Unlimited number of contacts. Connect unlimited number of email accounts.
All your notes, linked into your contacts' history.
There’s no manual tagging of notes or changes to the way you use Evernote.
Cloze analyzes the content of all your notes to find out what people
and companies a note refers to, so it can automatically link the note
to the right contact.
With Evernote Premium and Evernote Business, if you take a picture Cloze finds references to
contacts within the contents of the picture, so it can automatically link
the picture to the right contact.
You can also:
- Log meeting and call notes in Evernote from Cloze
- Save emails and attachments to Evernote
- Scan business cards with Evernote Premium or Evernote Business and they are automatically added to Cloze
- Create a new note from Cloze
Cloze automatically shows the calls you make and receive in
your contact history, so you know every
call you've made to anyone.
Because Cloze talks directly to your mobile phone carrier,
not to your phone, you can use Cloze on your tablet or desktop,
and still get your calls logged
Cloze currently supports AT&T, Verizon, T-Mobile USA, Sprint,
RingCentral - with more carriers coming soon.
Cloze can alert you when a recipient opens an email you sent,
or clicks on a link in the email. Cloze also can tell you whether
they opened it on a desktop or mobile and
where they were when they opened it.
Set reminders to follow-up on important messages you send or receive
so you never miss a follow up again.
Reminders can be set to always alert you, or only alert you if no one responds.
Keep In Touch
Cloze can automatically remind you when to reach out to key people.
There are 3 types of keep in touch reminders:
- Automatic. Cloze will automatically surface people you haven't
talked to recently that might still be important to keep in touch with.
- Recurring. Cloze reminds you if you haven't talked to a
customer or prospect recently.
- Planned. You can schedule a reminder for any contact right
from their profile.
Cloze analyzes email signatures in mail you receive and lets you know
when the sender's contact information has changed, so you can always have
the latest contact details for them.
One place to see all your meetings, reminders, follow-ups, and alerts.
For every meeting on your agenda, Cloze creates a briefing document about the attendees.
Cloze shows you every email and document you've exchanged with attendees,
notes about them, upcoming meetings and action items, as well as what they are
saying on social media.
Cloze highlights recent changes to the attendee list or attendee
status so you don't miss when key people back out or get added to your meeting.
Cloze currently supports Google Calendar, Microsoft Exchange, Office 365, Outlook,
iCloud, Yahoo - with more types of calendars coming soon.
See your complete history with a company without any setup. Cloze
automatically builds company profiles for your contacts' companies,
so you can look at your overall relationship with a company.
Projects and Deals
Automatically keep track of all the activities, notes, and follow-ups
for your projects, deals, and other deliverables in one place. Sort
and group your projects and deals by stage, deal value, end date, next steps, and more.
Add Next Steps to help you keep track of what you've done and what you
have left to do. Think of Next Steps as repeatable checklists that you
can write once and reuse.
For example, you might have specific steps you walk through for each active
project. Or in sales you might follow a specific sales process for potential
Set these up as Next Steps and you'll always know what steps are done,
and you'll be reminded to follow-up on the next thing you have to get
done — automatically.
Add to-dos to contacts, companies, and projects to keep track of all
the one-off things you need to get done that don't fit into your Next Steps.
Filter your email and social feeds to show just customers, prospects, or
other lists of contacts so you can focus on the people that matter most.
Cloze makes it a single swipe to reconfirm meetings, reach out to
contacts or follow-up on a next-step. Customize the templates and create
You can draft an email and schedule Cloze to send it
at a later date or time.
With Cloze, you can send a personalized email to multiple contacts at once.
Each person will receive their own email delivered through your own email account,
just as if you sent each a separate regular email. And, with open tracking, you'll
know who read the email you sent or clicked on a link.
Before you start your day, Cloze sends you a morning briefing that outlines
all the things you've got to get done for the day, emails and posts that you
haven't seen and might want to take a look at - as well as a snapshot of
what you've accomplished in the last week.
Beyond Cloze's native contact support, you can bulk import contacts from other
applications in CSV or vCard format, and organize them into lists for follow-up.
Once imported, Cloze will automatically enrich the contacts with information from
social media and other sources.
Integrate Cloze with your other applications, such as billing, project management,
and help desk — so you can have one place to view every interaction you've
had with people that matter to you.