Close CRM - Detailed Review
Business Tools
Close CRM - Product Overview
Close CRM Overview
Close CRM is a specialized customer relationship management (CRM) tool that is predominantly geared towards sales teams, particularly those in small businesses and startups. Here’s a brief overview of its primary function, target audience, and key features:Primary Function
Close CRM is built to streamline and enhance the sales process. It integrates various tools and features that help sales teams manage leads, contacts, and communications efficiently, all within a single platform. The system is designed to make sales operations faster and more effective, allowing teams to focus more on closing deals rather than administrative tasks.Target Audience
The primary target audience for Close CRM includes small businesses, startups, and medium-sized enterprises. It is particularly popular among companies with 10-50 employees and revenues ranging from $1 million to $10 million. The industries that most frequently use Close CRM include Internet, Computer Software, Marketing and Advertising, and Information Technology and Services.Key Features
Lead and Contact Management
Close CRM allows you to store and manage leads (companies) and contacts (individuals associated with those leads). It offers features like Smart Views, filters, and segmentations to prioritize and organize leads and contacts effectively.Custom Fields and Activities
Users can create custom fields and activities to customize the CRM according to their specific needs, streamlining their sales workflow.Multichannel Communication
The platform includes integrated VoIP phone, email, SMS, and video tools, enabling seamless communication across multiple channels. Features like Call Assistant, Power Dialer, and Predictive Dialer automate and expedite calling outreach.Automation
Close CRM offers automation features such as Workflows, which can trigger email, call, task, and SMS actions automatically or manually. This helps in reducing administrative work and keeping the sales team focused on selling.Analytics and Reporting
The CRM provides sales funnel reporting, customizable fields, and activities to help in organizing and reporting key prospect details. Leaderboards and user comparisons are also available to track and train sales team performance.Integrations
Close CRM integrates with over 100 tools via native, no-code, and Zapier integrations, ensuring that it can seamlessly fit into your existing tech stack.Ease of Use and Security
The platform is known for its user-friendly interface and fast setup. It also ensures data security with features like roles and permissions, and it is compliant with SOC 2 Type 2, GDPR, and CCPA. Overall, Close CRM is a comprehensive tool that simplifies the sales process, enhances productivity, and provides the necessary features to help small businesses and startups grow their sales operations efficiently. Close CRM - User Interface and Experience
User Interface Overview
The user interface of Close CRM is renowned for its simplicity and user-friendliness, making it an ideal choice for sales teams looking to streamline their processes without a steep learning curve.Ease of Use
Close CRM boasts an intuitive interface that allows for rapid setup and minimal training time. The platform is designed with salespeople in mind, ensuring smooth navigation and quick execution of tasks. Its clean and user-friendly design enables users to quickly find contacts, leads, and other information, thanks to a powerful search function that can search important phrases, contract mentions, and past conversations.Customization
The interface is highly customizable, allowing businesses to adapt the CRM to their specific needs. Users can create custom fields, modify data layouts, and customize pipelines and workflows to enhance efficiency.Communication-Centric Interface
Close CRM integrates seamlessly with various communication channels, including email, calling, and SMS. This integration allows users to send and receive emails, make calls, and send SMS messages directly within the CRM, eliminating the need to switch between platforms. The two-way email sync feature with providers like Gmail and Outlook ensures that all email interactions are tracked and accessible within the CRM.Automation and AI Tools
The platform offers significant automation capabilities, such as email sequences and follow-up reminders, which help sales reps save time and focus on closing deals. Close CRM also incorporates AI tools, including an AI call assistant that transcribes and summarizes phone calls, generating actionable items and supporting over 20 languages.Mobile Access
Close CRM provides mobile access, ensuring that sales teams can manage their tasks and interactions on the go. This mobility is crucial for remote sales teams and those who need to stay connected outside the office.Reporting and Analytics
The platform offers detailed reporting and analytics tools, providing transparency into team activities and sales progress. These tools help businesses generate insights to identify trends and improve performance, making it easier to prioritize high-value opportunities.Integration
Close CRM integrates easily with various third-party applications, such as Slack, Google Workspace, and Zapier, ensuring smooth data synchronization and enhancing overall functionality. This adaptability makes it a highly versatile solution for growing businesses.User Experience
Users consistently praise Close CRM for its ease of use, powerful communication tools, and automation capabilities. The platform’s ability to handle emails, provide holistic reports of sales activities, and offer real-time notifications and reminders contributes to a positive user experience. The overall feedback indicates that Close CRM is highly effective for managing sales pipelines and boosting team productivity. Close CRM - Key Features and Functionality
Close CRM Overview
Close CRM is a comprehensive sales CRM solution that integrates various features to streamline and enhance sales processes, particularly for small to medium-sized businesses. Here are the main features and functionalities of Close CRM, including its AI-driven aspects:
Omnichannel Communication
Close CRM allows users to communicate with leads and customers through multiple channels, including email, phone calls, and SMS text messaging. All these communication channels are integrated into a single inbox, making it easier for sales reps to manage their interactions without switching between different apps.
