★ What's New and Coming Soon to Cloze ★ | Cloze, Inc.

★ What's New and Coming Soon to Cloze ★

Check here for what's new and coming soon to Cloze.

November 2018 

  • New iOS mobile app (version 2018.3.2)  -  Download the latest version from the App Store
  • New Zapier Triggers, support for Custom Fields and advanced filter options -  Our latest update adds three new Triggers combined with optional advanced filters. You can now create Zaps that trigger when a Person, Company, Project or Deal changes or is created. These can all be further filtered by other items like Stages, Next Steps and Custom Fields.
    This update also introduces support for your Cloze Custom Fields so any Zapier Action can populate your Custom Field values.
    Try these new Zapier Triggers here
  • Latitude and longitude support - We've added latitude and longitude to postal addresses for People, Companies, Projects and Deals. This is supported in CSV imports, CSV exports and via our API. 
  • Project/Deal/Sale Enhancements*:
    • Pictures on Projects and Deals - You can now edit a Project, Deal, Sale or Case and add a custom Picture. 
    • Postal addresses on Projects and Deals - We've added support for Postal addresses on Projects and Deals. Tap on edit to add a postal address.
    • Single tap to open the postal address on a map - After you have added a postal address to a Project or Deal you can now tap on the map icon to open Google or Apple maps. 
  • In Beta for all plans:
    • Cloze API [Beta]* - Direct acesss to Cloze's API is now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
    • Cloze Outlook Add-in [beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
    • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
    • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.
  • Gold Plan beta features (now in preview for all Cloze users):
  • Platinum Plan beta features*:
    • Sub Teams [Beta]*- Organize your Cloze team in a hierarchy (e.g. sales territories): 
      • Unlimited number of levels deep 
      • Control visibility into people, companies, and deals/projects based on the sub-team of users
      • Provides leads to sub-teams on a first-come-first-served basis
      • Roll up analytics at any level
      • Control custom fields by region (e.g. list of competitors)
    • Matching engine [Beta]* - Designed for a “broker” model where you need to match “products” to prospects (and vice-versa).
      • Real-Estate: Match properties to customers based on their features
      • Recruiting: Match positions to potential candidates based on their profile
      • Non-Profit: Match list of potential donors to a current campaign based on their expressed interests.

*Email us at support@cloze.com and we'll enable these beta features.

October 2018 

  • New Zapier Triggers, support for Custom Fields and advanced filter options -  Our latest update adds three new Triggers combined with optional advanced filters. You can now create Zaps that trigger when a Person, Company, Project or Deal changes or is created. These can all be further filtered by other items like Stages, Next Steps and Custom Fields.
    This update also introduces support for your Cloze Custom Fields so any Zapier Action can populate your Custom Field values.
    Try these new Zapier Triggers here

  • Google Contact syncing - sync Cloze contacts directly back to Google Contacts. Learn more.

  • In Beta for all plans:
    • Latitude and longitude support* - We've added latitude and longitude to postal addresses for People, Companies, Projects and Deals. This is supported in CSV imports, CSV exports and via our API. 
    • Project/Deal/Sale Enhancements*:
      • Pictures on Projects and Deals - You can now edit a Project, Deal, Sale or Case and add a custom Picture. 
      • Postal addresses on Projects and Deals - We've added support for Postal addresses on Projects and Deals. Tap on edit to add a postal address.
      • Single tap to open the postal address on a map - After you have added a postal address to a Project or Deal you can now tap on the map icon to open Google or Apple maps. 
    • Cloze API [Beta]* - Direct acesss to Cloze's API is now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
    • Cloze Outlook Add-in [beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
    • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
    • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

September 2018 

BlogNew inbox AI, smarter notes and expanded reminder options 

 *Email us at support@cloze.com and we'll enable these beta features.
  

August 2018 

 

July 2018 

 

June 2018 

May 2018 

GDPR Update: Cloze is now Privacy Shield certified.
Blog: The first email app with built-in support for GDPR 

  • More GDPR Compliance Features 
    • Smart Links - links that you can insert into emails and your Cloze email signature that allow a recipient to unsubscribe, update their communication preferences, grant you consent to contact them in the future or give them an option to withdraw this consent. 
    • Data Cleanup - this feature makes the "Right to be Forgotten" fast and easy
    • Export a CSV of contact information for a single person - to assist with right of access and rectification requests under the GDPR.
  • Calendar support for Zoho email - Cloze now supports Zoho calendars.
  • Faster iCloud Email syncing [Beta continued] - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.*
  • MailChimp [Beta continued] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Coming soon:
    • New iOS and Android mobile apps
    • Outlook Add-in so you can use Cloze along side of Outlook

 *Email us at support@cloze.com and we'll enable these beta features.

