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What Is Close CRM?

Close CRM is a modern, all-in-one customer relationship management (CRM) solution designed specifically for growing teams. Rather than forcing you to juggle multiple disconnected tools—calling apps, email clients, spreadsheet trackers—Close consolidates everything into a single, intuitive platform. Whether you’re a solo entrepreneur just starting out or part of a scaling sales organization, Close CRM streamlines your process so you can focus on what really matters: closing deals.

At its core, Close is built around three pillars:

• Speed: A lightning-fast interface that lets you log calls, send emails, and update pipelines without skipping a beat.
• Usability: A gentle learning curve so that new team members can onboard in hours instead of weeks.
• Automation: Workflow automations that handle repetitive admin tasks, freeing you to focus on prospect conversations.

Features

Close CRM packs a punch with a carefully curated feature set designed to cover every stage of your sales cycle. Below is a deep dive into the core capabilities that make it stand out.

Speed and Ease of Use

Close is engineered for teams that hate waiting. You won’t find lagging UIs or clunky page reloads here. Instead, every action—from dialing a prospect to updating a deal stage—happens instantly.

• Lightning-fast data entry: Add contacts and log activities in seconds.
• Keyboard shortcuts: Navigate the interface without touching your mouse.
• Minimal onboarding: Get your reps up and running in hours, not days.

Built-In Calling, Email, and SMS

Imagine making calls, sending emails, and texting leads directly from your CRM—no third-party apps required. Close integrates voice and messaging seamlessly.

• Power Dialer and Predictive Dialer: Accelerate outbound calling with automated dialing.
• Centralized Inbox: View and reply to all messages in one shared team inbox.
• SMS Integration: Engage prospects via text for timely follow-ups.

Automation that Works for You

Manual admin is the enemy of productivity. Close’s advanced workflows handle repetitive tasks so you can keep selling.

• Automated email sequences: Trigger follow-up emails based on call outcomes or deal stages.
• Task reminders: Never forget another follow-up with auto-scheduled tasks.
• Lead scoring: Automatically prioritize high-value leads.

All-In-One Pipeline Management

Track every opportunity in visual pipelines that reflect your unique sales process. Manage multiple pipelines for different products or markets without switching accounts.

• Customizable deal stages: Mirror your real-world sales funnel.
• Drag-and-drop interface: Move deals between stages with ease.
• Real-time reporting: Stay on top of your team’s performance.

AI Email Assistant

Write better emails in half the time. Close’s built-in AI Email Assistant drafts, improves, and personalizes outreach for you.

• Smart templates: Generate subject lines and body copy optimised for replies.
• Personalization tokens: Merge prospect details seamlessly into every message.
• Response suggestions: Get AI-driven reply ideas to keep conversations moving.

Custom Activities & Advanced Filters

Close lets you define bespoke activity types—like webinars or in-person events—so you can track exactly what matters to your team.

• Custom fields: Capture industry-specific data points.
• Advanced lead and activity filters: Slice and dice data to find your hottest prospects.
• Saved views: Create reusable filters for frequent reporting needs.

Pricing

Close CRM offers transparent, per-seat pricing with a free 14-day trial on every plan. Whether you’re a solopreneur or a scaling sales org, there’s a plan designed for your needs.

• Solo Plan – $9/user/month
  Ideal for freelancers or one-person startups who need basic messaging and pipeline features.
  Notable inclusions: Unlimited contacts, email & SMS, basic call recording.
• Essentials Plan – $49/user/month
  Suited for small teams that want a full CRM without automation bells and whistles.
  Includes everything in Solo, plus multiple pipelines, advanced filters, and centralized inbox.
• Growth Plan – $109/user/month (Popular)
  Designed for teams needing enhanced productivity.
  Adds automated workflows, Power Dialer, AI Email Assistant, and custom activities.
• Scale Plan – $149/user/month
  Perfect for scaling organizations requiring enterprise-level controls.
  Features role-based access, lead visibility rules, Predictive Dialer, and unlimited call recording.

Remember, if you lock in an annual subscription today, you can Get up to 35% OFF on Close CRM annual plans Today. It’s an unbeatable opportunity to save while arming your team with a world-class CRM.

Benefits to the User (Value for Money)

Close CRM isn’t just another subscription—it’s an investment in efficiency, growth, and revenue. Here’s why it delivers exceptional value:

• Faster Sales Cycles
  By centralizing calls, emails, and SMS, your reps spend less time context-switching and more time selling.
• Lower Tech Overhead
  Replace multiple point solutions with one platform. You’ll cut licensing costs and simplify vendor management.
• Better Lead Follow-Up
  Automations ensure no lead slips through the cracks, boosting your conversion rates and ROI.
• Scalable Workflows
  Whether you’re two reps or twenty, Close’s flexible pipelines and permissions adapt to your needs.
• Data-Driven Decisions
  Real-time reporting and AI insights help you fine-tune strategies based on actual performance metrics.

Anchored by the fact that Close CRM can be up to 50% faster than legacy CRMs, these perks translate directly into more closed deals and higher revenue per rep.

Customer Support

I’ve found Close’s support team to be impressively responsive. Whether I’ve submitted a ticket via their in-app chat or emailed their help desk, I typically receive a thorough reply within an hour. They also maintain a clear, searchable knowledge base so you can often find answers without waiting.

In addition to email support, Close offers live chat directly in the app and scheduled phone calls for advanced technical or onboarding questions. This multi-channel approach ensures that your team can get unstuck quickly, whether it’s 9 AM or 9 PM in your time zone.

External Reviews and Ratings

Across review platforms, Close CRM averages a 4.5-star rating out of 5. Users consistently praise its intuitive UI, all-in-one feature set, and the speed advantage over bulky competitors.

• Positive: “Switched from Salesforce and never looked back. Our SDRs love how quickly they can log calls and send emails.”
• Positive: “The Power Dialer is a game-changer. We dial 3x as many leads per hour now.”
• Constructive: Some users mention they’d like more out-of-the-box custom reporting options. Close has responded by rolling out additional analytics features over the past two quarters.
• Constructive: A few reviewers asked for deeper native integrations with niche tools; Close’s open API and Zapier integration have largely addressed these needs.

Educational Resources and Community

Close offers a treasure trove of learning materials to ensure you reap maximum ROI:

• Official Blog: Regular posts on best practices, new features, and sales tactics.
• Knowledge Base: Step-by-step guides and troubleshooting articles.
• Video Tutorials: Quick-start videos covering everything from call logging to advanced workflows.
• User Community: An active online forum where power users share templates, scripts, and hacks.
• Webinars & Workshops: Live sessions hosted by Close experts on topics like scaling SDR teams and crafting winning email sequences.

Conclusion

After spending extensive time testing features, collecting feedback, and comparing pricing, I can confidently say that Close CRM offers a best-in-class experience for sales teams of all sizes. From its lightning-fast interface to powerful automations and built-in calling, it eliminates many of the pains other CRMs introduce. And right now, you can Get up to 35% OFF on Close CRM annual plans Today, making this the ideal moment to lock in huge savings and take your sales process to the next level.

Don’t miss out—click the link, start your free trial, and secure your discount on Close CRM today!