Workflow Automations
Close enables users to automate key sales tasks through workflows. These workflows can trigger specific actions based on predefined criteria, such as automating email sequences, assigning leads, and creating follow-up tasks. This automation reduces manual workload and increases efficiency.
AI Call Assistant
Close features an AI-powered call assistant that automatically transcribes and summarizes phone calls. This tool supports over 20 languages and generates actionable items from the call summaries, allowing reps to focus on the conversation rather than note-taking. The summaries are searchable and accessible through both the desktop and mobile app.
Video Meetings
Close integrates with Zoom to facilitate video meetings. Users can connect their Zoom account, receive notifications before calls, join Zoom calls directly from the Lead view in Close, and automatically save call recordings. This is particularly useful for remote sales teams.
Search and Smart Views
The platform combines a powerful search function with Smart Views to help reps prioritize leads and initiate lead nurturing. The search feature allows users to find contact information based on important phrases, contract mentions, past conversations, and more. Smart Views create a focused view of top lead data, such as recent email opens or renewal updates, enabling automated outreach workflows around these saved views.
Predictive and Power Dialers
Close offers both predictive and power dialer functionalities. The predictive dialer connects reps with available leads as soon as possible, minimizing wait times. The power dialer allows reps to automatically dial through a list of leads, pausing and resuming as needed. These features are particularly beneficial for teams that rely heavily on outbound calling.
Automated Data Entry
Close can automatically populate data fields in lead or contact records based on information from emails or other sources. This reduces manual data entry and ensures data accuracy, making the sales process more efficient.
Reporting and Analytics
While reporting capabilities are somewhat limited compared to other CRMs, Close provides essential reports for tracking sales performance. These include activity comparison reports, opportunity tracking, and sales team activity tracking. Enterprise users have access to custom graphs, although these are still relatively basic.
AI Integrations
Close CRM leverages AI in several ways:
- Close GPT: This is a custom GPT integration within Close that helps automate and manage customer relations and sales outreach more efficiently.
- Call Transcriptions: The AI call assistant not only transcribes calls but also summarizes them and generates actionable items, which is a significant AI-driven feature.
- Automated Workflows: While not exclusively AI-driven, the automation of workflows is enhanced by AI in identifying and optimizing outreach strategies through KPI-based report dashboards.
Integrations
Close CRM integrates with over 50 applications, including Zapier, HubSpot, Gmail, Google Workspace, DocuSign, and many more. These integrations enhance the platform’s usability and adaptability, allowing businesses to streamline their sales processes by connecting various tools within their tech stack.
Conclusion
In summary, Close CRM is a powerful tool for sales teams, especially those in small to medium-sized businesses, by offering a range of features that automate and streamline sales processes, with notable integrations of AI to enhance efficiency and productivity.
