Close CRM Review 2024: Is This The Ultimate Sales Tool?

In this Close CRM review, we will explore whether Close CRM is the ultimate sales tool for your business needs.

We will dive into its features, pricing, pros and cons, and even compare some alternatives.

Whether you’re a small business owner or a sales manager looking for an efficient CRM solution, this review aims to provide a clear and concise understanding of what Close CRM has to offer.

What is Close CRM?

Close CRM Review

Close CRM is a customer relationship management (CRM) software designed to help you streamline your sales processes.

Known for its intuitive interface and robust features, Close CRM focuses on enhancing your sales productivity and efficiency.

It offers a range of tools such as lead management, email automation, calling, and reporting, all integrated into one platform.

This makes it easier for you to manage your contacts, track communication, and close deals faster.

Close CRM is particularly popular among small to medium-sized businesses looking for a comprehensive yet easy-to-use solution to boost their sales performance.

Close CRM Features

Lead Management Features

Lead Capture

Lead capture in Close CRM is designed to help you efficiently gather and organize potential sales leads from various sources.

You can create customizable web forms to capture leads directly from your website and automatically import the captured information into Close CRM.

The email parsing feature allows you to automatically extract lead information from incoming emails, ensuring no lead is missed.

Close CRM’s API integration lets you connect with other tools and platforms to capture leads from custom applications or third-party services.

Leveraging Zapier integration enables you to connect Close CRM with over 2,000 other apps, automating lead capture from various online sources, including social media and lead generation tools.

Lead Scoring

Lead scoring in Close CRM is a valuable tool in the sales world. It helps you identify high-potential leads, similar to finding the right puzzle pieces that fit perfectly together to form a successful picture.

Close CRM assigns scores to leads based on a variety of factors, like how interested they seem in your product or service, how they’ve engaged with your brand in the past, and even demographic information.

By analyzing these details, Close CRM helps you separate high-potential leads from the ones that might need a bit more nurturing.

This means you can focus your time and energy where it matters most—on the leads that are most likely to become paying customers.

And here’s the real magic: this scoring system isn’t static. It’s dynamic and constantly evolving, just like your sales process.

As new information comes in, the scores adjust in real time, ensuring you’re always working with the most accurate and up-to-date data.

Lead Tracking

Lead tracking in Close CRM is your compass in the world of sales, guiding you through the journey of each potential customer.

With Close CRM, you can monitor the status and history of each lead, from the moment they first interact with your brand to the final decision-making stage.

You can see when a lead was first captured, how they’ve engaged with your emails or calls, and any notes or tasks associated with them.

This comprehensive view not only keeps you organized but also helps you tailor your approach to each lead based on their unique journey.

And the best part? Lead tracking isn’t just about looking back—it’s also about looking forward. With Close CRM, you can set reminders and follow-up tasks to ensure that no lead slips through the cracks.

Email Automation Features

Email sequences

Imagine you have a list of leads you’ve been meaning to follow up with, but life gets busy, and it’s easy to forget.

That’s where email sequences come in handy. With Close CRM, you can create a series of automated follow-up emails using customizable templates.

Think of these templates as your pre-written messages, ready to go whenever you need them. You can tailor them to suit different situations or types of leads, ensuring your messages always hit the right note.

Once you’ve set up your email sequence, Close CRM takes care of the rest. It sends out your emails at the perfect intervals, keeping your leads engaged without you having to lift a finger.

And because everything is automated, you can focus your time and energy on other important tasks, knowing that your follow-ups are in good hands.

So, whether you’re following up with a new lead or nurturing an existing one, email sequences in Close CRM make sure your messages are timely, relevant, and effective.

Bulk Emailing

Bulk emailing in Close CRM is a powerful feature that simplifies the process of reaching out to a large audience. It’s ideal for newsletters, announcements, and promotions, allowing you to send the same email to multiple contacts at once.

