Close CRM Review 2026: Effortless CRM Tool for You?

Do you need help managing your customer relationships and sales processes efficiently?

In today’s competitive landscape, a reliable CRM solution is crucial for businesses of all sizes.

Close CRM promises to streamline your sales workflow and boost productivity.

But is it the right fit for your unique needs?

In this comprehensive review, we’ll delve into the features, pricing, pros, and cons of Close CRM to help you make an informed decision.

Close CRM

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What is Close CRM?

Close CRM is like a super-powered toolbox for sales teams.

It helps you keep track of every step of the sales process, from the first hello to closing the deal.

You can organize all your contacts, see what deals are in the pipeline, and even make phone calls right from the app.

It’s all about making customer relationship management easier so you can spend less time on paperwork and more time making sales.

Who Created Close CRM?

Close was born out of the frustration Steli Efti and Phil Freo felt with manual data entry and traditional CRMs.

In 2013, they created Close to meet the needs of small businesses and sales teams.

Their goal: empower sales reps to focus on selling.

Close streamlines tasks, freeing time for customer interactions.

It’s designed to be intuitive and powerful, an essential tool for any sales team.

Top benefits of Close CRM

• Full Team Engagement: See what your whole team is doing in real time. Everyone’s activity is tracked, so no deals slip through the cracks.
• Dial Multiple Numbers: No more wasting time dialing one number at a time. Power dial through your list and connect with more prospects faster.
• Close More Deals: A streamlined sales process and built-in tools will help you convert more leads into paying customers.
• Team Engagement: Foster collaboration with features like shared notes and task assignments. Everyone will be on the same page and working for the same goal.
• Call Coaching: Listen to call recordings and give your team feedback. This will help them improve their skills and close more deals.
• Professional Features: Close is packed with advanced tools, such as custom objects and automation, and it’s designed to grow with your business.
• Mobile Device: With the Close mobile app, you can take your CRM on the go. Access your data and stay connected, even when you’re out of the office.

Best Features

Close is a powerful tool built to help sales teams work faster.

It is more than just a place to store data.

This software combines phone calls, emails, and tasks into one simple app.

It helps small businesses and startups focus on closing more deals without the headache of manual data entry.

1. Inbox

The Close CRM inbox acts like a to-do list for sales reps.

It shows you every task, missed call, and email in one place.

You can see your follow ups and reminders without switching tabs.

This helps the full team engagement stay high because everyone knows what to do next.

2. Leads

Managing leads is easy with this tool.

You can store unlimited contacts and use custom fields to track specific data.

It helps you find prospects that are ready to buy.

You can even use custom objects to track unique things like real estate or products for your business.

3. Workflows

Workflows help you automate your sales process.

You can construct a series of steps to send emails or assign tasks automatically.

This keeps your sales team moving and ensures no lead goes cold.

It is a great way for businesses to manage their outreach at scale without extra work.

4. Conversations

All your communication lives in one timeline.

You can see every email, text, and call history for your customers.

This gives your team the context they need to talk to clients.

Whether you are on a desktop or a mobile device, you always have the full story.

5. Reporting

Close offers powerful reporting tools to track your progress.

You can use custom graphs to see how many deals you are winning.

It replaces messy spreadsheets with clear data.

This helps teams see where they need to focus to hit their sales goals and grow.

6. Popular Integrations

Close connects with many other tools you already use.

You can sync your zoom meetings or link to other CRMs.

It works with Zapier to connect with hundreds of apps.

This makes it a flexible crm option that fits right into your current sales processes.

7. Sales AI

The built in calling features are even better with AI.

The AI notetaker can transcribe calls and summarize meetings for you.

It can also help you rewrite emails and find data on prospects.

This lets sales reps focus on the talk instead of taking notes.

8. Advanced CRM

For larger teams, Close offers advanced features like a power dialer and predictive dialer.

You can dial multiple numbers at once to reach more leads.

It also includes call coaching and multiple pipelines.

These professional features help you manage complex sales cycles with ease.

9. ROI Calculator

Close helps you see the value of your work.

You can track how much money you make from your sales efforts.

It is designed to help you get a return on your investment quickly.

You can start with a free trial to see how it helps your team.

Pricing

Pros and Cons

Understanding the strengths and weaknesses of any tool is vital before investing.

Let’s break down what Close CRM excels at and where it might fall short.

Alternatives to Close CRM

Close CRM Compared

Personal Experience with Close CRM

My team recently adopted Close CRM to streamline our sales process and enhance collaboration.

We were drawn to its intuitive interface and powerful built-in calling features, which allowed us to connect with prospects more efficiently.

Here’s a breakdown of how we leveraged Close CRM’s features to achieve our goals:

• Centralized communication: The unified inbox became our go-to hub for all customer interactions, eliminating the need to juggle multiple platforms.
• Lead nurturing: We utilized the lead management system to organize our prospects and track their progress through the sales funnel.
• Automation: Workflow automation proved invaluable for automating repetitive tasks like follow-up emails, freeing up our team’s time for more meaningful interactions.
• Collaboration: The ability to share notes, assign tasks, and view team activity in real-time fostered a collaborative environment & ensured everyone was on the same page.
• Call coaching: We leveraged call recordings and the call coaching feature to provide valuable feedback to our sales reps, leading to improved performance and increased conversions.

Overall, Close CRM has been a game-changer for our team.

Its user-friendly interface, robust feature set, and excellent customer support have helped us streamline our sales process and achieve our desired results.

Final Thoughts

Close CRM is a powerful tool for sales teams looking to streamline their workflow & boost productivity.

Its intuitive interface, robust features, and built-in calling capabilities make it a top contender in the CRM market.

While it may not be the cheapest option, its value proposition is undeniable.

If you’re seeking a CRM that prioritizes simplicity, efficiency, and sales-focused features, Close CRM is worth serious consideration.

Take advantage of their 14-day free trial to experience its benefits firsthand and see if it’s the right fit for your team.

Frequently Asked Questions

More Facts about Close

• Smart Views: This tool helps you see the most important leads first so you can decide who to call or email.
• Live Coaching: Managers can listen to sales calls and provide guidance to their team members while they are speaking with customers.
• Visual Pipeline: This shows your sales like a map, making it easy to see where a deal might be stuck.
• All-in-One Inbox: You can send emails, make phone calls, and send texts all from the same place.
• Automatic Follow-ups: The system sends reminders and messages for you so you don’t forget to check back with people.
• Activity Timeline: Every call and email is saved on a timeline so you can see the whole history of a customer at a glance.
• Reports: You can see charts that show how well the team is doing, though some people find these reports a bit simple.
• Easy to Use: It is designed to be simple, so a new team can learn to use it very quickly.
• Help Resources: They have a help center and guides to help you use the software.
• Made for Small Teams: It works best for small or medium-sized businesses that need to reach a lot of people quickly.
• Quick Setup: You can easily move your old lists into Close, and they offer a free trial to test it out.
• Calling Features: You can make phone calls directly from your computer screen without needing a separate phone.
• High Rating: Many users on the website G2 gave the software a very high rating of 4.7 out of 5 stars.
• Specialized Tool: It differs because it focuses mostly on helping you sell and reach out to people, not just on storing names.
• Cost: There are three main pricing tiers: Startup, Professional, and Enterprise. The price starts at around $49-$59 per person per month.
• Customization: It is not as easy to change or “re-build” as some other tools, which might be hard for very large companies.
• Integrations: It can connect with over 80 other apps to help your business run smoothly.