With everything in one place, Cloze figures out who is important to you and automatically keeps them top of mind. Cloze will also remind you to reach out to a contact and refresh a fading relationship.
All keep in touch reminders appear on your Cloze Pro Agenda screen.
Cloze has 3 types of keep in touch reminders:
- Automatic. Cloze will automatically surface people you haven't talked to recently that might still be important to keep in touch with.
- Recurring. Cloze reminds you when you haven't talked to a Customer or Prospect recently. Go to More → Settings → Keep In Touch to change how often you're reminded.
- Planned. You can schedule a reminder for any contact right from their profile. Go to the To Do tab and choose Remind me to keep in touch.
Go to More → Settings → Keep In Touch to adjust your settings
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings
3.) Tap on Keep in Touch to expand the section and adjust your settings.