Close CRM - Performance and Accuracy
Performance
Close CRM is praised for its ease of use and speed. It is built specifically for the workflows of fast, nimble sales teams, particularly those in small businesses and startups. Here are some highlights:Speed and Ease of Use
Close CRM is noted for being up to 50% faster than other CRMs, which helps sales teams work more efficiently. It requires minimal setup time and is user-friendly, eliminating the need for extensive training.Automated Processes
The platform automates various administrative tasks such as calls, emails, and SMS messages, allowing sales teams to focus more on closing deals rather than on administrative work.Comprehensive Features
Close CRM integrates all necessary tools for the sales process, including contact management, deal tracking, and pipeline management, all within a single platform. This streamlines the sales process and keeps all customer information centralized.Accuracy
The accuracy of Close CRM is largely supported by its advanced reporting capabilities:Advanced Reporting
Close CRM offers advanced reporting features that allow sales teams to create custom reports, visualize data, and identify crucial insights. This includes tracking conversion rates, win-loss ratios, and analyzing sales trends and pipeline performance. These features enable data-driven decision-making and help in optimizing sales performance.Data Quality Assurance
To ensure accuracy, it is crucial to invest time in data quality assurance. Close CRM requires accurate capture and reflection of sales activities to provide reliable insights.Limitations and Areas for Improvement
Despite its strengths, Close CRM has some limitations:Customer Success Management
Close CRM is primarily designed for sales teams and falls short in managing the complete customer success lifecycle. It lacks features such as customer health monitoring, automated playbooks for retention, and comprehensive onboarding processes, which are critical for customer success managers.Integration Limitations
Some users have reported issues with integrations, noting that Close CRM’s integrations can be limited and sometimes unreliable. This can disrupt the smooth flow of tasks and customer management.Customization
There have been complaints about the difficulty in customizing certain aspects of the software, such as using tags, which can be a hindrance for some users.Conclusion
Close CRM excels in providing a streamlined and efficient sales management experience, especially for small businesses and startups. Its advanced reporting and automation features are significant strengths. However, it has clear limitations when it comes to customer success management and integration capabilities. For businesses that need a more comprehensive CRM solution that includes customer success features, additional tools like Custify might be necessary to complement Close CRM. Close CRM - Pricing and Plans
Plans and Pricing
Close CRM offers several subscription plans, each catering to different business needs and sizes.
Base Plan
- Price: $29 per user per month.
- Features: Ideal for small teams or solo entrepreneurs, this plan includes core CRM tools such as leads and opportunities management, built-in calling and emailing, one pipeline, and basic reporting.
Startup Plan
- Price: $59 per user per month.
- Features: Geared toward early-stage startups, this plan offers unlimited contacts, multiple pipelines (up to 3), workflow automation, and enhanced reporting compared to the Base Plan.
Professional Plan
- Price: $109 per user per month.
- Features: Suitable for bigger teams, this plan includes multiple pipelines (up to 10), advanced reporting and analytics, more customization options (fields, workflows, dashboards), and integrations with popular third-party tools.
Enterprise Plan
- Price: $149 per user per month.
- Features: Designed for larger teams, this plan offers up to 25 pipelines, higher usage allowances, priority support with a dedicated success manager, and advanced security/permissions (SSO, 2FA, etc.).
Business Plan
- Note: The Business Plan mentioned in some sources is not clearly priced in public documentation. However, it is indicated that it includes all core CRM, email, phone, and support features, along with additional functionalities like custom fields, advanced permissions, and dedicated account management. For detailed pricing, businesses need to contact Close CRM’s sales team directly.
Custom Plan
- Price: Available upon request.
- Features: This plan is for very large organizations or unique use cases, offering expanded pipelines and usage limits, specialized integrations, and white-glove onboarding with custom SLAs.
Free Options
- Close CRM does not offer a free forever plan. However, they provide a 14-day free trial with free data migration, allowing you to test features like calling, email, and SMS functionality without requiring a credit card.
