What's New and Coming Soon to Cloze

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

August 2022

Blog / News: 

★ Webinar Series

Cloze offers live webinars Monday through Friday on a variety of topics. You will learn the ins and outs of Cloze with our product experts and we'll advise you on best practices across a multitude of topics.

New:

  • Lolo Gifts - With your LoLo Gifts account connected to Cloze, contacts with the tag #lolo automatically sync to the LoLo platform so that these contacts can receive the Local Gift of the Month. 

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.

June / July 2022

Blog / News: 

★ Webinar Series

Cloze offers live webinars Monday through Friday on a variety of topics. You will learn the ins and outs of Cloze with our product experts and we'll advise you on best practices across a multitude of topics.

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.

May 2022

Blog / News: 

★ Webinar Series

Cloze offers live webinars Monday through Friday on a variety of topics. You will learn the ins and outs of Cloze with our product experts and we'll advise you on best practices across a multitude of topics.

New:

  • Silence Email Open Notifications - You can silence notifications for email opens and link clicks by opening the notification on the Agenda, scrolling down to the Open Tracking section, and tapping on the icon.
  • The Segment menu in the Relationship section can now be reordered - Simply drag the Segment name to reorder the menu. 
  • Campaign Enhancements
    • Added the ability to create projects from a Campaign automation
    • Added Campaign ability to wait for the next day/week/month
    • Added "Out of office" automated campaigns to personalize responses by client
    • In the event of a major external event, there is now an option to globally pause all running campaigns. 
    • Add support for sequences to wait until after a specific time-of-day
    • Added the ability to set time-of-day for a campaign todo
    • Added the ability to branch based on exact time-of-day

In Beta:

  • BombBomb* [beta continued] - With your BombBomb account connected to Cloze, you can record and send video messages via email and text. 
  • Zenlist [beta continued] - Connect Zenlist to Cloze.
  • HomeSpotter Boost [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The HomeSpotter Boost integration enables you to create advertising campaigns directly from properties in Cloze.
  • Cloud CMA [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
  • SkySlope [beta continued] - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and optionally other contacts related to the transactions to Cloze (title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • Twilio [beta continued] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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.

April 2022

Blog / News: 

★ Webinar Series

Cloze offers live webinars Monday through Friday on a variety of topics. You will learn the ins and outs of Cloze with our product experts and we'll advise you on best practices across a multitude of topics.

New:

  • Library enhancements - 
    • New and Noteworthy section includes recent and featured templates
    • Templates are grouped by type automatically (built-in, next step, campaign, building block etc.)
    • Organize templates by tag
  • Delegated email sending - you can now delegate access to your marketing team to send on your behalf. With this option instead of authorizing specific people, you can authorize anyone with the permission "Team-Wide Delegated Send" to send on others' behalf. 

In Beta:

  • BombBomb* [beta continued] - With your BombBomb account connected to Cloze, you can record and send video messages via email and text. 
  • Zenlist [beta continued] - Connect Zenlist to Cloze.
  • HomeSpotter Boost [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The HomeSpotter Boost integration enables you to create advertising campaigns directly from properties in Cloze.
  • Cloud CMA [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
  • SkySlope [beta continued] - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and optionally other contacts related to the transactions to Cloze (title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • Twilio [beta continued] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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.

March 2022

Blog / News: 

★ Webinar Series

Cloze offers live webinars Monday through Friday on a variety of topics. You will learn the ins and outs of Cloze with our product experts and we'll advise you on best practices across a multitude of topics.

New:

  • Call and Text Sync App - The ability to link a Call & Text Sync App source across accounts via delegation. If you have multiple Cloze accounts you can now use a single connection for all accounts.

In Beta:

  • BombBomb* [beta continued] - With your BombBomb account connected to Cloze, you can record and send video messages via email and text. 
  • Zenlist [beta continued] - Connect Zenlist to Cloze.
  • HomeSpotter Boost [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The HomeSpotter Boost integration enables you to create advertising campaigns directly from properties in Cloze.
  • Cloud CMA [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
  • SkySlope [beta continued] - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and optionally other contacts related to the transactions to Cloze (title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • Twilio [beta continued] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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.

