Close CRM is a user-friendly sales platform with integrated calling, SMS, and email features. While some users may need initial training, it streamlines communication and optimizes sales processes. Its comprehensive features make it a valuable tool for boosting sales team productivity.

Close Software Specifications

Lead Management

Sales Pipeline Management

Contact Management

Sales Automation

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What Is Close Software?

Close is a cloud-based customer relationship management (CRM) platform tailored for small businesses and startups. It offers solutions to streamline sales processes, enhance communication, and automate repetitive tasks, addressing common pain points such as disjointed workflows and inefficient customer interactions. By integrating calling, emailing, and SMS into a single platform, Close enables sales teams to operate more efficiently and focus on closing deals. Its user-friendly design and comprehensive features make it a notable choice among CRM solutions for growing teams.

Close Software Pricing

Close software offers four packages:

  • Base: $29/seat/month
  • Professional: $109/seat/month
  • Enterprise: $149/seat/month
  • Custom: Tailormade quote provided.
Close software cost will differ depending on your organization type and needs. Users can request pricing for the plan most suited to them.

Disclaimer: Prices are subject to change.

Close Software Integrations

The software seamlessly integrates with various popular business applications, including:

Watch a free Close software demo to learn more about its integrations.

Who Is Close Software For?

Close software caters to businesses across different industries, such as:

  • Consulting & professional services
  • E-commerce
  • Real estate
  • Recruiting & staffing
  • Marketing & advertising
  • Financial services
  • Education & online learning

Is Close Software Right For You?

Close software boosts sales efficiency by centralizing communication, enhancing productivity, and strengthening customer relationships. It provides valuable sales insights, fosters team collaboration, and streamlines operations for business growth. With its intuitive interface, teams can close deals faster and more effectively.

Still not sure if Close software is right for you? Get in touch with our customer support team at (661) 384-7070, and it will help you make the best decision.

Close Software Features

Close integrates your work email and calendar into its platform, centralizing communications within the Close Inbox. This consolidation ensures all interactions are accessible in one place, eliminating the need to switch between applications and enhancing team collaboration.

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This software enables automation of emails, calls, tasks, and SMS through customizable workflows. These can be triggered automatically or manually, allowing sales teams to streamline repetitive tasks, maintain consistent outreach schedules, and focus more on closing deals.

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Built-in Call Assistant in Close automatically transcribes and summarizes phone calls. This feature enables sales representatives to concentrate on conversations without manual note-taking, resulting in increased productivity and more accurate records.

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Close software offers sales funnel reporting to track sales velocity and conversion rates. This feature helps identify and address leaks in the sales pipeline, enabling more strategic analysis and improved pipeline health.

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Close software includes leaderboards and user comparisons to track and improve sales team performance. These tools help identify top performers and areas for improvement, fostering a competitive and growth-focused environment.

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Pros and Cons of Close Software

Pros

  • Intuitive and user-friendly interface
  • Affordable pricing compared to competitors
  • Effective in increasing sales and closing deals
  • Comprehensive feature set supports diverse sales needs
  • Efficient communication tools streamline workflows

Cons

  • Challenges when transitioning to other CRM systems
  • Limited discretion in certain functionalities, according to software users
  • Customization options could be more extensive
  • Lack of advanced reporting and analytics features

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Frequently Asked Questions

Yes, Close software has a mobile app.