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Close CRM

Manage your sales pipeline, contact customers through various channels and get detailed reports to grow your business with Close CRM.

Free: No

Trial: Yes

Min: $25/Month

Max: $129/Month

Close CRM Review: Top Features, Pricing, Pros & Cons

What is Close CRM?

Close CRM is a comprehensive solution for all business types to manage and grow from a single dashboard. It offers you all the important features to help you convert leads into paying customers.

The intuitive user dashboard makes it simple for the user to manage processes with ease. The platform gives you an omnichannel option to get in touch with your customers through multiple channels.

You can invite your remote team on board and make Close CRM your virtual office to manage and discuss all your daily tasks.

Let’s have a look at the platform in detail.

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Pros of Close CRM

  • Diverts call when a sales representative is unavailable
  • Automatic emails to the prospective customers
  • Integration is easy to use
  • Nested smart views 
  • Built-in drip campaigns

Cons of Close CRM

  • Filtering data is hard because too many filter options
  • It does not support a mobile app
  • Insufficient space for smart views
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Ease of Use
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We love to hear from you. If you have used this product already, please share your thoughts with our audience.

Top Features of Close CRM

01.
  Lead management
02.
  Pipeline management
03.
  Omnichannel approach
04.
  Detailed analytics
05.
  Smart Views
06.
  Task management
07.
  Built in SMS
08.
  Advanced filtering
09.
  Remote team collaboration
10.
  Third-party integrations
Steli Efti CEO Close CRM

Close CRM: Company Profile

Steli Efti: CEO Close CRM

Close CRM is managed by a completely remote team. Close was open to businesses in 2013 and has grown to be one of the leading CRM solutions to help businesses manage leads and grow sales.

CEO Name: ​

Est. Year:

2012

Employees:

11-50

HQ Location:

California, US

Funding:

NA

Detailed Review of Close CRM

Close CRM is an all-in-one CRM software to grow the sales teams by helping turn leads into revenue. Close CRM is specifically designed by keeping in mind the requirements of the remote sales team. 

Close CRM Review

Onboard the team within minutes

Close CRM helps in onboarding the team within minutes by analyzing the workflow and KPIs with real-time actionable data.

You can use Close CRM to grow your revenue faster by focusing on what works for you and eliminating other distractions. 

Fills your pipeline

You can further use Close CRM for reaching out to more people by setting the priority right by prioritizing the highest quality leads. 

You can use the platform for automating your workflow with predictive and power dialer, easy-to-use sequences, SMS, and videos. By eliminating the admin task, you can focus on selling more in less time. 

The activity overview of Close CRM provides insights about the number of leads created, outbound calls, inbound calls, send emails, receive emails, and opportunities. 

In the premium plans, you will have the choice to create different pipelines for different teams within your organization, sales processes, and other data points.

Close CRM Pipeline Management

Optimizes tech stacks 

Close CRM is helpful for sales operations as it optimizes the tech stack and further reduces costs. The all-in-one tech of Close CRM supports smart views, call coaching, emailing, SMS and reporting. 

Close CRM also supports integrations with other software to present you with the best-in-class API.

The CRM supports integrations of the following categories: customer service, analysis and reporting, communication, data and backup, data and workflow automation, goal and commission tracking, organizational tools, marketing and prospecting. 

Close CRM Integrations

Increases call velocity and volume

The calling software of Close CRM is designed for outbound sales. With the power of the calling software, you can easily make more than 300 calls in a day. Also, you can call multiple numbers at once to increase the reach rate.

The software immediately directs it to an available sales representative when someone answers the call. Also, with Close CRM, you can get a local phone number to make outbound calls across the globe. 

Close CRM outbound sales

Actionable insights

Close CRM uses metrics to create reports on data that can make a difference in your business. The actionable insights of Close CRM help make accurate forecasts of sales. 

The KPIs give a holistic view that can track the leading indicators and spot potential roadblocks. The built-in feature report of Close provides context to the data and eliminates the requirement of any third-party dashboard. 

You can assess the growth of your business in real-time by comparing activity reports and analyzing the sales metrics within a minute. 

Close CRM Reporting

High-impact smart views

You can use the smart views of Close CRM to prioritize lead data and then further, automate the email and calling workflows. Close CRM updates the lead list based on the recent data with the smart views you create on the platform. 

Also, the filters of Close are useful in segmenting the database in a visual editor. This is especially helpful when you want to keep the sales process error-free and build a solid foundation. 

Unified view of the sales pipeline

Close CRM presents you with a unified picture of the sales pipeline with the drag and drop workflow that supports customization and provides actionable revenue insights. 