April 2018 

Blog: What Cloze is doing for the GDPR

*Email us at support@cloze.com and we'll enable these beta features.

 

March 2018 

*Email us at support@cloze.com and we'll enable these beta features.

February 2018 

  • Faster iCloud Email syncing [Beta] - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.*
     
  • MailChimp [Beta continued] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
     
  • New contact editor [Now available to all users] - We've redesigned the contact editor for people and companies. When you tap on edit the new design makes it faster to edit and add new information.
     
  • New contact information pane built in to the profile view [Now available to all users] - In the new design we've incorporated contact information directly into the profile page for faster access at a glance.*
     
  • New Custom Field options [Now available to all users] - Cloze now supports several new types of Custom Fields that you can use to tailor the profile for People, Companies, Projects and Deals. Learn more about these new Cloze Custom Fields here.
    • Text - Any type of text may be entered. A common example would be an account ID. 
    • Pick List (one) - Pick one field value from a list
    • Pick List (many) - Pick multiple field values from a list
    • Date - Set a date (no time) 
    • Round Number - Enter a number with no fraction (e.g. 1,000)
    • Decimal Number - Enter a number with fraction (e.g. 1,000.25)
    • Currency - Enter a currency value (e.g. $1,000)
  • Organize Custom Field into Custom Sections [Now available to all users] - Custom Fields can now be grouped into custom Sections. Learn more about Custom Sections here.
     
  • Set a Fiscal Year for Pipeline Analytics - you can now set your Fiscal Year for Pipeline Analytics

January 2018 

  • Beta access to Cloze mobile apps and web app:
    • iOS App for iPhone and iPad - Email us at support@cloze.com and we’ll send you an invite to try all of the new features on your iPhone and iPad.* 
    • Android App for phone and tablet - Email us at support@cloze.com and we’ll send you an invite to try all of the new features on your Android phone and tablet.* 
    • Web app - Email us at support@cloze.com and we’ll send you a special link to access this through your web browser.*
  • New contact editor [Now available to all users] - We've redesigned the contact editor for people and companies. When you tap on edit the new design makes it faster to edit and add new information.* 
  • New contact information view [Now available to all users] - In the new design we've incorporated contact information directly into the profile page for faster access at a glance.*
  • Contact Import and Export enhancements - Beyond our existing address import fields, you can now import directly to the location and country field on a contact profile. The location and country field is now also included in our exports too. 
  • MailChimp [Beta continued] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
*Email us at support@cloze.com and we'll enable these beta features.

December 2017 

*Email us at support@cloze.com and we'll enable these beta features.

November 2017 

October 2017 

September 2017

Blog:  Smart Notes, Automatic Android Call and SMS Logging and more

August 2017 

  • Beta access to the latest iOS version of Cloze - Email us at support@cloze.com and we’ll send you an invite to try all of the new features on your iPhone and iPad.* 
  • Beta access to the latest Android version of Cloze - This release includes the ability to log calls and SMS from your Android phone. Email us at support@cloze.com and we’ll send you an invite to try all of the new features on Android devices.* 
  • Beta access to the new team version - Email us at support@cloze.com and we’ll send you an invite to try the new functionality.
    A core theme of this Cloze Business beta is that you will now see a single view of timeline activity and contact information without the need to toggle between views (you won’t need to toggle between My People, Inner Circle or the team). If team activity is available through any sharing option, you’ll see it — without the need to change views. Contact information including the Relationship Section and Project Status section are also kept in better sync across the team. If something is not shared automatically — we’ll prompt you.*

