Do you need help managing your customer relationships and sales processes efficiently?
In today’s competitive landscape, a reliable CRM solution is crucial for businesses of all sizes.
Close CRM promises to streamline your sales workflow and boost productivity.
But is it the right fit for your unique needs?
In this comprehensive review, we’ll delve into the features, pricing, pros, and cons of Close CRM to help you make an informed decision.
Boost sales and productivity with Close CRM’s built-in calling, email sequences, and automation. Start your 14-day free trial today!
What is Close CRM?
Close CRM is like a super-powered toolbox for sales teams.
It helps you keep track of every step of the sales process, from the first hello to closing the deal.
You can organize all your contacts, see what deals are in the pipeline, and even make phone calls right from the app.
It’s all about making customer relationship management easier so you can spend less time on paperwork and more time making sales.
Who Created Close CRM?
Close was born out of the frustration Steli Efti and Phil Freo felt with manual data entry and traditional CRMs.
In 2013, they created Close to meet the needs of small businesses and sales teams.
Their goal: empower sales reps to focus on selling.
Close streamlines tasks, freeing time for customer interactions.
It’s designed to be intuitive and powerful, an essential tool for any sales team.
Top benefits of Close CRM
- Full Team Engagement: See what your whole team is up to in real-time. Everyone’s activity is tracked, so no deals slip through the cracks.
- Dial Multiple Numbers: No more wasting time dialing one number at a time. Power dial through your list and connect with more prospects faster.
- Close More Deals: With a streamlined sales process and built-in tools, you’ll be able to convert more leads into paying customers.
- Team Engagement: Foster collaboration with features like shared notes and task assignments. Everyone’s on the same page, working for the same goal.
- Call Coaching: Listen to call recordings and give your team feedback. Help them improve their skills and close even more deals.
- Professional Features: Close is packed with advanced tools like custom objects and automation. It’s designed to grow with your business.
- Mobile Device: Take your CRM on the go with the Close mobile app. Access your data and stay connected, even when you’re out of the office.
Best Features of Close CRM
Close CRM boasts a suite of features designed to streamline your sales process.
Let’s dive into some of the standout tools that set Close apart.
1. Inbox
Close’s unified inbox is your command center for communication.
No more switching between apps – emails, calls, SMS, and even voicemail are all accessible in one place.
You’ll never miss a beat, ensuring timely and effective customer interactions.
2. Leads
Say goodbye to spreadsheets and disorganized contact lists.
Close’s lead management system keeps all your prospect information organized and accessible. Easily track interactions, schedule follow-ups, and nurture leads toward conversion.
3. Workflows
Automate repetitive tasks & free up your team’s time for what truly matters – building relationships and closing deals.
Close’s powerful workflow automation lets you create sequences for emails, calls, and SMS, ensuring consistent and timely follow-ups.
4. Conversations
Close seamlessly logs every interaction with your prospects and customers.
You can easily view call transcripts, listen to recordings, and review email threads, providing valuable context and insights for your sales team.
5. Reporting
Track your team’s performance & gain actionable insights with Close’s customizable reporting.
From sales activity to pipeline health, you’ll have the data you need to make informed decisions and drive continuous improvement.
Pricing
Close CRM offers transparent pricing plans to cater to businesses of different sizes and needs.
| Plan | Pricing (User/month) | Feature |
| Startup | $59 | Lead & contact management, email & SMS, basic calling |
| Professional | $109 | Power dialer, call coaching, custom reporting |
| Enterprise | $149 | Advanced automations, API access, custom objects |
Pros and Cons
Understanding the strengths and weaknesses of any tool is vital before investing. Let’s break down what Close CRM excels at and where it might fall short.
Pros
Cons
Alternatives of Close CRM
If Close CRM doesn’t quite fit your needs, fear not. The market is brimming with capable alternatives, each with unique strengths:
- HubSpot Sales Hub: A popular all-in-one platform with robust features for marketing, sales, & customer service.
- Salesforce Sales Cloud: A highly customizable enterprise-level solution offering extensive features and scalability.
- Pipedrive: A visually appealing and intuitive CRM, ideal for small and medium-sized businesses.
- Zoho CRM: A feature-rich and affordable CRM with a wide range of integrations.
- Freshsales: A user-friendly CRM known for its clean interface and powerful automation capabilities.
Personal Experience with Close CRM
My team recently adopted Close CRM to streamline our sales process and enhance collaboration.
We were drawn to its intuitive interface and powerful built-in calling features, which allowed us to connect with prospects more efficiently.
Here’s a breakdown of how we leveraged Close CRM’s features to achieve our goals:
- Centralized communication: The unified inbox became our go-to hub for all customer interactions, eliminating the need to juggle multiple platforms.
- Lead nurturing: We utilized the lead management system to organize our prospects and track their progress through the sales funnel.
- Automation: Workflow automation proved invaluable for automating repetitive tasks like follow-up emails, freeing up our team’s time for more meaningful interactions.
- Collaboration: The ability to share notes, assign tasks, and view team activity in real-time fostered a collaborative environment & ensured everyone was on the same page.
- Call coaching: We leveraged call recordings and the call coaching feature to provide valuable feedback to our sales reps, leading to improved performance and increased conversions.
Overall, Close CRM has been a game-changer for our team. Its user-friendly interface, robust feature set, and excellent customer support have helped us streamline our sales process and achieve our desired results.
Final Thoughts
Close CRM is a powerful tool for sales teams looking to streamline their workflow & boost productivity.
Its intuitive interface, robust features, and built-in calling capabilities make it a top contender in the CRM market.
While it may not be the cheapest option, its value proposition is undeniable.
If you’re seeking a CRM that prioritizes simplicity, efficiency, and sales-focused features, Close CRM is worth serious consideration.
Take advantage of their 14-day free trial to experience its benefits firsthand and see if it’s the right fit for your team.
Frequently Asked Questions
What sets Close CRM apart from other CRMs?
Close CRM stands out with its seamless built-in calling, intuitive interface, and focus on sales productivity. It eliminates the need for third-party integrations, making it a streamlined solution for sales teams.
Is Close CRM suitable for small businesses?
Absolutely! Close CRM caters to businesses of all sizes, including small businesses. Its affordable pricing plans and focus on essential sales features make it a valuable asset for growing teams.
Can I integrate Close CRM with other tools I use?
While Close CRM offers limited third-party integrations, it does provide API access for custom integrations. It also integrates with popular tools just like Zapier, Gmail, and Outlook.
Does Close CRM offer a mobile app?
Yes, Close CRM has a mobile app available for both iOS and Android devices. It allows you to simply access your CRM data, make calls, and manage your sales pipeline on the go.
What kind of support does Close CRM provide?
Close CRM is known for its excellent customer support. They offer email and phone support, as well as a comprehensive knowledge base and helpful resources.
