Cloze Reviews & Product Details

I love how I never need to enter any information since Cloze keeps my contacts up to date and tracks all my communication. It automatically recommends who to talk to and helps ensure I don't miss anything I've promised to clients, so no one slips through the cracks. The automatic updates make it feel like my personal assistant, unlike other platforms which require too much manual work. The initial setup was awesome too; I just connected my email and phone, and I started getting useful suggestions right away. Review collected by and hosted on G2.com.

I'd love if I could do larger newsletters with it. I understand that's part of the Cloze enterprise platform - but I'm not on that plan level. I'd love it if there was a way to get that feature as an add-on to my current plan instead of having to be enterprise. Review collected by and hosted on G2.com.

I use Cloze to help manage my clients and database, and it really helps keep things organized. I like that it's easy and user-friendly, and the support is fast and helpful. One feature I like is that it reminds me to talk to people I would otherwise not think of. I was able to get up and running quickly without needing any custom onboarding. The initial setup was very easy as I just followed the steps on my agenda. I would highly recommend Cloze because it allows my team to collaborate and work together with trust and strong privacy policies, and I use it along with Skyslope and Canva. Review collected by and hosted on G2.com.

I like it all. No issues from me! Review collected by and hosted on G2.com.

You don’t have to worry about manual entry like all the other CRMS & I’m obsessed with the brand new vibe coding feature Cloze Forge that creates a safe & compliant environment for your customer data as well as your vibe coded creations. Review collected by and hosted on G2.com.

It’s powerful and robust, but the more advanced functionality comes with a bit of a learning curve. Review collected by and hosted on G2.com.

I find Cloze very simple to use for my workflow. It's also very easy to look at historical information associated with single people without searching multiple sources. I like that I can click on a contact and see all emails, files, etc. The initial setup was very easy, and I had no issues. Review collected by and hosted on G2.com.

Sometimes things refresh more often than I'd like, or it takes longer than I'd like to get new information from my third parties, especially with Yahoo. Review collected by and hosted on G2.com.

I love how Cloze helps me stay on track and organized, fitting seamlessly into my daily routine. The agenda feature is a standout, dynamically showing what I have going on throughout the day and helping me manage my time efficiently. I really appreciate how it flags important emails so they don't get lost among the many I receive. Setting up Cloze was a breeze, as it guided me through connecting my email effortlessly. Review collected by and hosted on G2.com.

Nothing. 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 discussed with my clients 2) The Follow-Up reminders to touch base 3) Gmail Integration 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 engage 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 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 like the daily agenda, and I like the analytics report that shows all of the touches from the last month. Review collected by and hosted on G2.com.

I wish it were a bit more flexible in design. Review collected by and hosted on G2.com.