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CLOZE HELP CENTER
Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS. Adjust settings for dialing, opening notes app and maps apps. Connect email, phone, calendar, messages, business and productivity apps. Sync iPhone and Android with Cloze. Add CustomCLOZE APIS OVERVIEW
Cloze APIs Overview. Direct access to Cloze's APIs are now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. Please see below for a list of APIs that are currentlyavailable.
CLOZE OUTLOOK ADD-IN The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in the tool bar. 2.) Click on My add-ins. 3.) In the Custom add-ins section click on "Add a custom add-in" and select "add from URL". 4.) VULNERABILITY DISCLOSURE POLICYINTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, W HOW DO I SETUP CARDDAV WITH MICROSOFT OUTLOOK? How do I setup CardDav with Microsoft Outlook? Tip: You can now sync contacts directly from Cloze to Office 365: Learn More You can sync your Cloze contacts to your phone, tablet or desktop so you can use them from any app. Cloze publishes contacts using CardDav so you never have to worry about conflicts or data getting overwritten by otherapps.
HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? 1.) Tap on More () in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com. 2.) Tap on Settings. 3.) Tap on Connected Accounts to expand the section and then tap on the "Add" button. Tap on your email service and repeat this step for each email service you wish to CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING All current users' archives are included in your subscription. Your Business Platinum team subscription also includes 5 free past team member archives. Additional past team member archives cost $5/archive/mo or $50/archive/yr. Archives can be deleted at any time. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze. Going forward all new calls will be synced to Cloze and logged - you're not limited to a history of only 500 calls and if you switch devices you don't lose your call history.CLOZE HELP CENTER
Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS. Adjust settings for dialing, opening notes app and maps apps. Connect email, phone, calendar, messages, business and productivity apps. Sync iPhone and Android with Cloze. Add CustomCLOZE APIS OVERVIEW
Cloze APIs Overview. Direct access to Cloze's APIs are now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. Please see below for a list of APIs that are currentlyavailable.
CLOZE OUTLOOK ADD-IN The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in the tool bar. 2.) Click on My add-ins. 3.) In the Custom add-ins section click on "Add a custom add-in" and select "add from URL". 4.) VULNERABILITY DISCLOSURE POLICYINTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, W HOW DO I SETUP CARDDAV WITH MICROSOFT OUTLOOK? How do I setup CardDav with Microsoft Outlook? Tip: You can now sync contacts directly from Cloze to Office 365: Learn More You can sync your Cloze contacts to your phone, tablet or desktop so you can use them from any app. Cloze publishes contacts using CardDav so you never have to worry about conflicts or data getting overwritten by otherapps.
HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? 1.) Tap on More () in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com. 2.) Tap on Settings. 3.) Tap on Connected Accounts to expand the section and then tap on the "Add" button. Tap on your email service and repeat this step for each email service you wish toCLOZE HELP CENTER
Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS. Adjust settings for dialing, opening notes app and maps apps. Connect email, phone, calendar, messages, business and productivity apps. Sync iPhone and Android with Cloze. Add Custom WHAT'S NEW AND COMING SOON TO CLOZE New iOS app for iPhone and iPad (version 2021.2) - Download the latest version from the App Store. New Android app for phone and tablet (version 2021.2) - Download the latest version from the Play Store Calendly - When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature.. Connect Calendly to ClozeCLOZE | SALES CRM
Cloze stitches together a single view of all the activity related to any customer, client, deal, or project, across everyone on your team. Since Cloze is hooked right to everyone's email, phone, and calendar, you always have an up-to-date view — without any work. Now everyone on your team can focus on what they need to get done, withoutCONNECTING ACCOUNTS
Connecting Accounts. You can keep using the tools you already use - email, mobile phone, calendar, documents, notes and more - Cloze automatically pulls from these to track everything happening for deals, projects, clients, and prospects.IMPORT / EXPORT
Contact support by clicking on the orange "Help and Feedback" button below if you have questions, before you upload . 1.) Tap on More () in the lower left of your screen on cloze.com. 2.) Tap on Settings. 3.) Scroll down to Import / Export and click to expand the section.MAIL MERGE OVERVIEW
