What's New and Coming Soon to Cloze

Check here for what's new and coming soon to Cloze.

July 2020

★  Replay: What's New in Cloze (FH 2020)

★ Webinar Series

Real Estate Industry Focused

  • Getting Started with Cloze for Real Estate [➜ Register Here]
  • Increasing Referrals and Repeat Clients with Cloze [➜ Register Here]
  • Never Let a Lead Slip Through the Cracks with Cloze [➜ Register Here]
  • Managing Real Estate Transactions in Cloze [➜ Register Here]

New:

In Beta:

  • Automatically track text messages and calls on an iPhone [Beta continued]* - The Cloze Call and Text Sync App for iOS runs on your computer and acts as a conduit between your iPhone and Cloze to automatically log your calls and text messages. Read our installation guide for MacOS or Windows to get started. The app automatically logs:
    • iPhone messages (SMS and iMessages)
    • WhatsApp messages and calls
    • Phone calls made with your iPhone (carrier, VOIP, FaceTime, WhatsApp and more)
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 

Coming Soon:

*Email us at support@cloze.com and we'll enable these beta features.

June 2020

 Webinar Series

Real Estate Industry Focused

  • Getting Started with Cloze for Real Estate [➜ Register Here]
  • Increasing Referrals and Repeat Clients with Cloze [➜ Register Here]
  • Never Let a Lead Slip Through the Cracks with Cloze [➜ Register Here]
  • Managing Real Estate Transactions in Cloze [➜ Register Here]

New:

  • More frequent keep-in-touch schedule - New one and two day KIT schedule settings.
  • Create a new tag name from the bulk change menu - You can now create a new tag from the bulk change menu when selecting contacts in the People section.  
  • Analytics - Lead Qualification Analytics now breaks out people and companies as separate reports. 
  • Select 500 contacts at once - Improved ability to select many contacts at once. Tap on the check mark in the bulk action menu to select up to 500 contacts at once.
  • New "Skip" search - If you do a bulk action (like send a Mail Merge) on the first 500 people, you can enter a search term "skip 500" to remove those from the results and show the next 500 results (it works for any number: skip 2, skip 1500, etc.)

In Beta:

  • Automatically track text messages and calls on an iPhone [Beta continued]* - The Cloze Call and Text Sync App for iOS runs on your computer and acts as a conduit between your iPhone and Cloze to automatically log your calls and text messages. Read our installation guide for MacOS or Windows to get started. The app automatically logs:
    • iPhone messages (SMS and iMessages)
    • WhatsApp messages and calls
    • Phone calls made with your iPhone (carrier, VOIP, FaceTime, WhatsApp and more)
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 

May 2020

 Webinar Series

Real Estate Industry Focused

  • Getting Started with Cloze for Real Estate [➜ Register Here]
  • Increasing Referrals and Repeat Clients with Cloze [➜ Register Here]
  • Never Let a Lead Slip Through the Cracks with Cloze [➜ Register Here]
  • Managing Real Estate Transactions in Cloze [➜ Register Here]

New:

  • Display options - New light "mono" mode. This mode uses blue as its primary color.
  • Redact Shared Timelines - When enabled this new role permission hides the subject and body of shared timeline communication.

In Beta:

  • Automatically track text messages on an iPhone [NEW]* - The new Call and Text Sync app for Mac and PC automatically syncs text messages to Cloze for iPhone users. Please contact support@cloze.com for early access.
    This new Cloze feature automatically logs:
    • iMessage messages
    • WhatsApp messages and calls
    • Phone calls made with your iPhone 
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

April 2020

 Webinar Series

Real Estate Industry Focused

  • Getting Started with Cloze for Real Estate [➜ Register Here]
  • Increasing Referrals and Repeat Clients with Cloze [➜ Register Here]
  • Never Let a Lead Slip Through the Cracks with Cloze [➜ Register Here]
  • Managing Real Estate Transactions in Cloze [➜ Register Here]

New:

In Beta:

March 2020

Blog Post: New sorting options, log postal mail, dotloop beta, mandatory fields and more

 Webinar Series

Real Estate Industry Focused

  • Getting Started with Cloze for Real Estate [Register Here]
  • Increasing Referrals and Repeat Clients with Cloze [Register Here]
  • Never Let a Lead Slip Through the Cracks with Cloze [Register Here]

New:

  • Personalize each Mail Merge message before sending - While sending a Mail Merge email tap on the Review button and then select each person you wish to customize. You can edit the email message for each person included in the Mail Merge email.
  • New Sorting Option - Sort People or Companies by "What's New and Untouched" - Quickly find newly created contacts with whom you have not talked with yet.
  • Log a Postal Mailing - You can log a postal mailing for one or many of your contacts. When you use this option, a timeline event will be created.
  • Set Preferred Address - You can select the preferred addresses for work or personal and overall preferred for email, phone and postal addresses. The preferred address is used for Mail Merges and when syncing to other systems like MailChimp, ActivePipe and Rezora. 
  • Anniversary Field Reminders - New two-month and three-month reminder options.
  • Mandatory Custom Fields - Cloze can now prompt you to enter information with mandatory fields.

