October 2019

 Webinar Series

New:

  • New Mobile Apps:
  • Interface - Collapsable sections in profile view
  • Matching Engine - Radius based matching
  • iOS 13 - Support for Sign in with Apple
  • Process Mode - Auto-advance option for Next Steps
  • Agenda - New agenda filtering options
  • Team Inviting - Pre-assign role when sending team invites
  • Rezora - sync contacts from Cloze to Rezora.

In Beta for all plans:

  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

Coming Soon:

  • Connector for Google Data Studio
  • Homestack integration
  • DocuSign integration
  • DotLoop integration
  • Improved template library

*Email us at support@cloze.com and we'll enable these beta features.

September 2019

 Webinar Series

New:

  • Reference Custom Fields - Link people, companies, and deals/projects/properties to each other. For example you can link and track referrals or spouses and children. 
  • Import Contacts with Postal Addresses only - you can now import contacts via a CSV or Excel file with only a postal address. 
  • ActivePipe - Sync contacts from Cloze to ActivePipe.
  • Spacio - Sync open house leads from Spacio to Cloze and track showings in the timeline activity feed. 

In Beta for all plans:

  • Rezora - sync contacts from Cloze to Rezora.
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

Coming Soon:

  • Connector for Google Data Studio
  • Homestack integration

*Email us at support@cloze.com and we'll enable these beta features.

August 2019

 Webinar Series

New:

In Beta for all plans:

  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
    • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions

Coming Soon:

  • Connector for Google Data Studio
  • ActivePipe integration
  • Spacio integration 

*Email us at support@cloze.com and we'll enable these beta features.

July 2019

 Webinar Series

In Beta for all plans:

  • iOS App - [beta completed]
  • Android App - [beta completed]
  • Dark Mode - [All plans]* - New option to display Cloze with a dark backgrounds. To enable go to More > Settings > Display and Layout.
  • New Cloze Agenda design [All plans]* - Agenda items are organized into types and move dynamically throughout the day. 
    • Entries are grouped by type not by date
    • Most recent items are always at the top
    • Week in Review items are now integrated into the Agenda
    • Every past item (e.g. from the Review) can be swiped away so you can get to "Agenda Zero"
    • Meeting invites and your most recent unread focused mail are there too, so you can stay on the agenda full-time
  • New Cloze Inbox design [All plans]* - The new design features a more compact layout and other refinements. 
  • New exporting options 
    • Export Analytics - [All plans]* You can now export the summary tables found in the Analytics reports. 
    • Export from the People, Company and Deal sections [All plans]* - We've brought exporting directly to the People, Companies, Deals, Projects, Jobs or Listings section -- so you don't need to go to Settings. You can use any of our existing search or filtering criteria to define your export. 
    • Avery Label template export [All plans]* - You can now export directly to an Avery label template. Simply search or filter the People or Company view, select your contacts and then export directly to a PDF template formatted for Avery labels. 
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp. Enhancements in the works:
    • Syncing all Custom Fields to MailChimp
    • Syncing Team contacts to MailChimp for central administration

Coming Soon:

  • Connector for Google Data Studio
  • ActivePipe integration
  • Spacio integration 

*Email us at support@cloze.com and we'll enable these beta features.

 

June 2019

 Webinar Series

New:

  • New Mobile Apps:
  • Percentage Custom Fields [All premium plans]: Set a decimal number Custom Field to display as Percentage.
  • Derived range Custom Fields [Platinum Plan]: Cloze can automatically set a field from a range of pick list values based on the value set in another field. 
  • Custom Activity Measures [Platinum Plan]: Set activity measures to track progress for you, your team, and Deals, Projects, Jobs, Properties etc. 
  • SSO / SAML support [Platinum Plan]
  • Mail Merge reporting - new reports to track your mail merge emails. Easily follow-up based on people who opened, didn't open, replied or didn't reply, clicked or didn't click. 
  • Template reporting - measure the performance of your templates.
  • Import Contactually export CSVs in a single step
    • Cloze will automatically map default Contactually Buckets to the equivalent in Cloze.  
    • Buckets: All buckets will also automatically be set with an equivalent keyword in Cloze.
    • Tags: Contactually Tags will map automatically to Cloze Keywords.
  • Better stability when WiFi or cellular signal is spotty 

