Common questions and support documentation

Using Cloze

Getting Started

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

3 articles

Help and Training

Get assistance from our team and register for a training class.

19 articles

Cloze University

1 article

What's New

Learn what's new and coming soon. Get early access to beta features.

2 articles

Privacy and Data Protection

A clear, open and transparent Privacy Policy. Tools to help comply with regulations.

4 articles

Agenda

One place to see your of reminders, meetings, follow-ups, to dos, and more.

40 articles

Artificial Intelligence

Powerful AI for relationship management, lead programs, content creation, and more.

27 articles

People and Companies

One place to go for all your contacts, their details, and activity with you.

105 articles

Audiences

9 articles

Email

Focused Inbox, reminders, scheduling, open tracking, templates, Mail Merge.

53 articles

Deals, Projects, Properties

Track activities, notes, and follow-ups in one place.

32 articles

Working as a Team

Work with your colleagues on Cloze. Share contacts, activity, assign responsibility.

48 articles

Notes and Logging Activity

Use built-in notes, Evernote and OneNote for note taking.

12 articles

Gestures and Shortcuts

Swiping gestures and keyboard shortcuts to speed through common activities.

7 articles

Library

Create and manage your email, call, and text templates.

17 articles

Getting Started with the Library

6 articles

Template Organization

6 articles

Template Sharing

4 articles

Personal Email Templates

7 articles

Marketing Email

Create beautiful, image rich email designs with pixel-perfect layouts.

24 articles

Getting Started with Marketing Email

9 articles

Marketing Email Building Blocks

6 articles

Marketing Email Content Sections

8 articles

Marketing Email Design

10 articles

Text Message Templates

1 article

Call Scripts

1 article

Articles

2 articles

Snippets

2 articles

Campaigns

Automate lead management, nurturing, and much more.

30 articles

Getting Started with Campaigns

19 articles

Campaign Examples

Examples to try in your Cloze account.

10 articles

Campaign Actions Settings

10 articles

Campaign Wait For Settings

6 articles

Campaign Decisions Settings

10 articles

Campaign Flow Control Settings

4 articles

Agenda Features

Quick actions, smart suggestions, reminder types, customizing the view.

23 articles

Analytics and Reporting

Engagement analytics for activity, leads, pipeline, and email.

22 articles

Getting Started with Analytics

8 articles

Conversion Analytics

3 articles

Activity Analytics

7 articles

Pipeline Analytics

3 articles

Active Project Analytics

2 articles

Mail Sending Analytics

1 article

Assigning Responsibility

Assign leads, to dos, Next Steps, and contacts.

16 articles

Birthdays and Anniversaries

Get reminded each year with recurring anniversary reminders.

3 articles

Bulk Changes

Quickly apply changes like Stages, Segments, and Tags to many people at once.

7 articles

Cloze Score

Details behind the Cloze Relationship Score.

5 articles

Companies

One view of all the people you know at single organization.

7 articles

Compliance

Respond to compliance requests and use Smart Links to manage consent.

2 articles

Contacts

The ins and outs everything related to contacts.

34 articles

Email Features

Focused Inbox, reminders, scheduling, AI to catch what you might have missed.

21 articles

Email Artificial Intelligence

10 articles

Email Formatting

8 articles

Email Open Tracking

Know exactly when someone opens your message or clicks on a link.

5 articles

Email Templates

Never copy and paste the same message over and over again.

14 articles

Exporting

Selectively export people and companies. Create address labels.

3 articles

Help

Get help when you need it. Our team is available seven days a week.

6 articles

Filter

21 articles

Keep in Touch Reminders

Automatic reminders to help you stay in touch with the people that matter most.

3 articles

Mail Merge

Send a personalized email to multiple people at once.

14 articles

Matching Engine

Match clients to deals, properties and jobs automatically.

12 articles

Meetings

Quickly confirm, add notes, and follow-up on your calendar meetings.