In Beta:

February 2020

Blog Post: Focused People, MLS Listings feeds, and more

 Webinar Series

New:

In Beta:

January 2020

 Webinar Series

New:

  • Rezora enhancements - Import Rezora contacts into Cloze. 
  • Custom Range Fields - Range-based custom fields.
  • Stricter Sub Team Sharing Permission - New permission that prevents sharing of Stage, Segment, or Tag information across Sub Teams.  

In Beta:

  • Focused People- New option to filter out types of contacts you don't wish to see. Include or exclude based on Stage, Segment and Tag. 
  • Redesigned Relationship Section* - Improved integration of Stage color scheme. 
  • New Sorting Options* - Sort by "What's Past Due" in the People, Company or Project/Deal/Job/Property sections. 
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

*Email us at support@cloze.com and we'll enable these beta features.

December 2019

 Webinar Series

New:

  • Keywords are now called Tags! - We changed the name to better match with terminology used by other apps and services. We also added a faster way to add Tags directly from the profile screen
  • Rezora enhancements - New option to create Rezora Distribution Lists based on Cloze Stages, Segments and Tags. 
  • Create new Sale/Project/Listing enhancements - Select any custom Segment when creating a new Sale/Project/Listing.
  • Team Member filter - Filter your Team Member view by any custom Role. 
  • Sub Team name labels - Sub Team names are now more clearly displayed. 

In Beta:

  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

November 2019

 Webinar Series

New:

  • Household field - New option to store the household name in person's profile for use with mailing labels. Cloze will use the household name when generating mailing labels and remove duplicates at the same address. 

In Beta:

  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

Coming Soon:

  • Connector for Google Data Studio
  • DocuSign integration
  • DotLoop integration

*Email us at support@cloze.com and we'll enable these beta features.

 

October 2019

 Webinar Series

New:

In Beta:

  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

*Email us at support@cloze.com and we'll enable these beta features.

September 2019

 Webinar Series

New:

  • Reference Custom Fields - Link people, companies, and deals/projects/properties to each other. For example you can link and track referrals or spouses and children. 
  • Import Contacts with Postal Addresses only - you can now import contacts via a CSV or Excel file with only a postal address. 
  • ActivePipe - Sync contacts from Cloze to ActivePipe.
  • Spacio - Sync open house leads from Spacio to Cloze and track showings in the timeline activity feed. 

In Beta:

  • Rezora - sync contacts from Cloze to Rezora.
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

*Email us at support@cloze.com and we'll enable these beta features.

August 2019

 Webinar Series

New:

In Beta:

  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

Coming Soon:

  • ActivePipe integration
  • Rezora integration
  • Spacio integration 

*Email us at support@cloze.com and we'll enable these beta features.

July 2019

 Webinar Series

In Beta:

  • iOS App - [beta completed]
  • Android App - [beta completed]
  • Dark Mode - [All plans]* - New option to display Cloze with a dark backgrounds. To enable go to More > Settings > Display and Layout.
  • New Cloze Agenda design [All plans]* - Agenda items are organized into types and move dynamically throughout the day. 
    • Entries are grouped by type not by date
    • Most recent items are always at the top
    • Week in Review items are now integrated into the Agenda
    • Every past item (e.g. from the Review) can be swiped away so you can get to "Agenda Zero"
    • Meeting invites and your most recent unread focused mail are there too, so you can stay on the agenda full-time
  • New Cloze Inbox design [All plans]* - The new design features a more compact layout and other refinements. 
  • New exporting options 
    • Export Analytics - [All plans]* You can now export the summary tables found in the Analytics reports. 
    • Export from the People, Company and Deal sections [All plans]* - We've brought exporting directly to the People, Companies, Deals, Projects, Jobs or Listings section -- so you don't need to go to Settings. You can use any of our existing search or filtering criteria to define your export. 
    • Avery Label template export [All plans]* - You can now export directly to an Avery label template. Simply search or filter the People or Company view, select your contacts and then export directly to a PDF template formatted for Avery labels. 
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp. Enhancements in the works:
    • Syncing all Custom Fields to MailChimp
    • Syncing Team contacts to MailChimp for central administration

Coming Soon:

  • ActivePipe integration
  • Spacio integration 

*Email us at support@cloze.com and we'll enable these beta features.

