Countless businesses rely on a customer relationship management (CRM) system. It helps with their overall sales pipeline. Not only that, the CRM streamlines it and makes it easy for you to connect and convert your leads into customers. Among the many CRM systems out there, Close is one of the leading choices. But what makes Close a contender among the popular ones? Here’s a closer look at our review of the CRM software in this Close review.
Close Review: An Overview
Close is a CRM system that allows you to perform email outreach tasks, view sales forecasts, communicate with prospects and leads, and integrate apps. This CRM is ideal for small to mid-sized businesses looking to make their sales team more efficient. Plus, it’s to automate their workflow as well.
Zapier and Toggl are the most notable users of the Close CRM.
If you have a current CRM but are thinking of switching to Close, you can do it for free.
Close Features and Tools
The Close CRM system is loaded with so many features and processes that will make your sales workflow more efficient. Let’s take a look at all the features in this Close review.
No need to waste time dialing manually on your phone. Input the numbers of your prospects and customers, and you don’t have to leave the software to make a call. They have two powerful calling tools: power dialer and predictive dialer.
The Power Dialer feature will help you move on to a new lead immediately once the call from the previous one is over.
Meanwhile, Predictive Dialer will help speed up your call time with leads. Instead of wasting minutes seeing if a lead answers the phone, Close’s Predictive Dialer knows when your lead is available to answer the phone. It will even know if the other line has an automated voice message or is busy.
Integration is also a key factor as to why many use Close as their CRM. You can integrate your primary email software to Close without ever needing to open those apps. In addition, all of your leads and email history will be available once synced to Close.
Aside from the email integration, you can also integrate Zoom in Close. You don’t have to leave the Close dashboard to make a video call. This allows you to take notes in Close’s dashboard. Plus, when you sync your Zoom account, it will also sync your recording.
One of the best features of the Close CRM is email sequences. You can automate follow-ups or check-ins with a push of a button. Send it to one lead or to a group you’ve filtered on your dashboard. You can even schedule when you send your emails.
If your company also uses SMS for its sales processes, Close can be the best CRM option. They have built-in software where you can send a text to your prospect or lead. Then, you can send them updates or connect with them to nurture this lead.
So far, selected countries or territories can use their SMS features, such as the United States, Canada, United Kingdom, France, Puerto Rico, and South Africa.
Reporting tools are a nifty feature of any CRM tool. One of its main reporting features is called “leaderboard.” See which team member has closed emails and calls. Plus, monitor their performance on the software as well. There are also reporting tools on how you can improve your sales workflow throughout the year and view which metrics matter to your company the most.
Close CRM Pros and Cons
- Automated sequences and integrations for its email feature
- Pipelines and workflows are easy to track in the software
- The built-in calling feature is a plus for many users
- The system is easy to use
- Meant only for sales teams
- SMS sending is limited to select countries
Close CRM Pricing
Close also has four pricing plans, depending on your sales processes and business needs. If you want to try Close before committing, there’s a 14-day free trial.
Here are the main inclusions of the CRM software:
- Built-in calling
- Lead storage
- Data tools
Let’s go through each one in this Close Review.
This plan is ideal for startups and small businesses that may have a limited budget. In addition, it’s a great plan for those who have yet to grow and nurture their leads.
But as you grow your business, you may have to upgrade. The Starter Plan does have its limitations:
- Five email templates
- 1 Pipeline
- 2,500 leads
- 4,000 contacts
Here, you have an unlimited number of store leads and contacts. Like the Starter plan, it also has one pipeline available. Plus, it has more reporting features.
It has everything in basic, but with three pipelines available. Plus, it has call recording and Power Dialer available. Not only that, you can take advantage of email sequences and bulk email sending in this plan.
If you have a high number of leads and contacts and want to maximize your plan, the Business Plan is best for you. It also includes ALL the features in Professional, with ten pipelines available, plus a predictive dialer, call coaching, and voicemail drop. Plus, an unlimited number of users can benefit from this plan as well.
Alternatives to Close CRM
Close seems like the all-in-one CRM system for most small businesses. However, Close is not a one-size-fits-all CRM, and some businesses may decide to use other CRM systems. So, let’s take a look at some Close alternatives in this Close review.
Hubspot’s CRM rivals Close in many ways. Also, HubSpot has an extensive all-in-one CRM that packs a punch. Aside from automating your sales processes, you can subscribe to other features such as marketing and customer service. Despite its brand recognition and the comprehensive nature of its CRM, it can be pricey for small to mid-sized businesses. Nevertheless, it’s one CRM worth considering.
In terms of pricing, the Freshworks CRM rivals Close. It brings more to the table with regard to pipelines, workflows, and web-related sales pages. However, Close does have the upper hand with contacts and task management.
Here’s another CRM competitor that could go head-to-head with it. So, Zoho’s CRM has the upper hand in using the software for free. Plus, it has workflow tools that connect to other systems in your business (e.g., marketing, human resources) and customization. However, Close does get points for its built-in calling system and easy, no-charge onboarding.