Additional Costs
- There may be additional costs for optional features such as the Call Assistant for sentiment analysis, which costs $50/month plus $0.02 per minute.
By choosing the right plan based on your business needs, you can ensure that you are getting the features and support necessary to manage your sales, leads, and customer interactions efficiently.
Close CRM - Integration and Compatibility
Close CRM Overview
Close CRM is highly versatile and integrates seamlessly with a wide range of tools and platforms, making it a powerful asset for businesses looking to streamline their sales processes.Integrations with Other Tools
Close CRM offers a broad spectrum of integrations that enhance its usability and adaptability. Here are some key integrations:Zapier and Make
Close CRM can be connected to over 2,000 third-party apps through Zapier, and with Make, you can create customized integrations to automate workflows between Close CRM and other apps like Airtable, Google Sheets, LinkedIn, and more.Communication and Scheduling Tools
It integrates with tools like Calendly, allowing you to sync scheduling links and insert them into emails with a single click. Additionally, it works with SavvyCal to automatically send lead information to your Close account whenever someone books a meeting.Marketing and Sales Automation
Close CRM integrates with platforms such as HubSpot Marketing Hub, ActiveCampaign, Mailchimp, and Drip, enabling comprehensive sales and marketing automation.Productivity and Collaboration Tools
It supports integrations with Google Workspace, Microsoft 365, Slack, Asana, and Trello, making it easier to manage tasks and collaborate within teams.Document and Contract Tools
Integrations with DocuSign and PandaDoc facilitate the signing and management of documents directly within the CRM.Compatibility Across Devices
Close CRM is designed to be accessible and functional across various devices:Mobile and Desktop Apps
The platform is available on both mobile and desktop devices, ensuring that sales teams can manage their activities from anywhere.Web Access
Close CRM can be accessed via the web, providing a consistent experience across different devices and operating systems.Setup and Migration
The setup process for Close CRM is straightforward, with features like a quick setup process, a CSV import tool for leads and contacts, and a free one-click migration tool for users switching from other CRMs. This makes it easy to get started and integrate Close CRM into your existing workflow.Security and Support
Close CRM prioritizes data security and user support:Security Features
It is SOC2 Type 2 Compliant and offers two-factor authentication and Google Single Sign-On (SSO) for enhanced security.Support Options
The platform provides 24/7 self-serve help center support, email support, and screen share support via Zoom. For larger teams, a dedicated Customer Success Manager is available. Overall, Close CRM’s extensive integration capabilities and cross-device compatibility make it a highly adaptable and efficient tool for managing sales processes. Close CRM - Customer Support and Resources
Customer Support
Close CRM is known for its exceptional customer support, which is provided by a team of sales experts. Here are some key aspects of their support:
Fast and Helpful Support
Close boasts industry-leading response times, ensuring that users get prompt and helpful assistance. The support team is committed to providing honest and clear answers, avoiding unnecessary jargon.
Global Availability
The support team is strategically located across three continents, making it possible to get help regardless of your time zone or work schedule.
Personalized Assistance
The support representatives are personally invested in the success of their customers, offering a more personal and reliable experience.
Additional Resources and Integrations
Close CRM also provides a wide range of resources and integrations to enhance user experience and productivity:
Extensive Integrations
Close can be integrated with hundreds of apps, including tools like Zoom, Zapier, Segment, and many more. These integrations allow for automated processes, data enrichment, and seamless communication between different platforms.
Automation and Workflow Tools
Users can automate various workflows using integrations with tools like DropFunnels, Lead Mapper, and KrispCall. This helps in optimizing routes, managing leads efficiently, and increasing productivity.
Analytics and Data Tools
Close offers integrations with analytics tools such as Geckoboard, Clay, and Skyvia, allowing users to create customized reports, merge data with ad metrics, and analyze valuable CRM data in real time.
AI-Driven Features
Close includes AI-driven features like Close GPT, a custom GPT model integrated within the CRM, which can help in various tasks such as lead generation and data enrichment.
