Cloze - Detailed Review
Business Tools
Cloze - Detailed Review Contents
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Cloze - Product Overview
Cloze Overview
Cloze is an AI-driven relationship management tool that simplifies and automates the management of your professional and personal relationships. Here’s a brief overview of its primary function, target audience, and key features:Primary Function
Cloze acts as a personal assistant for your professional relationships, helping you keep track of all interactions with your contacts. It integrates data from various sources such as email, phone calls, meetings, notes, documents, and social media to provide a comprehensive view of each contact and company.Target Audience
Cloze is primarily aimed at professionals, particularly those in real estate brokerages, though it can be beneficial for anyone managing multiple relationships across different platforms. It is especially useful for individuals who need to maintain a large network of contacts and ensure consistent communication.Key Features
Unified Contact Management
Cloze aggregates all your contacts into a single, unified directory, eliminating duplicates and ensuring contact details are always up-to-date. It syncs with your phone, email, and other linked apps to maintain consistency across platforms.Complete Interaction History
The tool records every interaction with each contact, including emails, phone calls, meetings, and notes. This provides a detailed overview of each relationship, helping you remember important details and maintain strong connections.AI-Driven Reminders
Cloze’s AI algorithm identifies important contacts and sends automatic reminders to reach out, ensuring you stay in touch with key relationships at the right frequency.Audience Segmentation
Cloze allows you to create custom audiences based on the status of your relationships. For example, you can create a “Get To Know” audience for contacts with whom you have not yet established a relationship, enabling more personalized and effective engagement.Lead Management
Specifically for real estate, Cloze’s AI-powered lead management assigns leads to the agents most likely to convert them, facilitating consistent multi-channel follow-up without overwhelming the agents. Overall, Cloze streamlines relationship management by automating data collection, providing reminders, and organizing your interactions in a single, accessible platform. Cloze - User Interface and Experience
User Interface Overview
The user interface of Cloze, a Business Tools AI-driven product, is designed to be intuitive and user-friendly, focusing on streamlining the management of professional relationships.Consolidated View
Cloze aggregates information from various apps, including emails, phone calls, meetings, notes, files, and messages, to create a single, consolidated view of each individual and company you interact with. This information is organized by contact, company, and meeting, eliminating the need for manual data entry and reducing busy work.Ease of Use
The interface is structured to be easy to use, with features that automate many tasks. For example, Cloze automatically updates contacts using their email signatures and logs your calls, emails, and other interactions. This automation ensures that your contact information is always up-to-date without requiring manual intervention.AI-Driven Features
Cloze leverages AI to enhance user experience. It uses AI to summarize recent timeline activity, including emails, texts, and notes, providing quick summaries to help you catch up on recent discussions. Additionally, AI-powered tools like the Description Wizard and Ghostwriter allow you to generate listing descriptions and emails with minimal effort.Reminders and Notifications
The system is equipped with smart reminders that prompt you to reach out to key contacts and refresh fading relationships. You also receive notifications when important emails are opened or clicked on, and reminders for commitments made in emails.Team Collaboration
For team use, Cloze offers a unified view of all communication for every deal and project. It allows you to assign and track responsibilities for contacts, next steps, and to-dos, ensuring that everyone is on the same page.Customization and Flexibility
Cloze supports various email services such as Gmail, iCloud, Office365, and more. It also allows you to create and reuse template emails, perform mail merges, and schedule email sends. These features make it flexible and adaptable to different workflows.User Experience
The overall user experience is enhanced by the intuitive layout and the integration of AI to handle routine tasks. Users have praised Cloze for its ability to boost productivity and simplify relationship management. The system’s ability to keep all information in one place and provide real-time progress updates makes it easier to manage projects and deals effectively.Conclusion
In summary, Cloze’s user interface is designed to be user-friendly, automated, and highly integrated, making it an effective tool for managing professional relationships and enhancing productivity. Cloze - Key Features and Functionality
Cloze: A Relationship Management Tool