Instead of writing individual emails, you can create a single template and then choose recipients from your contact list. This saves time and ensures consistent communication.

But it’s not only about saving time; it’s also about being strategic in your communication. With Close CRM, you can personalize your mass emails using merge tags, making each recipient feel like the message was created specifically for them.

You can also schedule emails to go out at the perfect time, ensuring they land in your contacts’ inboxes when they’re most likely to engage.

Close CRM provides insights into how your emails are performing, allowing you to see who opened them, clicked on links, and even who unsubscribed. This data helps you fine-tune your messaging for maximum impact.

Email Tracking

Email tracking in Close CRM acts as your digital compass, guiding you through the details of your email campaigns.

With Close CRM, you’re not left in the dark once you hit send.

You will receive real-time notifications when your email is opened, links are clicked, or if it’s forwarded, providing valuable insights into your audience’s engagement.

Tracking opens and clicks are just the beginning. Close CRM also allows you to keep an eye on who unsubscribes from your emails, giving you crucial insights into how effective your campaign is.

Armed with this information, you can fine-tune your email strategy to ensure it has the greatest possible impact.

Calling Features

Built-in Calling

When reviewing a lead and ready to reach out, Close CRM allows you to make calls directly from the platform, eliminating the need to switch between apps or devices.

With just a few clicks, you can dial the number and start the conversation, all while keeping track of the details within Close CRM.

Close CRM also enables you to log call details, take notes, and schedule follow-up tasks. This ensures that every interaction is captured and followed through.

You can also record your calls for reference or training purposes, all within the same platform.

Whether you’re cold-calling prospects, following up with leads, or conducting sales meetings, the built-in calling feature in Close CRM streamlines your communication process. It makes it easier to connect with your contacts and move them through the sales pipeline.

Call Recording

With Close CRM, you can effortlessly record the call with a simple click. This feature ensures that every word exchanged during the conversation is captured accurately.

The call recording feature in Close CRM provides more than just documentation. These recordings have various uses such as for training sessions, reviewing important information, and ensuring accurate follow-up actions.

All recordings are securely stored within the platform and can be easily accessed when needed.

Call Tracking

When you make or receive a call through Close CRM, the system automatically logs details like when the call happened, how long it lasted, and its outcome. This helps you stay organized and understand your calling habits better.

You can also add notes or tags to each call to remind yourself of what was discussed or any follow-up actions needed.

This makes it easier to keep track of your conversations and ensures nothing slips through the cracks.

Call tracking in Close CRM helps you manage phone communications effectively when reaching out to leads, checking in with clients, or handling customer inquiries.

Sales Pipeline Management Features

Customizable Pipelines

Customizable pipelines in Close CRM empower you to design sales processes that perfectly align with your business strategy.

Imagine you operate an e-commerce business. Your sales process may include stages such as “Lead Generated,” “Contact Made,” “Proposal Sent,” “Negotiation,” and “Deal Closed.” Close CRM allows you to build a pipeline that mirrors these stages precisely.

You’re not limited to predefined steps – you can customize them to align with your specific workflow.

The sales process isn’t just about stages. For example, if you sell software, you might want to keep track of details such as the size of the prospect’s company, their industry, or the type of software they’re interested in, in addition to the standard stages.

Close CRM allows you to add custom fields to capture this information, giving you better insights into your sales pipeline. Think of customizable pipelines as a blueprint for your sales success.

Drag-and-Drop Interface

With Close CRM’s drag-and-drop interface for pipelines, managing your sales process feels like a breeze.

Imagine your sales pipeline as a series of stages, each representing a step in your sales process—from “Prospect” to “Closed-Won.” With Close CRM, you can effortlessly move deals from one stage to another by simply dragging and dropping them where they belong.

No more navigating complex menus or wrestling with cumbersome interfaces. With Close CRM’s intuitive drag-and-drop feature, you can visually organize your pipeline in seconds. Need to move a deal from “Contacted” to “Negotiation”? Just grab it and drop it into the new stage. It’s that easy!

