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Cloze Overview
Communication History and Business Records
Cloze combines contact records with communication history, email tools, tasks and business workflows. Its aim is broader than a personal notebook: it gathers context from connected services and supports the work that follows from those relationships.
The official plan comparison separates individual Pro tools from several Business tiers. That makes Cloze relevant to client-facing individuals and teams, but the tier needed for a workflow is central to the decision. This review is published by Dextr and evaluates documented features and pricing, without claiming a hands-on performance score.
Business Workflow Requirements
Define the task before comparing plans. Preparing for a client call, sending a personalized email, sharing responsibility across a team and running an automated campaign are different requirements. A feature being available in Cloze does not mean it is included in every paid plan.
Cloze at a Glance
| Area | Useful Strength | Tradeoff to Check |
|---|---|---|
| Business context | Communication history with email and relationship tools | Connect sources carefully and inspect record matching |
| Team workflows | Assignments, sharing and broader business capabilities | Choose the required tier and privacy model |
| Advanced integrations | Campaign texting and MCP documented | Platinum and connected-service requirements affect cost and setup |
Business context
- Useful Strength
Communication history with email and relationship tools
- Tradeoff to Check
Connect sources carefully and inspect record matching
Team workflows
- Useful Strength
Assignments, sharing and broader business capabilities
- Tradeoff to Check
Choose the required tier and privacy model
Advanced integrations
- Useful Strength
Campaign texting and MCP documented
- Tradeoff to Check
Platinum and connected-service requirements affect cost and setup
Features
A Timeline from Connected Services
Cloze describes organizing communication and related information around people, companies and other business context. That can reduce repeated entry when much of your client history already exists in email, calendars and supported services.
The practical question is whether the resulting timeline is easy to use before a conversation. Connect a representative source, inspect several records and check that messages are associated with the correct person. A large automatic history is only helpful if the important point can be recovered quickly.
Email and Follow-Up Tools
The individual offering includes documented business email tools such as templates, mail merge, reply reminders and scheduled sending. These can help a client-facing person maintain consistent follow-through without repeatedly composing the same starting material.
Test a small sample before using a broad recipient list. Check personalization, account selection and the review step. An email-open signal or an automatically suggested follow-up can inform a decision, but it should not be treated as complete knowledge of a client's intentions.
Team Responsibility and Sharing
Business plans add team activity, assignment and sharing controls. That is useful when several colleagues work with the same clients and need to know who owns the next action.
It also creates a privacy-design task. Decide which records and communication should be visible to colleagues, how private contacts are handled and what happens when a user leaves. Review Cloze's privacy policy and actual team settings rather than assuming that a personal account and a shared workspace behave identically.
Campaigns and Automatic Texting
Cloze's campaign texting documentation specifies Business Platinum and an integrated service such as Twilio, Dialpad or RingCentral for automatic text sending. That is a more involved workflow than opening an ordinary phone message composer.
Include the connected service and its configuration in the cost and setup calculation. Test a sample campaign, its stopping conditions and its account selection before relying on it for live client communication. A CRM subscription alone does not establish that the separate sending service is included.
MCP for External AI Assistants
The current MCP documentation supports ChatGPT, Claude and other compatible clients. It requires Business Platinum or above, or a trial, and describes the server as beta.
That is a meaningful capability, but it should be evaluated as a specific connection with authorized actions. Check what the assistant can read or change and verify its results. An individual Pro subscription should not be assumed to include MCP merely because Cloze advertises an assistant integration.
