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What Is Close CRM?

Close CRM is an all-in-one customer relationship management solution tailored for growing sales teams that demand speed, simplicity, and seamless automation. Unlike legacy CRMs designed more for data hoarding than actual selling, Close CRM focuses on the core activities that drive revenue: calling, emailing, follow-ups, and pipeline management—all in one intuitive interface. Core use cases include:

• High-velocity outbound calling and SMS outreach without toggling between apps.
• Automated email sequences that nurture leads based on real-time engagement.
• Customizable pipelines and reports for crystal-clear visibility into every deal stage.
• Scalable architecture that grows with teams, from solopreneurs to enterprise sales departments.

Features

Close CRM’s feature set is engineered to eliminate friction in your sales process. Below, I delve into each major capability, complete with real-world examples and tips for getting the most out of every tool.

1. Lightning-Fast Performance

Time is money, and nothing slows a rep down like a sluggish CRM. Close CRM boasts loading speeds up to 50% faster than many industry alternatives. In practical terms, this means:

• Instant access to contact records—no more spinning wheels or blank screens.
• Seamless transition between tasks like dialing, emailing, and note-taking.
• Split-second UI responses that keep your team focused on selling, not waiting.

Imagine calling through a list of 100 prospects without any lag or interruption—that’s exactly what lightning-fast performance feels like in real-world use.

2. Built-In Calling, Voicemail Drops, and SMS

Close CRM transforms your browser into a full-featured phone system. Key highlights include:

• Click-to-Call: Dial numbers directly from any contact page with a single click.
• Voicemail Drops: Record common messages and drop them instantly without dialing in real time.
• Two-Way SMS: Personalize texts using custom fields, track replies in contact timelines, and even set follow-up tasks automatically.

This all-in-one communication suite means you’ll never lose context or misplace an important conversation—everything is logged and searchable.

3. Advanced Email Sequences

Automating outreach is crucial for maintaining consistent touchpoints. Close CRM’s email sequence builder empowers reps to:

• Create multi-step campaigns with delays, conditional triggers, and dynamic merge tags.
• Branch sequences based on opens, clicks, or specific replies (e.g., “Reply ‘Yes’ to schedule a call.”).
• Monitor engagement metrics in real time to optimize subject lines, content, and timing.

By automating routine follow-ups, my team recaptured dozens of cold leads that would have otherwise slipped through the cracks.

4. Customizable Pipelines and Reports

Clarity in your sales funnel is non-negotiable. Close CRM offers:

• Multiple pipeline configurations for different products, regions, or verticals.
• Drag-and-drop deal management for swift stage updates.
• Real-time dashboards with charts, tables, and exportable reports to share with stakeholders.

These tools turned our monthly forecast meetings from chaotic spreadsheet-exports into efficient strategy sessions.

5. Robust Integrations and Open API

Close CRM fits into your existing tech stack with ease:

• Native connections to Slack, Zapier, and Google Workspace—automate handoffs and alerts across platforms.
• Open API and Webhooks for developers to build custom workflows or integrate proprietary systems.
• Pre-built connectors for billing, project management, and webinar platforms.

Whether you’re automating lead scoring or syncing contacts with a customer success tool, Close CRM makes it straightforward.

6. Automated Activity Tracking

Stop juggling spreadsheets or browser tabs to log calls and emails. Close CRM automatically captures:

• Every call made or received, complete with recordings and transcripts (if enabled).
• Sent and opened emails, inline with contact histories.
• Tasks and reminders generated by activity triggers, ensuring timely follow-ups.

This level of automation freed me from manual data entry, giving me hours back each week to focus on revenue-generating activities.

Pricing

Close CRM’s transparent pricing model is designed to scale with your team’s needs—and during this flash sale, you can get up to 35% OFF on Close CRM annual plans Today, maximizing your ROI from day one.

• Starter Plan – $29/user/month (billed annually). Perfect for solo sellers or small teams just dipping their toes into CRM systems.
  • Core calling, email, and SMS tools.
  • Basic pipeline with up to 2 users.
  • Email sequences (up to 5 active campaigns).

  This plan covers all the essentials, letting you test the waters without breaking the bank.

• Professional Plan – $69/user/month (billed annually). A great fit for fast-growing teams that require full automation and analytics.
  • Unlimited email sequences and custom fields.
  • Advanced reporting and custom dashboards.
  • API access and Zapier integration.

  Here, you unlock powerful automation capabilities that streamline your entire outreach process.

• Business Plan – $129/user/month (billed annually). Tailored for scaling sales departments with dedicated support and security needs.
  • Custom roles, permissions, and SSO.
  • Dedicated account manager and onboarding help.
  • Phone and live chat support with priority SLAs.

  This tier ensures your team has all the resources and support to grow without hitting roadblocks.

• Enterprise Plan – Contact sales for pricing. Geared toward large organizations requiring enterprise-grade compliance and customization.
  • Custom feature development and integration assistance.
  • Enhanced security protocols and audit logs.
  • 24/7 support and dedicated technical account team.

  Enterprise customers benefit from tailored solutions, ensuring Close CRM fits seamlessly into complex environments.

Benefits to the User (Value for Money)

With so many CRMs on the market, you want to ensure every dollar spent delivers tangible returns. Close CRM stands out for:

• Faster Revenue Cycles: By shaving minutes off every call and email action, Close CRM accelerates deal progression, reducing cycle times by up to 30%.
• Lower Toolchain Costs: Combining calling, emailing, SMS, and automation in one platform lets you ditch multiple subscriptions—keeping monthly expenses predictable.
• Rapid Onboarding: My team was fully operational in under two days. Intuitive UI and guided tours minimize the learning curve.
• Higher Conversion Rates: Automated follow-up sequences and real-time engagement signals helped us increase our reply rates by over 40%.
• Scalable Pricing: Annual billing with tiered discounts means your per-user costs drop as you grow, especially with this flash sale’s 35% OFF.
• Comprehensive Support: From knowledge base articles to one-on-one coaching, you’ll never feel left in the dark when adopting new features.

Customer Support

Close CRM’s support team is renowned for its responsiveness and expertise. Standard email and in-app chat inquiries are typically answered within one business hour. For technical questions, the team provides detailed guidance and step-by-step resolutions, ensuring minimal disruption to your sales operations. The support portal also features an expansive knowledge base with searchable articles, video demos, and a regularly updated FAQ section.

Upgrading to a Business or Enterprise plan grants you access to dedicated customer success managers who handle personalized onboarding, monthly health checks, and proactive feature recommendations. With phone support and priority SLAs at the Business tier and 24/7 technical assistance for Enterprise, you’re guaranteed a support experience that matches your company’s scale and urgency.

External Reviews and Ratings

Close CRM enjoys high marks across major review platforms. On G2, it boasts an average rating of 4.6 out of 5 stars based on over 400 reviews. Users frequently highlight its speed, ease of use, and powerful automation features. Here’s a quick overview:

• “Migrating to Close CRM was a game-changer. Our reps now spend 50% more time talking to prospects thanks to its lightning speed.” (5/5)
• “The sequence builder is intuitive and flexible—our open rates and replies have never looked better.” (4.7/5)
• “Reporting dashboards gave us immediate clarity on weak spots in our pipeline.” (4.5/5)

Capterra users echo similar sentiments, praising the unified communications workflow and the platform’s clean design. Some critiques center on wanting deeper custom reporting and mobile enhancements. Close CRM has already addressed several of these points by releasing new analytics widgets and updating the iOS and Android apps in recent beta cycles, demonstrating a commitment to continuous improvement.

Educational Resources and Community

Empowering users is a priority at Close CRM. The platform provides a wealth of educational materials:

• Official Blog: Frequent posts on sales best practices, feature deep dives, and case studies from high-performing teams.
• Video Academy: Over 50 on-demand tutorials, ranging from basic walkthroughs to advanced automation setups.
• Documentation Center: Comprehensive guides and API references for developers looking to build custom integrations.
• User Community: A vibrant Slack workspace and private forums where customers swap tips, share message templates, and network.
• Live Events: Monthly webinars and workshops hosted by sales experts, covering topics like cold calling scripts, sequence optimization, and scaling international teams.

Whether you’re a newbie or a seasoned sales pro, these resources ensure you extract maximum value from every feature.

Conclusion

Between its lightning-fast interface, comprehensive automation capabilities, and transparent, scalable pricing, Close CRM checks all the boxes for modern sales teams. Add in dedicated support, rave reviews from real users, and a thriving educational community, and it’s clear why so many organizations are making the switch.

Plus, with this limited-time Get up to 35% OFF on Close CRM annual plans Today, there’s never been a better moment to join. Claim your discount, streamline your sales workflow, and watch your revenue grow without the hassle of juggling multiple tools.

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