Searching for the ultimate guide to sales lead tracker? You just landed on the right page. In this comprehensive walkthrough, I’ll show you how Close CRM streamlines every step of your outreach, automates follow-ups, and helps you close deals faster than ever.

If you’ve ever felt buried under spreadsheets, juggling dozens of tools just to keep track of prospects, you’re not alone. After evaluating dozens of platforms over the past five years, I can attest that Close CRM has become my go-to solution. With industry-leading automation and an intuitive interface, it’s no wonder teams rave about its speed and usability. Ready to transform your sales workflow? Keep reading to learn why you should Try Close Free for 14 days Today.

What is Close CRM?

Close CRM is an all-in-one customer relationship management platform designed to centralize every aspect of your sales process under one roof. At its core, it’s a sales lead tracker that ensures no prospect ever slips through the cracks. By combining calling, emailing, SMS, and task management in a single, lightning-fast interface, Close CRM empowers small to mid-sized teams to engage more leads and close more deals—in less time.

Instead of toggling between various applications and manual spreadsheets, Close CRM provides a unified pipeline view where every interaction with your prospects is automatically logged. This means you can keep your focus on high-value activities—connecting with buyers—instead of admin work.

Close CRM Overview

Founded in 2013 by sales veterans tired of complex, clunky CRMs, Close CRM was built to serve the real-world needs of growing sales teams. The founders set out to create a speedy, user-friendly platform that integrates seamlessly with popular tools, so you can get up and running in hours, not weeks.

Over the past decade, Close CRM has scaled alongside fast-moving startups and small businesses, closing over a million deals on its platform. With a mission to simplify sales technology, Close CRM constantly releases features driven by customer feedback—from built-in calling credits to advanced reporting dashboards.

Today, thousands of teams across industries trust Close CRM to streamline their outreach, automate repetitive tasks, and gain visibility into their pipelines—all without requiring a computer science degree.

Pros and Cons

Pros:

1. Lightning-Fast Interface: Close CRM’s streamlined design loads quickly and lets you log calls, emails, and notes in seconds.

2. Built-In Calling & SMS: Make calls and send texts directly from the platform—no third-party telephony required.

3. Automated Follow-Ups: Set up sequences that automatically send emails, reminders, and tasks so no lead goes cold.

4. Unified Inbox: View calls, emails, and SMS threads in one consolidated feed for each contact.

5. Seamless Integrations: Connect with Zapier, Slack, HubSpot, and many more to centralize data flow.

6. Fast Onboarding: Get your team up and running in hours with intuitive setup wizards and templates.

7. Transparent Pricing: Predictable plans without hidden fees—scale as you grow.

8. Robust Reporting: Customizable reports and dashboards to track team performance and pipeline health.

Cons:

1. Limited Advanced Marketing Automation: While perfect for sales outreach, it lacks some enterprise-level marketing campaign builder features.

2. No Free Forever Tier: Although there’s a 14-day free trial, ongoing plans begin at paid tiers—there’s no perpetual free access.

3. Learning Curve for Complex Sequences: Setting up advanced automation sequences may require a bit of experimentation for new users.

Features

Close CRM packs a wealth of features designed to support fast, efficient sales processes. Below, I break down the standout capabilities that make it a top choice for teams looking to level up their sales lead tracker game.

Automated Lead Management

Never let a hot prospect slip away. Set up sequences to handle outreach automatically:

• Schedule follow-up emails and calls at specific intervals
• Auto-assign leads to reps based on inbound criteria
• Trigger notifications when prospects engage

Built-In Calling & SMS

Make calls and send text messages directly from Close CRM without toggling between apps:

• Local and international calling credits included
• Auto-logging of call recordings and transcripts
• SMS templates for quick, personalized outreach

Email Sequences & Templates

Streamline email outreach with reusable templates and automated sequences:

• Drag-and-drop sequence builder
• Personalization tokens for dynamic content
• Open and click-through analytics per email

Pipeline Management & Reporting

Visualize and optimize every stage of your sales funnel:

• Customizable pipeline stages
• Real-time dashboards and performance metrics
• Forecasting tools for revenue projections

sales lead tracker Dashboard

Track all your lead data in one place:

• Snapshot of daily outreach activity
• Lead status snapshots and aging reports
• Quick filters to segment hot leads

Integrations & API

Connect Close CRM to your existing tech stack:

• Zapier, Integromat, and native integrations
• Open API for custom workflows
• Webhooks for instant data sync

Close CRM Pricing

Close CRM offers straightforward plans designed to scale with your team. All tiers include unlimited contacts and standard support.