This intuitive interface not only saves you time but also provides a clear, visual representation of your sales pipeline.

You can see at a glance which deals are progressing smoothly and which ones need attention, helping you stay on top of your sales game.

Pipeline insights

Pipeline insights in Close CRM provide a window into your sales process, helping you make informed decisions and drive results.

Close CRM gives you insights into this roadmap, showing you the number of deals in each stage, their total value, and the average time it takes to move deals from one stage to the next.

Close CRM also provides visual representations of your pipeline, such as charts and graphs, making it easy to spot trends and identify areas for improvement.

For example, you might notice that deals tend to get stuck in the “Negotiation” stage. This insight could prompt you to review your negotiation strategy and make adjustments to speed up the process.

By providing a clear view of your sales pipeline, Close CRM helps you prioritize your efforts, focus on the most promising leads, and ultimately, close more deals.

Integrations

Integrations in Close CRM make your sales process smoother by connecting it with other tools you use.

Email Integration: Close CRM easily integrates with popular email services such as Gmail and Outlook, allowing you to manage your emails from within Close CRM and keeping all your communication in one place.

Third-Party Apps: Close CRM integrates with other applications such as Zapier and Slack. Through Zapier, you can automate tasks between Close CRM and other apps, which helps you save time. Integration with Slack allows you to receive notifications and updates from Close CRM directly in your Slack channels, keeping your team informed.

API Access: Close CRM provides API access, allowing you to create custom connections with other tools. This flexibility lets you tailor Close CRM to your needs, integrating it into your existing systems.

These integrations enhance Close CRM, making it a more powerful tool for managing your sales processes. Whether you’re streamlining communication, automating tasks, or customizing your CRM, Close CRM’s integrations help you work more efficiently.

Reporting and Analytics

Reporting and analytics in Close CRM are your secret weapons for unlocking insights and driving success in your sales efforts.

Activity Comparison: With the Activity Overview, you can compare sales activities across different team members or periods.

This allows you to identify top performers, track progress, and pinpoint areas for improvement. Whether you’re analyzing calls made, emails sent, or meetings scheduled, this feature gives you valuable insights into your team’s productivity and effectiveness.

Opportunity Funnels: Close CRM’s Activity Overview also includes Opportunity Funnels, which visualize the progression of your sales opportunities through various stages of your pipeline.

This visual representation helps you understand where deals are getting stuck and where they’re flowing smoothly. By analyzing the movement of opportunities through the funnel, you can optimize your sales process and increase your chances of closing more deals.

Activity Reports: With Close CRM, tracking sales activities and team performance is easy. Gain visibility into important metrics such as calls, emails, and meetings scheduled with these reports.

You can see which team members are hitting their targets and identify areas where additional support or training may be needed.

With Close CRM’s reporting and analytics, you can transform raw data into actionable insights. This empowers you to optimize your sales strategy, maximize performance, and achieve your goals.

Task Management Features

Task Creation

Task creation in Close CRM is your go-to tool for staying organized and on top of your leads and deals.

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With Close CRM, you can easily create tasks directly related to these interactions. Whether it’s a follow-up call, sending a proposal, or scheduling a meeting, you can quickly create tasks to ensure that nothing falls through the cracks.

Task Assignment

Task Assignment feature in Close CRM enables seamless collaboration within your team.

Assigning tasks is simple: pick a task, set a deadline, and choose the responsible team member. You can assign tasks with just a few clicks, whether it’s a follow-up call, sending a proposal, or scheduling a meeting.

Each task comes with its deadline and priority level, ensuring everyone knows what needs to be done and when. You can also add notes and attachments to provide context or additional instructions.

Close CRM’s Task Assignment feature allows you to create a structured workflow that holds everyone accountable and focused on achieving their goals.

Task Reminders

Task Reminders in Close CRM are your assistant, ensuring nothing slips through the cracks.

