应用截图

Cloze Sidebar for CRM截图1
Cloze Sidebar for CRM截图2
Cloze Sidebar for CRM截图3
Cloze Sidebar for CRM截图4
Cloze Sidebar for CRM截图5

详细介绍

See everything about your contacts and deals in one place - automatically

Emails, files, meetings, phone calls, messages, notes, follow-ups and more. With ZERO data entry.

"Best Personal Assistant I have ever used, and I've used them all." - @SealMaster_CO
"Fantastic integration across multiple sources to create a single view of your relationships!" - SUJONEROPRJA
"I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!" - Nicholas Hughes

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 your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages.

It's all organized for you - without any busy work.

With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.

CLOZE SIDEBAR¹
• See the context of people, companies, projects, and deals right beside your CRM
• CRM's Supported: Salesforce.com, SugarCRM, PipeDrive, HubSpot CRM
• Also Supported: Gmail, LinkedIn, Twitter, Github

UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
• Enrich contacts from email signatures¹
• Organized by when you last talked, first met, location and more

PROFESSIONAL-CLASS EMAIL
• Bookmark a message and Cloze will remind you to follow-up later
• Get reminded if you don’t receive a reply to an important email¹
• Be notified when a recipient opens an email or clicks on a link you sent¹
• Templates: Create and reuse template emails¹ Share them across your team²
• Mail merge: Personalize email sent to many people at the same time¹
• Scheduled send: Wr