This is a great place to start when you are first setting up your Cloze account.
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Get assistance from our team and register for a training class.
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Learn what's new and coming soon. Get early access to beta features.
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A clear, open and transparent Privacy Policy. Tools to help comply with regulations.
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One place to see your of reminders, meetings, follow-ups, to dos, and more.
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Powerful AI for relationship management, lead programs, content creation, and more.
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One place to go for all your contacts, their details, and activity with you.
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Focused Inbox, reminders, scheduling, open tracking, templates, Mail Merge.
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Track activities, notes, and follow-ups in one place.
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Work with your colleagues on Cloze. Share contacts, activity, assign responsibility.
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Use built-in notes, Evernote and OneNote for note taking.
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Swiping gestures and keyboard shortcuts to speed through common activities.
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Create and manage your email, call, and text templates.
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Create beautiful, image rich email designs with pixel-perfect layouts.
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Automate lead management, nurturing, and much more.
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Examples to try in your Cloze account.
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Quick actions, smart suggestions, reminder types, customizing the view.
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Engagement analytics for activity, leads, pipeline, and email.
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Assign leads, to dos, Next Steps, and contacts.
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Get reminded each year with recurring anniversary reminders.
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Quickly apply changes like Stages, Segments, and Tags to many people at once.
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Details behind the Cloze Relationship Score.
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One view of all the people you know at single organization.
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Respond to compliance requests and use Smart Links to manage consent.
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The ins and outs everything related to contacts.
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Focused Inbox, reminders, scheduling, AI to catch what you might have missed.
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Know exactly when someone opens your message or clicks on a link.
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Never copy and paste the same message over and over again.
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Selectively export people and companies. Create address labels.
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Get help when you need it. Our team is available seven days a week.
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Automatic reminders to help you stay in touch with the people that matter most.
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Send a personalized email to multiple people at once.
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Match clients to deals, properties and jobs automatically.
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Quickly confirm, add notes, and follow-up on your calendar meetings.
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Keep track of what you've done and what you need to get done next.
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Organize your contacts with Stages, Segments, Next Steps and Tags.
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Track activities, notes, and follow-ups in one place.
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Get up to speed quickly on variety of features and subjects.
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Save something for later and automatic AI-based reminders to catch what you might have missed.
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Many useful ways to search, filter and sort for your people, companies and deals.
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Track who the person is to you. For example, clients, customers, partners, buyers, sellers.
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Share contacts and timeline activity with your colleagues.
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Artificial intelligence personal assistant to help remember what you don't.
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From lead to close, track where they are on the client journey with you.
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Organize contacts across common traits and group beyond the client journey with tags.
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Set a reminder to complete a task on people, companies, deals or projects.
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Watch videos and webinar recordings.
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Weekly web training classes to help you get the most out of Cloze.
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Enable two-factor security, manage billing, change password and delegate access.
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Connect other apps and services.
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Adjust mail, display and layout, notifications and matching settings.
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Set your work week and locale. Refine settings for Smart Suggestions.
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Add and edit Segments, Next Steps and Custom Fields. Adjust keep in touch settings.
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Import and export contacts, companies, projects, deals.
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Enable GDPR compliance settings, set currency, set fiscal year.
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Chrome extension and Outlook Add-on
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Adjust settings for dialing, opening notes app and maps apps.
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Connect email, phone, calendar, messages, business and productivity apps.
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Sync iPhone and Android with Cloze.
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Add Custom Fields to store custom information related to your business.
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Customize Segment labels, Next Steps and other settings.
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Adjust the display and layout to match your preferences.
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Export people, companies, projects, deals, customizations and team members.
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Plan, billing and payment questions.
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Import people, companies, projects, deals, and customizations.
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Set your automatic reminder schedule for each Stage and Segment combination.
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Adjust default mail settings. Add and update email signatures and greetings.
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Change your password, enable two-step authentication, delegate access.
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Create a Cloze Team and team settings.
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Create repeatable checklists you write once and use over and over.
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Fine tune the types of notifications you receive.
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Customize Segment labels, Keep in Touch schedules, Next Steps and other settings.
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Select an industry-based setup to refine and make your own. Rollback previous setups.
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Add and adjust relationship types. For example: clients, partners, buyers, sellers.
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Adjust settings for AI-based, personal assistant features.
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Set when you work. Set your default country, number and date formatting.
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Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services.
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Automatically track iPhone and Android calls and texts on any carrier worldwide.
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Add Google, Exchange, Office 365, iCloud and other calendars.
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Add Dropbox, Calendly, Evernote, Slack, Google Drive, OneNote, OneDrive and more.
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Add MailChimp, Slack, DocuSign, DialPad, RingCentral, BombBomb, and more.
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Add Zillow, ActivePipe, SkySlope, Dotloop, Spacio, HomeSpotter, Cloud CMA, and more.
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Connect ActivePipe to Cloze.
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Automatically track your Android calls and texts on any carrier worldwide with Cloze.
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Integrate with Cloze using our APIs.
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Connect Calendly to Cloze.
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Connect Canva to Cloze to create marketing materials from your listings.
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Automatically track calls and text messages.
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Sync contacts from Cloze back to your devices.
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Connect Dialpad to Cloze.
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Connect dotloop to Cloze.
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Cloze Dropbox to Cloze.
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Connect Gmail, Office 365, Exchange, iCloud, IMAP and 100s of others.
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Connect Evernote to Cloze.
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Connect Gmail, Google Calendar, Google Contacts, Google Drive, Google Tasks.
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Connect Google Drive to Cloze.
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Connect iCloud Mail and iCloud Calendar.
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Automatically track your iPhone calls and texts on any carrier worldwide with Cloze.
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Automatically sync Cloze contacts with the #lolo tag to LoLo Gifts
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Connect MailChimp to Cloze.
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Connect Outlook Email, Outlook Calendar, Outlook Contacts, OneDrive and OneNote.
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Connect Exchange Email, Exchange Calendar, and Exchange Contacts.
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Connect OneDrive to Cloze.
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Connect OneNote to Cloze.
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Connect any carrier worldwide to Cloze.
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Connect Rezora to Cloze.
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Connect RingCentral to Cloze.
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Connect Slack to Cloze.
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Connect Spacio to Cloze to track open house leads.
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Connect Xpressdocs to Cloze
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Integrate thousands of other apps without writing a single line of code.
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Connect Zillow to Cloze.
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Create your team, manage settings and invite your colleagues.
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Manage team wide settings, customizations, roles and permissions.
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Invite team members, manage role assignements, adjust sub team membership.
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Manage role permissions and create custom roles.
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View team analytics, leaderboards and reporting.
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Structure and set access controls by territory, region, or role.
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