Close CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Close CRM
Brand: Close CRM
Rating: 4.54 (2555 reviews)

4.54 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2555)

Inside Sales Software CRM with Calling & Emailing

AI Powered

Close CRM Overview

Close CRM accelerates sales with integrated calling, two-way email sync, powerful search, and custom reporting. Inside Sales Software Product Tour showcases these features.

Use Cases

Customers recommend Engagement Management, Sales Call Management, Communication Management, as the business use cases that they have been most satisfied with while using Close CRM.

Other use cases:

Workflow Management
Lead Management
Generation Of New Leads
Telemarketing
Contact List Management
Lead Tracking
Training & Onboarding

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Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Close CRM.

Other priorities:

Enhance Customer Relationships
Scale Best Practices
Improve Internal Communications
Improve ROI
Increase Customer Life Time Value
Enter New Markets Internationally Or Locally
Improve Efficiency
Grow Market Share
Build Brand Awareness
Manage Risk

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Close CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Close CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Close CRM's features include Recording, Personalization, Templates, etc. and Close CRM support capabilities include Phone Support, Email Support, AI Powered, etc. also Close CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"With Close, we were able to reduce our sales cycle to less than one month, from the first client call to a closed deal." - Michael Occhipinti

Close CRM, Salesmate Sales CRM, Freshsales, Teamgate CRM, Agile CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Close CRM

Top Industries

Computer Software
Information Technology and Services
Marketing and Advertising

Popular in

Small Business
Mid Market
Enterprise

Close CRM is popular in Computer Software, Information Technology And Services, and Marketing And Advertising and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Close CRM Use Cases

How efficiently Does Close CRM manage your Engagement Management?

The system automates follow-up processes for sales and customer engagement. It helps organize and track leads and follow-up sequences. However, the system does not have features for tracking meetings or engaging social contacts.

"...Close.io is a fantastic tool that teams should use for interacting with their customers...." Peer review by Nick P., Head of Growth, Internet

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What makes Close CRM ideal for Sales Call Management?

What benefits does Close CRM offer for Communication Management?

The software simplifies communication by tracking email interactions and managing leads and pipelines. It allows users to send bulk emails and personalize messages with templates. The software may have occasional interruptions during calling and emailing.

"...The email auto-tracking is by far the the tool of close.io...." Peer review by Joshua Francia Torres

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What benefits does Close CRM offer for Workflow Management?

The software streamlines sales processes by organizing and automating tasks, providing a clear overview of actions and improving lead management. The system offers flexibility to adapt to changing sales processes. It includes advanced search capabilities, but creating complex workflows requires planning.

"...Ease of use, smart workflow and design. ...." Peer review by Verified Reviewer, Education

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How can Close CRM optimize your Lead Management Workflow?

The software helps organize potential customers, track their progress through the sales process, and communicate with them. The program offers features such as call management, reporting, and email synchronization. Contact management and lead management could be improved.

"...The Smart views and sorting filters are very useful in managing multiple leads...." Peer review by Ali S.

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54+ more Business Use Cases

18 buyers and buying teams have used Cuspera to assess how well Close CRM solved their CRM needs. Cuspera uses 2555 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Michael Occhipinti VP of Sales NATUREBOX	With Close, we were able to reduce our sales cycle to less than one month, from the first client call to a closed deal. Testimonial By Michael Occhipinti
Sarah Haselkorn Head of Sales MakeSpace	After moving our team to Close’s built-in Power Dialer, we saw a 60% increase in outbound call volume and 28% increase in outbound call duration. Testimonial By Sarah Haselkorn
Andy Flowe Head of Operations boardworks	In my past CRMs, I had to export the data into a spreadsheet to get the reports I needed. It was unnecessary manual work. Close’s reporting features are the opposite of that experience—they streamline our daily sales reporting processes, save us a TON of time and money, and help us motivate our tea...ms. Testimonial By Andy Flowe

CUSTOMERS	TESTIMONIALS
Michael Occhipinti VP of Sales NATUREBOX	With Close, we were able to reduce our sales cycle to less than one month, from the first client call to a closed deal. Testimonial By Michael Occhipinti
Sarah Haselkorn Head of Sales MakeSpace	After moving our team to Close’s built-in Power Dialer, we saw a 60% increase in outbound call volume and 28% increase in outbound call duration. Testimonial By Sarah Haselkorn
Andy Flowe Head of Operations boardworks	In my past CRMs, I had to export the data into a spreadsheet to get the reports I needed. It was unnecessary manual work. Close’s reporting features are the opposite of that experience—they streamline our daily sales reporting processes, save us a TON of time and money, and help us motivate our tea...ms. Testimonial By Andy Flowe

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
ChartMogul	NA	Case Study ChartMogul Learn How ChartMogul added 1K customers with better sales pipeline management Read More
Hygge	NA	Case Study Hygge Learn How Hygge updated their workflow to increase their bottom line Read More
Cloosiv	NA	Case Study Cloosiv Learn How Cloosiv increased their business by 1400% with Close Read More

Video

Never take notes again with Call Assistant by Close CRM

Frequently Asked Questions(FAQ)

for Close CRM

What is Close CRM?

Close CRM is the inside sales software for startups and SMBs to make more calls, send more emails, and close more deals. It helps to enhance customer relationships and increase sales and revenue.

Close gives an overview of all sales activities with organized automated reminders to know what’s going on and what should be next. It gives the team total transparency making sure to say on top of the pipeline.

Some of its features include built-in calling two-way email syncing, the best Zoom integration on the market, Predictive and Power Dialer, texting, built-in call coaching, powerful search, and many more.

What is Close CRM used for?

Close CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Engagement Management, Sales Call Management and Communication Management .