February 2022

Blog / News: 

★ Webinar Series

Cloze offers live webinars Monday through Friday on a variety of topics. You will learn the ins and outs of Cloze with our product experts and we'll advise you on best practices across a multitude of topics.

New:

  • New Signature Designer - Use Cloze's designer to create a richly formatted custom signature with a variety of layouts and offers the most amount of design and customization flexibility.
  • Improved data importer
    • New import data mapper
      • Map the import CSV or Excel file to Cloze without making changes to the original import file
      • A single row in the input file can be mapped to one or more records in Cloze (e.g. import multiple people from a single row or create a person and company from a single row)
      • Save mappings for future use
      • Automatic mapping detection for common import formats
    • New Dry Run import option
      • This option lets you download and review any rejected records before you import your file. You can also make adjustments to the mapping before your import.
    • The importer has also been expanded to support a wide variety of data types. Supported types now include: 
      • People (contacts), Companies, Projects (aka Properties, Deals, Jobs, etc.), Content Records (e.g. a timeline note), Communications Records (e.g. texts, chat messages, email, call records, and meetings), and Todos (e.g. tasks)
  • Segments  
    • Reorder Segments - You can now customize the order of the  Segments dropdown menu.
    • Create Business Segments without Stages - new option to create stageless Business Segments
  • New "insert" menu in the email formatting toolbar

In Beta:

  • BombBomb* [beta] - With your BombBomb account connected to Cloze, you can record and send video messages via email and text. 
  • Zenlist [beta continued] - Connect Zenlist to Cloze.
  • HomeSpotter Boost [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The HomeSpotter Boost integration enables you to create advertising campaigns directly from properties in Cloze.
  • Cloud CMA [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
  • SkySlope [beta continued] - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and optionally other contacts related to the transactions to Cloze (title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • Twilio [beta continued] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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.

January 2022

Blog / News: 

★ Webinar Series

Cloze offers live webinars Monday through Friday on a variety of topics. You will learn the ins and outs of Cloze with our product experts and we'll advise you on best practices across a multitude of topics.

New:

  • Global campaigns pause - In the event of a major external event, you can pause all running campaigns to give you time to decide which ones should be stopped and which should continue running.
  • Export home addresses only  - export a spreadsheet that only includes the first names, the household name, and the home address. 
  • Campaign enhancements to branch and assign by best relationship
    • Assignment Strategy - Assign by Best Relationship: matches based on the strongest existing relationship.
    • Branch Matching Strategy - Branch by Existing Relationship: matches based on the strongest existing relationship.

In Beta:

  • BombBomb* [beta] - With your BombBomb account connected to Cloze, you can record and send video messages via email and text. 
  • Zenlist [beta continued] - Connect Zenlist to Cloze.
  • HomeSpotter Boost [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The HomeSpotter Boost integration enables you to create advertising campaigns directly from properties in Cloze.
  • Cloud CMA [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
  • SkySlope [beta continued] - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and optionally other contacts related to the transactions to Cloze (title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • Twilio [beta continued] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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 2021

Blog / News

★ Webinar Series

Cloze offers live webinars Monday through Friday on a variety of topics. You will learn the ins and outs of Cloze with our product experts and we'll advise you on best practices across a multitude of topics.

