Common questions and support documentation

Using Cloze

Getting Started

This is a great place to start when you are first setting up your Cloze account.

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Help and Training

Get assistance from our team and register for a training class.

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What's New

Learn what's new and coming soon. Get early access to beta features.

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Privacy and Data Protection

A clear, open and transparent Privacy Policy. Tools to help comply with regulations.

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Agenda

One place to see your of reminders, meetings, follow-ups, to dos, and more.

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People and Companies

One place to go for all your contacts, their details, and activity with you.

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Email

Focused Inbox, reminders, scheduling, open tracking, templates, Mail Merge.

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Deals, Projects, Properties

Keep track of activities, notes, and follow-ups in one place.

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Analytics and Reporting

Engagement analytics for activity, leads, pipeline, and email.

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Working as a Team

Work with your colleagues on Cloze. Share contacts, activity, assign responsibility.

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Notes and Logging Activity

Use built-in notes, Evernote and OneNote for note taking.

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Gestures and Shortcuts

Swiping gestures and keyboard shortcuts to speed through common activities.

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Agenda Features

Quick actions, smart suggestions, reminder types, customizing the view.

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Assigning Responsibility

Assign leads, to dos, Next Steps, and contacts.

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Birthdays and Anniversaries

Get reminded each year with recurring anniversary reminders.

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Bulk Changes

Quickly apply changes like Stages, Segments, and Tags to many people at once.

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Cloze Score

Details behind the Cloze Relationship Score.

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Companies

One view of all the people you know at single organization.

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Compliance

Respond to compliance requests and use Smart Links to manage consent.

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Contacts

The ins and outs everything related to contacts.

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Email Features

Focused Inbox, reminders, scheduling, AI to catch what you might have missed.

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Email Open Tracking

Know exactly when someone opens your message or clicks on a link.

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Email Templates

Never copy and paste the same message over and over again.

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Exporting

Selectively export people and companies. Create address labels.

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Help

Get help when you need it. Our team is available seven days a week.

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Keep in Touch Reminders

Automatic reminders to help you stay in touch with the people that matter most.

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Mail Merge

Send a personalized email to multiple people at once.

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Matching Engine

Match clients to deals, properties and jobs automatically.

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Meetings

Quickly confirm, add notes, and follow-up on your calendar meetings.

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Next Steps

Keep track of what you've done and what you need to get done next.

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Organizing Contacts

Organize your contacts with Stages, Segments, Next Steps and Tags.

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Projects, Deals and Deliverables

Keep track of activities, notes, and follow-ups in one place.

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Quick Start Guides

Get up to speed quickly on variety of features and subjects.

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Reminders

Save something for later and automatic AI-based reminders to catch what you might have missed.

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Search, Filter and Sort

Many useful ways to search, filter and sort for your people, companies and deals.

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Segments

Track who the person is to you. For example, clients, customers, partners, buyers, sellers.

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Sharing

Share contacts and timeline activity with your colleagues.

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Smart Suggestions

Artificial intelligence personal assistant to help remember what you don't.

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Social Media

Twitter, Facebook pages and LinkedIn company pages.

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Stages

From lead to close, track where they are on the client journey with you.

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Tags

Organize contacts across common traits and group beyond the client journey with tags.

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To Dos

Set a reminder to complete a task on people, companies, deals or projects.

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Videos and Recordings

Watch videos and webinar recordings.

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Webinars

Weekly web training classes to help you get the most out of Cloze.

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Cloze Setup

Settings

Enable two-factor security, manage billing, change password and delegate access.

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Accounts and Services

Connect other apps and services.

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App Settings

Adjust mail, display and layout, notifications and matching settings.

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Assistant

Set your work week and locale. Refine settings for Smart Suggestions.

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Customizations

Add and edit Segments, Next Steps and Custom Fields. Adjust keep in touch settings.

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Importing and Exporting

Import and export contacts, companies, projects, deals.

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Accounting and Compliance

Enable GDPR compliance settings, set currency, set fiscal year.

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Apps and Extensions

Chrome extension, Outlook Add-on, Cloze Call and Text Sync App for iOS.

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Calling, Notes and Maps

Adjust settings for dialing, opening notes app and maps apps.

