Cloze is a contact automation and meeting log tool that pulls from apps to automatically create one view of every person and company - all their contact details, their complete history - every email back and forth, phone calls, meetings, notes on Evernote, documents exchanged and interactions on LinkedIn, Facebook, and Twitter. Cloze even grabs email signatures so contact data is always up-to-date.
$17
per month billed annually
Daylite
Score 7.6 out of 10
Small Businesses (1-50 employees)
Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$20.83
per month billed yearly per user
Pricing
Cloze
Daylite
Editions & Modules
Pro
$17
per month billed annually
Silver
$21
per month billed annually
Gold
$29
per month billed annually
Platinum
$42
per month billed annually
CRM
$20.83
per month billed yearly per user
CRM
$25
per month per user
Sales
$33.33
per month billed yearly per user
Projects
$33.33
per month billed yearly per user
Sales
$40
per month per user
Projects
$40
per month per user
Business
$45.83
per month billed yearly per user
Business
$55
per month per user
Offerings
Pricing Offerings
Cloze
Daylite
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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More Pricing Information
Community Pulse
Cloze
Daylite
Features
Cloze
Daylite
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Cloze
-
Ratings
Daylite
9.3
Ratings
19% above category average
Customer data management / contact management
00 Ratings
10.00 Ratings
Workflow management
00 Ratings
8.00 Ratings
Opportunity management
00 Ratings
10.00 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
9.00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Cloze
-
Ratings
Daylite
9.0
Ratings
17% above category average
Lead management
00 Ratings
9.00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Cloze
-
Ratings
Daylite
8.0
Ratings
5% above category average
Task management
00 Ratings
8.00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Cloze
-
Ratings
Daylite
9.0
Ratings
17% above category average
Pipeline visualization
00 Ratings
9.00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Cloze
-
Ratings
Daylite
8.5
Ratings
13% above category average
Custom fields
00 Ratings
10.00 Ratings
Custom objects
00 Ratings
7.00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Cloze
-
Ratings
Daylite
10.0
Ratings
31% above category average
Mobile access
00 Ratings
10.00 Ratings
Security
Comparison of Security features of Product A and Product B
Cloze makes automatic decisions that often make no sense and you don't discover those mistakes unless it's too late. I would prefer Cloze to be less "Intelligent" and prompt the user more often to make specific decisions. Cloze is a good tool as an email system with great analytics on the contacts and on the emails. The user interface is far too full of information, it’s too much not to be distracted. It would be great if it was simplified. I do not recommend it as a Sales CRM because it’s very complicated to manage the deals and the contacts involved in every deal. Cloze needs a total and profound refurbishment.
Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
Now I can easily process my emails, I can store them even I can pin them and make a sticky note so that whenever I have a meeting I can better assist the client.
This tool provides me numerous integrations to associate with Mac.
It is very easy to customize as I have customized the notification and alerts.
The ONLY issue that I have is there is ZERO phone customer service or training. Everything is done online or via email, which sucks in my opinion, but they always do get back to you.
They don't, they say they are a personal contact manager but I believe they are wanting large companies that have their own IT Departments as they don't really offer that good of support in my opinion and they do not have phone support. I wouldn't recommend this software to anyone for personal or business.
Daylite is dragging us towards success and giving reliable features. The developer and technical team listen to the feedback about the platform and correct the errors and bugs in the limited time frame. It helps in managing the project's progress, track the overall completion of project, plan, creates and performs with having a feature of adding a reminder to the task and helps in easily managing the finances too.
Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.
