--- title: "Cloze Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Cloze Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/186061/Cloze/" page_type: "product" language: "en" --- # Cloze Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 31, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Cloze ## What is Cloze? Integrated CRM with contact management, lead management, and relationship management features. ## What is Cloze used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 16 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $17 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Cloze?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.cloze.com/&name=Cloze) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Cloze 4.4 (16) VS. [4.5 (4,477)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $17 Flat Rate, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (16) Ease Of Use 4.4 (4,378) Value For Money 4.1 (16) Value For Money 4.3 (3,509) Customer Service 3.9 (15) Customer Service 4.4 (3,519) ## Cloze alternatives [4.4 (18,800)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (824)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/186061/Cloze/alternatives/) ## FAQs about Cloze Overview ### Which roles and teams benefit most from Cloze? Cloze is most used by founders, owners, and executives who need a unified view of contacts, follow-ups, and business relationships. Sales, brokerage, legal, and consulting professionals use it to manage client communications, while marketing and communications teams rely on it to track outreach, organize conversations, and maintain stronger engagement. Answer based on 16 reviews Overview ### What company size and specific industries is Cloze built for? Cloze is designed for small businesses and mid-market teams that need a CRM to centralize contact information without manual data entry. It suits sales, customer relationship, and business development groups across industries that rely on emails, phone calls, documents, and social media to track people and conversations. Features and Usability ### What are the key features of Cloze? Cloze offers contact management, email management, and calendar/reminder system features for tracking communications and follow-ups. It also includes task management, workflow management, and interaction tracking, plus reporting/analytics, document storage, lead management, forecasting, and API access for connecting related business processes. Integrations ### Which third-party tools and platforms does Cloze integrate with? Cloze integrates with Mailchimp, Microsoft 365, and RingEX. These connections cover email, calling, and contact updates, giving Cloze support for key communication and marketing tools used in day-to-day relationship management. Answer based on 2 reviews Getting Started and Support ### What training and onboarding options does Cloze offer? Cloze provides webinars and documentation to help teams get started. Webinars support live, guided instruction, while documentation offers written reference material for self-paced review of features, setup steps, and common tasks. Getting Started and Support ### What customer support options does Cloze offer? Cloze provides FAQ/Forum and a Knowledge Base for customer support. These self-service resources give users a place to find answers and troubleshoot common issues on their own. No reviewer feedback about support experience is available, so support quality, response time, and helpfulness cannot be assessed here. ## Features AI summary Based on 14,670 CRM reviews Capterra reviewers highlight these as the features buyers value most when choosing a CRM: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Cloze includes **Contact Management** and **Lead Management**, so teams can keep customer details organized and track prospects as they move through the sales process. However, it does not offer **Sales Pipeline Management**. Instead, it provides **Task Management** (**37%**), which can help users stay on top of follow-ups, reminders, and next steps. Together, these features help businesses maintain stronger customer records, respond to leads more consistently, and keep daily sales work on track. Contact Management 4.8 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.3 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Task Management 3.8 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Interaction Tracking 5.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Email Management 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Workflow Management 5.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Cloze 19 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Contact Management: Manage, organize, and store contact information - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (16) 4.5 Based on 16 reviews ## Pricing Value for money 4.1 (16) Free Trial Basic $17.00 Flat Rate,Per Month Value for money 4.1 (16) 4.1 Based on 16 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.9 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.9 (15) 3.9 Based on 15 reviews ## User reviews Overall rating 4.4 Based on 16 reviews Filter by rating 5(11) 4(3) 3(1) 2(0) 1(1) Mentioned topic Sorted by most recent KS Kathleen S. Attorney Law Practice ### "Would be great - IF I DIDN'T HAVE TO REINSTALL IT EVERY FOUR MONTHS" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 August 16, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JT Jess T. SSM Real Estate ### "Cloze CRM is a tech dream" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 20, 2024 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KR Karey R. Owner Food & Beverages ### "Powerful CRM that's easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 22, 2024 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Brandon S. Founder Legal Services ### "Passive CRM that Just Works without need for Data Entry" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 27, 2024 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/) Reasons 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CB Chandler B. Project Manager Construction ### "Great CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 1, 2022 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. Switched from [Contractor Foreman](https://www.capterra.com/p/166113/Contractor-Foreman/) Cloze has way better automation for leads Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Cloze Price and viability for our needs Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User owner Airlines/Aviation ### "Absolutely the best CRM on the market." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 17, 2022 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Swadesh P. Marketing Manager Environmental Services ### "Complex and costly" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 2/10 February 13, 2022 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ES Emily S. Marketing Administrator Financial Services ### "The Hidden Gem in the CRM world which you've been waiting for" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 24, 2022 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/) Reasons for choosing Cloze Price along with significant functionality Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CF Connie F. President CEO Non-Profit Organization Management ### "Easy to Use CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 December 14, 2021 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/) Reasons for choosing Cloze Cost, ease of implementation, decoupled web-site and other functions and CRM Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EB Erin B. eRetail Consultant Retail ### "A great combo CRM / productivity tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 March 30, 2021 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/) Reasons for choosing Cloze Way easier to setup and use -- didn't require help guides or FAQs to get going. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/186061/Cloze/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [HubSpot CRM vs Cloze](https://www.capterra.com/compare/152373-186061/HubSpot-CRM-vs-Cloze)