Cloze is packed with several key features that leverage AI to streamline and enhance your professional and personal relationships. Here are the main features and how they work:Smart AI and Automatic Reminders
Cloze’s AI-driven system automatically identifies action items from your emails and adds them to your agenda. For example, if an email says “Please review and get back to me by Friday,” Cloze will create a reminder for you. It also reminds you to reach out to key people at the right time, ensuring you stay connected with important contacts.One View of Everything
Cloze consolidates all your communication channels into one place. This includes emails, meetings, calls, files, and notes, all organized by people, companies, projects, and deals. It automatically logs your calls, links files to contacts, and matches notes to contacts. Additionally, it tracks Slack messages related to your clients and customers, providing a comprehensive view of your interactions.Business-Grade Email
Cloze offers advanced email features such as open tracking, which notifies you when a recipient opens an email or clicks on a link you sent. It also includes mail merge capabilities to personalize emails sent to multiple people, and templates to create and reuse common email content. You can schedule emails to be sent at a later time, and the system supports Do Not Contact lists and GDPR compliance.CRM Without Data Entry
Cloze automates activity tracking and analytics, providing automatic reminders for next steps in any deal. You can add To-Dos to track tasks and view all your meetings, reminders, and follow-ups in one place. The analytics feature helps you see how and where you spend your time, making it easier to manage your workload.Unified Contact Management
Cloze brings all your contacts into one place, merging and automatically updating contact information. It creates company records and keeps your contacts up-to-date. You can manage unlimited contacts and emails, and use custom segments, fields, and templates to organize your contacts effectively.Team Collaboration (Business Silver Plan)
For teams, Cloze offers a team-wide view of all communication for every contact and project. You can see who last interacted with any customer or prospect and share templates and next steps across the team. The Inner Circle feature allows you to automatically share your timeline for non-personal contacts with trusted colleagues. You can assign responsibilities for people, companies, projects, and To-Dos, and track progress within project teams.AI-Driven Communication Assistance
Cloze’s Ghostwriter AI, powered by ChatGPT, helps you quickly reply to emails by crafting responses based on the content of the received email. This feature saves time and ensures your responses are relevant and timely.Integration Capabilities
Cloze can be integrated with various other tools and services using platforms like Zapier and n8n. These integrations allow you to automate workflows, extract, transform, and load data between different apps, enhancing your productivity and efficiency. For example, you can connect Cloze with Seamless AI or Personal AI to automate tasks such as creating and updating contacts, and to incorporate advanced AI logic into your workflows. These features collectively make Cloze a powerful tool for managing relationships, automating routine tasks, and ensuring that your contact information and communication history are always up-to-date and easily accessible. Cloze - Performance and Accuracy
Evaluating the Performance and Accuracy of Cloze
Evaluating the performance and accuracy of Cloze, an AI-driven business tool, involves examining its capabilities, limitations, and the impact of these factors on its overall effectiveness.
Performance
Cloze is highly regarded for its ability to enhance business operations, particularly in the real estate sector. Here are some key performance highlights:
Data Analysis and Insights
Cloze AI Insights can sift through vast amounts of unstructured data to uncover hidden opportunities for growth and efficiency. It helps brokerages increase profitability by identifying mortgage capture opportunities, attributing leads accurately, and routing leads to the most suitable agents.
Automation and Efficiency
The platform automates various tasks such as managing leads, contacts, and pipelines, which saves time and resources. It also integrates with multiple platforms, including email services and social media, to ensure a smooth workflow.
Lead Management
Cloze’s AI engine automatically extracts leads from emails, routes them to appropriate agents, and provides actionable insights to improve conversion rates. This leads to more immediate agent engagement and stronger agent-client relationships.
Customer Relationship Management
The tool offers features like smart deadlines, automatic keep-in-touch reminders, and smart contact updates, all of which help in maintaining and strengthening customer relationships.
Accuracy
The accuracy of Cloze’s AI-driven features is largely dependent on the quality of the data it processes:
Data Quality
Like any AI system, Cloze relies heavily on high-quality data. If the input data is biased, incomplete, or of poor quality, the outputs will reflect these issues, potentially leading to inaccurate or misleading conclusions.
