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Close CRM is a customer relationship management platform that helps businesses manage and organize their customer interactions and data. It is a cloud-based platform that provides a range of tools to help businesses track and manage customer interactions, such as phone calls, emails, and meetings. With Close CRM, businesses can easily record and track customer interactions and use this information to create more personalized experiences for their customers. Close CRM also offers tools to help businesses analyze and manage customer data, including demographics, purchasing habits, and customer feedback. By using this data, businesses can get a better understanding of their customers and identify opportunities to improve their products or services.

In addition to these features, Close CRM provides tools to help businesses automate tasks and processes, such as lead generation and follow-up. These tools can help businesses save time and effort by automating repetitive tasks, freeing up their time to focus on more important tasks. By using Close CRM, businesses can improve their customer relationships, increase their efficiency, and better manage their data.

Close CRM is suitable for businesses of all sizes and a range of industries, including sales, marketing, and customer service. It is particularly useful for businesses that want to improve their customer relationships and increase their efficiency. With Close CRM, businesses can easily track and manage customer interactions and data, and use this information to create more personalized experiences for their customers.

Overall, Close CRM is a useful tool for businesses looking to manage and organize their customer interactions and data in one place. It offers a range of features and benefits to help businesses improve their customer relationships, increase their efficiency, and better manage their data. Whether you are a small business owner or a large corporation, Close CRM can help you streamline your customer management processes and improve your customer relationships.

 

TLDR – Close CRM Review Summary

 

How does Close CRM work?

 

Close CRM is a customer relationship management platform that helps businesses manage and organize their customer interactions and data. It is a cloud-based platform, which means that it is accessible from any device with an internet connection. To use Close CRM, businesses first create an account and set up their account settings, including their payment method and any integrations they want to use.

Once the account is set up, businesses can start adding and organizing their customer interactions and data. Close CRM provides a range of tools to help businesses track and manage customer interactions, such as phone calls, emails, and meetings. Businesses can use these tools to record and track customer interactions and use this information to create more personalized experiences for their customers. Close CRM also offers tools to help businesses analyze and manage customer data, including demographics, purchasing habits, and customer feedback. By using this data, businesses can get a better understanding of their customers and identify opportunities to improve their products or services.

In addition to these features, Close CRM provides tools to help businesses automate tasks and processes, such as lead generation and follow-up. These tools can help businesses save time and effort by automating repetitive tasks, freeing up their time to focus on more important tasks. Close CRM also integrates with a range of other tools and services, such as payment gateways and email marketing services, to help businesses streamline their workflow and connect to a variety of services.

Overall, Close CRM is a useful tool for businesses looking to manage and organize their customer interactions and data in one place. It offers a range of features and benefits to help businesses improve their customer relationships, increase their efficiency, and better manage their data. Whether you are a small business owner or a large corporation, Close CRM can help you streamline your customer management processes and improve your customer relationships.

 

Who is Close CRM for?

 

Close CRM is suitable for businesses of all sizes and a range of industries, including sales, marketing, and customer service. It is particularly useful for businesses that want to improve their customer relationships and increase their efficiency. Close CRM provides a range of tools to help businesses track and manage customer interactions, such as phone calls, emails, and meetings. It also offers tools to help businesses analyze and manage customer data, including demographics, purchasing habits, and customer feedback. These tools allow businesses to get a better understanding of their customers and create more personalized experiences for them.

Overall, Close CRM is suitable for businesses that want to manage and organize their customer interactions and data in one place. It offers a range of features and benefits to help businesses improve their customer relationships, increase their efficiency, and better manage their data. Whether you are a small business owner or a large corporation, Close CRM can help you streamline your customer management processes and improve your customer relationships.

Close CRM Pricing

 

Close CRM offers four pricing plans for businesses to choose from: Starter, Basic, Professional, and Business. Here is a detailed summary of these four plans:

1. Starter: The Starter plan is the entry-level plan for Close CRM. It is suitable for small businesses and startups that are just starting. The Starter plan includes basic CRM features, such as lead and contact management, email integration, and task management. It also includes integrations with popular tools, such as Google Calendar and Google Contacts. The Starter plan is priced at $29 per user per month.
2. Basic: The Basic plan is suitable for small to medium-sized businesses that need more advanced CRM features. It includes all the features of the Starter plan, plus additional features such as sales forecasting, pipeline management, and deal management. The Basic plan is priced at $69 per user per month.
3. Professional: The Professional plan is suitable for larger businesses that need a more advanced CRM solution. It includes all the features of the Basic plan, plus additional features such as custom fields, deal stages, and advanced integrations. The Professional plan is priced at $99 per user per month.
4. Business: The Business plan is the most advanced plan offered by Close CRM. It includes all the features of the Professional plan, plus additional features such as custom branding, advanced analytics, and customizable reports. The Business plan is priced at $149 per user per month.

