Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person and company--all their contact details and all of your history with them, including your interactions on social. Cloze is integrated with LinkedIn, Facebook and Twitter. It’s not specifically made to be used as a social media management tool, but you can definitely use it for that. It's especially helpful for seeing what your relationships have said on Twitter.

That’s our product, and that’s what we use! You definitely have to eat your own dog food. Cloze is an automatic way of managing your professional relationships. Rather than inputting information into your CRM manually, it’s automatic. Most Cloze Pro subscribers compare us to personal assistant tools. What they love about Cloze is that we remind them of what they have missed and when to follow up without any work required on their part. Cloze automatically keeps track of all their interactions with their contacts across email, meetings, notes, social and mobile phone calls. Logging all of these interactions and follow-ups in other tools, like CRM is typically a very tedious, manual process. For example, you can connect your AT&T account for automatic call history, Evernote for note-taking and your Google or Microsoft Exchange account for email, calendars and contacts – it’s all pulled together for you automatically. And then you can connect Zapier to bring in other sources, like automatically syncing all your Shopify data and QuickBooks invoices, or exporting lists and new subscribers to MailChimp.

Cloze is relatively new. They just revamped their CRM last March, and it’s great. It used to be just for email inbox management, but now it does so much more. Cloze shows you everything you’re doing with social media, along with stats like when someone has opened your email. I was using Nimble for years, and Cloze does everything Nimble does, but does it even better because it shows you everything on one page. Their whole app is also more user-friendly than Nimble’s. Nimble had too much stuff to navigate around, and was rather expensive. And when I left Nimble, they didn’t even acknowledge that I left, and didn’t care that I left after so many years. They didn’t even send one of those emails asking why I decided to stop using them. One of the founders from Cloze wrote to me four times to try Cloze, so I tried it. As a freelancer and a small business owner, I’ve tried about every app out there. I know the difference between apps that are just stripped-down versions of enterprise apps, and those that are made for us. With Cloze, I could tell that they weren’t just selling me a lesser version of their “full” app; and I can even talk to the founder! That means a lot to us small guys. I really, really like that.