Secure Data Handling
Cloze ensures that agent privacy is maintained by securely isolating each agent’s data. This means that only the analysis and associated next steps are shared, rather than the private details that fuel those insights.
Limitations and Areas for Improvement
Despite its impressive capabilities, Cloze and its AI technology are not without limitations:
Dependency on Data Quality
The accuracy of Cloze’s insights is directly tied to the quality of the data it analyzes. Poor data can introduce biases and inaccuracies, which can affect decision-making.
Lack of True Understanding
While Cloze’s AI can process vast amounts of data and identify patterns, it lacks true human-like comprehension. This can limit its effectiveness in areas requiring nuanced decision-making.
Inability to Reason Creatively
Cloze’s AI operates within predefined parameters and lacks the ability to engage in creative problem-solving or adapt to novel situations without explicit programming.
Ethical and Privacy Concerns
As with any AI system, there are significant ethical and privacy concerns related to data collection and usage. Ensuring proper governance and regulation is crucial to mitigate these risks.
Human-AI Collaboration
To overcome some of these limitations, human-AI collaboration is essential. Human oversight can help correct errors, provide context, and ensure that the insights generated by Cloze are used effectively and ethically.
Conclusion
In summary, Cloze performs well in automating and enhancing various business processes, particularly in customer relationship management and lead generation. However, its accuracy and effectiveness are contingent on the quality of the data it processes, and it faces common AI limitations such as dependency on data quality and lack of creative reasoning. Addressing these limitations through human-AI collaboration and ensuring high-quality data can further optimize the performance of Cloze.
Cloze - Pricing and Plans
Pricing Plans
Cloze offers several premium plans, each with different features and pricing:Cloze Pro
- Cost: $17/month billed annually or $19.99/month month-to-month.
- Features:
- Smart AI: Automatic reminders, action item tracking, and contact updates.
- One View of Everything: Integration of emails, meetings, calls, and files without data entry.
- Business-Grade Email: Open tracking, reply reminders, templates, and mail merge.
- CRM Without Data Entry: Automatic activity tracking and analytics.
- Unified Contact Management: Merged and automatically updated contacts.
- Advanced Integrations: Text message syncing, lead capture, and campaign automation.
Cloze Business Silver
- Cost: $21/user/month billed annually or $24.99/user/month month-to-month.
- Features:
- Includes all features from Cloze Pro.
- Additional Team Features:
- Work as a Team: Team-wide view of activity.
- Assign Responsibility: Assign people, companies, projects, and to-dos.
- Manage Privacy: Control over shared activity and contact details.
- Enterprise Controls: Fine-grained control and compliance settings.
Cloze Business Gold
- Cost: $29/user/month billed annually or $34.99/user/month month-to-month.
- Features:
- Includes all features from Cloze Business Silver.
- No additional features listed beyond those in Silver, but it likely includes more advanced or enhanced versions of the existing features.
Cloze Business Platinum
- Cost: $42/user/month billed annually or $49.99/user/month month-to-month.
- Features:
- Includes all features from Cloze Business Gold.
- Additional features:
- User Archiving: Includes 5 free past team member archives (additional archives cost extra).
- Enhanced Enterprise Controls: More detailed control over team member accounts and data export.
Free Options
Cloze does offer a free option:Free Trial
- A 14-day free trial is available for any of the plans without requiring a credit card.
- At the end of the trial, you can choose to subscribe or be automatically downgraded to the free plan.
Free Plan
- The free plan includes:
- Email Inbox support for various email services.
- Unified Contacts: One view of contacts from email, social media, desktop, and phone.
- Simple Search: Advanced search capabilities for contacts.
- This plan is available for as long as you’d like after the trial period ends.
Additional Services
Concierge Service
- An optional add-on available for any plan, costing $20/user/month with a $500/month minimum.
- Includes personalized training, priority email support, customer success manager, data import assistance, and more.