Overall, Close CRM offers four pricing plans to suit the needs of businesses of different sizes and with different CRM requirements. The Starter plan is suitable for small businesses and startups, while the Basic, Professional, and Business plans are suitable for small to large businesses that need more advanced CRM features.

Close CRM Key Features

 

Close CRM is a customer relationship management platform that helps businesses manage and organize their customer interactions and data. Some of the key features of Close CRM include:

1. Lead and contact management: Close CRM provides tools to help businesses track and manage leads and contacts, including their contact information, interactions, and notes.
2. Task management: Close CRM provides tools to help businesses track and manage tasks, such as follow-up calls and emails.
3. Email integration: Close CRM integrates with email services, such as Gmail and Outlook, to help businesses track and manage customer interactions via email.
4. Sales forecasting: Close CRM provides tools to help businesses forecast their sales and track their sales pipeline.
5. Pipeline management: Close CRM provides tools to help businesses track and manage their sales pipeline, including deals and stages.
6. Deal management: Close CRM provides tools to help businesses track and manage deals, including their details, status, and notes.
7. Custom fields: Close CRM allows businesses to create custom fields to track and manage data that is specific to their business.
8. Deal stages: Close CRM provides tools to help businesses track and manage the stages of deals, including won and lost deals.
9. Advanced integrations: Close CRM integrates with a range of other tools and services, such as payment gateways and email marketing services, to help businesses streamline their workflow and connect to a variety of services.
10. Custom branding: Close CRM allows businesses to customize their branding, including the color scheme and logo.
11. Advanced analytics: Close CRM provides advanced analytics tools to help businesses track and analyze their customer data.
12. Customizable reports: Close CRM provides customizable reports to help businesses track and analyze their customer data.

Overall, these are some of the key features of Close CRM. It is a useful tool for businesses looking to manage and organize their customer interactions and data in one place.

1. Lead and Contact Management

Lead and contact management is a key feature of Close CRM, a customer relationship management platform. It helps businesses track and manage leads and contacts, including their contact information, interactions, and notes.

With lead and contact management, businesses can easily store and access all of their customer data in one place. They can add and update customer information, such as contact details, company information, and notes. They can also track customer interactions, such as phone calls, emails, and meetings, and add notes about these interactions to the customer’s profile. This helps businesses get a better understanding of their customers and create more personalized experiences for them.

Close CRM’s lead and contact management feature also includes tools to help businesses segment and classify their leads and contacts. They can create custom tags and categories to help organize their customer data and make it easier to find specific customers.

Overall, lead and contact management is a useful tool for businesses looking to track and manage their customer interactions and data in one place. It helps businesses get a better understanding of their customers and create more personalized experiences for them.

2. Task Management

Task management is a key feature of Close CRM, a customer relationship management platform. It helps businesses track and manage tasks, such as follow-up calls and emails.

With task management, businesses can create and assign tasks to team members and track their progress. They can also set deadlines and reminders for tasks to ensure that they are completed on time. This helps businesses stay organized and ensure that important tasks are not forgotten.

Close CRM’s task management feature also includes tools to help businesses prioritize tasks and track their progress. They can mark tasks as high, medium, or low priority and use the task management dashboard to see at a glance what tasks are due or overdue.

Overall, task management is a useful tool for businesses looking to track and manage their tasks in one place. It helps businesses stay organized and ensure that important tasks are not forgotten.

3. Email Integration

Email integration is a feature of Close CRM, a customer relationship management platform. It allows businesses to track and manage customer interactions via email.

With email integration, businesses can connect their email accounts, such as Gmail or Outlook, to Close CRM. This allows them to view and track their emails from within the Close CRM platform. They can also add notes and tags to emails to help organize their customer data and make it easier to find specific emails.

Close CRM’s email integration feature also includes tools to help businesses automate their email workflow. For example, they can set up automated email campaigns to follow up with leads or send emails to customers based on their actions or behaviors.

Overall, email integration is a useful tool for businesses looking to track and manage their customer interactions via email. It helps businesses stay organized and automate their email workflow to save time and effort.

4. Sales Forecasting

Sales forecasting is a feature of Close CRM, a customer relationship management platform. It helps businesses forecast their sales and track their sales pipeline.

With sales forecasting, businesses can get a clear view of their sales forecast for the current month and the next few months. They can see how much revenue they are likely to generate and which deals are likely to close. This helps businesses plan and budget for the future and make informed decisions about their sales strategy.

Close CRM’s sales forecasting feature also includes tools to help businesses track their sales pipeline. They can see which deals are in progress and which ones are likely to close soon. They can also see the stage of each deal and the likelihood of it closing. This helps businesses stay on top of their sales and ensure that they are meeting their sales targets.

