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Cloze VS Salesforce Essentials

Compare Cloze VS Salesforce Essentials and see what are their differences

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Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. featured
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Cloze logo Cloze

Smarter Relationship Management

Salesforce Essentials logo Salesforce Essentials

Salesforce Essentials is a company that focuses on customer relationship management and eliminates the use of spreadsheets for data analysis.
  • Cloze Landing page
    Landing page //
    2021-07-29
  • Salesforce Essentials Landing page
    Landing page //
    2023-07-10

Cloze features and specs

  • Advanced AI Recognition
    Uses advanced AI and machine learning algorithms to manage your contacts and communications effectively, offering smart suggestions and reminders.
  • Automated Data Entry
    Automatically logs emails, calls, and meetings, reducing the manual effort required to maintain up-to-date records.
  • Unified Communication
    Integrates multiple communication channels like email and social media, providing a single interface to manage all interactions.
  • Task Management
    Includes features for task and project management, helping users stay organized and on top of their responsibilities.
  • Mobile Access
    Offers mobile apps, enabling users to manage their contacts and communications on-the-go.

Possible disadvantages of Cloze

  • Pricing
    Can be expensive, especially for smaller businesses or individual users, with higher-tier plans offering essential features.
  • Learning Curve
    May require some time for new users to become fully accustomed to the platform and its extensive range of features.
  • Overwhelming Data
    The vast amount of data aggregated can sometimes be overwhelming for users looking for specific information quickly.
  • Integration Complexity
    Integrating Cloze with existing systems and workflows might require technical expertise or additional resources.
  • Privacy Concerns
    Some users may have concerns about the level of access Cloze has to personal and professional communication data.

Salesforce Essentials features and specs

  • User-Friendly Interface
    Salesforce Essentials offers an intuitive and easy-to-navigate user interface that is designed to minimize the learning curve for new users.
  • Small Business Focus
    Specifically tailored for small businesses, providing only the essential features needed without overwhelming the user with complex functions meant for larger enterprises.
  • Customization Options
    Allows significant customization through simple drag-and-drop tools, enabling businesses to tailor the CRM to their specific needs and workflows.
  • Integration with Salesforce Ecosystem
    Easily integrates with other Salesforce products and third-party applications, providing a more seamless operation and holistic management of business functions.
  • Mobile Accessibility
    Features a robust mobile app that ensures users can access essential CRM functionalities on-the-go, improving productivity and responsiveness.
  • AI-Powered Features
    Leverages Salesforce's AI capabilities to offer smart insights and predictive analytics, aiding in more effective decision-making.
  • Affordable Pricing
    Offers competitive pricing designed to be cost-effective for small businesses, making it more accessible for startups and small enterprises.

Possible disadvantages of Salesforce Essentials

  • Limited Scalability
    May not meet the growing needs of businesses as they scale, potentially requiring a migration to a more advanced Salesforce product.
  • Feature Restrictions
    While it includes essential features, some advanced functionalities present in other Salesforce editions are not available in Salesforce Essentials.
  • Customization Complexity
    Although it offers customization options, highly specific or complex customizations may require technical expertise or support from Salesforce consultants.
  • Integration Costs
    Integrating with third-party applications might incur additional costs, which can add up for businesses looking to utilize a wide range of tools.
  • Support Limitations
    Basic support is included, but more comprehensive support options come at an extra cost, which might be a limitation for small businesses needing more assistance.
  • Learning Curve
    Despite a user-friendly interface, there is still a learning curve associated with getting the most out of the platform’s features and capabilities.

Analysis of Cloze

Overall verdict

  • Cloze is generally considered a good tool for individuals and businesses looking for a comprehensive CRM solution that leverages AI for smarter organization and communication management. Its ability to integrate various channels and provide actionable insights makes it a valued resource for many users.

Why this product is good

  • Cloze (ai.cloze.com) is beneficial because it offers an all-in-one relationship management platform using AI to help users manage their professional and personal connections efficiently. It provides features such as automatic tracking of emails, calls, meetings, social media, and notes, allowing users to have a detailed overview of all interactions in one place. Cloze's AI capabilities also offer insights, reminders, and suggestions to foster meaningful engagement with contacts.

