Automatic Keep in Touch Reminders
Cloze uses artificial intelligence to analyze your interaction patterns and will automatically surface people you haven't talked to recently that might still be important. You will see these reminders on the Agenda.
Keep in Touch Reminders
- Keep in touch - Cloze will automatically remind you when to reach out to key people like your customers. Learn More.
- Blast from the past - Cloze reminds you about a contact that used to be important to you, but you have fallen out of touch with them recently. Use these reminders to rekindle your relationship.
This feature is enabled by default in premium Cloze accounts. If you wish to adjust your settings please see below.
Beyond these automatic suggestions, you can also set recurring and planned keep-in-touch reminders.
- 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. Learn more about setting recurring keep-in-touch reminders,
- 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. Learn more about creating planned To Dos
When will Cloze remind you to reach out?
How do I fine-tune my keep-in-touch settings?
You can set your keep in touch reminder settings for your various Relationship Types (Stage and Segment combinations).
Cloze offers many options including:
- 1 day
- 2 days
- 3 days
- Week
- 2 weeks
- 3 weeks
- Month
- 45 days
- Quarter
- 6 months
- Year
For example, if you want to be reminded to stay in touch with clients every month or suppliers every three weeks, follow these instructions:
Step-by-step instructions on how you can adjust your keep-in-touch settings.
How do I further adjust my keep-in-touch settings?
Cloze includes several other settings you adjust in Settings.
Keep in Touch
- Suggest keep in touch - on by default
- Include suggestions for coworkers - optionally toggle on keep in touch for coworkers
- Suggest keep in touch for Company - Suggest Company to keep in touch with based on the people that work there.
- Treat as assigned to deal team - - When you're on a deal team, treat customers, clients, buyers, sellers etc... in the Deal/Project/Property as if they are assigned to you.
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.) Scroll down to the Assistant section and tap on Smart Suggestions to expand the section.