Email multiple people at once with a personalized message for each recipient. Use Cloze's Mail Merge feature to email multiple people at once, but in a personalized manner. It is designed to let you communicate at scale with your real email while maintaining the one-to HOW DO I SEARCH BY CONTACT TAGS? To search by Tags you'll first need to add a Tag to a contact. Here are step-by-step instructions on how to create a new Tag . After you have created your Tag you can then search for it. You can search for the Person or Project or Deal based on the tags you entered. Type # . In this example Tap on the People section HOW I DO ADJUST THE PRIMARY DEAL OR 2.) Tap on Settings. Scroll down to the Customizations section and tap on Projects (or Deals or Sales or your custom label) to expand the section. 4.) Scroll down to the Deal (or Project) Stages section and tap on the dropdown to set your Stages. Do your deals include an Active stage after being won (delivery, services, subscription, etc.): HOW DO I EXPORT MY CONTACTS? Please follow these instructions on how to export your contacts. 1.) Tap on More () in the lower left of your screen on cloze.com. 2.) Tap on Settings. 3.) Scroll down to the Settings menu to the Import / Export section and click on Export to expand the section. Then click on the Export button and select this list you wish to export. HOW DO I SEND A NEW SALESFORCE LEAD TO CLOZE? Select New Lead Salesforce Trigger. Select your Salesforce account. Test this Step. Select Cloze as Action App. Select Create/Update and Person action. Select your Cloze account. Match up Salesforce Lead to Cloze Person. Select your Cloze Stage and Cloze Segment. In this example we are mapping a Salesforce lead to a Cloze "Not Yet Qualified CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING Multiple customizable roles for team members rights. Manage team member accounts (lock, unlock, delete, etc.). Enforce security policies such as 2-step authentication. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze.CLOZE HELP CENTER
Using Cloze Getting Started. This is a great place to start when you are first setting up your Cloze account. 3 articles . Help and Training. Get assistance from our team and register for a trainingclass.
WHAT'S NEW AND COMING SOON TO CLOZE New iOS app for iPhone and iPad (version 2021.2) - Download the latest version from the App Store. New Android app for phone and tablet (version 2021.2) - Download the latest version from the Play Store Calendly - When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature.. Connect Calendly to ClozeGETTING STARTED
Getting Started 6 Steps to Setup Success. Follow these 6 steps and you’ll get your Cloze account up and running in no time. If you'd like to get a full tour of Cloze and all its features, attend one of our weekly live webinars or take a video tour.. By the end of step 3: You’ll be up and runningCLOZE APIS OVERVIEW
Cloze APIs Overview. Direct access to Cloze's APIs are now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how toaccess it.
CLOZE OUTLOOK ADD-IN Cloze Outlook Add-in. Note: This feature is currently in beta.. The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in thetool bar.
INTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, W CALL AND TEXT SYNC APP FOR IOS (WINDOWS PC) Install the Cloze Call and Text Sync App on your Windows PC to automatically track iPhone calls and text messages. Automatic call tracking is included with all CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING Multiple customizable roles for team members rights. Manage team member accounts (lock, unlock, delete, etc.). Enforce security policies such as 2-step authentication. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze.CLOZE HELP CENTER
Using Cloze Getting Started. This is a great place to start when you are first setting up your Cloze account. 3 articles . Help and Training. Get assistance from our team and register for a trainingclass.
WHAT'S NEW AND COMING SOON TO CLOZE New iOS app for iPhone and iPad (version 2021.2) - Download the latest version from the App Store. New Android app for phone and tablet (version 2021.2) - Download the latest version from the Play Store Calendly - When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature.. Connect Calendly to ClozeGETTING STARTED
Getting Started 6 Steps to Setup Success. Follow these 6 steps and you’ll get your Cloze account up and running in no time. If you'd like to get a full tour of Cloze and all its features, attend one of our weekly live webinars or take a video tour.. By the end of step 3: You’ll be up and runningCLOZE APIS OVERVIEW
Cloze APIs Overview. Direct access to Cloze's APIs are now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how toaccess it.
CLOZE OUTLOOK ADD-IN Cloze Outlook Add-in. Note: This feature is currently in beta.. The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in thetool bar.
INTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, W CALL AND TEXT SYNC APP FOR IOS (WINDOWS PC) Install the Cloze Call and Text Sync App on your Windows PC to automatically track iPhone calls and text messages. Automatic call tracking is included with all WHAT'S NEW AND COMING SOON TO CLOZE Zillow - Connect your Zillow Premier Agent account to ensure your leads are automatically added to Cloze. Here are step-by-step instructions on how to get started.; DialPad - Requires Cloze Gold or Platinum Plan and Dialpad Pro Plan - New phone and text provider.. In real-time if a call is received you get a screen-pop in Cloze that lets you bring up the caller's profile. YOUR WHOLE TEAM ON THE SAME PAGE Work Together — Without Changing How You Work. Tools like Slack and Skype are great for your team, but with customers you send emails, make calls, and meet in-person.ABOUT CLOZE
Cloze is a free inbox app for the iPhone and iPad that helps you keep track of all your contacts from email and social. We learn who is important to you and put them up front, filtering out the rest.AUDIENCES OVERVIEW
Last People Import - When you import a spreadsheet you will see this audience created to make it easy to reference all of the people you just imported.; Archived People - Cloze automatically creates people from past conversations on email and calendar meetings to save you the time of manually creating contacts. In many cases, these are people where there is a lasting relationship, but in otherCLOZE APIS OVERVIEW
Cloze APIs Overview. Direct access to Cloze's APIs are now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how toaccess it.
VULNERABILITY DISCLOSURE POLICY Vulnerability Disclosure Policy Reporting Vulnerabilities. Cloze takes security and protection of user data very seriously. If you think you have discovered a security vulnerability in our software, please let us know by contacting security@cloze.com.. What to Include WHAT ARE CLOZE API FILTERS? What are Cloze API Filters? Note: This feature is currently in beta.. There are two options for filtering and both have their own advantages: Cloze API Filters; Zapier Filters; Please seeMAIL MERGE OVERVIEW
Mail Merge Overview Email multiple people at once with a personalized message for each recipient. Use Cloze's Mail Merge feature to email multiple people at once, but in a personalized manner. HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? How do I add an email account to Cloze? Cloze supports Gmail, G Suite, iCloud, Microsoft Exchange, Office 365 email, Outlook.com, Yahoo!, AOL and any email service that supports IMAP. MATCHING EXAMPLE: PROPERTIES TO REAL ESTATE BUYER Matching Example: Properties to Real Estate Buyer The Cloze Matching Engine is used to find people that match criteria for things you are brokering, like a property. CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING All current users' archives are included in your subscription. Your Business Platinum team subscription also includes 5 free past team member archives. Additional past team member archives cost $5/archive/mo or $50/archive/yr. Archives can be deleted at any time. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze. Going forward all new calls will be synced to Cloze and logged - you're not limited to a history of only 500 calls and if you switch devices you don't lose your call history.CLOZE HELP CENTER
Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS. Adjust settings for dialing, opening notes app and maps apps. Connect email, phone, calendar, messages, business and productivity apps. Sync iPhone and Android with Cloze. Add Custom CLOZE OUTLOOK ADD-IN The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in the tool bar. 2.) Click on My add-ins. 3.) In the Custom add-ins section click on "Add a custom add-in" and select "add from URL". 4.)CLOZE APIS OVERVIEW
Cloze APIs Overview. Direct access to Cloze's APIs are now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. Please see below for a list of APIs that are currentlyavailable.
INTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, W VULNERABILITY DISCLOSURE POLICY HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? 1.) Tap on More () in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com. 2.) Tap on Settings. 3.) Tap on Connected Accounts to expand the section and then tap on the "Add" button. Tap on your email service and repeat this step for each email service you wish to HOW I DO ADJUST THE PRIMARY DEAL OR 2.) Tap on Settings. Scroll down to the Customizations section and tap on Projects (or Deals or Sales or your custom label) to expand the section. 4.) Scroll down to the Deal (or Project) Stages section and tap on the dropdown to set your Stages. Do your deals include an Active stage after being won (delivery, services, subscription, etc.): CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING All current users' archives are included in your subscription. Your Business Platinum team subscription also includes 5 free past team member archives. Additional past team member archives cost $5/archive/mo or $50/archive/yr. Archives can be deleted at any time. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze. Going forward all new calls will be synced to Cloze and logged - you're not limited to a history of only 500 calls and if you switch devices you don't lose your call history.CLOZE HELP CENTER
Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS. Adjust settings for dialing, opening notes app and maps apps. Connect email, phone, calendar, messages, business and productivity apps. Sync iPhone and Android with Cloze. Add Custom CLOZE OUTLOOK ADD-IN The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in the tool bar. 2.) Click on My add-ins. 3.) In the Custom add-ins section click on "Add a custom add-in" and select "add from URL". 4.)CLOZE APIS OVERVIEW
Cloze APIs Overview. Direct access to Cloze's APIs are now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. Please see below for a list of APIs that are currentlyavailable.
INTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, W VULNERABILITY DISCLOSURE POLICY HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? 1.) Tap on More () in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com. 2.) Tap on Settings. 3.) Tap on Connected Accounts to expand the section and then tap on the "Add" button. Tap on your email service and repeat this step for each email service you wish to HOW I DO ADJUST THE PRIMARY DEAL OR 2.) Tap on Settings. Scroll down to the Customizations section and tap on Projects (or Deals or Sales or your custom label) to expand the section. 4.) Scroll down to the Deal (or Project) Stages section and tap on the dropdown to set your Stages. Do your deals include an Active stage after being won (delivery, services, subscription, etc.): WHAT'S NEW AND COMING SOON TO CLOZE New iOS app for iPhone and iPad (version 2021.2) - Download the latest version from the App Store. New Android app for phone and tablet (version 2021.2) - Download the latest version from the Play Store Calendly - When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature.. Connect Calendly to ClozeCLOZE HELP CENTER
Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS. Adjust settings for dialing, opening notes app and maps apps. Connect email, phone, calendar, messages, business and productivity apps. Sync iPhone and Android with Cloze. Add CustomCLOZE | SALES CRM
Cloze stitches together a single view of all the activity related to any customer, client, deal, or project, across everyone on your team. Since Cloze is hooked right to everyone's email, phone, and calendar, you always have an up-to-date view — without any work. Now everyone on your team can focus on what they need to get done, withoutAUDIENCES OVERVIEW
Last People Import - When you import a spreadsheet you will see this audience created to make it easy to reference all of the people you just imported.; Archived People - Cloze automatically creates people from past conversations on email and calendar meetings to save you the time of manually creating contacts. In many cases, these are people where there is a lasting relationship, but in otherCLOZE APIS OVERVIEW
Cloze APIs Overview. Direct access to Cloze's APIs are now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. Please see below for a list of APIs that are currentlyavailable.
CALL AND TEXT SYNC APP FOR IOS (WINDOWS PC) Connect your iPhone to your Windows PC using a lightening (USB) cable. Note: It is important that you connect your iPhone to your PC with a lightning cable, for the initial setup and sync. Once set up, the text messages will sync over Wi-Fi. 2.) Download the Cloze Call and Text sync app on your PC. Tap on the button to download the app.CONNECTING ACCOUNTS
Connecting Accounts. You can keep using the tools you already use - email, mobile phone, calendar, documents, notes and more - Cloze automatically pulls from these to track everything happening for deals, projects, clients, and prospects.IMPORT / EXPORT