New:

In Beta:

  • HomeSpotter Boost [beta] - please email us at support@cloze.com and we'll provide early access instructions.
    • The HomeSpotter Boost integration enables you to create advertising campaigns directly from properties in Cloze.
  • Cloud CMA [beta] - please email us at support@cloze.com and we'll provide early access instructions.
    • The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
  • SkySlope [beta] - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and optionally other contacts related to the transactions to Cloze (title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • Twilio [beta] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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:

  • BombBomb integration 

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

November 2021

Blog / News

★ Webinar Series

  • 6 Simple Steps to Setup Success (60 min) [➜ Register Here]
  • Tips for Organizing Contacts in Cloze (60 min) [➜ Register Here]
  • Introduction to Teams and Sharing (60 min) [➜ Register Here]
  • Deep Dive on Cloze Mail Features (60 min) [➜ Register Here]
  • New! How to Scale Outreach with Cloze Mail Merge (60 min) [➜ Register Here]
  • New! Feature Spotlights 
    • Keep in Touch Reminders (30 min) [➜ Register Here
    • Filter, Search, and Bulk Update Contacts (30 min) [➜ Register Here
    • Templates and Assists (30 min) [➜ Register Here]
    • Create a daily routine with the Cloze Agenda (30 min) [➜ Register Here]
    • Create a newsletter in under 5 minutes per week with Cloze (30 min) [➜ Register Here]
  • Cloze Office Hours – Live Q&A (60 min) [➜ Register Here

Real Estate Industry Focused

  • Getting Started with Cloze for Real Estate (60 min) [➜ Register Here]
  • Increasing Referrals and Repeat Clients with Cloze (60 min) [➜ Register Here]
  • Never Let a Lead Slip Through the Cracks with Cloze (60 min)[➜ Register Here]
  • Managing Real Estate Transactions in Cloze (60 min) [➜ Register Here]
  • New! Cloze and Ninja Selling (45 min) [➜ Register Here]

New:

In Beta:

  • HomeSpotter Boost [beta] - please email us at support@cloze.com and we'll provide early access instructions.
    • The HomeSpotter Boost integration enables you to create advertising campaigns directly from properties in Cloze.
  • Cloud CMA [beta continued] - please email us at support@cloze.com and we'll provide early access instructions.
    • The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
  • SkySlope [beta continued] - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and optionally other contacts related to the transactions to Cloze (title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • Twilio [beta continued] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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:

  • Zenlist integration 

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

October 2021

Blog / News

★ Webinar Series

  • 6 Simple Steps to Setup Success (60 min) [➜ Register Here]
  • Tips for Organizing Contacts in Cloze (60 min) [➜ Register Here]
  • Introduction to Teams and Sharing (60 min) [➜ Register Here]
  • Deep Dive on Cloze Mail Features (60 min) [➜ Register Here]
  • New! How to scale outreach with Cloze Mail Merge (60 min) [➜ Register Here]
  • New! Feature Spotlights 
    • Keep in Touch Reminders (30 min) [➜ Register Here
    • Filter, Search, and Bulk Update Contacts (30 min) [➜ Register Here
    • Templates and Assists (30 min) [➜ Register Here]
    • Create a daily routine with the Cloze Agenda (30 min) [➜ Register Here]
    • Create a newsletter in under 5 minutes per week with Cloze (30 min) [➜ Register Here]
  • Cloze Office Hours – Live Q&A (60 min) [➜ Register Here

Real Estate Industry Focused

  • Getting Started with Cloze for Real Estate (60 min) [➜ Register Here]
  • Increasing Referrals and Repeat Clients with Cloze (60 min) [➜ Register Here]
  • Never Let a Lead Slip Through the Cracks with Cloze (60 min)[➜ Register Here]
  • Managing Real Estate Transactions in Cloze (60 min) [➜ Register Here]
  • New! Cloze and Ninja Selling (45 min) [➜ Register Here]

New:

In Beta:

  • Cloud CMA [beta] - please email us at support@cloze.com and we'll provide early access instructions.
    • The Cloud CMA integration enables you to create CMA, Buyer Tour, Flyer, and Property reports from properties in Cloze. You can also create a Cloud CMA Buyer Tour from a person.
  • SkySlope [beta] - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and optionally other contacts related to the transactions to Cloze (title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • DocuSign [beta] - With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze account. 
  • Twilio [beta] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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:

  • HomeSpotter integration 

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

September 2021

Blog / News

★ Webinar Series

  • 6 Simple Steps to Setup Success (60 min) [➜ Register Here]
  • Tips for Organizing Contacts in Cloze (60 min) [➜ Register Here]
  • Introduction to Teams and Sharing (60 min) [➜ Register Here]
  • Deep Dive on Cloze Mail Features (60 min) [➜ Register Here]
  • New! How to scale outreach with Cloze Mail Merge (60 min) [➜ Register Here]
  • New! Feature Spotlights 
    • Keep in Touch Reminders (30 min) [➜ Register Here
    • Filter, Search, and Bulk Update Contacts (30 min) [➜ Register Here
    • Templates and Assists (30 min) [➜ Register Here]
    • Create a daily routine with the Cloze Agenda (30 min) [➜ Register Here]
    • Create a newsletter in under 5 minutes per week with Cloze (30 min) [➜ Register Here]
  • Cloze Office Hours – Live Q&A (60 min) [➜ Register Here

Real Estate Industry Focused

  • Getting Started with Cloze for Real Estate (60 min) [➜ Register Here]
  • Increasing Referrals and Repeat Clients with Cloze (60 min) [➜ Register Here]
  • Never Let a Lead Slip Through the Cracks with Cloze (60 min)[➜ Register Here]
  • Managing Real Estate Transactions in Cloze (60 min) [➜ Register Here]
  • New! Cloze and Ninja Selling (45 min) [➜ Register Here]

New:

In Beta:

  • SkySlope [beta]* - please email us at support@cloze.com and we'll provide early access instructions. 
    • Syncs current transactions to Cloze
    • Syncs historical transactions to Cloze
    • Syncs current listings to Cloze
    • Syncs buyers, sellers, and other contacts related to the transactions to Cloze (other side agent, title contact, attorney contact)
    • Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers)
  • DocuSign [beta] - With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze account. 
  • Twilio [beta] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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:

  • Cloud CMA integration
  • HomeSpotter integration 

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

August 2021

Blog / News

★ 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:

  • DocuSign [beta] - With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze account. 
  • Twilio [beta] - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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:

  • Cloud CMA integration
  • HomeSpotter integration 

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

July 2021

Blog / News

★ 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:

  • DocuSign [beta] - With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze account. 
  • Twilio [beta]* - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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:

  • SkySlope integration

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

June 2021

Blog / News

★ 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]

In Beta:

  • DocuSign [beta] - With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze account. 
  • Campaigns are here! [beta]* - Campaigns are a way to automate follow-up and other processes for each client individually. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. Campaigns are included for free with the Platinum Plan
  • More timeline filtering options [beta]* - In addition to email, calls/texts, and meetings, the contact timeline can now be filtered by notes, messages, social, audit trail, and activity measures.
  • Dedicated notes section in the contact profile [beta]* - Instead of the social section you will now see a dedicated view of notes. 
  • Introducing Audiences [beta]* - You can create custom audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts).
    • Audiences are dynamic so as you add or remove any criteria they will adjust automatically.  
    • With Audiences, you can quickly access groups of contacts without the need to filter each time.  
  • Select all contacts with a single click - There is no need to scroll further down the page. Simply tap on the checkmark along the top of the screen to select all contacts in your search results, filtered view, or audience. 
  • New redaction options - Set default sharing to redacted mode and set redaction for specific connected accounts.  
  • Twilio [beta]* - Automatically send texts with Twilio and Cloze Campaigns. 
  • Multilingual custom fields - You can set custom fields and email subjects so that templates and other content are sent to clients in their preferred language automatically. 
  • 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:

  • SkySlope integration

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

May 2021

Blog / News

★ 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]

In Beta:

  • Campaigns are here! [beta]* - Campaigns are a way to automate follow-up and other processes for each client individually. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. Campaigns are included for free with the Platinum Plan
  • Introducing Audiences [beta]* - You can create custom audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts).
    • Audiences are dynamic so as you add or remove any criteria they will adjust automatically.  
    • With Audiences, you can quickly access groups of contacts without the need to filter each time.  
  • New redaction options - Set default sharing to redacted mode and set redaction for specific connected accounts.  
  • Twilio [beta]* - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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:

  • DocuSign integration
  • SkySlope integration

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

April 2021

BlogHow Inaky Strick tripled his business with Cloze

★ 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

  • Sync Cloze contacts to Office 365 - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. 

