Close CRM

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Read our Close CRM review to learn more about its key features, pricing plans, integrations, and specifications.

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



PROS:
  • Importing contacts from existing email accounts is very swift and easy
  • The search function allows users to look for any information in just a few seconds
  • Excellent API
  • The user interface is very intuitive and easy to use
  • Users can easily set reminders, follow-ups, and create email sequences and workflows
  • One of the best CRM tools for businesses engaged in cold calling
  • Every email communication and engagement can be tracked and easily visible on one page

CONS:
  • There is plenty of room for improvement for contact and lead management features 
  • Poor call quality
  • Users cannot add custom fields to contacts within a lead
  • The reporting tools are not up to the mark
  • Although it offers an impressive set of features, the pricing is on the higher side in comparison to some other available platforms



Close CRM Integrations


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

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


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.5 Total Score

Design
8.5
Usability
9
Support
8.5
Price
8
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Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency.  At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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