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.

I like the daily agenda, and I like the analytics report that shows all of the touches from the last month.

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