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SwiftCRM Client Management

How to Join SwiftCRM Client Management Beta on iOS

About SwiftCRM Client Management

"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, 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.

SMART AI

Understands action items and adds them to your Agenda (e.g. "Please review and get back to me by Friday.")

Automatically reminds you when it’s time to reach out to key people

Sees change to email signatures to update contacts

Create newsletters, listing descriptions, and drip campaigns with built-in ChatGPT

UNIFIED CONTACT MANAGEMENT

Brings all your contacts into one place

Automatically keeps contacts up-to-date

PROFESSIONAL-CLASS EMAIL

Get reminded if you don’t receive a reply to an important email

Be notified when a recipient opens an email or clicks on a link you sent

Templates: Create and reuse template emails Share them across your team

Mail merge: Personalize email sent to many people at the same time

Scheduled send: Write your email now, have Cloze deliver it later

Built-in support for Do Not Contact and the GDPR

Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP

CRM WITHOUT THE BUSY WORK

Reach your goals with real-time progress updates and adaptive pacing

Track the activity around projects and deals automatically

Next steps: Automatic reminders of what's next for any deal

Add To-Dos to track things you have to get done

Agenda: one place to see all your meetings, reminders and follow-ups

Analytics: Pipeline, forecast, engagement, activity, and lead analytics

ONE VIEW OF EVERYTHING

Emails: Automatically organizes mail by people, company, project, and deal

Calls: Automatically log your calls

Files: Automatically link files to your contacts

Notes: Automatically match notes to contacts

Messages: Track texts and other messages about your clients and customers

Calendar: Meeting context at your fingertips

WORK AS A TEAM

One team-wide view of all communication for every deal and project

Always know who last talked to any customer, client, or prospect

Assign and track who's responsible for contacts, next steps and to-dos

Manage your all of your company's contacts, projects and deals in one place

Cloze is free to use for contact management and as a basic email app

Additional features require a subscription to Cloze Pro, Cloze Business (Silver, Gold, or Platinum) and are available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase.

Prices vary by location

Subscriptions will be charged to your iTunes account and will automatically renew at the same price as the previous period unless cancelled at least 24 hours before the end of the current period

Once paid, a subscription is non-refundable for that period

After purchase, your subscription may be managed, and auto-renewal turned off, in your App Store Account Settings.

PRIVACY & SECURITY PLEDGE

We won't spam your contacts

We won't sell your information

It's your information not ours

You can find our terms of service here: https://www.cloze.com/app/legal/terms

And our privacy policy here: https://www.cloze.com/app/legal/privacy

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Frequently Asked Questions