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.
Agenda
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.