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What Is Close CRM?

Close CRM is a user-friendly customer relationship management system built specifically for small to midsize sales teams that want speed, automation, and simplicity. Unlike bulky, developer-oriented platforms, Close CRM focuses on real-world selling workflows:

• Phone calls, emails, and SMS all under one roof—no more toggling between apps.
• Built-in automation that handles reminders, follow-ups, and activity logging for you.
• A lightning-fast interface that’s up to 50% faster than many competitors, so your team can stay in flow.

In short, Close CRM cuts out the busywork and lets your reps spend their time where it matters most: talking to prospects and closing deals.

Features

I’ve found five standout features that set Close CRM apart. Each one addresses a common pain point for growing sales teams.

1. Lightning-Fast Pipeline Management

Speed is the name of the game. Close CRM’s interface loads in a flash, which means less waiting and more selling. You’ll love:

• Instantly searchable contacts and opportunities.
• Drag-and-drop stages that update in real-time.
• Batched update tools so you can move dozens of leads at once.

2. Unified Communication Hub

No more bouncing between your phone app, inbox, and texting service. Close CRM integrates all outreach channels in one central view:

• Built-in calling with local presence dialing.
• Email sequences and two-way SMS threads right alongside call logs.
• Centralized inbox filters so nothing slips through the cracks.

3. Automated Workflows

Manual follow-up tracking can bury your best leads. Close CRM’s automation lets you:

• Trigger email or SMS sequences based on lead actions.
• Auto-assign tasks and reminders to team members.
• Customize activity rules so every prospect moves along the pipeline automatically.

4. Powerful Dialers

Make more calls in less time with built-in dialing tools:

• Power Dialer (Growth plan): line-queuing dialer that keeps your reps talking.
• Predictive Dialer (Scale plan): advanced algorithmic dialing for high-volume teams.
• Voicemail drop functionality to leave pre-recorded messages instantly.

5. AI-Enhanced Email Assistance

Crafting the perfect outreach can feel daunting. Close CRM’s AI Email Assistant helps by:

• Generating personalized email templates.
• Suggesting subject lines and follow-up points.
• Analyzing open and reply rates to fine-tune your messaging.

Pricing

Close CRM offers flexible monthly and annual billing, with a 14-day free trial to test any plan. Here’s the breakdown:

Solo Plan – $9/seat/month

• Ideal for solopreneurs or consultants.
• Unlimited contacts & leads, multiple pipelines.
• Built-in calling, email, and SMS.

Essentials Plan – $49/seat/month

• Best for growing teams needing basic automation.
• All Solo features, plus advanced lead & activity filters.
• Centralized inbox & task lists.

Growth Plan (Popular) – $109/seat/month

• Perfect for teams focusing on efficiency.
• Includes Essentials features plus automated workflows and Power Dialer.
• AI Email Assistant, custom activities.

Scale Plan – $149/seat/month

• Designed for scaling organizations.
• Role-based access, lead visibility rules.
• Predictive Dialer, unlimited call recording.

Don’t forget: this flash sale means you can Get up to 35% OFF on Close CRM annual plans Today. If you’re ready to lock in savings, click through to Close CRM before the deal ends.

Benefits to the User (Value for Money)

Every dollar you invest in Close CRM pays dividends. Here’s why:

• Faster Close Times: With built-in calling and email sequences, my team spends 50% more time speaking to prospects rather than toggling apps.
• Reduced Admin Overhead: Automated workflows eliminate dozens of manual tasks each week, freeing up bandwidth for strategic selling.
• All-in-One Platform: Eliminate the need for multiple tools—and the hidden costs that come with them—by keeping everything in one intuitive interface.
• Scalable Pricing: Choose the plan that matches your growth stage, and know that year-over-year, your savings on annual billing will pay off.
• Actionable Insights: Real-time reporting and activity dashboards help me pivot strategies on the fly and coach my reps more effectively.

Customer Support

Close CRM’s support team has been a lifesaver when I needed quick answers. They offer prompt email responses, live chat within the app, and even scheduled phone calls for onboarding questions. Their help center is thorough, with step-by-step articles that cover almost every scenario.

In my experience, response times average under an hour for live chat and under 24 hours for detailed email inquiries. For larger teams on the Scale plan, dedicated account managers provide proactive check-ins and strategy sessions, ensuring you’re getting the most from the platform.

External Reviews and Ratings

On popular SaaS review sites, Close CRM consistently scores above 4.5 out of 5 stars. Users praise its simplicity and speed:

• “Switched from a clunky enterprise CRM—never looked back!” (G2, 4.7/5)
• “We closed 20% more deals in the first month thanks to automated follow-ups.” (Capterra, 4.6/5)

Some reviewers note a learning curve around custom workflows, but Close CRM’s team is actively expanding video tutorials and documentation to address these gaps. Their latest platform updates also include more pre-built templates to help get new users up to speed.

Educational Resources and Community

Beyond support, Close CRM fosters a vibrant community of sellers. You’ll find:

• Official Blog: Weekly deep dives on best practices, sales tactics, and CRM optimization.
• Video Tutorials: Short how-to guides that cover everything from basic setup to advanced automation.
• Webinars & Workshops: Live sessions with sales leaders sharing actionable strategies.
• User Forum: An active Slack community where you can swap ideas and scripts with fellow reps.
• Comprehensive Docs: In-depth API and integration guides for technical teams.

Conclusion

After walking through everything Close CRM offers—speed, automation, integrated communication, and top-tier support—I’m confident this tool can transform your sales process. And right now, the flash sale makes it the perfect time to invest. Mid-article reminder: if you haven’t yet checked the pricing options, take a moment to explore Close CRM and see which plan fits your team best.

Don’t wait—this limited-time offer won’t last forever. Get up to 35% OFF on Close CRM annual plans Today by clicking the link below and supercharge your sales workflow.

Get up to 35% OFF on Close CRM annual plans Today