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Managing dozens or hundreds of prospects can feel like spinning plates—miss one follow-up and a deal disappears. I’ve been there, juggling spreadsheets, email threads, and sticky notes. That’s why I rely on Close CRM: over a decade in the market, thousands of small businesses onboarded, and Gartner-recognized reliability. No more chaos—just a clear, automated workflow that keeps you focused on closing.

What is Close CRM?

Close CRM is the all-in-one customer relationship management platform designed specifically to serve as your sales lead tracker. It centralizes calls, emails, SMS, and task management into one intuitive interface so that your team can contact more prospects, follow up on time, and close deals faster. Rather than hopping between tools or digging through spreadsheets, Close CRM puts every lead and interaction at your fingertips.

Close CRM Overview

Founded by seasoned sales professionals, Close CRM emerged from a simple goal: eliminate busywork and let sales teams do what they do best—sell. From its first lines of code, the mission was clear: build a CRM that empowers small businesses with enterprise-grade features but remains easy enough for anyone to master.

Over the years, Close CRM has achieved rapid growth milestones. Early adopters praised its lightning-fast interface—up to 50% faster than competing CRMs—and seamless built-in calling. Since then, the platform has added AI-driven email assistants, automated workflows, and predictive dialing, continually refining the product while maintaining its signature simplicity.

Pros and Cons

High-speed performance: Close CRM loads data and processes calls in a flash, cutting wasted minutes out of every sales day.

Unified communications: Make calls, send emails, and text SMS right from the same window—no app-hopping required.

Automated workflows: Set follow-up reminders, email sequences, and task assignments on autopilot.

Intuitive setup: Get your team onboarded in hours instead of weeks—no technical background needed.

Rich reporting: Customizable dashboards and advanced filters reveal pipeline leaks and conversion bottlenecks.

Extensive integrations: Connect to Zapier, Slack, QuickBooks, and dozens more with one-click installs.

Predictive dialer (Scale plan only): Boost call volume by automatically queuing up the next conversation.

Mobile experience: While functional, the mobile app isn’t yet as full-featured as the desktop version.

Pricing tiers: Smaller teams may outgrow the Solo plan quickly if they need advanced automations or call recording.

Features

Close CRM packs a range of features designed to streamline every step of the sales cycle. Below are the core capabilities that make it an unbeatable sales lead tracker for growing teams.

Real-Time sales lead tracker Dashboard

The dashboard serves as your command center, showing upcoming tasks, recent interactions, and key metrics at a glance.

• Visual pipeline stages with drag-and-drop reordering
• Activity heat maps highlighting neglected leads
• Customizable widgets to monitor calls made, emails sent, and deals closed

Native Calling, Email, and SMS

Forget third-party phone systems. Close CRM’s built-in VOIP calling, email composer, and SMS texting live in one window.

• Automatic call logging and recordings
• Email templates with mail merge personalization
• Two-way SMS conversations linked to contact records

Automated Workflows and sales lead tracker Integration

Turn repetitive tasks into seamless automations that fire based on triggers you define.

• Automatic task creation when leads enter a new stage
• Trigger email sequences after a missed call or no-response period
• Integration hooks with Zapier and webhooks for custom data flows

Powerful Reporting & Analytics for sales lead tracking

Deep dive into performance metrics to identify opportunities and obstacles in real time.

• Conversion rates by stage, rep, and campaign
• Exports to CSV for advanced BI analysis
• Visual trend lines for activity and revenue growth

Seamless Integrations

Connect Close CRM to your existing stack with minimal setup required.

• Zapier integration for 2,000+ apps
• Native Slack notifications and QuickBooks syncing
• Custom API for developers to build unique workflows

AI Email Assistant

Leverage artificial intelligence to craft compelling outreach faster.

• Automated subject line optimization
• Smart email drafts based on prospect profile
• Language suggestions to boost response rates

Close CRM Pricing

From solo founders to scaling sales teams, Close CRM offers plans tailored to your needs. Each plan includes a free trial—no credit card required.

Solo Plan

Price: $9/seat/month
Ideal for individual entrepreneurs or consultants starting their first pipeline.

• Unlimited contacts & leads
• Multiple pipelines
• Built-in calling, email, and SMS
• Centralized inbox & task lists

Essentials

Price: $49/seat/month
Perfect for small teams needing a robust sales lead tracker without extra frills.

• Everything in Solo
• Advanced lead & activity filters
• Basic reporting dashboards

Growth (Popular)

Price: $109/seat/month
Teams focused on automation and efficiency.

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

Scale

Price: $149/seat/month
Designed for scaling organizations with advanced governance needs.

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

Ready to see how Close CRM can become your go-to sales lead tracker? Try Close Free for 14 days Today and transform your outreach.

Close CRM Is Best For

Whether you’re a one-person operation or a growing sales force, Close CRM adapts to your workflow.

Small Business Owners

Get a full-featured sales lead tracker without breaking the bank or hiring IT staff. Enjoy plug-and-play simplicity.

Inside Sales Teams

Automate repetitive tasks, prioritize hot leads, and stay on top of follow-ups to boost conversion rates.

Startups and Agencies

Rapidly iterate on messaging, track campaign performance, and scale your sales operations as you grow.

Remote and Hybrid Teams

Collaborate in real time, sync data instantly, and ensure no lead slips through the cracks across time zones.

Benefits of Using Close CRM

• Increased Productivity: Automated tasks free your reps to focus on meaningful conversations.
• Higher Conversion Rates: Timely follow-ups and data-driven outreach turn more prospects into customers.
• Reduced Tool Sprawl: One platform for calls, email, SMS, and pipeline management.
• Faster Onboarding: Intuitive design means new hires ramp up in hours, not weeks.
• Data-Driven Insights: Advanced filters and reports reveal exactly where to optimize your funnel.

Customer Support

Close CRM’s support team is known for lightning-fast response times. Email tickets and live chat inquiries are typically acknowledged within minutes, not days. Whether you need help setting up an automation or troubleshooting an integration, help is just a click away.

In addition to direct support, Close CRM offers extensive documentation, video tutorials, and an active community forum where seasoned users and staff share best practices. You’re never left guessing how to solve a challenge.

External Reviews and Ratings

Users on G2 and Capterra consistently praise Close CRM’s speed, ease of use, and unified communication stack. Many highlight its value for small teams migrating from spreadsheets or legacy CRMs. On G2, Close CRM holds a 4.6-star average, with reviewers citing significant uplift in call volume and email response rates.

A handful of users mention desires for more native marketing automation or deeper customization in reporting. Close CRM’s team actively solicits feedback and pushes quarterly updates, addressing gaps and refining features based on community input.

Educational Resources and Community

Close CRM offers a rich library of learning materials to help you master the platform and sharpen your sales skills. Their official blog features weekly deep dives on sales strategies, platform updates, and interview series with top-performing sales leaders.

Live webinars, on-demand video courses, and step-by-step help guides walk you through everything from onboarding your first user to building advanced automations. Outside official channels, an enthusiastic user community on Slack and a public forum provide peer support, tips, and shared templates.

Conclusion

Managing prospects and follow-ups doesn’t have to be a juggling act. With Close CRM as your dedicated sales lead tracker, you get a fast, intuitive platform built to streamline communication, automate busywork, and surface the insights you need to close more deals. Mid-funnel drop-offs and missed callbacks become problems of the past.

Ready to see the difference for yourself? Try Close Free for 14 days Today and transform your sales process into a growth engine.