June 2019

 Webinar Series

New:

  • New Mobile Apps:
  • Percentage Custom Fields [All premium plans]: Set a decimal number Custom Field to display as Percentage.
  • Derived range Custom Fields [Platinum Plan]: Cloze can automatically set a field from a range of pick list values based on the value set in another field. 
  • Custom Activity Measures [Platinum Plan]: Set activity measures to track progress for you, your team, and Deals, Projects, Jobs, Properties etc. 
  • SSO / SAML support [Platinum Plan]
  • Mail Merge reporting - new reports to track your mail merge emails. Easily follow-up based on people who opened, didn't open, replied or didn't reply, clicked or didn't click. 
  • Template reporting - measure the performance of your templates.
  • Import Contactually export CSVs in a single step
    • Cloze will automatically map default Contactually Buckets to the equivalent in Cloze.  
    • Buckets: All buckets will also automatically be set with an equivalent keyword in Cloze.
    • Tags: Contactually Tags will map automatically to Cloze Keywords.
  • Better stability when WiFi or cellular signal is spotty 

In Beta:

  • iOS App - [completed]
  • Android App - [completed]
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp. Enhancements in the works:
    • Syncing all Custom Fields to MailChimp
    • Syncing Team contacts to MailChimp for central administration

May 2019

 Webinar Series

New:

  • More Admin Controls [Platinum Plan]: Separately control visibility of people, companies and projects for teams.
  • Computed Custom Fields [All premium plans]: For example you can now create fields that calculate a commission rate or the age of a person. More details are available here
  • New sorting option [All premium plans]: Sort by "When They Went Quiet" so you know when they last contacted you (not just when you contacted them). 
  • Automatically set lead source via Lead Capture [Platinum Plan]:  You can now set the Lead Source and Segment for each Lead Capture source. 

In Beta:

  • Cloze iOS App - please reach out to support@cloze.com for an invite. 
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp. Enhancements in the works:
    • Syncing all Custom Fields to MailChimp
    • Syncing Team contacts to MailChimp for central administration

April 2019

New:

  • Smart Suggestions:
    • Toggle off contact update suggestions for coworkers
    • Toggle off keep-in-touch suggestions for coworkers
  • New export option - Export in Excel
  • New email composer formatting options
  • Updated Team Leaderboard - New period over time period values and percentage increase or decrease based on the time scale you select
  • Deal/Project Activity Summary - Trailing 13 week summary of emails, calls, meetings, drop-ins/viewings. 
  • Zapier is out of beta

In Beta:

  • Cloze API [Beta continued]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

March 2019

New Android Apps:

  • New Android App for phone and tablet (version 2019.1.467) Download the latest version from the Play Store.
  • New Android Cloze Call and Text Sync app (version 2019.1.2.468) - Download the latest version from the Play Store.
    • The new app gathers the information in the background in real-time (no need to be in the app or wait to sync)
    • We now do cross-device screen pops (i.e. you get a call on your Android and you get a popup on your desktop to show the profile of the person calling)

In Beta:

  • Cloze API [Beta continued]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

February 2019

New Mobile Apps

In Beta:

  • Cloze API [Beta continued]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

*Email us at support@cloze.com and we'll enable these beta features.

January 2019

Blog Post: New Platinum, Gold and Silver Plans!

We are very excited to announce three new Cloze Business plans with a whole host of new features. And a big thank you to all that participated in our beta program over the last several months and helped shape these new features.

New Mobile Apps

New in Cloze Pro:

New in Cloze Business Silver:

New in Cloze Business Gold:

New in Cloze Business Platinum:

Sub-Team Hierarchies - Structure by territory, region, or role

  • Organize your team by territory, region, or role hierarchy. 
  • Control who can see what by where they are in the hierarchy.
  • Allow senior managers to see and control everything below them.
  • Roll up Team Analytics at any level.
  • Selectively control visibility to fields and values.
Matching Engine - Matches Listings, Jobs, Campaigns etc. to customers
Smart Templates - Conditional content and smart fields
  • Use your custom fields in email content
  • Create templates that work in multiple languages
  • Include different text based on recipient country
  • Use recipient's date and number formatting for values
  • Create templates that adjust based on related deals or recipients
Lead Capture - Automatically create leads from emails
  • Turns leads received by emails into contacts automatically.
  • Notifies you of the arrival of a new lead =
  • Enhance contacts with information from the lead email
User Archiving - Preserve historical business activity
  • Preserve business activity history when users leave your team or disconnect their accounts.
  • Protect against malicious removal of business activity history.
  • Retain business activity of guests involved in specific deals.
  • Easily manage which history to retain and which you no longer need.
  • See all shared activity for any team member in one view 
  • Available with team billing. Extra charges may apply. 
Enterprise Controls - Fine grained control and compliance 

In Beta for all plans:

  • Cloze API [Beta]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
  • Cloze Outlook Add-in [beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

December 2018 

  • Beta access to Cloze mobile apps and web app:
    • iOS App for iPhone and iPad - Email us at support@cloze.com and we’ll send you an invite to try all of the new features on your iPhone and iPad.* 
    • Android App for phone and tablet - Email us at support@cloze.com and we’ll send you an invite to try all of the new features on your Android phone and tablet.* 
    • Web app - Email us at support@cloze.com and we’ll send you a special link to access this through your web browser.*
  • In Beta for all plans:
    • Cloze API [Beta]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of
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