Cloze vs. Follow Up Boss

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.

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For CRM and real estate companies and realtors, it is very good for lead generation.

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• Organizes data
• Offers value
• Gathers all emails from multiple places

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• Classifying different types of leads depending on our necessities.
• The facilities of calling customer, emailing them, and texting them in the same app.
• The website doesn't lag and is very fluid.

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• IOS contact Linking and Merging

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• Sometimes, the automatic actions don't activate themselves.

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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.

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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.

I have used Guru. They are different since one is a CRM and the other is a knowledge base. Guru definitely has a lot of good features for finding good information, but it doesn't have the CRM features of Follow Up Boss, like calling, chatting, emailing, and classifying customers.

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• Won more jobs via being organised with automatic reminders.
• Saved a lot of time, finding related contacts, job files, etc. due to powerful Google Drive and Microsoft OneDrive syncing, and fetching of files.

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• A positive impact to finding the important leads at the moment to call.

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