Product Overview of Cloze
Cloze is a comprehensive relationship management and content creation platform that leverages advanced artificial intelligence (AI) to streamline various aspects of communication, lead management, and content generation.
Core Functionality
At its core, Cloze serves as a robust tool for managing contacts, emails, texts, and other communication channels. It is designed to help users stay organized and connected to the people and information that matter most. Here are some of the key features and functionalities of Cloze:
Content Creation and Editing
Cloze integrates AI-powered tools, such as its ChatGPT-powered Ghostwriter feature, to enhance content creation. This AI can:
- Generate High-Quality Content: Quickly create or edit emails, texts, call scripts, and newsletters with human-like quality, saving time and effort.
- Custom Prompts: Allow marketing teams to create and share custom prompts to generate unique content, ensuring a steady flow of fresh topics.
- Multi-Language Support: Automatically detect and adjust the language of communications based on the recipient’s preferences, enabling multilingual newsletters and campaigns.
Lead Management
Cloze’s AI-powered lead management system is particularly beneficial for industries like real estate. Key features include:
- Lead Assignment: Automatically assigns leads to the most suitable agent, based on the lead’s preferences and the agent’s expertise.
- Multi-Channel Follow-Up: Facilitates consistent follow-up through various channels without consuming too much of the agents’ time.
- Language Detection: Automatically detects the language of leads from their communications and sets it for future interactions.
Advanced Filtering and Audiences
The platform offers advanced filtering capabilities that allow users to:
- Create Dynamic Audiences: Save frequently used filtered views as new audiences, and use complex filtering options like “Match All,” “Match Any,” and “Match None”.
- Quick Filters: Rapidly find specific data using relative date filtering, date ranges, and communication/collaboration filters.
AI Summaries and Organization
Cloze uses AI to summarize recent timeline activities, including emails, texts, and notes, helping users catch up quickly on their interactions. Additional organizational features include:
- AI Summaries: Summarize recent activities to keep users informed about their discussions and actions.
- Full-Screen Table and Kanban Board Views: Provide customizable views to manage data more efficiently, including numerical column summaries and wider profile views.
Drip Campaigns and Templates
The platform allows for the creation of:
- Multi-Step Drip Campaigns: Generate complete campaigns with a single prompt using ChatGPT.
- Custom Templates: Improve and create new email, text, and call script templates. Users can also share templates with specific team members.
Additional Features
Other notable features include:
- Personal Bio Wizard: Create or refresh personal bios with just a few key details, and generate emails based on these bios.
- Automatic Timeline Linking: Automatically link Zoom AI meeting summaries to related calendar meetings.
- Milestones and Next Steps: Use a mixed mode to add ordered milestones with unordered tasks, enhancing project management.
Accessibility and Plans
Cloze is available on multiple platforms, including iOS, Android, and desktop. While basic contact management and email features are free, advanced features like the ChatGPT-powered Ghostwriter are included with the Cloze Business Platinum Plan.