Searching for the ultimate guide to lead tracker? You just landed on the right page. In this comprehensive walkthrough, you’ll discover proven strategies, best practices, and real-world examples to supercharge your sales pipeline. Along the way, you’ll see how Close CRM integrates a powerful lead tracker that keeps every prospect and interaction organized, so you never miss an opportunity.

If you’ve ever felt buried under scattered spreadsheets, forgotten follow-ups, or lost leads slipping through the cracks, you’re not alone. I’ve worked with dozens of small teams wrestling with the same challenges. That’s why I trust Close CRM—you’ll be up and running in hours, not weeks, and can Try Close Free for 14 days Today to see how automations, built-in calling, and customizable pipelines transform your sales workflow.

What is Close CRM?

Close CRM is the all-in-one customer relationship management platform designed specifically for growing businesses that need a robust lead tracker without complexity. It centralizes your contacts, calls, emails, and tasks in a single interface so your team can focus on selling instead of administrative busywork. With speed that’s up to 50% faster than competitors, Close CRM ensures more prospects get contacted—and more deals get closed.

Close CRM Overview

Founded in 2013 by Steli Efti and the team behind Close.io, Close CRM started with a simple mission: build a CRM that mirrors how sales teams actually work. Early adopters praised its intuitive interface, power dialer, and seamless calling integration. As the platform matured, it added AI-powered email assistants, automated workflows, and detailed reporting.

Today, Close CRM serves thousands of small and medium-sized businesses worldwide, helping them replace clunky tool stacks with one central hub. Whether you’re making 100 calls a day or managing multiple pipelines, Close CRM scales with you—without compromising ease of use or speed.

Pros and Cons

Pro: Lightning-fast performance means your reps waste zero seconds waiting for page loads or syncing delays.

Pro: Built-in multi-channel communication—calling, email, and SMS—eliminates the need for separate tools.

Pro: Advanced lead tracker features let you filter contacts by custom fields, call status, and last activity in seconds.

Pro: Automated workflows reduce manual data entry and remind you of follow-ups, so no lead ever falls through the cracks.

Pro: AI Email Assistant drafts personalized outreach at scale, boosting response rates without extra effort.

Pro: Powerful power dialer and predictive dialer options dramatically increase call volume and conversions.

Con: Lacks extensive marketing automation and landing page builders compared to some all-in-one platforms.

Con: Pricing may be higher per seat for very small teams on a tight budget, though value scales quickly with productivity gains.

Features

Close CRM packs a suite of features that streamline every aspect of lead management. Here’s a closer look:

Built-in Lead Tracker

Track every prospect from first touch to closed deal with powerful filtering and custom views.

• Filter by tags, status, score, and custom fields.
• Visualize multiple pipelines side by side.
• Bulk update statuses and assign tasks in one click.

Automated Workflows

Say goodbye to manual follow-up reminders and data entry.

• Set trigger-based actions for new leads, status changes, or missed calls.
• Automatically send nurture emails or assign tasks to your team.
• Track workflow performance with built-in analytics.

Power and Predictive Dialer

Maximize call efficiency and eliminate downtime between calls.

• Power Dialer: Queue dozens of numbers and call continuously.
• Predictive Dialer: Dynamically adjusts dialing rate based on agent availability.
• Automatic logging of call recordings and outcomes.

AI Email Assistant

Create personalized sequences in seconds.

• Generate email subject lines and bodies tailored to each prospect.
• Schedule follow-up emails triggered by opens or clicks.
• Optimize send times and track engagement with detailed metrics.

Centralized Inbox & Task List

Manage all communications and next steps without leaving Close CRM.

• Unified view of emails, calls, and SMS conversations.
• Drag-and-drop task prioritization.
• Team inbox options and role-based permissions for larger orgs.

Close CRM Pricing

Close CRM offers transparent, per-seat monthly pricing to fit teams of any size. All plans include unlimited contacts, leads, and pipelines, along with the core communication and tracking tools you need.