Recommended for

    Cloze is recommended for professionals and small to medium-sized businesses seeking a sophisticated yet user-friendly CRM tool. It is particularly beneficial for users who need to manage a large volume of relationships and interactions without the hassle of manual tracking. This includes sales teams, customer service managers, freelancers, and entrepreneurs who rely on networking and relationship management for their success.

Analysis of Salesforce Essentials

Overall verdict

  • Salesforce Essentials is a solid CRM choice for small businesses that need a robust and scalable tool to manage customer relationships without the complexity of the full Salesforce suite. Its ease of use, combined with the powerful ecosystem of Salesforce apps, makes it an attractive option for companies looking to improve their sales and support processes.

Why this product is good

  • Salesforce Essentials is a streamlined version of Salesforce's flagship CRM product, designed specifically for small businesses. It offers a simplified interface and easier setup while incorporating essential CRM functionalities such as contact management, sales tracking, and customer support. The platform is cloud-based, allowing for mobility and real-time updates, and it integrates with other popular tools such as Gmail, Outlook, and various social media platforms.

Recommended for

  • Small businesses looking for an affordable and easy-to-use CRM solution.
  • Teams that need mobile access and real-time updates.
  • Businesses that want seamless integration with popular tools like G Suite and Office 365.
  • Organizations planning to scale their CRM functionalities over time as they grow.

Cloze videos

+ Add

Cloze - Deals and Projects

More videos:

  • Demo - Cloze Pro Webinar - Introduction and Demo
  • Review - Cloze - Relationship Management, Inbox, and Contacts in One App

Salesforce Essentials videos

+ Add

Salesforce Essentials Review

More videos:

  • Review - Salesforce Essentials Review: Packed with features
  • Review - Salesforce Essentials vs Professional

Category Popularity

0-100% (relative to Cloze and Salesforce Essentials)

Cloze

Salesforce Essentials

CRM
39 39%
CRM
61% 61
Personal CRM
100 100%
Personal CRM
0% 0
Help Desk
0 0%
Help Desk
100% 100
Contact Management
100 100%
Contact Management
0% 0

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Cloze and Salesforce Essentials

Cloze Reviews

7 Best Personal CRM Systems in 2020
Cons: Cloze’s free version is skinny and only has a few limited features: the ability to organize your social media feeds by those most important to you, being able to view your contacts from email, social media, and phone in one place, and the ability to search your contacts. If you want any of Cloze’s more useful features, you’ll have to pay for one of the plans that range...
Source: zoowho.com
13 Personal CRM systems for your everyday life
https://www.cloze.com/ Cloze is the Relationship Management that aggregates your contacts, emails, calendars, social data and more to help you follow up and improve your network. They also integrate with Evernote and Salesforce to bring you a pretty powerful personal CRM.
Source: ryzeapp.co

Salesforce Essentials Reviews

We have no reviews of Salesforce Essentials yet.
Be the first one to post

Social recommendations and mentions

Based on our record, Cloze seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Cloze mentions (1)

  • Office 365 Outlook or Microsoft Exchange for CalyxOS users
    I tested it and it works both ways fine for me for now... I realize this is not optimal but it was the best I could come up with quickly and figured I should share it in case it helps others and in case others find better options (ideally all Android and not requiring a PC to be online all the time)... I initially worked with contacts on a free www.zoho.com account (got android CardDAV via DAVX5 working but... Source: over 3 years ago

Salesforce Essentials mentions (0)

We have not tracked any mentions of Salesforce Essentials yet. Tracking of Salesforce Essentials recommendations started around Jul 2021.

What are some alternatives?

When comparing Cloze and Salesforce Essentials, you can also consider the following products

Monica - Monica is an open-source personal CRM to keep track of your friends and family.

Freshdesk - Freshdesk is a cloud-based customer support software that lets you support customers through traditional channels like phone and email, social channels like Facebook and Twitter, and your own branded community

Dex - One place for your relationships — impress with thoughtfulness

Salesforce Service Cloud - Service Cloud integrates customer service with social networks and provides a self-service customer portal and knowledge base system.

UpHabit - The trusted Personal CRM for busy people

Zendesk Support - Social Customer Support and Help Desk and Ticketing

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