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 an intelligent customer relationship management (CRM) platform designed to streamline business processes and enhance productivity. It uses artificial intelligence to automatically organize and prioritize your contacts, communications, and tasks across various channels. Cloze integrates emails, phone calls, meetings, documents, and social media interactions into a single, unified view, providing a comprehensive understanding of your relationships with clients and colleagues. The platform’s smart features include automatic contact and company profiles, relationship insights, and proactive reminders to help users stay on top of their most important connections. Cloze is particularly popular among professionals in sales, real estate, and other relationship-driven industries. For more information, visit Cloze’s official website.
Cloze FAQs
Frequently Asked Questions
Common questions about how Cloze consultants can help with integration and implementation
How can Cloze be integrated into our existing systems and workflows?
Is it possible to use AI agents to automate how we interact with Cloze?
What are common use cases for integrating Cloze in larger digital ecosystems?
Can Cloze be part of an end-to-end automated workflow across multiple departments?
What role can AI play when integrating Cloze into our operations?
What are the key challenges to watch for when integrating Cloze?
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
Process Audit
Conduct a comprehensive review of your existing relationship management practices, communication channels, and data sources. Our consultants evaluate your current CRM workflows, identify pain points, and assess how Cloze’s AI-driven capabilities can enhance your team’s productivity and client engagement strategies.
Step 2
Identify Automation Opportunities
Analyse your business processes to pinpoint areas where Cloze’s intelligent automation can deliver the greatest impact. We map out potential efficiency gains through automated contact organisation, communication tracking, and relationship insights, creating a strategic roadmap for implementation.
Step 3
Design Workflows
Develop tailored workflows that leverage Cloze’s AI capabilities to streamline your relationship management processes. Our specialists design custom configurations for email integration, contact prioritisation, and automated follow-ups, ensuring alignment with your organisation’s unique requirements and objectives.
Step 4
Implementation
Execute the planned integration using our proven methodology, including data migration, system configuration, and user provisioning. Our implementation team manages the technical setup while ensuring minimal disruption to your operations, coordinating closely with stakeholders throughout the deployment process.
Step 5
Quality Assurance Review
Perform comprehensive testing of all implemented features, automated workflows, and data synchronisation processes. Our QA specialists verify the accuracy of contact management, relationship tracking, and AI-driven insights, ensuring optimal performance and reliability across all integrated channels.
Step 6
Support and Maintenance
Provide ongoing support and system optimisation to maintain peak performance of your Cloze implementation. Our dedicated support team monitors system health, implements updates, and delivers regular performance reviews to ensure continued alignment with your evolving business needs.
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.