If you work in sales, you've probably wanted a personal assistant at some point. Between all of the calls and meetings, your schedule can get pretty full—and it can be tough to remember what you needed to do next.
Cloze is like a personal assistant for your professional relationships. A smart CRM with a built-in AI assistant, Cloze makes managing the sales cycle simpler, so you can focus on giving each prospect or customer a truly personalized experience.
The secret? Cloze automatically tracks your emails, phone calls, meetings, and documents, as well as social platforms like LinkedIn, Facebook, and Twitter. And the app organizes everything for you by contact, company, meeting, and so on—it's really like having an incredibly organized personal assistant! Cloze can even pull email signatures and use them to fill your list of contacts, so they're always up-to-date.
The real magic happens with Cloze’s learning algorithm, which learns who is important to you. From there, it'll automatically prompt you when it is time to reach out, so pipeline management is a breeze. Cloze will also give you all the context you need before a meeting or call. It'll remind you exactly where you left off based on context from your notes, docs, emails, and more.
We can't all afford a human personal assistant, but Cloze is a great and accessible alternative. If you're feeling some growing pains as your sales pipeline gets larger, an AI-driven CRM might make it all a little bit easier.
You can automate your CRM with Zapier's Cloze integrations. Here are a few popular workflows to get you started.
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