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
See all business priorities See less business priorities

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 like your Daily Sales Motivation videos and so does the team at Doctrina. We like them so much we want to post the action items on the wall around our office!" - Tomaž Švajger

Peer review evidence (same sources as the product rating summary)

"...We are not using it for client follow-up even though it seems to give tools for that...." Peer review by Maxime L, Ingénieur Python/Django
"...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
"...I also like that you are allowed to send text messages to business if they are hard to get a hold of via phone call. . ...." Peer review by Verified Reviewer, Computer Software

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

What benefits does Close CRM offer for Engagement Management?

How does Close CRM facilitate Sales Call Management?

What benefits does Close CRM offer for Communication Management?

What solutions does Close CRM provide for Workflow Management?

What makes Close CRM ideal 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
Close CRM testimonial

Tomaž Švajger

Chief Operating Officer

Doctrina

I like your Daily Sales Motivation videos and so does the team at Doctrina. We like them so much we want to post the action items on the wall around our office! Testimonial By Tomaž Švajger
Close CRM testimonial

Conal Maguire

Head of Business Operations

TalentPool

The email sequences in Close have been invaluable. They have enabled us to streamline and more efficiently manage our work flows, and have personally allowed me to improve my productivity by at least 50%. Testimonial By Conal Maguire
Close CRM testimonial

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
Close CRM testimonial

Tomaž Švajger

Chief Operating Officer

Doctrina

I like your Daily Sales Motivation videos and so does the team at Doctrina. We like them so much we want to post the action items on the wall around our office! Testimonial By Tomaž Švajger
Close CRM testimonial

Conal Maguire

Head of Business Operations

TalentPool

The email sequences in Close have been invaluable. They have enabled us to streamline and more efficiently manage our work flows, and have personally allowed me to improve my productivity by at least 50%. Testimonial By Conal Maguire
Close CRM testimonial

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
 

Posted - Information Technology And Services - Small

USA

Posted used Close to manage over 2,200 organic leads in just five months. Their five-person team automated lead tracking, follow-ups, and call summaries using Close workflows and AI call tracking. SD...Rs responded to leads within 20 minutes and closed deals in under a week. Every sales call was recorded and analyzed for objections and feature requests. Posted kept their team small while boosting conversions and learning from every deal.

 

OutboundSync - Information Technology And Services - Small

USA

Close CRM helped OutboundSync cut $1,000 per month from their tech stack. The founder switched from HubSpot back to Close for a simpler, founder-led sales process. OutboundSync consolidated four tool...s into one and automated over 80% of sales tasks. The move delivered a 10x ROI, even without closing more deals. The team now handles more outbound sales volume without adding staff.

Trufan - Retail

Close CRM helped Trufan replace HubSpot and scale their sales operations. The retail team of 5 used Close to improve customer engagement and drive revenue growth. They ran social media campaigns, ema...il marketing, and in-store events. After 6 months, Trufan saw a big increase in engagement and revenue. The project included 2 weeks of research, 4 months of implementation, and a final report.

 

Customer.io - Internet - Medium

Portland, USA

Customer.io needed a CRM that was affordable and simple for a small business. Close CRM helped them scale their sales process without extra cost or complexity. The team found Close easy to use and co...uld manage all sales tasks in one place. The product worked smoothly and supported their growth.

 

Sales Transformation Group - Management Consulting - Small

USA

Sales Transformation Group used Close to grow monthly recurring revenue by 5x in one year. The team expanded from 3 to 16 members after switching from Pipedrive to Close. They used Close's Power Dial...er and Smart Views to improve prospecting and sales workflows. The company automated tasks and tracked KPIs closely in Close. Their sales and customer experience teams both use Close for pipeline management and post-sale growth.

 

HR Covered - Human Resources - Small

Toronto, Canada

HR Covered switched from Salesforce to Close after 10 years. They needed a single platform for calling, email, and SMS. Close replaced multiple tools and made sales reps more efficient. The team save...d money by not hiring Salesforce consultants. HR Covered uses Close as their main tool for sales growth and workflow automation. The platform helps them scale and coach their sales team.

Never take notes again with Call Assistant by Close CRM

Video Thumbnail

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 .

What are the top features of Close CRM?

Recording, Personalization and Templates are some of the top features of Close CRM.

Who uses Close CRM?

Close CRM is used by Computer Software, Information Technology And Services and Marketing And Advertising among other industries.

What are Close CRM alternatives?

Less Annoying CRM, Teamgate CRM, Freshsales and NetHunt CRM are popular alternatives for Close CRM.

Where is Close CRM located?

Close CRM is headquartered at Palo Alto, CA.
lightning

Peers used Close CRM for engagement management and sales call management

Close CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.46/5

Read Reviews (21)
Analytics

4.29/5

Read Reviews (81)
Custom Reports

4.15/5

Read Reviews (312)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.46/5

Read Reviews (21)
Analytics

4.29/5

Read Reviews (81)
Custom Reports

4.15/5

Read Reviews (312)

Software Failure Risk Guidance

?

for Close CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Close CRM

Close News

Product

Introducing Close Forms: Capture Leads Instantly, Close Deals Faster

Close has launched Close Forms, a no-code form builder integrated into its CRM, designed to capture website leads instantly. This tool eliminates the need for third-party integrations, ensuring immediate follow-up and clean data flow. Available for free on all plans, it offers features like customizable forms, spam protection, and compliance checkboxes, enhancing lead management efficiency.

Close Profile

Company Name

Close

Company Website

https://www.close.com/

Year Founded

2013

HQ Location

Palo Alto, CA

Employees

11-50

Social

Financials

SEED