Top Cloze Alternatives & Competitors For 2024

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Looking for alternatives to Cloze? Many users crave user-friendly and feature-rich solutions for tasks like Account and Contact Management, Communication Channels, and Dashboards and Reports. Leveraging crowdsourced data from over 1,000 real CRM Software selection projects based on 400+ capabilities, we present a comparison of Cloze to leading industry alternatives like Infusionsoft, Freshsales, HubSpot CRM, and Thryv.

Infusionsoft Software Tool
HubSpot CRM Software Tool
Thryv Software Tool

Product Basics

Cloze serves as a personal assistant to help businesses build and nurture customer relationships. It offers automated, smart and proactive customer engagement services that drive growth. It focuses on automatically keeping track of phone calls, emails, text messages, meeting schedules, documents and social media alerts. It assists in organizing customer data based on contacts, company information, meetings, communication and more, allowing organizations to carry out operations effortlessly.

The platform’s algorithm uses artificial intelligence to understand and adapt to the needs of the company and its employees.
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Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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Freshsales is a cloud solution suitable for small and medium businesses across different industry verticals. Being one of the sales management and customer engagement offerings from Freshworks, it provides comprehensive features for managing leads and deals. Capabilities include a chronological timeline view of customer journey, AI-based lead scoring, built-in one-click phone, and native mobile apps for Android and iOS devices.
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HubSpot CRM provides a full suite of capabilities that aid smart teamwork and allow companies to track, organize and close sales seamlessly. It’s entirely free of charge and provides automated contact management, customized tracking and reporting.

App marketplace integrations let users expand performance capability based on their needs to achieve optimum business growth. Additionally, users can increase traffic, generate revenue, connect and manage leads all from one panel. The option to connect with the marketing, sales, service and CMS hubs allows companies to receive even greater functionality.
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Thryv, pronounced “thrive,” is an all-in-one suite solution designed to help small businesses streamline operations and achieve growth. Improve efficiency and increase personalization through a centralized hub that hosts projects, communication, tasks, team collaboration and complete customer profiles. Creating a client portal simplifies payment and communication and allows customers to schedule appointments at their convenience.

Users can also access up to 100 eSignatures, a website builder and HIPAA-compliant features for an additional cost.

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$17
$159
$9
$1,080
$20
Monthly
Monthly
Per User, Monthly, Freemium
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Per Seat, Monthly, Freemium
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Small
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Small
Medium
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Small
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On-Premise
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Live Online
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Live Online
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24/7 Live Support
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24/7 Live Support
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Product Ranking

#127

among all
CRM Software

#3

among all
CRM Software

#8

among all
CRM Software

#5

among all
CRM Software

#73

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
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71
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100
we're gathering data
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Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Dashboards and Reports
Lead Management
Opportunity Management
Product Management
Communication Channels
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility
Account and Contact Management
Communication Channels
Dashboards and Reports
Document Management
Integrations and Extensibility

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

+ Add Product + Add Product
Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration 71 96 100 56 100 79 100 0 79 100 54 82 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 11 reviews
Great User Sentiment 2245 reviews
Excellent User Sentiment 1954 reviews
Great User Sentiment 10690 reviews
Great User Sentiment 907 reviews
92%
of users recommend this product

Cloze has a 'excellent' User Satisfaction Rating of 92% when considering 11 user reviews from 1 recognized software review sites.

82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

93%
of users recommend this product

Freshsales has a 'excellent' User Satisfaction Rating of 93% when considering 1954 user reviews from 6 recognized software review sites.

87%
of users recommend this product

HubSpot CRM has a 'great' User Satisfaction Rating of 87% when considering 10690 user reviews from 5 recognized software review sites.

88%
of users recommend this product

Thryv has a 'great' User Satisfaction Rating of 88% when considering 907 user reviews from 4 recognized software review sites.

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5.0 (20)
5.0 (19)
4.8 (19)
4.4 (15)
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4.1 (930)
4.7 (792)
4.3 (6253)
4.6 (382)
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4.55 (535)
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4.2 (495)
4.6 (11)
4.1 (1061)
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4.5 (2578)
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4.3 (15)
4.7 (102)
4.5 (246)
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3.8 (219)
4.1 (58)
4.3 (1594)
4.5 (15)

Awards

User Favorite Award
No awards.
User Favorite Award
Lead Management Award
Opportunity Management Award
No awards.
No awards.

