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What is Close CRM?

Close CRM is the all-in-one sales platform that puts powerful sales dashboards at your fingertips. It unifies calling, emailing, pipeline tracking, and reporting into one seamless interface built specifically for small and growing teams. With Close CRM, you can visualize key metrics such as conversion rates, call volumes, and deal velocity in real time—no more manual spreadsheet updates.

Close CRM Overview

Close CRM was founded with a simple mission: to make sales software as fast and intuitive as possible. Since its launch, it has grown to serve thousands of businesses worldwide, handling millions of calls and emails every month. Its user-centric design ensures that teams can onboard in hours, not weeks, while powerful automations eliminate repetitive admin tasks.

The platform’s rapid adoption speaks volumes. Close CRM customers report up to 50% faster workflows compared to legacy CRMs, thanks to built-in calling, emailing, and real-time sales dashboards. This streamlined approach empowers sales reps to focus on closing deals rather than wrestling with complex software.

Pros and Cons

Pros:

Fast Performance: Close CRM operates up to 50% faster than competing solutions, reducing lag and boosting productivity.

Intuitive Interface: Designed for real-world use, no coding knowledge required to set up or customize dashboards.

Built-In Calling & Email: Manage outreach without third-party tools, consolidating data in one place for more accurate sales dashboards.

Automations: Automated workflows handle follow-up reminders, pipeline updates, and task assignments so reps stay focused on selling.

Seamless Integrations: Works with major apps like Zapier, Slack, and Gong to extend functionality and enrich dashboard data.

Scalable Plans: Flexible pricing tiers accommodate solo entrepreneurs to large teams, ensuring you only pay for what you need.

Cons:

Learning Curve for Advanced Features: While basic setup is quick, mastering complex automations and custom reports may take some training.

Limited Free Plan: The trial is generous, but ongoing free-tier options are limited for long-term use.

Features of Close CRM for Sales Dashboards

Close CRM offers a suite of features designed to power effective sales dashboards. From real-time updates to granular filters, each tool helps you visualize and optimize your sales funnel.

Data Visualization

View metrics in bar graphs, pie charts, and line charts for quickinterpretation.

• Pipeline performance by stage
• Conversion rates over time
• Revenue forecasts based on active deals

Real-Time Updates

Dashboards refresh instantly as reps log calls, send emails, or move deals.

• Live call activity metrics
• Up-to-the-minute email open and reply rates
• Instant alerts on pipeline bottlenecks

Customizable Widgets

Create tailored dashboards for individual roles or teams.

• Drag-and-drop widget placement
• Configurable date ranges and filters
• Shareable dashboards via secure links

Automated Alerts

Set triggers for high-impact events and receive notifications instantly.

• Deal value thresholds
• Stalled opportunities
• Key account activities

Seamless Integrations

Connect to your favorite tools and unify data streams for richer analytics.

• Zapier for custom workflows
• Slack for real-time alerts
• Gong for call transcription insights

Close CRM Pricing

Close CRM offers flexible plans to match the needs of various team sizes and goals.

Solo Plan

Price: $9/month
Ideal for: Independent solopreneurs
Highlights:

• Unlimited contacts & leads
• Basic sales dashboards
• Built-in calling & email

Essentials

Price: $49/seat/month
Ideal for: Small teams
Highlights:

• Multiple pipelines
• Advanced lead & activity filters
• Centralized inbox & task lists

Growth (Popular)

Price: $109/seat/month
Ideal for: Teams needing automation
Highlights:

• Automated workflows
• Power Dialer
• AI Email Assistant
• Custom activities

Scale

Price: $149/seat/month
Ideal for: Scaling organizations
Highlights:

• Role-based access & permissions
• Lead visibility rules
• Predictive Dialer
• Unlimited call recording

Close CRM Is Best For

Whether you’re a small business or a large enterprise, Close CRM’s real-time sales dashboards can elevate your process.

Sales Teams

Managers gain clear visibility into rep performance, pipeline health, and revenue forecasts. Automated alerts keep the team on track to hit quota.

Small Businesses

With a limited budget and lean staff, small teams benefit from the solo and essentials plans. Onboarding takes hours, so you start closing deals quickly.

Enterprises

Scale plan features like role-based permissions and predictive dialer ensure compliance and advanced analytics for large-scale operations.

Benefits of Using Close CRM

• Improved Visibility: Centralized dashboards reveal pipeline bottlenecks and sales velocity in real time.
• Higher Productivity: Built-in calling and email reduce context switching.
• Faster Onboarding: Teams can get up and running within hours, not weeks.
• Data-Driven Decisions: Automated reports enable strategic adjustments on the fly.
• Scalability: Plans grow with your team, so you never pay for unused seats.

Customer Support

Close CRM’s support team is available via live chat and email during business hours. Response times average under two hours for urgent inquiries. The knowledgeable staff ensures that any issues with your sales dashboards or workflow setup are resolved promptly.

Additionally, priority support is available for Scale plan customers, including dedicated account managers and phone support. Whether you need help customizing reports or troubleshooting integrations, expert assistance is just a message away.

External Reviews and Ratings

Most reviewers praise Close CRM for its speed and intuitive interface, noting that the real-time sales dashboards significantly improve pipeline transparency. Many cite the Power Dialer and AI Email Assistant as game-changers for outreach efficiency.

On the flip side, a few users mention a brief learning curve when setting up advanced automations. However, Close CRM addresses this through step-by-step tutorials and responsive support, turning initial hurdles into long-term gains.

Educational Resources and Community

Close CRM maintains an active blog with case studies, best practices, and in-depth guides on optimizing sales dashboards. Weekly webinars cover topics from data-driven prospecting to advanced automation strategies. The user community forum connects you with other sales professionals to share tips and templates.

For developers and power users, the Close API documentation offers code samples and integration walkthroughs. Whether you need custom analytics or bespoke workflow triggers, the resources are comprehensive and accessible.

Conclusion

Real-time sales dashboards are essential for any revenue-driven team. Close CRM brings speed, simplicity, and automation together in one platform, empowering you to make data-backed decisions and close more deals. Ready to see it in action? Try Close Free for 14 days Today and transform how you track and manage your sales pipeline.

Try Close Free for 14 days Today and unlock the power of real-time dashboards for your sales success.