Automatic Keep in Touch Reminders

Cloze uses artificial intelligence to analyze your interaction patterns and will automatically surface people you haven't talked to recently that might still be important. You will see these reminders on the Agenda.

Keep in Touch Reminders

Keep in touch - Cloze will automatically remind you when to reach out to key people like your customers. Learn More.
Blast from the past - Cloze reminds you about a contact that used to be important to you, but you have fallen out of touch with them recently. Use these reminders to rekindle your relationship.

This feature is enabled by default in premium Cloze accounts. If you wish to adjust your settings please see below.

Beyond these automatic suggestions, you can also set recurring and planned keep-in-touch reminders.

Recurring. Cloze reminds you when you haven't talked to a Customer or Prospect recently. Go to More → Settings → Keep In Touch to change how often you're reminded. Learn more about setting recurring keep-in-touch reminders,
Planned. You can schedule a reminder for any contact right from their profile. Go to the To Do tab and choose Remind me to keep in touch. Learn more about creating planned To Dos

When will Cloze remind you to reach out?

Cloze uses A.I. to suggest when to follow up.Every time you communicate with someone (email, text, call, etc…), Cloze will wait before reminding you to reach out to them again

Each contact’s STAGE (1) and SEGMENT (2) combination determines how long Cloze will wait to remind you about them.

For example, remind me every 3 days about my Warm Sellers or every quarter about my Closed Buyers.

How do I fine-tune my keep-in-touch settings?

You can set your keep in touch reminder settings for your various Relationship Types (Stage and Segment combinations).

Cloze offers many options including:

1 day
2 days
3 days
Week
2 weeks
3 weeks
Month
45 days
Quarter
6 months
Year

For example, if you want to be reminded to stay in touch with clients every month or suppliers every three weeks, follow these instructions:

Step-by-step instructions on how you can adjust your keep-in-touch settings.

How do I further adjust my keep-in-touch settings?

Cloze includes several other settings you adjust in Settings.

Keep in Touch

Suggest keep in touch - on by default
Include suggestions for coworkers - optionally toggle on keep in touch for coworkers

Company Keep in Touch

Suggest keep in touch for Company - Suggest Company to keep in touch with based on the people that work there.

Deal/Project/Property Keep in Touch

Treat as assigned to deal team - - When you're on a deal team, treat customers, clients, buyers, sellers etc... in the Deal/Project/Property as if they are assigned to you.

1.) Tap on the More Options menu (...) and then select Settings.

Mobile:

Tap on More in the lower right of your screen on mobile (iOS/Android).
Select Settings.

On your computer:

Tap on More in the lower left on your computer (cloze.com).
Select Settings.

2.) Scroll down to the Assistant section and tap on Smart Suggestions to expand the section.

3.) Automatic Keep in Touch suggestions are enabled by default. If you wish to disable automatic keep in touch reminders, toggle this option off (to the left).

a. You can also enable Keep in Touch for Companies and fine tune your settings if you are part of a Deal or Project team.

b. If Property / Deal / Project Keep in Touch is enabled, Cloze will prompt you even if the customers involved in the Deal are assigned to another member of your team.