Cloze CRM is a customer relationship management tool that lets users stay on top of all their clients’ tasks. It provides essential information on official business communications, client profiles, and project updates. In this article, we cover Cloze CRM reviews and pricing. Ready to get started? Get a free trial.
Cloze CRM Pricing
Cloze CRM pricing is based on four subscription plans: Cloze Pro ($19.99/month), Business Silver ($24.99/user/month), Business Gold ($34.99/user/month), and Business Platinum ($49.99/user/month). The main differences between the plans include the option to add user accounts and access to premium features such as lead capture and smart templates.
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*Annual plans are paid in full at the beginning of the billing cycle.
Cloze CRM also offers Concierge Service or personalized training and support at $10/user/month as an add-on to any plan with a $250/month minimum. It includes priority email support, customer success manager, data modeling assistance, two training sessions per month, and more.
Ready to get started with Cloze CRM? Get a free trial.
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Summary of Positive Cloze CRM Reviews
Users who gave Cloze CRM a positive review said that it is excellent in collating all information on client interaction and communications in a single platform — which greatly improves their customer relationships. Reliable customer support was also cited.
One user who gave Cloze CRM a positive review on G2 said that the AI behind the platform greatly eliminates data entry and automatically creates activities, follow-ups, and action points required in a task. She also said that Cloze CRM is excellent at integrating a user’s mobile phone and email account to the system, which helps in tracking a customer interaction history, including emails, calls, and any files or attachments sent or received.
Summary of Negative Cloze CRM Reviews
Users who gave Cloze CRM a negative review said that its dashboard looks cluttered and confusing. They commented that it takes a while to get familiarized with the program. Users also suggested improvements on the calendar integration.
One user who gave Cloze CRM a negative review on G2 said that it works differently than other CRM platforms, which might result in a learning curve even for longtime CRM system users. She said that its online training tools for system onboarding are not that informative and seems to assume a level of comfort with the application even from new users.
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Cloze CRM Features
Check out the list below of some of Cloze CRM’s features:
- Email tracking
- Lead and pipeline management
- Contact management
- Team collaboration function
- Task management
- Task reminders and notifications
- And more
Cloze CRM FAQs
How are users guaranteed of their data’s security?
In order to protect personal and business information, Cloze CRM provides multiple layers of security — from protected access to data centers, through network and application level security. The company is hosted by Amazon Web Services to ensure data security and integrity. Email information and passwords are also all encrypted even from Cloze CRM employees.
What makes Cloze CRM different from other CRM providers?
Cloze CRM has a proprietary Smart AI feature that assists team members in their daily responsibilities and helps them avoid missing important actions. It has the capacity to understand tasks and send reminders to the correct team member, identify if there are changes to contacts’ email signatures, link agenda items to respective team members, and remind users to reply to emails.
Here is a list of some of Cloze CRM’s popular integrations: