WFP CRM

Cloze CRM & AI Assistant

Cloze CRM is an innovative customer relationship management platform designed to streamline and enhance your business interactions. It leverages artificial intelligence to automatically capture and organize every contact, email, call, meeting, and note, ensuring that you never miss an important detail. With its intuitive interface and powerful analytics, Cloze CRM provides actionable insights, helping you build stronger relationships, increase productivity, and drive growth. Whether you're a solo entrepreneur or part of a large team, Cloze CRM adapts to your unique workflow, making it the ideal solution for managing your professional connections and maximizing your business potential.

Cloze Demonstration Video

This Cloze demonstration video covers many of the powerful features of Cloze and was recorded mostly on an iPhone - showing off Cloze’s 100% phone functionality.

Cloze Demos & Resources

Cloze Intro Video - All Company Meeting - 6/12

  • In this video, Bryan lays out the unique features of Cloze and its key integrations to applications we use at WFP.

Cloze Intro Slide Deck - All Company Meeting - 6/12

  • This flipbook contains all of the slides about Cloze presented at the June all company meeting.

Cloze Staff Demo - 6/4

  • This is a recorded demo to WFP Staff by Drew Kennedy from Cloze and Bryan from WFP, covering many important Cloze features.

Cloze Overview Document

  • This GoogleDoc lays out the features of Cloze along with integrations, demo videos, recorded webinars, support resources and testimonial articles.

Cloze Features List Document

  • This GoogleDoc has a comprehensive overview of Cloze’s wide ranging feature set.

Cloze Training Videos

  • Vimeo video gallery of all recorded Agent training sessions.

Cloze Demo Videos

  • Vimeo video gallery of various Cloze demos.

Cloze Webinar Videos

  • Vimeo video gallery of curated deeper dive webinars on Cloze features.

Cloze Integrations

  • This sheet lists the various WFP applications with Cloze integrations and has links to the integration overview, how to install, how it works and demo videos.

Cloze Support Resources

Cloze Support Center

  • The Cloze Support Center provides easy access to a wide range of support articles and videos: getting started, set up, training, integrations and more.

Cloze Webinars

  • Here you will find live webinars on a variety of topics as well as pre-recorded webinars you can watch any time.

Cloze University

  • Cloze University provides guided training courses that are self-paced to augment our WFP training program.

Sign Up For Cloze Now!

Sign up for your Cloze account with this simple 1 minute registration form for yourself and team members is applicable.

Cloze Agent Training Dates

AGENT TRAINING 1 - Setting Expectations - Tuesday, July 9 - 2PM

AGENT TRAINING 2 - Getting Started - Tuesday, July 16 - 10AM

AGENT TRAINING 3 - Using Cloze Daily & Integrations - Tuesday,  July 23, 10AM

— Break to allow you to work with Cloze daily —

AGENT TRAINING 4 - Teams - Tuesday,  Aug 6 - 10AM

AGENT TRAINING 5 - Marketing & Campaigns - Thursday, Aug 15 - 1PM