Cloze

Cloze is a relationship-focused CRM for professionals who want a running view of contact activity alongside email and follow-up reminders. It is a stronger fit for email-led relationship work than for buyers seeking only a basic address book; business tiers add team features and administrative controls.

Overview

Cloze brings emails, meetings, calls, files, notes, messages, and contact activity together around the people a user works with. That relationship-centered approach can help keep follow-ups connected to past interactions instead of scattered across separate records. Reminders and a substantial set of email tools make it particularly relevant to people who manage ongoing client relationships.

The free tier covers contact management and an email inbox. Paid plans increase customization limits and add business capabilities, but the step from an individual plan to per-user business pricing matters for teams. Cloze is proprietary, not open source.

Key features

Relationship records and email

Cloze automatically organizes activity across contacts, and accepts imports from Google Contacts, Exchange Contacts, Office 365 Contacts, iPhone and Android contacts, CSV, Excel, and vCard. That range gives new users several ways to bring existing contact lists into the service. Follow-up reminders complement the activity view, though the feature set is most compelling when users want to work from email as well as maintain contact records.

Email sync 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 support recurring outreach and follow-up. Connections include Google and Microsoft services, Dropbox, Slack, RingCentral, Zapier, Salesforce, Dynamics, HubSpot, and Mailchimp, making Cloze relevant to users who need it connected to other business tools.

Mobile, browser, and administration

Cloze provides iPhone and iPad apps, Android apps for phones and tablets, a Chrome add-on, and an API. The API uses API-key authentication; public integrations require OAuth 2.0. The iOS call-and-text sync app can sync call history available on iPhone and supports SMS, iMessage, and WhatsApp messages, but not photos or attachments. That limitation matters to anyone expecting a complete record of mobile conversations and their media.

Cloze says sensitive information including email, messages, and passwords is encrypted so its employees cannot see user information. It is hosted on AWS, which the company describes as holding certifications and audits including PCI DSS Level 1, ISO 27001, FISMA Moderate, HIPAA, and SAS 70 Type II. Business Platinum adds customizable roles, enforced two-step authentication, export controls, and enterprise single sign-on support for organizations needing more administrative oversight.

Pricing

The free plan costs nothing and includes contact management and an email inbox. It is a sensible way to start with basic contact and inbox use, but the paid plans are where Cloze exposes its larger customization allowances and team capabilities.

Cloze Pro: $17 a month billed annually, or $19.99 month-to-month. This individual plan allows up to 10 custom segments, 25 custom fields, and 100 custom templates. It fits one person who wants more tailored organization and email workflows without team pricing.

Business Silver: $21 a month per user, billed annually, or $24.99/user month-to-month. A small-business plan with team features, it is the entry point for teams that need shared business functionality rather than an individual account.

Business Gold: $29 a month per user, billed annually, or $34.99/user month-to-month. It includes Silver and raises team limits to 20 custom segments, 50 custom fields, and 500 custom templates, making it the step up for teams whose workflows need more room for customization.

Business Platinum: $42 a month per user, billed annually, or $49.99/user month-to-month. It includes Gold, user archiving, and limits of 100 custom segments, 250 custom fields, and 2,500 custom templates, as well as enterprise controls. It is aimed at larger or more tightly administered deployments, but its per-user price is a meaningful commitment.

Concierge Service: $20 a month per user, with a $500/mo minimum. This add-on can be attached to any plan and includes priority email support, training, a customer success manager, and help with imports, campaigns, integrations, and configuration. The minimum makes it a team-level service rather than a modest solo upgrade.

Cloze Pro and Business trials run for 14 days and do not require credit card details. The paid monthly figures shown above are annual-billing rates; month-to-month rates are higher where provided. Business plans are charged per user, so team totals rise with seats.

Platforms

Cloze runs on Android, iOS, macOS, Windows, and the web, with a Chrome extension and API. The range suits people moving between mobile devices and desktop, while the iOS sync limitation is worth weighing for users who rely on attachments in message histories.

Who it's for

Cloze is best suited to professionals and small businesses whose work depends on maintaining relationships over time and who want email tools, activity organization, and reminders in one CRM. Individual users can start with the free plan or move to Pro for larger customization limits. Teams can choose Silver or Gold for team features and expanded limits, while Platinum is the better fit when administrative controls and user archiving are requirements. It is less suitable for someone who only needs a simple contact list or expects iPhone message attachments to sync.

Pros and cons

Pro: Broad email-provider support plus tracking, reminders, templates, mail merge, and scheduling make Cloze useful for people whose client work runs through email.

Pro: Imports span common contact services, mobile address books, and file formats, reducing friction when moving existing contacts into a CRM.

Pro: Business Platinum includes roles, enforced two-step authentication, export controls, and enterprise SSO support for organizations with stronger control needs.

Con: Business prices are per user, and annual-billing rates are lower than month-to-month rates, so larger teams or flexible monthly buyers face a higher ongoing cost.

Con: The iOS call-and-text sync app does not sync photos or attachments, leaving part of a mobile conversation history outside Cloze.

Con: The free plan is limited to contact management and an email inbox, so users seeking the broader customization and business capabilities need a paid tier.

Alternatives

For a different contact-management option, consider Pobuca Connect; its free access is advertised, but registration is by invitation. Blinq Email Signatures is a more focused choice if personal email signatures and digital business cards are the priority: its free plan includes one personal signature, two digital business cards, and unlimited sharing and contact creation.

OfficeClip Contact Manager is worth considering for a free standard edition with no user or time limit, unlimited upgrades, and unlimited file uploads. ContactsPlus suits someone looking for a free contact-syncing option with one synced account, a 1,000-contact cap, daily sync, and web, iOS, and Android apps. Haystack offers a free personal digital-card option with unlimited cards, shares, AI card scans, and contact and social additions.

Memotoo is an alternative for users who want a free personal organizer with capped quantities such as 50 contacts and 50 calendar events, or a Premium plan at $4.50 a month. CamCard has a free membership limited to 20 cards, with business pricing available on request. KADO is another alternative.

Browse more options in Contact Management Software, CRM Software, and Real Estate CRM Software.

Verdict

Choose Cloze if your work depends on ongoing relationships and you want contact activity, email tools, and reminders organized together, with room to grow into team plans. Its strongest case is the combination of broad email support and relationship-centered records; look elsewhere if you need only a lightweight contact list, want to avoid per-user business costs, or require iOS message attachments to sync.