Cloze - Detailed Review
Job Search Tools
Cloze - Detailed Review Contents
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Cloze - Product Overview
Primary Function
Cloze is designed to streamline and automate various aspects of sales and marketing processes. One of its key functions is generating content, such as real estate listing descriptions, using artificial intelligence. This AI capability helps in creating personalized and accurate descriptions quickly, highlighting the unique features and characteristics of each property.Target Audience
The target audience for Cloze includes real estate professionals, agents, and brokers who need to manage contacts, generate marketing content, and track client interactions. It is also useful for businesses looking to automate and personalize their outreach and marketing activities.Key Features
AI-Generated Content
Cloze uses AI to generate real estate listing descriptions. Users can input basic listing details and let the AI create multiple description options. This feature is particularly useful for luxury properties or unique homes that require special marketing approaches.Audience Management
Cloze allows users to create custom audiences based on various criteria such as contact type, established relationships, and other filters. This helps in targeting the right people with the right type of campaign, improving engagement and reducing spam rates.Integration and Syncing
The platform integrates seamlessly with other tools like Xpressdocs, MAXA Designs, and Canva. This integration enables users to sync contact information, listing details, and other materials efficiently, reducing manual work.Goal Tracking and Insights
Cloze offers goal tracking features to help users build successful real estate habits. The platform also provides AI insights from client conversations, emails, calls, and notes, helping users identify valuable connections and drive profitability.Automated Contact Management
Cloze automates the process of creating and managing contacts. It can discover new contacts from emails and calendar meetings and archive contacts to keep the user’s focus on relevant relationships. Overall, Cloze is a comprehensive tool that leverages AI to enhance the efficiency and effectiveness of sales and marketing activities in the real estate industry. Cloze - User Interface and Experience
User Interface Overview
The user interface of Cloze, particularly in its AI-driven features for relationship management and content creation, is designed to be intuitive and user-friendly. Cloze presents a streamlined interface that integrates various tools and features to manage professional relationships, emails, phone calls, meetings, notes, and follow-ups. The platform is organized in a way that all relevant information about your contacts is accessible in one place, making it easy to keep track of interactions and updates.Ease of Use
Cloze is built to be user-friendly, with features that automate many tasks, reducing the need for manual updates. For example, the platform offers automatic contact updates, reminders, and notifications, which help users stay organized without much effort. The AI-powered tools, such as the Ghostwriter feature, allow users to quickly generate high-quality emails, texts, and call scripts, saving time and effort.Key Features
Smart Deadlines and Reminders
Cloze automatically sets deadlines and sends reminders, ensuring you never miss important follow-ups or meetings.Lead Capture
The platform can automatically extract leads from emails, streamlining the process of managing new contacts.AI Summaries
Cloze uses AI to summarize recent timeline activity, including emails, texts, and notes, helping users catch up quickly on their interactions.Content Creation
With features like the Personal Bio Wizard and ChatGPT-powered Ghostwriter, users can create personal bios, emails, and other content with minimal input.User Experience
The overall user experience is enhanced by the integration of AI-driven features that simplify tasks and reduce the workload. For instance, the automatic goal tracking and milestone management features help users focus on actionable goals and track progress without manual intervention. The new full-screen table and Kanban board views provide a more focused and customizable way to view data, making it easier to manage tasks and contacts.Customization and Integration
Cloze also offers customization options, such as the ability to add segments and archive steps, which can be particularly useful for agents who need to tailor the platform to their specific needs. Additionally, integrations with other tools like JobNimbus through Zapier make it easy to automate workflows and connect different apps without requiring any coding.Conclusion
