OVERVIEW
Cloze CRM software is your personal assistant that keeps you on top of your relationships. Heading into a meeting? Cloze tells you exactly where you left off.
DESCRIPTION
Introduction to Cloze CRM
Cloze CRM software automatically tracks both inbound and outbound calls and texts without needing a new phone number. It works with all of your existing email accounts and calendars, so you don’t need to change how you work, or double-enter data.
Key Features of Cloze CRM
- No Data Entry
- Keeps clients top-of-mind
- Ensures timely follow-ups
- Never miss action-items
- Finds and tracks important milestones
- Keeps your contacts up-to-date automatically
- Process automation
- Templates for repeatability
- Mail merge for scalable outreach
- Automatic lead capture
- AI-driven follow-up actions
- Anniversary tracking to focus on repeat business
- Activity Analytics
- Pipeline Analytics
- Lead Analytics
