Searching for the ultimate guide to lead tracker strategies that will skyrocket your sales? You’ve come to the right place. In this comprehensive post, I’ll walk you through everything you need to know about mastering a lead tracker and share how Close CRM can elevate your process. Ready to get started? Try Close Free for 14 days Today and see results fast.

Every sales team struggles with scattered information, missed follow-ups, and a lack of clear visibility into where each prospect stands. I’ve been there too, juggling spreadsheets and risking deals slipping through the cracks. That’s where a purpose-built lead tracker like Close CRM comes in. With over a decade of helping small businesses grow, Close CRM has empowered thousands of teams to stay organized, automate the grunt work, and close more deals without extra overhead.

What is Close CRM?

Close CRM is an all-in-one platform designed to serve as your ultimate lead tracker. It centralizes contacts, calls, emails, and pipeline management so you can see exactly where every prospect is in your sales cycle. Unlike generic CRMs, Close CRM is built from the ground up for speed and usability—no steep learning curves or hidden fees.

By combining powerful automation, built-in calling, email sequencing, and robust reporting, Close CRM ensures that nothing falls through the cracks. The result? Faster team adoption, more consistent outreach, and a clear snapshot of your pipeline health at all times.

Close CRM Overview

I started using Close CRM when I realized that traditional CRMs were slowing me down with unnecessary complexity. Founded with the mission to simplify sales, Close CRM has grown from a lean startup into a trusted solution for over 10,000 teams worldwide.

Along the way, Close CRM has hit major milestones: introducing automated workflows that eliminate manual follow-up tasks, rolling out an AI email assistant to craft personalized messages in seconds, and launching advanced dialing tools that let you make more calls in less time. All these innovations keep Close CRM at the forefront of lead tracking technology.

With a commitment to constant improvement, Close CRM regularly updates its platform based on user feedback—so you know you’re getting a lead tracker that evolves with your needs.

Pros and Cons

Pro: Lightning-Fast Performance – Close CRM is up to 50% faster than competing solutions, letting you navigate your pipeline without lag.

Pro: Built-In Calling and SMS – Make and record calls or send SMS messages directly within the lead tracker, eliminating the need for extra tools.

Pro: Automated Workflows – Set up custom sequences to trigger follow-up emails, tasks, or reminders so you never forget a prospect.

Pro: Intuitive Interface – No computer science degree required. Your team will be up and running in hours, not weeks.

Pro: Centralized Inbox – Manage all emails, calls, and SMS in one place to keep communication organized and accessible.

Pro: Advanced Filters – Slice and dice your lead data with powerful filters to build targeted call lists or email campaigns.

Pro: Seamless Integrations – Connect with your favorite tools like Zapier, Slack, and more for a frictionless workflow.

Con: No Free Tier – While you get a 14-day trial, there’s no forever-free plan, so teams on a tight budget may need to plan accordingly.

Con: Learning Curve for Advanced Features – Some of the more powerful automations may require initial setup time to master.

Features

Close CRM’s feature set is designed to give you everything you need to track, engage, and convert leads without toggling between multiple systems.

Centralized Lead Management

Keep all your contacts, companies, and conversations in one place.

• Unlimited contacts & leads
• Multiple pipelines for different products or regions
• Customizable lead statuses and tags

Built-In Calling and SMS

Make calls, record them, and send SMS messages directly from your lead tracker.

• Power Dialer for rapid outreach
• Predictive Dialer on Scale plan to maximize agent efficiency
• Automatic call logging and recording

Email Sequencing and AI Assistance

Create multi-step email campaigns with personalization tags and subject-line suggestions from the AI email assistant.

• Automated follow-up based on opens and clicks
• Built-in templates for common scenarios
• Analytics to track open and reply rates

Automated Workflows

Remove manual tasks by setting triggers and actions that run in the background.

• Assign new leads to reps automatically
• Create follow-up tasks when a call ends
• Send internal notifications for hot leads

Advanced Reporting & Analytics

Gain clear visibility into team performance and pipeline health.

• Custom dashboards and charts
• Activities and outcome tracking
• Exportable reports for deeper analysis

Close CRM Pricing

Close CRM offers flexible plans to match your team size and sales process complexity.

Solo Plan

Price: $9 per user per month
Ideal for solo entrepreneurs or freelancers just starting out
Highlights:

• Unlimited leads and contacts
• Essential calling and emails
• Basic reporting

Essentials Plan

Price: $49 per user per month
Ideal for small teams wanting a reliable lead tracker
Highlights:

• Built-in calling with Power Dialer
• Email sequences
• Automated workflows

Growth Plan

Price: $109 per user per month (Popular)
Ideal for teams requiring advanced automation
Highlights:

• AI email assistant
• Custom activities and lead visibility rules
• Advanced analytics

Scale Plan

Price: $149 per user per month
Ideal for scaling organizations
Highlights:

• Role-based access and permissions
• Predictive Dialer
• Unlimited call recordings

Close CRM Is Best For

Whether you’re a one-person shop or a growing sales organization, Close CRM has a plan to fit your needs and elevate your lead tracking.

Solo Entrepreneurs

Get started quickly with essential calling and email tools to manage your pipeline without extra costs.

Small Sales Teams

Automate repetitive tasks and gain visibility into every rep’s pipeline with the Essentials plan.

Growing Businesses

Leverage AI-driven email personalization and advanced workflows on the Growth plan to scale outreach.

Scaling Organizations

Lock down your sales process with role-based permissions and predictive dialing for maximum efficiency.

Benefits of Using Close CRM

• Streamlined Lead Tracking
  All your prospects in one place with real-time updates.
• Increased Productivity
  Automations handle admin work so you focus on selling.
• Higher Conversion Rates
  Consistent follow-ups and personalized outreach that resonates.
• Faster Time-to-Value
  Get up and running in hours, not months.
• Scalable Processes
  Grow your sales operation without reinventing your workflow.
• Data-Driven Insights
  Make strategic decisions based on accurate performance metrics.

Customer Support

Close CRM’s support team is known for its responsiveness and deep expertise. Whether you have a quick setup question or need help customizing advanced workflows, you can reach them via live chat, email, or our community forum.

They maintain extensive documentation, video tutorials, and host regular webinars to help you get the most out of Close CRM. Your success is their priority, and they’re committed to ensuring you never feel stuck.

External Reviews and Ratings

Users consistently praise Close CRM for its intuitive interface, speed, and powerful automation capabilities. On review sites, it holds an average rating of 4.5 out of 5 stars, with users highlighting the impact of the Power Dialer and AI email assistant in boosting outreach efficiency.

Some teams mention a learning curve when setting up complex workflows, but Close CRM addresses these concerns with step-by-step guides and personalized onboarding sessions. Overall, the positive feedback far outweighs the negatives, underscoring Close CRM’s reputation as a top-tier lead tracker.

Educational Resources and Community

Close CRM offers a rich library of resources to help you master your lead tracker. Explore the official blog for best practices, join weekly webinars to discover new features, or dive into the video tutorials for hands-on guidance. The community forum connects you with other Close CRM users to share tips and success stories.

Conclusion

Implementing a robust lead tracker is essential for any sales team looking to scale and improve close rates. Close CRM delivers everything you need—speed, automation, and simplicity—all in one platform. If you’re ready to transform your pipeline and close more deals, I encourage you to Try Close Free for 14 days Today. Experience firsthand how the right lead tracker can take your sales process to the next level.

Try Close Free for 14 days Today