In summary, Cloze’s user interface is designed to be straightforward and efficient, leveraging AI to automate many tasks and enhance the user experience. This makes it an effective tool for managing professional relationships and creating content with minimal effort. Cloze - Key Features and Functionality
Cloze: Enhancing Relationship Management with AI
Cloze, a relationship management and CRM platform, integrates AI in several key features to enhance user efficiency and effectiveness, particularly in the context of sales, real estate, and customer relationship management. Here are the main features and how they work:Automatic Goal Tracking
Cloze has introduced an automatic goal-tracking feature that analyzes the success of over 10,000 agents to identify key activities that drive results, such as outreach and reactions. This feature automates the tracking of these goals, eliminating the need for manual updates or spreadsheets. This allows users to focus more on building relationships and closing deals.AI Summaries
Cloze uses AI to generate summaries of recent timeline activity, including emails, texts, and notes. These summaries help users quickly catch up on where they left off and what they’ve discussed recently. This feature is particularly useful for staying updated on client interactions without having to read through all the details.Mixed Next Step Mode
The new “Mixed” Next Step mode allows users to add ordered milestones with unordered tasks underneath each milestone. This can be applied to people, deal, and company segments, providing a flexible way to manage and track progress in various contexts.Automatic Timeline Linking of Zoom AI Summaries
If Cloze finds a related meeting in your calendar, it automatically links the Zoom AI meeting summary to match the attendees of the meeting. This ensures that all relevant information is connected and easily accessible.AI-Powered Ghostwriter
Cloze’s ChatGPT-powered Ghostwriter allows users to create emails, personal bios, and even entire drip campaigns with minimal input. Users can enter a short summary and their personal bio as context, and the AI will generate the content. This feature also supports creating multi-language newsletters that automatically send in the client’s language.Advanced Filters and Dynamic Audiences
The new design of Cloze includes unified audiences with filtering capabilities. Users can create advanced filters using quick filters, relative date filtering, and date ranges. These filters can be saved as new audiences, making it easier to manage and segment contacts based on various criteria.Infinitely Scrolling Timeline
The updated design features an infinitely scrolling timeline with inline expansion. Users can scroll down the timeline and expand any email, message, note, meeting, or other activity. This makes it easier to search and filter the timeline directly from a contact’s profile.Smart Contact Updates and Lead Capture
Cloze’s AI automatically extracts leads from emails and updates contact information. This includes smart contact updates and automatic keep-in-touch reminders, ensuring that the CRM remains up-to-date without manual intervention.Seamless Integration with Other Tools
Cloze can be integrated with tools like Seamless.AI to streamline real estate prospecting. This integration automates data enrichment, CRM entry, and provides real-time insights into client behavior, such as job changes and buying intent signals. It also enhances lead generation and follow-up precision.Customizable Views
The new full-screen table and Kanban board views allow users to switch between different views, see more Kanban board columns, and customize the table view. This feature also includes the ability to summarize numerical columns and view a wider, more focused profile of a person.Personal Bio Wizard and Email Creation
Cloze’s AI can create a personal bio or refresh an existing one based on key details about the user. Additionally, the AI can generate emails based on this bio, making communication more personalized and efficient. These features collectively leverage AI to simplify and automate various tasks within the CRM, allowing users to focus more on relationship building and closing deals. Cloze - Performance and Accuracy
Performance and Accuracy in Real Estate
Cloze’s AI-powered tools are designed to enhance real estate brokerages by improving productivity, client relationships, and lead management. Here are some key points:Efficiency and Productivity
Cloze’s tools integrate seamlessly into existing tech stacks, making agents more efficient. They analyze client conversations, emails, calls, and files to surface valuable connections that can drive profitability.Accuracy in Insights
The AI insights provided by Cloze help agents identify key information such as when to recommend a loan officer, the origin of a sale, and who already knows an incoming lead. This suggests a high level of accuracy in data analysis and pattern recognition.Limitations and Areas for Improvement in Job Search Context
Since Cloze is not specifically tailored for job search tools, here are some general limitations of AI in job matching that could be relevant if Cloze were to be adapted for this purpose:Data Quality
AI systems, including those like Cloze, rely heavily on high-quality data. Poor data can introduce biases and inaccuracies, which can lead to flawed outcomes. Ensuring the data used for job matching is accurate and diverse is crucial.Lack of Creativity
AI lacks the ability to generate new ideas or solutions, which might limit its effectiveness in matching candidates who have unique skill sets or non-traditional backgrounds.Ethical and Privacy Concerns
AI systems must handle sensitive data responsibly. In a job search context, this includes ensuring that candidate data is secure and that the AI does not perpetuate biases present in historical data.Engagement and Factual Accuracy
While Cloze’s tools are highly effective in the real estate sector, their application in job search would require careful consideration of these limitations. For instance, ensuring that the AI does not miss context or nuance in candidate profiles and job descriptions is essential. Human oversight and collaboration can help mitigate some of these limitations. In summary, while Cloze’s AI tools demonstrate strong performance and accuracy in real estate, their direct application in job search tools would need to address the specific challenges and limitations associated with AI in this domain. Without specific data on Cloze’s performance in job search, it is challenging to provide a detailed evaluation in this context. Cloze - Pricing and Plans
Cloze Plans Overview
Cloze offers a range of plans to cater to different needs, whether you are an individual or a business. Here’s a breakdown of their pricing structure and the features included in each plan:
Cloze Pro
- Price: $17/month billed annually or $19.99/month month-to-month.
- Features:
- Smart AI: Automatic reminders, discovery, and linking of agenda items.
- One View of Everything: Automatic organization of emails, calls, files, notes, and messages.
- Business-Grade Email: Open tracking, reply reminders, templates, mail merge, and scheduled send.
- CRM Without Data Entry: Automatic activity tracking and analytics.
- Unified Contact Management: Smart custom fields and advanced integrations.
- Text Message Syncing and Lead Capture.
- Campaign Automation and Marketing Mail.
- Automatic Newsletters and Generative AI.
Cloze Business Silver
- Price: $21/user/month billed annually or $24.99/user/month month-to-month.
- Features: All features from Cloze Pro, plus:
- Team Features: Work as a team, assign responsibility, manage privacy, team analytics, and enhanced control.
- Lead Routing and Sub-Team Hierarchies.
- User Archiving (though this is more fully featured in the Platinum plan).
- Enterprise Controls: Fine-grained control and compliance, including customizable roles and security policies.
Cloze Business Gold
- Price: $29/user/month billed annually or $34.99/user/month month-to-month.
- Features: All features from Cloze Business Silver, with no additional unique features listed, but includes all the advanced team and enterprise controls.
Cloze Business Platinum
- Price: $42/user/month billed annually or $49.99/user/month month-to-month.
- Features: All features from Cloze Business Gold, plus:
- User Archiving with 5 free past team member archives included (additional archives cost $5/archive/month or $50/archive/year).
- Concierge Service (optional): Personalized training and support, priority email support, tailored team training, and more for an additional $20/user/month with a $500/month minimum.
Concierge Service
- Price: $20/user/month with a $500/month minimum.
- Features: This is an add-on to any plan and includes personalized training and support, priority email support, tailored team training, data import assistance, campaign design assistance, integration assistance, and more.
Free Plan
- Features: After the 14-day free trial, you can be downgraded to the free plan, which includes basic contact management and email inbox features. You can continue using Cloze on the free plan indefinitely.
Each plan offers a 14-day free trial without requiring a credit card, allowing you to test the features before committing to a subscription.