Cloze - Integration and Compatibility
Integration with Other Tools
Seamless AI and Zapier
Cloze can be integrated with Seamless AI using Zapier, a popular automation platform. This integration allows you to automate workflows by setting up triggers and actions between the two apps. For example, you can create a Zap that triggers when a new company is identified in Seamless AI and then creates a new communication record or updates contacts in Cloze.Dialpad
The integration with Dialpad enables automatic logging of calls, voicemails, and texts directly into Cloze. This means that any communication made through Dialpad, whether on a desk phone, mobile app, or desktop app, is automatically matched to existing contacts in Cloze and added to their timeline history. This feature eliminates the need for manual logging and ensures that all interactions are accurately recorded.Boost.space
Cloze also integrates with Boost.space, a platform that helps centralize customer data, automate follow-ups, and enhance relationship tracking. This integration allows for the creation of new communication records, companies, people, projects, and to-do items, as well as the deletion of these entities. It also triggers audits on changes to segments, stages, or steps in the timeline.Compatibility Across Different Platforms and Devices
Multi-Device Support
Cloze is compatible with various devices, including desktop computers, mobile devices (iOS and Android), and different phone systems. For instance, the integration with Dialpad allows users to make and receive calls, view contact profiles, and log interactions using any Dialpad-enabled device.iCloud Syncing
For iOS users, Cloze offers a Call and Text Sync App that uses iCloud to sync calls and texts. This feature requires a Mac running macOS Sonoma and allows for seamless syncing without the need for a physical connection or passcode entry.AI-Driven Features
Cloze incorporates ChatGPT-powered features to assist in content creation, such as improving email templates, creating newsletters, and managing drip campaigns. These features are accessible throughout the Cloze interface, marked by a lightbulb icon. In summary, Cloze integrates effectively with various business tools and platforms, ensuring comprehensive and automated management of professional relationships across multiple devices and systems. Its compatibility with different platforms enhances user efficiency and accuracy in tracking and managing communications. Cloze - Customer Support and Resources
Customer Support
- Cloze provides a comprehensive Help Center that addresses frequently asked questions, including how to sign up, connect email and other accounts, and organize contacts. This resource is available on their website and covers a wide range of topics to help users get started and resolve common issues.
- Users can also participate in weekly webinar series that cover various topics related to using Cloze effectively. These webinars are a great way to learn about new features and best practices.
Additional Resources
- Documentation and Guides: The Cloze website includes detailed articles and guides on how to use different features, such as connecting email accounts, syncing contacts, and using AI to improve emails and other content. These resources are step-by-step and easy to follow.
- Blog: Cloze maintains a blog that updates users on new features, product updates, and helpful tips. This is a valuable resource for staying informed about the latest developments and how to maximize the use of Cloze.
- Free Trial and Demos: Cloze offers a 14-day free trial, allowing users to test the product risk-free. Additionally, users can schedule a demo to get a more personalized overview of the features and how they can be applied to their specific needs.
Integration Support
- For users integrating Cloze with other tools, such as Boost.space, there are specific integration templates and guides available. These resources help in centralizing customer data, automating follow-ups, and enhancing relationship tracking.
Community and Training
- While the primary support is through the Help Center and webinars, the community aspect is also supported through the blog and other informational resources. This ensures that users have multiple channels to learn and troubleshoot issues.
Conclusion
Overall, Cloze provides a well-rounded set of support options and resources to ensure users can effectively manage their relationships and communications.