In Beta for all plans:

  • iOS App - [completed]
  • Android App - [completed]
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp. Enhancements in the works:
    • Syncing all Custom Fields to MailChimp
    • Syncing Team contacts to MailChimp for central administration

 

May 2019

 Webinar Series

New:

  • More Admin Controls [Platinum Plan]: Separately control visibility of people, companies and projects for teams.
  • Computed Custom Fields [All premium plans]: For example you can now create fields that calculate a commission rate or the age of a person. More details are available here
  • New sorting option [All premium plans]: Sort by "When They Went Quiet" so you know when they last contacted you (not just when you contacted them). 
  • Automatically set lead source via Lead Capture [Platinum Plan]:  You can now set the Lead Source and Segment for each Lead Capture source. 

In Beta for all plans:

  • Cloze iOS App - please reach out to support@cloze.com for an invite. 
  • Cloze API [Beta continued]*  
    • Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. 
    • Please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp. Enhancements in the works:
    • Syncing all Custom Fields to MailChimp
    • Syncing Team contacts to MailChimp for central administration

 

April 2019

New:

  • Smart Suggestions:
    • Toggle off contact update suggestions for coworkers
    • Toggle off keep-in-touch suggestions for coworkers
  • New export option - Export in Excel
  • New email composer formatting options
  • Updated Team Leaderboard - New period over time period values and percentage increase or decrease based on the time scale you select
  • Deal/Project Activity Summary - Trailing 13 week summary of emails, calls, meetings, drop-ins/viewings. 
  • Zapier is out of beta

In Beta for all plans:

  • Cloze API [Beta continued]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

 

March 2019

New Android Apps:

  • New Android App for phone and tablet (version 2019.1.467) Download the latest version from the Play Store.
  • New Android Cloze Call and Text Sync app (version 2019.1.2.468)Download the latest version from the Play Store.
    • The new app gathers the information in the background in real-time (no need to be in the app or wait to sync)
    • We now do cross-device screen pops (i.e. you get a call on your Android and you get a popup on your desktop to show the profile of the person calling)

In Beta for all plans:

  • Cloze API [Beta continued]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

 

February 2019

New Mobile Apps

In Beta for all plans:

  • Cloze API [Beta continued]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access to the Cloze API please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
  • Cloze Outlook Add-in [Beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

*Email us at support@cloze.com and we'll enable these beta features.

January 2019

Blog Post: New Platinum, Gold and Silver Plans!

We are very excited to announce three new Cloze Business plans with a whole host of new features. And a big thank you to all that participated in our beta program over the last several months and helped shape these new features.

New Mobile Apps

New in Cloze Pro:

New in Cloze Business Silver:

New in Cloze Business Gold:

New in Cloze Business Platinum:

Sub-Team Hierarchies - Structure by territory, region, or role

  • Organize your team by territory, region, or role hierarchy. 
  • Control who can see what by where they are in the hierarchy.
  • Allow senior managers to see and control everything below them.
  • Roll up Team Analytics at any level.
  • Selectively control visibility to fields and values.
Matching Engine - Matches Listings, Jobs, Campaigns etc. to customers
Smart Templates - Conditional content and smart fields
  • Use your custom fields in email content
  • Create templates that work in multiple languages
  • Include different text based on recipient country
  • Use recipient's date and number formatting for values
  • Create templates that adjust based on related deals or recipients
Lead Capture - Automatically create leads from emails
  • Turns leads received by emails into contacts automatically.
  • Notifies you of the arrival of a new lead =
  • Enhance contacts with information from the lead email
User Archiving - Preserve historical business activity
  • Preserve business activity history when users leave your team or disconnect their accounts.
  • Protect against malicious removal of business activity history.
  • Retain business activity of guests involved in specific deals.
  • Easily manage which history to retain and which you no longer need.
  • See all shared activity for any team member in one view 
  • Available with team billing. Extra charges may apply. 
Enterprise Controls - Fine grained control and compliance 

