Close.com

Paid

close.com

Manytools

CRM Management Tools

Close.com

Paid

close.com

Close is the inside sales CRM of choice for startups and SMBs. Make more calls, send more emails and close more deals starting today.

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

Transform Your Business With Close CRM

Close CRM is a game-changer in the world of customer relationship management software. This all-in-one tool, specifically designed for growing teams, shines in the crowd with its advanced features and user-friendly interface.

Navigating the Software World

Close CRM simplifies business processes by bringing all the essential tools under one umbrella. It's not just another CRM software; it's a power-packed solution to boost productivity and streamline operations for startups and small to medium businesses.

A CRM Built for Growth

The platform's unique selling proposition lies in its commitment to growth. Close CRM isn't just about managing relationships; it’s about fostering them. It’s a tool that understands the dynamics of growing businesses and provides them with the right tools to excel.

Sealing More Deals

What sets Close CRM apart is its focus on action. It goes beyond just providing raw data and offers actionable insights that can help businesses make more calls, send more emails, and close more deals. It truly embodies the mantra of 'less administration, more selling.

Streamlining Communication

Close CRM revolutionizes how businesses interact with customers. It offers a streamlined communication model that enables you to connect with customers more efficiently and effectively. With this tool, every conversation can be a step closer to sealing the deal.

A Comprehensive CRM Solution

This software isn't just for sales teams. It's an all-encompassing CRM solution that caters to various business functions. Whether you're a developer, a marketer, or a data analyst, Close CRM has something for everyone.

Final Thoughts

In a nutshell, Close CRM is a robust, user-friendly platform that can help businesses unlock their full potential. It’s a tool that doesn’t just manage relationships but nurtures them, enabling businesses to grow and thrive in today's competitive landscape. With Close CRM, you can be confident that your business is in good hands.

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