In Beta:

  • Campaigns are here! [beta]* - Campaigns are a way to automate follow-up and other processes for each client individually. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. Campaigns are included for free with the Platinum Plan
  • Introducing Audiences [beta]* - You can create custom audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts).
    • Audiences are dynamic so as you add or remove any criteria they will adjust automatically.  
    • With Audiences, you can quickly access groups of contacts without the need to filter each time.  
  • New redaction options - Set default sharing to redacted mode and set redaction for specific connected accounts.  
  • Twilio [beta]* - Automatically send texts with Twilio and Cloze Campaigns. 
  • 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:

  • DocuSign integration
  • SkySlope integration

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

March 2021

★ 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]

In Beta:

  • Campaigns are here! [beta]* - Campaigns are a way to automate follow-up and other processes for each client individually. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. Campaigns are included for free with the Platinum Plan
  • Introducing Audiences [beta]* - You can create custom audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts).
    • Audiences are dynamic so as you add or remove any criteria they will adjust automatically.  
    • With Audiences, you can quickly access groups of contacts without the need to filter each time.  
  • Sync Cloze contacts to Office 365 [Beta]* - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. 
  • 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:

  • Twilio integration
  • DocuSign integration

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

February 2021

Blog

★ 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:
  • New iOS app for iPhone and iPad (version 2021.2) - Download the latest version from the App Store
  • New Android app for phone and tablet (version 2021.2) - Download the latest version from the Play Store
  • Calendly - When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature. 
  • Zillow - Connect your Zillow Premier Agent account to ensure your leads are automatically added to Cloze. Here are step-by-step instructions on how to get started
  • DialPad - New phone and text provider. Requires Cloze Gold or Platinum Plan and Dialpad Pro Plan.     
    • In real-time if a call is received you get a screen-pop in Cloze that lets you bring up the caller's profile.
    • As text messages are sent/received they are automatically synced to Cloze.
    • As phone calls finish, they are automatically synced to Cloze.
  • Cloze Email Designer and Marketing Email -  Create beautiful, image-rich designs and pixel-perfect layouts that work in every email client. Platinum Plan Only
    • Create reusable templates with central control over themes and styles.
    • Send through your real email account.
    • Create customized newsletters in seconds without having to be a content expert or designer. 
    • Marketing teams can create a basic monthly newsletter, and team members can easily customize it with their own content – even per-client content.
    • Design and use marketing emails on any device – phone, tablet, desktop.
  • In Beta:
  • Sync Cloze contacts to Office 365 [Beta]* - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. 
  • 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:

  • Drip campaigns
  • DocuSign integration

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

January 2021

Blog

★ 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]
In Beta:
  • Calendly [Beta] - When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature. 
  • Zillow [Beta] - Connect your Zillow Premier Agent account to ensure your leads are automatically added to Cloze. Here are step-by-step instructions on how to get started
  • DialPad [Beta] - Requires Cloze Gold or Platinum Plan and Dialpad Pro Plan - New phone and text provider. 
    • In real-time if a call is received you get a screen-pop in Cloze that lets you bring up the caller's profile.
    • As text messages are sent/received they are automatically synced to Cloze.
    • As phone calls finish, they are automatically synced to Cloze.
  • Cloze Email Designer and Marketing Email [Beta*]  - Platinum Plan Only Create beautiful, image-rich designs and pixel-perfect layouts that work in every email client. 
    • Create reusable templates with central control over themes and styles.
    • Send through your real email account.
    • Create customized newsletters in seconds without having to be a content expert or designer. 
    • Marketing teams can create a basic monthly newsletter, and team members can easily customize it with their own content – even per-client content.
    • Design and use marketing emails on any device – phone, tablet, desktop.
  • Sync Cloze contacts to Office 365 [Beta]* - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. 
  • 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:

  • Drip campaigns
  • DocuSign integration

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

December 2020

Blog

★ 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]
In Beta:
  • Zillow [Beta] - Connect your Zillow Premier Agent account to ensure your leads are automatically added to Cloze. Here are step-by-step instructions on how to get started
  • DialPad [Beta*] - Requires Cloze Gold or Platinum Plan and Dialpad Pro Plan - New phone and text provider. 
    • In real-time if a call is received you get a screen-pop in Cloze that lets you bring up the caller's profile.
    • As text messages are sent/received they are automatically synced to Cloze.
    • As phone calls finish, they are automatically synced to Cloze.
  • Cloze Email Designer and Marketing Email [Beta*]  - Platinum Plan Only Create beautiful, image-rich designs and pixel-perfect layouts that work in every email client. 
    • Create reusable templates with central control over themes and styles.
    • Send through your real email account.
    • Create customized newsletters in seconds without having to be a content expert or designer. 
    • Marketing teams can create a basic monthly newsletter, and team members can easily customize it with their own content – even per-client content.
    • Design and use marketing emails on any device – phone, tablet, desktop.
  • Sync Cloze contacts to Office 365 [Beta]* - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. 
  • 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:

  • Calendly integration
  • Drip campaigns
  • DocuSign integration

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

November 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:
  • DialPad [Beta*] - Requires Cloze Gold or Platinum Plan and Dialpad Pro Plan - New phone and text provider. 
    • In real-time if a call is received you get a screen-pop in Cloze that lets you bring up the caller's profile.
    • As text messages are sent/received they are automatically synced to Cloze.
    • As phone calls finish, they are automatically synced to Cloze.
  • Cloze Email Designer and Marketing Email [Beta*]  - Platinum Plan Only Create beautiful, image-rich designs and pixel-perfect layouts that work in every email client. 
    • Create reusable templates with central control over themes and styles.
    • Send through your real email account.
    • Create customized newsletters in seconds without having to be a content expert or designer. 
    • Marketing teams can create a basic monthly newsletter, and team members can easily customize it with their own content – even per-client content.
    • Design and use marketing emails on any device – phone, tablet, desktop.
  • Sync Cloze contacts to Office 365 [Beta]* - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. 
  • 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:

  • Drip campaigns
  • Zillow Premier Agent integration
  • DocuSign integration

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

October 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:

  • New iOS app for iPhone and iPad (version 2020.10) - Download the latest version from the App Store
  • New Android app for phone and tablet (version 2020.10) - Download the latest version from the Play Store
  • Create lead ponds - Ponds (aka pools) can be defined by lead quality, geography, or any other criteria. 
    • Quick notification to pond members
    • Agents / reps can compete for qualified leads
    • Request assignment of leads from other team members
  • Lead capture enhancements
    • Assign lead on acceptance - When a capture lead is accepted it can be automatically assigned. 
    • Script lead processing - Allows for the extraction of custom information from lead email notifications. The extracted information can update custom fields, set a Stage and/or Segment, add tags, or even set a business hierarchy location.  
  • Improved conditional Custom Field support - Create conditional text in templates by language, country, locale, or custom field.
  • Short alternative signature - Create a short alternative email signature when replying or forwarding.
  • New sorting option - Sort contacts by upcoming birthdays.
In Beta:
  • DialPad [Beta*] - Requires Cloze Gold or Platinum Plan and Dialpad Pro Plan - New phone and text provider. 
    • In real-time if a call is received you get a screen-pop in Cloze that lets you bring up the caller's profile.
    • As text messages are sent/received they are automatically synced to Cloze.
    • As phone calls finish, they are automatically synced to Cloze.
  • Cloze Email Designer [Beta*]  - Platinum Plan Only Create beautiful, image-rich designs and pixel-perfect layouts that work in every email client. 
    • Create reusable templates with central control over themes and styles.
    • Send through your real email account.
    • Create customized newsletters in seconds without having to be a content expert or designer. 
    • Marketing teams can create a basic monthly newsletter, and team members can easily customize it with their own content – even per-client content.
    • Design and use marketing emails on any device – phone, tablet, desktop.
  • Sync Cloze contacts to Office 365 [Beta]* - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. 
  • 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:

