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CRM for growth

• Get the best calling software

  Empower your people to reach more prospects with less effort. With power dialer and predictive dialer features, you can make 300+ calls a day and increase reach rates with ease.

• Synchronize your technology stack

  Stay in sync with Close. You can quickly and easily connect the applications you use every day. So HubSpot, Gmail, ActiveCampaign, Zapier or even Asana sync up with just a few clicks.

• Get advanced analytics

  The Close platform produces customizable CRM reports that you can view in an attractive, user-friendly dashboard. This reliable data includes pipeline health or a view of critical KPIs to help you optimize your sales.

• Automate SMS and email

  Synchronize your emailing tools to track the timing of exchanges. Then automate emails with intuitive, powerful and personalized sequences. At the same time, automate the sending of mass SMS to stimulate the engagement of your targets.

• Streamline your communication with email templates

  With Close, you can create and save email templates that you frequently use to communicate with your prospects. This feature saves you time and effort while ensuring consistency in your communication.

• Prioritize your prospects easily

  With comprehensive views and intuitive, user-friendly contact filtering, quickly identify priority prospects. Then automate your workflows to target customers you can convert without wasting time.

• Supercharge your sales with Intelligent Reporting

  Close offers you an in-depth view of your sales pipeline health and critical KPIs. This means that you can make data-driven decisions to optimize your sales performance based on real-time analytics.

• Measure your team's performance with Team Reporting

  With Team Reporting, you can view real-time insights into your team's performance. Track metrics like call volume, lead conversion rate, and sales goal attainment. This feature allows you to identify areas of improvement and optimize your team's efforts.

• Paul Williams

  Close's Predictive Dialing Boosts Business Productivity

  Close has been a game-changer for our business. Its predictive dialing feature has drastically reduced the time spent on calls, increasing our productivity

  July 22, 2024

• Jeffrey B

  Finest CRM Experience I've Enjoyed

  Close.io has been an invaluable tool for our small B2B sales department. Before using Close.io, we were struggling with multiple programs for emailing, calling, tracking, noting, and managing customers, which was chaotic. Now, we can do everything within the app itself, eliminating the need to transfer information from one source to another. The features that have been most beneficial to us include real-time integration with Gmail, allowing us to send and receive all our emails through the app. This not only makes things more convenient, but also keeps all correspondence logged in an easy-to-reference manner. Another great feature is the ability to record calls. All calls and voicemails are automatically listed alongside notes and emails, which is incredibly useful for longer sales cycles. We can revisit what the customer said on a call even months later, which is far superior to just having notes, especially in case of any disagreements. The support from Close.io has been fantastic. They've been very responsive and timely. I am speaking in the first person.

  July 13, 2024

• Willie E

  Optimized Modern Sales Platform for Effective Outreach

  As a user, I see Close.io not just as a CRM, but more as a sales platform due to its adaptable and comprehensive API that allows for customization of any component. I believe it's an excellent tool for teams to engage with their customers. It has integrated call and email features, designed for salesperson outreach, and removes unnecessary data entry. It's ideal for sales teams using the "Predictable Revenue" sales approach. All activities like calls, emails, and lead status changes are automatically tracked, leaving me to simply write contextual notes for each activity. This automatic tracking enables sales managers to easily determine how much activity produces certain sales results, which is vital for creating a scalable sales process. It has integrated call and email features, a flexible and powerful API with excellent documentation, dynamic lead lists powered by search, native Mac and Windows apps, a responsive support team, and custom fields. However, it can be expensive for budget-conscious teams, although it's not less expensive than others.

  July 6, 2024

• Grace Martinez

  Functional, Yet Not the Top CRM Choice

  As someone who doesn't heavily depend on a CRM system, I find Close to be a suitable option for light storage and inter-departmental checks without the need for extensive user training. However, if a detailed CRM system for managing a pipeline and viewing accounts is needed, there might be better alternatives available. I appreciate the clean UX/UI, which is easy to navigate with everything on one page, eliminating the need to search around or click on technically marked buttons. However, its simplicity can sometimes lead to clutter. It's easy to create multiple entries due to the way integrations are set up, making it unclear which is the "right" profile. Also, there's minimal tracking of progression, making it quite basic in that aspect.

  June 29, 2024

Close: Pros & Cons

Why is Close better than other CRM software?