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Stick around—I’ll show you exactly how that limited discount works, break down every feature, pricing tier, and real-world benefit, and answer any lingering questions you might have. By the time you’re done reading, you’ll know why now is the ideal moment to jump in and start your 14-day free trial of Close CRM.

What Is Close CRM?

Close CRM is an all-in-one customer relationship management platform built specifically for small and growing sales teams that need speed, automation, and simplicity. Instead of cobbling together multiple tools for email, calling, follow-ups, and pipeline tracking, Close bundles everything in one intuitive interface. Teams can launch calls, send sequences of emails, manage leads, and automate repetitive tasks—all from a single dashboard. The result? Faster workflows, fewer admin headaches, and more deals closed.

Features

Close CRM packs a robust set of features that streamline every stage of the sales cycle. From instant phone dialing to advanced automation, here’s a closer look at what sets Close apart.

Built-In Calling and Power Dialer

One of Close’s signature features is its integrated calling capability:

• Click-to-call: Dial prospects directly from the lead view without switching apps.
• Power Dialer: Automatically loop through call lists with minimal downtime between calls, boosting talk time and productivity.
• Instant call recording: Capture every conversation for self-review or team training.

Email Sequences and Tracking

Close’s email functionality is built to maximize outreach efficiency:

• Automated sequences: Schedule follow-up emails at predefined intervals to nurture leads automatically.
• Real-time open/click tracking: See exactly when a prospect engages with your messages to time your follow-ups.
• Personalization tokens: Insert dynamic fields like {{FirstName}} or {{Company}} to keep emails personal at scale.

Centralized Inbox & Task Lists

Never lose track of your next action:

• Unified inbox: View all emails, SMS, and call tasks in one feed.
• Activity filters: Sort by lead status, date, or channel to focus on what matters now.
• Custom reminders: Set alerts for follow-ups or demos to ensure no opportunity slips through the cracks.

Advanced Reporting & Lead Management

Get clear visibility into performance metrics and lead pipeline health:

• Multiple pipelines: Manage different product lines or territories with separate visual pipelines.
• Custom fields & filters: Tag leads by industry, deal size, or source to create targeted lists and reports.
• Real-time dashboards: Monitor key metrics such as calls made, emails sent, meetings booked, and deals won.

Automations & Workflows

Trim the mundane admin tasks so you can focus on selling:

• Workflow triggers: Move leads between stages or teams automatically based on defined criteria.
• Task creation: Auto-generate follow-up tasks after calls or emails, ensuring consistent lead nurturing.
• Integrations: Connect with Zapier, Slack, or your favorite tools to extend automation across your tech stack.

AI Email Assistant

Leverage AI to write, tweak, and optimize your outreach copy:

• Smart suggestions: Get subject line and body text ideas that have higher open and reply rates.
• Personalization at scale: Craft dynamic messages based on prospect data without manual editing.
• Grammar & tone checks: Ensure your emails always sound polished and professional.

Pricing

Close CRM offers flexible plans to fit agencies, startups, and scaling enterprises. Here’s the breakdown:

Solo Plan

Ideal for independent consultants or entrepreneurs just getting started.

• Price: $9/month (billed monthly)
• Unlimited contacts & leads
• Built-in email, calling, SMS
• Multiple pipelines & basic filters
• Try for free: 14-day risk-free trial

Essentials Plan

Best for small teams that need a streamlined CRM without heavy automation.

• Price: $49/seat/month (billed monthly)
• All Solo features plus:
• Built-in email sequences
• Centralized inbox & tasks
• Advanced lead & activity filters
• Try for free: 14 days

Growth Plan (Popular)

Designed for teams ready to scale with advanced automation.

• Price: $109/seat/month (billed monthly)
• Includes Essentials plus:
• Automated workflows
• Power Dialer for lightning-fast calls
• AI Email Assistant
• Custom activity types
• Try for free: 14-day trial

Scale Plan

Perfect for larger organizations with complex compliance and admin needs.

• Price: $149/seat/month (billed monthly)
• Includes Growth plus:
• Role-based access & permissions
• Lead visibility rules
• Predictive Dialer
• Unlimited call recording
• Try for free: 14 days

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Benefits to the User (Value for Money)

Close CRM delivers exceptional ROI at every level. Here’s what you gain:

• Speed that translates to revenue: Close is up to 50% faster than competing CRMs, so you make more calls and send more emails in less time.
• All-in-one simplicity: No more juggling separate dialing, email, or SMS apps—everything lives within Close to minimize context switching.
• Fewer admin headaches: Automated workflows and task creation eliminate manual data entry, freeing you to focus on selling.
• Scalable architecture: Multiple pipelines, custom fields, and role-based access ensure Close grows with your business.
• Data-driven insights: Real-time dashboards and advanced reporting help you identify top performers and optimize strategies.
• Risk-free trial: Try any plan for 14 days with no commitment, and decide after you’ve seen the impact firsthand.

Customer Support

I’ve found Close’s support team to be exceptionally responsive. Whether you have a question about setup, need help fine-tuning a workflow, or encounter a technical hiccup, their email and live chat channels are staffed by knowledgeable reps who reply promptly and thoroughly. Each interaction feels personalized, as though you’re talking to someone who truly wants to see your team succeed.

Additionally, Close offers phone support for higher-tier plans, giving you direct access to experts when you have complex issues or need hands-on guidance. Their documentation library and tutorial videos are also top notch, so if you prefer self-service, you’ll find step-by-step guides for every feature.

External Reviews and Ratings

Close CRM consistently earns high marks on independent review sites:

• G2 Crowd: 4.7 out of 5 stars, praised for ease of use and customer support.
• Capterra: 4.8 out of 5, with users highlighting the powerful automation and call features.
• TrustRadius: 9.2 out of 10, noted for ROI and scalability.

Some of the constructive feedback mentions a slight learning curve for advanced workflows and the need for deeper native integrations with niche tools. Close’s product team is actively addressing these points by adding new integration partners each quarter and expanding their library of workflow templates to accelerate setup.

Educational Resources and Community

Beyond one-on-one support, Close offers a rich ecosystem of learning materials. Their official blog regularly publishes case studies, best-practice guides, and sales tips to help you maximize your investment. Video tutorials cover everything from account setup to building complex automation sequences.

There’s also a vibrant user community. You can join the Close CRM forum or the dedicated Slack workspace to swap ideas, share custom templates, and learn from other sales leaders. Periodic webinars and guest expert sessions provide ongoing training and networking opportunities.

Conclusion

By now, you can see how Close CRM streamlines your sales operations with a unified platform that’s built for speed, usability, and growth. From built-in calling and email sequences to advanced automation and AI assistance, every feature is designed to boost your productivity and close more deals.

Don’t miss out on this exclusive opportunity to Get up to 35% OFF on Close CRM annual plans Today. Click the link, start your 14-day free trial, and experience firsthand why Close is the CRM of choice for high-performance sales teams. Try Close CRM now and save big.