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

See all use cases See less use cases

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

"Close has been gold for keeping on top of clients. I don't want my competitors to know about it! Sandor Kiss Wealth Management Advisor at iWealth" - Sandor Kiss

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.

Close CRM Customer wins, Customer success stories, Case studies

Why is Close CRM the best choice for 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.

"...Sending emails from within the close.io app is easy, following up on opportunities is also easy...." Peer review by Guy K., Business Development, Internet

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What makes Close CRM ideal for Sales Call Management?

How efficiently Does Close CRM manage your Communication Management?

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.

"...A true multichannel platform, Close lets you send an email, call and text your leads from a desktop all without add-ons...." Top 25 SaaS Affiliate Marketing Programs To Join in 2020

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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.

"...As the only CRM with built-in sales automation, Close keeps you organized, manages your workflow, and keeps you on top of your pipeline for maximum efficiency...." 7 Great Companies That Hire Remotely

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What Are the key features of Close CRM for Lead Management?

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.

CUSTOMERS	TESTIMONIALS
Sandor Kiss Wealth Management Advisor iWealth	Close has been gold for keeping on top of clients. I don't want my competitors to know about it! Sandor Kiss Wealth Management Advisor at iWealth Testimonial By Sandor Kiss
Sarah Haselkorn Head of Sales MakeSpace	After moving our team to Close’s built-in Power Dialer, we saw a 60% increase in outbound call volume and 28% increase in outbound call duration. Testimonial By Sarah Haselkorn
Mojan Butler Director, Development & Strategic Partnerships CoPilot AI	Having Custom Activities has reduced our need to open other apps on a call, copy and paste, or even remember what questions need to be asked. This saves an incredible amount of time when gathering information. Testimonial By Mojan Butler

CUSTOMERS	TESTIMONIALS
Sandor Kiss Wealth Management Advisor iWealth	Close has been gold for keeping on top of clients. I don't want my competitors to know about it! Sandor Kiss Wealth Management Advisor at iWealth Testimonial By Sandor Kiss
Sarah Haselkorn Head of Sales MakeSpace	After moving our team to Close’s built-in Power Dialer, we saw a 60% increase in outbound call volume and 28% increase in outbound call duration. Testimonial By Sarah Haselkorn
Mojan Butler Director, Development & Strategic Partnerships CoPilot AI	Having Custom Activities has reduced our need to open other apps on a call, copy and paste, or even remember what questions need to be asked. This saves an incredible amount of time when gathering information. Testimonial By Mojan Butler

ChartMogul - Computer Software

Close helped ChartMogul organize and speed up their sales process. ChartMogul used Close to manage leads, automate tasks, and keep teams in sync. With Close, ChartMogul added over 1,000 customers and... handled more than 100 million subscriptions. They also quadrupled their average revenue per user. The team relies on Close for sales, customer success, and account management.

Cloosiv - Consumer Services

Close helped Cloosiv, a mobile ordering service for coffee shops, fix their manual sales process. Before Close, Cloosiv struggled with spreadsheets and missed follow-ups. After switching to Close, th...ey used drip campaigns and automated emails. Cloosiv grew from 20 to 300 clients in months, with 350 more in the pipeline. They increased their business by 1400% and quadrupled average revenue per user.

Close - Computer Software

Close uses its own CRM to help a small sales team handle a high volume of inbound leads. The team focuses on the top 20% of high-quality leads, while the success team manages growing accounts. Sales ...reps have freedom to find new opportunities in qualified lead lists. This approach helps Close build strong customer relationships and close more solid deals. The sales team works closely with marketing and success teams to maximize results.

Commonwealth Joe - Food & Beverages

Close CRM helped Commonwealth Joe fix their slow sales process. Before, they used spreadsheets and could not grow past 30 customers. With Close, they send over 3,000 emails a month and use email temp...lates often. The team can now see what works and make better decisions. They closed a deal with HomeAdvisor in just nine days. Their average revenue per user has quadrupled since using Close.

Customer.io - Computer Software

Close CRM helps Customer.io automate sales handoffs and manage leads. Customer.io uses custom workflows to route new leads and align sales and marketing. The sales team works mostly in Close, using d...ata from Customer.io to track every touchpoint. The team builds their own campaigns and automates tasks with tools like Typeform and Zapier. This setup gives the team clear data and helps them close more deals.

High Kick Sales - Consulting

Close CRM helped High Kick Sales improve sales workflows for clients in group booking industries. Kyle Stremme used Close to connect pipelines and give leaders better sales insights. Many clients had... complex operations with no CRM integration. Kyle started with discovery calls to find workflow gaps and tech issues. His approach made sales processes simpler and helped businesses grow revenue.

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 .