Close CRM Review – Pricing, features with pros and cons

In this Close CRM review, you'll find more information about its features, pricing, pros and cons and why you should consider using it.
9.2/10 (Expert Score)
Product is rated as #5 in category Customer Relationship Management
9.2Expert Score
The CRM built for growth

Close CRM is a powerful sales automation platform that helps businesses manage their sales processes, track leads, and nurture customer relationships.

Customer support
8.9
Value for money
9.3
Ease of use
9.2
Features
9.3
Pros
  • Integrated calling, SMS, and email for streamlined customer communication.
  • Progress tracking, bottleneck identification, and data-driven decision-making.
  • Valuable performance insights for optimized strategies.
  • Collaboration promotion for aligned teamwork in closing deals.
  • Data transfer ease and comprehensive customer interaction view.
Cons
  • It may have a learning curve for new users who are unfamiliar with its features and functionalities
  • Some businesses may find the cost to be higher as compared to other CRM solutions
  • Allows SMS service for only a few specific countries
  • Not suitable for businesses having a sales team consisting of more than 100 member

If you are running a product-based business or you are providing some kind of service to the customers. Then you must have a sales team that does all the promotion of your products or services.

These are the people who would do all the promotion and hard work for your business to progress. Because if your sales team is competent then you will get good customers for whatever you offer. But the sales team has to do a lot of manual work.

They keep looking for the leads manually and try to connect with each and every person that they think will be useful to the business or will be interested in buying your product or services.

In order to automate the manual hard work of the sales team and provide them with the ease of connecting with the leads, different platforms have been launched.

Close CRM is one such platform that helps you in connecting with your leads and manage your sales pipelines.

Click on “open” if you want to see exactly what we will talk about in the rest of this article.

Overview

What is Close CRM?

Close CRM is a game-changing sales platform that equips sales teams with the tools they need to achieve outstanding results. The platform has a user-friendly interface and offers many great features that help in revolutionizing the sales process.

Thus, making it more efficient, productive, and ultimately more successful. Close CRM also offers different powerful communication functionalities like integrated calling, SMS, and email functionalities that allow sales representatives to reach out to the leads with ease.

Close CRM also offers email templates, personalized sequences, and automated follow-ups which ensure that no lead is left untouched and every opportunity is maximized.

The platform also provides a detailed view of the sales pipeline which allows the teams to track progress and identify bottlenecks. This is useful for making data-driven decisions.

The customizable reporting and analytics features offer valuable insights into team performance that allow managers to identify top performers, optimize sales strategies, and drive revenue growth.

Collaboration is also made easy with Close CRM’s team inbox and shared contacts which ensures that everyone is aligned and working together towards closing deals.

Task management and reminders also keep sales professionals organized and focused on their priorities.

Apart from all that, Close CRM allows integration with popular CRM systems to ensure a smooth transfer of data and provide a holistic view of customer interactions.

It also offers a robust API that allows for further customization and integration with other business tools.

So, it can be said that Close CRM is a sales platform that empowers sales teams with the necessary tools to run their processes smoothly, improve productivity, and drive revenue growth.

Its user-friendly interface, features, and integrations make it a valuable asset for any sales organization looking to achieve outstanding results.

Close CRM specifications

FeaturesAutomate dialers and SMS / Communication / Customer Support / Integration with other platforms / Reports and Analytics
Best suited forSmall businesses, Mid size businesses, Large enterprises
Website languagesEnglish
Website URLVisit official website
Support linkSupport page
Live chatNo
Company addressSan Francisco, California
Year founded2013

Pricing

Close CRM pricing: How much does Close CRM cost?

Close CRM offers flexible pricing plans to fulfill the needs of different businesses. The pricing is based on a per-user, per-month model, with different tiers available.

It offers three different plans for users, namely Startup, Professional, and Enterprise. You can subscribe to any one of those plans and enjoy different perks for each. The plans include features such as calling, email automation, reporting, and integrations.

You may find the pricing plans offered by Close CRM to be relatively higher as compared to other CRM solutions but the features and functionalities that Close CRM offers justify all the prices and pricing plans.

Close CRM also offers a 14-day free trial that allows you to test the platform before committing to any of the paid plans. Once the trial period is over, then you will have to pay for any of the pricing plans if you want to continue using the Close CRM.

