Searching for the ultimate guide to sales dashboards? You just landed on the right page. When you want to unlock actionable insights, monitor key metrics in real time, and accelerate your pipeline, Close CRM delivers a unified, intuitive experience from day one.

If you’ve ever felt overwhelmed by siloed reports, switching between dozens of tools, or struggling to spot trends in time, you’re not alone. I’ve tested and refined workflows with growing teams for years, and discovering Close CRM was a game-changer. Trusted by thousands of fast-moving businesses and recognized in leading tech publications, Close CRM makes building and customizing sales dashboards a breeze. Ready to get started? Try Close Free for 14 days Today and transform your data into dollars.

What is Close CRM?

Close CRM is the all-in-one customer relationship management platform built for growing sales teams that demand speed, simplicity, and deep visibility. At its core, Close CRM centralizes calls, emails, tasks, leads, and pipelines so you can track performance in a single pane of glass. With built-in automation and robust reporting, it empowers teams to replace manual spreadsheets with dynamic sales dashboards that update in real time.

Close CRM Overview

Launched with a mission to streamline outbound sales, Close CRM was born from hands-on selling experience. Its founders faced the friction of legacy CRMs—clunky interfaces, slow load times, and disjointed toolsets—so they built a faster, more intuitive alternative.

Over the years, Close CRM has scaled alongside its customers, adding features like automated workflows, AI-powered email assistance, and advanced dialing capabilities. Today, teams from startups to scaling enterprises rely on its reliable performance to power revenue growth and maintain crystal-clear visibility into metrics via custom sales dashboards.

Pros and Cons

Pros:

Rapid setup: Get up and running in hours rather than weeks, with zero need for developer support.

Unified toolset: Phone calls, emails, SMS, tasks, and reporting all live under one roof.

Automated workflows: Reduce administrative overhead by automating follow-ups, status updates, and lead assignments.

High performance: Up to 50% faster than many alternatives, so your team never waits on loading or syncing.

Customizable dashboards: Tailor real-time charts and tables to your unique KPIs without coding.

Seamless integrations: Connect popular tools or use the API to enrich data and extend capabilities.

Cons:

Learning curve for advanced features: New users may need time to master automation builders and reporting filters.

Limited offline access: As a cloud-native app, browser connection is required to view live dashboards or log activities.

Features

Close CRM’s feature set covers every stage of the sales cycle. From prospecting to closing, each tool feeds data into cohesive sales dashboards, ensuring you always know where deals stand and what actions to take next.

Automated Workflows

Design rule-based sequences that trigger emails, update fields, and schedule follow-ups without lifting a finger.

• Predefined email sequences tailored to customer segments
• Automatic lead scoring and qualification
• Task creation and reminders based on deal stage changes

Power Dialer

Supercharge calling with a built-in dialer that queues numbers, logs calls, and captures recordings for coaching and compliance.

• Predictive and power dialing modes
• Automatic call logging and transcripts
• Local caller ID and voicemail drops

Built-in Email & SMS

Manage all outbound and inbound messaging directly in the CRM, with tracking and open analytics feeding your dashboards.

• HTML email templates and merge fields
• Two-way SMS texting for fast responses
• Open, click, and reply tracking at the contact level

Customizable Dashboards

Drag, drop, and filter widgets to create real-time sales dashboards that highlight the metrics you care about most.

• Funnel charts reflecting conversion rates
• Activity summaries by rep or team
• Revenue forecasts based on weighted pipelines

AI Email Assistant

Leverage AI to draft personalized outreach, summarize long threads, and suggest next-step follow-ups.

• Context-aware email generation
• Suggested reply options for faster cadence
• Integration with workflow automations

Integration Ecosystem

Connect your favorite productivity, marketing, and analytics tools to enrich data and streamline workflows.

• Native integrations with Zapier, Slack, and Google Workspace
• Open API for custom connections
• Webhooks for real-time event notifications

Close CRM Pricing

Whether you’re a solo entrepreneur or scaling sales organization, Close CRM has a plan that fits your needs and budget. Each plan includes a free trial—you can see your sales dashboards live before committing.

Essentials Plan

Price: $49 per seat/month (billed monthly)

Ideal for small teams getting started with CRM.

• Unlimited contacts and leads
• Multiple pipelines
• Built-in calling, email, and SMS
• Basic reporting and dashboards

Growth Plan (Popular)

Price: $109 per seat/month (billed monthly)

Perfect for teams needing advanced automation and deeper insights.

• All Essentials features
• Automated workflows
• Power Dialer and Predictive Dialer
• AI Email Assistant

Ready to visualize your performance? Try Close Free for 14 days Today and experience real-time dashboards in action.

Scale Plan

Price: $149 per seat/month (billed monthly)

Designed for scaling organizations requiring advanced governance and compliance.

• All Growth features
• Role-based permissions and lead visibility rules
• Unlimited call recording
• Custom activity types

Close CRM Is Best For

Close CRM’s combination of speed, automation, and reporting flexibility makes it an ideal choice for various audiences.

Small Sales Teams

Gain instant clarity on performance without the overhead of multiple tools. Custom dashboards let you monitor rep activity and pipeline growth.

Sales Managers & Leaders

Track key metrics like call volume, email responses, and deal velocity. Use real-time dashboards to coach reps and identify bottlenecks.

Scaling Organizations

Implement robust lead routing, permissions, and audit trails. Consolidate data from marketing and support to paint a full customer journey on your dashboards.

Benefits of Using Close CRM

• Increased Productivity: Automations and integrated communications free reps to focus on selling.
• Data-Driven Decisions: Real-time sales dashboards ensure you never miss a trend or risk.
• Faster Onboarding: Intuitive setup means new hires are productive within hours, not weeks.
• Cost Savings: Replace multiple point solutions with one platform for calling, emailing, and reporting.
• Scalable Infrastructure: From solo founders to enterprise teams, Close CRM grows with your business.

Customer Support

Close CRM’s support team prides itself on rapid response times and deep product knowledge. Whether you submit a ticket or chat live, you’ll get clear, actionable guidance.

In addition to one-on-one support, Close CRM offers a robust help center with articles, video tutorials, and community forums to empower users at every skill level.

External Reviews and Ratings

Users consistently praise Close CRM for its speed, ease of use, and powerful automation. Many highlight how custom sales dashboards replaced manual spreadsheets and cut decision-making time in half.

Some reviewers note the advanced reporting features can be complex at first, but most agree the learning curve is worth the payoff. The Close team regularly rolls out feature updates and training webinars to address feedback.

Educational Resources and Community

Close CRM maintains an active blog, comprehensive documentation, and a vibrant user community. You’ll find step-by-step guides on building high-impact dashboards, beginner-friendly tutorials, and deep dives into advanced automations. Regular webinars and Q&A sessions connect you directly with product experts and fellow sales professionals.

Conclusion

Building and analyzing sales dashboards doesn’t have to be a chore. Close CRM brings together calls, emails, tasks, and reporting in one fast, user-friendly platform. With intuitive setup, powerful automations, and real-time insights, you’ll spend less time wrestling data and more time closing deals. Ready to elevate your sales intelligence? Try Close Free for 14 days Today and see the difference firsthand.