Cloze Reviews & Pricing

by Cloze | Founded 2012, Cambridge, MA

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Overview Pricing Benefits Reviews Features

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What is Cloze?

Industry Specialties: Serves all industries.

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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User Sentiment

Based on 11 reviews:

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Cloze Pricing

Based on our most recent analysis, Cloze pricing starts at $17 (Monthly).

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Starting From: $17
Pricing Model: Monthly
Free Trial: Yes, Request for Free

Training Resources

Cloze is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Cloze:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Cloze Benefits and Insights

Why use Cloze?

Key differentiators & advantages of Cloze

AI-Driven Productivity: Eliminates the need for manual data entry, ensures timely follow-ups and sends alerts on action reminders. It also finds and keeps a track of milestones to strengthen motivation and boost the productivity of the team.
Visibility Through Analytics: Understand where most of the time is being spent in a business through activity analytics. Pipeline analytics offers insights for spotting deals and projects while lead analytics provides input on the movement of leads and where engagement is low.
Templates Library: Offers image-rich, customizable, and pixel-perfect templates. Provides control over themes, styles, brand content, layouts and more. Customize templates to fit business needs and branding, and then send them via email and text.
Business-Grade Email: Provides the ease of seamless email marketing with built-in support and GDPR compliance. Offers email scheduling, email mergers for scalability, templates and reports on sent and opened emails.
Automated CRM: Eliminates the need for manual data entry and questions of what to do next by automatically capturing data and sending alerts, reminders and next action steps in the pipeline. Automatically creates to-do lists, agendas, meetings and follow-ups. Assists with generating sales forecasts, drive engagement, tracks activity, and provides insights via analytics.

Industry Expertise

The vendor caters to businesses managing customer relationships in various sectors such as real estate, recruiting, sales and services, consultancy, and non-profit organizations.

Cloze Reviews

Average customer reviews & user sentiment summary for Cloze:

11 reviews

92%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Cloze reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

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.

Cons

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.

Researcher's Summary:

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.

Key Features

Automated Lead Capture: Automatically captures leads from various sources, instantly pushes them to the appropriate agent’s phone and allows them to accept and follow-up with the leads — all from one dashboard. Allow employees to compete on the lead through a lead pond. Automatically sends alerts and notifications on the arrival of new leads.
Relationship Tracking: Track lead follow-ups, the source of truth in communications, lead engagement analytics and the team leaderboard for coaching and mentoring. Sends alerts for business anniversaries, policy reminders, as well as references for efficient follow-ups and relationship tracking.
Personal Assistant: Detects action items in messages, sends reminders, keeps contacts up-to-date and assists in designating the next action step.
Cloze Business: Benefits teams, individuals and administrators by giving records of employee activities, contact allotment and follow-up prompt. Streamlines administrative tasks such as easy onboarding, day-to-day workflow, user and team management. Addresses and takes care of security and more.
Add-ons and Accessibility: Provides access to any webpage through extensions. Syncs calls and texts to the cloud account for ease of access. Includes access anytime, from anywhere via its mobile app for iOS and Android.
Unified Contact Management: Contact lists are automatically merged and updated on a unified dashboard. Creates a list of company records, contacts, and emails; builds a custom segment of 10, 25 or 100 contacts for easy access.