See everything about your contacts and deals in one place - automatically

Latest Version

Version
2024.5.704
Update
May 21, 2024
Size
124KiB
Developer
www.cloze.com
Category
Users
6,000+
Rating
4.4375 ★
Manifest Version
3
Web Store Status
Languages Support
English
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Permissions
Tabs
Storage
WebNavigation
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Cloze Sidebar for CRM Extension

Emails, files, meetings, phone calls, messages, notes, follow-ups and more. With ZERO data entry.

\"Best Personal Assistant I have ever used, and I've used them all.\" - @SealMaster_CO
\"Fantastic integration across multiple sources to create a single view of your relationships!\" - SUJONEROPRJA
\"I closed three orders in the first 24 hours of use! This has never happened with any other CRM I've tried!\" - Nicholas Hughes

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t.

It pulls from your apps to automatically create one view of every person and company - all their contact details, and your complete history - every email back and forth, your phone calls together, meetings, notes, files, social, and messages.

It's all organized for you - without any busy work.

With everything in one place, Cloze figures out who is important and keeps them top of mind, and will even remind you to reach out to a contact and refresh a fading relationship.

CLOZE SIDEBAR¹
• See the context of people, companies, projects, and deals right beside your CRM
• CRM's Supported: Salesforce.com, SugarCRM, PipeDrive, HubSpot CRM
• Also Supported: Gmail, LinkedIn, Twitter, Github

UNIFIED CONTACT MANAGEMENT
• Brings all your contacts into one place
• Automatically keeps contacts up-to-date
• Enrich contacts from email signatures¹
• Organized by when you last talked, first met, location and more

PROFESSIONAL-CLASS EMAIL
• Bookmark a message and Cloze will remind you to follow-up later
• Get reminded if you don’t receive a reply to an important email¹
• Be notified when a recipient opens an email or clicks on a link you sent¹
• Templates: Create and reuse template emails¹ Share them across your team²
• Mail merge: Personalize email sent to many people at the same time¹
• Scheduled send: Write your email now, have Cloze deliver it later¹
• Supports Gmail, iCloud, Office365, Exchange, Outlook, Yahoo!, IMAP

CRM WITHOUT THE BUSY WORK
• Track the activity around projects and deals automatically¹
• Automatic reminders when it’s time to reach out to key contacts¹
• Next steps: Automatic reminders of what's next for any deal
• Add To-Dos to track things you have to get done¹
• Agenda: one place to see all your meetings, reminders and follow-ups¹
• Pipeline: see all the email, calls, files, notes, meetings, and to-dos related to any deal in your pipeline¹
• Company views: see your complete history with a company without any setup¹

ONE VIEW OF EVERYTHING
• Emails: Automatically organizes mail by people, company, project and deal
• Calls: Automatically log your calls (AT&T, Verizon, T-Mobile USA, Sprint, RingCentral)¹
• Files: Automatically link files to your contacts (Dropbox, Google Drive, OneDrive, Slack)¹
• Notes: Automatically match notes to contacts (Evernote, OneNote)¹
• Messages: Track your Slack conversations about your clients and customers¹
• Calendar: Meeting context at your fingertips (Google Calendar, Office365, Exchange, Outlook, iCloud)¹
• Social: Twitter posts, Facebook and LinkedIn page activity

AWESOME SEARCH
• Search for contacts the way you think (“marketers at IBM”)
• Organize and find contacts and deals by keywords
• One place to search across Gmail, Google Calendar, Google Drive, Office365 mail and OneDrive, Slack, Dropbox, Evernote¹

WORK AS A TEAM²
• One team-wide view of all communication for every deal and project
• Always know who last talked to any customer, client, or prospect
• Assign and track who's responsible for contacts, next steps and to-dos
• Manage your all of your company's contacts, projects and deals in one place

Cloze is free to use.
¹ Cloze Pro adds these features and is available as a 14-day no-obligation free trial or by monthly or annual subscription as an in-app purchase.
² Your Cloze Pro subscription entitles you to all Cloze Business features.

Prices vary by location. Subscriptions will be charged to your iTunes account and will automatically renew unless cancelled at least 24 hours before the end of the current period. Once paid, a subscription is non-refundable for that period.

