Cloze
General-purpose AI agents
Agentic AI software
AI agents
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$17 per user per month
Free TrialFree version
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What is Cloze
Cloze is a relationship management and CRM platform that automatically builds contact and company records from email, calendar, and other communication data. It is used by individuals and small teams that need a consolidated view of relationships, follow-ups, and deal or pipeline activity without heavy manual data entry. The product emphasizes automated contact intelligence, timeline-based interaction history, and workflow reminders tied to communications. It also includes email and task features that support day-to-day relationship tracking.
Automatic relationship data capture
Cloze can ingest and organize interaction history from connected email and calendar accounts to create a unified relationship timeline. This reduces manual CRM data entry compared with systems that rely primarily on user-entered notes and activities. It is particularly useful for users who live in their inbox and want CRM context to update passively. The approach supports faster onboarding because existing communications become the starting dataset.
Unified contact-centric workspace
The product centers on people and relationships, showing emails, meetings, notes, tasks, and files in one place. This helps users prepare for meetings and follow up consistently without switching between multiple tools. For relationship-driven roles, the contact timeline can be more actionable than record-heavy CRM screens. It also supports lightweight pipeline tracking for teams that do not need complex CRM customization.
Workflow reminders and follow-ups
Cloze provides reminders and tasking tied to communication patterns (for example, nudges when a contact has not been reached recently). This supports consistent outreach and reduces missed follow-ups. Compared with broader sales platforms, the workflow is oriented around relationship cadence rather than extensive sales process configuration. It can fit users who want guided follow-up behavior with minimal setup.
Not a full sales suite
Cloze focuses on relationship management and lightweight CRM rather than end-to-end sales execution. Organizations needing advanced lead routing, multi-stage automation, complex forecasting, or deep revenue operations controls may find gaps. Some teams will still require additional tools for calling, conversational engagement, or contact-center workflows. This can increase integration and administration overhead in larger deployments.
Data coverage depends on integrations
The quality of the relationship graph depends on what communication sources are connected and how consistently teams use them. If key interactions occur in channels that are not integrated or are restricted by security policy, the timeline can be incomplete. This can lead to uneven visibility across teams and accounts. In regulated environments, permissions and retention policies may limit what can be captured.
Limited enterprise governance features
Compared with platforms designed for large organizations, Cloze may offer fewer options for granular governance, complex role hierarchies, and large-scale customization. Companies with strict admin requirements (auditability, advanced data residency controls, or extensive sandboxing) may need to validate fit carefully. Scaling to many departments can also require more process alignment because the product is optimized for smaller teams. As a result, it is often better suited to SMB and professional-services style use cases than enterprise-wide standardization.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | Free | Email inbox, unified contacts, basic contact management; access to Cloze core features with limits. |
| Pro | $17 per month (billed annually) or $19.99 month-to-month | Smart AI (automated reminders & discovery), one view of everything (emails, meetings, calls), business-grade email (open tracking, templates, mail merge), CRM without data entry, generative AI; 14-day free trial (no credit card). |
| Business Silver | $21 per user/month (billed annually) or $24.99 month-to-month | All Pro features plus team features: team-wide activity view, assign responsibility, manage privacy, share templates, team analytics and basic team controls. |
| Business Gold | $29 per user/month (billed annually) or $34.99 month-to-month | Includes Business Silver plus smart custom fields, advanced integrations (MailChimp, Salesforce sidebar, etc.), text message syncing, partner tracking, enhanced team analytics and higher limits. |
| Business Platinum | $42 per user/month (billed annually) or $49.99 month-to-month | Includes Business Gold plus matching engine, smart templates, lead capture, campaign automation, marketing mail, user archiving and enterprise controls. |
| Concierge Service (add-on) | $20 per user/month; $500 per month minimum | Personalized training and support (priority email support, tailored team training, customer success manager, data/import/integration assistance); add-on to any plan. |
