Cloze
cloze.comCloze is relationship intelligence software designed to keep your contacts, companies, and projects connected and up to date. It helps teams capture notes and organize relationship context so sales, partnerships, and recruiting workflows stay current as information changes over time. With a focus on contact and account understanding, Cloze supports more informed outreach, better handoffs, and less manual maintenance across your CRM-adjacent process.
When Cloze is connected, BOBs can act on your relationship data instead of waiting for manual updates. Capture new relationship moments as notes, and let BOBs create or update the underlying company, person, and project context so the right details stay attached to the right relationships. Then, when anything changes inside Cloze, BOBs can react immediately—keeping downstream workflows in sync (like outreach lists, internal tasking, or reporting).
This enables use cases like always-on relationship maintenance, faster follow-ups based on fresh context, and automated “context refresh” routines for active deals, partnerships, or candidates. BOBs can also standardize how relationship updates are recorded—turning scattered inputs into consistent company/person/project records that other business tools can rely on.
What can BOBs do with Cloze?
Perform actions
- Create Note
- Create Or Update Company
- Create Or Update Project
Listen to real-time events
- Company Change (Instant)
- Person Change (Instant)
- Project Change (Instant)