Searching for the ultimate guide to sales dashboards? You’ve just landed on the right page. With Close CRM, you can gain real-time visibility into every stage of your pipeline and turn data into actionable insights.

I know how challenging it can be to keep track of leads, communications, and follow-ups all at once. I’ve been there, spending hours pulling data from different tools only to lose time switching contexts. That’s why I trust Close CRM, a platform trusted by growing teams for its speed and simplicity. Now you can Try Close Free for 14 days Today and see real-time results for yourself.

What is Close CRM and how it transforms sales dashboards

Close CRM is an all-in-one customer relationship management solution designed to centralize your contacts, calls, emails, pipelines, and real-time sales dashboards into one intuitive interface. By automating administrative work and surfacing live performance metrics, it empowers teams to focus on closing deals instead of wrangling spreadsheets.

Close CRM Overview

Founded with the mission to simplify sales for small and mid-sized teams, Close CRM launched in 2015 when its creators grew frustrated by slow, clunky CRMs that required IT expertise. They envisioned a faster, more user-friendly alternative—one built around real-time sales dashboards and native communication tools.

Since then, Close CRM has scaled rapidly, serving thousands of customers across industries. It has been recognized by software review sites for its blazing speed—up to 50% faster than competing CRMs—and praised for reducing onboarding time from weeks to hours.

Pros and Cons

Fast, Intuitive Interface: Navigate your sales dashboards and pipelines without lag, so your team can spend more time selling and less time waiting.

All-in-One Communications: Make calls, send emails, and log SMS messages directly within Close CRM—no third-party apps required.

Automated Follow-Ups: Let built-in automations remind you when to reconnect with prospects, ensuring no lead slips through the cracks.

Robust Reporting: Generate customizable reports to understand conversion rates, team performance, and revenue forecasts in real time.

Quick Onboarding: Get started in hours rather than weeks—no coding or complex setup needed.

Seamless Integrations: Connect with popular tools like Slack, Zapier, and more to fit Close CRM into your existing workflow.

Complexity for very small teams: Some features may be more than a one-person operation needs.

Limited advanced customization: Power users might find deeper analytics require external BI tools.

Features

Close CRM’s feature set is built around providing clear, actionable insights through sales dashboards and streamlined workflows. Here’s a closer look:

Real-Time Sales Dashboards

Track key metrics as they happen. From call volume and email opens to deal stage progression, every chart updates live so you can pivot quickly.

• Customizable widgets for calls, emails, and pipeline health
• Filter by rep, team, or time period for granular analysis
• Shareable links to dashboards for remote teams

Pipeline Management Sales Dashboards

Visualize every deal in your funnel and pinpoint bottlenecks. Move opportunities through stages with drag-and-drop ease.

• Pipeline views by stage, value, or close date
• Quick add or edit deal details directly on the board
• Forecasting tools to predict revenue trends

Automated Workflows Sales Dashboards

Automate repetitive tasks like follow-up reminders, task assignments, and status updates—so nothing falls through the cracks.

• Rule-based triggers for email sequences
• Task creation on deal stage changes
• Auto-assignment of leads to reps based on custom criteria

Integrated Communications Sales Dashboards

All calls, emails, and SMS logs feed directly into your sales dashboards, giving you a unified view of every interaction.

• VoIP calling with call recording and transcription
• Email syncing and tracking with templates
• Two-way SMS messaging for rapid outreach

Advanced Reporting Sales Dashboards

Dive deeper into performance trends with detailed analytics on rep activity, conversion rates, and campaign ROI.

• Custom report builder with scheduled exports
• Comparison reports to spot growth opportunities
• Data filters to isolate the metrics that matter most

Close CRM Pricing

Close CRM offers transparent pricing plans to fit teams of all sizes. Each plan includes unlimited pipelines and real-time sales dashboards.

Starter Plan Sales Dashboards

Price: $29/user/mo. Ideal for small teams just getting started with CRM and dashboarding.

• Unlimited contacts and leads
• Core email and calling features
• Basic sales dashboard widgets

Professional Plan Sales Dashboards

Price: $69/user/mo. Best for growing teams needing automation and advanced reporting.

• Automated sequences and workflows
• Enhanced dashboard customization
• API access and integrations

Business Plan Sales Dashboards

Price: $99/user/mo. Built for sales leaders requiring enterprise-level analytics and support.

• Advanced permission controls
• Dedicated account manager
• Custom onboarding and training

Close CRM Is Best For

From solo entrepreneurs to scaling startups, Close CRM adapts to various sales environments.

Small Sales Teams

Get organized with minimal setup. Track every outreach and close more deals without complexity.

Growing Startups

As you add reps, maintain real-time insights into performance. Automated tasks free your team to sell.

Sales Managers

Use live dashboards to coach reps and identify training needs. Forecast revenue with confidence.

Benefits of Using Close CRM for Sales Dashboards

Centralizing your data in one platform delivers transformative advantages:

• Instant Visibility: No more manual reporting—see your team’s activity in real time with Close CRM.
• Improved Productivity: Automations reduce busywork so reps can focus on high-value conversations.
• Faster Onboarding: Intuitive dashboards mean new hires learn the ropes in hours, not weeks.
• Accurate Forecasting: Live pipeline health metrics let you predict revenue with precision.
• Seamless Collaboration: Share dashboard views with stakeholders or embed them in team portals.

Customer Support

Close CRM’s support team is available via live chat and email, with average response times under one hour. Whether you have a quick question or need help configuring automations, experts are on hand around the clock.

Enterprise plans include a dedicated account manager and custom training sessions. Every user also gains access to an extensive knowledge base packed with walkthroughs and best practices.

External Reviews and Ratings

Users consistently praise Close CRM’s speed and simplicity, often noting that its real-time sales dashboards set it apart. On major review sites, it averages 4.6 out of 5 stars, with highlights around call-tracking accuracy and pipeline visualization.

Some feedback points to deeper analytics gaps for advanced BI teams. Close CRM addresses this by offering robust API endpoints and CSV exports so you can build custom reports externally.

Educational Resources and Community

Close CRM maintains an active blog, video tutorial library, and monthly webinars covering topics from dashboard best practices to sales coaching tips. New users can join a vibrant Slack community to share templates, dashboard designs, and success stories.

Conclusion

Real-time sales dashboards are essential for any growing team that wants to stay ahead of its numbers, coach effectively, and close more deals. From intuitive pipeline boards to automated workflows, Close CRM brings everything together in one streamlined interface.

Ready to transform your sales process? Try Close Free for 14 days Today and experience the power of real-time insights.