The individual client view and their relationships.

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.

it saves a huge amount of time, by aggregating my different work channels and emails