Close CRM Evaluation (2024 ): Features, Pros, Cons, and Pricing

It focuses on assisting marketing and sales groups increase offering effectiveness and slendering business tech stacks by offering a wide range of integrated tools. Examples consist of omnichannel interaction, calendar syncs, video meeting, and reporting. Close markets itself as a service best for startup or small company groups that are seeking to enhance their remote CRM method. While its premium tiers can be considered pricey, it does offer onboarding support and guided platform setup. If your business can designate a spending plan for Close, it can facilitate sales performance improvements in agile-style groups. 1 monday CRM Workers per Business Size Micro(0-49), Little(50-249), Medium(250-999), Large(1,000-4,999), Business(5,000+)Any Business Size Any Business Size Includes Calendar, Cooperation Tools, Contact Management, and more 3 HubSpot CRM Employees per

Close CRM rates

• Free trial: 14 days.
• Startup: $49 per user each month when billed every year. $59 per user per month when billed every year. This plan offers integrated calling, texting, and e-mail solutions plus pipeline reporting and account management.
• Specialist: $99 per user per month when billed annually. $109 per user monthly when billed each year. This strategy consists of all Startup features, plus customized activities, follow-up automations, and multiple pipeline views.
• Business: $139 per user monthly when billed yearly. $149 per user per month when billed monthly. This tier includes all Professional features, plus predictive dialer, call training, and enhanced customizable reports.

Close CRM crucial features

Workflow automations

Close enables users to carry out automations throughout their sales CRM cycle. Businesses can begin with multi-channel outreach by automating emails, calls, and SMS interaction. From there, associates can identify and enhance outreach methods with a KPI-based report dashboard. The automations that are performing finest can be cloned into design templates for easy gain access to.

Close workflow stages and automation dashboard. Image: Close AI call assistant Close’s suite of AI tools includes an integrated call assistant. This function immediately transcribes and summarizes all telephone call. Associates can focus on the discussion and count on Close to produce an accurate and searchable summary with generated action items. This tool also has multi-language support for over 20 languages and can overcome the desktop or with the Close mobile app.

Example call summary from Close call assistant. Image: Close Video meetings Close’s video tool functions through a combination with Zoom. Services can link their Zoom account, and previous cloud recordings will pertain to Close immediately. Close will inform sales reps 5 minutes before their next Zoom call, sign up with the Zoom call right from the Lead view in Close, and then conserve the call recording. This is best for remote sales groups that have to video sell.

Sample Close video recording. Image: Close Browse and Smart Views The pairing of search with the Smart Views feature can help reps focus on leads and start lead nurturing from the very same screen. The integrated search function assists reps discover contact details by browsing essential phrases, agreement mentions, previous discussions, and more. This will develop a Smart View of the leading lead information, like current e-mail opens, renewal updates, or other firmographics. Then, outreach workflows can be automated around those conserved views.

Example Close contact filtering. Image: Close CRM pros Uses easy-to-adapt design templates.

Close CRM cons

• Genuine users report a finding out curve with the interface.
• Costly compared to other similar options.
• Users report small bugs with the platform.

Alternatives to Close CRM

Compared to Close

, Pipedrive’s reporting dashboards offer more partnership and customized field reports. And while both Pipedrive and Close offer e-mail syncs and outreach automations, Pipedrive’s marketing tools are more advanced with e-mail analytics and segmentation. For additional information, head over to this Pipedrive review. HubSpot uses a suite of company tools, including a popular CRM software option. It has the capability to

integrate with over 1,500 tools for the supreme personalization. HubSpot’s software itself isn’t open source, however its integrations

are developer-friendly. Although it doesn’t have the alternative for a totally free trial like Close, HubSpot does use a forever free tier along with a business strategy, which makes it a more scalable platform. To read more about this alternative, take a look at the full HubSpot review. monday CRM monday CRM is another flexible and personalized CRM software application with advanced task management performance. It does offer a free version, but just to nonprofits or trainees, as soon as approved. Compared to monday CRM, Close does use more built-in interaction functions like the calling and SMS tools

. Read the monday CRM evaluation for more information. Evaluation methodology To reviewClose

, I used our

in-house rubric that has actually defined requirements around the most essential assessment points when thinking about the best CRM companies. I compared Close’s top features, rates, and benefits against market standards. All of this assists me recognize standout functions and perfect use cases. Here’s the specific criteria I utilized to score Close’s CRM software application: Expense: Weighted 25%of the total score. Core functions: Weighted 25%

of the overall rating. Modifications: Weighted 15%of the total score. Integrations: Weighted 15%of the total score. Ease of usage: Weighted 10%of the total rating. Consumer support: Weighted 10%of the overall score. For a more breakdown of these requirements, read the TechRepublic evaluation methodology page. Source