Searching for the ultimate guide to lead tracker? You just landed on the right page. If you want to streamline every stage of your sales process, Close CRM is the answer. Explore Close CRM and see how it can transform your outreach.

Keeping track of leads manually feels like spinning plates—one wrong move and prospects slip through the cracks. I’ve been there. That’s why I’m excited to share how Close CRM has empowered growing teams around the globe with a powerful lead tracker built for speed, simplicity, and real results. Ready to revolutionize your sales engine? Try Close Free for 14 days Today.

What is Close CRM? – Your lead tracker solution

Close CRM is an all-in-one customer relationship management platform designed to act as your ultimate lead tracker. It helps you capture, nurture, and convert leads without juggling multiple tools. Whether you’re making calls, sending emails, or scheduling follow-ups, everything happens in one unified dashboard.

Close CRM Overview

Founded to solve the complexity of traditional CRMs, Close CRM has grown into a favorite among startups, agencies, and small businesses. The team’s mission is simple: remove needless friction from sales so you can focus on relationships. Over the years, Close CRM has added native calling, built-in SMS, and AI-powered automations—all while keeping the user interface refreshingly straightforward.

With thousands of active customers and recognition in industry awards like the SaaS 1000, Close CRM proves that you don’t need a computer science degree to leverage enterprise-grade features. And because setup takes hours, not months, your new lead tracker is live before you know it.

Pros and Cons of Your lead tracker in Close CRM

Pros:

• Speed: Up to 50% faster than competing CRMs, so you spend more time selling.
• All-In-One: Phone, email, SMS, and pipelines in one place.
• Ease of Use: Intuitive interface that anyone on your team can master quickly.
• Automated Workflows: Eliminate manual admin with customizable triggers.
• Scalable: From solo users to large teams, plans adapt as you grow.
• Integrations: Seamlessly connect the tools you already use.

Cons:

• Lacks a free forever plan—only a trial period is offered.
• Pricing can be steep if you need enterprise-grade features on Scale.

Close CRM Features for lead tracker management

Close CRM packs features that address every aspect of lead tracker workflows:

Built-In Calling and SMS

Communicate with prospects directly from the platform.

• Power Dialer for lightning-fast outbound calls.
• Predictive Dialer in Scale for next-level efficiency.
• Unlimited call recording and transcripts.

Email Automation

Automate follow-ups, sequence steps, and track opens/clicks with precision.

• AI Email Assistant crafts personalized outreach.
• Built-in inbox keeps all communication centralized.
• Custom activity types for detailed tracking.

Pipeline Management

Visualize every deal’s progress with customizable pipelines.

• Multiple pipelines for different products or regions.
• Drag-and-drop interface for quick status changes.
• Advanced filters to spotlight high-value opportunities.

Automated Workflows

Minimize manual tasks and ensure no lead is forgotten.

• Set triggers for follow-up reminders.
• Auto-assign leads based on territory or deal size.
• Custom reminders via email, SMS, or in-app alerts.

Close CRM Pricing and lead tracker packages

Close CRM offers tiered plans to suit your lead tracker requirements:

Solo Plan

Price: $9/month

Ideal for freelancers or solo entrepreneurs needing basic CRM functions.

• Unlimited contacts & leads
• One user seat
• Email integration

Essentials

Price: $49/seat/month

Ideal for small teams wanting core sales tools.

• All Solo features plus
• Multiple pipelines
• Built-in calling & SMS
• Advanced lead & activity filters

Growth

Price: $109/seat/month

The most popular plan for teams needing automation.

• Essentials features plus
• Automated workflows
• Power Dialer
• AI Email Assistant

Scale

Price: $149/seat/month

Best for scaling organizations requiring granular control.

• Growth features plus
• Role-based access & permissions
• Lead visibility rules
• Predictive Dialer

Close CRM Is Best For lead tracker needs

Close CRM adapts to varied audiences and use cases:

Solopreneurs

Need a simple yet powerful lead tracker? Solo plan offers essential CRM features without breaking the bank.

Small Sales Teams

Essentials and Growth plans scale as your headcount grows, with automation that frees reps to sell.

Agencies

Manage multiple clients and pipelines in one account, ensuring consistent follow-up and reporting.

Scaling Organizations

Advanced permissions, lead visibility rules, and predictive dialing support complex workflows.

Benefits of Using Close CRM as Your lead tracker

• Increased Productivity: Automated workflows replace tedious tasks so you can focus on selling.
• Higher Conversion Rates: Faster outreach and consistent follow-ups mean more deals closed.
• Centralized Data: All customer interactions live in one dashboard for total visibility.
• Scalability: Plans grow with you, adding features as needs evolve.
• Actionable Insights: Advanced filters and reporting highlight top-performing activities.

Customer Support

Close CRM offers 24/7 email support and live chat during business hours. Their knowledgeable team responds quickly—most queries resolved within one hour.

Whether you need help with setup, custom automations, or integrations, Close CRM’s support portal features in-depth documentation, video tutorials, and direct access to product specialists.

External Reviews and Ratings

Users often praise Close CRM’s intuitive interface and powerful calling features. Many highlight how the platform’s automation saved hours of admin work each week. On G2 and Capterra, Close CRM consistently scores above 4.5/5 for ease of use and customer support.

Some note the lack of a free forever tier as a drawback, and a few ask for more native analytics. Close CRM addresses these by offering a 14-day trial and regularly rolling out new reporting features based on user feedback.

Educational Resources and Community

Close CRM maintains an active blog covering sales strategies, product updates, and best practices. Monthly webinars and on-demand tutorials guide users through advanced workflows. For peer support, the Close Community forum and Slack group connect thousands of users sharing tips and scripts.

Additionally, an extensive knowledge base, templates library, and certification courses equip teams to master every aspect of the platform—turning them into lead-tracking experts.

Conclusion

From capturing new prospects to nurturing complex deals, Close CRM combines speed, simplicity, and automation into one powerful lead tracker. By centralizing your calling, emailing, and pipeline management, it eliminates tool overload and ensures your team focuses on what matters most—building relationships. Ready to see the difference? Sign up for your free trial and experience Close CRM firsthand.

Don’t let manual processes hold back your growth—Try Close Free for 14 days Today.