Knowledge base | Cloze, Inc.

How does Cloze help me keep in touch with my contacts?

With everything in one place, Cloze figures out who is important to you and automatically keeps them top of mind. Cloze will also remind you to reach out to a contact and refresh a fading relationship.

All keep in touch reminders appear on your Cloze Pro Agenda screen. 

Cloze has 3 types of keep in touch reminders:

  • Automatic. Cloze will automatically surface people you haven't talked to recently that might still be important to keep in touch with.
  • Recurring. Cloze reminds you have you haven't talked to a Customer or Prospect recently. Go to More → Settings → Keep In Touch to change how often you're reminded.
  • Planned. You can schedule a reminder for any contact right from their profile. Go to the To Do tab and choose Remind me to keep in touch.

 

 Go to More → Settings → Keep In Touch to adjust your settings


1.) Tap on More (...) in the lower right of your screen on iOS or Android and lower left on cloze.com.

 

2.) Tap on Settings

 

3.) Tap on Keep in Touch to expand the section and adjust your settings.