Close CRM Overview
This is a summary of the comprehensive capabilities and benefits of Close CRM based on over 2555 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Close CRM, Salesmate Sales CRM, Freshsales, Teamgate CRM, Agile 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.
Do you need to check if Close CRM is right for your needs? Our Cuspera AI engine can evaluate how Close CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Close CRM supports business activities such as:
- Engagement Management
- Sales Call Management
- Communication Management
- Workflow Management
- Lead Management
Close CRM can help you with many business goals, such as Increase Sales & Revenue, Acquire Customers, Enhance Customer Relationships, Scale Best Practices, Improve Internal Communications, etc. It can help manage these activities if you use E-Mail and Phone Calls for these needs. As a solution, Close CRM's capabilities include Recording, Personalization, Templates, etc.
Close CRM was founded in 2013. Computer Software Vertical is its biggest customer base.
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
Cuspera Reviews
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.
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.io seems to be more intuitive and geared towards individuals who value data and follow ups...." Peer review by Jake I., Director of Business Development, Information Technology and Services |
| engaging and following up |
4.81/5 ★ |
"...Instead of having to set reminders and follow up, it was already done...." Testimonial by Vanessa McCarthy, Sr. Account Executive, NatureBox |
| engaging with scheduling & cadence |
3.76/5 ★ |
"...You don't have to overthink the perfect stack of SaaS Sales empowerment tools and can move forward with call recordings, cadences, and pre built reporting. ...." Peer review by Kyle S., VP of Multi Unit and Franchise System Growth, Internet |
| Sales Call Management with Phone Calls and E-Mail |
4.86/5 ★ |
"...This means - no data entry - recording all calls and emails - easy sharing with your team...." Peer review by User |
| call recording |
4.80/5 ★ |
"...They do not need to manually do the sorting and recording of calls made and everything can be done in settings just one time. ...." Peer review by Varun K., System Administrator, Information Technology and Services |
| call searching |
4.46/5 ★ |
"...Close.io's email integration, bulk emailing, integrated calling and powerful search capabilities allows us to maximize our sales efforts and keep better track of our potential and existing clients. ...." Peer review by Roberto J., Human Resources |
| call analytics |
4.46/5 ★ |
"Having the SMS option is fantastic. I don't need to have multiple programs open, it all happens in one application." https://close.com/outreach-at-scale/ |
| meeting management |
3.88/5 ★ |
"Close was a game changer for our sales process. I immediately saved hours of time by automating email follow ups with Email Sequences and closed more deals in 5 days than I ever had in a given month!" https://close.com/saas-crm/ |
| objection handling |
2.88/5 ★ |
"Learn How Printavo overcame the #1 challenge faced by small businesses" https://close.com/customers/printavo/ |
| Communication Management with E-Mail and Phone Calls |
4.71/5 ★ |
"...The sales team at Commonwealth Joe: Sends over 3,000 emails a month using Close...." Case Study Commonwealth Joe |
| sending & publishing communications |
4.61/5 ★ |
"...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 |
| tracking & monitoring communications |
4.79/5 ★ |
"...The ability make and track calls from the software is great...." Peer review by Jeff B, President & Owner, Marketing and Advertising |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management with E-Mail and Phone Calls |
4.82/5 ★ |
"...Close.io seems to be more intuitive and geared towards individuals who value data and follow ups...." Peer review by Jake I., Director of Business Development, 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 ★ |
"...This means - no data entry - recording all calls and emails - easy sharing with your team...." Peer review by User |
|
| 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 ★ |
"...The sales team at Commonwealth Joe: Sends over 3,000 emails a month using Close...." Case Study Commonwealth Joe |
|
| sending & publishing communications |
4.71/5 ★ |
| tracking & monitoring communications |
4.71/5 ★ |
54+ more Business Use Cases
Our AI advisor, Wyz, harnessed 2555 insights from peers and experts to help you assess how these Close CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Combining email inboxes and task lists in the same place is the saviour of my workday! Testimonial By Brinna Smith |
|
With Close, we're in constant communication with clients and keeping more people engaged over time. Testimonial By Garrett Tichy |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
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 |
|
Garrett Tichy Founder & Owner Hygge |
With Close, we're in constant communication with clients and keeping more people engaged over time. Testimonial By Garrett Tichy |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study Customer.ioRead More |
|
Case Study Commonwealth JoeRead More |
|
Case Study ChartMogulRead More |
Frequently Asked Questions(FAQ)
for Close CRM
What is Close CRM?
What is Close CRM used for?
What are the top features of Close CRM?
Who uses Close CRM?
What are Close CRM alternatives?
Where is Close CRM located?
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 (84) |
| Personalization | Read Reviews (70) |
| Templates | Read Reviews (63) |
| Dashboard | Read Reviews (44) |
| Predictive dialer | Read Reviews (18) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (84) |
| Personalization | Read Reviews (70) |
| Templates | Read Reviews (63) |
| Dashboard | Read Reviews (44) |
| Predictive dialer | Read Reviews (18) |
IT and Other Capabilities
for Close CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (167) |
| Data Import | Read Reviews (347) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (167) |
| Data Import | Read Reviews (347) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (66) |
| Email Support | Read Reviews (25) |
| 24/7 Support | Read Reviews (165) |
| Chat Support | Read Reviews (10) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Phone Support | Read Reviews (66) |
| Email Support | Read Reviews (25) |
| 24/7 Support | Read Reviews (165) |
| Chat Support | Read Reviews (10) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (21) |
| Analytics | Read Reviews (81) |
| Custom Reports | Read Reviews (312) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (21) |
| Analytics | Read Reviews (81) |
| Custom Reports | Read Reviews (312) |
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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