Contact support by clicking on the orange "Help and Feedback" button below if you have questions, before you upload . 1.) Tap on More () in the lower left of your screen on cloze.com. 2.) Tap on Settings. 3.) Scroll down to Import / Export and click to expand the section. MATCHING EXAMPLE: PROPERTIES TO REAL ESTATE BUYER The Cloze Matching Engine is used to find people that match criteria for things you are brokering. Typically these are things like real estate, jobs, cars, yachts, and fund-raising campaigns. Pick List Custom Fields are used to show which People are a match to a Listing (Property, Job, Car, Yacht, Campaign, etc.) and vice-versa. HOW DO I SEND A NEW SALESFORCE LEAD TO CLOZE? Select New Lead Salesforce Trigger. Select your Salesforce account. Test this Step. Select Cloze as Action App. Select Create/Update and Person action. Select your Cloze account. Match up Salesforce Lead to Cloze Person. Select your Cloze Stage and Cloze Segment. In this example we are mapping a Salesforce lead to a Cloze "Not Yet Qualified CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING All current users' archives are included in your subscription. Your Business Platinum team subscription also includes 5 free past team member archives. Additional past team member archives cost $5/archive/mo or $50/archive/yr. Archives can be deleted at any time. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze. Going forward all new calls will be synced to Cloze and logged - you're not limited to a history of only 500 calls and if you switch devices you don't lose your call history. CLOZE | CONSULTING CRM Cloze stitches together a single view of all the activity related to any customer, client, deal, or project, across everyone on your team. Since Cloze is hooked right to everyone's email, phone, and calendar, you always have an up-to-date view — without any work. Now everyone on your team can focus on what they need to get done, withoutCLOZE HELP CENTER
Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS. Adjust settings for dialing, opening notes app and maps apps. Connect email, phone, calendar, messages, business and productivity apps. Sync iPhone and Android with Cloze. Add Custom CLOZE OUTLOOK ADD-IN The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in the tool bar. 2.) Click on My add-ins. 3.) In the Custom add-ins section click on "Add a custom add-in" and select "add from URL". 4.)INTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, WCONNECTING ACCOUNTS
HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? 1.) Tap on More () in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com. 2.) Tap on Settings. 3.) Tap on Connected Accounts to expand the section and then tap on the "Add" button. Tap on your email service and repeat this step for each email service you wish to HOW I DO ADJUST THE PRIMARY DEAL OR 2.) Tap on Settings. Scroll down to the Customizations section and tap on Projects (or Deals or Sales or your custom label) to expand the section. 4.) Scroll down to the Deal (or Project) Stages section and tap on the dropdown to set your Stages. Do your deals include an Active stage after being won (delivery, services, subscription, etc.): CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING All current users' archives are included in your subscription. Your Business Platinum team subscription also includes 5 free past team member archives. Additional past team member archives cost $5/archive/mo or $50/archive/yr. Archives can be deleted at any time. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze. Going forward all new calls will be synced to Cloze and logged - you're not limited to a history of only 500 calls and if you switch devices you don't lose your call history. CLOZE | CONSULTING CRM Cloze stitches together a single view of all the activity related to any customer, client, deal, or project, across everyone on your team. Since Cloze is hooked right to everyone's email, phone, and calendar, you always have an up-to-date view — without any work. Now everyone on your team can focus on what they need to get done, withoutCLOZE HELP CENTER
Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS. Adjust settings for dialing, opening notes app and maps apps. Connect email, phone, calendar, messages, business and productivity apps. Sync iPhone and Android with Cloze. Add Custom CLOZE OUTLOOK ADD-IN The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in the tool bar. 2.) Click on My add-ins. 3.) In the Custom add-ins section click on "Add a custom add-in" and select "add from URL". 4.)INTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, WCONNECTING ACCOUNTS
HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? 1.) Tap on More () in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com. 2.) Tap on Settings. 3.) Tap on Connected Accounts to expand the section and then tap on the "Add" button. Tap on your email service and repeat this step for each email service you wish to HOW I DO ADJUST THE PRIMARY DEAL OR 2.) Tap on Settings. Scroll down to the Customizations section and tap on Projects (or Deals or Sales or your custom label) to expand the section. 4.) Scroll down to the Deal (or Project) Stages section and tap on the dropdown to set your Stages. Do your deals include an Active stage after being won (delivery, services, subscription, etc.): WHAT'S NEW AND COMING SOON TO CLOZE New iOS app for iPhone and iPad (version 2021.2) - Download the latest version from the App Store. New Android app for phone and tablet (version 2021.2) - Download the latest version from the Play Store Calendly - When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature.. Connect Calendly to ClozeAUDIENCES OVERVIEW
