# Cloze Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Cloze the right CRM solution for you? Explore 16 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186061/Cloze/reviews --- Cloze 4.4 (16) [View alternatives](https://www.capterra.com/p/186061/Cloze/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Cloze Ease of use 4.3 Customer Service 3.9 ## Showing most helpful reviews Showing 1-16 of 16 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Brandon S. Founder Legal Services Used the software for: 2+ years ### "Passive CRM that Just Works without need for Data Entry" February 27, 2024 4.0 Closest thing to set it and forget it you will find in a CRM. It's not Salesforce by any means but so much easier to use in your day to day and pasively track communications with leads and clients. Pros I like it is a 'passive' CRM that automatically picks up contact data from various sources like my email (both exchange and gmail), Linkedin, Mobile, Ringcentral, etc. Will search emails for updated contact info (e.g. new numbers) - syncs my personal and business contacts. Cons Too much focus on their core audience (real estate agents), some basic features (e.g. SMS tracking) locked behind more expensive plans, loss of twitter tracking. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Insightly](https://www.capterra.com/p/130671/Insightly/)[Clio](https://www.capterra.com/p/105428/Clio/)[Lawmatics](https://www.capterra.com/p/177717/Lawmatics/)[Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reason for choosing Cloze Passive CRM on Cloze just works without stress or set up effort. Other products required investment in time and ongoing data entry. Review Source EB Erin B. eRetail Consultant Retail Used the software for: 1-2 years ### "A great combo CRM / productivity tool" March 30, 2021 5.0 Very good. I'm impressed that I used it for almost 2 years. Pros Great for tracking leads, project timelines, contacts & interactions, and emails. Definitely one of the easier CRM tools that I've used -- I didn't need to read instructions or request help for it. ever. Cons I needed something more robust for time management and better prioritize urgent & important tasks. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Cloze Way easier to setup and use -- didn't require help guides or FAQs to get going. Review Source KS Kathleen S. Attorney Law Practice Used the software for: 6-12 months ### "Would be great - IF I DIDN'T HAVE TO REINSTALL IT EVERY FOUR MONTHS" August 16, 2025 1.0 I really wish it actually WORKED. Have been on support calls before, basically every six months trying to get this to KEEP WORKING. I don't know if they realize that they send customers into a friggin' LOOP by directing them back to the same non-responsive pages that don't answer why this program suddenly stops working for no reason Pros This could be a great product - IF IT WORKED. I have used this program and as a small business, they don't seem to realize that not everyone has a dedicated IT dept waiting to FIX THEIR ERRORS. Cons Every three to four months, it will require you to reinstall the program, then reinstall itunes, and you have to reset up everything OVER AND OVER AGAIN. Review Source DH David H. Founder Publishing Used the software for: 2+ years ### "Zen like contact manager" November 19, 2020 5.0 Cloze is very elegant and easy to use. Going through emails and scheduling follow-ups is just very easy and natural. Templates for follow-up are a breeze. If you find most sales manager systems are overly complicated and working against you then Cloze could be your system. Pros Cloze is very easy and joyful to use. The program does the things required of a sales manager system very well but is not cluttered and overdone like so many sales systems. Cloze is email first but still good for phone work and note taking. Cons Cloze is a bit focused on Gmail integration and I use another email service that doesn't read my emails (the xyz). This means on rate occasion, I have to use the web email interface to search something. Alternatives considered [Act!](https://www.capterra.com/p/175860/Act/)[Freshsales](https://www.capterra.com/p/155563/Freshsales/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Cloze The user flow was so much easier and more effective and price is reasonable. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) For a simpler, fresher and more effective interface. Review Source CF Connie F. President CEO Non-Profit Organization Management Used the software for: 2+ years ### "Easy to Use CRM" December 14, 2021 4.0 Great for myself, a little frustrating for team members. Some self training effort is needed to understand how it works. Pros Ease of use and onboarding/converting from another system. The phone app is great. Cons A little difficult to use as a group. The fact that contacts don't ever go away if any one team member receives or sends an email to a contact that contact pops right back into the database. Alternatives considered [YourMembership](https://www.capterra.com/p/76329/YourMembership/)[WildApricot](https://www.capterra.com/p/76116/WildApricot/)[ClubExpress](https://www.capterra.com/p/42550/ClubExpress/)[MemberPlanet](https://www.capterra.com/p/131768/MemberPlanet/) Reason for choosing Cloze Cost, ease of implementation, decoupled web-site and other functions and CRM Review Source PKF Prince Kwato F. CEO Insurance Used the software for: I used a free trial ### "Beautiful and exceptional" May 14, 2019 5.0 It took us no time to start using the software as mobile import is as fast as lightening. My team and I do admire the talents of the developers. Pros Ease of use; simplified and clean user interface; perfect contact management and classification; unified communication history on customer profile - email, calls, SMS; individual and company performance rewiews; powerful analytics of activities; complete mobile application with eceptional synchronisation and automatic call and sms logging; team less effort with more result; collaboration; customisation and much more. All the big names that we have used would have required us tons of other softwares to give the same result. Cloze is the best. Cons Absence of support that can make the customisation process difficult Alternatives considered [Zendesk Sell](https://www.capterra.com/p/199865/Zendesk-Sell/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Cloze Zendesk is almost three times expensive and hubspot has a a less complete mobile app Review Source JT Jess T. SSM Real