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.

Other priorities:

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

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

Read Reviews (139)

"...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

Read Reviews (124)

engaging with scheduling & cadence

3.76/5

Read Reviews (4)

Sales Call Management with Phone Calls and E-Mail

4.86/5

Read Reviews (116)

"...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

Read Reviews (80)

call searching

4.46/5

Read Reviews (4)

call analytics

4.46/5

Read Reviews (4)

meeting management

3.88/5

Read Reviews (2)

objection handling

2.88/5

Read Reviews (1)

Communication Management with E-Mail and Phone Calls

4.71/5

Read Reviews (101)

"...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

Read Reviews (67)

tracking & monitoring communications

4.79/5

Read Reviews (30)

PEER EXPERIENCES
Engagement Management with E-Mail and Phone Calls

4.82/5

Read Reviews (139)

"...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

Read Reviews (124)

engaging with scheduling & cadence

4.82/5

Read Reviews (4)

Sales Call Management with Phone Calls and E-Mail

4.86/5

Read Reviews (116)

"...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

Read Reviews (80)

call searching

4.86/5

Read Reviews (4)

call analytics

4.86/5

Read Reviews (4)

meeting management

4.86/5

Read Reviews (2)

objection handling

4.86/5

Read Reviews (1)

Communication Management with E-Mail and Phone Calls

4.71/5

Read Reviews (101)

"...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

Read Reviews (67)

tracking & monitoring communications

4.71/5

Read Reviews (30)

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

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.

Testimonial By Andy Flowe
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.

Testimonial By Andy Flowe

Case Studies

COMPANY CASE STUDIES
Case Study Printavo

Learn How Printavo overcame the #1 challenge faced by small businesses

Read More
Case Study Naturebox

Learn How Naturebox adopted new technology—and tightened up their sales process

Read More
Case Study Commonwealth Joe

Learn How Commonwealth Joe achieved a 9 day sales cycle

Read 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

Peer and Expert Opinion on Features

for Close CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Recording

4.76/5

Read Reviews (91)
Personalization

4.35/5

Read Reviews (72)
Templates

4.70/5

Read Reviews (65)
Dashboard

4.18/5

Read Reviews (44)
Predictive dialer

4.71/5

Read Reviews (19)
FEATURES RATINGS AND REVIEWS
Recording

4.76/5

Read Reviews (91)
Personalization

4.35/5

Read Reviews (72)
Templates

4.70/5

Read Reviews (65)
Dashboard

4.18/5

Read Reviews (44)
Predictive dialer

4.71/5

Read Reviews (19)

IT and Other Capabilities

for Close CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.41/5

Read Reviews (180)
Data Import

4.18/5

Read Reviews (370)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.41/5

Read Reviews (180)
Data Import

4.18/5

Read Reviews (370)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.60/5

Read Reviews (66)
Email Support

4.53/5

Read Reviews (27)
24/7 Support

4.39/5

Read Reviews (169)
Chat Support

2.36/5

Read Reviews (10)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Phone Support

4.60/5

Read Reviews (66)
Email Support

4.53/5

Read Reviews (27)
24/7 Support

4.39/5

Read Reviews (169)
Chat Support

2.36/5

Read Reviews (10)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.45/5

Read Reviews (22)
Analytics

4.32/5

Read Reviews (99)
Custom Reports

4.17/5

Read Reviews (314)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.45/5

Read Reviews (22)
Analytics

4.32/5

Read Reviews (99)
Custom Reports

4.17/5

Read Reviews (314)

Software Failure Risk Guidance

?

for Close CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Close CRM

Vendor Profile Details

Company Name

Close

Company Website

https://close.com/

Year Founded

2013

HQ Location

Palo Alto, CA

Employees

11-50

Social

Financials

Seed