¹ User Archiving requires a Business Platinum team subscription.
All current users' archives are included in your subscription.
Your Business Platinum team subscription also includes 5 free past team member archives.
Additional past team member archives cost $5/archive/mo or $50/archive/yr. Archives can be deleted at any time.
Personalized training and support to keep your business growing
Create mail-merge emails containing projects to send to matching customers.
Conditional content and smart fields
Use your custom fields in email content.
Create templates that work in multiple languages.
Include different text based on recipient country.
Use recipient's date and number formatting for values.
Create templates that adjust based on related projects or recipients.
Include different text for any recipients with mail merge.
Add spouses and other related people to mail merge recipients.
Automatically create leads from emails
Turns leads received by emails into contacts automatically.
Notifies you of the arrival of a new lead.
Enhance contacts with information from the lead email.
Create pixel-perfect emails with drag and drop
Pixel-perfect designs that work on mobile and desktop.
Send from your real email for a personal feel and great open rates.
Drag and drop editor to make creation easy.
Share a theme across all your designs.
Lock parts of designs to manage team customization.
Create newsletters in less than 5 minutes a week
Add articles to your library with a single tap.
Create a newsletter by checking off articles to include,
Send the newsletter with mail merge or an automated camapaign.
Create smart drip campaigns
Automate multi-channel drip campaigns.
Send emails and texts, create todos, assign to others, and more.
Stop campaigns when a client replies or books a meeting.
Automatically pause the campaign when you're actively talking.
Distribute leads across your team
Round robin lead routing.
First-come first-served lead distribution (a.k.a. lead ponds).
Support for territories and geographical distribution.
Instant push notification to team member's phones.
Single tap to accept a lead.
Send texts or emails while waiting for a team member to take action.
Fallback if no one is available within a set timeframe.
Structure by territory, region, or role
Organize your team by territory, region, or role hierarchy.
Control who can see what by where they are in the hierarchy.
Allow senior managers to see and control everything below them.
Roll up Team Analytics at any level.
Selectively control visibility to fields and values.
Preserve historical business activity
Preserve business activity history when users leave your team or disconnect their accounts.
Protect against malicious removal of business activity history.
Retain business activity of guests involved in specific projects.
Easily manage which history to retain and which you no longer need.
See all shared activity for any team member in one view.
Available with team billing. Extra charges may apply.
Fine grained control and compliance
Multiple customizable roles for team members rights.
Manage team member accounts (lock, unlock, delete, etc.).
Enforce security policies such as 2-step authentication.
Protect your data by controlling who can export what data.
Control who can customize business configuration and compliance settings.
Lock down sharing and privacy settings.
Enterprise single sign-on support.
Specify which users are required to pay for their own Cloze subscription and which the team pays for.
Create and use up to 100 custom segments, 250 custom fields, and 2500 custom templates across your team as well as up to 10 personal segments per team member.
Can I cancel my account at any time?
Yes. Your subscription will automatically renew, but if you ever decide that
Cloze Pro or Business isn’t for you, simply cancel your account at
least 24 hours before the end of the current period and, once your current
billing cycle completes,
you will be automatically moved to the free plan.
You can manage your subscription in Settings after purchase.
Do I need to pay for everyone on my team to use Cloze Business?
No. If some of your team members have their own Cloze Business subscription
they can use all of the Cloze Business features as a member of your team.
Do I need to enter my credit card to try it?
No. You can sign up and use Cloze Pro or Business for 14 days without entering
credit card details. We will notify you before your
trial expires. At the end of your trial, you have the choice of whether
to subscribe and retain the benefits of Cloze Pro or Business, or be automatically
downgraded to the free plan.
How do I pay for a subscription?
When subscribing from the Cloze iOS app your
subscription will be charged to your credit card through your
When subscribing from the web, you can enter
your credit card details to subscribe using any of your credit cards.
If I don't subscribe, what happens?
After your trial ends, you'll be downgraded to the Cloze free plan.
The Cloze free plan includes contact management, email inbox, and social media management.
You can continue to use Cloze on the free plan for as long as you'd like.