In Beta for all plans:

  • Cloze API [Beta]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
  • Cloze Outlook Add-in [beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
  • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

December 2018 

  • Beta access to Cloze mobile apps and web app:
    • iOS App for iPhone and iPad - Email us at support@cloze.com and we’ll send you an invite to try all of the new features on your iPhone and iPad.* 
    • Android App for phone and tablet - Email us at support@cloze.com and we’ll send you an invite to try all of the new features on your Android phone and tablet.* 
    • Web app - Email us at support@cloze.com and we’ll send you a special link to access this through your web browser.*
  • In Beta for all plans:
    • Cloze API [Beta]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
    • Cloze Outlook Add-in [beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
    • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
    • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.
  • Gold Plan beta features (now in preview for all Cloze users):
  • Platinum Plan beta features*:
    • Sub Teams [Beta]*- Organize your Cloze team in a hierarchy (e.g. sales territories): 
      • Unlimited number of levels deep 
      • Control visibility into people, companies, and deals/projects based on the sub-team of users
      • Provides leads to sub-teams on a first-come-first-served basis
      • Roll up analytics at any level
      • Control custom fields by region (e.g. list of competitors)
    • Matching Engine [Beta]* - Designed for a “broker” model where you need to match “products” to prospects (and vice-versa).
      • Real-Estate: Match properties to customers based on their features
      • Recruiting: Match positions to potential candidates based on their profile
      • Non-Profit: Match list of potential donors to a current campaign based on their expressed interests.
      • Cloze can automatically create leads from emails by capturing the information found in the body of the email.
    • Lead Capture [Beta]* - Cloze can automatically create leads from emails by capturing the information found in the body of the email.
      • Turns leads received by email into contacts automatically.
      • Notifies you of the arrival of a new lead
      • Enhance contacts with information from the lead email
    • Enterprise Controls [Beta]* -  Fine-grained control and enhanced compliance features:
      • Multiple customizable roles for team members rights.
      • Manage team member accounts (lock, unlock, delete, etc.).
      • Enforce security policies such as 2-step authentication.
      • Protect your data by controlling who can export what data.
      • Control who can customize business configuration and compliance settings.
      • Lock down sharing and privacy settings.
      • Specify which users are required to pay for their own Cloze subscription and which the team pays for
      • Create and use up to 100 custom segments, 250 custom fields, 2500 custom templates

November 2018 

  • New iOS mobile app (version 2018.3.2)  -  Download the latest version from the App Store
  • New Zapier Triggers, support for Custom Fields and advanced filter options -  Our latest update adds three new Triggers combined with optional advanced filters. You can now create Zaps that trigger when a Person, Company, Project or Deal changes or is created. These can all be further filtered by other items like Stages, Next Steps and Custom Fields.
    This update also introduces support for your Cloze Custom Fields so any Zapier Action can populate your Custom Field values.
    Try these new Zapier Triggers here
  • Latitude and longitude support - We've added latitude and longitude to postal addresses for People, Companies, Projects and Deals. This is supported in CSV imports, CSV exports and via our API. 
  • Project/Deal/Sale Enhancements*:
    • Pictures on Projects and Deals - You can now edit a Project, Deal, Sale or Case and add a custom Picture. 
    • Postal addresses on Projects and Deals - We've added support for Postal addresses on Projects and Deals. Tap on edit to add a postal address.
    • Single tap to open the postal address on a map - After you have added a postal address to a Project or Deal you can now tap on the map icon to open Google or Apple maps. 
  • In Beta for all plans:
    • Cloze API [Beta]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
    • Cloze Outlook Add-in [beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
    • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
    • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.
  • Gold Plan beta features (now in preview for all Cloze users):
  • Platinum Plan beta features*:
    • Sub Teams [Beta]*- Organize your Cloze team in a hierarchy (e.g. sales territories): 
      • Unlimited number of levels deep 
      • Control visibility into people, companies, and deals/projects based on the sub-team of users
      • Provides leads to sub-teams on a first-come-first-served basis
      • Roll up analytics at any level
      • Control custom fields by region (e.g. list of competitors)
    • Matching engine [Beta]* - Designed for a “broker” model where you need to match “products” to prospects (and vice-versa).
      • Real-Estate: Match properties to customers based on their features
      • Recruiting: Match positions to potential candidates based on their profile
      • Non-Profit: Match list of potential donors to a current campaign based on their expressed interests.

