Cloze

Overview

Cloze is a CRM for professionals who want contact relationships and their email activity managed together, rather than maintaining a separate address book and follow-up system. It is most compelling for email-led work and small teams that need shared CRM features; the free tier is a useful starting point, but substantial customization and business controls sit behind paid plans.

Key features

Relationship-focused contact management

Cloze brings contact information together with email, meetings, calls, messages, notes, files, and other activity. That makes it a better fit for tracking ongoing relationships than a contact list alone, while reminders give follow-ups a place in the workflow. Imports cover Google Contacts, Exchange Contacts, Office 365 Contacts, iPhone and Android contacts, CSV, Excel, and vCard, so users can bring in contacts from several common sources.

Email tools and connections

Email sync works with 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 Cloze useful for people who manage outreach from their inbox. Connections include Google and Microsoft services, Dropbox, Slack, RingCentral, Zapier, Salesforce, Dynamics, HubSpot, and Mailchimp. The breadth is a strength, though the value of that ecosystem will depend on which services a user already relies on.

Mobile, API, and security

Cloze has apps for iPhone, iPad, Android phones, and tablets, plus a Chrome add-on and an API. Public integrations require OAuth 2.0, while API access uses key authentication. Cloze says sensitive data is encrypted so its employees cannot see user information. It also says its AWS hosting is supported by 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 those administrative controls.

The iOS call-and-text sync app has an important boundary: it syncs call history available on the iPhone and supports SMS, iMessage, and WhatsApp messages, but not photos or attachments. Users who depend on those attachments being part of a relationship record should account for that gap.

Pricing

The Free plan costs nothing and includes contact management and an email inbox. It is the sensible way to start, but its stated scope is narrower than the paid plans, so users who need team features or larger customization limits will need to upgrade.

Cloze Pro costs $17 a month 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. This suits a solo professional who wants more structured CRM and email workflows without paying for a team tier.

Business Silver costs $21 a month per user billed annually, or $24.99/user month-to-month, and adds team features for small businesses. Business Gold costs $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. Gold is the clearer fit for teams whose shared workflow needs more room for tailored records and messaging.

Business Platinum costs $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, making it the tier for larger customization needs or organizations that need its enterprise controls. Cloze Pro and Business trials last 14 days and require no credit card details.

Concierge Service is an add-on to any plan at $20 a month per user, with a $500/mo minimum. It includes priority email support, training, a customer success manager, and help with imports, campaigns, integrations, and configuration. The minimum means this support package is aimed at customers with a meaningful onboarding or configuration workload, not an individual seeking occasional help.

Platforms

Cloze supports Android, iOS, macOS, web, and Windows, as well as a browser extension and API. The combination suits users who move between desktop and mobile, although the iOS syncing limits matter for people who expect message attachments to follow call and text records.

Who it's for

Cloze is a strong candidate for solo professionals and small businesses whose work depends on remembering conversations, managing email follow-ups, and keeping contact activity together. Its relationship-management focus also aligns with real estate work. It is less suitable for someone seeking only a basic contacts app, or for teams that need call-and-text attachments synced into Cloze.

Pros and cons

• Pros: Contact records are supported by a broad mix of email, message, meeting, call, note, and file activity, which helps users follow a relationship over time.
• Pros: Email sync covers major providers and IMAP, with tracking, reminders, templates, mail merge, and scheduling for outreach-heavy workflows.
• Pros: Business tiers scale customization limits and add team or enterprise controls, while 14-day trials require no card details.
• Cons: Team plans are priced per user, and advanced field, segment, and template limits require higher tiers; costs can rise as a team grows.
• Cons: iOS call-and-text sync excludes photos and attachments, leaving some mobile conversation context outside the record.

Alternatives

Consider Pobuca Connect if a free contact-management option is the priority; its free access is advertised, though registration is by invitation. ContactsPlus is worth considering for a free cross-platform contacts service: its free plan supports one synced account, up to 1,000 contacts, and daily sync. Choose KADO if interactive digital business cards and contact capture are the main need; its free Networker Lite plan is for one user. OfficeClip Contact Manager may suit someone looking for a free forever standard edition with no user or time limit. UpHabit is an alternative for personal relationship management, with a free plan that manages 10 relationships while allowing unlimited contacts. Cardhop is another option for users focused on contact management on iOS and macOS. ConnectMachine may fit a workflow centered on digital cards and card scans; its free plan includes up to four cards and three physical card scans. Memotoo is an alternative for users wanting a free plan with capped amounts of contacts and other personal data.

Browse Contact Management Software, CRM Software, or Real Estate CRM Software for more options by category.

Verdict

Choose Cloze if your work depends on maintaining relationships through email and follow-up, and you want contact activity consolidated with CRM tools rather than scattered across apps. Its broad email support, reminders, and scalable team plans are persuasive strengths. Look elsewhere if the per-user business pricing does not suit your team or if synced iOS messages need to retain attachments.