Close CRM Review 2024: 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.

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 CRM boasts a suite of features designed to streamline your sales process.

Let’s dive into some of the standout tools that set Close apart.

1. Inbox

Close’s unified inbox is your command center for communication.

There is no more switching between apps—emails, calls, SMS, and even voicemail are all accessible in one place.

You’ll never miss a beat, ensuring timely and effective customer interactions.

2. Leads

Say goodbye to spreadsheets and disorganized contact lists.

Close’s lead management system keeps all your prospect information organized and accessible.

Easily track interactions, schedule follow-ups, and nurture leads toward conversion.

3. Workflows

Automate repetitive tasks and free up your team’s time for what truly matters—building relationships and closing deals.

Close’s powerful workflow automation lets you create sequences for emails, calls, and SMS, ensuring consistent and timely follow-ups.

4. Conversations

Close seamlessly logs every interaction with your prospects and customers.

You can easily view call transcripts, listen to recordings, and review email threads, providing valuable context and insights for your sales team.

5. Reporting

Track your team’s performance & gain actionable insights with Close’s customizable reporting.

From sales activity to pipeline health, you’ll have the data you need to make informed decisions and drive continuous improvement.

Pricing

Plan Name	Price (Billed Annually)	Key Feature
Essentials	$35/seat/month	Unlimited contacts & leads, Multiple pipelines, Advanced lead & activity filters.
Growth	$99/seat/month	Automated workflows, Power Dialer, AI Email Assistant.
Scale	$139/seat/month	Lead visibility rules, Predictive Dialer, Unlimited call recording.

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

Here are several Close CRM alternatives with a brief overview of each:

• GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
• ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
• Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

Close CRM Compared

Here’s a brief comparison of Close CRM with these software solutions:

• Close CRM vs Gohighlevel: Close CRM focuses on sales teams with built-in calling and email for efficiency, while GoHighLevel is an all-in-one platform integrating sales, marketing automation, and lead generation.
• Close CRM vs Pipedrive: Close CRM emphasizes robust communication tools and automation for inside sales. At the same time, Pipedrive is known for its intuitive visual sales pipeline management for small to medium businesses.
• Close CRM vs Keap: Close CRM is a sales-focused CRM with built-in calling and email sequences, whereas Keap offers more comprehensive marketing automation and e-commerce integrations.
• Close CRM vs ActiveCampaign: Close CRM excels in streamlined sales processes and communication tools, while ActiveCampaign provides more extensive marketing automation, advanced segmentation, and detailed customer journey tracking.
• Close CRM vs HubSpot: Close CRM is designed for sales teams and prioritizes built-in calling and rapid deal closing, while HubSpot offers a broader suite that encompasses marketing, sales, and customer service.
• Close CRM vs Clickfunnels: Close CRM is a sales-oriented CRM for managing leads and deals; ClickFunnels is a specialized tool for building sales funnels and optimizing conversions.
• Close CRM vs Folk: Close CRM is a sales-focused CRM with robust sales automation and built-in communication, while Folk offers flexible, collaborative contact management with a focus on organization and simple outreach.
• Close CRM vs Instantly: Close CRM provides a comprehensive sales CRM with integrated calling and broader sales automation, while Instantly specializes in high-volume cold email outreach and deliverability.
• Close CRM vs Clickup: Close CRM is a dedicated sales CRM for pipeline management and communication, whereas ClickUp is a versatile work operating system with project management, task organization, and customizable CRM capabilities.
• Close CRM vs Monday CRM: Close CRM is a specialized sales CRM with advanced automation for closing deals. Monday CRM is a visual work OS offering customizable workflows for various business functions, including sales.
• Close CRM vs Capsule CRM: Close CRM offers robust sales automation and built-in communication for dedicated sales teams. Capsule CRM is a simpler, more affordable contact manager primarily for basic relationship tracking.
• Close CRM vs Insightly: Close CRM is mainly a sales-focused CRM with strong communication tools. At the same time, Insightly offers a broader CRM solution that includes robust project management and more extensive integrations.
• Close CRM vs Freshsales CRM: Close CRM emphasizes sales efficiency with built-in communication and automation. Freshsales CRM provides a comprehensive solution with advanced sales automation and in-depth reporting.
• Close CRM vs Salesforce: Close CRM is a sales engagement platform for SMBs with integrated calling and email, while Salesforce is an extensive, highly customizable enterprise-level CRM with broad sales, marketing, and service capabilities.
• Close CRM vs Zendesk: Close CRM is specifically built for sales teams and has robust calling and email features. At the same time, Zendesk is primarily a customer service platform focused on ticketing and support management.

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