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Close CRM

Brand : Elastic Inc

Starting at $ 29

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Ideal for startups and SMBs, the CRM is designed to increase sales productivity and scale business. ...Read more

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Close CRM Software Pricing, Features & Reviews

What is Close CRM?

Close is a sales engagement CRM that is designed to help SMBs and scaling teams focus on sales and close more deals quickly. It provides a range of functionalities and productivity tools for the sales team to help build their networks, reach and win more leads and foster long-term relationships with loyal customers.

Close CRM lays a strong emphasis on outreach, whether via SMS, phone calls, or other mediums. It includes an intuitive dashboard that let sales reps stay on top of their deals inside the sales process. Analytics and reporting features are also very robust and accurate, helping you track useful metrics like total revenue, average revenue per customer & so on.

What Makes Close CRM Unique?

  • Prospect: Close breaks down the sales process with useful sales prospecting integrations to help your team save time by automating the process. It encompasses researching leads and categorizing them based on their chances of conversion into different buckets or lists.
  • Outreach: Using this sales engagement tool, you can engage sales leads and interactions with the help of multiple mediums like power dialer, inbox, emailing, SMS, video, etc.
  • Sell: Close CRM sales pipeline gives you the clearest view of your current sales situation. Not only this, but it also helps you cater to the most important leads quickly, share updates and provide support on unique needs effectively. Further, get notified about your tasks with external calendar apps to get instant visibility on your upcoming meetings.
  • Build: With Close CRM, you can build a powerful sales team by training, mentoring, and assisting reps for in-progress calls. Further, accelerate your sales process by integrating Close with your favorite external tools (Zapier, Zoom & more), and custom and flexible reporting, to name a few.

Pricing of Close CRM

Close CRM price details are available on request at techjockey.com.

Close CRM price in India may vary based on factors like customization, additional features required, number of users, and the deployment type. Please request a call back for subscription-related details and to avail offers on premium packages.

Close CRM Pricing & Plans

Base
  • Unlimited Leads
  • Unlimited Contacts
  • Opportunity management
  • Data import and export
  • Lead and Contact activity timeline
    • Licenses
    • Monthly
Starting at $ 29
Startup
  • Everything in Base
  • Unlimited Contacts
  • Opportunity management
  • Data import and export
  • Lead and Contact activity timeline
    • Licenses
    • Monthly
Starting at $ 59
Professional
  • Everything in Startup
  • Unlimited Contacts
  • Opportunity management
  • Data import and export
  • Lead and Contact activity timeline
    • Licenses
    • Monthly
Starting at $ 109
Enterprise
  • Everything in Professional
  • Unlimited Contacts
  • Opportunity management
  • Data import and export
  • Lead and Contact activity timeline
    • Licenses
    • Monthly
Starting at $ 149

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Close CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.

Collaboration Tools

  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.

Security & Compliance

  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Alerts & Notifications

  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Close CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email
  • Videos
  • English

Close CRM Reviews

98%

Have recommended this product

Overall Score

4.5/5
Based on 2 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Close CRM Video Review

youtubeVideoId

“Zoho Bigin CRM Honest Review - Watch Before Using”

4.3

Review by: LeadLoft

R

Reenu

Verified reviewer:linkedin_verify

Executive, Hospitality

2-100 Employees

Reviewed on: May 11, 2024

5/5

“Product is very user friendly and straight fit. Great CRM for Sales and management.”

Close CRM is very user-friendly and straight fit. Great CRM for Sales and management. Explain this view in detail giving positive feedback for Close CRM. Users find it easy to navigate through the system, which enhances their overall experience and productivity. The platform's CRM for sales and management stands out for its effectiveness in organizing and managing customer relationships. It provides valuable tools and features that streamline sales processes, such as lead tracking, email automation, and pipeline management. This saves time and ensures that sales teams can focus on what matters most: closing deals. One of the key strengths of Close CRM is its intuitive design, which makes it accessible to users of all skill levels. Whether you're a seasoned sales professional or new to CRM software, Close CRM offers a seamless experience that helps you stay on top of your sales activities.

Pros :

Cons :

Switched from : Salesforce (Sales Cloud - Trial Version)

Reason to switch : Easiness of usage and improved functionality, better CRM capabilities for sales and management, or a desire for more intuitive design and advanced reporting and analytics features.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10

Close CRM FAQ

A Close CRM software is compatible with Mac & Windows operating systems.
A There is no app available for Close CRM.
A Close CRM software supports web-based deployment type.
A Close CRM software pricing is available on request at techjockey.com.
A Close CRM is typically used in various industries including SaaS, real estate & insurance, to name a few.
A Close CRM demo is available for free with techjockey.com.
A Close CRM offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A Close CRM installation is not required, as it is web-based. Just open the Setup Wizard to get started.
A Close CRM helps with contact management, lead management and segmentation. It's a complete solution for call recording and management.

Close CRM Questions

A:

Close CRM has strong tools for showing reports and data. You can see important numbers like how many calls are made, how many emails are opened, how many deals are successfully closed, and how each salesperson is doing. This information helps a user find out what can be better and how to improve sales plans.

nainyyy.... . Jan 15, 2025

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