With Task Reminders, you can set notifications to remind you of upcoming tasks, deadlines, or important follow-ups. Whether it’s a crucial call, a proposal due date, or a follow-up meeting, Close CRM keeps you on track by sending timely reminders.

These reminders help you stay organized and focused on your priorities, making sure no task is overlooked or forgotten.

Contact Management Database

The Contact Database within Close CRM is a powerful tool that assists with effective contact management and organization. It serves as a centralized hub for storing all contact details, including names, email addresses, phone numbers, and relevant information.

Your contact database is a centralized hub for storing all your contact details, including names, email addresses, phone numbers, and relevant information.

This means you can access all your contacts’ information in one convenient location, making it easy to stay organized and connected.

It’s not just about storing information; it’s about making it actionable. Close CRM allows you to segment your contacts based on different criteria such as lead status, industry, or location.

This enables you to target specific groups of contacts with tailored messaging and campaigns, thereby increasing your chances of success.

The Close CRM Contact Database is completely customizable, allowing you to add custom fields and tags to capture the specific details that are most important to your business.

Segmentation

Segmentation enables you to categorize contacts based on specific attributes such as demographics, behavior, or engagement level.

This flexibility allows you to create targeted lists tailored to your business needs, ensuring that your communication is relevant and personalized.

Segmenting your contacts allows you to focus your marketing efforts by sending customized messages or campaigns to specific audience segments.

Whether you want to target leads based on their industry, prospects interested in a particular product, or loyal customers for special promotions, segmentation helps you deliver more focused and effective communication.

Workflows

Workflows in Close CRM can be your secret weapon for automating repetitive tasks and streamlining your sales process.

With workflows, you can set up a series of automated actions that are triggered whenever a certain condition is met.

For example, you can create a workflow that automatically assigns a follow-up task to a salesperson when a new lead is added to the system.

Workflows aren’t just for managing new leads. They can also be used to automate tasks such as sending follow-up emails, updating contact information, and progressing deals through various stages of your pipeline. This helps save time and ensures that nothing is overlooked.

Conversations

The Conversations View in Close CRM is your go-to hub for tracking all calls and meetings within your organization, ensuring you never miss a beat. Here’s a closer look at its standout features:

History: Dive into completed calls and meetings through the History view. Tailored filters let you focus on recorded calls over 2 minutes, easily adjustable to suit your preferences.

Keyword and Phrase Search: Search effortlessly for specific words or phrases across call notes, transcripts, and summaries. Toggle between Match Any or Match All options for refined results. Plus, get a quick tally of matching results and expand transcripts for context.

Filters: Fine-tune your Conversations View with versatile filters. Narrow down by user, leads, call direction, duration, and more, making it a breeze to locate the exact calls or meetings you’re after.

Saving and Sharing Views: Once you’ve crafted your ideal view with filters, save it for swift access later. And for seamless collaboration, easily share your customized views with other users, keeping everyone on the same page.

Team Collaboration Features

Shared Inbox

Team Collaboration in Close CRM fosters seamless teamwork and communication, ensuring everyone stays in sync and productive.

  1. Shared Inbox: With the Shared Inbox feature, team members can collaborate on emails and communications effortlessly. This central hub allows for streamlined communication, enabling teams to work together on resolving inquiries, sharing insights, and coordinating responses in real time.
  2. Notes and Mentions: The Close CRM platform allows users to add notes to contacts and mention team members within the system. This feature enables effective communication and collaboration by enabling users to share important information, record interactions, and tag colleagues for specific tasks or discussions.
  3. Team Notifications: Stay informed and connected with Team Notifications, which keep you updated on team activities and updates. Whether it’s a new lead assignment, a note mention, or a team member’s activity, these notifications ensure that everyone is aware of relevant developments and can respond promptly.

Mobile Access

The Close CRM mobile app allows you to access all of the platform’s features and functionalities while you’re on the go.

