Cloze
CRM software
AI sales assistant software
Sales engagement software
Sales acceleration software
- 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
Small
Medium
Large
- Real estate and property management
- Media and communications
- Professional services (engineering, legal, consulting, etc.)
What is Cloze
Cloze is a CRM that automatically captures and organizes relationship data from email, calendars, calls, and other communication sources to help teams manage contacts, deals, and follow-ups. It is used by small to mid-sized teams and relationship-driven professionals who want a CRM that reduces manual data entry. The product emphasizes automatic contact enrichment, activity timelines, and reminders based on communication patterns. It also includes sales pipeline and engagement features such as sequences and task automation depending on plan and configuration.
Automatic communication capture
Cloze is designed to pull in emails, meetings, and interactions to build a unified relationship timeline without requiring users to log every activity manually. This can improve CRM data completeness compared with systems that rely heavily on user entry. It is particularly useful for teams that live in email and calendars and want CRM context embedded in daily workflows.
Relationship-centric contact management
The product focuses on people and relationship networks, not just accounts and deals. It supports contact enrichment and surfaces context such as recent interactions and shared connections. This approach fits use cases like professional services, partnerships, and consultative sales where relationship history drives next steps.
Built-in reminders and workflows
Cloze provides follow-up reminders and tasking based on communication activity, helping users avoid missed touchpoints. It also supports configurable pipelines and automation to standardize sales processes. For smaller teams, this can reduce the need to stitch together separate tools for basic engagement and pipeline tracking.
Less suited for complex enterprises
Organizations with highly customized sales processes, complex territory models, or extensive governance requirements may find limitations compared with more enterprise-oriented CRM platforms. Advanced admin controls, deep customization, and large-scale deployment tooling can be less comprehensive. Buyers should validate role-based permissions, audit needs, and customization depth for their specific environment.
Integration depth varies by stack
While Cloze connects well to common communication systems, integration depth for specialized sales, marketing, and data platforms can vary. Some workflows may require third-party connectors or custom work to match the breadth of ecosystems found in larger CRM suites. Teams should confirm availability of required integrations (and any API limits) before standardizing on it.
Automation and engagement may be lighter
Sales engagement capabilities such as advanced sequencing, multi-channel orchestration, and analytics may be less extensive than dedicated sales engagement platforms. Teams running high-volume outbound programs may need more granular controls for deliverability, A/B testing, and rep coaching. Cloze tends to fit best when engagement is closely tied to relationship management rather than large-scale outbound operations.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Free | Free | Email Inbox, Unified Contacts, Simple Search. Users are automatically downgraded to the free plan after trial or if not subscribed. |
| Pro | $17 per month (billed annually) or $19.99 month-to-month | Individual plan: Smart AI, One View of Everything, Business-grade email (open tracking, templates, mail merge), CRM without data entry, unified contact management, generative AI. 14-day free trial (no credit card required). |
| Business Silver | $21 per user/month (billed annually) or $24.99 month-to-month | Team features (team-wide activity view, assign responsibility, manage privacy, shared templates), basic team analytics and controls. 14-day free trial. |
| 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. 14-day free trial. |
| 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, Automatic Newsletters. Includes 5 free past team-member archives; additional past team-member archives cost $5/archive/month or $50/archive/year. 14-day free trial. |
| Concierge Service (add-on) | $20 per user/month (add-on) — $500/month minimum | Personalized training and support: priority email support, tailored team training, customer success manager, data import & integration assistance, campaign design, integration assistance, 2 team training sessions/month. Add-on to any plan. |
Seller details
Cloze, Inc.
Unsure
2010
Private
https://cloze.com
https://x.com/cloze
https://www.linkedin.com/company/cloze/