Cloze - Integration and Compatibility
Cloze: A Personal Assistant for Managing Professional Relationships
Cloze integrates seamlessly with a variety of tools and platforms, enhancing its utility and compatibility across different devices and systems.Integration with Communication Tools
Cloze integrates well with communication platforms like Dialpad and RingCentral. When connected to Dialpad, Cloze automatically logs calls, voicemails, and texts, matching incoming callers to existing contact profiles and displaying them on-screen. This integration allows for click-to-dial functionality and real-time logging of interactions within Cloze. Similarly, the integration with RingCentral ensures that all calls, voicemails, faxes, and text messages are tracked and brought together with emails, meetings, documents, notes, and messages, providing a comprehensive history of interactions with contacts. This integration supports various RingCentral-enabled devices, including desk phones, mobile apps, and desktop applications.Integration with Automation Platforms
Cloze can be integrated with automation platforms like Zapier and n8n, which enable no-code automation workflows. Through Zapier, you can connect Cloze with other apps such as Seamless AI and JobNimbus. For example, you can set up triggers in Seamless AI to create or update contacts in Cloze or create new Cloze communications and to-dos based on activities in JobNimbus. These integrations can be set up in minutes without requiring any coding. With n8n, you can create more customized workflows by using HTTP request nodes to interact with the Cloze API. This allows you to create, update, or retrieve records in Cloze using POST, PATCH, and GET requests, respectively. This flexibility makes it easier to integrate Cloze with your company’s tech stack and other productivity apps.Cross-Platform Compatibility
Cloze is compatible across various devices and platforms. It supports web browsers such as Chrome, Firefox, Safari, IE 10 , and Microsoft Edge. For mobile users, Cloze is available on iOS 7 and higher, as well as Android 4.4 KitKat and higher. This ensures that you can manage your professional relationships seamlessly whether you are working on a desktop, using a mobile app, or accessing the service through a browser.Conclusion
In summary, Cloze’s integrations with communication tools, automation platforms, and its compatibility across different devices and browsers make it a versatile and efficient tool for managing professional relationships. These integrations help automate tedious tasks, provide a unified view of contact interactions, and enhance overall productivity. Cloze - Customer Support and Resources
Customer Support Options
Cloze provides several support features, particularly through its AI-driven tools:Smart Edit and Automated Responses
Users can leverage the Smart Edit feature, available with the Platinum Plan, to create quick and appropriate responses to emails, such as “No Thanks” or “Not Interested.”Keep in Touch Reminders
Cloze uses AI to remind users to stay in touch with key contacts, including customers, clients, or prospects. This feature helps maintain relationships and can be particularly useful for networking and follow-ups during a job search.Additional Resources
While Cloze is not a dedicated job search platform, its features can support job seekers in several ways:Automated Reminders and Follow-ups
The automatic keep-in-touch reminders can help job seekers stay connected with important contacts, such as recruiters, hiring managers, or professional network contacts.Efficient Email Management
The Smart Edit feature can help job seekers quickly respond to emails, such as application acknowledgments or follow-up emails, making their communication more efficient.General Support
For general support, Cloze offers:Help Center Articles
Detailed guides and articles on how to use various features, including Smart Edit and Keep in Touch reminders, are available in the Cloze Help Center.Settings and Customization
Users can adjust settings to fine-tune their experience, such as setting recurring or planned keep-in-touch reminders, which can be customized based on different relationship types. While Cloze is primarily a relationship management and email automation tool, its features can be leveraged to support various aspects of job searching, particularly in maintaining professional relationships and managing communications efficiently. Cloze - Pros and Cons
Advantages
Automated Goal Tracking
Cloze introduces an automatic goal-tracking feature that analyzes the success of agents and focuses on simple, actionable goals like outreach and reactions. This automation saves time on paperwork and allows users to concentrate more on building relationships and closing deals.
AI Summaries and Content Creation
Cloze uses AI to summarize recent timeline activity, including emails, texts, and notes. This feature helps users catch up quickly on their interactions. Additionally, Cloze’s AI can create listing descriptions, personal bios, and even emails based on user input, making content creation more efficient.
Enhanced Organization and Reminders
The platform offers smart features such as automatic keep-in-touch reminders, smart contact updates, and smart action items. These features help in managing contacts, projects, and deals more effectively.
Customizable Views and Integration
Cloze provides new full-screen table and Kanban board views, allowing users to switch between different views and customize their workspace. The platform also integrates with other tools like Xpressdocs for mailings and Zoom for meeting summaries.