Community and Documentation
While the provided sources do not detail a specific community or forum, the comprehensive support documentation and the ability to connect with sales experts directly suggest a strong commitment to user support and resources.
In summary, Close CRM provides top-tier customer support with fast response times, personalized assistance, and global availability. Additionally, it offers a wide array of integrations and resources to automate workflows, enhance analytics, and leverage AI-driven features, making it a versatile and supportive tool for business needs.
Close CRM - Pros and Cons
When Considering Close CRM
When considering Close CRM as a business tool, especially in the context of AI-driven products, here are some key advantages and disadvantages to be aware of:
Advantages
- Ease of Use: Close CRM is known for its user-friendly and intuitive interface, making it easy for sales teams to onboard and start using the platform quickly.
- Telephony and VoIP: The platform offers premium telephony and VoIP options, which are particularly beneficial for sales reps who rely heavily on phone calls and cold calling.
- Workflow Automations: Close allows users to automate various aspects of the sales cycle, including multi-channel outreach via emails, calls, and SMS. This automation can be optimized using KPI-based report dashboards and cloned into templates for easy access.
- AI Call Assistant: The built-in AI call assistant automatically transcribes and summarizes phone calls, generating action items and supporting over 20 languages. This feature is accessible through both the desktop and mobile app.
- Video Meetings Integration: Close integrates seamlessly with Zoom, allowing sales reps to manage video meetings directly from the platform, including automatic call recording and notifications.
- Search and Smart Views: The platform’s search function and Smart Views feature help reps prioritize leads and automate outreach workflows based on important data such as recent email opens and renewal updates.
- Chatbot Integration: Close can be integrated with AI-powered chatbots, such as those from Copilot.Live, to streamline tasks like lead qualification, appointment scheduling, and personalized customer interactions. These integrations also provide automated lead scoring and AI-powered customer insights.
- Industry-Specific Benefits: Close is particularly beneficial for industries like financial planning services, insurance companies, and real estate, offering features that cater to the specific needs of these sectors.
Disadvantages
- No Free Version: Close CRM does not offer a free version, only a 14-day free trial. This can be a drawback for businesses that need to test the full functionality before committing to a purchase.
- Limited Features for Other Departments: While Close is excellent for sales teams, it lacks features that would be useful for other departments such as marketing and customer support. The platform is not a comprehensive marketing CRM.
- Limited Customer Support Features: Close CRM is criticized for lacking comprehensive customer support features, which can be a significant con for businesses that need robust support functionalities.
Conclusion
Overall, Close CRM is a strong choice for sales teams, especially those in specific industries, due to its ease of use, advanced automation features, and integration capabilities. However, it may not be the best fit for businesses needing a more comprehensive CRM solution that includes marketing and customer support features.
Close CRM - Comparison with Competitors
Comparison of Close CRM with Other Business Tools
When comparing Close CRM with other products in the business tools and AI-driven CRM category, several key features and differences stand out.
Sales Automation and Communication
Close CRM is highly regarded for its sales automation capabilities, allowing users to automate emails, calls, and SMS communications. It also features a built-in call assistant that transcribes and summarizes phone calls, generating actionable items.
In contrast, HubSpot CRM offers advanced marketing automation tools that integrate with sales processes but have a broader focus on marketing automation and customer engagement. HubSpot’s automation is more geared towards enhancing both sales efficiency and customer engagement, rather than the sole focus on sales follow-ups seen in Close CRM.
Pipeline Management
Close CRM provides a straightforward visual method for managing deals with drag-and-drop functionality, making deal tracking simple and efficient. However, it lacks advanced customization options, which might limit its flexibility for diverse business needs.
HubSpot CRM, on the other hand, offers a more comprehensive visual overview of deals with customizable stages and task automation. This provides greater adaptability and a more detailed view of the sales process.