Overall, sales forecasting is a useful tool for businesses looking to forecast their sales and track their sales pipeline. It helps businesses plan and budget for the future and make informed decisions about their sales strategy.

5. Pipeline management

Pipeline management is a feature of Close CRM, a customer relationship management platform. It helps businesses track and manage their sales pipeline, including deals and stages.

With pipeline management, businesses can see all of their deals in one place and track their progress. They can see the stage of each deal, the value of the deal, and the likelihood of it closing. This helps businesses stay on top of their sales and ensure that they are meeting their sales targets.

Close CRM’s pipeline management feature also includes tools to help businesses analyze their sales data. They can see how their sales are performing over time and identify trends and patterns. This helps businesses make informed decisions about their sales strategy and identify areas for improvement.

Overall, pipeline management is a useful tool for businesses looking to track and manage their sales pipeline. It helps businesses stay on top of their sales and make informed decisions about their sales strategy.

6. Deal management

Deal management is a feature of Close CRM, a customer relationship management platform. It helps businesses track and manage deals, including their details, status, and notes.

With deal management, businesses can see all of their deals in one place and track their progress. They can see the stage of each deal, the value of the deal, and the likelihood of it closing. They can also add notes and attachments to deals to keep track of important information and documents. This helps businesses stay on top of their sales and ensure that they are meeting their sales targets.

Close CRM’s deal management feature also includes tools to help businesses analyze their sales data. They can see how their deals are performing over time and identify trends and patterns. This helps businesses make informed decisions about their sales strategy and identify areas for improvement.

Overall, deal management is a useful tool for businesses looking to track and manage their deals. It helps businesses stay on top of their sales and make informed decisions about their sales strategy.

7. Custom fields

Custom fields are a feature of Close CRM, a customer relationship management platform. It allows businesses to create custom fields to track and manage data that is specific to their business.

Custom fields can be created for leads, contacts, and deals, and can be used to store a wide range of data. For example, businesses can use custom fields to store information about their customer’s preferences, the products or services they have purchased, or details about their company. This allows businesses to store and track additional data about their customers and deals in one place.

Custom fields can be created in a variety of formats, including text fields, dropdown lists, checkboxes, and date fields. This allows businesses to customize the data they store and how it is displayed in Close CRM.

Custom fields can also be used to classify and segment data. Businesses can create custom tags and categories to help organize their customer data and make it easier to find specific customers or deals. This can be particularly useful for businesses with large amounts of data or those that need to track specific types of information.

Overall, custom fields are a useful tool for businesses looking to track and manage data that is specific to their business. It helps businesses store and classify their data in a way that is tailored to their needs.

8. Deal stages

Deal stages are a feature of Close CRM, a customer relationship management platform. It helps businesses track and manage the stages of deals, including won and lost deals.

Deal stages allow businesses to see the stage of each deal in their pipeline and track its progress. They can see which deals are in progress, which ones are likely to close soon, and which ones have been won or lost. This helps businesses stay on top of their sales and ensure that they are meeting their sales targets.

Close CRM’s deal stages feature includes a range of standard stages, such as “New,” “Qualified,” and “Closed Won.” Businesses can also create custom stages to fit their specific sales process. This allows them to tailor the deal stages feature to their needs and track the specific stages of their deals.

Deal stages can be used to analyze sales data and identify trends and patterns. For example, businesses can see how many deals they have won or lost at each stage, or how long it takes for deals to move from one stage to another. This can help businesses optimize their sales process and identify areas for improvement.

Overall, deal stages are a useful tool for businesses looking to track and manage the stages of their deals. It helps businesses stay on top of their sales and make informed decisions about their sales strategy.

9. Custom branding

Custom branding is a feature of Close CRM, a customer relationship management platform. It allows businesses to customize the appearance of their Close CRM account with their branding, including their logo and colors.

With custom branding, businesses can create a cohesive and professional look for their Close CRM account. They can use their logo and colors to create a branded login page and dashboard that matches their website and other marketing materials. This helps businesses create a consistent and professional image for their business.

Custom branding is easy to set up and can be done from within the Close CRM account settings. Businesses can upload their logo and select the colors they want to use for their branding. They can then preview their branding and make any necessary changes before publishing it.

Custom branding can be a useful tool for businesses looking to create a professional image for their business and make their Close CRM account more visually appealing. It can help businesses create a cohesive and professional look for their account and establish their brand identity.

10. Advanced Analytics

Advanced analytics is a feature of Close CRM, a customer relationship management platform. It allows businesses to analyze their sales data and identify trends and patterns to optimize their sales process.

With advanced analytics, businesses can see how their sales are performing over time and identify areas for improvement. They can see how many deals they have won or lost, how much revenue they have generated, and how their sales are distributed across different stages and teams. This helps businesses make informed decisions about their sales strategy and optimize their sales process.

