“clean contact history view”

Pros

Fits into my workflow really well and feels very easy to use. One thing that's especially helpful is being able to pull up a single contact and instantly see the full history tied to that person, including emails, files and other details, without having to dig through different sources. Getting started was also very simple and the setup went smoothly without any problems.

Cons

At times, the app refreshes more frequently than I'd prefer and new information from connected third-party services can take longer to appear than I'd like especially when Yahoo is involved.

“organized client follow-ups”

Pros

Keeping my clients and database in Cloze has made staying organized much easier! The platform feels user friendly and easy and their support team is quick to respond and actually helpful. One feature I really appreciate is the reminder to reach out to people who might otherwise slip my mind. Getting started was fast and I didn't need any custom onboarding to begin using it. The initial setup was simple since I could just follow the steps laid out on my agenda. I'd definitely recommend this software because it helps my team collaborate well, builds confidence with strong privacy policies and fits nicely alongside tools I already use like Skyslope and Canva :)

Cons

Honestly, I haven't run into any issues at all.

“My personal assistant”

Pros

One of the best parts is that I barely have to type anything in myself because it keeps my contacts updated and follows all of my communication automatically. It even suggests who I should reach out to and that has helped me stay on top of commitments to clients so nobody gets overlooked. Those automatic updates make it feel more like having a personal assistant than using a typical platform that depends on constant manual input. Getting started was excellent as well, I only had to connect my email and phone and it began giving me helpful recommendations almost immediately.

Cons

The one thing I wish it handled better is larger newsletters. I know that option exists in the enterprise version but I'm not on that tier. It would be really helpful if that feature could be offered as an add-on to my current plan instead of requiring a full move to enterprise.

“Keeps everything organized”

Pros

Fits right into my daily routine and does a really good job of keeping me organized and on track. The agenda feature is especially useful because it updates dynamically and shows everything I have going on during the day which helps me manage my time much better. I also appreciate that it highlights important emails so they don't get buried under the huge number of messages I receive. Getting started was simple too since the setup walked me through connecting my email without any hassle.

Cons

Nothing negative to mention here.

“I'm obsessed!”

Pros

Unlike a lot of other CRMs, this one takes away the hassle of manual data entry which is a huge plus. I'm especially excited about the new Cloze Forge feature. It brings a fresh, modern feel and creates a secure, compliant space for both customer data and your vibe-coded creations.

Cons

It's definitely a powerful, full featured platform but some of the more advanced tools do take a little time to learn.