Version History
Here you can find the changelog of Cloze Relationship Management since it was posted on our website on 2016-10-04.
The latest version is 2023.10 and it was updated on soft112.com on 19 April, 2024.
See below the changes in each version:
version 2023.10
posted on 2023-10-10
Oct 10, 2023
Version 2023.10
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 - 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
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• 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
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• 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 2023.4
posted on 2023-04-24
Apr 24, 2023
Version 2023.4
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
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• 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
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• 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
• 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 2022.9
posted on 2022-09-26
Sep 26, 2022
Version 2022.9
Version 2022.9
• Sort Inbox purely by time or by person
• Change width of Inbox message list column on iPad
• 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
• Universal Control and Magic Keyboard support on iPad
Version 2022.6
• 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
• 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
• 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 2022.06
posted on 2022-06-09
Jun 9, 2022 Version 2022.06
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
• 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
• 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
• 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 2021.11
posted on 2021-11-19
Nov 19, 2021 Version 2021.11
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
• 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
• 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 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
version 2021.7
posted on 2021-07-09
Jul 9, 2021 Version 2021.7
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
• 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 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
version 2021.2
posted on 2021-02-14
Feb 14, 2021 Version 2021.2
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 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
version 2020.10
posted on 2020-10-30
Oct 30, 2020 Version 2020.10
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
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 (iPad)
version 2020.10
posted on 2020-10-30
30 Oct 2020 Version 2020.10
Version 2020.10
• Create lead ponds that allow team members to compete for leads
• Request assignment of leads from other team members
• Create conditional text in templates by language, country, locale, or custom field
• Create a short alternative email signature when replying or forwarding
• Script lead processing to automatically extract custom information from lead email notifications
• Easily edit and update scheduled emails
• Sort contacts by upcoming birthdays
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
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 (iPad)
version 2020.9.1
posted on 2020-09-20
Sep 20, 2020 Version 2020.9.1
Version 2020.9.1
• Bug fixes and minor improvements
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
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 (iPad)
version 2020.4
posted on 2020-04-22
Apr 22, 2020 Version 2020.4
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep you 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 (iPad)
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
version 2020.1
posted on 2020-01-31
Jan 31, 2020 Version 2020.1
Version 2020.1
• New "Focused" view for contacts lets you keep you 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 (iPad)
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
version 4.7.1
posted on 2013-02-19
version 2020.9.1
posted on 1970-01-01
2020年9月20日 Version 2020.9.1
Version 2020.9.1
• Bug fixes and minor improvements
Version 2020.9 - New Template Library
• Manage all types of templates in one place
• Create templates for texts, call scripts, emails, and snippets
• Easily share and manage templates for your team
• Team members can refine shared templates to make them their own
• Quickly find templates with new template search
• Include attachments in your templates
• Create reusable snippets - text and images you can insert in any message or template
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
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 (iPad)
version 2020.1
posted on 1970-01-01
2020年1月31日 Version 2020.1
Version 2020.1
• New "Focused" view for contacts lets you keep you 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 (iPad)
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration
Version 2019.2
• Calculated custom fields, derived ranges, and % formatted fields
• Customizable metrics for dashboards, with period-over-period changes
• New formatting options when composing emails
• Send personal segment customizations to team
• "When They Went Quiet" sort
• Include team results in "re" searches
• Better stability when WiFi or cellular signal is spotty
• SSO support for login
version 2020.4
posted on 1970-01-01
2020年4月22日 Version 2020.4
Version 2020.4
• Show which contacts are new
• Show people that have done inquiries, viewings, etc. for deals, projects and listings
• Customize mail merge message per recipient
• Add spouses and other related people to mail merge recipients
• Schedule mail merges to be sent later
• Delegate access to your Cloze account to another Cloze user
• Log postal mail to track all interactions with people
• Dotloop integration
Version 2020.1
• New "Focused" view for contacts lets you keep you 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 (iPad)
Version 2019.4
• Custom fields references
• Collapsable sections in profile view
• Radius based matching
• Support for Sign in with Apple
• Auto-advance for next steps
• New agenda filtering options
• Pre-assign role when sending team invites
Version 2019.3
• All new Agenda design
• Week in Review is now part of the Agenda
• Mail merge and template analytics
• Selective export and mailing label generation
• New privacy controls for per-stage privacy
• Copy and reset team administrative roles
• Dark Mode can be switched on (or off) in settings
• MailChimp integration