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Affiliate disclosure: This article contains affiliate links. If you sign up through my links, I may earn a commission at no extra cost to you. I only recommend tools I’ve personally tested or thoroughly researched.

Close CRM Review: Can It Actually Make Your Sales Team… Close More?

Here’s the thing: I’ve seen so many sales teams drowning in busywork, spending more time *entering* data than *closing* deals. It’s tragic. A recent study found that salespeople only spend about 34% of their time actually selling. The rest? Admin, meetings, and chasing down information.

As Will Buckley, author of “The 4 Minute Workday,” I’m all about cutting through the BS and finding tools that automate the grunt work and free you up to focus on what actually makes money. And that’s why I’m diving deep into Close CRM. Does it live up to the hype? Let’s find out.

Close CRM is a sales-focused CRM designed to help teams manage leads, automate outreach, and ultimately, close more deals. It’s built with a strong focus on communication and aims to streamline your sales process from initial contact to final handshake.

Key Features of Close CRM

Close CRM isn’t just another pretty interface. It’s packed with features that can genuinely impact your bottom line. Here are a few that stood out to me:

• Built-in Calling and SMS: Real talk, manually dialing numbers and switching between apps is a productivity killer. Close CRM has native calling and SMS functionality. You can call leads directly from the platform, log calls automatically, and even set up automated SMS sequences. Imagine this: a lead enters your pipeline, and an SMS reminder is instantly sent to your sales rep to follow up. Bam – no more missed opportunities. I’ve seen teams increase their contact rate by 30% using this feature alone.
• Email Automation and Sequences: Let’s be honest, crafting personalized emails is tedious. Close CRM lets you create email sequences that trigger automatically based on specific actions or timelines. For example, if a lead downloads a whitepaper, you can trigger a sequence of three emails introducing your product and offering a demo. Plus, their email tracking is top-notch. You’ll see who opens your emails, clicks your links, and engages with your content. Knowledge is power.
• Power Dialer: If your sales team is making a high volume of outbound calls, the Power Dialer is a game-changer. It automatically dials numbers from your list, skipping disconnected lines and voicemails. This alone can save your reps hours each week, allowing them to connect with more prospects and close more deals. It’s like having a virtual assistant dedicated to dialing – pure leverage.
• Lead Scoring: Not all leads are created equal. Close CRM allows you to assign scores to leads based on demographic data, engagement history, and other factors. This helps your sales team prioritize their efforts, focusing on the leads most likely to convert. For instance, you might assign a higher score to leads who have visited your pricing page multiple times and requested a demo.
• Integrations: A CRM is only as good as its ability to integrate with your other tools. Close CRM integrates with popular platforms like Zapier, Slack, and Google Workspace. The Zapier integration is especially powerful. You can use it to connect Close CRM to thousands of other apps, automating tasks like adding new leads from your website, creating tasks in your project management software, or sending notifications to your team.

Close CRM Pricing: What’s the Damage?

Alright, let’s talk money. Close CRM doesn’t offer a free plan (sadly), but they do have a free trial so you can kick the tires before committing. Their pricing is tiered, and the cost depends on the features you need and the number of users. Here’s a rough breakdown:

• Starter: Around $29 per user per month (billed annually). This is their most basic plan and includes core CRM features like lead management, email integration, and basic reporting.
• Professional: Around $69 per user per month (billed annually). This gets you more advanced automation features, custom fields and reporting.
• Business: Expect to pay around $99 per user per month (billed annually). This plan unlocks everything, including advanced reporting and dedicated support.

These prices are estimates, so it’s worth visiting the Close CRM website for the most up-to-date information. And if you’re serious about scaling your sales team, it’s worth considering the higher tiers to unlock the full potential of the platform. You can get to the pricing page, and start your trial, through my affiliate link here: Close CRM.

Pros and Cons of Close CRM

No tool is perfect. Here’s the good, the bad, and the ugly:

Pros:

• Ease of Use: Close CRM has a clean, intuitive interface. It’s easy for sales reps to learn and use, even if they’re not tech-savvy.
• Powerful Automation: The email sequences, power dialer, and lead scoring features can significantly boost your team’s productivity and close rates. Implement the principles from The 4 Minute Workday and let it do the work for you!
• All-in-One Platform: With built-in calling and SMS, you can manage all your sales communications from a single platform. No more juggling multiple tools and wasting time.
• Excellent Support: They offer responsive and helpful customer support via email, chat, and phone.

Cons:

• No Free Plan: As mentioned before, there’s no free plan, which can be a barrier for very small businesses or startups on a tight budget.
• Pricey: Let me be straight with you, it can be expensive, especially if you have a large sales team and need the more advanced features.
• Limited Customization: While the interface is user-friendly, some users may find the customization options somewhat limited compared to other CRMs.
• Steep Learning Curve for Advanced Features: Although the basics are easy to grasp, mastering all the automation and reporting features can take some time and effort.

Who is Close CRM For?

Close CRM is ideal for:

• Small to medium-sized businesses (SMBs): Especially those focused on outbound sales.
• Sales teams with a high volume of leads: The automation features are designed to handle large lead volumes efficiently.
• Companies looking to streamline their sales process: If you want to consolidate your sales tools into a single platform, Close CRM is a solid option.
• Startups needing to scale fast: It’s built to grow with you.

The Verdict: Is Close CRM Worth It?

Bottom line: is Close CRM worth the investment in time and money?

The honest answer is, it depends. If you’re a solopreneur with a handful of leads, it’s probably overkill. But if you’re running a growing sales team and struggling to keep up with leads, Close CRM can be a game-changer. The automation features alone can save your team hours each week, allowing them to focus on closing more deals.

It’s not the cheapest CRM on the market, but the time savings, better lead management, and increased close rates can easily justify the cost. It’s about working smarter, not harder. The key to creating your 4 Minute Workday.

Ready to ditch the data entry and start closing more deals? Head over to Close CRM and sign up for a free trial. You won’t regret it!

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Will Buckley is the author of The 4 Minute Workday — the no-fluff guide to replacing your income with automated systems. For free tools and strategies, visit 4minuteworkday.com.

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