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Close

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. We’re dedicated to the business of the future: smart, agile teams who work remotely. If you’re a tech-enabled team who needs to scale without overpaying for enterprise software, you’ve found the right sales tool. Close lets you email, call, and text your leads — all without add-ons.

Packed with productivity tools like Call Assistant, Workflows, task reminders, and Power Dialer, you’ll reach more leads, follow up more often, and close more deals. All in a single timeline for ultimate team transparency. Our built-in call coaching also helps sales leaders coach their reps to doubling performance, all within their CRM. 

Close is the only CRM focused solely on the needs of SMBs and scaling teams, and our customers will always feel fully supported.

See the Close Crash Course that walks you through how businesses uses Close today for their CRM. 

Close Demo

In this video, Nick shows you Close, a simple customer tracking tool for small, remote teams. You’ll learn how to clear your inbox, bring in your contacts, and see all your calls, emails, texts, and tasks in one spot. He explains easy buttons for calling, texting, and emailing people, plus how to build lists that update on their own and send group messages, set up automatic follow-up plans, and use a fast phone dialer. You’ll also see clear, live reports to track deals and team performance. Close helps you save time, win more sales, and cut out extra apps.

Nick, Director of Sales and Marketing at Close, welcomes you and outlines what you’ll learn: key features to boost sales productivity and increase revenue quickly.

Introduction & Demo Overview

Learn how Close’s Inbox consolidates emails, calls, texts, voicemails and tasks in one place. See your daily schedule and aim to clear your inbox without leaving this view.

Inbox View & Task Management

Explore easy data migration: free CRM migration tool, manual lead/contact creation, spreadsheet imports, API and no-code integrations to bring your existing data into Close.

Importing Data into Close

Discover the Lead View: a container for all lead details, tasks, opportunities, contacts, custom fields and a timeline of every interaction in the Activity Feed.

Navigating the Lead View

See how to communicate directly from the CRM: use the built-in email client with templates and workflows, send texts, make calls, take notes and sync with mobile apps.

Inline Email, SMS & Calling

Create dynamic lists using Smart Views, send bulk emails or set up multi-step workflows, and use Power or Predictive dialers for fast, automated calling campaigns.

Automated Outreach: Lists, Emails & Calls

Use real-time reports: the Opportunity Pipeline for deal stages, the Funnel Report for KPIs like conversion rate and velocity, and Activity Overview for team metrics.

Reporting & Analytics

Connect Close with your existing stack: native integrations for G Suite, Office 365, Zoom, Calendly, Zapier and 100+ other tools to streamline your workflow.

Integrations & Ecosystem

Launch your 14-day free trial or reach out to our team for help migrating from another CRM. Start closing more deals faster today!

Getting Started & Contact Info

 Software, Professional Services, Coaching, Real Estate, Finance, Healthcare

Close is a company that makes a special computer program called a CRM, which helps businesses keep track of their customers and sales. This program lets businesses talk to their customers through emails, phone calls, and text messages, all in one place. It also helps businesses remember to follow up with customers and see how well their sales are doing. 

company_summary

- **Email and Calendar Sync**: Connect your work email and calendar to manage all your communications in one place. ([close.com](https://www.close.com/product?utm_source=openai))
- **Calling and SMS**: Make phone calls and send text messages directly from the program, with features like automatic dialing and call recording. ([close.com](https://www.close.com/product?utm_source=openai))
- **Automated Workflows**: Set up automatic actions like sending emails or creating tasks based on specific events, saving time on repetitive tasks. ([close.com](https://www.close.com/product?utm_source=openai))
- **Reporting and Analytics**: View detailed reports to understand sales performance and make informed decisions. ([close.com](https://www.close.com/product?utm_source=openai))
- **Integrations**: Connect Close with over 100 other tools to fit seamlessly into your existing workflow. ([close.com](https://www.close.com/product?utm_source=openai))

features

- **Sales Prospecting**: Sales teams use Close to find and reach out to potential customers, keeping track of all communications in one place.
- **Customer Follow-Up**: Businesses set reminders and automate follow-up emails to ensure no customer is forgotten.
- **Team Collaboration**: Teams share information and coordinate their efforts using Close's shared inbox and task management features.
- **Performance Tracking**: Managers monitor their team's sales activities and results through Close's reporting tools.
- **Lead Management**: Companies organize and prioritize potential customers to focus on the most promising leads.

use_cases

Close is great for small to medium-sized businesses, usually with 1 to 250 employees. It's especially helpful for people with jobs like Sales Representatives, Sales Managers, Account Executives, Business Development Representatives, and Customer Success Managers. Many different types of businesses use Close, including those in technology, marketing, finance, healthcare, and education. ([techrepublic.com](https://www.techrepublic.com/article/close-crm-review/?utm_source=openai))

company_icp

Close offers different plans to fit various business needs. The 'Startup' plan costs $49 per user per month when billed annually. The 'Professional' plan is $99 per user per month, and the 'Enterprise' plan is $139 per user per month, both also billed annually. Each plan includes more features to help businesses as they grow. ([close.com](https://www.close.com/pricing?utm_source=openai))

price_estimate

- **ProductMentor**: A company that helps people develop new products. They use Close to keep track of their sales and customer interactions, making their work more efficient. 
- **Hownd**: A business that helps local merchants attract customers. They switched to Close and saved five times their previous costs, while making their sales process simpler. 
- **FTOCloud**: A company that provides cloud services. They use Close to manage hundreds of deals and clients over several months, keeping their team communication unified. 

best_customers

Close stands out because it's designed specifically for small businesses and startups, focusing on speed and ease of use. It combines multiple communication tools—like email, phone, and text messaging—into one platform, so businesses don't need to use several different programs. This all-in-one approach helps teams work faster and more efficiently. 

company_uniqueness

- **Privacy Policy**: [https://close.com/privacy](https://close.com/privacy)
- **Terms of Service**: [https://close.com/terms](https://close.com/terms)