Manage your pipeline more effectively with Cloze

A digital personal assistant

Don’t you wish you had a personal assistant who could whisper in your ear every time you meet a colleague and can’t remember their name? Or who could remind you what the heck you talked about at last week’s meeting? How about a secretary who would notify you when you need to get in touch with someone, or who could even alert you when someone hasn’t responded to your email?

We can all dream of the perfect personal assistant, but in the meantime there are a lot of (increasingly intelligent) tools out there to help you keep track of the seemingly zillions of contacts you must maintain to run your business. Cloze is such a tool; it’s the “no-work” way to consolidate all of the information you have about your contacts into one place. It’s “smarter relationship management” for companies with long lists of prospects, clients, and colleagues to stay in touch with.

Merging info into one place

Cloze is intelligent software that automatically merges a wide array of information into one place. When you review your contacts on Cloze, you’ll see not only their email address and phone number, but also a log of all of your interactions, including emails, documents, and phone calls you’ve exchanged, notes from meetings you’ve attended together, and personal reminders. You’ll even be able to see what your contact is up to on social media sites, as Cloze syncs up with LinkedIn, Facebook, and Twitter.

Besides amalgamating that mess of information you previously had scattered across multiple email accounts, spreadsheets, and sticky notes, Cloze is smart enough to learn to prioritize the contacts are the most important to you, and to remind you when it’s time to reach out.

The search feature allows you to “search for contacts the way you think.” You can look for techs at IBM, customers in Boston, or people who attended the April board meeting. Contacts can be searched and sorted by person, by company, or by meeting. Instead of displaying your contacts alphabetically, Cloze learns to arrange them by importance, and by how frequently you contact them.

Cloze helps you manage and take action

The fact that Cloze keeps track of your meetings is a particularly helpful feature. Cloze creates briefing documents that include notes, action items, documents and emails you’ve exchanged with attendees so that you have context and reminders for next week’s meeting.

It doesn’t matter if you’re using your smartphone, tablet, or desktop computer, because Cloze syncs them together on its secure, encrypted cloud.

The free account comes with a smart inbox, a contact manager, and a social media manager that optimizes your social feeds by rearranging them in order of importance. The free account also syncs your email, social, computer, and cell phone contacts.

For $13.33 per month you can get a Pro account, which, in addition to everything you get in the free bundle, also gives you a calendar and a call history, syncs with your Evernote, enriches your contacts by finding additional information, and actively reminds you when it’s time to contact someone. Cloze even lets you know when someone hasn’t responded to your email so you can follow up.

So ditch the spreadsheets and save yourself the headache of data entry. Cloze is a smarter way to manage your endless contact list.

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