CRM Customization

This is a customer relationship management system that lets users stay on top of all their clients’ tasks. It provides essential information on official business communications, client profiles, and project updates. You can connect other accounts to this CRM. It is designed to be your personal assistant and mission control center where you can manage all your work like contacts, meetings, phone calls, emails, etc. all in one place, all ready to access right when you need them.

Cloze CRM is Featured in the Wall Street Journal, Inc., TIME, ABC, Forbes and PC Mag. It is like a personal assistant for your professional relationships that are always prompting you at the right moment and remembering what you don’t.

It pulls from your apps to automatically create one view of every person and company – all their contact details, and your complete history – every email back and forth, your phone calls together, your meetings, your notes on Evernote, documents you exchanged and your interactions on LinkedIn, Facebook, and Twitter.

It will even grab email signatures, so your contacts are always up to date. It’s all organized for you – by contact, company and meeting – without any busy work. With everything in one place, it can put advanced data science to work for you.

It figures out who is important and keeps them top of mind and will even remind you to reach out to a contact and refresh a fading relationship. It organizes by companies too – without any setup. See your complete interaction history with any company, automatically in one place: contacts, email, meetings, phone calls, notes, documents, and social media too. There’s no data entry – It is the automatic way to remember everyone.

For a quick promo of the CRM Click Here