Estate Used the software for: 1-2 years ### "Cloze CRM is a tech dream" September 20, 2024 5.0 We use this as our main CRM for our company. I train on how to use it. Pros There is so much you can do with Cloze! The templates, the AI integration are all amazing Cons It is way to techy for someone who wants to keep it easy Review Source Jacqueline S. Communications Manager Marketing and Advertising Used the software for: 2+ years ### "Cloze got me my reputation as the Queen of Follow up and task management" May 26, 2019 5.0 I am really great at following up with potential clients, I have multiple templates to send a quick reply or note to people and can snooze an email till I need it. This has allowed me to grow my client base and follow up with former clients regularly. As an integral part of how I manage my tasks and my communications it works extremely well. Pros This software allows me to get all my email in one place for multiple organizations. It connects directly to evernote so I have clear notes from every meeting and phone call. Receipts and confirmations are easily sent to evernote for reference. I track my interactions with people in there and can easily find a thread of conversations. I am able to manage contacts in different categories so that I am seeing what matters at a particular time. It also reminds me it is time to connect with someone based on a frequency I set for that contact category. Cons I wish it still tracked interactions in Social Media and messaging. I don't like the way it manages projects and would like a better integration or clearer instructions on integrating it with Asana or Trello (with the way I manage my inbox with this and Evernote I would be unstoppable if it also integrated with one of these!) Or if it could capture a todo out of an email that left the email attached, that would create a better workflow for me. Some of my clients/partners I run multiple projects with so I would like to be able to assign a particular project to an email and a todo item. Review Source Shirley "Sokes" Y. Broker Real Estate Used the software for: Less than 6 months ### "Intuitive seamless CRM for real estate" December 25, 2019 5.0 Cloze was the only CRM that I went back to after test driving a slew of other real estate based platforms. So far, I'm happy with how solid and streamlined it is. Keeps me on top of clients and deals. Pros It's the only CRM that 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 related to a transaction that's in your pipeline and the email tracking is another bonus. Cons The UI feels ever so slightly outdated and can appear cluttered. The analytics portion lacks the ability to track and Gross Commission Income, which can be insightful. Would be great to see greater integration with other platforms, such as logging calls and text messages from iphone or whatsapp. Review Source Lilian B. Actress Performing Arts Used the software for: 6-12 months ### "Cloze for you" December 14, 2019 5.0 I love Cloze. I have it for both work and for personal use. Highly recommend it. Pros I love that I can keep track of all my email correspondence with clients. And let's me know that my email has been opened. I can also connect it to several email addresses that way I only have to check them in one place. Cons Connecting your social media or other email outlets I have were hard to get done the first time because it wouldn't connect. Review Source KR Karey R. Owner Food & Beverages Used the software for: 2+ years ### "Powerful CRM that's easy to use" August 22, 2024 5.0 I use it daily to track communicatin with key clients. Pros Easy communication with key clients, great CRM! Cons Taking the time to go clean up clients that have moved on or changed positions. Review Source VR Verified Reviewer owner Airlines/Aviation Used the software for: 2+ years ### "Absolutely the best CRM on the market." May 17, 2022 5.0 Pros It is designed with a very intuitive UI. It connects to all accounts, including some phone systems, without IT involvement. It pretty much works on its own and creates agenda that you follow. I have never missed anything that I had to do. Without it, I would be lost. Cons There are no cons. This system is PERFECT! Review Source CB Chandler B. Project Manager Construction Used the software for: 6-12 months ### "Great CRM" December 1, 2022 5.0 Cloze keeps our leads organized and keeps us honest about follow up. Pros Cloze makes it easy to track inbound leads and keep up with them as they move through the sales process. We have created an extensive network of clients and potential clients using cloze and it all feels organized. Cons As with any software, there are integrations that would take it to the next level. Cloze doesn't integrate well with our phone service or project management software. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Cloze Price and viability for our needs Switched from [Contractor Foreman](https://www.capterra.com/p/166113/Contractor-Foreman/) Cloze has way better automation for leads Review Source VR Verified Reviewer Principal Marketing and Advertising Used the software for: 2+ years ### "Easy to set up, makes getting to inbox zero a reality!" August 30, 2019 4.0 Pros Tons of features to help you customize when you want emails to show in your inbox, reminders to follow up, etc. My favorite feature, though, is being able to send one email to several people and make it look like 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. Cons 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! Review Source ES Emily S. Marketing Administrator Financial Services Used the software for: 2+ years ### "The Hidden Gem in the CRM world which you've been waiting for" January 24, 2022 5.0 It's ideal for small businesses starting out on the CRM journey. If used correctly it can be scaled to significant revenue/product targets Pros Its integration with the email (Google) and how it propagates the messages in the CRM system itself Cons At times the dashboard seems cluttered, trying to do too many things on one screen Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Cloze Price along with significant functionality Review Source Swadesh P. Marketing Manager Environmental Services Used the software for: Less than 6 months ### "Complex and costly" February 13, 2022 3.0 Pros Cloze has a lot of good features but it got costly as we added more team members. Cons A lot of the features were complex and not easy to understand. 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