Cloze: A Game-Changer for Marketing Professionals' Client Relationships

What is Cloze?

At Growth Unpacked, we’ve spent years testing CRM (Customer Relationship Management) tools that promise to revolutionize your workflow, only to find they require hours of manual data entry. Cloze is a breath of fresh air for marketing and sales professionals because it isn't just a database; it’s an AI-driven personal assistant. Essentially, Cloze acts as a "smart" relationship manager that automatically tracks every interaction—emails, phone calls, meetings, and social media messages—without you having to lift a finger.

Designed specifically for professionals whose success depends on long-term relationship nurturing rather than high-volume, transactional sales, Cloze is ideal for boutique agencies, consultants, and strategic marketers. It eliminates the "black hole" of forgotten follow-ups by analyzing your communication patterns to remind you when a lead is going cold. If you’ve ever felt overwhelmed by the sheer volume of "invisible" work required to keep a network warm, Cloze is designed to bring that structure back to your day. You can explore their full suite of features at https://www.cloze.com.

Key Features and Capabilities

→ 1. The "Automatic" Relationship History

One of the most frustrating parts of a standard CRM is manually logging every email or call. We love that Cloze automates this entirely. By connecting your email accounts (Gmail, Outlook, iCloud), calendar, and phone (via mobile app), Cloze builds a unified timeline for every contact. If a lead emails you three months after your last meeting, you don't have to go hunting through your inbox; Cloze presents the entire history, including attachments and past notes, in one view.

→ 2. AI-Powered "Keep In Touch" Reminders

Cloze uses an algorithmic "Relationship Score" to determine the health of your connections. It learns who is important to you based on the frequency and depth of your interactions. We’ve found the "Keep In Touch" dashboard particularly useful; it proactively suggests people you should reach out to because you haven't spoken in a while. For a marketer managing a list of high-value referral partners, this ensures no bridge is ever unintentionally burned.

→ 3. Smart Agenda and Meeting Preparation

The "Agenda" view is where we spend most of our mornings. It combines your calendar events with "contextual intelligence." If you have a Zoom call at 2:00 PM, Cloze doesn't just show the time; it shows you the person's recent tweets, the last email they sent you, and any open tasks related to them. This allows for a level of preparation that usually takes 15 minutes of research, condensed into a 30-second glance.

→ 4. Email Productivity and Templates

For marketing outreach, Cloze offers robust email features including open tracking and "send later" scheduling. However, the standout is the template system. You can create "Smart Templates" that use snippets to personalize messages quickly. Unlike generic mail merges, these feel personal because Cloze prompts you to fill in specific details based on the contact’s profile, maintaining that human touch we value so much in growth marketing.

→ 5. Lead Capture and Project Management

Cloze isn't just for contacts; it’s for "Projects" (or Deals). You can track leads through a custom pipeline, but with a twist: the pipeline is integrated with your communication. If a project is in the "Proposal" stage, Cloze will automatically flag it if the prospect hasn't replied to your last message within a set timeframe.

Getting Started

Setting up Cloze is surprisingly fast compared to enterprise-grade CRMs like Salesforce. Here is how we recommend getting started:

1. ├─Connect Your Accounts: First, visit https://www.cloze.com to create an account. Immediately link your primary professional email and calendar. This is the "magic" step—Cloze will begin backfilling your history, instantly creating profiles for everyone you’ve interacted with over the last year.
2. ├─Define Your Keywords: Go into settings and set up "Keywords" and "Tags." This helps Cloze categorize your contacts (e.g., #Influencer, #Client, #Vendor).
3. ├─Organize Your Stages: Customize your "Stages" (Lead, Potential, Active, Inactive) and "Segments" to match your specific marketing funnel.
4. ├─Install the Mobile App: Cloze is a mobile-first experience. Installing it on your phone allows it to log professional calls and SMS (on supported devices), ensuring your relationship timeline is truly complete.
5. ├─Set Your "Keep In Touch" Intervals: Tell Cloze how often you want to hear from different segments (e.g., "Check in with Past Clients every 90 days").

Real-World Use Cases

→ Scenario A: The Multi-Channel Outreach Campaign

Imagine you are running a co-marketing campaign with several partners. You are communicating via LinkedIn, email, and occasional phone calls. In a standard setup, this data is scattered. With Cloze, you can view the "Partner" segment and see exactly who has seen your latest update and who is lagging. If a partner mentions a detail on Twitter, Cloze pulls that into their profile, allowing you to reference it in your next email for a hyper-personalized touch.

→ Scenario B: Managing High-Value Client Retention

For agency owners, losing a "quiet" client is a common risk. We use Cloze to monitor the "health" of client relationships. If the frequency of communication drops below a certain threshold, Cloze moves that client to the top of our "Agenda" with a red notification. This proactive "Save" allows us to schedule a check-in call before the client even considers looking elsewhere.

→ Scenario C: Event Networking and Follow-up

After a marketing conference, you likely have a stack of business cards or a list of new LinkedIn connections. By tagging these individuals with a specific event tag in Cloze, you can set a "re-engagement" sequence. Cloze will remind you to follow up three days, two weeks, and one month later, ensuring those one-off meetings turn into actual business opportunities.

Pros and Cons

Advantages:

• ├─Zero Manual Entry: It is the closest thing to a "self-driving" CRM we have ever used. It pulls data from your existing tools automatically.
• ├─Contextual Intelligence: Having your email, calendar, and contact notes in one unified view saves a massive amount of cognitive load.
• ├─Relationship Scoring: The AI actually gets smarter over time, accurately identifying who your most important "Inner Circle" contacts are.
• ├─Beautiful Interface: The UI is clean, modern, and far less intimidating than traditional database-style CRMs.

Limitations:

• ├─Learning Curve for "Projects": While the contact management is intuitive, the Project/Deal tracking has a unique logic that takes a few days to master.
• ├─Mobile-Centric: Some power users might find the desktop version feels like a port of the mobile app, though it remains highly functional.
• ├─Price Point: It is higher priced than a basic contact manager, which might be a hurdle for freelancers just starting out.

How It Compares to Alternatives

When we look at the landscape, Cloze sits in a unique "middle ground." It is more powerful than Google Contacts or Apple Contacts, which are essentially just digital address books. Compared to HubSpot (hubspot.com), Cloze is much more focused on individual productivity and "relationship" management rather than complex marketing automation or large-scale team sales funnels.

If you are looking for a tool like Pipedrive (pipedrive.com), you'll find Pipedrive is better for visual sales pipelines, but Cloze wins on automated data logging. For professionals who find Salesforce too bloated and Monday.com too manual, Cloze offers a streamlined, "set it and forget it" alternative that prioritizes people over processes.

Pricing and Value

Cloze offers several tiers, typically starting with a "Pro" plan for individuals and scaling up to "Business" and "Platinum" for teams. While there is a free trial, the real value lies in the paid versions which unlock the AI-driven reminders and full email integration. At roughly $17-$25 per month (billed annually), we believe it provides immense value by saving at least 2-3 hours of administrative work per week—easily paying for itself in recovered billable time.

Final Verdict

We highly recommend Cloze for independent marketers, agency founders, and business development professionals who live and die by their network. If you hate manual data entry but need a foolproof way to stay on top of your relationships, Cloze is the best tool on the market. However, if you are a large enterprise looking for deep technical marketing automation (like complex drip sequences), you might pair Cloze with a specialized tool. Ready to automate your network? Head over to https://www.cloze.com and start your trial.