Using Cloze

Getting Started

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

Help and Training

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

What's New

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

Privacy and Data Protection

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


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

People and Companies

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


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

Deals, Projects, Properties

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

Analytics and Reporting

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

Working as a Team

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

Notes and Logging Activity

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

Gestures and Shortcuts

Swiping gestures and keyboard shortcuts to speed through common activities.

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