What do you like best?
Cloze does an incredible job helping me stay on top of my to-do's while also giving me insight into where my time is being spent. It has been an invaluable tool for helping me keep my investment of time in the appropriate places.
Some features worthy of noting:
Daily agendas reach my inbox and give me an at a glance view of what my daily priorities will be.
Automatically manages my contacts and estimates my relationships based on frequency of communication and diversity of topics discussed.
Gives me a single view into many aspects of people and their companies. View for social media activity and ledger of my activity with said person or company.
What do you dislike?
The interface has a minor issue when attempting to delete e-mails or agenda items that could use some further development. Functionally, the platform is incredible.
Recommendations to others considering the product
If you are looking for a CRM platform that has the capability to help you manage daily tasking, business develop needs, and general relationship management this is the platform hands down. I have used several major CRM platforms (name it and I have likely tried it) and Cloze is the best I have ever found.
What business problems are you solving with the product? What benefits have you realized?
Cloze is solving many problems for me. Cloze provides a platform that helps me manage daily tasking expectations. Additionally, it is helping me stay on top of my relationship maintenance with constant reminders to communicate with my clients (this includes lead development!!)