Synopsis of User Ratings and Reviews

Centralized Communication: Cloze automatically logs emails, calls, meetings, and messages, providing a comprehensive view of all interactions with each contact. This eliminates the need to manually update records and ensures that everyone on the team has access to the latest information.
Automated Data Entry: Cloze can automatically capture and populate contact information, saving users time and effort. This includes details such as names, email addresses, phone numbers, and social media profiles.
Relationship Management: Cloze helps users stay on top of their relationships by providing reminders and suggestions for follow-up actions. This ensures that no important contacts fall through the cracks and that relationships are nurtured over time.
Pipeline Management: Cloze provides tools for managing sales pipelines, including the ability to track deals, set reminders, and forecast revenue. This helps sales teams stay organized and efficient.
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Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
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User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.
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Online Presence: Users who mentioned this feature appreciated how easy it was to post and edit website content and manage multiple social media platforms from one place.
Centralized Interactions: Access to past client activity, notes and interactions from multiple avenues is a plus for a majority of users.
Customer Service: Prompt and helpful customer service from Thryv reps during training and onboarding is another plus for many users.
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Limited Customization: Users express frustration with the lack of flexibility in customizing Cloze to fit their specific workflows and preferences, especially when compared to more established CRM solutions.
Learning Curve: The AI-driven features, while powerful, can present a steep learning curve for new users accustomed to traditional CRM systems. This can lead to a longer onboarding process and potential resistance from teams.
Mobile App Limitations: The mobile app's functionality is reported to be less comprehensive than the web version, hindering productivity for users who rely on mobile access to their CRM data.
Pricing Structure: Some users find the pricing structure, particularly for larger teams or those requiring advanced features, to be less competitive compared to alternative CRM options.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.
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Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.
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Lead Pipeline: The absence of a lead pipeline makes it difficult for users to track and manage their sales.
Search Function: Some users note they get multiple hits for a first or last name instead of an exact match.
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Want to close more deals and build better relationships? Cloze might be the missing piece of the puzzle. Cloze has garnered a reputation as a robust relationship management tool, but how does it stack up against the competition? User reviews from the past year highlight both the strengths and weaknesses of this popular platform. Cloze shines in its ability to centralize communication, pulling together emails, calls, meetings, and social media interactions into a single, unified interface. This comprehensive view allows users to stay on top of their interactions and nurture relationships more effectively. The platform's AI-powered features, such as automated reminders and contact suggestions, further enhance productivity by streamlining workflows and ensuring that no opportunity falls through the cracks. However, some users find the interface overwhelming, particularly those new to CRM systems. The learning curve can be steep, and navigating the various features may require some initial investment of time and effort. Additionally, while Cloze offers integrations with popular business tools, some users report limitations in the depth and flexibility of these integrations. So, who is Cloze best suited for? Its comprehensive features and AI capabilities make it ideal for businesses and individuals with a high volume of contacts and a need for efficient relationship management. Sales teams, entrepreneurs, and professionals in relationship-driven industries can particularly benefit from Cloze's ability to streamline communication and provide valuable insights. However, those seeking a simpler, more intuitive CRM solution may find other options on the market more suitable.

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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

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HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

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Thryv is a cloud-based platform designed to streamline operations for small businesses using centralized data management, customized workflows and a client portal.It offers features like a unified database, task management and personalized messaging to consolidate customer data, simplify communication, improve organization and boost client engagement. A key benefit is the 360-degree view of customer activity and communication, eliminating scattered information and paper records.User reviews highlight the ease of managing and building an online presence, centralized access to client interactions and prompt customer service during onboarding. However, the lack of a dedicated lead pipeline and precise search results were issues for some users. Pricing follows a tiered subscription model, with additional charges for certain features, potentially making it cost-prohibitive for smaller businesses.Overall, Thryv offers a comprehensive CRM suite solution designed to centralize data and streamline operations, although add-on costs for some features and a six-month lock-in term may not be ideal for solopreneurs and very small businesses.

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