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
See all use cases See less use cases

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
See all business priorities See less business priorities

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

"Since we've started using Close, we've QUADRUPLED our average revenue per user." - Sara Archer

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 does Close CRM facilitate Engagement Management?

What benefits does Close CRM offer for Sales Call Management?

What solutions does Close CRM provide for Communication Management?

What benefits does Close CRM offer for Workflow Management?

What benefits does Close CRM offer for Lead Management?

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
Close CRM testimonial

Sara Archer

Director of Sales & Marketing

ChartMogul

Since we've started using Close, we've QUADRUPLED our average revenue per user. Testimonial By Sara Archer
Close CRM testimonial

Sandor Kiss

Wealth Management Advisor

iWealth

Close has been gold for keeping on top of clients. I don't want my competitors to know about it! Sandor Kiss Wealth Management Advisor at iWealth Testimonial By Sandor Kiss
Close CRM testimonial

Nik L.

Director of Accounts

MentorHQ

I love Close!! It works like a human brain. It does all the things that I need. Close is complex where it needs to be, simple where it matters. It's easy to learn and easy to use. Effective in follow up, notes, emails, calls. I just love it. Testimonial By Nik L.
CUSTOMERS TESTIMONIALS
Close CRM testimonial

Sara Archer

Director of Sales & Marketing

ChartMogul

Since we've started using Close, we've QUADRUPLED our average revenue per user. Testimonial By Sara Archer
Close CRM testimonial

Sandor Kiss

Wealth Management Advisor

iWealth

Close has been gold for keeping on top of clients. I don't want my competitors to know about it! Sandor Kiss Wealth Management Advisor at iWealth Testimonial By Sandor Kiss
Close CRM testimonial

Nik L.

Director of Accounts

MentorHQ

I love Close!! It works like a human brain. It does all the things that I need. Close is complex where it needs to be, simple where it matters. It's easy to learn and easy to use. Effective in follow up, notes, emails, calls. I just love it. Testimonial By Nik L.

Case Studies

COMPANY INDUSTRY CASE STUDIES
Close CRM case study
NA
Case Study Commonwealth Joe

Learn How Commonwealth Joe achieved a 9 day sales cycle

Read More
Close CRM case study
NA
Case Study Cloosiv

Learn How Cloosiv increased their business by 1400% with Close

Read More
Close CRM case study
NA
Case Study Commonwealth Joe

Learn How Commonwealth Joe achieved a 9 day sales cycle

Read More

Video

Never take notes again with Call Assistant by Close CRM

Video Thumbnail

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 .

What are the top features of Close CRM?

Recording, Personalization and Templates are some of the top features of Close CRM.

Who uses Close CRM?

Close CRM is used by Computer Software, Information Technology And Services and Marketing And Advertising among other industries.

What are Close CRM alternatives?

Salesmate Sales CRM, Freshsales, Teamgate CRM and Agile CRM are popular alternatives for Close CRM.

Where is Close CRM located?

Close CRM is headquartered at Palo Alto, CA.
lightning

Peers used Close CRM for engagement management and sales call management

Close CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.46/5 ★

Read Reviews (21)
Analytics

4.29/5 ★

Read Reviews (81)
Custom Reports

4.15/5 ★

Read Reviews (312)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.46/5 ★

Read Reviews (21)
Analytics

4.29/5 ★

Read Reviews (81)
Custom Reports

4.15/5 ★

Read Reviews (312)

Software Failure Risk Guidance

?

for Close CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Close CRM

Close Profile

Company Name

Close

Company Website

https://www.close.com/

Year Founded

2013

HQ Location

Palo Alto, CA

Employees

11-50

Social

Financials

SEED