This means that you can stay connected and productive no matter where you are. Whether you need to check leads, update contact information, or track sales activities, the mobile app offers a seamless and intuitive interface to manage your CRM tasks from your smartphone or tablet.

Whether you need to check leads, update contact info, or track sales activities, the mobile app offers a seamless and intuitive interface to manage your CRM tasks from your smartphone or tablet.

When mobile notifications are enabled, you will receive instant updates and alerts directly on your mobile device. This will keep you informed about important events, new leads, or team activities in real-time, ensuring that you never miss anything, even when you are away from your desk.

Inbox

The Inbox feature in Close CRM acts as a centralized hub for managing all your email communications, streamlining your workflow, and ensuring efficient correspondence. Here’s how it works:

Within the Inbox, you can view, send, and manage all your emails directly from Close CRM, eliminating the need to switch between multiple platforms.

This centralized approach simplifies email management, saving you time and keeping your communications organized.

Key functionalities of the Inbox include the ability to send and receive emails, manage email threads, and access email templates—all within the Close CRM interface.

You can also track email interactions with contacts, ensuring that you have a complete history of communication at your fingertips.

The Inbox smoothly integrates with other Close CRM features, including contact management and lead tracking.

This provides a comprehensive view of your interactions with prospects and customers. The integration fosters collaboration and ensures that all team members have access to pertinent email communications.

Account Management Features

Roles & Permissions

Roles & Permissions in Close CRM provide a structured framework for managing user access and privileges within the platform, ensuring data security and governance.

Roles: Close CRM allows you to assign specific roles to users based on their responsibilities and access requirements. These roles define the scope of actions and functionalities that users can perform within the system. For example, you can assign roles such as Admin, Sales Manager, or Sales Representative, each with its own set of permissions and capabilities.

Permissions: Within each role, you can configure granular permissions to control access to various features and data within Close CRM. This includes permissions related to viewing, editing, and deleting records, as well as managing settings and configurations. By assigning permissions based on user roles and responsibilities, you can ensure that users have access to the information and tools they need to perform their jobs effectively, while also safeguarding sensitive data and maintaining compliance with regulatory requirements.

Customization: Close CRM provides flexibility to customize roles and permissions to align with your organization’s unique requirements. You can create custom roles tailored to specific job functions or departments, and define permissions at a fine-grained level to provide the right level of access for each user.

Audit Trails: Close CRM tracks and logs user activities and changes made within the system, providing an audit trail for accountability and compliance purposes. This transparency helps administrators monitor user actions, identify potential security risks, and ensure data integrity.

Custom Fields

Custom Fields in Close CRM provides a flexible way to customize the CRM according to your specific business requirements. These features enable you to add unique data points to your contacts, leads, and deals, ensuring that all relevant information is captured and organized.

You can create fields for any type of data that is important to your business, such as industry type, customer preferences, contract renewal dates, or any other details that help you gain a better understanding and manage your relationships.

Custom Fields allow you to add unique data points to your contacts, leads, and deals, ensuring that all relevant information is captured and organized.

You can create fields for any type of data important to your business, such as industry type, customer preferences, contract renewal dates, or any other detail that helps you better understand and manage your relationships.

This feature allows you to customize your CRM by monitoring information that is tailored to your business operations.

For example, if you operate a real estate business, you could include custom fields for property type, location, or budget range. If you’re in software sales, you might monitor product interest, subscription level, or deployment status.

Using Custom Fields allows you to filter and segment your data more effectively, enabling targeted communication and precise reporting.

This enables you to create custom reports that highlight trends and insights relevant to your unique data points, helping you make informed business decisions.

Shared Fields

Shared Fields in Close CRM simplify managing important data across all your leads, contacts, and custom activities.

With Shared Fields, you can create one field and use it for all your leads, contacts, and custom activities. For example, you might create a “Customer Tier” field to classify clients as Bronze, Silver, or Gold members.

