Close CRM

Brand : Elastic Inc

4.5
8 Ratings & 3 Reviews
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Starting at $ 59.00

Close CRM is designed for SMBs and growing teams, emphasizing speedy sales and deal closures, along with tools for enhancing sales, expanding networks, securing leads, and nurturing customer relationships. ...Read more

Close CRM Software Pricing, Features & Reviews

What is Close CRM Software?

Close CRM is an excellent sales tool for small businesses and growing teams. It helps you close deals faster and stay in touch with valued customers. It's good at reaching out in different ways, such as text messages and phone calls. Plus, it gives you useful information about your sales, like how much money you're making from each customer.

Key Functionalities of Close CRM

Quick Deal Closures: Close CRM helps you complete sales deals faster. It makes the process swift and efficient.
Multi-Channel Outreach: You can connect with customers in different ways, such as text messages and phone calls. The tool is flexible and lets you choose how to reach out.
Sales Progress Tracking: With Close CRM, you can see how your sales deals are doing. It helps you keep track of what's happening with each deal.
Robust Analytics: The software provides detailed and accurate information about your sales. It's like a report card for your business, showing how well you're doing.
Customer Relationship Management: Close CRM is good at helping you maintain strong and long-lasting relationships with your customers. It keeps them happy.
Networking Tools: You can use Close CRM to make new connections and expand your business networks. It helps you grow your contacts and relationships.
Lead Generation: It's great at finding and bringing in potential customers. Close CRM helps you get new leads, which are like opportunities for more sales.

Why Choose Close CRM?

Efficient Sales Prospecting: Close CRM automates lead research and categorization, saving time and making it easier to identify potential customers.
Multi-Medium Outreach: Engage with leads through various communication channels, including email, SMS, and more, increasing your chances of connecting with them.
Clear Sales View: The sales pipeline in Close CRM provides a clear and up-to-date picture of your sales progress. It allows you to prioritize important leads and stay informed about their unique needs.
Task Notifications: Stay on top of your tasks with external calendar apps, ensuring you never miss an important meeting or appointment.
Sales Team Building: Close CRM supports the training and mentoring of sales representatives, helping you build a strong sales team. Integration with external tools and flexible reporting options further accelerate your sales processes.

Benefits of Close CRM

Time Savings: Close CRM automates tasks, saving you time and effort in managing sales and leads.
Effective Lead Engagement: It offers multiple communication channels for reaching and engaging leads more successfully.
Enhanced Sales Visibility: The CRM provides a clear view of your sales progress, helping you focus on the most important leads.
Task Reminders: You'll never miss an important task or meeting with task notifications.
Sales Team Empowerment: Close CRM supports the training and mentoring of your sales team, making them more effective.
Integration Capabilities: You can easily integrate Close CRM with your favorite external tools, improving your overall workflow and efficiency.

Pricing of Close CRM Software

Close CRM price starts at $59 at techjockey.com.

Close CRM prices 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 Features

Customer Information Management (CIM)

Account Management Tools to oversee and maintain customer accounts and relationships.
Customer Profiles Detailed views of customer information and interaction history.
Audience Segmentation Categorize customers based on specific criteria for targeted marketing.
CRM Database Centralized repository for storing and managing customer data.
Interaction History Chronological record of all communications with each customer.

Sales Enablement

Territory Management Assign and manage sales regions to optimize coverage.
Quote Management Create, track, and manage sales quotations efficiently.
Opportunity Management Identify and manage potential sales opportunities effectively.
Sales Funnel Management Visualize and manage potential sales prospects through stages.
Sales Projections Predict future sales and revenue based on current data.
Lead Lifecycle Management Track and nurture leads from acquisition to conversion.
Automated Sales Workflow Streamline sales processes through automation of tasks.
Business Process Automation (BPA) Automate repetitive tasks to streamline business operations.
Sales Order Management Oversee and process customer orders from initiation to fulfillment.
Contract Management Create, store, and track customer contracts systematically.