3 articles

MLS

7 articles

Next Steps

Keep track of what you've done and what you need to get done next.

2 articles

Organizing Contacts

Organize your contacts with Stages, Segments, Next Steps and Tags.

12 articles

Projects, Deals, and More

Track activities, notes, and follow-ups in one place.

21 articles

Managing Properties

9 articles

Quick Start Guides

Get up to speed quickly on variety of features and subjects.

5 articles

Reminders

Save something for later and automatic AI-based reminders to catch what you might have missed.

5 articles

Search, Filter and Sort

Many useful ways to search, filter and sort for your people, companies and deals.

44 articles

Search

26 articles

Segments

Track who the person is to you. For example, clients, customers, partners, buyers, sellers.

6 articles

Sharing

Share contacts and timeline activity with your colleagues.

49 articles

Smart Suggestions

Artificial intelligence personal assistant to help remember what you don't.

9 articles

Sort

7 articles

Stages

From lead to close, track where they are on the client journey with you.

3 articles

Tags

Organize contacts across common traits and group beyond the client journey with tags.

7 articles

To Dos

Set a reminder to complete a task on people, companies, deals or projects.

8 articles

Videos and Recordings

Watch videos and webinar recordings.

27 articles

Views

3 articles

Webinars

Weekly web training classes to help you get the most out of Cloze.

9 articles

Cloze Setup

Settings

Enable two-factor security, manage billing, change password and delegate access.

18 articles

Accounts and Services

Connect other apps and services.

6 articles

App Settings

Adjust mail, display and layout, notifications and matching settings.

24 articles

Assistant

Set your work week and locale. Refine settings for Smart Suggestions.

6 articles

Customizations

Add and edit Segments, Next Steps and Custom Fields. Adjust keep in touch settings.

39 articles

Importing and Exporting

Import and export contacts, companies, projects, deals.

30 articles

Accounting and Compliance

Enable GDPR compliance settings, set currency, set fiscal year.

3 articles

Apps and Extensions

Chrome extension and Outlook Add-on

2 articles

Calling, Notes and Maps

Adjust settings for dialing, opening notes app and maps apps.

5 articles

Connected Accounts

Connect email, phone, calendar, messages, business and productivity apps.

3 articles

Contact Sync

Sync iPhone and Android with Cloze.

1 article

Custom Fields

Add Custom Fields to store custom information related to your business.

25 articles

Deals, Projects, Properties

Customize Segment labels, Next Steps and other settings.

4 articles

Delegation

6 articles

Display and Layout

Adjust the display and layout to match your preferences.

12 articles

Exporting

Export people, companies, projects, deals, customizations and team members.

13 articles

Free Trial and Billing

Plan, billing and payment questions.

12 articles

Importing

Import people, companies, projects, deals, and customizations.

20 articles

Keep In Touch Settings

Set your automatic reminder schedule for each Stage and Segment combination.

2 articles

Lead Management

9 articles

Mail Settings

Adjust default mail settings. Add and update email signatures and greetings.

12 articles

My Account

Change your password, enable two-step authentication, delegate access.

7 articles

My Team

Create a Cloze Team and team settings.

3 articles

Next Steps

Create repeatable checklists you write once and use over and over.

2 articles

Notifications

Fine tune the types of notifications you receive.

4 articles

People and Companies

Customize Segment labels, Keep in Touch schedules, Next Steps and other settings.

6 articles

Prebuilt Customizations

Select an industry-based setup to refine and make your own. Rollback previous setups.

2 articles

Segments

Add and adjust relationship types. For example: clients, partners, buyers, sellers.

9 articles

Smart Suggestions

Adjust settings for AI-based, personal assistant features.

5 articles

Work Week and Locale

Set when you work. Set your default country, number and date formatting.

2 articles

Integrations

Connect Email

Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email services.

36 articles

Connect Phone and Texts

Automatically track iPhone and Android calls and texts on any carrier worldwide.

