Cloze Relationship Management vs Clay: Contacts + CRM Usage & Stats
"Best Personal Assistant I have ever used, and I've used them all." - @SealMaster_CO
"Fantastic integration across multiple sources to create a single view of your relationships!" - SUJONEROPRJA
"I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!" - Nicholas Hughes
Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t.
It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, and messages.
It's all organized for you - without any busy work.
With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.
SMART AI
• Understands action items and adds them to your Agenda (e.g. "Please review and get back to me by Friday.")
• Automatically reminds you when it’s time to reach out to key people
• Sees change to email signatures to update contacts
• Create newsletters, listing descriptions, and drip campaigns with built-in ChatGPT
UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
PROFESSIONAL-CLASS EMAIL
• Get reminded if you don’t receive a reply to an important email
• Be notified when a recipient opens an email or clicks on a link you sent
• Templates: Create and reuse template emails Share them across your team
• Mail merge: Personalize email sent to many people at the same time
• Scheduled send: Write your email now, have Cloze deliver it later
• Built-in support for Do Not Contact and the GDPR
• Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP
CRM WITHOUT THE BUSY WORK
• Reach your goals with real-time progress updates and adaptive pacing
• Track the activity around projects and deals automatically
• Next steps: Automatic reminders of what's next for any deal
• Add To-Dos to track things you have to get done
• Agenda: one place to see all your meetings, reminders and follow-ups
• Analytics: Pipeline, forecast, engagement, activity, and lead analytics
ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project, and deal
• Calls: Automatically log your calls
• Files: Automatically link files to your contacts
• Notes: Automatically match notes to contacts
• Messages: Track texts and other messages about your clients and customers
• Calendar: Meeting context at your fingertips
WORK AS A TEAM
• One team-wide view of all communication for every deal and project
• Always know who last talked to any customer, client, or prospect
• Assign and track who's responsible for contacts, next steps and to-dos
• Manage your all of your company's contacts, projects and deals in one place
Cloze is free to use for contact management and as a basic email app. Additional features require a subscription to Cloze Pro, Cloze Business (Silver, Gold, or Platinum) and are available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase.
Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew at the same price as the previous period unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period. After purchase, your subscription may be managed, and auto-renewal turned off, in your App Store Account Settings.
PRIVACY & SECURITY PLEDGE
• We won't spam your contacts
• We won't sell your information
• It's your information not ours
You can find our terms of service here: https://www.cloze.com/app/legal/terms
And our privacy policy here: https://www.cloze.com/app/legal/privacy
- Apple App Store
- Free
- Productivity
Store Rank
- -
Discover, organize, and deepen all your personal and professional relationships with Clay, a beautiful and intuitive contacts app, lightweight CRM, and more.
People make us laugh, challenge us to improve, support us when things are tough, and celebrate with us once they get better. But staying in touch with the people that matter thoughtfully is difficult.
TRY CLAY FOR FREE
Before Clay, being thoughtful required relying on your memory as well as a mix of spreadsheets, notecards, address books, and other tools. In addition to being difficult to manage, this approach let important relationships, moments, and context fall through the cracks. That’s why we created Clay—a stunning, intuitive, and private home for your relationships, built automatically from your email, calendar, address book, LinkedIn, Twitter, and iMessage.
Clay helps you show up informed by creating and automatically updating beautiful cards for each of your contacts with context such as profile photos, bios, education and work history, location, and social profiles. In addition, you can use powerful features such as natural-language search, dictation and note taking, reminders, birthday notifications, news articles about people you know, reconnection cadences, and more to deepen your relationships over time.
REMEMBER THE IMPORTANT THINGS
Clay is the fastest and most powerful way to take notes before, during, and after a conversation with someone. Remember kids names, vacation itineraries, and that last article you read that you’ve been dying to share, all by writing a note on someone's card.
REACH OUT AT THE RIGHT MOMENT
Set a reminder for particular days—like a birthday or anniversary—or pick a reconnection cadence so you don’t lose touch.
ORGANIZE YOUR RELATIONSHIPS
Dinner party faves? Book club? High school friends? Easily add people to groups so you can organize people however makes sense to you. Then, use those groups to make organizing events easier and faster.
SEARCH LIKE YOU THINK
You remember people in different ways—where you last met to catch up, when you last saw them, what you talked about. Just type what comes to mind and Clay will find the right person or group of people based on your notes and their profile, all in milliseconds. It's the easiest, most powerful person search available anywhere.
STAY ON TOP OF THINGS
Never miss a beat with Home—a powerful, high-level view of all the updates from your entire network. Be the first to congratulate someone when they change jobs or when they're mentioned in thousands of top print and digital publications.
SHARE CONTACTS WITH YOUR TEAM
Clay is the most beautiful, private, and seamless way to share contacts with your team — replace your CRM!
AND MUCH MORE
Business Cards: Easily import and digitize business card information.
Cleanup Contacts: Streamline and organize your contact list.
Cross-Device Sync and Cross-Platform: Access your contacts on any device.
Integrations: Connect with Gmail, Exchange, Office365, iCloud, Facebook, LinkedIn, Apple Contacts, Airtable, Pipedrive, Close, Affinity, Coda, Cardhop, and Rolodex
Birthday Reminders: Never miss an important date again.
Google Backup: Securely back up your contacts with Google.
Contacts+ Integration: With Clay Pro, we're happy to import your contacts from Contacts+ via CSV
Automatic Contact Enrichment: Enrich contact details automatically (photos, social profiles, etc.).
Contact Deduplication: Merge duplicate contacts into a single comprehensive profile.
Contact Backup: Ensure your contacts are always safely backed up.
Widgets and Siri Shortcuts: First class support for Apple devices.
Dark and light themes: Beautiful themes
Unlimited contacts requires a Clay Pro subscription. New users receive a 14 day trial of Clay Pro, and can cancel anytime to be downgraded to Clay Personal, which is free but has a limit of 1000 contacts.
Terms of Use: https://clay.earth/terms-of-use
Privacy and Security: https://clay.earth/security-and-privacy
- Apple App Store
- Free
- Productivity
Store Rank
- -
Cloze Relationship Management VS. 
Clay: Contacts + CRMJanuary 15, 2025