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 ★ |
"...Speed of prospecting for outbound sales, easily tracking all customer interactions, improving quality of sales activities...." Peer review by Jordan K, Solutions Director, Information Technology and Services |
| 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 ★ |
"...The recording of calls made, emails & notes all in one place allows you to see where your stand with your client in one view I look forward to testing out their new 'Inbox' feature. ...." Peer review by Joseph D., 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 ★ |
"...Close makes it easy to create and send out email templates to your leads...." Six simple steps to getting started with cold sales emails |
| 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 ★ |
"...Speed of prospecting for outbound sales, easily tracking all customer interactions, improving quality of sales activities...." Peer review by Jordan K, Solutions Director, Information Technology and Services |
|
| 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 ★ |
"...The recording of calls made, emails & notes all in one place allows you to see where your stand with your client in one view I look forward to testing out their new 'Inbox' feature. ...." Peer review by Joseph D., 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 ★ |
"...Close makes it easy to create and send out email templates to your leads...." Six simple steps to getting started with cold sales emails |
|
| 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 |
|---|---|
|
Having the SMS option is fantastic. I don't need to have multiple programs open, it all happens in one application. Testimonial By Sam Sharpe |
|
I just finished your book, Product Demos That Sell. I work in Sales as an SMB rep for Zoom, and this book is a great reference for my career. This will definitely stay by my nightstand as a once a month refresher. Testimonial By Evan Byerly |
|
In my past CRMs, I had to export the data into a spreadsheet to get the reports I needed. It was unnecessary manual work. Close’s reporting features are the opposite of that experience—they streamline our daily sales reporting processes, save us a TON of time and money, and help us motivate our tea...ms. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Sam Sharpe Transport Agent Nations Auto Transport |
Having the SMS option is fantastic. I don't need to have multiple programs open, it all happens in one application. Testimonial By Sam Sharpe |
|
Evan Byerly Account Executive Zoom |
I just finished your book, Product Demos That Sell. I work in Sales as an SMB rep for Zoom, and this book is a great reference for my career. This will definitely stay by my nightstand as a once a month refresher. Testimonial By Evan Byerly |
|
Andy Flowe Head of Operations boardworks |
In my past CRMs, I had to export the data into a spreadsheet to get the reports I needed. It was unnecessary manual work. Close’s reporting features are the opposite of that experience—they streamline our daily sales reporting processes, save us a TON of time and money, and help us motivate our tea...ms. |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study PrintavoRead More |
|
Case Study NatureboxRead More |
|
Case Study Commonwealth JoeRead 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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