Searching for the ultimate guide to sales dashboards? You just landed on the right page. In this comprehensive article, I’ll walk you through everything you need to know about building, customizing, and leveraging sales dashboards with Close CRM to accelerate your sales performance and close deals faster.

I know how overwhelming it can be to sift through endless offerings and find a platform that prioritizes speed, usability, and meaningful insights. That’s why I’m sharing my firsthand experience with Close CRM—a solution that’s been around for years, used by thousands of growing teams worldwide, and recognized for its intuitive dashboards and powerful automation. And the best part? You can get started immediately with a risk-free trial and witness measurable improvements in your pipeline activity.

What is Close CRM?

Close CRM is an all-in-one customer relationship management platform designed for small and mid-sized sales teams that need lightning-fast workflows and real-time insights. At its core, Close CRM combines calling, emailing, SMS, and pipeline management into a single interface—meaning you never have to toggle between half a dozen different apps to track your progress.

With a laser focus on usability, Close CRM delivers sales dashboards that provide clear KPIs, activity summaries, and deal stage breakdowns. These dashboards help you answer questions like “Which outreach campaigns are converting best?” and “How many calls are my reps making today?” in seconds, so you can pivot strategies on the fly.

Close CRM Overview

Founded with the mission of eliminating the friction sales teams face daily, Close CRM emerged from a small startup’s frustration with clunky legacy CRM systems. The founders believed software should adapt to how humans sell rather than forcing reps into rigid processes.

Since its launch, Close CRM has grown significantly—expanding its customer base to over 5,000 companies, adding powerful features like AI-driven email suggestions and predictive dialing, and earning accolades in industry awards for fastest onboarding and user satisfaction.

Today, Close CRM continues to iterate on its platform with frequent updates, community-driven feature releases, and a thriving ecosystem of integrations, all aimed at helping you spend less time on admin tasks and more time closing deals.

Pros and Cons

Pros:

• Fast setup and onboarding: Get your team up and running in hours, not weeks.
• Intuitive interface: Modern design that requires no coding or technical expertise.
• Centralized communication: Make calls, send emails, and SMS from one place.
• Powerful automations: Automate follow-ups, reminders, and lead scoring.
• Advanced sales dashboards: Visualize pipelines, team activity, and revenue forecasts in real time.
• Scalable pricing plans: From solo founders to scaling enterprises.

Cons:

• Limited custom report builder compared to enterprise CRMs.
• Some advanced analytics require the higher-tier Scale plan.

Features

Close CRM packs a robust feature set tailored to streamline your sales process. Here’s a closer look at the components that power best-in-class sales dashboards and workflow automation.

Sales Dashboards

Close CRM’s dashboards give you instant visibility into every stage of your sales funnel:

• Real-time pipeline snapshots with deal values and expected close dates
• Activity feeds showing calls made, emails sent, and SMS interactions
• Customizable widgets for revenue forecasts, rep leaderboards, and conversion rates
• Drill-down filters by rep, region, product line, or lead source

Automated Workflows

Save hours each week by automating repetitive tasks:

• Auto-assign new leads based on territory or campaign
• Set reminders for follow-ups triggered by inactivity
• Send personalized email sequences when a lead enters a specific pipeline stage

Power Dialer

Close CRM’s built-in dialer accelerates your call volume:

• One-click calling directly from your browser
• Local presence dialing to boost pick-up rates
• Voicemail drop with pre-recorded messages

AI Email Assistant

Write better outreach faster:

• Generate email copy suggestions based on tone and goal
• Optimize subject lines for open-rate performance
• Auto-summarize long email threads for quick context

Custom Activities

Track non-standard actions important to your business:

• Log product demos, in-person meetings, or contract negotiations
• Create custom fields and reporting filters
• Surface activity metrics unique to your process

Role-Based Access & Permissions

Maintain data security and clarity as you scale:

• Define who can view or edit pipelines, contacts, and reports
• Set visibility rules for sensitive accounts or territories

Predictive Dialer

Maximize talk time and minimize downtime:

• Automatically queue up the next live call
• Adjust dialing speed based on rep availability
• Integrate call recordings into your dashboards for performance coaching

Close CRM Pricing

Whether you’re a solo founder or managing a large sales organization, there’s a plan that fits your needs. Every tier includes a 14-day free trial, so you can experience the platform risk-free. For full details and to sign up, visit Close CRM.

