Cloze CRM is a management tool that enables users to view all the important information about their clients including email and phone conversation history, meeting notes, business profiles, and social media accounts. In this article, we cover user reviews and pricing. Ready to get started with Cloze CRM? Sign-up for free.
What Cloze CRM Does Well
Users who gave Cloze CRM a positive review said that it is user-friendly and customizable. They added that it keeps them on top of their game as it effectively tracks client progress, streamlines email marketing, and automatically consolidates data from multiple systems. Efficient customer support was also mentioned.
One user who gave Cloze CRM a positive review on G2 Crowd said that the CRM tool has colorful and easy-to-locate sections. She added that it helped her connect all of her inboxes and applications easily. She also mentioned that Cloze CRM’s excellent maintenance support also made her subscription worth it.
What Cloze CRM Does Not Do Well
Users who gave Cloze CRM a negative review commented that it should have other features like a calendar view to keep track of schedules. Another one wished that it had effective data importation and up-to-date synchronization.
One user who gave Cloze CRM a negative review on G2 Crowd mentioned that it disorganized his information when he tried to import his data from Outlook. He said that it rearranged all of his data and he ended up re-entering everything.
Cloze CRM Pricing
Cloze CRM has a free subscription option and two paid plans. When billed monthly, the Cloze Pro plan costs $19.99 for unlimited users, while the Cloze Business plan costs $19.99 per user. The main difference between the plans is the availability of premium features such as an unlimited number of contacts, call history access, & calendar management.
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? Sign-up for free.
Cloze CRM Features
- Email Tracking
- Lead and Pipeline Management
- Contact Management
- Team Collaboration Function
- Task Management
- Task Reminders and Notifications
- Mobile Access
Top Cloze CRM Pick from Fit Small Business
6 Best CRM for Small Business 2019 — CRM software helps businesses efficiently manage relationships with customers and prospects using sales pipelines and other organizational tools. We compared more than 20 products offering a range of options to determine the six best CRMs for small businesses in terms of price, features, customization, integrations, and reporting, arriving at the best overall CRM.
Cloze CRM FAQ
How does Cloze CRM protect client information?
Here is a list of some of Cloze CRM’s popular integrations: