Searching for the ultimate guide to sales dashboards? You just landed on the right page. I’ve spent years optimizing data visualization in CRMs, and if there’s one tool that stands out, it’s Try Close Free for 14 days Today. It simplifies how you track metrics and helps your team stay focused on closing deals.

Managing complex pipelines and diverse contacts can be overwhelming. With so many moving parts, you need a tool that offers speed, clarity, and automation. That’s where Close CRM comes in. Established in 2013, adopted by thousands of small businesses worldwide, and recognized for its ease of use, Close CRM lets you set up powerful sales dashboards in hours, not weeks. Ready to elevate your sales process? Try Close Free for 14 days Today.

What is Close CRM?

Close CRM is an all-in-one customer relationship management platform designed for growing teams that sell fast and prioritize strong customer relationships. Built for speed and usability, Close CRM delivers a robust environment for creating, customizing, and analyzing sales dashboards without requiring advanced technical skills.

Close CRM Overview

Close CRM was founded in 2013 with a mission to eliminate the clutter and complexity of traditional CRMs. From the beginning, the team focused on fast data entry, built-in calling and emailing, and visual pipelines that let sales reps see exactly where every deal stands.

Over the past decade, Close CRM has grown from a lean startup to a trusted partner for thousands of small and mid-size businesses. Milestones include surpassing 10,000 active users in 2017, launching advanced automations in 2019, and rolling out AI-powered email assistance in 2022.

Pros and Cons

Fast setup: Get your account up and running in hours, not weeks. You won’t need a developer or IT specialist to configure your dashboards.

Built-in calling and SMS: Reach prospects directly from the CRM without juggling external tools, keeping all call data on your dashboard.

Automated workflows: Eliminate manual data entry and reminders, freeing your team to focus on outreach and closing.

Customizable pipelines: Visualize every stage of your sales process and adapt your sales dashboards to match your unique workflow.

AI Email Assistant: Generate personalized email drafts in seconds, ensuring consistency and saving time on repetitive tasks.

All-in-one approach: Stop paying for multiple tools—email, calls, SMS, and pipeline tracking all live within Close CRM.

Cons:

Some advanced reporting features require the Scale plan, which may exceed budget for very small teams.

While the user interface is intuitive, users unfamiliar with CRMs may need a brief learning curve to build custom dashboards.

Features

Close CRM packs powerful features designed to streamline sales processes and deliver actionable insights through robust sales dashboards.

Automated Workflows

Set triggers for emails, calls, and task assignments to run automatically based on prospect behavior.

• Create follow-up sequences after missed calls or unopened emails.
• Assign tasks to team members when deals enter specific pipeline stages.
• Update lead statuses without manual intervention.

Power Dialer & Predictive Dialer

Make high-volume outreach effortless with built-in dialing tools that optimize call rates.

• Power Dialer for sequential calling lists.
• Predictive Dialer that adjusts call cadence based on agent availability.
• Automatic call recording and logging for quality control.

Advanced Lead & Activity Filters

Slice and dice your data to focus on top opportunities and track performance metrics.

• Filter by custom activities, last contacted date, deal value, and more.
• Save filter presets to reuse across dashboards.
• Combine multiple conditions for granular insights.

AI Email Assistant

Generate personalized email content in seconds, ensuring every message is relevant and engaging.

• Use templates for common outreach scenarios.
• Leverage AI suggestions to improve open rates.
• Track email performance directly in your dashboards.

Close CRM Pricing

Close CRM offers transparent monthly plans tailored to teams of all sizes. Get started with Try Close Free for 14 days Today and see which plan fits your needs.

Solo Plan

• Price: $9/month
• Ideal for solo founders and freelancers
• Includes basic pipeline, calling, and email features

Essentials Plan

• Price: $49/seat/month
• Ideal for small teams
• Unlimited contacts & leads
• Centralized inbox & task lists
• Multiple pipelines

Growth Plan

• Price: $109/seat/month
• Ideal for teams needing automation
• All Essentials features
• Automated workflows
• Power Dialer & AI Email Assistant
• Custom activities

Scale Plan

• Price: $149/seat/month
• Ideal for scaling organizations
• All Growth features
• Role-based access & permissions
• Lead visibility rules
• Predictive Dialer & unlimited call recording

Close CRM Is Best For

Whether you’re a solo founder or part of a rapidly growing sales team, Close CRM adapts to your needs.

Solo Entrepreneurs

Keep costs low and productivity high with the Solo Plan. Visualize your entire pipeline and handle all outreach in one place.

Small Sales Teams

Leverage centralized dashboards and task lists to coordinate efforts, track progress, and ensure no lead falls through the cracks.

Scaling Organizations

Use role-based permissions, visibility rules, and predictive dialing to manage large teams and maintain data security while driving revenue growth.

Benefits of Using Close CRM

• Faster deal cycles: Up to 50% speed improvements over other CRMs reduce the time between lead capture and close.
• Higher contact rates: Integrated dialing and SMS tools help you reach more prospects daily.
• Automated admin: Let workflows handle reminders and status updates so your team focuses on selling.
• Clear visibility: Customizable sales dashboards show exactly where every opportunity stands.
• Scalable platform: Add seats, pipelines, and automations as your team grows without platform migration headaches.
• Seamless integrations: Connect email, calendars, and third-party tools directly to Close CRM for single-pane-of-glass management.

Customer Support

Close CRM’s support team is known for fast response times and deep product knowledge. Whether you reach out via live chat, email, or the help center, you’ll find clear, actionable guidance within minutes.

Beyond reactive support, Close CRM offers detailed help articles, video tutorials, and onboarding sessions to get your team up to speed. New feature announcements and best-practice webinars ensure you’re always leveraging the platform effectively.

External Reviews and Ratings

Users on G2 and Capterra consistently praise Close CRM for its intuitive interface and powerful automations. Many highlight how sales dashboards helped them uncover hidden bottlenecks and boost conversion rates by double digits.

Some critiques mention the learning curve around custom reports and advanced filtering. Close CRM addresses this by adding more prebuilt dashboard templates and expanding its knowledge base with walkthrough videos.

Educational Resources and Community

Close CRM maintains an active blog featuring best practices, industry trends, and in-depth tutorials on building and interpreting sales dashboards. Monthly webinars with sales experts, an online community forum, and hands-on workshops ensure continuous learning.

Additionally, the Close CRM Academy offers certification courses on pipeline management, email outreach strategies, and automation workflows, making it easier for teams to become power users quickly.

Conclusion

In a world where data drives decisions, robust sales dashboards are essential for steering your team toward predictable revenue growth. Close CRM combines speed, automation, and ease of use to give you a centralized view of your pipeline, communication tools, and performance metrics all in one place. If you’re ready to transform your sales process and close more deals, Try Close Free for 14 days Today.

Drive smarter growth with Close CRM—Try Close Free for 14 days Today.