Cloze - Pros and Cons
Advantages of Cloze
Unified Contact Management
Cloze offers a comprehensive contact management system that consolidates emails, phone calls, texts, and other communications into a single, unified view. This helps in avoiding duplicate entries and ensures that contact details are automatically updated across all linked apps.AI-Driven Reminders and Automation
The platform uses AI to generate automatic reminders for reaching out to key contacts, ensuring timely and relevant communication. It also automates the logging of calls, emails, and other interactions, reducing the need for manual data entry.Business-Grade Email Features
Cloze includes features like open tracking, reply reminders, mail merge, and scheduled sending, which enhance email productivity and ensure that important messages are not missed.Team Collaboration
The tool supports team-wide views of activity, allowing colleagues to share contacts, notes, and files. It also includes features like assigning responsibility, managing privacy, and team analytics, which are particularly useful for small businesses and larger teams.AI-Powered Content Creation
For users on the Business Platinum Plan, Cloze offers an AI feature that helps in generating high-quality, human-like content for emails, texts, and call scripts. This can significantly save time and improve the quality of communications.Goal Tracking and Analytics
Cloze introduces automatic goal tracking, which focuses on key activities like outreach and reactions. This feature helps in reducing time spent on paperwork and more on building relationships and closing deals. The platform also provides analytics on how and where time is spent.Integrations and Customizations
Cloze integrates with various tools such as Airtable, Zapier, Slack, and more. It also allows for extensive customizations, including custom segments, fields, and templates, which can be tailored to the specific needs of the user or team.Disadvantages of Cloze
Cost
While Cloze offers a 14-day free trial, the subscription plans can be relatively expensive, especially for the Business Silver and higher plans. The Cloze Pro plan starts at $17/month (billed annually), and the Business Silver plan starts at $21/user/month (billed annually).Learning Curve
Although Cloze is generally easy to get started with, its extensive range of features might require some time to fully understand and utilize effectively. This could be a barrier for users who prefer simpler tools.Limited AI Features in Lower Plans
Some advanced AI features, such as the AI Email Ghostwriter, are only available on the higher-tier plans. This means that users on the lower plans might miss out on some of the more advanced AI capabilities.Beta Features
Some features, like AI Summaries and Milestones, are still in beta, which might mean they are not yet fully stable or polished. This could lead to occasional bugs or inconsistencies in performance.Additional Charges for Team Features
Certain team features, especially those under Enterprise Controls, may incur extra charges. This could add to the overall cost of using Cloze, particularly for larger teams or enterprises. By considering these points, users can make an informed decision about whether Cloze aligns with their needs and budget. Cloze - Comparison with Competitors
When Comparing Cloze to Competitors
When comparing Cloze to its competitors in the AI-driven business tools category, several key features and differences stand out.
Unique Features of Cloze
- Automatic Goal Tracking: Cloze introduces an automated goal-tracking system, focusing on simple, actionable goals like outreach and reactions. This feature eliminates the need for manual updates and spreadsheets, allowing users to focus more on building relationships and closing deals.
- AI Summaries: Cloze uses AI to summarize recent timeline activity, including emails, texts, and notes. This helps users quickly catch up on their interactions and discussions.
- Mixed Next Step Mode: This feature allows users to add ordered milestones with unordered tasks underneath each milestone, applicable to people, deals, and company segments.
- Ghostwriter AI: Integrated with ChatGPT, Cloze’s Ghostwriter AI enables users to create multi-step drip campaigns, supplement prompts with custom talking points, and generate personal bios and multi-language newsletters.
- Automatic Timeline Linking: Cloze automatically links Zoom AI meeting summaries to related calendar meetings, ensuring that the summaries are contextually relevant.
Competitors and Alternatives
Top Producer Systems
- Focus: Top Producer Systems is specifically designed for real estate professionals, offering a CRM solution that helps agents manage leads and transactions. Unlike Cloze, it is more specialized in the real estate sector.
Contactually
- Focus: Contactually provides a SaaS-based platform aimed at building and managing personal relationships. It streamlines the CRM process but lacks the advanced AI features like automatic goal tracking and AI summaries found in Cloze.
Influitive
- Focus: Influitive focuses on customer advocacy in the SaaS industry, combining customer advocacy with other engagement strategies. It does not offer the same level of CRM and AI-driven features as Cloze.
Lynkos
- Focus: Lynkos is an all-in-one business networking platform that integrates CRM software with global company data using AI. While it offers extensive networking capabilities, it does not have the specific goal-tracking and AI summary features of Cloze.
Market Leader
- Focus: Market Leader provides services for residential real estate agents to capture and cultivate leads. It is more focused on lead generation and conversion rather than the comprehensive CRM and AI tools offered by Cloze.
Nimble
- Focus: Nimble is a relationship-focused CRM platform for small businesses, offering workflow automation, contact management, and data enrichment. While it has strong CRM capabilities, it does not match Cloze’s advanced AI features like automatic goal tracking and AI summaries.
