Cloze

Cloze is a comprehensive Smart CRM and AI Assistant designed to streamline the management of professional relationships and business activities. This platform integrates various communication channels and automates numerous CRM tasks, providing a unified solution for professionals across multiple industries to efficiently manage their contacts, communications, and workflows.

Key features:

- Automatic Data Aggregation: Tracks emails, phone calls, text messages, meetings, documents, notes, and tasks, organizing information by contact, company, and meeting without manual input.
- Smart AI Capabilities: Learns user priorities, prompts follow-ups, understands action items, provides reminders, and generates content using built-in ChatGPT.
- Unified Contact Management: Consolidates all contact details and communication history in one place, keeping contacts up-to-date automatically.
- Professional-Class Email: Tracks email opens and link clicks, provides templates, mail merge, and scheduled send features, supporting multiple email services.
- CRM Automation: Tracks project and deal activities automatically, provides reminders for next steps, and offers comprehensive agenda and analytics tools.
- Team Collaboration: Offers a team-wide view of all communications, allows assignment and tracking of responsibilities, and provides team analytics.

How it works:

1. Users connect their email, phone, and social media accounts to Cloze.
2. Cloze automatically aggregates and organizes data from these sources.
3. Users receive a unified view of all interactions with contacts, along with reminders and prompts for follow-ups.
4. AI-generated content assists in creating emails, newsletters, and other communications.
5. Before meetings, Cloze provides a summary of past interactions and relevant documents.

Integrations:

Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP, Slack, Evernote, various calendar integrations

Use of AI:

Cloze incorporates AI to learn user priorities, provide smart reminders, and generate content such as emails and newsletters. The AI also uncovers opportunities from data and automates various CRM tasks.

AI foundation model:

Cloze utilizes models like GPT-3.5 for content generation and smart reminders, enhancing its ability to provide intelligent assistance and automate tasks.

Target users:

- Real estate professionals
- Sales teams
- Consultants
- Nonprofits
- Any professional requiring robust relationship management

How to access:

Cloze is available as mobile apps for iOS and Android, a web app, and a Chrome extension, providing users with multiple access points to manage their professional relationships and business activities.