Last People Import - When you import a spreadsheet you will see this audience created to make it easy to reference all of the people you just imported.; Archived People - Cloze automatically creates people from past conversations on email and calendar meetings to save you the time of manually creating contacts. In many cases, these are people where there is a lasting relationship, but in other HOW DO I CREATE AN AUDIENCE? How do I create an Audience? Note: The Cloze Audiences feature is currently in beta.Please reach out to support@cloze.com for early access. You can create additional custom audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts).CONNECTING ACCOUNTS
Connecting Accounts. You can keep using the tools you already use - email, mobile phone, calendar, documents, notes and more - Cloze automatically pulls from these to track everything happening for deals, projects, clients, and prospects. CALL AND TEXT SYNC APP FOR IOS (WINDOWS PC) Connect your iPhone to your Windows PC using a lightening (USB) cable. Note: It is important that you connect your iPhone to your PC with a lightning cable, for the initial setup and sync. Once set up, the text messages will sync over Wi-Fi. 2.) Download the Cloze Call and Text sync app on your PC. Tap on the button to download the app. VULNERABILITY DISCLOSURE POLICY The information you provide under this policy will be kept confidential within Cloze, and we will not share it with third parties without your permission. However, if the issue you found is within the scope of third-party infrastructure and/or software, we may disclosethe
HOW DO I EDIT AN EXISTING AUDIENCE? How do I edit an existing audience? Note: The Cloze Audiences feature is currently in beta.Please reach out to support@cloze.com for early access. You can edit any custom audience based on criteria you wish to include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts). CAN I CHANGE HOW I AM NOTIFIED IN CLOZE? Tap on More () in the lower right of your screen on iOS/Android and lower left on cloze.com. 2.) Tap on Settings. 3.) Tap on Notifications to expand the section. In this section you can select how Cloze will notify you. Note: When the icon is solid (filled) this means the notification option is enabled. In the screenshot below the phone icon HOW DO I ARCHIVE A CONTACT? How do I archive a contact? Note: The Cloze Audiences feature is currently in beta.Please reach out to support@cloze.com for early access. If you no longer wish to see a contact in your primary audiences you can archive it. HOW DO I SETUP CARDDAV WITH MICROSOFT OUTLOOK? How do I setup CardDav with Microsoft Outlook? Tip: You can now sync contacts directly from Cloze to Office 365: Learn More You can sync your Cloze contacts to your phone, tablet or desktop so you can use them from any app. Cloze publishes contacts using CardDav so you never have to worry about conflicts or data getting overwritten by otherapps.
CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING Multiple customizable roles for team members rights. Manage team member accounts (lock, unlock, delete, etc.). Enforce security policies such as 2-step authentication. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze. CLOZE | CONSULTING CRM Cloze Consulting CRM. Work Together — Without Changing How You Work. When you work with a team, it's important that everyone is on the samepage.
CLOZE HELP CENTER
Using Cloze Getting Started. This is a great place to start when you are first setting up your Cloze account. 3 articles . Help and Training. Get assistance from our team and register for a trainingclass.
CLOZE OUTLOOK ADD-IN Cloze Outlook Add-in. Note: This feature is currently in beta.. The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in thetool bar.
CONNECTING ACCOUNTS
INTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, W HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? How do I add an email account to Cloze? Cloze supports Gmail, G Suite, iCloud, Microsoft Exchange, Office 365 email, Outlook.com, Yahoo!, AOL and any email service that supports IMAP. HOW I DO ADJUST THE PRIMARY DEAL OR How I do adjust the primary Deal or Project stages? Cloze allows you to include or exclude an Active deal stage for Deals (or Projects). There are two options. CLOZE - RELATIONSHIP MANAGEMENT, INBOX, AND CONTACTS INPRICINGCLOZE BUSINESSPRESSNEWSBLOGAPIS The smart mobile app to track customers, clients, prospects and leads without the hassle of CRM. Relationship management that brings together Inbox, Contacts, Calendar, Phone, Evernote, Email, Address Book, Twitter, Facebook and LinkedIn automatically. CLOZE - COMPARE PLANS AND PRICING Multiple customizable roles for team members rights. Manage team member accounts (lock, unlock, delete, etc.). Enforce security policies such as 2-step authentication. CLOZE CALL AND TEXT SYNC APP FOR IOS Your iPhone typically stores only your last 500 calls. The first time you sync the app will log all of the available calls in Cloze. CLOZE | CONSULTING CRM Cloze Consulting CRM. Work Together — Without Changing How You Work. When you work with a team, it's important that everyone is on the samepage.
