Close CRM Overview
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.
Cuspera Reviews
18 buyers and buying teams have used Cuspera to assess how well Close CRM solved their CRM needs. Cuspera uses 2686 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.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities peers achieved using Close CRM.
Use Cases
Peers recommend Engagement Management , Sales Call Management , Communication Management , as the business use cases that they have been most satisfied while using Close CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management with E-Mail and Phone Calls |
4.82/5 ★ |
"...Close is the sales engagement CRM designed to help SMBs turn more leads into revenue...." Top 25 SaaS Affiliate Marketing Programs To Join in 2020 |
| engaging and following up |
4.81/5 ★ |
|
| engaging with scheduling & cadence |
3.76/5 ★ |
|
| Sales Call Management with Phone Calls and E-Mail |
4.86/5 ★ |
"...-Call recording is fantastic...." Peer review by Tayler U., Director of Systems, Marketing and Advertising |
| call recording |
4.80/5 ★ |
|
| call searching |
4.46/5 ★ |
|
| call analytics |
4.46/5 ★ |
|
| meeting management |
3.88/5 ★ |
|
| objection handling |
2.88/5 ★ |
|
| Communication Management with E-Mail and Phone Calls |
4.71/5 ★ |
"...When I was doing direct email marketing, close.io made it so easy to feed in a ton of contacts, automate sending out personalized emails, then track who responded, who didn't, and keep moving people down the funnel...." Peer review by Stuart Brent |
| sending & publishing communications |
4.61/5 ★ |
|
| tracking & monitoring communications |
4.79/5 ★ |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management with E-Mail and Phone Calls |
4.82/5 ★ |
"...Close is the sales engagement CRM designed to help SMBs turn more leads into revenue...." Top 25 SaaS Affiliate Marketing Programs To Join in 2020 |
|
| engaging and following up |
4.82/5 ★ |
| engaging with scheduling & cadence |
4.82/5 ★ |
| Sales Call Management with Phone Calls and E-Mail |
4.86/5 ★ |
"...-Call recording is fantastic...." Peer review by Tayler U., Director of Systems, Marketing and Advertising |
|
| call recording |
4.86/5 ★ |
| call searching |
4.86/5 ★ |
| call analytics |
4.86/5 ★ |
| meeting management |
4.86/5 ★ |
| objection handling |
4.86/5 ★ |
| Communication Management with E-Mail and Phone Calls |
4.71/5 ★ |
"...When I was doing direct email marketing, close.io made it so easy to feed in a ton of contacts, automate sending out personalized emails, then track who responded, who didn't, and keep moving people down the funnel...." Peer review by Stuart Brent |
|
| sending & publishing communications |
4.71/5 ★ |
| tracking & monitoring communications |
4.71/5 ★ |
55+ more Business Use Cases
Our AI advisor, Wyz, harnessed 2686 insights from peers and experts to help you assess how these Close CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Since we've started using Close, we've QUADRUPLED our average revenue per user. Testimonial By Sara Archer |
|
With the Close Starter Plan, we're able to keep track of hundreds of deals and clients over the span of multiple months while simultaneously unifying our team's communication. Testimonial By Nick Parker |
| 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 |
|
Sara Archer Director of Sales & Marketing ChartMogul |
Since we've started using Close, we've QUADRUPLED our average revenue per user. Testimonial By Sara Archer |
|
Nick Parker Founder FTOCloud |
With the Close Starter Plan, we're able to keep track of hundreds of deals and clients over the span of multiple months while simultaneously unifying our team's communication. Testimonial By Nick Parker |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study CloosivRead More |
|
Case Study Customer.ioRead More |
|
Case Study NatureboxRead More |
Popular Business Setting
for Close CRM
Top Industries
- Computer Software
- Information Technology and Services
- Marketing and Advertising
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Close CRM to Increase sales & revenue and Acquire customers
Close CRM Alternatives
Peer and Expert Opinion on Features
for Close CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (91) |
| Personalization | Read Reviews (72) |
| Templates | Read Reviews (65) |
| Dashboard | Read Reviews (44) |
| Predictive dialer | Read Reviews (19) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (91) |
| Personalization | Read Reviews (72) |
| Templates | Read Reviews (65) |
| Dashboard | Read Reviews (44) |
| Predictive dialer | Read Reviews (19) |
IT and Other Capabilities
for Close CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (180) |
| Data Import | Read Reviews (370) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (180) |
| Data Import | Read Reviews (370) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (66) |
| Email Support | Read Reviews (27) |
| 24/7 Support | Read Reviews (169) |
| Chat Support | Read Reviews (10) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (66) |
| Email Support | Read Reviews (27) |
| 24/7 Support | Read Reviews (169) |
| Chat Support | Read Reviews (10) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (22) |
| Analytics | Read Reviews (99) |
| Custom Reports | Read Reviews (314) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (22) |
| Analytics | Read Reviews (99) |
| Custom Reports | Read Reviews (314) |
Software Failure Risk Guidance
?for Close CRM
Overall Risk Meter
Top Failure Risks for Close CRM
Vendor Profile Details
HQ Location
Palo Alto, CA
Employees
11-50
Social
Financials
Seed
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