Cloze is a contact automation and meeting log tool that pulls from apps to automatically create one view of every person and company - all their contact details, their complete history - every email back and forth, phone calls, meetings, notes on Evernote, documents exchanged and interactions on LinkedIn, Facebook, and Twitter. Cloze even grabs email signatures so contact data is always up-to-date.
$17
per month billed annually
Daylite
Score 7.6 out of 10
Small Businesses (1-50 employees)
Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.
$20.83
per month billed yearly
Pricing
Cloze
Daylite
Editions & Modules
Pro
$17
per month billed annually
Silver
$21
per month billed annually
Gold
$29
per month billed annually
Platinum
$42
per month billed annually
CRM
$20.83
per month billed yearly per user
CRM
$25
per month per user
Sales
$33.33
per month billed yearly per user
Projects
$33.33
per month billed yearly per user
Sales
$40
per month per user
Projects
$40
per month per user
Business
$45.83
per month billed yearly per user
Business
$55
per month per user
Offerings
Pricing Offerings
Cloze
Daylite
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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More Pricing Information
Community Pulse
Cloze
Daylite
Features
Cloze
Daylite
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Cloze
-
Ratings
Daylite
9.3
1 Ratings
19% above category average
Customer data management / contact management
00 Ratings
10.01 Ratings
Workflow management
00 Ratings
8.01 Ratings
Opportunity management
00 Ratings
10.01 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
9.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Cloze
-
Ratings
Daylite
9.0
1 Ratings
17% above category average
Lead management
00 Ratings
9.01 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Cloze
-
Ratings
Daylite
8.0
1 Ratings
5% above category average
Task management
00 Ratings
8.01 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Cloze
-
Ratings
Daylite
9.0
1 Ratings
17% above category average
Pipeline visualization
00 Ratings
9.01 Ratings
Customization
Comparison of Customization features of Product A and Product B
Cloze
-
Ratings
Daylite
8.5
1 Ratings
13% above category average
Custom fields
00 Ratings
10.01 Ratings
Custom objects
00 Ratings
7.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
Cloze
-
Ratings
Daylite
10.0
1 Ratings
31% above category average
Mobile access
00 Ratings
10.01 Ratings
Security
Comparison of Security features of Product A and Product B
It's ok for personal use but for business use, it is begging to become a terrible system. We used it for 5 years and after that, we have decided to move to a different system, upon export of the information we started looking at and our database of contacts was so messed up with contacts merged together that don't belong together. So as our database was so corrupted we had to start over with new contact lists and rebuild everything again. I would not recommend this software unless you have your own IT department that can fix things themselves.
Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.
Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.
Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.
Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.
The main drawback of Daylite is that it becomes slow on its iOS mobile devices.
Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.
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.
Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar with Apple Calendar so that I can never leave behind any updates of the future. Moreover, it keeps on updating its feature for giving better services.
Negative - We have a contact database of 100000 contacts that we have to go in and rebuild on our new TMS system because, in our experience, Cloze destroyed 5 years worth of data with their smart features and AI.
Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.
