phone calls automatically by connecting your US mobile phone account
++ Evernote - Cloze matches notes to contacts automatically
++ Calendar support - get the context before a meeting with a single view of every interaction you’ve had with meeting attendees
++ Company views - see your complete history with a company without any setup
++ Track customers and prospects separate from everyone else
++ Stay-in-touch reminders - Cloze automatically prompts you when it’s time to reach out
++ Follow-up reminders - reminds you if someone doesn’t respond to your email
++ Integrate Cloze with other apps - import/export, APIs, and x-callback-url support
++ Agenda view - one place to see all your meetings, reminders, follow-ups, and alerts