Close CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Close CRM
Brand: Close CRM
Rating: 4.54 (2555 reviews)

4.54 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2555)

Inside Sales Software CRM with Calling & Emailing

AI Powered

Close CRM Overview

Close is a CRM tailored for startups and SMBs, focusing on enhancing inside sales operations. It enables teams to increase call volume, streamline email outreach, and accelerate deal closures. Close distinguishes itself with seamless integrations, allowing businesses to connect with any tool in their tech stack effortlessly. The platform is designed to eliminate the clutter and inefficiencies of traditional CRMs, offering a faster, more intuitive user experience. A notable feature is its ability to support small businesses with ambitious growth targets, providing tools that scale alongside business needs. Close is trusted by numerous small businesses aiming for significant growth, making it a preferred choice for those looking to optimize their sales processes.

Use Cases

Customers recommend Engagement Management, Sales Call Management, Communication Management, as the business use cases that they have been most satisfied with while using Close CRM.

Other use cases:

Workflow Management
Lead Management
Generation Of New Leads
Telemarketing
Contact List Management
Lead Tracking
Training & Onboarding

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Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Close CRM.

Other priorities:

Enhance Customer Relationships
Scale Best Practices
Improve Internal Communications
Improve ROI
Increase Customer Life Time Value
Enter New Markets Internationally Or Locally
Improve Efficiency
Grow Market Share
Build Brand Awareness
Manage Risk

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Close CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Close CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Close CRM's features include Recording, Personalization, Templates, etc. and Close CRM support capabilities include Phone Support, Email Support, AI Powered, etc. also Close CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"I love Close!! It works like a human brain. It does all the things that I need. Close is complex where it needs to be, simple where it matters. It's easy to learn and easy to use. Effective in follow up, notes, emails, calls. I just love it." - Nik L.

Close CRM, Less Annoying CRM, Teamgate CRM, Freshsales, NetHunt CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Close CRM accelerates sales with integrated calling, two-way email sync, powerful search, and custom reporting. Inside Sales Software Product Tour showcases these features.

Popular Business Setting

for Close CRM

Top Industries

Computer Software
Information Technology and Services
Marketing and Advertising

Popular in

Small Business
Mid Market
Enterprise

Close CRM is popular in Computer Software, Information Technology And Services, and Marketing And Advertising and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Close CRM Use Cases

How efficiently Does Close CRM manage your Engagement Management?

The system automates follow-up processes for sales and customer engagement. It helps organize and track leads and follow-up sequences. However, the system does not have features for tracking meetings or engaging social contacts.

"...You can send more emails, more quickly, with tools such as bulk emails, personalized templates, and follow-up reminders...." Peer review from Featured Customers

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How can Close CRM enhance your Sales Call Management process?

Close CRM allows users to manage sales calls, emails, and follow-ups. It offers features like call recording, email automation, and lead management, helping users track interactions and improve sales efforts. The most expensive plan provides the most features, including call recording, but these features may not be available in the most affordable plan.

"...Rather than inundating his team with all the features Close has to offer, NatureBox began by dipping their toes into the Close waters, We started pretty basic and then added on call recording as our needs expanded...." Case Study Naturebox

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How does Close CRM address your Communication Management Challenges?

The software simplifies communication by tracking email interactions and managing leads and pipelines. It allows users to send bulk emails and personalize messages with templates. The software may have occasional interruptions during calling and emailing.

"...I mainly use it for emailing, but it's great to track notes, calls, and tons of other information as well!..." Peer review by Matthew Self

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What benefits does Close CRM offer for Workflow Management?

The software streamlines sales processes by organizing and automating tasks, providing a clear overview of actions and improving lead management. The system offers flexibility to adapt to changing sales processes. It includes advanced search capabilities, but creating complex workflows requires planning.

"...Global Database is one company that's stepped it up in 2020, optimizing their sales tools and workflow for maximum impact...." Case Study Global Database

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What makes Close CRM ideal for Lead Management?

The software helps organize potential customers, track their progress through the sales process, and communicate with them. The program offers features such as call management, reporting, and email synchronization. Contact management and lead management could be improved.