Team Customization
The new team role, “Extend Business Customization,” allows agents to customize Cloze further while retaining the brokerage-provided configuration. This flexibility is beneficial for agents who need to add their own segments and archive steps as needed.
Disadvantages
Beta Features and Stability
Some of the features, such as automatic goal tracking, milestones, and AI summaries, are still in the beta phase. This means they might not be fully stable or polished, which could lead to occasional errors or inconsistencies.
Dependence on Quality of Input Data
For features like AI-generated content, the quality of the output depends heavily on the quality and comprehensiveness of the input data. If the input data is limited or outdated, the AI-generated content may not be accurate or effective.
User Feedback on Smart Features
Some users have reported that while the smart features in Cloze are generally great, they can sometimes be problematic. For instance, there might be issues with how these features are set up, which can lead to occasional frustrations.
Cost and Value
While Cloze offers a range of advanced features, it may come at a higher cost compared to more basic job description generators or CRM tools. Users need to weigh the benefits against the costs to determine if the investment is worthwhile for their specific needs.
In summary, Cloze offers significant advantages in automation, AI-driven content creation, and customizable organization tools, but users should be aware of the potential instability of beta features, the importance of high-quality input data, and the potential higher costs.
Cloze - Comparison with Competitors
When Comparing Cloze to Other AI-Driven Tools
When comparing Cloze, an AI-powered real estate and CRM platform, to other AI-driven tools in the broader category of job search and professional relationship management, it’s important to note that Cloze is primarily focused on real estate and brokerage operations rather than general job search. However, we can still highlight its unique features and compare them to tools that are more directly involved in job search.
Unique Features of Cloze
- AI-Powered CRM and Marketing: Cloze uses AI to streamline CRM, lead management, and marketing automation, particularly in the real estate sector. It integrates with various tools like Dotloop, Homespotter Boost, and Xpressdocs to capture and convert leads, drive engagement, and build deeper relationships.
- Automatic Goal Tracking: Cloze introduces automatic goal tracking, focusing on simple, actionable goals such as outreach and reactions, which are identified as key drivers of success.
- AI Summaries and Timeline Linking: Cloze provides AI-generated summaries of recent timeline activity, including emails, texts, and notes. It also automatically links Zoom AI meeting summaries to related calendar meetings.
- Mixed Next Step Mode: This feature allows users to add ordered milestones with unordered tasks underneath each milestone, enhancing project and deal management.
Alternatives in the Job Search Category
TealHQ
- Job Matching and Resume Building: TealHQ is an all-in-one platform that offers tools for resume building, job tracking, and job matching. It includes features like AI resume analysis, job scoring, and unlimited cover letter creation. TealHQ is more focused on the general job search process and offers a freemium model.
- User-Friendly Interface: TealHQ is known for its user-friendly interface and affordable premium pricing, making it a viable option for job seekers.
ChatGPT
- Resume and Cover Letter Drafting: ChatGPT, developed by OpenAI, helps users create professional resumes and cover letters, prepare for interviews, and craft follow-up emails. It is a versatile tool that can be used for various aspects of the job search process.
- Interview Preparation: ChatGPT simulates interview scenarios and assists with thoughtful responses, making it a valuable resource for job seekers.
Rezi
- Resume and CV Building: Rezi is an AI tool that specializes in generating customized resumes and cover letters. It ensures keyword alignment with job descriptions and optimizes resumes for Applicant Tracking Systems (ATS).
- Automation: Rezi automates the entire process of creating and optimizing job application documents.
Jobscan
- ATS Optimization: Jobscan is a comprehensive platform that helps job seekers optimize their resumes, cover letters, and LinkedIn profiles to pass through ATS systems. It provides detailed analysis and suggestions to improve the chances of getting interviews.
- Job Tracking: Jobscan also includes features for tracking job applications and optimizing LinkedIn profiles.
Key Differences
- Industry Focus: Cloze is specifically designed for the real estate industry, focusing on CRM, lead management, and marketing automation. In contrast, tools like TealHQ, ChatGPT, Rezi, and Jobscan are more broadly applicable to various job search scenarios.