CLOZE HELP CENTER
Using Cloze Getting Started. This is a great place to start when you are first setting up your Cloze account. 3 articles . Help and Training. Get assistance from our team and register for a trainingclass.
CLOZE OUTLOOK ADD-IN Cloze Outlook Add-in. Note: This feature is currently in beta.. The Cloze Outlook Add-in provides Cloze related context side-by-side with Microsoft Outlook. 1.) Open Outlook and click on the Store icon in thetool bar.
CONNECTING ACCOUNTS
INTEGRATIONS
Connect Email Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services. Connect Phone and Texts Add AT&T, Verzion, T-Mobile, Sprint, W HOW DO I ADD AN EMAIL ACCOUNT TO CLOZE? How do I add an email account to Cloze? Cloze supports Gmail, G Suite, iCloud, Microsoft Exchange, Office 365 email, Outlook.com, Yahoo!, AOL and any email service that supports IMAP. HOW I DO ADJUST THE PRIMARY DEAL OR How I do adjust the primary Deal or Project stages? Cloze allows you to include or exclude an Active deal stage for Deals (or Projects). There are two options. WHAT'S NEW AND COMING SOON TO CLOZE New iOS app for iPhone and iPad (version 2021.2) - Download the latest version from the App Store. New Android app for phone and tablet (version 2021.2) - Download the latest version from the Play Store Calendly - When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature.. Connect Calendly to ClozeAUDIENCES OVERVIEW
Last People Import - When you import a spreadsheet you will see this audience created to make it easy to reference all of the people you just imported.; Archived People - Cloze automatically creates people from past conversations on email and calendar meetings to save you the time of manually creating contacts. In many cases, these are people where there is a lasting relationship, but in other VULNERABILITY DISCLOSURE POLICY Vulnerability Disclosure Policy Reporting Vulnerabilities. Cloze takes security and protection of user data very seriously. If you think you have discovered a security vulnerability in our software, please let us know by contacting security@cloze.com.. What to Include HOW DO I CREATE AN AUDIENCE? How do I create an Audience? Note: The Cloze Audiences feature is currently in beta.Please reach out to support@cloze.com for early access. You can create additional custom audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts).CONNECTING ACCOUNTS
Connecting Accounts. You can keep using the tools you already use - email, mobile phone, calendar, documents, notes and more - Cloze automatically pulls from these to track everything happening for deals, projects, clients, and prospects. CALL AND TEXT SYNC APP FOR IOS (WINDOWS PC) Install the Cloze Call and Text Sync App on your Windows PC to automatically track iPhone calls and text messages. Automatic call tracking is included with all HOW DOES EMAIL OPEN TRACKING WORK? How does email open tracking work? With Cloze you have the option to track open and link clicks for email sent from within the app – so you’ll know exactly when someone opens your message. HOW DO I ARCHIVE A CONTACT? How do I archive a contact? Note: The Cloze Audiences feature is currently in beta.Please reach out to support@cloze.com for early access. If you no longer wish to see a contact in your primary audiences you can archive it. HOW DO I EDIT AN EXISTING AUDIENCE? How do I edit an existing audience? Note: The Cloze Audiences feature is currently in beta.Please reach out to support@cloze.com for early access. You can edit any custom audience based on criteria you wish to include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts). HOW DO I SETUP CARDDAV WITH MICROSOFT OUTLOOK? How do I setup CardDav with Microsoft Outlook? Tip: You can now sync contacts directly from Cloze to Office 365: Learn More You can sync your Cloze contacts to your phone, tablet or desktop so you can use them from any app. Cloze publishes contacts using CardDav so you never have to worry about conflicts or data getting overwritten by otherapps.
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Sign In Try Cloze for Free Please enable Javascript to use Cloze. Learn More About Cloze SMARTER RELATIONSHIP MANAGEMENT SMART CRM AND AI ASSISTANT IN ONE CLOZE IS THE NO-WORK WAY TO MANAGE EVERYTHING ABOUT YOUR BUSINESS INONE PLACE.
