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 does Close CRM facilitate 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.

"...And because we're already in it while interacting with customers, adding notes is natural...." Peer review by Verified Reviewer, Insurance

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Why is Close CRM the best choice for Sales Call Management?

What Are the key features of Close CRM 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.

"...I can create email templates and send out messages to groups of people using my domain name email...." Peer review by Anna K., Education

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How efficiently Does Close CRM manage your 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.

"...The software empowers businesses to handle their sales workflow and gives sales squads a visual representation of sales processes...." Peer review from Featured Customers

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How does Close CRM address your Lead Management Challenges?

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 automatic tracking of activity leads sales managers to easily determine how much activity yields certain sales results...." Peer review by Nick P., Head of Growth, Internet

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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
Evan Byerly Account Executive Zoom	I just finished your book, Product Demos That Sell. I work in Sales as an SMB rep for Zoom, and this book is a great reference for my career. This will definitely stay by my nightstand as a once a month refresher. Testimonial By Evan Byerly
Jackson E. Account Executive Badger Mapping	So much friendlier and more streamlined than many CRMs. It has a lot of flexibility for power users, but not at the cost of regular users' ability to just get work done. The new reporting is also great, way more customizable and more visually clear and informative at the same time. Keep up the grea...t work! Testimonial By Jackson E.

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
Evan Byerly Account Executive Zoom	I just finished your book, Product Demos That Sell. I work in Sales as an SMB rep for Zoom, and this book is a great reference for my career. This will definitely stay by my nightstand as a once a month refresher. Testimonial By Evan Byerly
Jackson E. Account Executive Badger Mapping	So much friendlier and more streamlined than many CRMs. It has a lot of flexibility for power users, but not at the cost of regular users' ability to just get work done. The new reporting is also great, way more customizable and more visually clear and informative at the same time. Keep up the grea...t work! Testimonial By Jackson E.

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Cloosiv	NA	Case Study Cloosiv Learn How Cloosiv increased their business by 1400% with Close Read More
Hygge	NA	Case Study Hygge Learn How Hygge updated their workflow to increase their bottom line Read More
Customer.io	NA	Case Study Customer.io Learn How Customer.io uses automated handoffs to enable smarter sales 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 .