- Integration: Cloze integrates with a wide range of real estate-specific tools, while the other tools integrate more generally with job search platforms and ATS systems.
- AI Applications: While Cloze uses AI for summarizing activities, tracking goals, and managing relationships, the other tools use AI for resume building, job matching, interview preparation, and optimizing job applications.
In summary, if you are in the real estate sector or need a platform for managing relationships and leads within that industry, Cloze is a powerful tool. However, for general job search needs, tools like TealHQ, ChatGPT, Rezi, and Jobscan are more directly relevant and offer a range of features tailored to the job search process.
Cloze - Frequently Asked Questions
Here are some frequently asked questions about Cloze, an AI-driven CRM, along with detailed responses:
How does Cloze’s Automatic Goal Tracking work?
Cloze’s Automatic Goal Tracking feature is designed to simplify goal measurement by focusing on simple, actionable goals such as outreach and reactions. This feature analyzes the success of over 10,000 agents to identify key activities that drive results. It automatically tracks these goals, eliminating the need for spreadsheets or manual updates, allowing you to spend more time on relationships and closing deals.Can I customize the views in Cloze?
Yes, Cloze has introduced new full-screen table and Kanban board views. You can switch between the classic view, the new full-screen Kanban board, and a customizable full-screen table view. These views allow you to see more Kanban board columns, summarize numerical columns, and have a wider, more focused view of a person’s profile.How does Cloze use AI for timeline summaries?
Cloze uses AI to generate summaries of your recent timeline activity, including emails, texts, and notes. These summaries help you catch up on where you left off and what you’ve discussed recently. This feature is part of the AI Summaries and is designed to keep you updated efficiently.What is the Mixed Next Step mode in Cloze?
The Mixed Next Step mode allows you to add ordered milestones with unordered tasks underneath each milestone. This feature can be used with people, deal, and company segments, providing a flexible way to manage your next steps and tasks.How can I use Cloze AI to create content like emails and bios?
Cloze’s AI, powered by ChatGPT, can help you create a personal bio and even generate emails based on that bio. You can use the Personal Bio Wizard to refresh or create a new bio, and then use the Ghostwriter feature to generate emails with just a short summary and your personal bio as context.Can Cloze integrate with other tools and services?
Yes, Cloze integrates with various tools and services. For example, it has a new integration for Anywhere brands to route leads automatically, an Xpressdocs integration to sync contacts for mailings, and it can connect to your MLS to search, view, and match real estate listings to your clients.How does Cloze handle lead capture and management?
Cloze has features like Lead Ponds and AI Lead Capture. Lead Ponds allow you to define pools of leads based on quality, geography, or other criteria, and agents can compete for qualified leads. The AI Lead Capture feature automatically extracts leads from emails and updates custom fields, sets stages, and adds tags as needed.Can I customize the roles and permissions in Cloze?
Yes, Cloze has introduced a new team role called “Extend Business Customization.” This role allows agents to further customize Cloze while retaining the brokerage-provided configuration. Agents can add their own segments, archive steps and segments, and make other customizations as needed.How does Cloze help with campaign analytics?
Cloze provides campaign analytics to show the current status of running campaigns and the outcomes of past campaigns. This feature helps you track the effectiveness of your campaigns and make informed decisions.Can I use Cloze to manage contacts and organize them efficiently?
Yes, Cloze offers several features to manage and organize contacts. For example, the Focused View allows you to separate important contacts from others, and you can select up to 500 contacts at once for bulk actions. Additionally, Cloze allows you to add household names and manage postal mail and address labels efficiently.How does Cloze’s AI assist with follow-ups and reminders?
Cloze’s AI features include Smart Deadlines, Automatic Keep in Touch Reminders, and Smart Reply Reminders. These features remind you each morning who you need to follow up with and log all calls and emails to a contact, ensuring you stay on top of your interactions.