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What Is Close CRM?

Close CRM is a streamlined, user-friendly customer relationship management platform built specifically for the way small businesses actually sell: fast, automated, and relationship-focused. Whether you’re bootstrapping a startup or scaling an established sales operation, Close CRM brings together calling, emails, SMS, and pipeline management in a single interface. No coding degrees required—just hours to get up and running, not weeks.

At its core, Close CRM empowers sales teams to contact more prospects, track every interaction, and close deals faster. By combining speed, simplicity, and seamless integrations, Close CRM ensures leads don’t slip through the cracks and your team stays laser-focused on selling—not administrative busywork.

Features

Close CRM comes loaded with an array of features built to accelerate your sales cycle. From lightning-fast performance to advanced automation, here’s a deep dive into what makes it stand out:

Speed & Performance

Close CRM is engineered for speed:

• Up to 50% faster than legacy CRMs, letting reps navigate between contacts, emails, and calls without lag.
• Instant search and filter capabilities—locate any lead or activity in milliseconds.
• Optimized mobile and desktop experiences for uninterrupted workflow on the go.

Quick Setup & Ease of Use

No complex implementation or months-long onboarding:

• Set up a basic pipeline in hours with intuitive drag-and-drop tools.
• Pre-built templates for emails, sequences, and call scripts.
• Comprehensive in-app guidance—get up to speed without external consultants.

Unified Communication Hub

All your channels in one pane:

• Built-in calling with local presence dialing—eliminate third-party phone bills.
• Integrated email composer that auto-tracks opens, clicks, and replies.
• SMS support for instant outreach and reminders.

Automated Workflows

Spend less time on admin, more time closing:

• Trigger follow-up tasks, emails, or reminders based on lead behavior.
• Auto-assign leads and standardize sales processes.
• Custom activity types to match your unique sales motions.

Power Dialer & Predictive Dialer

Punch through prospects with minimal downtime:

• Power Dialer for Growth Plan users—click-to-call through lists at lightning speed.
• Predictive Dialer in Scale Plans—automatically dials the next number when reps are available.
• Seamless call logging and recording to review quality and compliance.

AI Email Assistant

Leverage AI to craft compelling emails faster:

• Generate subject lines and message bodies tailored to your industry.
• Suggestion engine to optimize tone, length, and personalization.
• Integration with sequences ensures AI-generated emails scale effortlessly.

Role-Based Access & Permissions

Keep sensitive data secure as your team grows:

• Custom roles to restrict or grant access to pipelines, reports, and billing.
• Visibility rules—define which teams or users see specific leads or contacts.
• Audit logs for compliance tracking and accountability.

Pricing

Close CRM offers flexible monthly billing with a free trial on every plan. Here’s a clear breakdown so you can choose the right fit for your team:

• Solo Plan – $9/user/month
  Ideal for independent sales reps or freelancers needing core CRM functions:
  • Unlimited contacts & leads
  • Built-in email, calling & SMS
  • Multiple pipelines & advanced filters
• Essentials Plan – $49/seat/month
  Perfect for small teams starting to scale:
  • All Solo features
  • Centralized inbox & task lists
  • Basic automations
• Growth Plan – $109/seat/month (Most Popular)
  Best for teams hungry for automation and high volume outreach:
  • All Essentials features
  • Automated workflows & sequences
  • Power Dialer & AI Email Assistant
  • Custom activities
• Scale Plan – $149/seat/month
  Designed for scaling organizations with complex processes:
  • All Growth features
  • Role-based access & lead visibility rules
  • Predictive Dialer & unlimited call recording

Remember—every plan is available for a free trial, so you can try before you buy. If you’re ready to save big, grab your 35% OFF annual discount and lock in major savings today.

Benefits to the User (Value for Money)

Close CRM doesn’t just unify your sales tools—it delivers tangible ROI. Here’s why it stands out in value:

• Cost Consolidation
  Stop paying for disparate call, email, and pipeline tools. Everything lives in Close CRM, reducing overhead and integrations.
• Faster Sales Cycles
  Automated workflows and powerful dialers eliminate manual tasks, accelerating lead follow-up and deal closure.
• Higher Contact Rates
  Local presence dialing and predictive dialers increase answer rates, putting reps in touch with more prospects daily.
• Scalability
  From solo reps to enterprise sales floors, Close CRM scales without drastic price jumps or extra modules.
• Ease of Use
  No steep learning curve—your team spends hours on Close, not weeks in training, maximizing productivity from day one.
• Transparent Pricing
  Clear seat-based billing and optional annual plans with 35% OFF ensures you know costs upfront and save by committing.

Customer Support

I’ve found Close CRM’s support team to be responsive and knowledgeable. Whether you send an email ticket or jump into the live chat, you’ll usually get a detailed reply within minutes. Their support reps not only troubleshoot issues but also suggest best practices to optimize your workflows.

For more complex questions, phone support and personalized onboarding calls are available on higher tiers. They maintain a thorough help center, complete with articles and videos, so you can self-serve answers at any hour. Plus, their community forum often features insights from power users who share tips you won’t find in a manual.

External Reviews and Ratings

Close CRM consistently earns high marks on platforms like G2 and Capterra. Here’s a snapshot:

• G2: 4.5/5 stars—Users praise the intuitive interface and rapid ROI. Many highlight the Power Dialer as a game-changer.
• Capterra: 4.6/5 stars—Reviewers often mention the ease of setup and the time saved through automations.
• TrustRadius: 8.8/10—Rated highly for customer support and overall value.

Some users have reported occasional minor bugs—primarily around new feature rollouts—and asked for deeper analytics dashboards. The good news? The Close team is proactive about updates, frequently releasing bug fixes and enhancements based on user feedback.

Educational Resources and Community

Close CRM backs its product with robust learning materials:

• Official Blog: Regular posts on sales strategies, CRM best practices, and product updates.
• Video Tutorials: Step-by-step guides covering features from setup to advanced automation.
• Help Center: In-depth documentation and troubleshooting articles accessible 24/7.
• Webinars & Workshops: Live sessions hosted by CRM experts and guest sales leaders.
• User Community: A vibrant Slack group and forum where you can swap tips with other Close CRM power users.

Conclusion

From blazing-fast performance to all-in-one communications and powerful automations, Close CRM delivers the tools your sales team needs to outperform the competition. I’ve walked you through its features, pricing tiers, support channels, and the best part—snagging up to 35% OFF on annual plans is possible only through this exclusive link.

If you’re ready to streamline your sales process, boost contact rates, and close deals faster—all while saving substantially—don’t wait. Get up to 35% OFF on Close CRM annual plans Today by clicking the link below and Try Close Free for 14 days Today.