Frequently Asked Questions

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

In this article:

Where do I sign-up for Cloze?

  • Mobile: Download the Cloze app from either the App Store or Play Store (Search for “Cloze Relationship Management” to find the app).
  • Desktop: Go to cloze.com in your web browser.

How do I create an account?

  • Sign-up on cloze.com, OR
  • Sign-up directly in the mobile app, OR
  • If you are part of an organization that is rolling out Cloze you will receive an email invitation to join Cloze. Accept this invitation and this will bring you to Cloze so you can create your account.
  • Tap on the Sign Up button
  • Enter your email address and the password you want to use for your Cloze account, tap Sign up with Email, and confirm.

Account Setup Time

Cloze needs to process your connected accounts before everything is ready.

  • For most users, setup is complete in under an hour.

    In rare cases, it may take longer (sometimes up to a day).

    Processing time depends on:

    • The number of messages in each connected account
    • The speed of the connected services (e.g., Google throttles how quickly we can pull in Gmail data)
    • How many services you connect at once

After Setup

  • Once the initial import is done, ongoing syncing only takes seconds.

    When your account is ready, you’ll be notified by:

    • Mobile apps (iPhone, iPad, Android) - pop-up notification (if enabled)
    • Web app - confirmation email with a link to validate your account

How do I connect my email and other accounts?

  • While you are signing up you can select which email account you want to connect to Cloze.
    • It’s best the first connect the one that has most of your client communication (but you can connect more than one).
    • Don’t worry – all of your information is kept safe and private (only you will ever see it). 
  • On the next screen, you can connect other accounts.
  • Cloze can even import your call history, so you never need to manually log calls.

How do I connect an additional email account to Cloze?

  • Tap on More  > Settings  > Connected Accounts
  • Tap on the Add button and select the service you would like to connect.

Here are step-by-step instructions on how to connect another email account to Cloze.

What can I connect to Cloze? 

Email

You can send, receive and reply to email from Cloze or, if you would like, you can use your own email app. In either case, Cloze will automatically keep track of your email conversations for you.

Cloze supports any email service that supports IMAP. When you send an email from Cloze you are sending it through your email provider just like if you were using Mac Mail or Outlook or your iPhone or Android mail app.

Meetings

In Settings under the Connected Accounts section, you can control the calendars that are displayed in Cloze. You will need to connect your email first and then you will see your meetings on the Cloze Agenda and contact profiles.

Contacts

Cloze automatically creates contacts from your interactions on emails and meetings. When you connect your accounts Cloze will import your Google Contacts, Exchange Contacts, and Office 365 contacts too.

Cloze can connect to your iPhone, Android, iPad or tablet contacts and import them into Cloze. Once connected new or updated contact information will continuously sync into Cloze.

Calls

Cloze automatically shows the calls you make and receive in your contact history, so you know every call you've made to anyone.

Files

You will see your files in the Person, Company, or Project (or Deal or Property) tab called Files. Cloze will automatically match a Dropbox, Google Drive, or Microsoft OneDrive folder to:

  • a Person (the combination of their First Name and Last Name)
  • a Company name
  • a Project or Deal name (Note: Project or Deal names must be two words or longer)

Any of these can be included in the Folder name and Cloze will automatically link them to the appropriate Person, Company, Project (or Deal). You can work directly in Dropbox, Google Drive, or Microsoft OneDrive and your files will be linked on your next Cloze sync. 

Notes

Connect Evernote or OneNote to Cloze and all of your notes are linked into your contacts' history. Evernote and OneNote are built into Cloze so you can easily log call notes, meeting notes, and save emails and attachments.

Messages

  • Slack - Connect Slack to Cloze to see your Slack messages in the Timeline view of a Person, Company, Project, Deal. Learn More. 
  • RingCentral - Connect RingCentral and your calls and text messages are automatically logged in Cloze. Learn More.
  • Android Text Messages - For Android devices, Cloze can log your call and SMS history directly from your Android phone. Learn more.

Marketing and other apps

Do you offer training Classes?

We offer weekly web training classes to help you get started with Cloze.  Features, Tips, and Office Hours.

Real Estate Industry Focused

How do I add my email signature to Cloze?

  • Tap on More  > Settings  > Mail Settings
  • In the Greeting and Signatures section you can customize an email signature for each email account you have connected to Cloze.

Here are step-by-step instructions on how to add your email signature. 

What features should I try?

Here are a few features to explore as you get started with Cloze.

  • The Cloze Agenda - The Cloze Agenda is where you will start your day and check periodically to stay on track and get things done. 
  • Mail Merge - Email multiple people at once with a personalized message for each recipient.
  • Email open and link-click tracking - Know when a recipient opens your email or clicks on any link in your email. 
  • Email templates - With Cloze's email templates, you'll never have to copy and paste the same message over and over again.
  • Anniversary reminders - Recurring anniversary reminders are a great way to keep track of the import dates about you clients. 
  • Birthday reminders - Cloze will automatically display birthday reminders on the Agenda so you can quickly reach out. 

How do I organize my contacts?

Cloze will create a contact profile for every person and company you know from the accounts you connect. When you get started we recommend organizing the people and companies you are currently working with using the options provided in the Relationship section.

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