How do I share my communications with my Inner Circle?

There are many different ways to share in Cloze. The Sharing Overview page outlines different ways you can share contacts, properties, projects or deals in Cloze.

Inner Circle is ideal for a small, trusted team—usually just two people—who want to share nearly everything in Cloze without needing to assign contacts.

Use Inner Circle if:

• You’re working in a very small team with strong mutual trust
• You want to automatically share all timelines—emails, texts, notes, and calls (unless marked private)
• You want to see each other’s interactions for any shared contact without assigning them
• You don’t need to share contact records or tags—just communication history

How it works:

• Inner Circle shares timeline activity across all stages and segments
• If both teammates have the same contact (based on email or phone), you’ll automatically see each other’s updates
• Contact profiles and tags remain private unless explicitly shared

If you’re part of a larger team or want more control over what’s shared, we recommend using Teams and contact assignment instead. This gives you more flexibility while still supporting collaboration.

To add someone to your Inner Circle:

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

Mobile: 

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

On your computer: 

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

2.) Scroll down to App Settings and tap on " Sharing " to expand the section. 

3.) Scroll down to "Inner Circle" and then tap on the Add button.

4.) Select the team member you wish to invite to your Inner Circle.

Note: The person you are inviting to your Inner Circle must already be part of your Cloze Business Team. To invite them to your team please follow these instructions. 

Each person you invite to your Inner Circle will receive an invitation.

The Invitee can accept the invitation on their Cloze Agenda.