 

October 2018 

  • New Zapier Triggers, support for Custom Fields and advanced filter options -  Our latest update adds three new Triggers combined with optional advanced filters. You can now create Zaps that trigger when a Person, Company, Project or Deal changes or is created. These can all be further filtered by other items like Stages, Next Steps and Custom Fields.
    This update also introduces support for your Cloze Custom Fields so any Zapier Action can populate your Custom Field values.
    Try these new Zapier Triggers here

  • Google Contact syncing - sync Cloze contacts directly back to Google Contacts. Learn more.

  • In Beta for all plans:
    • Latitude and longitude support* - We've added latitude and longitude to postal addresses for People, Companies, Projects and Deals. This is supported in CSV imports, CSV exports and via our API. 
    • Project/Deal/Sale Enhancements*:
      • Pictures on Projects and Deals - You can now edit a Project, Deal, Sale or Case and add a custom Picture. 
      • Postal addresses on Projects and Deals - We've added support for Postal addresses on Projects and Deals. Tap on edit to add a postal address.
      • Single tap to open the postal address on a map - After you have added a postal address to a Project or Deal you can now tap on the map icon to open Google or Apple maps. 
    • Cloze API [Beta]* - Direct access to Cloze's API is now available in beta for users and partners. If you would like access please email us at support@cloze.com and we'll provide instructions on how to access it. Also please include a short description of your integration plans. 
    • Cloze Outlook Add-in [beta continued] - see Cloze related context inside of Outlook. Install the Cloze Outlook add-in by following these instructions
    • MailChimp [Beta continued*] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
    • Faster iCloud Email syncing [Beta continued]* - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.

September 2018 

BlogNew inbox AI, smarter notes and expanded reminder options 

 *Email us at support@cloze.com and we'll enable these beta features.
  

August 2018 

 

July 2018 

 

June 2018 

May 2018 

GDPR Update: Cloze is now Privacy Shield certified.
Blog: The first email app with built-in support for GDPR 

  • More GDPR Compliance Features 
    • Smart Links - links that you can insert into emails and your Cloze email signature that allow a recipient to unsubscribe, update their communication preferences, grant you consent to contact them in the future or give them an option to withdraw this consent. 
    • Data Cleanup - this feature makes the "Right to be Forgotten" fast and easy
    • Export a CSV of contact information for a single person - to assist with right of access and rectification requests under the GDPR.
  • Calendar support for Zoho email - Cloze now supports Zoho calendars.
  • Faster iCloud Email syncing [Beta continued] - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.*
  • MailChimp [Beta continued] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
  • Coming soon:
    • New iOS and Android mobile apps
    • Outlook Add-in so you can use Cloze along side of Outlook

 *Email us at support@cloze.com and we'll enable these beta features.

April 2018 

Blog: What Cloze is doing for the GDPR

*Email us at support@cloze.com and we'll enable these beta features.

 

March 2018 

*Email us at support@cloze.com and we'll enable these beta features.
 

February 2018 

  • Faster iCloud Email syncing [Beta] - We've streamlined iCloud email syncing for much improved sync time so your mail arrives faster.*
     
  • MailChimp [Beta continued] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
     
  • New contact editor [Now available to all users] - We've redesigned the contact editor for people and companies. When you tap on edit the new design makes it faster to edit and add new information.
     
  • New contact information pane built in to