Number of Seats/Users: Cloze offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Cloze that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Cloze. Cloze reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Cloze offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Cloze. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Cloze often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase, our internal data shows that Cloze is making a positive impact for many businesses, but with a handful of distinct pros and cons that stand out across diverse industries.

Cloze Strengths (from our Spendbase clients):
– Passive CRM Functionality: Many clients love how Cloze automatically syncs contacts and communication from various sources—Gmail, Exchange, LinkedIn, mobile, and even platforms like Ringcentral. It reduces manual data entry, saving valuable time.
– Ease of Use: Cloze gets high marks for being user-friendly, especially when onboarding or converting from other systems. Its mobile app is praised for flexibility and simple navigation.
– Multi-Channel Communication: The ability to unify email, calls, and SMS in one place is a major plus, helping clients stay on top of client communications and follow-ups.
– Custom Reminders & Follow-Ups: Automated reminders to connect with contacts are popular, as is the ability to snooze emails or use templates for quick responses.
– Integration with Tools: Direct connections to Evernote and simple G Suite integration streamline note taking and knowledge management.

Areas for Improvement (also from Spendbase clients):
– Real Estate Focus: Some see Cloze as too centered around real estate workflows. Clients in other sectors sometimes find customization challenging.
– Feature Limitations by Tier: Features like SMS tracking and advanced analytics often sit behind higher-tier paywalls, making budgeting a consideration for growing teams.
– Clutter & Complexity: While Cloze is powerful, a number of clients report that its dashboard can feel cluttered, especially as their usage grows. Some features are described as too complex and difficult to understand without deeper learning.
– Team Collaboration Issues: Managing and cleaning contact databases as a group can be tricky; deleted contacts reappear if any team member communicates with them.
– Integration Gaps: Clients would like to see better connections with project management tools (like Asana or Trello), iPhone logging, and social media or WhatsApp.

Summary
Spendbase clients consistently highlight Cloze’s strengths in automation, contact management, and unified communications, especially for small to midsize businesses. However, costs, occasional complexity, and a focus on real estate remain top challenges. For teams prioritizing easy setup, smart reminders, and comprehensive email integration, Cloze is a true time-saver. But for those needing advanced project management or deeper integrations, you may need to look carefully at your plan level—or tap into Spendbase discounts to maximize value!