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FEATURED SOLUTION: REAL ESTATE "CLOZE IS RIDICULOUSLY SMART." - RUBEN CARO, UNITED REAL ESTATE FEATURED SOLUTION: RECRUITING "IF I WAS OPRAH, I’D GIFT CLOZE AS ONE OF MY FAVORITE THINGS." -KADA RECRUITING
FEATURED SOLUTION: SALES "CLOZE IS THE BEST SALES PLATFORM I HAVE USED IN THE LAST DECADE." -DAN WALDSCHMIDT
FEATURED SOLUTION: SERVICES "I LOVE THE AGENDA AND HOW IT PROMPTS ME TO STAY IN TOUCH." - IAN JEFFREYS, BUTTER MUSIC FEATURED SOLUTION: CONSULTING "I HAVE NEVER BEEN THIS LOYAL TO ANY APP LIKE I HAVE WITH CLOZE." - VANESSA RAGAINS, LIFE COACH FEATURED SOLUTION: NONPROFIT "CLOZE GIVES ME A GREAT MEMORY OF PAST CALLS." - RON WOOD, WILDWOOD CONSERVATION FOUNDATION‹ ›
AUTOMATIC
Everything about the people you know in one place, pulled together foryou.
SMART
We learn who is important to you and remember things when you don’t.PROACTIVE
Cloze prompts you to keep in-touch, with the right context at yourfingertips.
NO MORE DATA ENTRY
Cloze automatically keeps track of your email, phone calls, text messages, 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 alwaysup-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 ofyour 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.EVERYWHERE YOU WORK
Just connect your accounts and go. On your smartphone, tablet ordesktop.
It’s all synced to the cloud so you can always find what you need without hunting from app to app. SEARCH THE WAY YOU THINK With Cloze your contacts are organized by how most of us think, rather than just an alphabetical list. You can see who you’ve just met, when you last talked or search by who's nearby that you know well. Or even search for things like “CEOs and VPs in the Big Apple” or “customers in Boston”.VIEW BY COMPANY
Cloze organizes by companies too — without any setup. See your complete interaction history with any company, automatically in one place: contacts, email, meetings, phone calls, notes, documents and LinkedIn, Twitter and Facebook too.‹ ›
Our Pledge
WE WON'T spam your contacts or social networks. WE WON'T share or sell your information. It's for your eyes only. WE'LL be open and transparent about how we use your information within Cloze.CLOZE IS SECURE
Cloze provides multiple layers of security around your information, from access protected data centers, through network and application-level security. We use oAuth when we can. Sensitive information, such as your email, messages, and passwords, is alwaysencrypted.
CLOZE IS PRIVATE
You are the only one who can see your information within Cloze. Our employees can't see it - it's encrypted even to us. We will never share your email or social information with anyone. You can cancel Cloze at any time and we’ll permanently delete all of yourinformation.
Loving it!
by Plouhfsgyj
I'm very hands on with communicating to my clients and friends and this app keeps it all in one place and lets me manage my database with ease! So many functions that I absolutely love about this app! Right combination of featuresby CourVO
Oh, CLOZE! Where have you been? I've tried the others. They're complicated, not intuitive, expensive, and have the wrong combination of features for me. Thanks for getting it right!LOVE IT!
by Suzred
Awesome App, if you receive a lot of emails, have a lot of projects, and struggle sorting through the barrage this is the App for you. Loveit!
Unbelievable!
by Mhewski
Such a strong and useful tool! I'm in real estate and this app is changing how I manage my time, it's an indispensable tool.Get it!!!!!
by TexasDeeDee
It is possibly the most organized way to help get more things done! Best relationship management tool yet!by BigErnFL
I love this tool - really simple and easy to get immediate value outof.
Time saver!
by Delliemay
Love that it keeps me current and saves me time. Excellent app. Works great with Gmail.by FotoGuy010
I've been looking for a CRM like this for a long time.Super Great
by Ernie-Jazz
Look no further for a VA. This is the one.Great App!
by Heartamann
Love this app!
Love love love
by Xtzzz
Absolutely adore this app and the computer version! Morning briefing email is right on time, keeping me on track with clients - even though I've cringed a few times (haha) - awesome productivity app!!‹ ›
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