Cloze consultants
We can help you automate your business with Cloze and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Cloze.
About Cloze
Cloze is a relationship management platform that pulls together emails, phone calls, meetings, notes, and social media interactions into a single view of each contact. For businesses struggling to keep track of client communications across scattered inboxes and apps, Cloze eliminates the manual data entry that eats into productive hours. It automatically builds a timeline for every relationship, so sales and account management teams can pick up conversations without digging through old emails.
Where Cloze stands out is its ability to surface contacts who need attention. Rather than relying on reps to remember follow-ups, the platform nudges them when a relationship has gone quiet. This is particularly useful for consultancies and professional services firms where long sales cycles mean opportunities slip through the cracks if not actively managed.
Connecting Cloze with your broader tech stack through system integrations unlocks more value — syncing deal data with your CRM, pushing updates to project management tools, or triggering workflows when a contact reaches a certain stage. Osher Digital’s sales automation services can help wire Cloze into automated pipelines that reduce the administrative burden on your team.
For organisations looking to get more out of their existing client relationships without adding headcount, Cloze offers a practical starting point. Our AI consulting team can assess whether Cloze fits your workflow and how to integrate it with the rest of your systems.
Cloze FAQs
Frequently Asked Questions
Common questions about how Cloze consultants can help with integration and implementation
What types of businesses benefit most from Cloze?
Does Cloze replace a traditional CRM?
How does Cloze automatically track communications?
Can Cloze integrate with other business tools?
Is Cloze suitable for teams or just individual users?
What data does Cloze use to recommend follow-ups?
How it works
We work hand-in-hand with you to implement Cloze
As Cloze consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Cloze with integrate and automate 800+ tools.
Step 1
Connect Your Communication Channels
Link your email accounts, calendar, phone, and social media profiles to Cloze so it can begin automatically importing and organising your contact interactions.
Step 2
Review Auto-Generated Contact Profiles
Cloze builds a profile for each contact based on imported data. Review these profiles to ensure contacts are correctly matched and merged where duplicates exist.
Step 3
Set Up Relationship Priorities
Mark key contacts and accounts as high priority so Cloze knows which relationships matter most. This helps the platform surface the right follow-up reminders.
Step 4
Configure Deal Tracking Stages
Set up your sales pipeline stages within Cloze to track opportunities from initial conversation through to close. Assign deals to the relevant contacts and team members.
Step 5
Integrate With Your Existing Tools
Connect Cloze to your project management, invoicing, or CRM tools through native integrations or automation platforms like n8n to keep data flowing across your stack.
Step 6
Act on Follow-Up Recommendations
Check Cloze daily for follow-up nudges and relationship alerts. Use the agenda view to prioritise outreach and ensure no important client conversation falls through the cracks.
Transform your business with Cloze
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Cloze consultation.