Close is a comprehensive sales CRM designed to help sales teams manage their leads, track their sales pipeline, and close more deals. It would be seen as a highly customizable tool with features like call recording and email templates that can be tailored to the needs of different sales organizations.
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Close CRM is a sales-focused customer relationship management tool designed specifically for small to midsize businesses. It helps sales teams increase productivity, improve forecast accuracy, and gain valuable customer insights. Its streamlined approach, including integrated omnichannel communication and automation, makes it an excellent fit for startups, growing companies, and SMBs needing a powerful yet intuitive sales solution.
Close CRM differentiates itself with its speed, ease of use, and sales-first approach. It offers productivity-enhancing tools like a predictive dialer, rule-based automations, and omnichannel communication (email, calls, SMS, and video). Unlike traditional CRMs, Close focuses on helping sales teams close deals faster, with users reporting setup times of hours—not weeks or months. This makes it ideal for fast-paced teams prioritizing efficiency over complex customization.
Key features of Close CRM include: - **Omnichannel Communication:** Send and track emails, SMS, and follow-ups directly from the platform. - **Predictive Dialer:** Automate outbound calling for increased efficiency. - **Workflow Automation:** Rule-based triggers for automating tasks, lead routing, and follow-ups. - **Calendar and Reporting Integration:** Sync calendars and access detailed sales analytics. - **Video Meeting Integration:** Includes tools like Zoom for hosting calls within the CRM. - **Pipeline Customization:** Create and adjust sales pipelines to fit your team's workflow.
Close CRM offers three pricing tiers: - **Startup Plan ($49/user/month annually):** Best for small teams getting started with CRM tools. - **Professional Plan ($99/user/month annually):** Adds features like custom activities, bulk emailing, and advanced reporting. - **Enterprise Plan ($139/user/month annually):** Perfect for scaling businesses, with premium features like predictive dialers and dedicated support. The pricing is transparent, and plans can be scaled as your business grows.
Yes, Close CRM offers extensive integrations to support diverse workflows. For instance, it integrates with **Zoom** for video calls, **Zapier** for workflow automation, and numerous calendar applications for seamless scheduling. It also connects with leading email platforms, VoIP providers, and other sales tools, making it easy to centralize your sales processes.
Close CRM enables powerful workflow automation through rule-based triggers. Users can automate tasks like sending follow-ups, assigning leads to team members, and setting deal statuses. Pipeline workflows can be tailored to specific sales processes, ensuring that repetitive tasks are minimized, and sales reps can focus on closing deals.
Close CRM enables powerful workflow automation through rule-based triggers. Users can automate tasks like sending follow-ups, assigning leads to team members, and setting deal statuses. Pipeline workflows can be tailored to specific sales processes, ensuring that repetitive tasks are minimized, and sales reps can focus on closing deals.
Close CRM is designed for fast implementation. Unlike traditional CRMs that may take weeks or months to deploy, Close users can get up and running in just a few hours. The platform's intuitive interface and helpful onboarding resources make it easy for teams to start using the tool without heavy training or technical expertise.
Yes, Close CRM is ideal for remote and distributed sales teams. With omnichannel communication, video meeting integrations, and cloud-based access, team members can stay connected wherever they are. The platform ensures team-wide collaboration with streamlined workflows and shared pipelines, making remote sales management seamless.
