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Cloze Reviews & Product Details

Randall M.
RM
Territory Sales Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Cloze?

The consistency of the software is very good. Review collected by and hosted on G2.com.

What do you dislike about Cloze?

The lack of control on initial setup can be a bit overwhelming Review collected by and hosted on G2.com.

Recommendations to others considering Cloze:

Be ready for a learning curve that seems worth it. Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

CRM for outside sales Review collected by and hosted on G2.com.

Cloze Overview

What is Cloze?

Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag. Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages. We’ll even grab email signatures so your contacts are always up-to-date. It's all organized for you - by contact, company, and meeting - without any busy work. With everything in one place, Cloze can put advanced data science to work for you. Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship. 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 social media too. There’s no data entry - Cloze is the automatic way to remember everyone.

Cloze Details
Discussions
Cloze Community
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Product Description

Apps to connect with the people that matter most.


Seller Details
Year Founded
2012
HQ Location
Somerville, MA
Twitter
@cloze
1,393 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®

Alex C.
AC
Overview Provided by:
Founder, CMO at Cloze, Inc.

Recent Cloze Reviews

Verified User
E
Verified UserSmall-Business (50 or fewer emp.)
2.5 out of 5
"Useful AI / CRM assistant"
Casts a wide net over all comms. Biggest plus is, I actually use it because I haven't found anything that suits me better.
Radek W.
RW
Radek W.Small-Business (50 or fewer emp.)
5.0 out of 5
"The best CRM available on the market"
This CRM is fully automated. It will read all your communication channels, including emails, calendars, and social media. It will automatically set...
Kris W.
KW
Kris W.
0.0 out of 5
"Smart Features are nice but deadly. Will merge contacts together without your permission."
Cloze Software has some good features setup. The biggest issue is that they have smart features set up in their CRM which most of the time is great...
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Cloze Media

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32 out of 33 Total Reviews for Cloze

3.7 out of 5
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32 out of 33 Total Reviews for Cloze
3.7 out of 5
32 out of 33 Total Reviews for Cloze
3.7 out of 5

Overall Review Sentiment for ClozeQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Chemicals
EC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Cloze?

Casts a wide net over all comms.

Biggest plus is, I actually use it because I haven't found anything that suits me better. Review collected by and hosted on G2.com.

What do you dislike about Cloze?

The Facebook cloze group is inactive and unhelpful.

Awful image handling. Disastrous if you're used to Mac Mail.

No "breadcrumbs" so hard to navigate backwards.

Slow help.

Doesn't automatically preserve drafts.

Outbox not immediately visible.

Poor search.

Near illegible threading uses tiny font.

Several features rather hard-wired and realtor focused (I'm not a realtor) Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

Catching and organising nearly all my interactions and providinf a scheduling/reminder/todo system. Looka like excellent mail merge features which I havent accessed yet but intend to Review collected by and hosted on G2.com.

Radek W.
RW
Wings Pro Safety Rep.
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cloze?

This CRM is fully automated. It will read all your communication channels, including emails, calendars, and social media. It will automatically set up reminders, follow-ups, and "stay-in-touch" agenda items. You can create to-dos directly from your emails. You can connect it to your phone and keep a complete record of calls and messages assigned to a client. It may read your documents and attach automatically documents to involved parties. And these are just a few. Review collected by and hosted on G2.com.

What do you dislike about Cloze?

When you use Close with VOIP like Dialpad, there is no way to default to your desk phone for outgoing calls. They have to be done on your computer. Also, if you save an item (like email) to "someday" it stays in the same folder with all the other emails. There is no separate depository for those "someday" items. Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

Cloze is creating my entire agenda for each day therefore I don't have to remember when I should follow up on communication items. It increased my proficiency at least ten times. Without any exaggeration. Review collected by and hosted on G2.com.

Kris W.
KW
President
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Validated Reviewer
Review source: Organic
What do you like best about Cloze?

Cloze Software has some good features setup. The biggest issue is that they have smart features set up in their CRM which most of the time is great but we have asked Cloze to turn off those features on our account and they refused to do so. The problem we keep having and have had for 3 or 4 years is that when Cloze software feels that two contacts are the same (even though the name, phone number, email address, and business name have no indicators that they are affiliated) Cloze will merge them into a single contact automatically without asking if we want to merge them or not. So Cloze tried to fix it but it's on a case-by-case situation where they go into the coding and put in blocks so two contacts won't merge any longer. Instead of doing what we ask and that stops the AI. When we show Cloze what is happening they tell us that we can fix those. But in order to do so, you have remove the contacts and info that doesn't belong in the one contact and turn it back to the original contact. Now the bigger issue is when you go in to emerge the information and names that don't belong in the merged contact that information gets dropped back into Cloze without the original contact name, all the notes and info you had associated with that contact are no longer affiliated and you have to basically rebuild those contacts again. When we try to explain everything to cloze they just ignore us, they have been doing it for some time and we are done dealing with them. Review collected by and hosted on G2.com.