Cloze is available on Chrome, iOS, Android and the web - your account works everywhere.

PRIVACY & SECURITY PLEDGE

• We won't spam your contacts
• We won't sell your information
• It's your information not ours
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "manifest_version": 3, "name": "Cloze Sidebar for CRM", "short_name": "Cloze Sidebar", "description": "See everything about your contacts and deals in one place - automatically", "version": "2024.5.704", "icons": { "16": "img/icon-16px.png", "48": "img/icon-48px.png", "128": "img/icon-128px.png" }, "permissions": [ "tabs", "storage", "webNavigation" ], "host_permissions": [ "https://app.hubspot.com/", "https://crm.ondemand.com/", "https://dialpad.com/", "https://dynamics.com/", "https://github.com/", "https://lightning.force.com/", "https://mail.google.com/", "https://pipedrive.com/", "https://salesforce.com/", "https://savvaidis.com/", "https://slack.com/", "https://sothebysrealty.gr/", "https://sugarcrm.com/", "https://twitter.com/", "https://workspace.ibm.com/", "https://www.linkedin.com/", "https://www.owler.com/", "https://www.zillow.com/" ], "optional_host_permissions": [ "http://*/*", "https://*/*" ], "background": { "service_worker": "js/cloze-background.js" }, "action": { "default_icon": { "19": "img/icon-disabled-19px.png", "38": "img/icon-disabled-38px.png" }, "default_title": "Show the Cloze context for this tab" }, "content_scripts": [ { "matches": [ "http://*/*", "https://*/*" ], "css": [ "css/cloze-sidebar.css" ], "js": [ "js/zepto.min.js", "js/async.js", "js/date.js", "js/db.min.js", "js/cloze-select.js", "js/cloze-cache.js", "js/cloze-mapper.js", "js/cloze-content.js" ], "run_at": "document_start" } ], "web_accessible_resources": [ { "resources": [ "dynamic/*" ], "matches": [ "*://*/*" ] } ]}
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How to download and manually install Cloze Sidebar for CRM extension for Chrome

Looking for a way to install Cloze Sidebar for CRM extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Cloze Sidebar for CRM extensions manually, this article outlines two simple methods to effortlessly install Cloze Sidebar for CRM extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Cloze Sidebar for CRM extension and manually install through Drag &Drop

If you ever need to manually install a Cloze Sidebar for CRM extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Cloze Sidebar for CRM Extension by clicking the "Download CRX" button on the website.

Look for the Cloze Sidebar for CRM extension you wish to install. Go to the website and download the Cloze Sidebar for CRM extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Cloze Sidebar for CRM extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Cloze Sidebar for CRM extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Cloze Sidebar for CRM extension for Chrome and install in Developer Mode

This is another method to install Cloze Sidebar for CRM extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Cloze Sidebar for CRM extension file

Select and download the Cloze Sidebar for CRM extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Cloze Sidebar for CRM extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Cloze Sidebar for CRM extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Cloze Sidebar for CRM extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Cloze Sidebar for CRM extension in 2 ways. We hope this guide proves helpful.

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User reviews

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Judah Dorn (ID: 000000bc21cde62c) Voted 5 ★ - Updated 06/08/2022 It's imperfect, but it's unlike any other program I've experienced and I will never go back.

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Andy Sawyer (ID: 000000e752b3ec83) Voted 5 ★ - Updated 11/25/2019 they are the best and on support andy

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John O (ID: 000000ef4d836385) Voted 2 ★ - Updated 05/17/2019 No longer works with LinkedIn, which was the only thing I ever needed this for. Back to manually entering LinkedIn data in my Cloze contacts.

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(ID: ) Voted 5 ★ - Updated 06/08/2018 The crm and the extension are HUGE. Saves a ton of time and makes my life much easier. Homerun

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Paul Raczynski (ID: 000000f8c208809f) Voted 5 ★ - Updated 10/12/2017 Very useful and elegant. I moved from Nimble and it's like a day and night! No comparison. It works great with HubSpot too!