Solo Plan

• Price: $9/seat/month
• Ideal for: Individual founders and very small teams
• Highlights:
  • Unlimited contacts & leads
  • Basic pipeline management
  • Built-in calling and email

Essentials

• Price: $49/seat/month
• Ideal for: Small teams needing core CRM features
• Highlights:
  • Multiple pipelines
  • Advanced filters & reporting
  • Centralized inbox & task lists

Growth (Popular)

• Price: $109/seat/month
• Ideal for: Teams requiring automation
• Highlights:
  • Automated workflows
  • Power Dialer
  • AI Email Assistant

Scale

• Price: $149/seat/month
• Ideal for: Scaling organizations
• Highlights:
  • Role-based access & permissions
  • Predictive Dialer
  • Unlimited call recording

Close CRM Is Best For

Close CRM’s flexible design and feature set make it ideal for a variety of audiences.

Startup Founders

If you’re building your sales operation from scratch, Close CRM scales with you—starting affordably and expanding in capability as your team grows.

SMB Sales Teams

Mid-sized teams will love the automated workflows and sales dashboards that surface daily goals, rep performance, and pipeline health at a glance.

High-Velocity Inside Sales

Inside sales reps who rely on call and email volume can supercharge their outreach with the Power Dialer and AI Email Assistant, while managers gain visibility into key metrics.

Scaling Enterprises

Enterprises benefit from the Scale plan’s permission controls, lead visibility rules, and advanced dialing technology, ensuring compliance and efficiency as headcount increases.

Benefits of Using Close CRM

Implementing Close CRM delivers tangible advantages across your sales cycle:

• Increased contact rates: Local presence dialing and predictive dialing drive more answered calls.
• Faster deal cycles: Automated follow-ups and clear next-step reminders keep leads moving.
• Improved forecasting: Live pipeline metrics and deal-stage values provide accurate revenue projections.
• Enhanced team accountability: Activity leaderboards and goal tracking motivate reps.
• Reduced tool sprawl: Phone, email, SMS, and CRM in one spot eliminates integrations headaches.
• Data-driven decisions: Custom filters and dashboards help you spot trends and win more often.

Customer Support

Close CRM’s support team is renowned for its responsiveness. Whether you run into a setup question or need advice on dashboard customization, you’ll find experts available by live chat, email, or in-app messaging. Typical response times are under an hour during business hours.

In addition to direct support, Close CRM maintains an extensive knowledge base with tutorials, video walkthroughs, and best-practice guides. You can browse articles on advanced reporting, dialing strategies, and workflow configurations anytime.

External Reviews and Ratings

Across major review platforms, Close CRM consistently scores above 4.5 out of 5 stars. Users praise its ease of use, speed, and the clarity of its sales dashboards. Common positive comments include:

• “Setup took less than a day and we saw pipeline visibility immediately.”
• “The Power Dialer doubled our call volume without additional hires.”
• “Our revenue forecast accuracy improved thanks to the live dashboards.”

Some critiques note that highly customized enterprise reporting can require workarounds or API usage. The Close CRM team addresses this by rolling out new widgets and expanding their report builder roadmap every quarter.

Educational Resources and Community

Close CRM fosters a vibrant learning environment through:

• Official blog posts on sales tactics, dashboard best practices, and product updates
• Webinars led by sales experts and product engineers
• A community forum where users share custom dashboard templates and automation recipes
• On-demand video tutorials covering everything from pipeline setup to AI email workflows

Whether you’re a beginner or a power user, you’ll find step-by-step guides and peer insights to help you get the most out of your sales dashboards and overall CRM experience.

Conclusion

Putting it all together, sales dashboards are the backbone of any data-driven sales strategy, and Close CRM delivers best-in-class visibility, automation, and ease of use. From startups to enterprise teams, you’ll close deals faster by unifying your calls, emails, pipelines, and analytics in one place. Ready to transform your sales process? Midway through your trial, you’ll see why thousands of teams trust Close CRM for accurate forecasting and streamlined workflows.

Try Close Free for 14 days Today