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Food & Beverages Case Studies and Customer Success Stories with Close CRM

Commonwealth Joe - Food & Beverages - Small

Arlington, USA
Sales pipeline management Email outreach automation Sales automation Lead management

Commonwealth Joe used Close to replace spreadsheets for sales management. The team sent over 3,000 emails each month and used... hundreds of email templates. With Close, they gained better visibility into their sales process. They closed a 500-employee client in just nine days. The new CRM helped them scale beyond 30 customers and shorten their sales cycle.

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ResQ Club - Food & Beverages - Small

Helsinki, Finland
Sales process management for partner onboarding Multi-channel sales outreach automation Sales process management Customer engagement

Close helped ResQ Club grow its business partners from 2,000 to 3,000 in six years. The sales team switched from... Pipedrive to Close for a faster, all-in-one CRM. Built-in calling, unified inbox, and workflows made sales easier. Onboarding took just two weeks. ResQ Club now saves thousands of meals each month and is expanding into new markets.

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NatureBox - Food & Beverages - Small

Redwood City, USA
Sales process management Customer engagement

NatureBox switched from HubSpot to Close CRM. The team found HubSpot too complex for their needs. Close CRM offered a... clean and intuitive interface. The switch reduced stress for users. NatureBox is now happier with their sales process.

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TRU Colors - Food & Beverages

Close CRM helped TRU Colors build a fast, scalable sales team. TRU Colors needed to onboard many early-career sales reps... quickly. They chose Close for its speed and ease of use after comparing it to HubSpot and Salesforce. The team onboarded 20 users in just a few days. After only 4 days of training, reps were making sales calls. TRU Colors nearly doubled call and close rates using Close. Real-time reporting and Smart Views made sales management easier and improved team performance.

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Marketing and Advertising Case Studies and Customer Success Stories with Close CRM

Trufan - Marketing And Advertising - Small

Vancouver, Canada
Sales workflow management Sales management

Trufan switched from HubSpot to Close CRM. They found HubSpot too complex for their needs. Close CRM offered a clean... and intuitive interface. The team felt less stressed using Close. They are now happier and more productive with Close.

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Hownd - Marketing And Advertising - Small

Tempe, USA
CRM migration and cost reduction Sales team productivity improvement CRM optimization Sales enablement

Hownd switched from Salesforce to Close and cut CRM costs by 80%. They saved over $110,000 each year. The team... moved all data and users to Close in just two weeks. Employees now enjoy using the CRM, and team productivity is higher. Built-in calling and Smart Views help sales and customer success teams work faster. Hownd saw a 5x return on investment after the switch.

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Underground Ecom - Marketing And Advertising - Small

London, UK
Sales data centralization and reporting Automated outbound email outreach Sales process automation Customer relationship management

Underground Ecom used Close to centralize sales data and streamline their sales process. The team saved over 150 hours each... month by replacing scattered spreadsheets and tools with Close. They doubled their headcount, revenue, and profit after fully adopting the platform. Close enabled the team to send 15,000 emails per week and manage all outreach from one place. The switch allowed them to scale quickly and avoid hiring extra staff.

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UGURUS - Marketing And Advertising - Small

Denver, USA
Sales pipeline management Customer relationship management

UGURUS switched from HubSpot to Close CRM. They found HubSpot too complex for their needs. Close CRM made their sales... process easier. The team likes Close because it is clean and fast. They feel less stressed using Close. The switch improved their daily workflow.

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Computer Software Case Studies and Customer Success Stories with Close CRM

Printavo - Computer Software - Small

Chicago, USA
Lead qualification and management Customer success tracking Sales pipeline management Customer relationship management

Printavo switched from Excel to Close to manage leads and sales. The team needed a simple, affordable CRM to help... them scale. Close made it easy to organize leads, qualify prospects, and close deals. Printavo used Close for both sales and customer success. After switching, Printavo doubled revenue every year. The CRM helped them grow while keeping costs low.