Key Differences
- AI Integration: Cloze stands out with its extensive use of AI for summarizing activities, tracking goals, and generating content through its Ghostwriter AI. This level of AI integration is not as prevalent in many of its competitors.
- Customization and Flexibility: Cloze’s new team role, “Extend Business Customization,” allows agents to customize the platform further while retaining the brokerage-provided configuration. This level of customization is a unique selling point compared to more rigid CRM systems.
- Industry Focus: While some competitors like Top Producer Systems and Market Leader are highly specialized in the real estate sector, Cloze offers a more generalized CRM solution with advanced AI features that can be applied across various industries.
In summary, Cloze’s unique blend of automatic goal tracking, AI-driven summaries, and advanced customization options sets it apart from its competitors. However, depending on specific industry needs or the desire for more specialized tools, alternatives like Top Producer Systems or Contactually might be more suitable.
Cloze - Frequently Asked Questions
Here are some frequently asked questions about Cloze, along with detailed responses to each:
What are the different pricing plans offered by Cloze?
Cloze offers four main pricing plans:- Cloze Pro: This plan is $17/month when billed annually or $19.99/month when billed month-to-month. It is designed for individuals and includes features like Smart AI, One View of Everything, Business-Grade Email, and CRM Without Data Entry.
- Cloze Business Silver: This plan costs $21/user/month when billed annually or $24.99/user/month when billed month-to-month. It includes all the features of Cloze Pro plus additional team collaboration and project tracking features.
- Cloze Business Gold: Priced at $29/user/month when billed annually or $34.99/user/month when billed month-to-month, this plan adds features such as text message syncing, advanced integrations, and campaign automation.
- Cloze Business Platinum: The most comprehensive plan, costing $42/user/month when billed annually or $49.99/user/month when billed month-to-month. It includes all the features of the Gold plan plus additional enterprise controls, user archiving, and concierge service options.
What features are included in the Cloze Pro plan?
The Cloze Pro plan includes several key features:- Smart AI: Automatic reminders, discovery of action items, and updates to contacts based on email signatures.
- One View of Everything: Automatic organization of emails, calls, files, notes, and messages by people, companies, projects, and deals.
- Business-Grade Email: Open tracking, reply reminders, mail merge, and templates.
- CRM Without Data Entry: Automatic activity tracking, next steps, and analytics.
- Unified Contact Management: Merged and automatically updated contact information.
How does Cloze’s AI-driven system work?
Cloze’s AI-driven system automates various tasks such as:- Automatically reminding you to reach out to key people based on your interaction history.
- Discovering action items from emails and adding them to your agenda.
- Updating contacts based on changes in email signatures.
- Linking agenda items to mentioned people and companies.
- Tracking and reminding you of missed emails that typically require a response.
Can Cloze be used by teams and small businesses?
Yes, Cloze offers plans that are suitable for teams and small businesses. The Cloze Business Silver, Gold, and Platinum plans include team collaboration features such as:- Team-wide view of activity
- Assigning responsibility for people, companies, and projects
- Managing privacy and sharing contact timelines
- Team analytics and enhanced control.
What kind of integrations does Cloze support?
Cloze supports a wide range of integrations, including:- Email services
- Calendar integration
- Slack messaging
- Text message syncing
- Advanced integrations with tools like Zapier and Make
- Integration with phone call logs and messaging apps.
Does Cloze offer any additional support or training services?
Yes, Cloze offers a Concierge Service as an add-on to any plan. This service includes personalized training and support, priority email support, tailored team training, customer success manager, data import assistance, campaign design assistance, integration assistance, and personalized configuration. This service costs $20/user/month with a minimum of $500/month.How does Cloze handle contact management?
Cloze provides a unified contact management system that:- Merges and automatically updates contact information.
- Avoids duplicate entries.
- Syncs contacts with your phone, Gmail, and other linked apps.
- Automatically links files, notes, and messages to contacts.
- Provides a complete history of interactions with each contact, including emails, calls, and direct messages.
Is there a free trial available for Cloze?
Yes, Cloze offers a 14-day free trial for all its plans. This trial does not require a credit card, allowing you to test the features before committing to a subscription.