Cloze Relationship Management Reviews

Overpriced for my needs

ShortsWeather

Worked great at first but now it’s too pricey to bother renewing even though biz has boomed since the pandemic began. Already deleted the app as I have no need for it.

Great concepts but buggy and slow. Even when the iPhone worked I’d have to refresh multiple times and could take 15mins to sync. The app was ok for several months. It was hard to setup and way too many functions. Needs to be simplified.. we don’t want to work on your software all the time. It should be easy and just work. Drop all the bells & whistles because it just makes it slow and buggy. Then I was playing with the phone sync settings and then my iPhone wouldn’t sync. I spent hours doing what they website said to do to fix. Nothing.. multiple emails of them telling me to do what I had already done. Spent another two hours do exactly what they said. Still won’t work. It’s just crappy software with support that wants to send you a link to something you have already tried.

Can’t cancel

uscarlots

Beware I’ve tried to cancel my account but it only produces an error message when you try. You cannot delete your credit card information or cancel your account. Please end my subscription immediately.

Incredible tool for any busy real estate professional

Betttka

I was hesitated to use close again since I use it two years ago and it was hard for me to navigate through the email inbox. Since then, Cloze has added a lot of features that are absolutely incredible and must-have. I went through a period of two years of searching for the best CRM system and I finally found it. It’s not perfect, there are glitches here and there but the customer support will literally respond within an hour. The system offers everything top realtor would need in one place: email, contact management, follow up system, transaction management, etc. Incredibly happy with this tool!

Best CRM for Mobile Users!

BigRell234

I have used various CRM softwares such as Salesforce, Zoho, Method, etc. and Cloze is the best for small businesses!

Very misleading….

robertmrome

Does not play well with iOS. Claims that it will sync Verizon calls and messages but fails to tell you that you have to disable iCloud backup and switch it to backup on your computer and sync with the computer to get these details…..

Best CRM for Ninja Realtors

Ninja selling disciple

Hands down THE BEST MOST SUPERB CRM. If you attended the Ninja selling installation and am a practicing Ninja your search stops here Bravo Cloze for implementing Larry Kendall’s Ninja Selling method which is considered the holy grail of real estate training

Best kept secret

shmueliFan

This app is one of the most powerful CRM systems on the market. It has so much functionality built in and most of the Magic happens automatically!!!!

Major Flaws - Poor Sync - Missing Info

ChrisHonestReview

My team of six have been using Cloze for over two years, and I am impressed with much of the functionality, however there are major flaws that unfortunately lead to data loss, confusion amongst team members, and difficulty assisting customers. These flaws require me to spend at least a few hours a week fielding questions/complaints from team members and troubleshooting. I imagine that the positive reviews are from those who have not been using Cloze for long enough to discover the flaws, or from those who do not work with customers as a team. Cloze may respond by asking me to email, however I have already discussed this with them at length. If anyone would like more information, there is a Cloze Facebook Group. FLAW #1: For every customer contact there is a team version, plus there is a separate local version for each user. One would think that all versions would be synced, but some changes do not carry over to local versions, leaving them with outdated data. Also, Cloze scrapes contact information from emails, but many times this contact information results in the creation of a new local contact instead of an update of the current contact. So over time every one of the many local versions for the same customer could end up with completely different phone numbers, email addresses, and other data. When users with incorrect or outdated data work on a contact, Cloze will sometimes pull that data back into the team version. This can cause one of three problems: 1) Team members call the wrong number or email the wrong email address. 2) Previously removed data is blocked, in which case Cloze creates a duplicate contact, and if users delete the duplicate contact, emails and other items previously linked to that contact can be delinked, some of which will be lost forever. 3) Different contacts with a common email address or phone number can be merged, and if this happens some important data is irrecoverable. Assigning and using action items help, but do not work consistently. You have to know to look for action items, they only sync one contact at a time, they require input, and they could actually be syncing incorrect and outdated data. Most troublesome is that nothing will make the removal of data sync. The only reasonable solution seems to be to access every user's account and manually input matching data. When you have multiple users, this is extremely tedious. Cloze has said that they are trying to allow for privacy and to prevent data from being deleted, however I would think that most would prefer that data is synced real-time automatically, and backups are a far better solution. FLAW #2: Cloze offers the ability to set up sharing, so that users can view each other's customer interactions (emails, calls, texts, etc). The majority of the time this sharing works well, however it sometimes does not. This could be due to the aforementioned flaw, or because the correct settings were not chosen (several settings on each contact must be correct to ensure a contact is shared), or because interactions do not always carry over from the "person" to the "company". When you come to rely on being able to view all interactions, and suddenly some are missing without your knowledge, it makes it difficult to effectively work as a team to assist customers. Cloze has agreed that these issues are problematic, and has even told me that fixes were slated, but years go by with no fixes. My hope is that this gets the attention of the decision-makers, and the flaws are fixed, because I know that Cloze could be a superb CRM that I would be happy to recommend to my hundreds of associates, and because after spending countless hours importing data, and using Cloze for two years, we are essentially stuck, since not all data can be bulk exported.

Personal CRM

Swaybelly

I have tried a bunch of CRM solutions. Cloze is by far the best. Using Ai to prompt me to keep in touch is very helpful. Having the context from my notes, Facebook and LinkedIn makes my outreach meaningful, quick and easy!

Cloze Relationship Management Reviews – Page 5