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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