29 articles

Connect Calendar

Add Google, Exchange, Office 365, iCloud and other calendars.

3 articles

Connect Productivity Apps

Add Dropbox, Calendly, Evernote, Slack, Google Drive, OneNote, OneDrive and more.

36 articles

Connect Business Apps

Add MailChimp, Slack, DocuSign, DialPad, RingCentral, BombBomb, and more.

38 articles

Connect Real Estate Apps

Add Zillow, ActivePipe, SkySlope, Dotloop, Spacio, HomeSpotter, Cloud CMA, and more.

50 articles

Connect Social Media

2 articles

ActivePipe

Connect ActivePipe to Cloze.

2 articles

Android

Automatically track your Android calls and texts on any carrier worldwide with Cloze.

4 articles

API

Integrate with Cloze using our APIs.

2 articles

BombBomb

8 articles

Calendly

Connect Calendly to Cloze.

5 articles

Canva

Connect Canva to Cloze to create marketing materials from your listings.

4 articles

Cloze Call and Text Sync App

Automatically track calls and text messages.

21 articles

Cloze Call and Text Sync App for iOS

10 articles

Call and Text Sync App on MacOS

6 articles

Call and Text Sync App on Windows

7 articles

Call and Text Sync App Troubleshooting

12 articles

Contact Syncing with CardDAV

Sync contacts from Cloze back to your devices.

5 articles

Cloud CMA

2 articles

Cloud Phone Services

1 article

Dialpad

Connect Dialpad to Cloze.

5 articles

DocuSign

6 articles

dotloop

Connect dotloop to Cloze.

12 articles

Dropbox

Cloze Dropbox to Cloze.

5 articles

Email

Connect Gmail, Office 365, Exchange, iCloud, IMAP and 100s of others.

14 articles

Evernote

Connect Evernote to Cloze.

12 articles

Google

Connect Gmail, Google Calendar, Google Contacts, Google Drive, Google Tasks.

11 articles

Google Drive

Connect Google Drive to Cloze.

4 articles

HomeSpotter Boost

2 articles

iCloud

Connect iCloud Mail and iCloud Calendar.

2 articles

iOS

Automatically track your iPhone calls and texts on any carrier worldwide with Cloze.

19 articles

LoLo Gifts

Automatically sync Cloze contacts with the #lolo tag to LoLo Gifts

3 articles

MAXA Designs

6 articles

Mailchimp

Connect MailChimp to Cloze.

4 articles

Microsoft 365

Connect Outlook Email, Outlook Calendar, Outlook Contacts, OneDrive and OneNote.

13 articles

Microsoft Exchange

Connect Exchange Email, Exchange Calendar, and Exchange Contacts.

3 articles

Microsoft OneDrive

Connect OneDrive to Cloze.

2 articles

Microsoft OneNote

Connect OneNote to Cloze.

7 articles

Mobile Phone Carriers

Connect any carrier worldwide to Cloze.

3 articles

Placester

3 articles

RealScout

4 articles

Rezora

Connect Rezora to Cloze.

1 article

RingCentral

Connect RingCentral to Cloze.

9 articles

SkySlope

8 articles

Slack

Connect Slack to Cloze.

4 articles

Spacio

Connect Spacio to Cloze to track open house leads.

1 article

Twilio

3 articles

Zapier

Integrate thousands of other apps without writing a single line of code.

10 articles

Zenlist

3 articles

Zillow

Connect Zillow to Cloze.

1 article

Managing a Team

Getting Started with a Team

Create your team, manage settings and invite your colleagues.

5 articles

Team Settings

Manage team wide settings, customizations, roles and permissions.

18 articles

Team Members

Invite team members, manage role assignements, adjust sub team membership.

9 articles

Roles

Manage role permissions and create custom roles.

15 articles

Team Analytics

View team analytics, leaderboards and reporting.

1 article

Sub Teams

Structure and set access controls by territory, region, or role.

5 articles