Close CRM

What is Close CRM?

Close is a customer relationship management software that provides an overview of all your sales processes and activities.
It automatically organizes your sales activities which include calls, emails, reminders, and more. The CRM is specifically designed to improve the sales workflow and assist your sales team to boost their productivity and efficiency. 
Every team member has complete access to all activities within the sales process. 
Users do not have to spend hours tracking every touchpoint as they can run all their sales communication through the CRM with complete transparency. 
All in all, the platform allows sales representatives to reach and follow up with more leads in a streamlined manner. 

Vendor Details

• Company: Elastic Inc.
• Website: https://close.com/
• Founded in 2013
• Country of origin: United States of America

Close CRM Key Features

• Calling

The calling feature allows sales teams to increase their call volume without having to leave the CRM. 
The tool’s robust Power Dialer simplifies the calling process and enables users to close more deals without any hurdles. 

• Call coaching

The call coaching feature provides the best call coaching tools that improve your sales teams’ sales performance. 
The premade call coaching is ideal for sales managers who are struggling to coach their sales representatives remotely. 

• Predictive dialer

The predictive dialer is another excellent feature included in the CRM. It takes call automation to a whole new level. It enables sales representatives to dial multiple numbers in one go. The tool automatically identifies when the call is answered by a real person and directs the call to an available sales resource. 

• Emailing

The emailing tool is specially designed to facilitate sales sequences, follow-ups, and templates. 
Users can seamlessly integrate their existing email account into the CRM with just a single click. 
You can keep track of the entire email communication and engagement of your team. This platform automatically assigns every email to the right lead and also streamlines the entire interaction history. 

• Email automation

The email automation feature allows you to create revenue-generating and time-efficient email sequences. The email sequences are easy to create and do not require a heavy investment of time. 
The small learning curve of the email automation feature allows you to focus on optimizing your email content without wasting time on other unproductive tasks. 

• Pipeline view

The pipeline view feature provides a comprehensive view of the sales pipeline. It includes a drag and drop workflow editor which allows you to create customizable and actionable revenue insights. 
You can also create multiple pipelines for improved accuracy and precision. 

• Search and smart views

With this feature, you can find any piece of information about your leads in just a few seconds. Users can build Smart Views to influence the flow of leads based on the defined criteria. 
The Smart Views can create dynamic email and calling workflows, identify leads that have lost touch, and find leads with whom you have communicated. 

• Reporting

The reporting features add life to your data and offer a clear picture of everything from projections to leaderboards and more. 
Users can create personalized leaderboards based on the most important metrics to your team members. 
Track and analyze the sales activity and performance of every member and help them improve their efficiency. 

Close Features Overview

• Audience targeting
• Call management
• Call recording
• Campaign management
• Contact database
• Contact management
• Customer segmentation
• Email marketing
• Email automation
• Lead capture
• Lead distribution
• Lead nurturing
• Performance metrics
• Referral tracking
• Queue management
• Sales forecasting
• Sales pipeline management
• Task management
• Territory management
• Search 
• Opportunity management
• Reporting

Close CRM Pricing

The vendor offers four main pricing plans which include calling, SMS, and email tools. 

Starter

• Price: $29 per month/user

Basic

• Price: $69 per month/user

Professional

• Price: $99 per month/user

Business

• Price: $149 per month/user

Close CRM Pros and Cons

Close CRM Integrations

• Slack
• Zoom
• Zapier
• Airtable
• ActiveCampaign
• Asana
• Autopilot
• Bento
• Clearbit
• Calendly
• Drift
• Drip
• Droyd
• Gong
• HelloSign
• Hyperise
• Mailchimp
• Marketo
• PandaDoc
• Stripe
• Trello

Close CRM Specifications

Free Trial – Yes

Free Version

Deployment

• Cloud, SaaS, web-based

Devices supported

• Windows
• Mac

Training

• Live online
• Webinars
• Documentation
• Videos

Close CRM pricing plans

• Starter: $29 per month/user
• Basic: $69 per month/user
• Professional: $99 per month/user
• Business: $149 per month/user

Languages supported

• English

Close CRM support

• Email
• FAQs
• Knowledge base
• Phone support
• Chat

Close CRM Alternatives

• Keap
• Freshworks CRM
• kintone
• Pipedrive
• eWay-CRM
• Capsule
• monday.com
• NetSuite CRM
• Salesforce Essentials
• Nutshell
• Vtiger CRM
• Accelo
• Apptivo
• Zoho CRM
• Insightly
• ClinchPad
• Highrise
• Bitrix 24
• EngageBay
• Salesflare
• Agile CRM
• Lusha

Did we miss any feature in our Close CRM review? Leave your comments below and tell us about your experience with the tool.