    • Streamlined timeline view - When you view a person or company the timeline includes all interactions that have been shared with you from other members of your team either through a Project/Deal, assignment sharing or Inner Circle sharing. You no longer need to toggle between views.* If you would like to toggle your view to see only your interactions you can
    • Improved contact syncing and prompting - Cloze will automatically prompt you if there is new contact information available from your team or if you have information that you can share with your team. Contacts with a Business Segment are now automatically shared with your team. If you are assigned to a person, or part of Deal Team or Project Team that involves the person, contact changes are kept in sync automatically.* Learn more about contact syncing between team members
    • New Relationship section - We've added a new Stage called "Lost" to track your disqualified leads and renamed "Not Yet Qualified" to "Lead". You'll also more options to quickly take action around your relationships.* Learn more about the Relationship sections here
    • Enable my team members to take ownership of unassigned contacts - With this new option enabled members of your team are able to assign unassigned contacts to themselves (without a Manager or Admin assigning them). All assignments and re-assignments are now logged in the timeline view of the contact too.* Learn more.
    • Turn off Keep in Touch for a person or company - Once turned off, you will no longer receive automatic keep-in-touch reminders for this contact.* Learn more
    • Set a different a Keep in Touch schedule or turn off Keep in Touch reminders for contacts assigned to other team members - In some cases you may want to set a different frequency or may not want to stay in touch with contacts that have been assigned to other members of your team.* Learn More
    • Mark a person as private - you can now quickly mark a single person or group of people private.*
    • Directed Notes and To Dos - You can direct a note or assign a To Do to member of your team by entering the @ symbol and their first name for fast collaboration.* Learn More
    • Segments are now broken out into Business and Personal - You will now find Business and Personal Segments in Settings and in the Relationship section. Contacts set with a Personal Segment are always private. Contacts classified with a Business Segment are automatically shared with your team.* 
  • New Quick Notes - You can add Quick Notes to any Person, Company, Project or Deal. You enter the text using conversational language and Cloze will automatically detect the type of note or activity to log in the timeline.* Learn More
  • New keyboard shortcuts - Compose an email (e or m key), a to do (t key), or a note (n key) with a single keyboard action.* Learn more
  • CC other people on Mail Merge emails - You can now CC a person or group of people on all copies of your Mail Merge email.* Learn more.
  • iCloud Reminders are now available for all users [UPDATED] - See your iCloud Reminders on the Cloze Agenda. Learn More about iCloud Reminders.
*Email us at support@cloze.com and we'll enable these beta features.

July 2017

  • Beta access to iCloud Reminders [CONTINUED] - See your iCloud Reminders on the Cloze Agenda.* Learn More about iCloud Reminders.
  • Beta access to Smart Agenda Linking [UPDATED] - Cloze automatically links people mentioned in calendar meetings and to-dos (like iCloud Reminders). For example, an Exchange Calendar meeting named "Call Dana Varenos" will automatically link to Dana Varenos in Cloze without inviting her to the meeting.  Or you can say, "Hey Siri, remind me to call Dana Varenos at 2pm on Thursday" and Cloze will automatically link to Dana and remind you on the Agenda.* Now available for all Cloze Pro and Cloze Business users. Learn More about Smart Agenda Linking.

 

June 2017

  • "Push" Email for Office 365 email [UPDATED] - New email is actively transferred (pushed) as it arrives in Office 365 to the Cloze Inbox so you don't have to sync to see your new mail.* Now available for all Cloze Pro and Cloze Business users.
  • Beta access to iCloud Reminders [CONTINUED] - See your iCloud Reminders on the Cloze Agenda.* Learn More.
  • Beta access to Smart Agenda Linking [CONTINUED] - Cloze automatically links people mentioned in calendar meetings and to-dos (like iCloud Reminders). For example, an Exchange Calendar meeting named "Call Dana Varenos" will automatically link to Dana Varenos in Cloze without inviting her to the meeting.  Or you can say, "Hey Siri, remind me to call Dana Varenos at 2pm on Thursday" and Cloze will automatically link to Dana and remind you on the Agenda.*
  • Adjust the font size used in Cloze - You can now adjust the display text size for the Agenda, Inbox, People section and others in Cloze. Learn More. ** 
  • Set the default font for email - You can set the default font used for emails composed in Cloze. Learn More. **
**Available on cloze.com. Coming soon to our mobile apps.  

May 2017

  • Beta access to iCloud Reminders - See your iCloud Reminders on the Cloze Agenda.*
  • Beta access to Smart Agenda Linking - Cloze automatically links people mentioned in calendar meetings and to-dos (like iCloud Reminders). For example, an Exchange Calendar meeting named "Call Dana Varenos" will automatically link to Dana Varenos in Cloze without inviting her to the meeting.  Or you can say, "Hey Siri, remind me to call Dana Varenos at 2pm on Thursday" and Cloze will automatically link to Dana and remind you on the Agenda. 
  • "Push" Email for Gmail and G Suite [UPDATED] - New email is actively transferred (pushed) as it arrives in Gmail and G Suite to the Cloze Inbox so you don't have to sync to see your new mail. Now available for all Cloze Pro and Cloze Business users.

 

April 2017

Blog: Introducing Engagement Analytics

Updated mobile apps

Activity Analytics

  • Activity Analytics – See how you’ve been spending your time. Are you spending more time with CxOs or VPs? Leads or existing customers? Activity analytics can tell you.
    Learn more about Activity Analytics.
  • Team Leaderboard – Want to know which team members are pulling their weight? The Leaderboard shows a list of your team members on Cloze and ranks their activity by four categories: Sent Mail, Calls Made, Meetings, and Email Opens.
    Learn more about the Team Leaderboard. 