When using the Pro or Business plan of Close CRM, you can also create multiple pipelines created explicitly for different sales processes, teams, and products.

The smart view filtering of Close CRM also filters the pipeline view automatically to keep you always up to date with the latest information. 

Close CRM Pricing

Close CRM offers four pricing plans to choose from and you will get a 14-day free trial in any of the plans. You will also get a discount if you select yearly billing.

Here are the plan details.

StarterBasicProfessionalBusiness
Close CRM LogoClose CRM LogoClose CRM LogoClose CRM Logo
Price Yearly Billing$25/Month$59/Month$89/Month$129/Month
Number of Users330100Unlimited
Smart ViewsYesYesYesYes
Store Leads2,500UnlimitedUnlimitedUnlimited
Store Contacts4,000UnlimitedUnlimitedUnlimited
Multichannel inboxYesYesYesYes
Pipelines11310
Contact Custom Fields5250250250
Task managementYesYesYesYes
Advanced Lead FilteringYesYesYesYes
Close CRM Pricing

Close CRM Review Competitor Price Comparison

Find the most cost-effective solution for your business. Check the price comparison of all the software that we listed in this category. 

Product Name

Logo

Free Plan

Min Price

Max Price

Score

monday.com

mondaycom-logo

Yes

$8 Seat/Month

$16 Seat/Month

93%

EngageBay

EngageBay Logo

Yes

$11.99/user

$63.99/user

93.5%

HubSpot

HubSpot Logo NitDit

Yes

$45/mo

$3,200/mo

92.25%

Maple CRM

Maple CRM Logo

No

INR 600/Month

INR 7K/Month

90.25%

Sendinblue

SendinBlue logo

Yes

$25 /month

$65 /month

92.5%

Zoho CRM

zoho-crm-logo

Yes

$14/Month

$40/Month

92.75%

Phonexa

Phonexa Logo

No Free Trial

$100/Month

Custom

92.5%

MailChimp

MailChimp Logo

Yes

$9.99/Month

$299/Month

92.5%

Constant Contact

Constant Contact Logo

No

$9.99/Month

$45/Month

91.5%

Salesforce

salesforce Logo

Yes

$25 user/month

$300 user/month

92.25%

Close CRM FAQs

Q1. What is Close? Close is a popular CRM that you can use to manage your leads and convert them to paid customers. The platform offers you all the important tools and features to help you grow your revenue.
Q2. Is Close CRM Free? No, Close CRM is not free software. However, you get a 14-day free trial in any of the paid plans.
Q3. Is Close CRM a Good Option? Yes, Close CRM is a very good option to manage your leads, grow relationships with potential customers and automate a number of important processes.
Q4. Does Close Offer Team Collaboration Option? Yes, you can invite your team to the Close CRM platform and manage your business together with a remote team.

What Kind of Support Close CRM Offers?

Close CRM offers comprehensive support through calls and other channels. They have a dedicated help section where you can find answers to your questions. You can also get connected with the support team.
Email Support
Tutorial Videos & Documentation
Forum & Ticket
Phone

Platforms Supported

Close CRM: Alternatives

mondaycom-logo

93%

NitDit Score

monday.com

Free Version

Yes

Min Price

$8 Seat/Month

Max Price

$16 Seat/Month

The best part about monday.com is that once you get along with all the features and tools integrated, you get to explore tons of different views for your project board. The basic and integrated view is called a Table view,...
EngageBay Logo

93.5%

NitDit Score

EngageBay

Free Version

Yes

Min Price

$11.99/user

Max Price

$63.99/user

With the help of EngageBay, you can easily automate various aspects of your business and set it on autopilot. From email marketing to sales, CRM has got you covered with many robust features. The best part, the interface of EngageBay...
HubSpot Logo NitDit

92.25%

NitDit Score

HubSpot CRM

Free Version

Yes

Min Price

$45/mo

Max Price

$3,200/mo

HubSpot offers a full stack of software for: Marketing Sales Customer service A free CRM lies at its core. Even though this software is powerful enough, it gets the best when these are used together.  In recent years, the way...

Review Transparency

At NitDit, we try to be as detailed as possible while reviewing any software. Our objective is to help our readers make an informed decision while purchasing software. Here’s how we review a software.

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Close CRM Reviews

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  • Ease of Use
  • Features
  • Value for Money
Steli Efti CEO Close CRM

Co Name: ​

Elastic Inc

Est. Year:

2012

Employees:

11-50

Headquarter:

California, US

Funding:

NA

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