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In-Depth CRM Review
212 Elm Street, Suite 400
Somerville, MA 02144-2959
CRM Taxonomy: CRM – Cloud
Sub-Category: Social CRM
Seats: Small Business/SMB/Enterprise
About the Company:
Apps to connect with the people that matter most.
Professional relationships form every day. They are the lifeblood of business and critical to our success. They grow and evolve. Some are steady and with you for a lifetime, others last only for a fleeting moment as they fly by in a Tweet or an email. A few start at work and become personal or vice-versa. And who is important today will be different next week or next year.
As technology has evolved and the number of ways we communicate has expanded, our networks have grown beyond what we can possibly keep track of on our own. We may have tens of thousands of contacts squirreled away in email and social feeds. And, at work we meet at least one new person per day. Double or triple that if you are in sales or any client-facing role.
Unfortunately all of the important stuff about our relationships — our “relationship gold” is trapped. It’s trapped in our email, meetings, phone calls, notes, documents and our work software too — and spread across a dozen apps or more. Leaving us with lots of manual work to stitch it together in a meaningful way. And no easy way to keep on top of it all without a roomful of assistants briefing you on what you need to know today, reminding you where you left off and when to follow-up.
Cloze is a step forward. Beyond the old address book that, even as an app, is just a collection of names and numbers. Beyond empty boxes like CRM that view people only as transactions that can be “won” or “lost”. We founded Cloze to unlock your “relationship gold”. We’ve designed Cloze to be automatic and smart. It eliminates the busy-work you hate and brings data science to your relationships to give you an edge and make your day a little less hectic.
We build products to help you focus on the people that matter.
About the Product:
No more data entry
Cloze automatically keeps track of your email, phone calls, meetings, documents, Evernote, LinkedIn, Facebook and Twitter. And everything from dozens of other services.
And it’s all organized for you — by contact, company, meeting, etc. — without any busy work.
We’ll even grab email signatures so your contacts are always up-to-date.
Never miss a follow-up
Cloze’s learning algorithm knows who is important to you and automatically prompts you when it is time to reach out, so you’ll always be on top of your customers and pipeline.
You’re always prepared
Cloze is like having a personal assistant that keeps you on top of your relationships.
Heading into a meeting? Cloze tells you exactly where you left off — with the context from Evernote, email, calls, social, documents and past meetings for every attendee.
Pricing for Cloze ranges from their free version to $19.99/user/month.
For complete pricing details, please contact the company directly. See:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Cloze:
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If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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Still have questions about Cloze? Just leave a comment below!