Pipeline Analytics

  • Pipeline Engagement – Looking for an objective view of your pipeline? Wondering where you can help your team? Engagement Analytics highlight the Deals and Projects that are truly on track with strong participation from the clients involved—and those that are fading and need attention.
    Learn more about Pipeline Engagement Analytics.
  • Forecast – Derived from your Potential Deals and Projects the forecast report shows your  cumulative value, timing and top deals. See how your forecast has changed over time and what’s flowing in the right direction. Learn more about Forecast Reporting.

Lead Analytics

  • Lead Engagement – Are some of your leads getting lost in the shuffle? Lead Analytics highlight leads that are advancing and those that are going stale. Reports show untouched Leads, Lead source, their age, last contact and Next Steps all in a single view.
    Learn more Lead Engagement Analytics.

Filter the timeline of your People, Companies, Projects and Deals

  • You can filter the timeline of interactions for a person, company, project or deal by email, calls, meetings and others items to narrow the view as needed.
    Learn more about filter your timelines.

Cloze Bot for RingCentral Glip

  • Have you ever posted on Glip something like “Has anyone talked with…[pick a name]?” With your team on Cloze and RingCentral Glip you don’t need to bug anyone – Simply ask Cloze Bot for Glip and you’ll know.
    Learn more about Cloze Bot for RingCentral Glip.

We’ve also made many refinements

Agenda

Email

Exporting

Miscellaneous

March 2017 

  • Beta access to the iOS and Android versions of Cloze - Email us at support@cloze.com and we’ll send you an invite to try all of the new 2017 features on your iPhone, iPad or Android devices. 
  • Faster Office 365 Email Sync Beta - Email us at support@cloze.com and we'll enable early access to our new faster inbox syncing for Office 365 Email accounts. 
  • Cloze Bot for RingCentral Glip - You can now use Cloze Bot on Glip too! Learn More
  • New "Skip" option for keep-in-touch reminders - Swipe to the left and select "Skip" to be reminded again when your next keep-in-touch reminder cycle comes due. Learn more.
  • Filter the timeline of a person - You can filter the Timeline of interactions for a person by Email, Calls, Meetings and others items to narrow the view as needed. Learn More.
  • Open Evernote or OneNote in a web browser instead of their app - When creating and opening existing Evernote and OneNote notes you can set if you wish to open the Evernote or OneNote app (iOS, Android, Mac or Windows) or now you can open Evernote or OneNote in a web browser instead.  Learn More - Evernote or OneNote.
  • Custom Email "From Names" - Each email account connected to Cloze can now have a unique "From Name" that is displayed to the recipient when they receive your message. Learn More
  • Email the top people at a company with a single click - Tap on the email icon in a company profile to send an email to the top people. Learn More.
  • Agenda keyboard shortcuts - we've added several new keyboard shortcuts for to help you navigate the Agenda on your desktop. Learn More.
  • Analytics and Reporting Beta - Email us at support@cloze.com and we'll enable early access. 

February 2017

January 2017 

December 2016 

Blog: Your inbox now has a brain. Introducing Smart Action Items and Deadlines and more

Updated Mobile Apps

Smart Suggestions

  • Smart Action Items – Cloze detects action items in email you send (e.g. “I’ll get back to you on Friday”) and adds them to your agenda automatically.
    Learn More.
  • Smart Deadlines – Cloze detects deadlines in email you receive too (e.g. “Please review and get your comments to me by Friday”) and adds them to your agenda automatically.
    Learn More.

New note-taking options

  • Built-in Notes – You can use Cloze’s built-in notes instead of OneNote and Evernote.
    Learn More.
  • Use Built-In notes with Evernote or OneNote too – Even if you use Evernote or OneNote for note-taking in Cloze you can edit a call and add a note using Cloze’s Built-In notes.
    Learn More.

Custom fields for People, Companies, Projects, and Deals

We’ve added Custom Fields to help your further classify your People, Companies, Projects and Deals. Custom Fields are also shared with your team members if you are using Cloze Business.

  • Custom Fields for Projects and Deals – Cloze includes default Custom Fields that you can enable like Type, Forecast and Lead Source—you can also add as many others as needed. When enabled, Custom Fields appear in the Project (or Deal) Status section.
    Learn More.
  • Custom Fields for People and Companies – Similarly Cloze also includes default Custom Fields that you can enable like Type, Role, Department and Lead Source for People and Companies—you can also add as many others as needed. When enabled, Custom Fields appear in the Relationship section.
    Learn More.

Accept meeting invites right from Cloze

  • Accept calendar invites  – You can accept a meeting invite without leaving Cloze.
    Learn More.

We’ve also made many refinements

Importing People and Projects

People and Companies

Projects/Deals

Email

September 2016 

Blog: Deep Content Search, Scheduled Email, Cloze Sidebar for CRM and more

Deep Search

You can now search for keywords and phrases in emails, attachments, notes, and docu