Top Cloze Alternatives & Competitors For 2024

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Looking for alternatives to Cloze? Many users crave user-friendly and feature-rich solutions for tasks like Dashboards and Reports, Opportunity Management, and Product Management. Leveraging crowdsourced data from over 1,000 real CRM Software selection projects based on 400+ capabilities, we present a comparison of Cloze to leading industry alternatives like Pipedrive, Insightly, Streak CRM, and kvCORE.

Insightly Software Tool

Product Basics

Cloze serves as a personal assistant to help businesses build and nurture customer relationships. It offers automated, smart and proactive customer engagement services that drive growth. It focuses on automatically keeping track of phone calls, emails, text messages, meeting schedules, documents and social media alerts. It assists in organizing customer data based on contacts, company information, meetings, communication and more, allowing organizations to carry out operations effortlessly.

The platform’s algorithm uses artificial intelligence to understand and adapt to the needs of the company and its employees.
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Pipedrive supports sales professionals in managing every phase of the sales process, from lead generation to customer contact. Forecasting enables sales reps to close more deals, and visual pipelines clarify what stage a lead is in and what action is required.

Users can simplify and streamline tasks with automation and AI capabilities. It offers integrations and an open API, so companies can plug in third-party apps to further extend its capabilities.
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Insightly is a cloud-based platform with tools that support every phase of the customer lifecycle. The solution’s capabilities allow organizations to accomplish sales activities, nurture customer relationships and manage projects to deliver on customer orders. The software is best suited for small businesses, although several larger companies have had success with the product as well.
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Streak CRM is built into Gmail, allowing users to manage common sales tasks directly from their inbox. It facilitates pipeline management so users can track leads, follow up, collaborate and close deals. Three different pricing tiers make it useful for both individuals who need basic functions and companies that require more advanced capabilities.

In addition to managing a pipeline, users can also leverage it to manage projects, foster business relationships, run fundraisers, provide customer support and execute other projects that require tracking details.
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kvCORE is a cloud-based, suite solution designed to optimize growth and streamline operations for real estate agencies. It provides users with workflow automation, centralized data and AI-powered tools to boost efficiency.

Realtors can build comprehensive client profiles using validated data, manage leads and SOI from a central dashboard and share contact profiles with other stakeholders.

The mobile app offers additional accessibility with features like a power dialer, remote communication and task management. Users can improve extensibility with Zapier integrations.

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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
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Documentation
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Knowledge Base
24/7 Live Support
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Product Ranking

#128

among all
CRM Software

#1

among all
CRM Software

#12

among all
CRM Software

#7

among all
CRM Software

#20

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
73
70
we're gathering data
we're gathering data
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90
74
we're gathering data
we're gathering data
we're gathering data
82
81
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100
100
we're gathering data
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Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Dashboards and Reports
Platform Security
Product Management
Account and Contact Management
Integrations and Extensibility
Dashboards and Reports
Product Management
Integrations and Extensibility
Platform Security
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Cloze
Pipedrive
Insightly
Streak CRM
kvCORE
+ Add Product + Add Product
Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration 90 82 100 77 78 79 65 0 69 100 62 68 75 74 81 100 66 73 50 74 0 73 100 62 45 58 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 11 reviews
Excellent User Sentiment 6235 reviews
Great User Sentiment 1732 reviews
Excellent User Sentiment 1045 reviews
Excellent User Sentiment 2022 reviews
92%
of users recommend this product

Cloze has a 'excellent' User Satisfaction Rating of 92% when considering 11 user reviews from 1 recognized software review sites.

90%
of users recommend this product

Pipedrive has a 'excellent' User Satisfaction Rating of 90% when considering 6235 user reviews from 6 recognized software review sites.

81%
of users recommend this product

Insightly has a 'great' User Satisfaction Rating of 81% when considering 1732 user reviews from 5 recognized software review sites.

90%
of users recommend this product

Streak CRM has a 'excellent' User Satisfaction Rating of 90% when considering 1045 user reviews from 5 recognized software review sites.

94%
of users recommend this product

kvCORE has a 'excellent' User Satisfaction Rating of 94% when considering 2022 user reviews from 3 recognized software review sites.