This shared approach means you don’t have to create separate fields for each type of record, making your CRM setup easier. When you update the Shared Field for a contact, the information is instantly reflected in all related leads and activities, ensuring consistency.

Shared Fields are useful for tracking information relevant across different parts of your CRM. For example, if you have a custom activity for “Follow-Up Calls,” the “Customer Tier” field can help your team prioritize calls based on the client’s importance.

Calendar sync

Calendar Sync in Close CRM is a feature that enables you to synchronize your CRM activities with your personal calendar, ensuring you stay organized and never miss an important meeting or task.

Connect Close CRM with popular calendar apps like Google Calendar and Outlook to ensure that all your scheduled calls, meetings, and tasks in Close CRM will automatically appear in your personal calendar.

With this integration, you can view and manage all your appointments in one place, making it easier to keep track of your schedule.

Any changes you make in Close CRM, such as rescheduling a meeting or updating a task, will instantly reflect in your connected calendar app, and vice versa. This feature also helps prevent any discrepancies in your schedules.

This feature also helps prevent double-booking and ensures that you are always aware of your upcoming CRM-related activities. Having a unified view of your professional commitments enables you to plan your day more effectively and ensures that you are always prepared for your next meeting.

Support & FAQs

The Support & FAQs section in Close CRM is designed to provide you with the assistance you need to effectively utilize the platform and resolve any issues you might encounter.

Support: Close CRM provides extensive support through multiple channels. You can contact the support team via email, chat, or phone to receive personalized assistance. The support team is well-prepared to address various queries, ranging from technical issues to best practices for utilizing the platform. This ensures that you can access expert help whenever necessary, enabling you to maximize the features of Close CRM.

FAQs: The Frequently Asked Questions (FAQs) section is a helpful resource if you need quick answers to common questions. It covers a wide range of topics, including account setup, feature usage, troubleshooting, and more. Each FAQ entry offers clear, concise answers and step-by-step instructions to help you solve problems on your own.

Close CRM Pricing

Startup Plan: $59 Per User/Month (Billed Monthly)

The Startup plan is priced at $59 per user per month, with the billing cycle being monthly. This plan includes the following core features:

  • Store Leads, Contacts, and Opportunities: Manage and organize all your leads, contacts, and sales opportunities within Close CRM.
  • 5 Workflows: Automate up to 5 workflows to streamline your sales processes.
  • Email and Calendar Sync: Synchronize your emails and calendar events with Close CRM for seamless communication and scheduling.
  • Zapier Integration: Connect Close CRM with thousands of other apps via Zapier to automate tasks and workflows.
  • Power Dialer: Use the Power Dialer feature to efficiently make calls and improve your sales productivity.

Professional Plan: $109 Per User/Month (Billed Monthly)

The Professional plan is priced at $109 per user per month, billed monthly. This plan includes all the features of the Startup plan, plus additional capabilities to enhance your CRM experience:

  • All Startup Features: Includes storing leads, contacts, and opportunities, 5 workflows, email and calendar sync, Zapier integration, and the Power Dialer.
  • Increased Leads, Contacts, Custom Fields, and Email Templates: Manage a larger volume of leads, contacts, and custom data fields, and use more email templates for your communication needs.
  • Multiple Pipelines: Create and manage multiple sales pipelines to cater to different products, services, or sales processes.
  • 25 Workflows: Automate up to 25 workflows to further streamline and optimize your sales operations.
  • Custom Activities: Track and manage custom activities specific to your business processes, enhancing your ability to monitor and act on various sales-related tasks.