What do you dislike about Cloze?

The fact that Cloze not only ignores our requests but they also treat you like you are an idiot. They don't have phone support unless you have 10+ users or what to spend $250 a month. Their service is not what it used to be and they have gone downhill in the last couple of years. They are all about the money and that is it. They won't listen to their users and when their software makes changes to your contacts without your permission they play dumb and try to blame it on the user, not the software. Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

The fact that their software will merge contacts together that have nothing to do with each other. Each contact will have a full name, phone, number, and business name and when they merge the software throws all of the emails, phone numbers, and business names together and form one company and one contact. The last time it happened we had 10 companies, and 40 contacts all merged into one business and one contact. We have told them their Smart features were doing it and they ignored us. Review collected by and hosted on G2.com.

Whitney J.
WJ
Operations Specialist
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Cloze?

1) The "Log Meeting" feature which allows me to remember what I disucssed with my clients

2) The Follow-Up reminders to touch base

3) Gmail Intgration with Read alerts so I KNOW my client saw my message and if they clicked the links I provide Review collected by and hosted on G2.com.

What do you dislike about Cloze?

I wish it synced with social media tools like Instagram and Facebook. I enage with a lot of my clients over Instagram especially. It would be amazing to see my DM conversations from Instagram and Facebook all in their file. Also when I add the their Instagram in their social media portion, the link doesn't work. Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

I'm retaining my clients by being able to keep track of my sessions with them, as well as customize when to follow up with them. I also like that if I don't hear back from a client and click "Skip" the email follow up, Cloze automatically sets a new reminder so that I never forget about them. Review collected by and hosted on G2.com.

Verified User in Photography
UP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Cloze?

I love that Cloze is like my own personal assistant. It reminds me to follow up with clients, leads, emails, etc, when my day-to-day is already brimming with to-do lists, and I might otherwise forget those small but essential touchpoints. Review collected by and hosted on G2.com.

What do you dislike about Cloze?

Eh... If I had to give what I didn't like about Cloze it would perhaps be the pricing. It can be a little steep as a recurring expense for a small business owner. I am a one-stop shop, after all, and it's part of what I would splurge on in my monthly budget. Worth it, but again a little pricey for the basic plan. Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

With Cloze, I am able to cut out redundancies and really get a high-level view of everything - like laying all of my cards out on the table to really see what I'm working with. To someone who runs with their hands full, this is essential. Reminders to follow up, tracking, contact management - It's like having a personal assistant without having a personal assistant. Review collected by and hosted on G2.com.

Becky R.
BR
Salesforce Administrator and Data Manager
Marketing and Advertising
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Cloze?

I liked the unified contact and the ability to see contacts related to contacts. I also liked being able to see all contact points including SMS Review collected by and hosted on G2.com.

What do you dislike about Cloze?

Everything that makes it good is geared for teams at the higher price point. Very little for solo package. Important tools like SMS sync with contacts or custom fields are only available for the team packages. Review collected by and hosted on G2.com.

Recommendations to others considering Cloze:

Solo users should consider one of the team packages to get the best out of Cloze. Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

Tracking all methods of communication and reminders to reach out when communication is slow Review collected by and hosted on G2.com.

Jim H.
JH
Integrator
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Validated Reviewer
Review source: Organic
What do you like best about Cloze?

I manage multiple businesses and have multiple roles. Cloze makes it easy for me to keep track of all that email and next steps, including scraping my cell phone history from AT&T Review collected by and hosted on G2.com.

What do you dislike about Cloze?

The contact management can create some errors. It is usually pretty smart but sometimes the smart bots get it wrong, and this creates a problem that is hard to locate and solve. Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

Cloze enables myself and my team to share contacts and respond to inbound requests form multiple sources while maintaining context for what the person wants and what their history is Review collected by and hosted on G2.com.

Alan H.
AH
Vice President
More Options
Validated Reviewer
Review source: Organic
What do you like best about Cloze?

I like tracking email when it works, but since the update it doesn't work Review collected by and hosted on G2.com.

What do you dislike about Cloze?

Their latest "improvements" only took items away Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

I am migrating out of Cloze as I no long have faith in the program Review collected by and hosted on G2.com.

Salvador P.
SP
Ceo
More Options
Validated Reviewer
Review source: Organic
What do you like best about Cloze?

Message tracking and call tracking capabilities Review collected by and hosted on G2.com.

What do you dislike about Cloze?

Made phone slow and buggy not stable at thevgime Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

Looking for competitor Review collected by and hosted on G2.com.

Guy C.
GC
Director - Power Origination
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Cloze?

good overall view of relationship and pulling in all contact info Review collected by and hosted on G2.com.

What do you dislike about Cloze?

I would like it easier to bring in call and text information Review collected by and hosted on G2.com.

What problems is Cloze solving and how is that benefiting you?

contact categorization. Better at focusing on current customers and deal management Review collected by and hosted on G2.com.