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Customer.io - Computer Software

Close CRM helps Customer. io automate sales handoffs and manage leads. Customer.io uses custom workflows to route new leads and...align sales and marketing. The sales team works mostly in Close, using data from Customer.io to track every touchpoint. The team builds their own campaigns and automates tasks with tools like Typeform and Zapier. This setup gives the team clear data and helps them close more deals.

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Close - Computer Software

Close uses its own CRM to help a small sales team handle a high volume of inbound leads. The team focuses... on the top 20% of high-quality leads, while the success team manages growing accounts. Sales reps have freedom to find new opportunities in qualified lead lists. This approach helps Close build strong customer relationships and close more solid deals. The sales team works closely with marketing and success teams to maximize results.

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Information Technology and Services Case Studies and Customer Success Stories with Close CRM

OutboundSync - Information Technology And Services - Small

USA
CRM consolidation for founder-led sales Sales workflow automation CRM optimization Sales automation

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 tools 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.

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Posted - Information Technology And Services - Small

USA
Lead management automation for SaaS sales Sales call analysis and reporting Lead management Sales analytics

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. SDRs 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.

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ChartMogul - Information Technology And Services - Small

Berlin, Germany
Sales process management Customer relationship management

ChartMogul switched from HubSpot to Close CRM. The team found HubSpot too complex for their needs. Close CRM offered a... clean and intuitive interface. The switch reduced stress for users. ChartMogul is now happier with their sales process.

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Professional Training & Coaching Case Studies and Customer Success Stories with Close CRM

Newchip Accelerator - Professional Training & Coaching

Close helped Newchip Accelerator triple their outreach volume after switching from HubSpot. The team needed a CRM that supported high... call and email volume for their outbound analysts. Close's dialer and sequences made a big difference in their workflow. The switch allowed them to increase output by 3x. Newchip plans to double their team size, made possible by Close's features.

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Melanie Power - Professional Training & Coaching

Close CRM helped Melanie Power, a coaching company for women in bookkeeping and accounting, return to a simple and effective sales workflow. The team switched... back to Close after struggling with HubSpot's complexity and poor fit for their small, remote sales team. Close made it easy for sales reps to manage notes, customer changes, and opportunity stats in one place. The team now enjoys a clear, central hub for all sales and coaching activities. They are focused on automation and have seen a positive impact on workflow and team satisfaction.

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Hospitality Case Studies and Customer Success Stories with Close CRM

Hygge - Hospitality

Close CRM helped Hygge, a coworking space in Charlotte, fix their messy tech stack. They replaced manual work and scattered... tools with Close’s lead management, SMS, email templates, and automation. This made it easier to track leads, automate tasks, and keep communication clear. Hygge now retains more members and has quadrupled their average revenue. The team spends less time on admin and more time growing the business.

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Retail Case Studies and Customer Success Stories with Close CRM

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, email 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.

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Management Consulting Case Studies and Customer Success Stories with Close CRM

Sales Transformation Group - Management Consulting - Small

USA
Sales pipeline management and automation Customer experience workflow tracking Sales pipeline management Customer experience

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 Dialer 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.

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Consumer Services Case Studies and Customer Success Stories with Close CRM

Cloosiv - Consumer Services

Close helped Cloosiv, a mobile ordering service for coffee shops, fix their manual sales process. Before Close, Cloosiv struggled with... spreadsheets and missed follow-ups. After switching to Close, they used drip campaigns and automated emails. Cloosiv grew from 20 to 300 clients in months, with 350 more in the pipeline. They increased their business by 1400% and quadrupled average revenue per user.

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Human Resources Case Studies and Customer Success Stories with Close CRM

HR Covered - Human Resources - Small

Toronto, Canada
Sales communication centralization Sales workflow automation Sales automation Customer relationship management

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 saved 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.

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Other Industry Case Studies and Success Stories with Close CRM

High Kick Sales - Small

Sales pipeline management Sales management

High Kick Sales switched from HubSpot to Close CRM. The team found HubSpot too complex for their needs. Close CRM... offered a clean and intuitive interface. The switch reduced stress for the team. They now work faster and are happier with their CRM.

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