Cloze Pricing Overview

Smart CRM and AI Assistant in One. Essential tools for individuals.

Smart AI - Automatic reminders and discovery
Track email, meetings, calls - with no data entry
Email Open Tracking and Reply Reminders
Template Library
Automatically logs your calls on iPhone and Android
Agenda: one place to see all your meetings, reminders and follow-ups
Unified Contact Management
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Smart CRM and AI Assistant in One. Essential tools for small businesses.

Includes everything in Cloze Pro and ...
One team-wide view of all communication for every contact and project.
Share templates and next steps that work across your team.
Assign responsibility for people and companies.
Create project teams to work together on projects.
Assign next steps on projects within the project teams.
Assign to-dos to team mates and track their progress.
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Smart CRM and AI Assistant in One. Everything for a growing business.

Business Gold Includes everything in Business Silver and ...
Team Analytics: Pipeline, forecast, engagement, leads
Smart Custom Fields (with anniversary and relationship tracking; e.g. for policy renewal).
Automatic tracking of iOS and Android text messages
Advanced Integrations like MailChimp
Track partners that are involved with multiple projects separate from customers.
Customize what team members are able to see and change.
Create and use up to 20 custom segments, 50 custom fields, 500 custom templates across your team as well as up to 10 personal segments per team member.
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Smart CRM and AI Assistant in One. The choice of pros and top businesses.

Includes everything in Business Gold and ...
Organize your team by territory, region, or role hierarchy.
Selectively control visibility to fields and values.
Matching Engine: Matches projects/properties to customers
Smart Templates: Conditional content and smart fields
Lead Capture: Turns leads received by emails into contacts automatically.
User Archiving: Preserve business activity history when users leave your team or disconnect their accounts.
Enterprise Controls: Fine grained control and compliance
Create and use up to 100 custom segments, 250 custom fields, and 2500 custom templates across your team as well as up to 10 personal segments per team member.
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