Cloze Reviews & Product Details - Page 2

I have been on a search going on 4 months now to find a solution to help our team stay on top of activities from customers and vendors. Most CRMs I see are all about the management pipeline/stage of the deal or activity and require you to enter data after everything you do. IMO, the more data entry or time required from the user, the less of a chance for user adoption or not getting the full benefit of the software. The AI behind Cloze to greatly eliminate data entry and automatically create activities/follow ups/ next steps to a daily agenda page is a feature the invaluable to us.

Another problem I ran into when evaluating all the software out there was that the majority CRMs focus on future customers/deals, Helpdesk software focuses on tickets and tends to get to granular and both seem to put email integration in as a after thought. They design the software and then fit in a email integration. Maybe I’m wrong, but I thought email is still the most used business communication today. I don’t want a different software to jiggle through for every activity I do. Cloze is very strong in helping manage email and integrating this into the whole picture of the customer or vendor by having all history and information on one screen including emails, calls, any files or attachments sent/received, along with contact info for company as well. Review collected by and hosted on G2.com.

Cloze displays a lot of information when viewing emails, contacts, etc. Some redesign of the formatting and layout might help define the different areas of info better. The ability to adjust the timeline window by being able to dynamically drag the window to make it longer and also being able to make the font bigger. I use a 4K resolution where I can scale down to have more real estate on my screen but by doing this fixed windows within programs can get pretty small. Review collected by and hosted on G2.com.

It is a very powerful tool for managing contacts. It allows setting affinity parameters with each of them, and gives us reminders of when to reconnect with people we haven't spoken to in a while. It integrates with social media services, like LinkedIn and various email accounts. Review collected by and hosted on G2.com.

What I don't like is that it doesn't have a translation into Spanish. There are some functionalities that I miss using because it's really difficult for me to interpret them with my level of English. Review collected by and hosted on G2.com.

The best thing about Cloze is the ability to start leveraging it's intelligence immediately. Within minutes of installing, I uncovered dozens of leads buried in my email, networks, and contacts data that I hadn't realized before. Pound for pound, price vs price, it's a solid value. Review collected by and hosted on G2.com.

I'd like to see a calendar dashboard and the ability to customize my process flows. Review collected by and hosted on G2.com.

Cloze just works! After signing up for the software, I immediately started seeing results. The ability to organize your external communications with customers is extraordinary. The customization options within the software are amazing. Review collected by and hosted on G2.com.

I felt that the search ability within close could be improved. There were emails that is was unable to find. We use gmail as our email platform. I would have expected this to work a little better. Review collected by and hosted on G2.com.

it saves a huge amount of time, by aggregating my different work channels and emails Review collected by and hosted on G2.com.

very little, a little clunky on certain deletes, but little to dislike Review collected by and hosted on G2.com.

Easy to use . Smart , not bloated . dose the work for you keeps contacts up to date . Easy process tracking . Email templates are the best i have ever used and it is very cost effective. much better than Sales force and infusionsoft as they big and expensive . Review collected by and hosted on G2.com.

Missing Quoting tool but the product is so strong their is not much i would request to improve on it has help stay focused . Review collected by and hosted on G2.com.

Ease of use. It's almost oversimplified. Basically, it takes a lot of different feeds and melds them together. The user interface is really colorful and has bright pops and easy to locate sections. It helps connect all your inboxes and applications almost effortlessly. Review collected by and hosted on G2.com.

That it's basically over-simplified with no stand-out features. You could use hundreds of other applications that do more for cheap also. I couldn't find a place for it in my repertoire of other applications. Review collected by and hosted on G2.com.

Cloze connects to all of your email accounts, Evernote, Facebook, LinkedIn, Twitter, and mobile phone service to pull in details for your contacts and your interaction with each person. Review collected by and hosted on G2.com.

Not customiziable. Support is email only. Review collected by and hosted on G2.com.

The Keep-In-Touch feature with my ability to customize my personal follow-up process preferences. Because Cloze is able to access all my email accounts (I use a number of client's email accounts) as well as my social media connections and Voice over IP phones (Verizon & Ring Central) I know the system is grading the relationships properly. Review collected by and hosted on G2.com.

No calendar view that could show me an overall, 30,000-foot view for planning purposes. A weekly view would be good. Both weekly and monthly views would be outstanding. Review collected by and hosted on G2.com.

Cloze was interesting in that it brought all my contacts and correspondence together, but that is where it ended. Review collected by and hosted on G2.com.

Cloze completely rearranged all the information in my Outlook fields, so much so that I have to contact certain people to get their information again. It added the Company Name to the Contact Name, and actually moved the Company Name into the contact's Position field. It also removed every contact's Website Address and replaced it with a Cloze based website. I am furious at having to re-enter information on each contact's record. Review collected by and hosted on G2.com.