Marketing Automation

Drip Campaigns Automated series of emails sent based on user actions or timelines.
Lead Nurturing Develop relationships with potential customers through targeted content.
Email Campaigns Design and send targeted email marketing messages.
Customer Journey Mapping Visual representation of the customer experience across touchpoints.
Customer Segmentation Divide customers into groups for personalized marketing.
Trigger-Based Automation Initiate actions in response to specific customer behaviors.
Campaign Automation Automate marketing campaigns across multiple channels.

Data Sourcing / Integrations

Social Media Integration Connect and manage social media channels within the CRM.
API Integration Utilize APIs to enable custom integrations with other systems.
Data Import/Export Transfer data into and out of the CRM system seamlessly.
Ecommerce Integration Link CRM with online shopping platforms for streamlined sales.
Calendar Integration Sync calendars to schedule and track meetings and events.
Third Party Integrations Connect with external applications to enhance CRM functionality.
Email Marketing Tools Integration Connect with email platforms for cohesive marketing efforts.
Marketing Tools Integration Integrate with various marketing platforms for unified operations.
Interactive Voice Response (IVR) Integration Incorporate IVR systems for automated telephony interactions.

Collaboration and Communication Tools

Omnichannel Support Provide consistent customer service across multiple channels.
Sales Process Task Management Assign and monitor tasks related to the sales process.
Internal Messaging System Facilitate real-time communication within the organization.
Template and Document Management Store and manage templates and documents centrally.

Security & Compliance

Data Encryption Protect data through encryption during storage and transmission.
GDPR & Data Privacy Comply with data protection regulations to safeguard privacy.
Role-Based Access Control (RBAC) Restrict system access based on user roles.
Activity Logs Record user activities for monitoring and auditing purposes.
Backup & Disaster Recovery Ensure data is backed up and recoverable in emergencies.

AI & Machine Learning

Predictive Analytics Analyze data to forecast future trends and behaviors.
Lead Scoring Evaluate leads to prioritize based on conversion likelihood.
AI Assistants Utilize AI-driven tools to automate tasks and provide insights.

Reporting & Analytics

Predictive Analytics Analyze data to forecast future trends and behaviors.
Sales Reports Monitor sales performance with detailed reports on revenue, deals, and targets.
Real-Time Analytics Instant access to reports and insights for agile decision-making.
Customer Insights Analyze customer behavior, preferences, and interactions for data-driven decisions.
KPI Tracking Measure key performance indicators (KPIs) to evaluate business success.
Personalized Dashboards Custom dashboards to track KPIs, sales, and customer insights in real-time.
Market Trend Analysis Identify industry trends to adapt strategies and stay competitive.
Campaign Performance Track marketing campaign success through engagement, conversion, and ROI.

Alerts & Notifications

Push Notifications Send notifications to mobile devices for quick updates and reminders.
Event-Triggered Notifications Automatically notify users when specific CRM events occur.
Real-Time alerts Instant notifications for critical business updates and customer interactions.
Error Logs Track and report system errors for quick resolution.
Customer Activity Alerts Receive alerts when customers take key actions, like purchases or inquiries.
SLA Violations Alert teams when service-level agreements (SLAs) are not met.

Close CRM Reviews

Have recommended this product

Overall Score

4.5/5

Based on 3 Reviews

Features 4.5/5

Value for Money 4.4/5

Ease of Use 4.3/5

Customer Support 4.8/5

Review this product

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

Close CRM Video Review

“Close CRM Review: Are There Better Alternatives?”

4.3

Review by: LeadLoft

Priya

Verified reviewer:

Associate, Hospitality

2-100 Employees

Reviewed on: May 27, 2024

4.5/5

“Simple to produce lab reports.”

Pros : Simple to function and client neighborly. Whereas printing the lab reports print plan and content look great. Simple to check by status astute like Collected test, the report comes about entered and printed.

Cons : Everything is good. No cons with the software

Features

5/5

Value for Money

4/5

Customer Support

5/5

Ease of Use

4/5

Reenu

Verified reviewer:

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 : User-friendly interface, straightforward functionality, excellent CRM for sales and management, intuitive design, robust reporting and analytics capabilities.

Cons : Nothing as such.

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