Close Review

Transform Your Sales Process. Boost Productivity. Close More Deals.

What is Close?

Close is a powerful all-in-one CRM specifically designed for small business sales teams. It simplifies and automates the sales process, allowing teams to focus on selling instead of getting bogged down by clunky tools and manual tasks.

With Close, you can manage your entire sales pipeline from one unified interface. Integrated calling, SMS, and email capabilities ensure seamless communication with prospects. Close's intuitive design and automation features significantly enhance sales productivity.

Close is perfect for small to medium-sized businesses aiming to streamline their sales processes and close more deals with less effort.

The Go-to-Market Challenges Close Solves

Problems Close Solves

Close is designed to solve several key problems faced by small business sales teams:

1. Slow, clunky CRM workflows
   • Traditional CRMs can be complex and time-consuming.
   • Close streamlines data entry and access, boosting sales velocity by up to 50%.
2. Disconnected sales communication channels
   • Reps often juggle separate tools for phone, email, and text.
   • Close brings calling, SMS, and email into one unified interface.
   • Faster communication without switching context.
3. Manual follow-up and admin tasks
   • Reps get bogged down by repetitive follow-ups and logging activities.
   • Close automates key tasks like scheduling reminders and sending follow-up messages.
   • Automation reduces admin work so reps can focus on selling.
4. Lack of visibility into sales pipeline
   • Small teams need an easy, visual way to track deals.
   • Close provides clear pipeline visualization and management.
   • Customizable reports and dashboards offer sales insights at a glance.
5. Difficulty staying organized on the go
   • Outside sales reps need easy mobile access to CRM data.
   • Close offers mobile apps to view and update customer info from anywhere.

In summary, Close solves the core problems of clunky tools, manual busywork, and poor visibility. Its streamlined, automated, and mobile-friendly approach helps teams work faster and close more deals.

The Benefits of Close

Streamline Your Sales Process

• All-in-one CRM solution unifying communication channels.
• Visual sales pipeline management with easy drag-and-drop.
• Custom sales pipelines to match specific sales processes.

Boost Sales Team Productivity

• Automatic logging of calls, emails, and texts.
• Set task reminders and schedule meetings directly from Close.
• Mobile app for on-the-go access to deal info and contacts.

Gain Actionable Sales Insights

• Intuitive dashboards and reporting to visualize sales activity.
• Real-time sales analytics and forecasting tools.
• Custom reports to track vital KPIs.

Integrate with Your Key Tools

• Integrations with 100+ popular sales and marketing tools.
• Connects with email, calendar, marketing automation, and more.
• Open API for custom integrations and workflows.

Scale with Powerful Automation

• Built-in sales dialer for quick calls and pre-recorded voicemails.
• Automated lead nurturing with personalized email sequences.
• Rule-based lead assignment for efficient routing.

User Reviews of Close

G2 Reviews

Overall Rating: 4.7/5 Top 3 Competitors: Salesforce Sales Cloud, HubSpot Sales Hub, Pipedrive

Positive Quotes:

1. "Close is very fast-paced. The integration with Gmail and SMS streamlines the process daily." Morgan R. - 5/5
2. "It's one of the most easy-to-use and complementing CRM." Verified User - 5/5
3. "The simplicity of the software. The flexibility in its functionality is second to none." Verified User - 5/5

Concerns:

• Missing Features
• Call Issues
• Limited Features

General Sentiment: Overall, users find Close to be a fast, easy-to-use CRM with excellent integration capabilities. However, there are some concerns about missing features and call issues.

Positive Reviews:

• Easy to use
• Excellent integration
• Fast performance

Negative Reviews:

• Missing features
• Call issues
• Limited advanced features

Read more reviews on G2

Reddit Reviews

Overall Sentiment: Reddit users generally find Close to be a solid choice for small to midsize sales teams. It's praised for its ease of use and built-in communication tools.

Read more on Reddit

Integrations and Compatibility

Close offers a range of native integrations, a Zapier integration with 1000+ apps, and an open API for custom integrations. Supported integrations include:

• Google Apps (Gmail, Calendar, Sheets, etc.)
• Microsoft Office 365
• Mailchimp
• Slack
• Facebook Lead Ads

Close FAQ

What does Close do?

Close is an all-in-one CRM solution designed for high-growth sales teams. It integrates communication channels, contact info, and sales tasks into one workspace. Key features include integrated calling, SMS, email, visual sales pipeline management, sales automation, customizable reporting, and a mobile app.

How easy is it to set up Close?

Close is user-friendly and doesn't require technical expertise. Import your data via CSV or native integrations. Most users are up and running within a day. Free data import assistance and training are provided.

What makes Close different from other CRMs?

Close stands out for its simplicity and all-in-one communication. Key differentiators include built-in calling, SMS, and email, 2-way email sync, simple interface, Zapier integration, predictive dialing, and a mobile app.

Can Close integrate with other tools?

Yes, Close offers a range of native integrations, a Zapier integration, and an open API for custom integrations. Native integrations include Google Apps, Microsoft Office 365, Mailchimp, Slack, and Facebook Lead Ads.

What are Close's pricing plans? Are there hidden fees?

Close offers three pricing plans: Basic ($25/user/month), Professional ($65/user/month), and Business ($145/user/month). All plans include unlimited contacts, leads, deals, and pipeline customization. There are no setup fees, cancellation fees, or hidden charges.

Is there a free trial for Close?

Yes, Close offers a free 14-day trial of the Professional plan. No credit card is required upfront. You can upgrade, downgrade, or cancel anytime during or after your trial.

What kind of customer support does Close provide?

Close offers free email support, help center access, live chat, and a community forum. Paid support through the Business plan includes priority email/chat support and a dedicated Customer Success Manager. The support team is available 24/7.

Who is Close ideally suited for?

Close is best suited for small to medium-sized businesses, especially B2B startups and high-growth sales teams. It benefits industries like SaaS, agencies, consulting, recruiting, real estate, and financial services.

By combining Close CRM with other best-in-class GTM tools, you can build a powerful tech stack to take your growth to the next level.

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