AI and Automation Tools
Close CRM’s AI tools include the AI call assistant and workflow automations that can be cloned into templates. This helps in optimizing outreach strategies and streamlining sales processes.
Pipedrive, another CRM, also focuses on sales automation but with a stronger emphasis on pipeline management and visual sales pipelines. While it doesn’t have the same level of AI integration as Close CRM, it is known for its ease of use and focus on deal closure.
Integration and Customization
Close CRM integrates well with tools like Zoom for video meetings and offers customizable fields to fit specific business needs. However, its pipeline management lacks the advanced customization options available in HubSpot.
Zoho CRM, another competitor, offers extensive customization options and a wide range of integrations with other Zoho apps, making it highly adaptable to different business models. However, Zoho CRM’s automation features, while comprehensive, may not be as sales-specific as those in Close CRM.
Pricing
Close CRM has a tiered pricing model starting at $49 per user per month. This is comparable to other CRMs like HubSpot CRM, which offers a free version but charges more for advanced features.
Unique Features of Close CRM
- AI Call Assistant: Automatically transcribes and summarizes phone calls, providing actionable items and multi-language support.
- Workflow Automations: Allows for multi-channel outreach automation and the ability to clone successful automations into templates.
- Smart Views: Combines search functionality with lead prioritization, enabling reps to find and nurture leads efficiently.
Potential Alternatives
- HubSpot CRM: Ideal for businesses needing a broader range of marketing automation tools and more advanced pipeline management customization.
- Pipedrive: Suitable for businesses that prioritize pipeline management and visual sales pipelines.
- Zoho CRM: A good option for businesses requiring extensive customization and integration with other business apps.
Conclusion
In summary, Close CRM stands out with its strong focus on sales automation, AI-driven call assistance, and streamlined communication tools. However, businesses with broader marketing needs or those requiring more advanced pipeline customization might find alternatives like HubSpot CRM or Zoho CRM more suitable.
Close CRM - Frequently Asked Questions
Frequently Asked Questions about Close CRM
What are the key benefits of using Close CRM?
Close CRM offers several key benefits, including full team engagement, where you can see what your entire team is up to in real-time. It also features power dialing, allowing you to dial multiple numbers quickly, and streamlines the sales process to help you close more deals. Additionally, it fosters collaboration with shared notes and task assignments, and provides call coaching through call recordings and feedback.What are the different pricing plans for Close CRM?
Close CRM offers several pricing plans:- Base Plan: $29/user/month, ideal for small teams or solo entrepreneurs, including core CRM tools, built-in calling and emailing, one pipeline, and basic reporting.
- Startup Plan: $59/user/month, geared toward early-stage startups, offering unlimited contacts, multiple pipelines (up to 3), workflow automation, and enhanced reporting.
- Professional Plan: $109/user/month, suitable for bigger teams, with multiple pipelines (up to 10), advanced reporting and analytics, and more customization options.
- Enterprise Plan: $149/user/month, designed for larger teams, offering up to 25 pipelines, higher usage allowances, priority support, and advanced security features.
- Custom Plan: Pricing varies, tailored for very large organizations or unique use cases, including expanded pipelines and usage limits, specialized integrations, and white-glove onboarding.
Does Close CRM offer a free trial?
Yes, Close CRM offers a 14-day free trial with no credit card required. During the trial, you can test features like calling, email, and SMS functionality, explore tools for managing all your communication, and see how Close CRM stacks up against other CRMs.Can I integrate Close CRM with other tools I use?
While Close CRM has limited third-party integrations, it does integrate with popular tools like Zapier, Gmail, and Outlook. Additionally, it provides API access for custom integrations, allowing you to extend its functionality with other essential business applications.Does Close CRM offer a mobile app?
Close CRM does provide mobile device accessibility, allowing you to manage your sales processes on the go. However, specific details about a dedicated mobile app are not explicitly mentioned in the available sources.How does Close CRM enhance sales productivity?