Starter Plan

Price: $29 per user/month (billed annually)
Ideal for solo founders and very small teams
Highlights:

• Basic calling credits
• Unlimited email sequences
• Simple pipeline view

Professional Plan

Price: $69 per user/month (billed annually)
Ideal for growing sales teams
Highlights:

• Enhanced calling & SMS credits
• Custom reporting dashboards
• Workflow automation with triggers

Ready to supercharge your outreach? Start your trial now and see how quickly you can connect with more prospects.

Business Plan

Price: $129 per user/month (billed annually)
Ideal for established teams with complex workflows
Highlights:

• Priority support and onboarding
• Advanced analytics and revenue forecasts
• Team performance coaching features

Close CRM Is Best For

No two sales teams work the same way. Here’s who benefits most from Close CRM:

Small Sales Teams

With limited admin resources, small teams need an intuitive sales lead tracker that handles heavy lifting. Close CRM’s all-in-one approach minimizes tool sprawl and speeds up onboarding.

Remote & Hybrid Teams

Stay connected with cloud-based calling, SMS, and shared pipelines. Detailed activity logs give managers visibility into distributed reps’ performance.

B2B SaaS Startups

Rapid outreach, automated follow-ups, and real-time reporting help SaaS teams scale pipelines efficiently and hit revenue targets.

Agencies & Consultancies

Manage multiple client pipelines in one workspace. Customizable roles and permissions ensure data security and streamlined collaboration.

Benefits of Using Close CRM

• Increased Productivity: Automations cut admin time, freeing reps to focus on selling.
• Higher Contact Rates: Integrated calling and SMS boost response rates over email alone.
• Improved Follow-Up: Never miss a touchpoint with sequence reminders and task scheduling.
• Actionable Insights: Dashboards highlight bottlenecks and top performers for continuous improvement.
• Scalable Workflows: Custom triggers and webhooks let you build processes that grow with your team.
• Centralized Data: All communications and notes reside in one searchable platform.

Customer Support

Close CRM’s support team is known for its responsiveness. Whether you submit a ticket via the in-app widget or drop a line to their email, you’ll typically hear back within a few hours. They also offer live chat during business hours for more immediate assistance.

In addition to direct support, Close CRM provides detailed documentation, video tutorials, and best-practice guides to help you troubleshoot common scenarios on your own. Plus, new features come with step-by-step release notes to keep your team always up to speed.

External Reviews and Ratings

Most reviews praise Close CRM’s ease of use and robust calling capabilities, often calling out how much faster they can log activities compared to legacy CRMs. Users highlight the simplicity of building sequences and the impact on response rates when combining calls, SMS, and email.

On the flip side, some customers note that advanced marketing-style automations—like conditional branching—aren’t as extensive as in dedicated marketing platforms. Close CRM addresses this by focusing on core sales workflows and integrating easily with specialized tools when needed.

Educational Resources and Community

Close CRM offers a wealth of resources to help you maximize ROI. Their blog publishes weekly posts on sales strategies, product updates, and case studies. You’ll also find on-demand webinars, interactive video tutorials, and downloadable playbooks covering topics from cold calling best practices to pipeline forecasting.

Beyond official channels, an active user community thrives in dedicated Slack and Facebook groups. Members share sequence templates, troubleshoot technical questions, and swap growth-hacking tips—making it easy to learn from peers in similar industries.

Conclusion

Streamlining your outreach with a powerful sales lead tracker is no longer optional—it’s essential to stay competitive. Close CRM delivers the speed, automation, and visibility your team needs to contact more prospects and close deals faster. Ready to experience a CRM built for real-world sales? Start your 14-day free trial now.

Try Close CRM Free for 14 days Today: https://go.thenerdynoob.com/closecrm