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Cloze Relationship Management
Cloze Relationship Management version history
‹ General Info| Version | 2023.10.686 |
| Updated | 6 months ago |
| Changelog | Version 2023.10 • New profile design with infinite scrolling timeline and inline expansion • Create advanced filters and dynamic audiences • Updated design with new common actions button and simpler bulk operations • Create multi-step drip campaigns with a single prompt using ChatGPT • Use generative AI to create personal bios • Create multi-language newsletters that automatically send in the client's language. • Use Passkeys for passwordless login and 2-factor authentication |
| Version | 2023.4.672 (2 variants) |
| Updated | 1 year ago |
| Changelog | Version 2023.4 - Cloze’s built-in support for ChatGPT is here: • Create new emails on any topic you choose • Write email replies for you • Edit content for style and tone • Author complete newsletters on any topic in seconds • Craft compelling listing descriptions |
| Version | 2022.9.647 (2 variants) |
| Updated | 1 year ago |
| Changelog | • Sort Inbox purely by time or by person • Change width of Inbox message list column on tablets • Snooze many items at once on the Agenda • Show or hide app sections to customize the UI • Separate automatic and manually created contacts • Many campaign automation enhancements |
| Version | 2022.06.636 (3 variants) |
| Updated | 1 year ago |
| Changelog | Version 2022.06 • Redesigned template library with 25+ new Marketing Mail features • Create projects from campaign automation and 10+ other new campaign features • "Out of office" automated campaigns to delegate or personalize responses by client • Redesigned Agenda with faster loading and extensive customization • Interactive email signature designer • Visual data import mapper • New integrations: Twilio, BombBomb, SkySlope, and more |
| Version | 2021.11.604 |
| Updated | 2 years ago |
| Changelog | Version 2021.11 • Advanced Delegation - Retain privacy while delegating work to others. Delegates can act for many users at once. • Campaign Automation - Trigger campaigns based on email recipient behavior, and more. • Pinned Notes and Files - Pin notes and files to the top of the contact profile timeline for quick access. • DocuSign support - Easily access signed documents by contact and send attachments or files to DocuSign for signature. |
| Version | 2021.7.592 |
| Updated | 2 years ago |
| Changelog | Version 2021.7 • Campaign Automation - Create drip campaigns and much more • Audiences - Easily group contacts into different audiences with custom criteria • Lead Distribution - Distribute leads across a team by round robin or first-come first-served (a.k.a. lead ponds) • Contact Profile Notes - Bring notes to the top level of the contact profile, not just in the timeline • Multilingual Templates - Easily translate templates that can be sent to recipients in different languages |
| Version | 2021.2.580 |
| Updated | 3 years ago |
| Changelog | Version 2021.2 • Marketing Mail - Create pixel-perfect, image-rich, HTML email designs and send them from your real email account • DialPad support - Integrate DialPad calls and texts into Cloze • Calendly support - Easily include single-use booking links in your email, templates, and signature |
| Version | 2020.1.527 |
| Updated | 4 years ago |
| Changelog | Version 2020.1 • New "Focused" view for contacts lets you keep your most important contacts separate from the rest. • Search, view, and match real estate MLS listings to your clients • Draw an area on a map to narrow the location for listing matching • Buyer profile matching criteria can be more fine grained • Edit tags inline on tablets |
| Version | 2019.4.1.511 (2 variants) |
| Updated | 4 years ago |
| Version | 2019.3.500 |
| Updated | 4 years ago |