Pricing and Tier Requirements
The following USD prices were checked on November 7, 2026. Web annual equivalents and US App Store annual purchases differ. The price table preserves those channels rather than presenting the cheaper amount from one as the standard price of the other.
| Product or Plan | Published Price and Billing (USD) | Free Scope or Plan Details |
|---|---|---|
| Pro $17/month billed annually ($204/year) or $19.99/month. Silver $21/user/month billed annually ($252/user/year) or $24.99/user/month. Gold $29/user/month billed annually ($348/user/year) or $34.99/user/month. Platinum $42/user/month billed annually ($504/user/year) or $49.99/user/month. | Free: contact management and email inbox. Four paid tiers; team features, campaigns and MCP have tier requirements. Business amounts are per user/month. | |
| Pro listings $19.99 and $199.99; Silver $24.99/month and $249.99/year; Gold $34.99/month and $349.99/year; Platinum $49.99/month and $499.99/year | Annual store purchases differ from web annual totals. Pro purchase names do not explicitly label their periods publicly. |
- Published Price and Billing (USD)
Pro $17/month billed annually ($204/year) or $19.99/month. Silver $21/user/month billed annually ($252/user/year) or $24.99/user/month. Gold $29/user/month billed annually ($348/user/year) or $34.99/user/month. Platinum $42/user/month billed annually ($504/user/year) or $49.99/user/month.
- Free Scope or Plan Details
Free: contact management and email inbox. Four paid tiers; team features, campaigns and MCP have tier requirements. Business amounts are per user/month.
- Published Price and Billing (USD)
Pro listings $19.99 and $199.99; Silver $24.99/month and $249.99/year; Gold $34.99/month and $349.99/year; Platinum $49.99/month and $499.99/year
- Free Scope or Plan Details
Annual store purchases differ from web annual totals. Pro purchase names do not explicitly label their periods publicly.
The useful buying exercise is mapping each essential workflow to a tier. Someone needing only individual history and email tools has a different cost calculation from a team requiring campaigns or MCP. Also account for any separate phone or AI service involved.
Capabilities and Limitations
Communication and Team Features
Cloze's strongest case is bringing communication context and follow-through into one business-oriented system. Its tiered team and campaign tools make it relevant to organizations whose relationship work extends beyond a single person's notes.
Cost and Configuration Requirements
The tradeoff is selecting the right plan, connecting services carefully and establishing sharing rules. A broad CRM can add complexity if your main need is a small personal reminder habit. Conversely, evaluating only the cheapest paid tier can understate the cost of the business capabilities you actually require.
Why You Should Try Dextr Instead
Try Dextr if your main requirement is a personal relationship library on Apple devices. Our journals and outreach tools give you a way to record conversations and act on them without setting up a shared business pipeline.
Dated Conversation Journals
Dextr Pro journals preserve a dated conversation and can link it to the people and shared event involved. Record the decision, promise or personal detail you want available before the next call. The highlighted Mac capture shows completed entries using fictional demo contacts.
Personalized One-to-One Texts
Dextr Pro Text Blasts prepare separate messages for selected people, with personal fields you can review before sending. Use a tag or an event’s attendee list to organize a relevant invitation, then continue each reply as an individual conversation. The recipients are not added to one group chat.
Dextr Free on iPhone includes unlimited contacts, AI-assisted contact organization, introducer tracking, relationships and tags, Stay in Touch reminders, Places, and Events. Pro adds journals, Text Blasts and Mac access, with a 14-day paid-feature trial. Dextr’s current Pro price is $14.99/year in USD, with a price increase scheduled for November 15. Review the current plans, then install Dextr to try the workflow.
Common Questions About Cloze
Does Cloze Have a Free Plan?
Yes. The vendor describes a Free plan for contact management and an email inbox. The more extensive individual and business workflows require a paid tier.
Which Plan Includes MCP?
Current official documentation requires Business Platinum or above, or a trial. The connection is described as beta.
Can Cloze Send Texts Automatically?
Yes, through its documented campaign workflow with Business Platinum and a supported connected phone service. Check the separate service requirements and costs.
Do Website and App Store Annual Prices Match?
Not exactly. The US store lists annual purchase amounts that differ from the website's monthly rate billed annually. Use the plan and channel you intend to purchase.
Compare Cloze with Dextr
If you are considering how much CRM functionality you need, read how Dextr compares with Cloze for a side-by-side look at relationship context, reminders, outreach, MCP requirements and pricing.