★ What's New and Coming Soon to Cloze ★ | Cloze, Inc.

★ What's New and Coming Soon to Cloze ★

Check here for what's new and coming soon to Cloze.

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 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 the profile view [Now available to all users] - In the new design we've incorporated contact information directly into the profile page for faster access at a glance.*
     
  • New Custom Field options [Now available to all users] - Cloze now supports several new types of Custom Fields that you can use to tailor the profile for People, Companies, Projects and Deals. Learn more about these new Cloze Custom Fields here.
    • Text - Any type of text may be entered. A common example would be an account ID. 
    • Pick List (one) - Pick one field value from a list
    • Pick List (many) - Pick multiple field values from a list
    • Date - Set a date (no time) 
    • Round Number - Enter a number with no fraction (e.g. 1,000)
    • Decimal Number - Enter a number with fraction (e.g. 1,000.25)
    • Currency - Enter a currency value (e.g. $1,000)
  • Organize Custom Field into Custom Sections [Now available to all users] - Custom Fields can now be grouped into custom Sections. Learn more about Custom Sections here.
     
  • Set a Fiscal Year for Pipeline Analytics - you can now set your Fiscal Year for Pipeline Analytics

January 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.*
  • 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 view [Now available to all users] - In the new design we've incorporated contact information directly into the profile page for faster access at a glance.*
  • Contact Import and Export enhancements - Beyond our existing address import fields, you can now import directly to the location and country field on a contact profile. The location and country field is now also included in our exports too. 
  • MailChimp [Beta continued] - Connect Cloze to MailChimp to sync MailChimp contacts into Cloze and Cloze contacts into MailChimp.* Learn more about Cloze and MailChimp
*Email us at support@cloze.com and we'll enable these beta features.

December 2017 

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

November 2017 

October 2017 

September 2017

Blog:  Smart Notes, Automatic Android Call and SMS Logging and more

August 2017 

  • Beta access to the latest iOS version of Cloze - 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.* 
  • Beta access to the latest Android version of Cloze - This release includes the ability to log calls and SMS from your Android phone. Email us at support@cloze.com and we’ll send you an invite to try all of the new features on Android devices.* 
  • Beta access to the new team version - Email us at support@cloze.com and we’ll send you an invite to try the new functionality.
    A core theme of this Cloze Business beta is that you will now see a single view of timeline activity and contact information without the need to toggle between views (you won’t need to toggle between My People, Inner Circle or the team). If team activity is available through any sharing option, you’ll see it — without the need to change views. Contact information including the Relationship Section and Project Status section are also kept in better sync across the team. If something is not shared automatically — we’ll prompt you.*

    • Streamlined timeline view - When you view a person or company the timeline includes all interactions that have been shared with you from other members of your team either through a Project/Deal, assignment sharing or Inner Circle sharing. You no longer need to toggle between views.* If you would like to toggle your view to see only your interactions you can
    • Improved contact syncing and prompting - Cloze will automatically prompt you if there is new contact information available from your team or if you have information that you can share with your team. Contacts with a Business Segment are now automatically shared with your team. If you are assigned to a person, or part of Deal Team or Project Team that involves the person, contact changes are kept in sync automatically.* Learn more about contact syncing between team members
    • New Relationship section - We've added a new Stage called "Lost" to track your disqualified leads and renamed "Not Yet Qualified" to "Lead". You'll also more options to quickly take action around your relationships.* Learn more about the Relationship sections here
    • Enable my team members to take ownership of unassigned contacts - With this new option enabled members of your team are able to assign unassigned contacts to themselves (without a Manager or Admin assigning them). All assignments and re-assignments are now logged in the timeline view of the contact too.* Learn more.
    • Turn off Keep in Touch for a person or company - Once turned off, you will no longer receive automatic keep-in-touch reminders for this contact.* Learn more
    • Set a different a Keep in Touch schedule or turn off Keep in Touch reminders for contacts assigned to other team members - In some cases you may want to set a different frequency or may not want to stay in touch with contacts that have been assigned to other members of your team.* Learn More
    • Mark a person as private - you can now quickly mark a single person or group of people private.*
    • Directed Notes and To Dos - You can direct a note or assign a To Do to member of your team by entering the @ symbol and their first name for fast collaboration.* Learn More
    • Segments are now broken out into Business and Personal - You will now find Business and Personal Segments in Settings and in the Relationship section. Contacts set with a Personal Segment are always private. Contacts classified with a Business Segment are automatically shared with your team.* 
  • New Quick Notes - You can add Quick Notes to any Person, Company, Project or Deal. You enter the text using conversational language and Cloze will automatically detect the type of note or activity to log in the timeline.* Learn More
  • New keyboard shortcuts - Compose an email (e or m key), a to do (t key), or a note (n key) with a single keyboard action.* Learn more
  • CC other people on Mail Merge emails - You can now CC a person or group of people on all copies of your Mail Merge email.* Learn more.
  • iCloud Reminders are now available for all users [UPDATED] - See your iCloud Reminders on the Cloze Agenda. Learn More about iCloud Reminders.
*Email us at support@cloze.com and we'll enable these beta features.

July 2017

  • Beta access to iCloud Reminders [CONTINUED] - See your iCloud Reminders on the Cloze Agenda.* Learn More about iCloud Reminders.
  • Beta access to Smart Agenda Linking [UPDATED] - Cloze automatically links people mentioned in calendar meetings and to-dos (like iCloud Reminders). For example, an Exchange Calendar meeting named "Call Dana Varenos" will automatically link to Dana Varenos in Cloze without inviting her to the meeting.  Or you can say, "Hey Siri, remind me to call Dana Varenos at 2pm on Thursday" and Cloze will automatically link to Dana and remind you on the Agenda.* Now available for all Cloze Pro and Cloze Business users. Learn More about Smart Agenda Linking.

 

June 2017

  • "Push" Email for Office 365 email [UPDATED] - New email is actively transferred (pushed) as it arrives in Office 365 to the Cloze Inbox so you don't have to sync to see your new mail.* Now available for all Cloze Pro and Cloze Business users.
  • Beta access to iCloud Reminders [CONTINUED] - See your iCloud Reminders on the Cloze Agenda.* Learn More.
  • Beta access to Smart Agenda Linking [CONTINUED] - Cloze automatically links people mentioned in calendar meetings and to-dos (like iCloud Reminders). For example, an Exchange Calendar meeting named "Call Dana Varenos" will automatically link to Dana Varenos in Cloze without inviting her to the meeting.  Or you can say, "Hey Siri, remind me to call Dana Varenos at 2pm on Thursday" and Cloze will automatically link to Dana and remind you on the Agenda.*
  • Adjust the font size used in Cloze - You can now adjust the display text size for the Agenda, Inbox, People section and others in Cloze. Learn More. ** 
  • Set the default font for email - You can set the default font used for emails composed in Cloze. Learn More. **
**Available on cloze.com. Coming soon to our mobile apps.  

May 2017

  • Beta access to iCloud Reminders - See your iCloud Reminders on the Cloze Agenda.*
  • Beta access to Smart Agenda Linking - Cloze automatically links people mentioned in calendar meetings and to-dos (like iCloud Reminders). For example, an Exchange Calendar meeting named "Call Dana Varenos" will automatically link to Dana Varenos in Cloze without inviting her to the meeting.  Or you can say, "Hey Siri, remind me to call Dana Varenos at 2pm on Thursday" and Cloze will automatically