Enterprise Plan: $149 Per User/Month (Billed Monthly)

The Enterprise plan is priced at $149 per user per month, billed monthly. This comprehensive plan includes all the features of the Professional plan, along with advanced functionalities designed for larger teams and more complex needs:

  • All Professional Features: Includes everything in the Professional plan, such as increased leads, contacts, custom fields, email templates, multiple pipelines, 25 workflows, and custom activities.
  • Custom Objects (Beta): Introduce custom objects to tailor the CRM to your specific business needs, allowing for more flexibility and customization (currently in beta).
  • 100 Workflows: Automate up to 100 workflows to maximize efficiency and streamline complex sales processes.
  • Call Coaching: Enhance your team’s performance with call coaching capabilities, providing real-time feedback and support during calls.
  • Predictive Dialer: Use the Predictive Dialer to increase calling efficiency by automatically dialing numbers and connecting sales reps to answer calls, reducing downtime and improving productivity.
  • Custom Roles & Visibility Permissions: Define custom roles and set visibility permissions to control access to information and features based on user roles, ensuring data security and appropriate access levels across your team.

Close CRM Pros And Cons

Pros

  1. Intuitive Interface: Close CRM provides a user-friendly interface, making it easy for sales professionals to navigate and utilize its features efficiently.
  2. Powerful Sales Automation: It offers robust automation capabilities, allowing you to automate repetitive tasks, streamline workflows, and focus on high-value activities.
  3. Comprehensive Communication Tools: Close CRM integrates with email and calendar platforms, enabling seamless communication and scheduling within the CRM interface.
  4. Customization Options: You can customize fields, pipelines, and workflows to align with your specific sales processes and business requirements, providing flexibility and adaptability.
  5. Insightful Reporting and Analytics: The CRM offers detailed reporting and analytics features, providing valuable insights into sales performance, pipeline health, and individual rep activity.
  6. Lead and Contact Management: Close CRM allows for efficient management of leads and contacts, enabling users to track interactions, set reminders, and prioritize follow-ups effectively.
  7. Mobile Accessibility: With a mobile app available, users can access Close CRM on the go, ensuring productivity and responsiveness from anywhere.
  8. Integration Capabilities: Close CRM integrates with a variety of third-party tools and platforms, allowing for seamless data flow and enhancing overall functionality.

Cons

  1. Learning Curve: You might initially find Close CRM challenging to navigate and set up, particularly if you’re new to CRM software or sales automation tools.
  2. Integration Challenges: Integrating Close CRM with other tools or platforms might pose some challenges for you, especially if you’re dealing with less common or niche applications.

Close CRM Alternatives

  1. Pipedrive: Focuses on sales pipeline management with features like deal tracking, email integration, and automation.
  2. Zoho CRM: Provides a wide range of CRM features at an affordable price, including lead management, workflow automation, and analytics.

Close CRM Review Conclusion

In conclusion, Close CRM provides an intuitive platform with powerful automation tools, seamless communication features, and insightful analytics.

Its user-friendly interface, along with robust customization options, enables sales teams to streamline workflows and drive results effectively.

With Close CRM, you can boost productivity, promote better collaboration, and ultimately achieve your sales objectives with confidence.

Frequently Asked Questions (FAQs) About Close CRM

What are the key features of Close CRM?

Close CRM offers features such as lead and contact management, sales pipeline tracking, email integration, workflow automation, reporting and analytics, and more.

How much does Close CRM cost?

Close CRM offers different pricing plans starting from $59 per user per month for the Startup plan, $109 per user per month for the Professional plan, and $149 per user per month for the Enterprise plan.

Is there a free trial available?

Close CRM offers a 14-day free trial for users to test out the platform and its features before committing to a paid plan.

Can Close CRM be customized to suit my business needs?

Close CRM offers customization options such as custom fields, pipelines, and workflows, allowing businesses to tailor the CRM to their specific requirements.

Does Close CRM offer mobile access?

Close CRM provides a mobile app that allows users to access the CRM platform on the go, enabling them to manage leads, contacts, and tasks from their mobile devices.

What kind of support is available for Close CRM users?

Close CRM offers customer support through various channels such as email, chat, and phone, as well as an extensive knowledge base and help center for self-service assistance.

Joshua Kilega
Joshua Kilega
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