Close CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Close CRM
Brand: Close CRM
Rating: 4.54 (2555 reviews)

4.54 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2555)

Inside Sales Software CRM with Calling & Emailing

AI Powered

Close CRM Overview

Close is a CRM tailored for startups and SMBs, focusing on enhancing inside sales operations. It enables teams to increase call volume, streamline email outreach, and accelerate deal closures. Close distinguishes itself with seamless integrations, allowing businesses to connect with any tool in their tech stack effortlessly. The platform is designed to eliminate the clutter and inefficiencies of traditional CRMs, offering a faster, more intuitive user experience. A notable feature is its ability to support small businesses with ambitious growth targets, providing tools that scale alongside business needs. Close is trusted by numerous small businesses aiming for significant growth, making it a preferred choice for those looking to optimize their sales processes.

Use Cases

Customers recommend Engagement Management, Sales Call Management, Communication Management, as the business use cases that they have been most satisfied with while using Close CRM.

Other use cases:

Workflow Management
Lead Management
Generation Of New Leads
Telemarketing
Contact List Management
Lead Tracking
Training & Onboarding

See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Close CRM.

Other priorities:

Enhance Customer Relationships
Scale Best Practices
Improve Internal Communications
Improve ROI
Increase Customer Life Time Value
Enter New Markets Internationally Or Locally
Improve Efficiency
Grow Market Share
Build Brand Awareness
Manage Risk

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Close CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Close CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Close CRM's features include Recording, Personalization, Templates, etc. and Close CRM support capabilities include Phone Support, Email Support, AI Powered, etc. also Close CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"Since we've started using Close, we've QUADRUPLED our average revenue per user." - Sara Archer

Close CRM, Less Annoying CRM, Teamgate CRM, Freshsales, NetHunt CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Close CRM accelerates sales with integrated calling, two-way email sync, powerful search, and custom reporting. Inside Sales Software Product Tour showcases these features.

Popular Business Setting

for Close CRM

Top Industries

Computer Software
Information Technology and Services
Marketing and Advertising

Popular in

Small Business
Mid Market
Enterprise

Close CRM is popular in Computer Software, Information Technology And Services, and Marketing And Advertising and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Close CRM Use Cases

Why is Close CRM the best choice for Engagement Management?

The system automates follow-up processes for sales and customer engagement. It helps organize and track leads and follow-up sequences. However, the system does not have features for tracking meetings or engaging social contacts.

"...Easily create followup sequences and the best feature is the one-click calling SMS...." Peer review by László M., CEO, Computer Software

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What solutions does Close CRM provide for Sales Call Management?

Close CRM allows users to manage sales calls, emails, and follow-ups. It offers features like call recording, email automation, and lead management, helping users track interactions and improve sales efforts. The most expensive plan provides the most features, including call recording, but these features may not be available in the most affordable plan.

"...Rather than inundating his team with all the features Close has to offer, NatureBox began by dipping their toes into the Close waters, We started pretty basic and then added on call recording as our needs expanded...." Case Study Naturebox

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How can Close CRM optimize your Communication Management Workflow?

The software simplifies communication by tracking email interactions and managing leads and pipelines. It allows users to send bulk emails and personalize messages with templates. The software may have occasional interruptions during calling and emailing.

"...I also like that you are allowed to send text messages to business if they are hard to get a hold of via phone call. . ...." Peer review by Verified Reviewer, Computer Software

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What Are the key features of Close CRM for Workflow Management?

The software streamlines sales processes by organizing and automating tasks, providing a clear overview of actions and improving lead management. The system offers flexibility to adapt to changing sales processes. It includes advanced search capabilities, but creating complex workflows requires planning.

"...Also, I like the way of inbox which keeps track of all our sales action With calls, reminders, and tasks we making our workflow better and quicker than before...." Peer review by Shandi P, Ecommerce Manager, Food & Beverages

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How does Close CRM address your Lead Management Challenges?

The software helps organize potential customers, track their progress through the sales process, and communicate with them. The program offers features such as call management, reporting, and email synchronization. Contact management and lead management could be improved.

"...These Close features keep their leads organized and allow BDRs to leverage templates so they can prospect faster and smarter...." Replacing HubSpot with Close: Scaling Trufan in a CRM reps love

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54+ more Business Use Cases

18 buyers and buying teams have used Cuspera to assess how well Close CRM solved their CRM needs. Cuspera uses 2555 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Sara Archer Director of Sales & Marketing ChartMogul	Since we've started using Close, we've QUADRUPLED our average revenue per user. Testimonial By Sara Archer
Conal Maguire Head of Business Operations TalentPool	The email sequences in Close have been invaluable. They have enabled us to streamline and more efficiently manage our work flows, and have personally allowed me to improve my productivity by at least 50%. Testimonial By Conal Maguire
Evgeny Milyutin Founder Happy Numbers	The ability to make multiple pipelines has been super helpful for our team. We’re able to group our leads into segments and process those pipelines separately, and we can break out renewals and new business. Testimonial By Evgeny Milyutin

CUSTOMERS	TESTIMONIALS
Sara Archer Director of Sales & Marketing ChartMogul	Since we've started using Close, we've QUADRUPLED our average revenue per user. Testimonial By Sara Archer
Conal Maguire Head of Business Operations TalentPool	The email sequences in Close have been invaluable. They have enabled us to streamline and more efficiently manage our work flows, and have personally allowed me to improve my productivity by at least 50%. Testimonial By Conal Maguire
Evgeny Milyutin Founder Happy Numbers	The ability to make multiple pipelines has been super helpful for our team. We’re able to group our leads into segments and process those pipelines separately, and we can break out renewals and new business. Testimonial By Evgeny Milyutin

Case Studies

Case Study Customer.io

Learn How Customer.io uses automated handoffs to enable smarter sales

Case Study ChartMogul

Learn How ChartMogul added 1K customers with better sales pipeline management

Case Study Hygge

Learn How Hygge updated their workflow to increase their bottom line

Case Study Cloosiv

Learn How Cloosiv increased their business by 1400% with Close

Case Study Commonwealth Joe

Learn How Commonwealth Joe achieved a 9 day sales cycle

Case Study Global Database

Learn How Global Database sped up their outbound prospecting by 70%

Never take notes again with Call Assistant by Close CRM

Frequently Asked Questions(FAQ)

for Close CRM

What is Close CRM?

Close CRM is the inside sales software for startups and SMBs to make more calls, send more emails, and close more deals. It helps to enhance customer relationships and increase sales and revenue.

Close gives an overview of all sales activities with organized automated reminders to know what’s going on and what should be next. It gives the team total transparency making sure to say on top of the pipeline.

Some of its features include built-in calling two-way email syncing, the best Zoom integration on the market, Predictive and Power Dialer, texting, built-in call coaching, powerful search, and many more.

What is Close CRM used for?

Close CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Engagement Management, Sales Call Management and Communication Management .