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Connected Accounts

Connect email, phone, calendar, messages, business and productivity apps.

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Contact Sync

Sync iPhone and Android with Cloze.

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Custom Fields

Add Custom Fields to store custom information related to your business.

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Deals, Projects, Properties

Customize Segment labels, Next Steps and other settings.

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Display and Layout

Adjust the display and layout to match your preferences.

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Exporting

Export people, companies, projects, deals, customizations and team members.

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Free Trial and Billing

Plan, billing and payment questions.

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Importing

Import people, companies, projects, deals, and customizations.

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Keep In Touch Settings

Set your automatic reminder schedule for each Stage and Segment combination.

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Mail Settings

Adjust default mail settings. Add and update email signatures and greetings.

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My Account

Change your password, enable two-step authentication, delegate access.

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My Team

Create a Cloze Team and team settings.

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Next Steps

Create repeatable checklists you write once and use over and over.

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Notifications

Fine tune the types of notifications you receive.

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People and Companies

Customize Segment labels, Keep in Touch schedules, Next Steps and other settings.

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Prebuilt Customizations

Select an industry-based setup to refine and make your own. Rollback previous setups.

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Segments

Add and adjust relationship types. For example: clients, partners, buyers, sellers.

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Smart Suggestions

Adjust settings for AI-based, personal assistant features.

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Work Week and Locale

Set when you work. Set your default country, number and date formatting.

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Integrations

Connect Email

Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services.

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Connect Phone and Texts

Add AT&T, Verzion, T-Mobile, Sprint, WhatsApp, RingCentral, Android and iOS.

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Connect Calendar

Add Google, Exchange, Office 365, iCloud and other calendars.

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Connect Productivity Apps

Add Dropbox, Evernote, Slack, Google Drive, OneNote, OneDrive and more.

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Connect Business Apps

Add MailChimp, ActivePipe, Rezora, Spacio and more.

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Connect Social Media

Add Facebook, LinkedIn and Twitter.

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ActivePipe

Connect ActivePipe to Cloze.

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Android

Connect your Android Phone to Cloze for automatically call and text tracking.

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API

Integrate with Cloze using our APIs.

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Call and Text Sync App

Automatically track iPhone calls and text messages.

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Contact Syncing with CardDAV

Sync contacts from Cloze back to your devices.

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dotloop

Connect dotloop to Cloze.

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Dropbox

Cloze Dropbox to Cloze.

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Email

Connect Gmail, Office 365, Exchange, iCloud, IMAP and 100s of others.

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Evernote

Connect Evernote to Cloze.

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Google

Connect Gmail, Google Calendar, Google Contacts, Google Drive, Google Tasks.

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Google Drive

Connect Google Drive to Cloze.

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iCloud

Connect iCloud Mail and iCloud Calendar.

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iOS

Install the Cloze Call and Text Sync App for iOS on your PC or Mac.

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Mailchimp

Connect MailChimp to Cloze.

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Microsoft 365

Connect Outlook Email, Outlook Calendar, Outlook Contacts, OneDrive and OneNote.

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Microsoft Exchange

Connect Exchange Email, Exchange Calendar, and Exchange Contacts.

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Microsoft OneDrive

Connect OneDrive to Cloze.

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Microsoft OneNote

Connect OneNote to Cloze.

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Phone and Texts

Connect AT&T, Verzion, T-Mobile, Sprint, WhatsApp, RingCentral, Android and iOS.

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Rezora

Connect Rezora to Cloze.

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RingCentral

Connect RingCentral to Cloze.

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Slack

Connect Slack to Cloze.

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Spacio

Connect Spacio to Cloze to track open house leads.

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Zapier

Integrate thousands of other apps without writing a single line of code.

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Managing a Team

Getting Started with a Team

Create your team, manage settings and invite your colleagues.

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Team Settings

Manage team wide settings, customizations, roles and permissions.

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Team Members

Invite team members, manage role assignements, adjust sub team membership.

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Roles

Manage role permissions and create custom roles.

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Team Analytics

View team analytics, leaderboards and reporting.

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Sub Teams

Structure and set access controls by territory, region, or role.

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