Cloze CRM Review

Cloze CRM logo

We take a Cloze-r look at one of the hottest CRM tools on the market

cloze review


  • 14-day free trial available for all plans
  • User-friendly and highly customizable display
  • Free version available
  • Innovative contact searching tool
  • Automates key reminders
  • Wide range of app integrations


  • Importing new contact data can be clunky
  • Could be too over-simplified for businesses looking for an advanced CRM system

At a glance

With a free plan and a colorful, straightforward interface, Cloze is a safe bet for small businesses that are new to CRM. It’s not without its shortcomings, however – and for the juiciest features, you might need to look elsewhere.

What is Cloze?

Cloze is dedicated, cloud-based, mobile Customer Relationship Management (CRM) software. Integrating with the apps you use everyday, it’s a central hub for all your business’ most valuable information. As one of the most popular CRM solutions for affordability in the US, Cloze’s slick software puts all of your team on the same page, covering projects, deals, and is a top CRM for automating your marketing – and that’s not all it can help you with.

But how do its features stand up to scrutiny, and how will its software benefit your business? What will it cost you – and is it really worth it? Read on for our full review, or fill out our free quote-finding questionnaire to receive tailored CRM offers and advice from top software suppliers.

Quick facts

  • Founded in 2012 by Dan Foody and Alex Cote
  • Headquartered in Somerville, MA

Cloze CRM Features and Benefits

cloze crm features and benefits

Cloze sets out your day’s workload in a refreshing, digestible display

Cloze certainly looks good. Its display isn’t just intuitive – it’s colorful, and a genuine pleasure to look at. And when you’re spending all day looking at a computer screen, that’s a huge plus.

However, we’re reluctant to judge a book by its cover – so what does Cloze actually do? Let’s take a look.

✔ Eliminates data entry

Cloze pulls all your contacts into one place. It keeps tabs on your emails, phone calls, documents, and meetings, putting all your key lead and client info in one handy place – right at your fingertips.

Better still, Cloze also works seamlessly with most social media platforms, creating contacts out of people that have engaged with you online. And the best part? It’s all automatic – so you won’t even have to lift a finger.

✔ Sends automated reminders

Humans aren’t elephants – humans are humans, and we forget things. That’s why Cloze is great for making sure you never miss a meeting, or a follow-up phone call with a client. Its clever learning algorithm sends a prompt when it’s time to pick up the receiver – so you won’t have to see that big deal slip through your fingers.

Interested in implementing a CRM solution like Cloze?

✔ Improves team collaboration

Cloze’s clever interface helps take the work out of working together. No matter where your team members are in the world, you’ll know exactly who last called who, and what the latest actions were. No more treading on toes, just plain sailing from here on out – no matter how many oceans there are between your team members. This is one of the reasons it’s such a suitable CRM for travel agencies.

✔ Prepares you for meetings

We’ve all been there – that last minute scramble for notes as you head into an important meeting. But don’t stress – Cloze gets you up to speed with everything you need to know, before the panic sets in. With refreshers from emails, calls, social media, and past meeting history, you’ll be able to pick up right where you left off.

What is cloud-based software?

Cloze’s CRM software is cloud-based. This means that, because all your business’ data is stored ‘in the cloud’ rather than on your computer, you can log in from anywhere (well, maybe not the middle of the Gobi Desert – you’ll still need an internet connection). Cloud-based software lets you (or anyone in your team) jump into your CRM from whatever device you want, whenever you want.

Cloze Pricing

Cloze comes with four pricing plans, with a 14-day free trial available for each. But while its cheapest pricing tier does offer superb value for small businesses, is it right for you? How much bang are you really getting for your buck?

Let’s take a look.

Cloze Pricing

Free PlanCloze ProBusiness SilverBusiness GoldBusiness Platinum
Billed annuallyFree$17 per month$21 per user, per month$29 per user, per month$42 per user, per month
Billed monthlyFree$19.99$24.99 per user, month$34.99 per user, per month$49.99 per user, per month
Concierge Service: $10 per user, per month

Free Plan

There’s no such thing as a free lunch, but free CRM is a thing. Yep – all Cloze plans come with a free 14-day trial. After that, you’ll have to either pick a plan (and enter your credit card details), or Cloze will downgrade you to its free plan. This free plan includes:

  • Intelligent social media feed organization
  • Gmail, Microsoft, Yahoo! and iCloud integration
  • Simple contact searching and unified view

Cloze Pro

Also known as the plain baloney sandwich of Cloze’s paid pricing plans, this cheapest plan is light on the wallet. But it’s also (understandably) the lightest on features, too. Here’s what you can expect:

  • Automatic reminders
  • Email, call, files, and calendar organization
  • Reusable email templates
  • Automated activity tracking and analytics
  • Unified contact management

Business Silver

Add some mustard and a bit of lettuce to that sandwich, and you’ve got Cloze’s Business Silver plan. It’s billed per user, per month, which can make it a pretty sizeable step up in price if you’ve got a big team.

