Cloze Reviews & Product Details

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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

The phone became slow and buggy, not stable at the time. Review collected by and hosted on G2.com.

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

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