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.
- Company: Elastic Inc.
- Website: https://close.com/
- Founded in 2013
- Country of origin: United States of America
Close CRM Key Features
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.
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.
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.
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.
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.
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.
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
- Opportunity management
Close CRM Pricing
The vendor offers four main pricing plans which include calling, SMS, and email tools.
- Price: $29 per month/user
- Price: $69 per month/user
- Price: $99 per month/user
- Price: $149 per month/user
Close CRM Pros and Cons
- 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
- 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
- Cloud, SaaS, web-based
- Live online
Close CRM pricing plans
- Starter: $29 per month/user
- Basic: $69 per month/user
- Professional: $99 per month/user
- Business: $149 per month/user
Close CRM support
- Knowledge base
- Phone support
Close CRM Alternatives
- Freshworks CRM
- NetSuite CRM
- Salesforce Essentials
- Vtiger CRM
- Zoho CRM
- Bitrix 24
- Agile CRM
Did we miss any feature in our Close CRM review? Leave your comments below and tell us about your experience with the tool.