The Cloze Chrome extension provides Cloze related context of people, companies, projects, and deals side by side with your CRM and other websites. Below is an example of the Cloze Sidebar with Salesforce.
How it works
Once you're signed in to Cloze, go to any lead, contact, account, or opportunity in your CRM:
- When Cloze recognizes it, the Cloze icon in your toolbar lights up.
- Tap on the icon and Cloze will show your history and help you make sure the information in Cloze is in-sync with your CRM.
CRMs and websites supported
The Sidebar currently supports (with others coming soon):
- Salesforce (classic and lightening)
- Microsoft Dynamics CRM Online
- Hubspot CRM