Cloze Relationship Management

Sep 22, 2018

• Smart Reply Reminders use AI to find messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note

Preview of new Gold Plan features:
• Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields let you can set an annual reminder and add a custom template to make reaching out easy when it comes due