Cloze

Cloze is a relationship-focused CRM that organizes email, meetings, calls, files, notes, messages, and contact activity together. It connects with Gmail, Google Workspace, Microsoft 365 Outlook, iCloud, Exchange, Outlook.com, Yahoo!, AOL, and IMAP-enabled services. Email tools include open tracking, reply reminders, reusable templates, mail merge, and scheduled sending. Listed connections include Google and Microsoft services, Dropbox, Slack, RingCentral, Zapier, Salesforce, Dynamics, HubSpot, and Mailchimp. Cloze offers iPhone, iPad, and Android apps, a Chrome add-on, and an API; public integrations require OAuth 2.0. The free plan includes contact management and an email inbox. Cloze Pro is $17 a month billed annually, or $19.99 month-to-month. Business plans start at $21 per user per month billed annually. Pro and Business trials last 14 days without requiring credit card details. Cloze says sensitive information such as email, messages, and passwords is encrypted so its employees cannot see user information. Business Platinum includes customizable roles, enforced two-step authentication, export controls, and enterprise single sign-on support.

Cloze brings relationship and email activity into a CRM with mobile, browser, and API access. A free tier is available, while paid plans add options for individuals and teams; Business Platinum has additional administrative controls.

Cloze suits individuals or business teams looking to organize relationship activity alongside email and contacts. Its mobile apps, Chrome add-on, and integrations may suit people working across several services.

Cloze is a relationship-centered CRM that turns conversations and contact history into an ongoing record rather than a static address book. It is best suited to professionals and small teams whose work depends on timely email follow-up, while larger organizations can use its administrative tier. The main trade-off is that useful customization and team governance sit behind paid plans, and iOS call-and-message syncing has a clear attachment limitation.

Overview

Cloze, founded in 2012 by Dan Foody and Alex Coté, automatically arranges email, meetings, calls, files, notes, messages, and contact activity around the people involved. That approach favors relationship management over a simple directory and should appeal to users who need context before every follow-up. Reminders help turn that history into action, and contacts can be imported from Google Contacts, Exchange, Office 365, iPhone and Android address books, CSV, Excel, or vCard files.

The free edition provides contact management and an email inbox. Paid editions add larger customization allowances, team functions, and progressively stronger administration. Cloze is proprietary, with email synchronization and AI features included in its product offering.

Key features

Relationship and email workflow

Cloze supports Gmail, Google Workspace, Microsoft 365 Outlook, iCloud, Microsoft Exchange, Outlook.com, Yahoo!, AOL, and IMAP-enabled services. Open tracking, reply reminders, reusable templates, mail merge, and scheduled sending make it useful for correspondence-heavy work, not merely contact storage. Its integrations and connections include Google and Microsoft services, Dropbox, Slack, RingCentral, Zapier, Salesforce, Dynamics, HubSpot, and Mailchimp, giving teams routes to connect existing business systems.

Apps, extension, and API

There are apps for iPhone and iPad and for Android phones and tablets, plus a Chrome add-on that places Cloze on web pages. The API uses API-key authentication, while public integrations require OAuth 2.0. This combination suits users who move between devices or need to connect custom workflows without abandoning the central relationship record.

Security and call syncing

Cloze says sensitive information, including email, messages, and passwords, is encrypted so its employees cannot view user information. It hosts the service on AWS and describes AWS certifications and audits including PCI DSS Level 1, ISO 27001, FISMA Moderate, HIPAA, and SAS 70 Type II. On iOS, the call-and-text sync app can bring in iPhone call history plus SMS, iMessage, and WhatsApp messages, but it does not synchronize photos or attachments. That is a meaningful gap for relationships where media is part of the record.

Pricing

The Free plan costs $0.00 and covers contact management and an email inbox. It is a sensible starting point for a solo user who needs organized contacts and basic email access, but it does not provide the paid plans' stated customization or team allowances.

Cloze Pro costs $17 per month when billed annually, or $19.99 month-to-month. It is an individual plan with up to 10 custom segments, 25 custom fields, and 100 custom templates. Choose it when those limits are enough and team administration is unnecessary. Pro includes a 14-day trial without requiring a credit card.

Business Silver is $21 per user per month billed annually, or $24.99 per user month-to-month, and adds team features. It is the entry point for a small business that needs shared working practices rather than a solo workspace. Business Gold costs $29 per user per month annually, or $34.99 month-to-month; it includes Silver and raises allowances to 20 custom segments, 50 custom fields, and 500 custom templates.

Business Platinum is $42 per user per month billed annually, or $49.99 month-to-month. It includes Gold, user archiving, up to 100 custom segments, 250 custom fields, and 2,500 custom templates. Customizable roles, enforced two-step authentication, export controls, and enterprise single sign-on support make Platinum the appropriate choice when governance matters.

Concierge Service is an add-on to any plan at $20 per user per month, with a $500 monthly minimum. It provides priority email support, training, a customer success manager, and assistance with imports, campaigns, integrations, and configuration. Business trials, like Pro, last 14 days without card details.

Platforms

Cloze supports Android, iOS, macOS, Windows, web access, a browser extension, and an API. The broad device coverage is valuable for users who switch between desktop and mobile, while the API and Chrome add-on extend it beyond the main apps.

Who it's for

Cloze is a strong fit for consultants, sales professionals, relationship-driven operators, and real-estate users who need a continuous view of correspondence and reminders. Small teams should consider Silver or Gold for shared capabilities; organizations with strict identity and data controls should look at Platinum. It is less suitable if you require iOS-synced attachments or only want a lightweight address book.

Pros and cons

• Pro: Broad email-provider support and practical tools such as reply reminders, mail merge, templates, and scheduled sending support active outreach.
• Pro: Contact imports, mobile apps, browser access, integrations, and an API make Cloze adaptable to established workflows.
• Pro: Platinum supplies roles, two-step enforcement, export controls, archiving, and enterprise SSO for governed deployments.
• Con: Meaningful customization and team capacity increase sharply in price, with per-user billing on business plans.
• Con: iOS call-and-text synchronization excludes photos and attachments, limiting the completeness of some relationship records.

Alternatives

If your priority is a digital-card workflow rather than a full relationship CRM, BizConnect offers a free tier with up to 50 cards per day and a $9.99 monthly plan with unlimited scans and one licence. ContactsPlus is a better fit for straightforward multi-device contact syncing, with a free plan covering one synced account and 1,000 contacts. For digital business cards and sharing, Haystack, HeyDrop, and KADO focus on card-based networking. Cardhop is an iOS and macOS contact option, while Memotoo combines contacts with broader personal information management. Blinq Email Signatures is the narrower choice when signatures and digital cards, rather than CRM activity, are the goal. Browse Contact Management Software, CRM Software, or Real Estate CRM Software for category-wide comparisons.

Verdict

Choose Cloze if your work depends on remembering people, conversations, and next steps across email and devices. Its relationship timeline, email automation, integrations, and scalable business controls are the core reasons to pay. Look elsewhere if you need a cheaper contact utility, a card-sharing service, or complete iOS synchronization that includes attachments.