We are very excited to announce three new Cloze Business plans with a whole host of new features. And a big thank you to all that participated in our beta program over the last several months and helped shape these new features.
In the 4 years we’ve been selling Cloze, we’ve added hundreds of features, but kept a one-size-fits-all price. This kept things simple initially, but as we’ve grown a one-size-fits-all price has reached its limit.
By moving from one subscription plan to multiple, everyone can get the functionality and service they need, at a price point that’s competitive—while allowing us to invest more to get you new features even faster—for every plan.
We now have four premium plans to meet your business needs:
- Cloze Pro
- Cloze Business Silver
- Cloze Business Gold
- Cloze Business Platinum
You can learn more about these plans in our plan comparison page and keep reading to learn more.
This new release is available immediately for both Cloze Pro and Cloze Business on iOS, Android and desktop (cloze.com).
Cloze Pro – Essential tools for individuals
Smart AI – Automatic reminders and discovery
- 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.
- Automatically links agenda items to mentioned people and companies.
- Reminds you if an email you’d normally reply to is missed.
One View of Everything – Email, meetings, calls – with no data entry
- 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 Slack messages about your clients and customers.
- Calendar: Meeting context at your fingertips.
Business-Grade Email – Open tracking, mail merge, templates
- 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 emails¹ 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.
CRM Without Busy Work – Automatic activity tracking and analytics
- 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.
Unified Contact Management – Merged and automatically updated
- Brings all your contacts into one place.
- Automatically keeps contacts up-to-date.
- Creates company records for you.
- Unlimited contacts and emails.
- Create and use up to 10 custom segments, 25 custom fields, 100 custom templates.
New in Cloze Pro:
- Tap on WhatsApp profile to go to app new
- Add postal address and pictures to projects new
- Lat/lon support for addresses new
- Show all values for pick-many fields new
- New stages for tracking active projects (where “won” indicates an active project) new
- Support for tracking “Drop Ins” separate from regular meetings new
- Set a default from address for sending email new
- Pick how to display profile pictures new
- Print emails from iOS and Android new
- Use custom fields in email templates new
- Add many more mail merge fields new
- Mail merge preview mode new
Silver Plan – Essential tools for small businesses
All of Cloze Pro plus:
Work as a Team – Get a Team-wide view of activity
- One team-wide view of all communication for every contact and deal.
- Always know who last talked to any customer or prospect.
- Share templates and next steps that work across your team.
- For colleagues you trust the most, Inner Circle lets you automatically share your timeline for all non-personal contacts.
Assign Responsibility – People, Companies, Projects, Deals, to-dos
- Assign responsibility for people and companies.
- Create deal teams to work together on deals.
- Assign next steps on deals within the deal teams.
- Assign to-dos to team mates and track their progress.
Manage Privacy – Personal stays private, work gets shared
- If you mark a contact Private your team will not see your contact details or activity for them.
- Any Home email address or phone number is assumed to be private unless you explicitly share it.
- Any contact set to a Personal Segment such as Friend or Family is always private.
- Before any activity is shared with your team, you always have time to mark sensitive messages private.
New in Business Silver:
- New team member admin page with search, filtering, and bulk-change new
- Make it easier to see who’s assigned when you don’t have edit rights new
- Allow admins to exclude messages from projects new
Gold Plan – Everything for a growing business
All of Pro and Business Silver plus:
Team Analytics – Pipeline, forecast, engagement, leads
- Activity Analytics help you understand where your team are spending their time.
- Team Leaderboard helps you know which team members are pulling their weight.
- Pipeline Engagement gives you an objective view of your pipeline and identifies the deals that are truly on track.
- Forecast Analytics shows how your forecast is changing over time and what’s flowing in the right direction.
- Lead Analytics highlight leads that are advancing and those that are going stale.
Smart Custom Fields – With business anniversary tracking new
- Use your custom fields in email content new
- Automatic reminders on business anniversaries (e.g. for policy renewal). new
- Create templates for quick follow-up on business anniversaries. new
Business App Integrations – MailChimp, Salesforce, and more new
- Direct integrations with MailChimp (beta) and more coming soon new
- Sidebar integrations with Salesforce, Dynamics, Hubspot, and more
Track Partners – Partner with others on deals new
- Track partners that are involved with multiple deals separate from customers. new
- Invite external partners to share information on a deal-by-deal basis.
Enhanced Control – Higher limits, more control new
- Balance your team’s workload using drag-and-drop reassignment.
- Customize what team members are able to see and change. new
- Create and use up to 20 custom segments, 50 custom fields, 500 custom templates. new
Also new in Business Gold:
- Allow quick notes to be sent to @everyone on your team new
- Flag a template as not sendable (e.g. if it contains instructions only) new
Platinum Plan – The choice of pros and top businesses
All of Pro, Business Silver and Business Gold plus:
Sub-Team Hierarchies – Structure by territory, region, or role new
- Organize your team by territory, region, or role hierarchy. new
- Control who can see what by where they are in the hierarchy. new
- Allow senior managers to see and control everything below them. new
- Roll up Team Analytics at any level. new
- Selectively control visibility to fields and values. new
Matching Engine – Matches Listings, Jobs, Campaigns etc. to customers new
- Find customers that match criteria forListings, Jobs, Campaigns etc. new
- FindListings, Jobs, Campaigns etc. that match criteria for customers new
- Turn Listings, Jobs, Campaigns etc. summaries into emails automatically new
- Create mail-merge emails containing Listings, Jobs, Campaigns etc. to send to matching customers new
Smart Templates – Beyond custom templates (included in all plans), smart templates support conditional content and smart fields
- Use your custom fields in email content new
- Create templates that work in multiple languages new
- Include different text based on recipient country new
- Use recipient’s date and number formatting for values new
- Create templates that adjust based on related deals or recipients new
Lead Capture – Automatically create leads from emails new
- Turns leads received by emails into contacts automatically. new
- Notifies you of the arrival of a new lead new
- Enhance contacts with information from the lead email new
User Archiving – Preserve historical business activity new
- Preserve business activity history when users leave your team or disconnect their accounts. new
- Protect against malicious removal of business activity history. new
- Retain business activity of guests involved in specific deals. new
- Easily manage which history to retain and which you no longer need. new
- See all shared activity for any team member in one view new
- Available with team billing. Extra charges may apply. new
Enterprise Controls – Fine grained control and compliance new
- Multiple customizable roles for team members rights. new
- Manage team member accounts (lock, unlock, delete, etc.). new
- Enforce security policies such as 2-step authentication. new
- Protect your data by controlling who can export what data. new
- Control who can customize business configuration and compliance settings. new
- Lock down sharing and privacy settings. new
- Specify which users are required to pay for their own Cloze subscription and which the team pays for new
- Create and use up to 100 custom segments, 250 custom fields, 2500 custom templates new