If you do fancy plumping for this plan, though, you’ll get all the features of Cloze Pro, plus:

  • A team-wide view of all communication for every project and contact
  • Easy assignment of responsibilities to people and companies
  • The ability to track your team’s progress against their to-dos
  • Improved privacy management settings

Business Gold

Looking to add the Midas touch to your growing business? Cloze’s third pricing plan includes everything you get with Business Silver, and boasts even more features to boot. We’re talking:

  • Pipeline engagement and analytics
  • Business anniversary reminders
  • A range of business app integrations, such as MailChimp and Salesforce
  • The ability to track partners across a wide range of projects
  • Drag-and-drop task reassignment to balance your team’s workload

Business Platinum

The pinnacle of Cloze’s pricing plans is the whole hog – every feature the CRM has to offer, for a premium. As well as all of the above, you can expect an advanced tableau of features, not limited to:

  • Team management by territory, region, or role
  • Simple matching of projects with customers (and vice versa)
  • Personalized texts and emails based on the country (or language) of client
  • Smart and automatic lead capturing
  • Historical business activity preservation, to protect against data loss
  • Better configuration and compliance settings

Concierge Service

This fancy-sounding add-on provides personalized training and support for your business. As well as priority email support and phone-based issue resolution, you’ll get your own customer success manager, plus two training sessions a month.

Sound good? We think so, too. However, like the penthouse suite or the biggest flat iron on the menu, luxury comes at a price. Adding Concierge Service to your Cloze membership will set you back $10 per user, per month.

If that doesn’t sound like much, think again. You need to already be paying a minimum of $250 to qualify for this add-on. Even with the cheapest plan, that’s 12 users – which means Concierge Service alone will cost you at least $120 a month.

If you’re a big business that’s already scaling with Cloze, then perfect – go ahead and take the plunge. But if you’re a smaller business, it’s likely that the price point here will make Concierge Service an unnecessary – and unaffordable – expense.

Interested in implementing a CRM solution like Cloze?

Cloze Reviews

Opinions are like belly buttons – everyone has one. And unlike belly buttons, most people love to share them. While opinions can be irritating (especially when trying to avoid your colleagues’ latest Game of Thrones recaps), they are useful when it comes to reviewing a product like Cloze.

We took to the internet to see what users of Cloze CRM are saying about it.

There’s the good:

“Excellent CRM platform for staying on top of your sales game!”

“Cloze does an incredible job of helping me stay on top of my to-do list, while also giving me insight into where my time is being spent. It has been an invaluable tool for helping me invest my time in the appropriate places.”

  • Bryan, Cloze customer

“Best CRM ever”

“Easy to use. Smart, not bloated. Does the work for you, and keeps contacts up to date. The email templates are the best I have ever used, and it is very cost effective. Cloze is much better than Salesforce and Infusionsoft, as they are big and expensive.”

  • Leith, Cloze customer

And the bad

“Works well, but I ditched it for its competitor”

“It’s basically over-simplified, with no stand-out features. You could use hundreds of other applications that do more, and are just as cheap. I couldn’t find a place for it in my repertoire of other applications.”

  • Erin, Cloze customer

Then the downright boastful!

“Cloze got me my reputation as the Queen of follow up and task management”

“[Cloze] is an integral part of how I manage my tasks and communications. It connects directly to Evernote, so I have clear notes from every meeting and phone call. I can track my interactions with people in there to easily find a thread of conversations, and am also able to manage contacts across different categories.”

  • Jacqueline, Cloze customer

This anonymous user is particularly honest:

“Easy to set up, makes getting to inbox zero a reality!”

“My favorite feature of Cloze is being able to send one email to several people, and make it look as though it’s a direct email to each individual. I also love being able to set up email templates based on one I’m already creating. That said, the cost is a little high, and to be honest, it’s a cost I reconsider every month. Even with that, though, I’m still a user!”

  • Candid Cloze customer

While this one offers particularly insightful pros and cons into the usefulness of Cloze’s interface and feature set for realtors:

“Intuitive, seamless CRM for real estate”

“Cloze is the only CRM I’ve tried that’s ready to go “out of the box”. It integrates seamlessly with G Suite email, intuitively prompts you on clients that you need to reach out to, and tracks all the deals that you have on the go. It’s loaded with other automation features, and the email tracking is another bonus.

“[However,] the UI (user interface) feels ever so slightly outdated, and can appear cluttered. The analytics portion lacks the ability to track Gross Commission Income, which can be insightful. It would be great to see better integration with other platforms, such as logging calls and text messages from iPhone, or WhatsApp.”

  • Shirley, Cloze customer

Up next: The Best CRM Software for the Real Estate Industry

Expert Verdict

Above all, what Cloze does well is recognize the importance of your customers. Cloze’s software is mobile, versatile, and super simple to get to grips with. It streamlines your workload, and helps you get the best out of your contacts and staff. Its free plan also makes it accessible – though you’ll have to sacrifice a chunk of features.

Put simply, Cloze ticks all the boxes for a SMB CRM. Larger businesses, however, might be better served by more innovative feature-rich CRM systems, such as Microsoft Dynamics 365 or Salesforce.

It’s crucial to pick the right CRM for the unique needs of your business – so let us help. If you’re based in the US and have at least one employee, you’re eligible for free CRM quotes. It takes just 30 seconds to fill out our form, and you’ll receive custom quotes from the right suppliers for you. Oh – and it’s free!

Written by:
Rob Binns
Rob writes mainly about the payments industry, but also brings to the table industry-specific knowledge of CRM software, business loans, fulfilment, and invoice finance. When not exasperating his editor with bad puns, he can be found relaxing in a sunny (socially-distanced) corner, with a beer and a battered copy of Dostoevsky.
Reviewed by:
James thinks all businesses can improve if they use the right technology. At Expert Market, he utilises his 4+ years experience as a researcher to offer specialised advice on a wide range of categories from CRM to Fleet Management.