A client company’s sales team struggled to land new deals until they tried Close. After implementing the software into their operations, the team was shocked by the results; deals started pouring in left and right, leading to their biggest closed deal.
It’s easy to see why so many sales teams worldwide have been turning to Close for a significant boost in efficiency and effectiveness. Not only does it provide intuitive analytics that allows you to measure your team’s performance, but its UI is designed with busy sales reps in mind – making their job easier than ever before.
Whether you need an organized CRM platform or access to a massive database of prospects, Close can surely assist your sales team toward success!
A brief overview of Close
Close.com is an all-inclusive sales CRM with supreme adoption and efficiency, perfectly suited for startups and SMBs looking to drive revenue from leads. This platform offers industry-leading sales tools and the ability to utilize SMS, calling, and video in one central hub for multi-channel outreach!
No more do you have to toggle between programs and tabs – this platform takes care of it all for you automatically. Everything is made simple, from automatic reminders to data synchronization, so the only thing on your mind is closing those deals! By bringing every necessary function into one place, logging and organizing are easier than ever, leaving even more time for what’s important: closing the deal.
Reporting and analytics provide full transparency into your multi-channel outreach efforts, tracking calls, emails, and contacts with just 10 minutes of setup! Close’s CRM imports G Suite data so sales teams can easily work remotely. Developed by the remote sales team for their success, this platform gives powerful visibility to help lead and scale those same teams.
Founded in 2013, Close is a one-of-a-kind sales CRM with its headquarters in San Francisco. Steli Efti serves as the Founder and CEO, while Anthony Nemitz takes on the role of Co-Founder.
How your team can use Close
It is available on both Mac and Windows, with additional calling features within its app – all you need is a dependable internet connection to unlock this CRM’s full potential.
Features of Close to help your sales team
Close’s platform offers your sales team a treasure trove of tools, integrations, and reporting that can help generate faster revenues. With features like Smart Views, Calling, SMS & Video Conferencing, you can easily drive in more prospects!
Automate your workflow
To optimize your time, Close CRM offers automated reminders that give you a comprehensive overview of emails, voicemails, sales engagements, and tasks all in one place. Moreover, the pipeline view feature streamlines your workflow by prioritizing essential activities within your inbox – like making return calls or replying to SMS messages.
The CRM grants access to every member of your sales team, allowing them to track and survey the full extent of the sales process. You don’t even have to assign permission to each person manually – it’s automatic! Every employee can instantly view how far along their leads are in real-time, giving you unparalleled insight into what works best for your company.
Intuitive UI for hassle-free use
Your sales team will be able to quickly and conveniently navigate the Sales CRM with its intuitive, interactive user interface. With just a single click, they can access any of its features!
Streamline and monitor follow-ups for effortless productivity
With Close, you can keep tabs on your prospects’ interactions in one convenient place. It streamlines follow-ups and drip sequences while preserving high-performing templates for future use. All emails from Gmail, Microsoft Outlook, or any other email provider are accessible through this system – no IMAP/SMTP required!
Power dialer to automate outreach
Close Power Dialer enables sales teams to initiate calls rapidly using a single click, exponentially increasing the volume of outbound calls. This technology can facilitate up to 300 dials daily, with predictive capabilities that detect and transfer answered human calls to any representative in seconds. In short, Close Power Dialer is an advanced tool designed for maximum efficiency and effectiveness in running outbound calls!
Say goodbye to those dreadful moments when you hear the voicemail or ringing tone and have no idea how to handle it. With a predictive dialer, your calls will be completed without any interruption! Not only that but also Close’s call logging feature records duration times, forwards/transfers them to sales staff members efficiently, and produces high-quality audio from over 200 countries worldwide.
Call coaching
Additionally, the sales CRM provides Call Coaching to swiftly train your new reps and maximize your team’s growth with insights on top performers. Close also offers a Call Coaching Checklist designed to optimize sales performance – plus whisper and barge tools when you’re in the lead view! This powerful feature can take any operation from struggling to soaring.
Bidirectional email syncing
Close allows you to connect any app with its platform and exchange data effortlessly. In addition, follow-ups can be automated, custom templates shared among team members and a bulk email finder feature assists in procuring prospective customers’ emails for lead generation.
Easy and accurate email scheduling
Setting up a scheduled email sequence with Close is as easy as pie! Set your date and time for when you want to send the emails out, it will take care of them automatically. The scheduling system ensures emails are sent out exactly when they need to be, taking all the hassle away from manual sending.
Built-in SMS sender
The revolutionary one-click SMS feature lets your sales team connect instantly with potential customers. Furthermore, the automated text reminders help contacts remember upcoming appointments and enable you to directly respond back within Close. This innovative tool can be a game-changer for any business!
Video calling
Zoom helps you quickly book and execute video calls and conferences through Close with convenient automated reminder notifications that come five minutes before your next appointment.
Data tracking using static or dynamic search
With Close, track your lead’s data by creating and utilizing Smart Views. This allows you to input specific criteria for the system to automatically add or remove contacts from a list accordingly. Additionally, determine open, click-through, and response rates with just one glance – along with how many calls have been made!
Data export from Close CRM
Close not only allows you to move your outreach data into any spreadsheet or complex BI tool but also provides an ROI Calculator to analyze every campaign’s exact return on investment.
Close won’t leave your team hanging: training provided
When it comes to educating yourself on the best sales practices, Close is reliable and comprehensive. From webinars to newsletters, the CRM offers a wide selection of training materials that range from blogs and eBooks to YouTube videos. With this vast array of resources, you can quickly hone your skill set!