Close CRM enhances sales productivity through automated workflows, power and predictive dialers, and built-in communication solutions. These features ensure consistent follow-ups, streamline the calling process, and centralize all interactions with leads and customers, saving time and increasing conversion rates.What AI-enhanced features does Close CRM offer?
Close CRM includes several AI-enhanced features such as Close GPT for generating prospecting lists, Call Assistant for automatic transcription and summarization of phone calls, AI Rewrite Assistant for drafting and perfecting emails, a Cold Email Generator, a Subject Line Generator, and an AI Email Writer to automate outreach. These tools help automate routine tasks and provide deeper insights into sales pipelines.How does Close CRM handle lead and opportunity management?
Close CRM allows you to manage leads effectively, keeping all potential sales targets organized. You can track up to 300 opportunities per lead, view the total and expected values of your deals, and prioritize your efforts accordingly. The platform also enables you to store detailed records of individuals within an organization and link them to their respective leads.Is Close CRM suitable for small businesses?
Yes, Close CRM is suitable for small businesses. It offers affordable pricing plans and focuses on essential sales features, making it a valuable asset for growing teams. The Base Plan, in particular, is ideal for small teams or solo entrepreneurs.What kind of customer support does Close CRM offer?
Close CRM offers various levels of customer support depending on the plan you choose. The Enterprise Plan, for example, includes priority support with a dedicated success manager. Additionally, Close CRM provides comprehensive resources and support during the onboarding process. Close CRM - Conclusion and Recommendation
Final Assessment of Close CRM
Close CRM is a sales-focused CRM solution that stands out for its simplicity, ease of use, and a suite of integrated tools designed to boost sales efficiency, particularly for startup and small business teams.Key Features and Benefits
- Integrated Communication Tools: Close CRM offers built-in calling, SMS, and email solutions, along with video meeting integrations through Zoom. This omnichannel approach helps sales teams manage all their communication from a single platform.
- Workflow Automations: The platform allows users to automate emails, calls, and SMS communications, and optimize outreach strategies using KPI-based report dashboards. This feature is particularly useful for multi-channel outreach and lead nurturing.
- AI Call Assistant: Close CRM includes an AI-powered call assistant that transcribes and summarizes phone calls, generating actionable items. This tool supports over 20 languages and works seamlessly with the desktop and mobile app.
- Search and Smart Views: The advanced search function and Smart Views feature help sales reps prioritize leads and automate outreach workflows based on key data points like recent email opens and renewal updates.
Who Would Benefit Most
Close CRM is ideal for:- Startups and Small Businesses: These organizations can benefit from the platform’s ease of use, onboarding assistance, and the comprehensive set of sales-focused tools.
- Remote Sales Teams: The integrated video meeting tools and automated communication features make it a great fit for teams that rely heavily on remote sales strategies.
- Specific Industries: Sales teams in financial planning services, insurance companies, and real estate can particularly benefit from Close CRM’s specialized features and ease of use.
Pricing and Plans
Close CRM offers several pricing plans:- Base Plan: $29 per user per month, suitable for small teams or solo entrepreneurs with basic CRM needs.
- Startup Plan: $59 per user per month, ideal for early-stage startups needing more flexibility and reporting.
- Professional Plan: $109 per user per month, well-suited for bigger teams that rely on integrations and advanced reporting.
- Enterprise Plan: $149 per user per month, designed for larger teams needing enterprise-level functionality and priority support.
- Custom Plan: Available for very large organizations or unique use cases, with custom SLAs and specialized integrations.
Pros and Cons
Pros
- Ease of Use: The user-friendly interface and easy onboarding process make it accessible to new users.
- Telephony and VoIP: Premium telephony options are a significant advantage for sales reps who rely on phone calls.
- Industry-Specific Benefits: Close CRM is particularly beneficial for certain industries like financial planning, insurance, and real estate.
Cons
- Lack of Free Version: There is no free version, only a 14-day free trial.
- Limited Features for Other Departments: While it excels in sales, it lacks features for marketing and customer support.