Cloze Plans: Free vs Paid and Qualifying Tiers

Map must-haves to Cloze plan names before you compare starting tiles.

1. Write your day-one must-haves as a list, in outcome language.
2. Beside each one, write the lowest Cloze plan that research shows carries it. Our research does not flag plan-gated capabilities for Cloze, but confirm your must-haves against the plan you actually intend to buy.
3. Highlight anything unclear and check it on /pricing/cloze/ or in the trial.
4. Note add-ons separately.
5. Ask which plan any demo runs on before you use it as evidence.

Worked example: a 12-person B2B advisory team needs contact management and lead management, email sync, and weekly reporting from Cloze. Two of those sit on the entry tier in research; the highest-gated one sets the plan, so they stop comparing anything cheaper.

Read these as capability tiers — not good / better / best marketing.

1. Pro — Entry tier. Research shows it carries contact management, lead management, pipeline management, and deal management. Choose it only when every must-have on your sheet appears here — otherwise its price is irrelevant to you. Snapshot records a 14-day trial.
2. Silver — Research shows the same capability list as Pro in our snapshot, so step up only for a reason you can name: seats, scale, governance, or support. Snapshot records a 14-day trial. Confirm what changes on the pricing page.
3. Gold — Research shows the same capability list as Silver in our snapshot, so step up only for a reason you can name: seats, scale, governance, or support. Snapshot records a 14-day trial. Confirm what changes on the pricing page.
4. Platinum — Research shows the same capability list as Gold in our snapshot, so step up only for a reason you can name: seats, scale, governance, or support. Snapshot records a 14-day trial. Confirm what changes on the pricing page.

Worked example: a 12-person B2B advisory team drops Pro once must-haves sit higher, and compares only the Cloze plans that clear every gate.

1. No free Cloze plan in our snapshot — the question is trial vs Pro. Our pricing snapshot records a 14-day trial on Pro, Silver, and Gold — confirm current terms on the Cloze pricing page before you build a schedule around it.
2. Do must-haves sit on Pro? If no, entry price is irrelevant.
3. Can you prove the loop in the trial window with real deals? If no, ask for an extension in writing.
4. Prefer monthly while fit is unproven over a long annual term.

Worked example: a 12-person B2B advisory team runs a scoped trial with two sellers, then buys the qualifying plan — not Pro — for 12 seats.

Hand this five-line algorithm to anyone on the buying team.

1. List must-haves (M1…Mn).
2. For each Mi, find the lowest Cloze plan that carries it.
3. Take the highest of those — that is the qualifying plan.
4. Check capacity. Confirm Cloze seat/record caps on the pricing page. If you do not fit, move up one tier.
5. Count seats honestly (sellers, managers, ops, paid viewers).

Then estimate that plan in the Cost Calculator; add admin / migration / training as categories, not invented totals.

Worked example: a 12-person B2B advisory team lands on a Cloze qualifying plan set by their highest-gated must-have, counts 12 seats plus ops, and prices only that combination.

1. Stay on the cheapest qualifying plan when must-haves and seats fit.
2. Step up when one must-have sits higher — buy the tier, skip the forever workaround.
3. Walk when the qualifying Cloze plan breaks a written constraint. Research: stronger for Real-estate professionals needing relationship CRM and Advisors managing follow-ups and people timelines; weaker for Enterprise B2B SaaS pipeline orgs and Marketing automation buyers.
4. Write plan name, must-have that set it, and re-check date.
5. Use the worth-it guide for fit — not invented payback maths.

Worked example: when the cheap Cloze tier missed a must-have, a 12-person B2B advisory team bought the qualifying plan or shortlisted HubSpot and Capsule — they did not pretend the workaround was free.