Close CRM’s advanced analytics feature includes a range of tools and charts to help businesses visualize their data. They can see their data in the form of graphs, charts, and tables, and filter and segment their data to see specific trends and patterns.

Advanced analytics can be a useful tool for businesses looking to optimize their sales process and make informed decisions about their sales strategy. It helps businesses identify trends and patterns in their sales data and make data-driven decisions about their sales strategy.

11. Customizable reports

Customizable reports are a feature of Close CRM, a customer relationship management platform. It allows businesses to create custom reports to track and analyze their sales data.

With customizable reports, businesses can create reports that are tailored to their specific needs. They can select the data they want to include in their reports and choose how it is displayed. This allows them to create reports that are relevant to their business and track the specific metrics that are important to them.

Close CRM’s customizable reports feature includes a range of templates and tools to help businesses create reports. They can choose from a variety of templates or create their custom report from scratch. They can also use filters and segmentation tools to drill down into their data and see specific trends and patterns.

Customizable reports can be a useful tool for businesses looking to track and analyze their sales data. It helps businesses create reports that are tailored to their specific needs and track the metrics that are important to them.

Close CRM Integrations

 

Close CRM can be integrated with over 100 other tools and services to enhance its functionality and make it more useful for businesses. Some of the tools and services that Close CRM can integrate with include:

• Email marketing platforms, such as Mailchimp and Campaign Monitor, to send targeted campaigns to leads and customers.
• Sales and marketing automation tools, like HubSpot and Pardot, to streamline and automate sales and marketing processes.
• Project management tools, like Asana and Trello, to manage tasks and projects related to customer interactions.
• Social media platforms, like Facebook and Twitter, to track and respond to customer inquiries and complaints on social media.
• Customer service and support platforms, like Zendesk and Freshdesk, to manage customer inquiries and support requests.
• E-commerce platforms, like Shopify and WooCommerce, manage orders and track customer purchases.

These are just a few examples, and the specific integrations available will depend on the version of Close CRM that you are using.

The Pros and The Cons

 

Although Close CRM is a useful tool, it is not perfect and has some drawbacks. In this review, we will take a look at both the pros and cons of Close CRM.

Pros of Close CRM:

• It can easily import leads in just a few minutes.
• The interface is user-friendly and easy to navigate.
• It has a customizable dashboard with custom fields.
• It offers automatic calling and flexible API.
• It has strong integrations and customizations.

Cons of Close CRM:

• The SMS feature is only available in certain countries (US, CA, GB, and AUS).
• SMS texts cost approximately $0.01 per outgoing message.
• There is no free Basic plan.
• It may be difficult for beginners to understand initially.

Overall, the only significant issue with Close CRM is the limited availability of the SMS feature. Other than that, it offers a range of useful features and customizations. However, it may take some time for beginners to fully understand how to use the tool.

Close CRM Competitors and Alternatives

 

There are many customer relationship management (CRM) tools available on the market, and Close CRM is just one option among many. Some of the main competitors to Close CRM include:

• Salesforce: One of the most well-known and widely used CRM platforms, Salesforce offers a range of tools and features for managing customer relationships, sales, and marketing.
• HubSpot: A popular CRM platform that also offers sales, marketing, and customer service tools. HubSpot has a free basic plan and a range of paid plans for businesses of all sizes.
• Zoho CRM: A comprehensive CRM platform that offers a range of tools for managing customer interactions, sales, and marketing. It has a free basic plan and a range of paid plans for businesses of all sizes.
• Microsoft Dynamics 365: A CRM platform that is part of the Microsoft Dynamics suite of business tools. It offers a range of features for managing customer relationships, sales, and marketing.
• Copper: A CRM platform specifically designed for small businesses, Copper offers a range of tools for managing customer relationships, sales, and marketing.

These are just a few examples, and there are many other CRM platforms available. The best option for your business will depend on your specific needs and budget.

Close CRM Review – Is it For You?

 

Close CRM is a comprehensive customer relationship management (CRM) tool that offers a range of advanced and automatic features to help businesses manage customer relationships and grow their revenue. It also includes tools for team collaboration and communication, making it a versatile all-in-one solution for businesses.

One potential downside to Close CRM is the limited availability and cost of the SMS feature, which is only available in certain countries and carries a per-message charge. However, there are several integrations available that allow users to communicate with their team without using the SMS feature. Close CRM also offers solid support to help users resolve any issues or questions they may have.

In addition to its advanced features and support, Close CRM is convenient to use as it is available on both mobile and desktop platforms. This allows users to access the tool from any location at any time. Overall, if you are looking for a comprehensive tool to manage customer relationships and collaborate with your team, Close CRM is a strong option to consider.

Close CRM Frequently Asked Questions (FAQ)