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.
The Cloze Call and Text Sync App creates an encrypted iPhone backup on your computer, and then syncs with this backup to automatically log your phone calls and text messages.
Below are instructions on how to install the Cloze Call and Text Sync App on your Mac. If you have a PC running Windows please follow these instructions.
This Cloze feature automatically logs:
- iPhone messages (SMS and iMessage)
- WhatsApp messages and calls
- Phone calls made with your iPhone
Once installed the app runs in the background on your Mac to periodically sync and log texts and calls.
1.) Connect your iPhone to your Mac using a lightening cable
➜ Note: It is important that you connect your iPhone to your Mac with a lightening cable, for the initial setup and sync. Once set up, the text messages will sync over Wi-Fi.
2.) Download the Cloze Call and Text sync app on your Mac
Tap on the button to download the app
By installing the app you accept Cloze's
3.) Drag the app icon into the Applications folder and run it
4.) Log in to Cloze
5.) Select the device to sync
6.) Follow the steps to create your encrypted phone backup
In order to log your text messages and calls, Cloze will create and store an encrypted backup of your iPhone on your computer. Cloze will sync with this backup to log your phone calls and text messages.
Please enter a secure password to protect this backup and allow Cloze to access it:
Your phone will now begin the process of backing up to your computer.
This can take minutes to an hour or two.
➜ Tip: You do not need to keep the window open or stay on this screen while the backup occurs. You can close the window at any time.
Once the initial backup has finished you will see: “Your iPhone is Ready”
When you see “Your iPhone is Ready” you can safely disconnect the lightening cable. Your phone will continue to sync periodically over Wi-Fi.
- To sync, the phone and computer must be on the same Wi-Fi network
- Your phone and computer must be plugged in or have at least 30% of the
- The sync occurs every two hours or when the battery and Wi-Fi requirements are met
- Once the initial sync is complete, it may take some time for contact
timelines in Cloze to be updated
My text messages and calls are not syncing to Cloze.
To sync, your iPhone must be on the same Wi-Fi network as your computer.
As a first step we recommend checking to make sure both your computer and iPhone are on the same Wi-Fi network by running the Wi-Fi diagnostics tool that is built into the Cloze Call and Text Sync app.
Click here for step-by-step instructions.
If you have questions about the diagnostic results please send a screenshot of the diagnostics results to firstname.lastname@example.org.
I texted with someone yesterday, but I don’t see the messages in Cloze, why?
- Double check that the phone number you were texting is included in the person's contact profile in Cloze. Here are step-by-step instructions on how to add information to a contact.
- Please make sure there has been a recent sync. The most common reasons for a sync not to occur is that the battery on your phone was below 30% or your phone and computer (with the app) were not on the same Wi-Fi network.
A few phone calls are showing on my timeline twice, why?
- There will be some overlap in call history between your mobile phone carrier and the Call and Text Sync app.
- Once you have successfully connected the Cloze Call and Text sync app, you can disconnect your connection to your phone carrier (Verizon, AT&T, T-Mobile, Sprint) to avoid duplicates
- Please read our tips below before removing your phone carrier connection.
When I disconnect my phone carrier what option should I choose?
When you disconnect, you have two options:
- Remove and Cleanup
- Remove and Keep History [PICK THIS ONE]
We recommend keeping phone the history from your mobile phone carrier.
- The Call and Text sync app will only sync the last 500 calls from your device, so if having the full phone history is important, we recommend the “Remove and Keep History” option.
- This will result in some duplicates showing in your near-term timeline, but going forward you will not see any duplicates
How do I open the Cloze Call and Text Sync app settings?
Click on the Cloze icon in the menu bar and select Settings.
How do I manually start a sync of calls and text messages to Cloze?
Click on Cloze icon in the menu bar and select Sync Now.
You can also do this by opening the app and clicking the “Sync Now” button.
Does a text message count as an interaction for keep in touch reminders?
Yes, text messages will update the the Last Interaction date for a person and reset the keep-in-touch reminder cycle for the contact.
How do I change how often Cloze syncs?
You can change the frequency of the sync by opening the app and clicking on the linked text.
Note: Backing up your device is resource intensive. Frequent backups may significantly impact your phone's battery life.
How do I change the required battery percentage left?
You can change the battery power that is required by opening the app and clicking on the linked text.