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5.0 (24)
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4.3 (1253)
4.1 (550)
4.5 (152)
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4.54 (2491)
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4.48 (433)
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4.6 (11)
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4.6 (73)
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4.1 (201)
4.0 (614)
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4.8 (34)

Awards

User Favorite Award
User Favorite Award
Platform Security Award
we're gathering data
User Favorite Award
User Favorite Award

Synopsis of User Ratings and Reviews

Centralized Communication: Cloze automatically logs emails, calls, meetings, and messages, providing a comprehensive view of all interactions with each contact. This eliminates the need to manually update records and ensures that everyone on the team has access to the latest information.
Automated Data Entry: Cloze can automatically capture and populate contact information, saving users time and effort. This includes details such as names, email addresses, phone numbers, and social media profiles.
Relationship Management: Cloze helps users stay on top of their relationships by providing reminders and suggestions for follow-up actions. This ensures that no important contacts fall through the cracks and that relationships are nurtured over time.
Pipeline Management: Cloze provides tools for managing sales pipelines, including the ability to track deals, set reminders, and forecast revenue. This helps sales teams stay organized and efficient.
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Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
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Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
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Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
Reminders: Every user who refers to this feature liked the ability to frequently follow up
Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
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Client Engagement: Reviewers who mention this feature enjoyed the automated follow-ups and ability to send bulk emails and texts.
Lead Management: Users referencing this feature noted the software’s efficiency in generating, categorizing, tracking and nurturing leads.
Organized Information: The software helps keep information organized in a central repository with a updated dashboard making it easy to see SOI information, search for contacts and track communication activity.
Ease of Use: A majority of the reviews about usability approve of how user-friendly and easy-to-navigate the platform is.
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Limited Customization: Users express frustration with the lack of flexibility in customizing Cloze to fit their specific workflows and preferences, especially when compared to more established CRM solutions.
Learning Curve: The AI-driven features, while powerful, can present a steep learning curve for new users accustomed to traditional CRM systems. This can lead to a longer onboarding process and potential resistance from teams.
Mobile App Limitations: The mobile app's functionality is reported to be less comprehensive than the web version, hindering productivity for users who rely on mobile access to their CRM data.
Pricing Structure: Some users find the pricing structure, particularly for larger teams or those requiring advanced features, to be less competitive compared to alternative CRM options.
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Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.
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Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.
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Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.
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Customer Support: A majority of the reviewers who mention this feature felt support response times need improvement.
Technical Glitches: The interface has some small technical issues, and users get logged out frequently, particularly with the mobile app.
Slow Process: Every user who references this aspect noted that the system is slow to load at times.
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Want to close more deals and build better relationships? Cloze might be the missing piece of the puzzle. Cloze has garnered a reputation as a robust relationship management tool, but how does it stack up against the competition? User reviews from the past year highlight both the strengths and weaknesses of this popular platform. Cloze shines in its ability to centralize communication, pulling together emails, calls, meetings, and social media interactions into a single, unified interface. This comprehensive view allows users to stay on top of their interactions and nurture relationships more effectively. The platform's AI-powered features, such as automated reminders and contact suggestions, further enhance productivity by streamlining workflows and ensuring that no opportunity falls through the cracks. However, some users find the interface overwhelming, particularly those new to CRM systems. The learning curve can be steep, and navigating the various features may require some initial investment of time and effort. Additionally, while Cloze offers integrations with popular business tools, some users report limitations in the depth and flexibility of these integrations. So, who is Cloze best suited for? Its comprehensive features and AI capabilities make it ideal for businesses and individuals with a high volume of contacts and a need for efficient relationship management. Sales teams, entrepreneurs, and professionals in relationship-driven industries can particularly benefit from Cloze's ability to streamline communication and provide valuable insights. However, those seeking a simpler, more intuitive CRM solution may find other options on the market more suitable.

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Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

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Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

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Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

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kvCORE is an all-in-one platform designed specifically for the real estate industry. It provides AI-powered tools to automate lead nurturing and identify high-potential prospects. Realtors can optimize lead generation through customizable IDX websites and capture leads from various sources. Additionally, the platform automates repetitive tasks such as email follow-ups and lead scoring, while the mobile app enhances accessibility for on-the-go management.User reviews generally highlight the platform's strengths in client engagement, lead management, organized information storage, and user-friendliness. Some areas for improvement, include customer support response times, occasional technical glitches, and slow loading speeds. Overall, kvCORE offers a comprehensive suite of features designed to streamline real estate CRM workflows for larger teams as small teams and sole realtors may find pricing is cost-prohibitive.

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