Cloze CRM – Money Maker Feature List

Everyone writes boring feature lists or software evaluations, and if you have the time to read, they can be quite helpful. I decided that we needed to get to the point and tell you the top Money Making Features of Cloze.

Cloze

What is Cloze?

  • Cloze is a Client Relationship Management tool (CRM).

Who are its competitors?

  • The top competitor is salesforce.com.

Price?

  • Free to $42.00 per month per user.

Money Maker Feature List

Keep in contact with your clients:

  • Cloze monitors all of your client communications and reminds you when to reach out.

Track Deals

  • Cloze tracks won, pending, active, and lost deals.

Email Blasts

  • Use Close to send out timed messages to a group or a single client. It sends them all one-by-one, not as bcc or group.

Email Opens

  • Tells you when a client has opened your email.

Tasks

  • Track tasks by the client, by project or by deal 

NO SETUP Required

  • Enter your connection points – Emails, Social Media Accounts, Virtual Telephone Services, Google Drive.

Fully Automated

  • Cloze scans all of your connection points, and recommends contact updates and suggests leads (you will need the most advanced package for this feature)
  • Cloze updates meetings based upon your Google Calendar
  • Cloze updates todos based on your Google Tasks

Google Apps Integration

  • Email
  • Calendar
  • Task
  • Drive

Dashboard

  • The Cloze dashboard with a single glance you get a view of all upcoming tasks, events, client communications, projects, deals, and more.

Cloze Just Works!

I have used so many CRM software, and I have only found that Cloze works for me and not me for Cloze. Each time that I use the software to keep in contact with my clients, I make money.

If you have any questions on Cloze or CRM, give us a call at RapidPage.ca.

Nicholas Hughes.