{
 "schema_version": "1.0",
 "id": "cloze-crm",
 "name": "Cloze CRM",
 "research_status": "researched",
 "vendor_domain": "cloze.com",
 "category": "Sales & CRM",
 "task": "Sales outreach, leads & CRM",
 "summary": "Email-first CRM for freelancers and small teams: contacts, notes and follow-ups built from your inbox, with open tracking, templates and mail merge.",
 "best_for": "freelancers, consultants and small sales teams who live in their inbox and want contacts, notes and follow-ups kept in one place",
 "skip_if": "you need a ready-made pipeline board for a large sales team, you want a published free plan with known limits, or you need an export we have verified",
 "honest_knock": "The pricing page does not name the currency and shows no free plan limits. The importer needed manual column mapping and changed our tag format. The onboarding said it was analysing email history while no mailbox was connected.",
 "pricing": {
  "status": "public",
  "entry_price": "$17",
  "entry_price_terms": "Cloze Pro · per monthly, billed annually, Pro is $17 a month billed yearly and $19.99 month to month",
  "from_price_usd_month": 17.0,
  "plans": null,
  "plans_source": null,
  "notes": "(read 2026-11-13 on cloze.com/app/pricing, \"$\" shown without a currency name) Cloze has four paid plans and a 14 day free trial with no credit card. Cloze Pro for individuals costs $17 a month billed yearly or $19.99 month to month. Business Silver costs $21 per user a month billed yearly or $24.99 month to month, Business Gold $29 or $34.99, and Business Platinum $42 or $49.99. Pro lists smart AI, business-grade email with open tracking, templates and mail merge, and contact management. Silver adds team work, assigned responsibility and privacy controls. Gold adds smart custom fields, advanced integrations, text message syncing, partner tracking and team analytics. Platinum adds a matching engine, smart templates, lead capture, campaign automation, marketing mail, generative AI, lead routing and sub-team hierarchies. A Concierge Service add-on costs $20 per user a month with a $500 monthly minimum. The page says that after the trial you can move to a free plan with contact management and an email inbox, but it shows no price or limits for it. We did not buy a plan, so we do not know the tax added or the free plan limits.",
  "verified_at": "2026-11-13",
  "source_url": "https://www.cloze.com/app/pricing",
  "schema_offer": {
   "price": 17.0,
   "currency": "USD",
   "description": "Cloze Pro, Pro is $17 a month billed yearly and $19.99 month to month; Business Silver $21, Gold $29 and Platinum $42 per user a month billed yearly (month to month $24.99, $34.99, $49.99); the page does not name the currency. Read on the vendor's own pricing page on 2026-11-13.",
   "page": "https://marketingandsalessoftware.com/cloze-crm-review.html"
  },
  "source_quotes": null,
  "recent_change": null,
  "price_history": null
 },
 "free_plan": true,
 "free_plan_evidence": "The page says that after the trial you can move to a free plan with contact management and an email inbox, but it shows no price or limits for it.",
 "cost_traps": [
  {
   "id": "per_seat",
   "label": "Per-seat pricing",
   "evidence": "Business Silver costs $21 per user a month billed yearly or $24.99 month to month, Business Gold $29 or $34.99, and Business Platinum $42 or $49.99.",
   "verified_at": "2026-11-13",
   "source_url": "https://www.cloze.com/app/pricing"
  },
  {
   "id": "addons_extra",
   "label": "Key features are paid add-ons",
   "evidence": "A Concierge Service add-on costs $20 per user a month with a $500 monthly minimum.",
   "verified_at": "2026-11-13",
   "source_url": "https://www.cloze.com/app/pricing"
  }
 ],
 "compare_with": {
  "name": "HubSpot",
  "why": "HubSpot offers a free CRM with a large app marketplace. Compare it if you want deal pipelines first and email tracking second."
 },
 "links": {
  "record": "https://aibuildermarketplace.com/api/v1/products/cloze-crm.json",
  "review": "https://marketingandsalessoftware.com/cloze-crm-review.html",
  "marketplace": null,
  "vendor_site": "https://cloze.com"
 },
 "purchase": {
  "seller": "the vendor",
  "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.",
  "handoff_url": "https://www.cloze.com/",
  "affiliate": true,
  "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site."
 },
 "provenance": {
  "research": "hand-researched dossier, read on the vendor's own pages",
  "researched_since": "2026-07",
  "method": "https://aibuildermarketplace.com/how-we-review/",
  "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.",
  "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters."
 },
 "cost": {
  "status": "not_yet",
  "engine": "https://aibuildermarketplace.com/agents/#cost",
  "rules": null,
  "growth": null
 },
 "unknowns": [
  "Plan-by-plan prices are not structured in this record yet; pricing.notes has the full text.",
  "Contract terms (cancellation, data export, data location, minimum seats) are not researched as separate fields; pricing.notes mentions them only where the vendor's pricing page does.",
  "Being verified: free trial and refund terms are not yet matched to a verbatim line on the vendor's own pages. Not matched does not mean there is none.",
  "No computable price rules yet: cost at a given team size cannot be calculated for this product.",
  "Not tested hands-on by us: what the product does comes from the vendor's pages and our reading of them."
 ],
 "verification": {
  "price": "read",
  "free_trial": "being_verified",
  "refund": "being_verified"
 },
 "status_page": null,
 "task_evidence": null,
 "open_questions": [
  {
   "question_id": "cloze-crm:cancellation_terms",
   "key": "cancellation_terms",
   "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?",
   "status": "open"
  },
  {
   "question_id": "cloze-crm:data_export",
   "key": "data_export",
   "question": "Which data can a customer export, in which formats, on which plans?",
   "status": "open"
  },
  {
   "question_id": "cloze-crm:data_location",
   "key": "data_location",
   "question": "Where is customer data stored, and can a customer choose the region?",
   "status": "open"
  },
  {
   "question_id": "cloze-crm:minimum_seats",
   "key": "minimum_seats",
   "question": "Is there a minimum number of seats or users on any plan?",
   "status": "open"
  }
 ],
 "vendor_answers": [],
 "agent_channels": {
  "vendor_mcp": null,
  "agent_checkout": {
   "status": "not_checked",
   "detail": "We could not read the vendor's pages as plain HTML.",
   "checked_at": "2026-10-07",
   "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout"
  }
 }
}