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The Close blog helps users become experts in sales briefs, follow-up procedures, software automation techniques, coaching methods, helpful strategies, and tips for success. All of this is supported by our easy-to-use tools that make learning more accessible and more efficient.
API documentation
For those looking to maximize their use of our platform, Close provides a “Close API Documentation” resource for training.
YouTube channel
To provide customers with the best video tutorials, Close has a YouTube channel filled with valuable tips and tricks on using their platform and running successful outreach campaigns.
Free sales resource
Close offers free eBooks and templates have been designed to get you results time and time again. Additionally, inside these eBooks are exclusive insights from the world’s most successful CEOs, entrepreneurs, and sales professionals that will teach you how to become a master in selling.
Weekly sales newsletter
Close offers an invaluable newsletter with comprehensive support and exclusive access to call and email templates, making it the ultimate instruction manual for any professional.
Webinars
Their webinars dive into subjects like becoming a master closer, supercharging your sales productivity, and more.
Startup sales bundle
This comprehensive bundle of sales strategies includes nine email templates, training on a successful sales process setup, and seven informative eBooks. Put these resources to use today and watch your business reach new heights!
Daily sales motivation
Fueling the ambitious spirit of its subscribers, Close delivers a one-minute video daily to its email list packed with sales motivation and inspiration.
Email sales course
Get ready to revolutionize your business in just thirty days with the Startup Sales Success Course! This exclusive training program is designed to help you build an effective sales model for your company, and it’s available now exclusively through email subscription. Don’t miss out on this fantastic opportunity – sign up today and start on the path to success!
CRM training resources
Boasting over sixty available resources, courses, workshops, and guides – you’re sure to find something that suits your needs.
Close.com software integrations
Close can be used for communication, marketing, prospecting, analytics and reporting, data & backup; it’s also compatible with many organizational tools. This makes the process of streamlining your business operations seamless!
For communication
Close integrates with:
- Zoom
- Slack
- Help Scout
- Gmail
- DocuSign
- Customer.io
- Mailchimp
- Unbounce
- Marketo
- Drift
- GetAccept
- Zendesk
- Highways.io
- JustCall
- PandaDoc
For Marketing
Marketing integrations are:
- Drip
- Facebook Lead Ads
- HubSpot
Prospecting integrations
To drive leads Close easily syncs with various prospecting software and applications, including:
- ActiveCampaign
- 99Inbound
- Allstate Lead Marketplace
- Better Proposals
- Clearbit
- LeadFuze
- Sonar
- Cardin
- Tribus
And the list goes on.
For analytics and reporting
The integrations available on Close.com are:
- Dreamdata
- Gong
- CommissionApp
- Jiminny
- Plecto
Integrations with organizational tools
For workflow management and cloud collaboration among team members, Close integrates with:
- Airtable
- Asana
- Calendly
- Process Street
- Trello
- Typeform
- Google Calendar
For data and backup
Close integrates with:
- Zapier
- ApIworx
- Integromat
- Cloud Elements
- LeadsBridge
- Retool
- Appinsight
- Stitch
- SnapAddy
- Stripe
- Workato
How much does Close cost?
Close provides four pricing plans that come with a 14-day free trial (no credit card required), and all of them include features such as calling, SMS, and email. Unfortunately, there is currently no free version available.
Starter, $25 per month, per user
The starter plan is the perfect fit for teams of 1-3 members, as it offers all essential CRM features like email support and self-service help center, calling, and SMS benefits. However, this package does have restrictions, including only three users allowed with 2500 leads each; one pipeline view across team members; five custom fields per user; no custom activities, but up to five email templates total.
Basic, $59 per month, per user
With the basic plan, you get all the advantages of a starter plan but with no restrictions on leads, templates, and custom fields. That’s not all – it also has extra features like roles & permissions, call forwarding capabilities, external phone numbers for sales outreach purposes, a leaderboard, and comparison reporting options to help scale up your business. However, there are some limitations, such as 30 user limits per account, only one pipeline view, and just one custom activity allowed per user.
Professional, $89 per month, per user
The Professional plan is ideal for streamlined outreach, offering integrated Email Sequences and Power Dialer. Not to mention all the Starter and Basic Plan perks with a bonus of email and domain filtering features! The only downfalls are that it allows a maximum capacity of 100 users, three pipeline views, five custom field activities, and 7-day voice recordings saving.
Business, $129 per month, per user
Unlock the full potential of your business with our all-inclusive CRM and sales productivity plan. Close’s comprehensive solution includes unlimited users, up to ten pipeline views, 200 custom activities, and much more! There are no limitations or hidden fees; get started for success tomorrow.
Close Affiliate Program
With its Partner Program, Marketing Partnerships, and Integration Support with its CRM, Close invites you to join them in revolutionizing how businesses interact.
Close Partner Program
Close Affiliate Program is the perfect choice for Close customers, web affiliate managers, sales and marketing agencies, consulting firms, and system integrators. With a 10% recurring commission based on the plan purchased by referral, there’s even more incentive to get involved! If your referred customer upgrades their pricing plan – so does your commission, so you can earn even greater rewards. To ensure that you receive this income quickly & efficiently, Close CRM has partnered with PartnerStack: it streamlines parts of any partner program and excitingly drives recurring revenue.
Marketing partnerships
Close offers marketing partnerships to companies and sales brands, helping them expand their reach and engage with their target audience. By investing in these efforts, organizations can take advantage of the long-term benefits this brings through improved brand value.
Integration partners
In addition to the two partner programs we offer, Close CRM also has an Integration Partner Program. With this program, you can connect your product seamlessly with our platform.