Close.com

Paid

close.com

Manytools

CRM Management Tools

Close.com

Paid

close.com

Close.com is a user-friendly CRM solution designed specifically for small businesses. It offers seamless sales management, automation, and budget-friendly, flexible pricing for efficient operation.

Popularity

39% people use it

Features

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Case Management

Tracks issues/help requests reported by customers through the resolution process.

Contact & Account Management

Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Customer Contract Management

Customization

Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.

Desktop Integration

Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.

Lead Management

Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.

Opportunity & Pipeline Mgmt.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Product & Price List Management

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Reporting

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Sandbox / Test Environments

Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Task / Activity Management

Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.

User, Role, and Access Management

Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.

Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.

Platform

MacOS

Windows

Web

Price$29

Free

Go To Site

A CRM Just for Small Businesses

Being in a small business can feel somewhat restrictive when it comes to finding a CRM tool built to fit your needs. Many CRM options on the market seem to cater more towards larger enterprises, leaving small business owners sifting through cluttered interfaces and long implementation processes. When Fast. Efficient. User-friendly. Those are the words that spring to mind when it comes to Close.com. Built specifically for small businesses by folks who understand the unique CRM requirements of such entities, Close.com eliminates the frequent mismatches that often leave small businesses feeling underserved.

Designed with Sales in Mind

Close.com acknowledges one hard truth; sales is a tasking endeavor. That's why they've designed their platform to centralize every tool necessary for closing a sale. Not just that, but they've made it so your team can execute tasks faster and more efficiently, all while keeping things simplified yet robust. Imagine being able to make calls, send emails, manage follow-ups, and track your sales pipeline without having to switch applications. With Close.com, that’s not a fabrication – it’s a core feature.

Never Lose Focus, Thanks to Automation

The fact that Close.com automates administrative tasks is a godsend for any sales team. To lose focus on the primary objective – selling – due to time-consuming admin chores can be quite the setback. But with Close.com's automation, you can say goodbye to manually tracking emails, reminders, or calls. The end result? A sales team that stays laser-focused on closing deals and building customer relationships, not on shuffling papers and ticking off checklists.

Transparent Pricing Meets Flexibility

The internet age has undoubtedly made service pricing a convoluted endeavor. Thankfully, Close.com offers a refreshing change of pace with their straightforward, flexible pricing that's geared towards small business affordability. They offer incredible support, free data migrations and to top it all off, their money-back guarantee reassures new users that they'll be getting value from the very first month.

Pros & Cons

Pros

Close.com enables users to perform all sales activities within the CRM including calls, emails, and follow-ups.

Close's operation is up to 50% faster than other CRMs.

Automated features in the software eliminate administrative work allowing users to focus more on sales.

Close boasts robust reporting features aiding in smarter sales decisions.

Secure and compliant with GDPR and CCPA.

Cons

Close.com is targeted towards small businesses and startups, which could be limiting for larger organizations.

Its user interface, although meant to be easy and clutter-free, may require some getting used to for beginners.

Frequently Asked Questions

Find answers to the most asked questions below.

What is Close and how can it benefit my small business?

Close is an easy-to-use, zero-clutter CRM built for the way small businesses sell: fast, automated, and focused on customer relationships. It helps your team work faster and more efficiently, and it offers automated features to keep you focused on selling, not administrative work. It also integrates all the tools you need in one spot to close a sales deal.

Is Close suitable for large businesses or enterprises?

Close is built specifically for small businesses and startups, not enterprises. This specialization helps to avoid cluttered user interfaces, long implementation processes and expensive pricing. It means that Close is able to provide a simple, streamlined service ideal for the needs of smaller, agile teams.

What are some features of Close that can help my sales team?

Some features include advanced email, call, and SMS functionalities designed to streamline your sales cycle. There’s a built-in VoIP and SMS, plus automation features like Call Assistant, Power Dialer, Predictive Dialer, and Call Coaching. Close also offers robust reporting features to help your team make better, data-driven decisions.

How long will it take to get started with Close?

Starting with Close only takes a few hours, not weeks or months. It’s easy to set up, with the ability to integrate it into your existing workflow swiftly and seamless.

Is Close secure and compliant with key regulations?

Yes, Close is SOC 2 Type 2 compliant and GDPR + CCPA compliant. It also offers roles and permissions with lead visibility to ensure your team members view only the necessary information.

How does Close's pricing work, and does it offer any guarantees?

Close's pricing is flexible and designed with small businesses in mind. It offers free data migrations, excellent support, and affordable professional services. In addition, there’s a guarantee that you'll get value from Close within your first month, or they will give you a refund.

Close CRM Review: What Does This CRM Have to Proffer?

22 Jul 2022

As a business owner, fostering strong customer relationships is paramount for success. Utilizing a dependable tool to optimize these connections and pinpoint prime opportunities for nurturing leads into customers is essential. This ensures that every potential customer interaction is effectively managed and capitalized upon.

Rosie Greaves

ecommerce platforms

ecommerce-platforms.com

Complete Close.com Review: Everything You Need to Know

10 Jan 2023

Close.com is a comprehensive sales CRM designed for startups and small-to-medium businesses (SMBs) focused on maximizing revenue from leads. The platform boasts top-tier sales tools and the ability to incorporate SMS, phone calls, and video within a single hub, facilitating multichannel outreach efforts. With its exceptional adoption and efficiency, Close.com is the ideal solution for businesses striving to enhance their sales process.

Gromasa Consulting

gromasa.com