"...Managing prospects through a sales cycle...." Peer review by Dave M, VP of Sales, Computer Software

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54+ more Business Use Cases

18 buyers and buying teams have used Cuspera to assess how well Close CRM solved their CRM needs. Cuspera uses 2555 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Nik L. Director of Accounts MentorHQ	I love Close!! It works like a human brain. It does all the things that I need. Close is complex where it needs to be, simple where it matters. It's easy to learn and easy to use. Effective in follow up, notes, emails, calls. I just love it. Testimonial By Nik L.
Michael Occhipinti VP of Sales NATUREBOX	With Close, we were able to reduce our sales cycle to less than one month, from the first client call to a closed deal. Testimonial By Michael Occhipinti
Brinna Smith Account Manager Showbie	Combining email inboxes and task lists in the same place is the saviour of my workday! Testimonial By Brinna Smith

CUSTOMERS	TESTIMONIALS
Nik L. Director of Accounts MentorHQ	I love Close!! It works like a human brain. It does all the things that I need. Close is complex where it needs to be, simple where it matters. It's easy to learn and easy to use. Effective in follow up, notes, emails, calls. I just love it. Testimonial By Nik L.
Michael Occhipinti VP of Sales NATUREBOX	With Close, we were able to reduce our sales cycle to less than one month, from the first client call to a closed deal. Testimonial By Michael Occhipinti
Brinna Smith Account Manager Showbie	Combining email inboxes and task lists in the same place is the saviour of my workday! Testimonial By Brinna Smith

Case Studies

Food & Beverages

CASE STUDY TRU Colors

Close CRM helped TRU Colors build a fast, scalable sales team. TRU Colors needed to onboard many early-career sales reps quickly. They chose Close for its speed and ease of use after comparing it to ...HubSpot and Salesforce. The team onboarded 20 users in just a few days. After only 4 days of training, reps were making sales calls. TRU Colors nearly doubled call and close rates using Close. Real-time reporting and Smart Views made sales management easier and improved team performance.

Professional Training & Coaching

CASE STUDY UGURUS

Close helped UGURUS double sales productivity and cut management time in half. UGURUS switched from Salesforce to Close after struggling with slow processes and complex setup. The team found Close ea...sy to use, with a simple dialer and better workflow. Management time dropped from late evenings to finishing by five. The sales team now works faster, with improved culture and onboarding.

Food & Beverages

CASE STUDY ResQ Club

Close CRM helped ResQ Club, a zero-waste food marketplace, grow its customers by 50%. The team switched from Pipedrive to Close to streamline sales and manage everything in one tool. Close made it ea...sy to import leads and provided strong support during migration. The sales team now uses built-in calling, unified inbox, and automation features. Sales reps became happy with Close within weeks, speeding up their sales process.

Management Consulting

CASE STUDY Sales Transformation Group

Close helped Sales Transformation Group grow monthly recurring revenue by 5x in one year. The team switched from Pipedrive to Close to scale their remote sales operations. They used features like Sma...rt Views, automation, and the Power Dialer to boost prospecting and sales efficiency. The company expanded from three to sixteen people in under a year. Close became the central hub for sales, marketing, and customer experience teams, driving strong revenue growth.

Marketing and Advertising

CASE STUDY Underground Ecom

Close helped Underground Ecom, an email marketing agency, double their business in one year. The team used Close as their single source of truth for sales data. This change made their sales process m...ore structured and scalable. The agency quickly adopted Close, saving time and improving workflow. Underground Ecom saw rapid growth and handled a surge in demand during the pandemic.

Marketing and Advertising

CASE STUDY Trufan

Close helped Trufan replace HubSpot to scale their sales team. Trufan needed a CRM that was easy for young sales reps to use and could support fast growth. HubSpot was too complex and had messy data.... Close offered a cleaner interface, built-in dialer, email sequences, and a centralized inbox. The sales and support teams now work faster and are happier with Close. Even with higher costs, the ROI is strong and the team gives positive feedback.

Never take notes again with Call Assistant by Close CRM

Frequently Asked Questions(FAQ)

for Close CRM

What is Close CRM?

Close CRM is the inside sales software for startups and SMBs to make more calls, send more emails, and close more deals. It helps to enhance customer relationships and increase sales and revenue.

Close gives an overview of all sales activities with organized automated reminders to know what’s going on and what should be next. It gives the team total transparency making sure to say on top of the pipeline.

Some of its features include built-in calling two-way email syncing, the best Zoom integration on the market, Predictive and Power Dialer, texting, built-in call coaching, powerful search, and many more.

What is Close CRM used for?

Close CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Engagement Management, Sales Call Management and Communication Management .