Solo Plan – $9/month

• Ideal for individual solopreneurs or consultants.
• Includes built-in email, calling, and basic activity filters.
• Unlimited leads, contacts, and pipelines.

Essentials Plan – $49/seat/month

• Perfect for small teams starting to scale.
• All Solo features, plus advanced lead and activity filters.
• Automations and custom activities.

Growth Plan – $109/seat/month

• Popular for teams needing robust automation.
• Includes AI Email Assistant, Power Dialer, and Workflow Automations.
• Centralized inbox and advanced reporting.

Scale Plan – $149/seat/month

• Designed for scaling organizations with complex structures.
• Role-based access, lead visibility rules, and Predictive Dialer.
• Unlimited call recording and advanced security controls.

Close CRM Is Best For

Not every team needs the same CRM feature set. Here’s who benefits most from Close CRM’s lead tracking prowess:

Inside Sales Teams

Make hundreds of calls per week? The built-in Power Dialer and predictive calling ensure your reps spend more time talking and less time dialing.

Small Business Owners

You need quick setup, minimal overhead, and an intuitive interface. Close CRM’s 2-hour onboarding means you’re capturing leads today, not next quarter.

High-Volume Lead Generators

With automated workflows and AI email sequences, you can nurture thousands of prospects without missing a beat.

Remote and Distributed Teams

Centralized inboxes and role-based permissions keep communications organized and secure, no matter where your reps sit.

Benefits of Using Close CRM

Adopting a dedicated lead tracker like Close CRM unlocks measurable improvements across your sales cycle:

• Faster Response Times

  Auto-logging and unified communications let you follow up immediately—proven to improve conversion rates by up to 30%.

• Higher Call Volume

  Dialers automate click-to-call and remove downtime, boosting talk time by as much as 50%.

• Consistent Follow-Ups

  Workflow automations and reminders ensure every lead receives timely, personalized outreach.

• Data-Driven Insights

  Built-in dashboards track pipeline velocity, team performance, and campaign ROI in real time.

• Reduced Tool Sprawl

  Stop paying for separate calling, emailing, and task management apps—Close CRM does it all in one place.

To explore how Close CRM’s lead tracker can streamline your sales process, Try Close Free for 14 days Today.

Customer Support

Close CRM’s support team is renowned for fast, helpful responses. Whether you have a technical question or need best-practice advice, help is just a chat or email away, with average response times under two hours.

Multiple channels—including in-app chat, email, and an extensive knowledge base—ensure you can find answers on your schedule. New feature webinars and dedicated onboarding sessions help you extract maximum value from every upgrade.

External Reviews and Ratings

Across G2, Capterra, and Trustpilot, Close CRM consistently earns 4.5-star averages. Reviewers praise its speed, ease of use, and powerful built-in calling features. Many highlight the lead tracker filters as a game-changer for quickly identifying high-priority prospects.

Some feedback notes a learning curve for advanced workflows, but Close CRM’s support and documentation have been updated to address these gaps. Regular product releases and beta programs show the team listens closely to user suggestions.

Educational Resources and Community

Close CRM offers a wealth of free learning materials, including an official blog with deep dives into sales strategies, step-by-step tutorials, and monthly webinars led by industry experts. The user community forum fosters peer-to-peer support and idea sharing.

Additionally, Close Academy provides structured courses on topics like cold calling, email deliverability, and pipeline management. Whether you’re a newbie or a seasoned sales pro, there’s always something new to learn.

Conclusion

Optimizing your lead tracker process is the fastest way to boost conversion rates and shorten sales cycles. With built-in calling, automated workflows, AI email assistance, and detailed reporting, Close CRM centralizes everything your team needs to turn prospects into customers faster than ever. Mid-size and small teams alike benefit from quick setup, intuitive design, and consistent, measurable results. Ready to see the difference in your own sales pipeline? Try Close Free for 14 days Today.