Version 2026.3
• Refreshed interface design throughout the app
• New 2-column table and kanban design for easier browsing and filtering (iPad)
• Map view for properties, with easy ability to search and browse by location
• Card view that highlights the photo and key features of properties
• Expanded Maia AI with improved controls and transcription
• Deep integration of marketing and transaction management apps into the user experience

Version 2025.9
• Introducing Maia, your AI virtual assistant
• Real-time transcription of in-person meetings
• Create meeting minutes and action items from transcripts
• Book meetings on your calendar, with optional Zoom or Teams links
• Simplified stage and segment UI
• New app-wide color themes

Version 2025.6
• General Improvements: Export specific columns in table view and sort dates by either anniversary or exact date.
• Marketing Improvements: Customizable link styles, vertical bars between columns, separate alignment controls for mobile, archiving, and HTML template export.
• Campaign Improvements: Wait until specific day of month, change next steps within campaigns, and schedule emails so they can be edited before automatically sent.
• Enterprise Improvements: Core services promotion, dynamic campaign branching, tag and pick list campaigns, and much more.

Version 2026.3
• Refreshed interface design throughout the app
• New 2-column table and kanban design for easier browsing and filtering (tablet)
• Map view for properties, with easy ability to search and browse by location
• Card view that highlights the photo and key features of properties
• Expanded Maia AI with improved controls and transcription
• Deep integration of marketing and transaction management apps into the user experience

Version 2025.9
• Introducing Maia, your AI virtual assistant
• Real-time transcription of in-person meetings
• Create meeting minutes and action items from transcripts
• Book meetings on your calendar, with optional Zoom or Teams links
• Simplified stage and segment UI
• New app-wide color themes

Version 2025.6
• General Improvements: Export specific columns in table view and sort dates by either anniversary or exact date.
• Marketing Improvements: Customizable link styles, vertical bars between columns, separate alignment controls for mobile, archiving, and HTML template export.
• Campaign Improvements: Wait until specific day of month, change next steps within campaigns, and schedule emails so they can be edited before automatically sent.
• Enterprise Improvements: Core services promotion, dynamic campaign branching, tag and pick list campaigns, and much more.

Version 2025.1
• Goal tracking with real-time updates and adaptive pacing
• Multi-layer customization allows the company, teams, and individuals each to customize the app in a single setup
• Track deal progress with a mix of tasks and milestones in one combined journey

Version 2024.10
• Bug fixes and minor enhancements

Version 2025.6
• General Improvements: Export specific columns in table view and sort dates by either anniversary or exact date.
• Marketing Improvements: Customizable link styles, vertical bars between columns, separate alignment controls for mobile, archiving, and HTML template export.
• Campaign Improvements: Wait until specific day of month, change next steps within campaigns, and schedule emails so they can be edited before automatically sent.
• Enterprise Improvements: Core services promotion, dynamic campaign branching, tag and pick list campaigns, and much more.

Version 2025.1
• Goal tracking with real-time updates and adaptive pacing
• Multi-layer customization allows the company, teams, and individuals each to customize the app in a single setup
• Track deal progress with a mix of tasks and milestones in one combined journey

Version 2024.10
• Bug fixes and minor enhancements

Version 2024.6
• Automatically summarize your communication timelines using AI
• Use AI to create listing descriptions from property pictures
• Table view of contacts, deals, and listings on iPad
• Full-screen Kanban board view on iPad
• Analytics for automated campaigns
• Integrations with MoxiWorks, RealScout, MAXA Designs, and more

Version 2025.1
• Goal tracking with real-time updates and adaptive pacing
• Multi-layer customization allows the company, teams, and individuals each to customize the app in a single setup
• Track deal progress with a mix of tasks and milestones in one combined journey

Version 2024.10
• Bug fixes and minor enhancements

Version 2024.6
• Automatically summarize your communication timelines using AI
• Use AI to create listing descriptions from property pictures
• Table view of contacts, deals, and listings on iPad
• Full-screen Kanban board view on iPad
• Analytics for automated campaigns
• Integrations with MoxiWorks, RealScout, MAXA Designs, and more

Version 2024.10
• Bug fixes and minor enhancements

Version 2024.8
• Bug fixes and minor enhancements

Version 2024.6
• Automatically summarize your communication timelines using AI
• Use AI to create listing descriptions from property pictures
• Table view of contacts, deals, and listings on iPad
• Full-screen Kanban board view on iPad
• Analytics for automated campaigns
• Integrations with MoxiWorks, RealScout, MAXA Designs, and more

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 2024.8
• Bug fixes and minor enhancements

Version 2024.6
• Automatically summarize your communication timelines using AI
• Use AI to create listing descriptions from property pictures
• Table view of contacts, deals, and listings on iPad
• Full-screen Kanban board view on iPad
• Analytics for automated campaigns
• Integrations with MoxiWorks, RealScout, MAXA Designs, and more

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 2024.6
• Automatically summarize your communication timelines using AI
• Use AI to create listing descriptions from property pictures
• Table view of contacts, deals, and listings on iPad
• Full-screen Kanban board view on iPad
• Analytics for automated campaigns
• Integrations with MoxiWorks, RealScout, MAXA Designs, and more

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 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 - 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
• 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
• 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
• 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
• 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
• 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
• 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
• 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 2020.9 - 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
• 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
• 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 2019.4.1
• Bug fixes

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 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects

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 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects

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 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects

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 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects

Version 2019.1.1
• Bug fixes

Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects
Version 2018.3.2
• Support for latitude/longitude on addresses
• Add postal addresses and pictures to Projects/Deals
• More flexibility in how Project/Deal Stages impact People
• Various bug fixes

Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)

Version 2019.1
• Sub team hierarchies - Organize your team, control visibility, and breakdown analytics by territory, region, or other structure
• Matching engine - Find customers that match criteria for properties, jobs, or other goods or campaigns
• Advanced mail merge - Automatically create mail-merge emails to send matches to customers
• Smart templates - Include custom fields, different text per language, and more
• AI-based email lead capture - Automatically turns emails into leads and alerts you
• Advanced rights management and compliance for teams
• See a team member's overall timeline of shared activity
• Archive shared history for members that leave your team
• Track drop-ins separate from meetings
• New Silver, Gold, and Platinum plans
• More custom segments for people, companies, deal, and projects

Version 2018.3.2
• Support for latitude/longitude on addresses
• Add postal addresses and pictures to Projects/Deals
• More flexibility in how Project/Deal Stages impact People
• Various bug fixes

Version 2018.3
• Support for iOS 12
• Smart Reply Reminders - New Cloze AI finds messages in your inbox that you would usually reply to - if you haven’t it adds them to your Agenda
• Quick Note Instant Predictions - As you add quick notes on iOS 12, Cloze uses AI to automatically classify what you type as a note, a todo, a record of a call/text/meeting, etc.
• Smart Notes - With built-in notes on iOS 12, as you type, Cloze uses AI to detect names of people and link the note to them automatically
• Birthday Reminders - Cloze now adds birthday reminders to your Agenda, and you can swipe right to quickly send a birthday note using Cloze’s template system
Preview of new Gold Plan features:
• Deal and Project Partner tracking - Link partners to your Deals and Projects to track who you're working with
• Recurring Date Fields - You can set an annual reminder on any date field and add a custom template to make reaching out easy when the reminder comes due (for example, an annual policy renewal)