  • Drip sequences
  • Zillow Premier Agent integration
  • DocuSign integration

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

September 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 Mobile Apps:

  • New! Template Library - Cloze now includes a dedicated template library. 
    • New template types - Beyond email, you can now create email snippets, text templates, and phone templates (call scripts)
    • Custom categories - Organize templates into custom categories.
    • Search - Quickly find templates and snippets by searching for the subject, template name, category, and content. 
    • Centralized template management - Manage all types of templates (Custom, Next steps, Custom Fields, and Assists) in one place. Admins and others with the appropriate role permissions can selectively publish templates to everyone on the team.
    • Draft management - Templates can be saved as drafts and published when ready.
    • Attachments support - You can now include attachments in your templates.
    • Team Libraries - Team members can access a published library of templates and then save them as personal templates for further refinement. 
  • New! Snippets - You can now create snippets. Snippets are small pieces of text or an image or both you can use to create emails quickly. They differ from templates because they can be inserted while composing a new email, within an existing email template, or added to a Next Step. 
  • Search for templates and snippets while composing - Quickly find templates and snippets while composing by searching for the subject, template name, category, and content.
In Beta:
  • Sync Cloze contacts to Office 365 [Beta]* - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. 
  • 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:

  • DialPad integration
  • DocuSign integration

August 2020

Blog: Automatically Track iPhone Text Messages and Calls in Cloze

★ 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:

  • Automatically track iPhone text messages and calls - 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. Automatic call tracking is included with all Cloze premium plans: Pro, Silver, Gold, and Platinum. Automatic text tracking is included with Cloze Business Gold and Cloze Business Platinum. 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 (any carrier worldwide, VOIP, FaceTime, WhatsApp, and more)
  • New search options

In Beta:

  • Sync Cloze contacts to Office 365 [Beta]* - You can now sync contacts from Cloze back to your Office 365 Outlook contacts. Please email us at support@cloze.com and we'll provide instructions on how to enable this feature. 
  • New! Template Library [Beta]* - Cloze now includes a dedicated template library. Please email us at support@cloze.com and we'll provide instructions on how to try this new feature. 
    • New template types - Beyond email, you can now create email snippets, text templates and phone templates (call scripts)
    • Custom categories - Organize templates into custom categories.
    • Search - Quickly find templates and snippets by searching for the subject, template name, category, and content. 
    • Centralized template management - Manage all types of templates (Custom, Next steps, Anniversary Field, and Assists) in one place. Admins and others with the appropriate role permissions can selectively publish templates to everyone on the team.
    • Draft management - Templates can be saved as drafts and published when ready.
    • Attachments support - You can now include attachments in your templates.
    • Team Libraries - Team members can access a published library of templates and then save them as personal templates for further refinement. 
  • New! Snippets* - You can now create snippets. Snippets are small pieces of text or an image or both you can use to create emails quickly. They differ from templates because they can be inserted while composing a new email, within an existing email template, or added to a Next Step. 
  • Search for templates and snippets while composing* - Quickly find templates and snippets while composing by searching for the subject, template name, category, and content.
  • 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:

  • DocuSign integration
  • Improved template organization and management

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

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:

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 checkmark 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 (Platinum Plan) - 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 (Gold Plan and Above) - 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

BlogCRM for Ninja Selling

 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 the 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 a 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 background. 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 picklist 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 the 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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