The pricing plans are transparent and scalable which allows businesses to choose the most suitable option based on their team size and requirements.

So, the pricing plans of Close CRM provide a fair value proposition, considering the range of features and benefits offered.

Pricing rangeFrom $99 to $699 per month
Pricing typesMonthly subscription
Free planYes
Free trialYes, 14 days
Money back guaranteeNo
Pricing page linkSee plans

Close CRM pricing plans

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Startup Plan ($99/Month)

It includes the following features:

  • allows export and import of leads
  • Task assignments for yourself and your team
  • Single Pipeline for tracking activities and products
  • Reminders about upcoming meetings
  • A single template for recording your activities
  • Provides calling and SMS features
  • includes 3 users only, but if you want to increase users $29/Month is charged for each new user

Professional Plan ($299/Month)

It includes all features of the Startup plan, plus:

  • Allows multiple templates for recording your activities
  • The number of Pipelines for tracking your products is increased to three
  • Call recordings are retained for 30 days
  • it also includes 3 users only, and for every new user you pay $99/per Month

Enterprise Plan ($699/Month)

It includes all features of the Professional plan, and:

  • Pipelines for tracking products are increased by up to 10
  • allows the creation of unique CRM objects for your leads
  • also includes voicemail
  • Call recordings are retained for an unlimited time
  • includes 5 users, but new users can be added by paying $139/ per Month for each new user

Features

Close CRM features: What can you do with it?

Communication

You can supercharge your sales cycle with advanced email, call, and SMS features. You can sync your work email, calendar, and team communications in one central place.

Close CRM equips sales reps with the tools they need to navigate lead lists and maximize productivity.

Automate dialers and SMS

Use the power of Sequences to automate email, call, and SMS campaigns to ensure targeted communication.

With the automation features of Power Dialer and Predictive Dialer, you can accelerate your calling outreach for maximum efficiency.

Let Close handle the heavy lifting while you reap the rewards of a well-optimized and automated sales process.

Reports and Analytics

Using the built-in dashboards or customized reports you can gain valuable insights into your sales pipeline. Identify and address any leaks in your sales funnel with the Sales Funnel Report.

You can optimize your sales processes and maximize your team’s productivity and success with the help of these powerful reporting features.

Integration with other platforms

Close CRM offers integration with over 100 platforms like no-code and Zapier, etc. You can access additional information about your leads by jumping to other websites and tools.

With the help of these integrations, you can access comprehensive information and enhance your productivity.

Customer Support

Close CRM provides customer support through multiple channels like email and live chat. It ensures that you have prompt assistance whenever you have questions or encounter any issues while using the platform.

Their support team is committed to delivering a great experience and helps you in making the most of Close CRM.

Conclusion

Close CRM review: Why you should use it?

Close CRM stands out as a powerful sales automation and productivity tool designed to empower sales teams. Its interactive interface, robust features, and integrations provide a solution for managing leads, tracking deals, and nurturing customer relationships.

It emphasizes efficiency and automation which helps sales professionals save time and focus on building meaningful connections with prospects and clients.

The advanced reporting and analytics capabilities provide valuable insights to make data-driven decisions and optimize sales strategies.

The pricing plans are slightly higher compared to other platforms but it offers more features as well.

So, it would be fair to say that Close CRM evolved as a trusted and reliable solution for businesses of all sizes which enables them to generate revenue, improve their sales efficiency, and create lasting customer relationships.

FAQ

Frequently Asked Questions

Can I integrate Close CRM with other tools?

Yes, Close CRM allows integration with popular tools like email providers, calendars, and communication platforms to enhance your sales workflow.

Does Close CRM offer mobile access?

Yes, it provides a mobile app that allows you to access your sales data, contacts, and deals on the go. So that you can stay productive from anywhere.

Can I customize Close CRM to fit my sales process?

Yes, Close CRM has customization options that allow you to customize and personalize the platform according to your own preferences and choices.

Does Close CRM provide customer support?

Yes, it offers dedicated customer support through various channels, including email and live chat that assists you with any question or issue.

Close CRM Review – Pricing, features with pros and cons
Close CRM Review – Pricing, features with pros and cons

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9.2 / 10