Cloze Relationship Management

Cloze Relationship Management

Smart CRM, Inbox and Contacts

⭐️4.6 / 5
Rating
🙌2.3K
Ratings
📼5 scs
Content
📦~ in 4 months
Updates frequency
🗣❌ unsupported
Your locale
🧾$19.99 - $499.99
In-App Purchase

All Versions of Cloze Relationship Management

2024.6

June 5, 2024

Version 2024.6 • Automatically summarize your communication timelines using AI • Use AI to create listing descriptions from property pictures • Table view of contacts, deals, and listings on iPad • Full-screen Kanban board view on iPad • Analytics for automated campaigns • Integrations with MoxiWorks, RealScout, MAXA Designs, and more 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
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2023.10

October 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
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2023.4

April 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.
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2022.9

September 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
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2022.06

June 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
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2021.11

November 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
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2021.7

July 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
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2021.2

February 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
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2020.10

October 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)
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2020.9.1

September 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)
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Cloze Relationship Management In-App Purchases History

$19.99

Cloze Pro

Cloze Pro includes Agenda view, calendar, Evernote, automatic call logging (US carriers), email open alerts, reminders, contact update from email signatures, company/customer/prospect tracking, and unlimited email accounts, contacts, and other data.
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$24.99

Business Silver

Everything in Cloze Pro and team support

$34.99

Business Gold

Everything in Silver and team analytics

$49.99

Business Platinum

Everything in gold, sub teams, and matching

$199.99

Cloze Pro

Cloze Pro includes Agenda view, calendar, Evernote, automatic call logging (US carriers), email open alerts, reminders, contact update from email signatures, company/customer/prospect tracking, and unlimited email accounts, contacts, and other data.
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$249.99

Business Silver Annual

Everything in Cloze pro and team support

$349.99

Business Gold Annual

Everything in Silver and team analytics

$499.99

Business Platinum Annual

Everything in Gold, sub teams, and matching

Price History of Cloze Relationship Management

Description of 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
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Cloze Relationship Management: FAQ

Does Cloze Relationship Management have support for iPad devices?

Yes, Cloze Relationship Management is compatible with iPad devices.
Cloze, Inc. developed the Cloze Relationship Management app.
The minimum supported iOS version for the Cloze Relationship Management app is iOS 11.0.
Cloze Relationship Management has a consumer rating of 4.6 and receives plenty of positive reviews.
The Main Genre Of The Cloze Relationship Management App Is Productivity.
The latest version of Cloze Relationship Management is 2024.6.
Cloze Relationship Management rolled out its latest update on June 29, 2024.
Cloze Relationship Management originally came out on February 5, 2023.
Cloze Relationship Management is suitable for children aged Cloze, Inc..
Cloze Relationship Management is available in English, German, Northern Sami and 1 more.
Unfortunately, Cloze Relationship Management is not on Apple Arcade.
Yes, Cloze Relationship Management allows for in-app purchases to enhance your experience.
No, you cannot use Cloze Relationship Management with Apple Vision Pro.

Screenshots of Cloze Relationship Management

iphone
ipad

Alternatives to Cloze Relationship Management

Reviews of Cloze Relationship Management

  • Keeps logging me out

    The service is fine but the app is frustrating. It continuously logs me out. Twice in the past hour. Previously I contacted the support team and their response was “it’s for security” and that was it. Fine, then offer a Face ID login or anything other than having to go through the full login process each time. And if it was for security then why doesn’t the web version log me out? It feels like it was a lazy response to a bug.

    The app will also lag and not sync. I will clear items and then they’ll all reappear a few moments later. This happens with high frequency. I’ll have to clear items several times before they actually clear and stop reappearing. I’ll also be reading or writing an email and it’ll suddenly refresh and kick me back to the general inbox

    The app is frustrating enough that I have been hunting for a better service for a while just to be done with the app
  • This is the best I ever seen try this hacker out ✅✅

    We got different intents coming here to read for an app to track our partner's or friends so it's advisable to know the truth and not fall prey to evil ones. I have been in a long distance marriage because of the nature of my job, my husband cheated on me times without number but since I wasn't around to get him caught red handed in the act, I decided to hack his cell phone to get all the data activities on his device. I got in contact with this hacker hacktech04er@gmailcom through the head of the IT department in my workplace. According to him, after a long search on here he got to discover this genius and swift IT personnel, this guy is the best in the game right now. He shared me his contact info, after I got in contact with him, we made a deal and I paid him, his service is very affordable. I doubted the services at first but what I felt impossible became possible within hours, I got access to my husband phone activities, I don't know how he did it but it looked like a magic cause it was as if I had the phone in my palms. I got access to his location, Snapchat messages and videos, WhatsApp, Instagram, Facebook, call logs, video chat, text messages etc all in one swipe. I'm happy I got to discover the truth, knowing is better than self doubt. He is definitely the real deal, do not hesitate to reach out to him at hacktech04er@gmailcom for a perfect, quality and satisfactory spying and investigator services.
  • Could us improvement

    The app is buggy with things like texting through dialpad using templates, sometimes it'll bring up a text template for you to edit & send other times nothing, sometimes the text from template button isn't even there. Help desk may take over 8 hours to address your concern and may not resolve it. But I see how having your text, calls, and, emails for a specific contact logged in this format could be helpful. I just feel that not every functionality works as intended.