Close is a sales engagement CRM designed to help SMBs turn more leads into revenue. A multichannel platform, Close lets users email, call, and text leads from the desktop — without add-ons. Every touchpoint with a lead is automatically tracked in a visual timeline so teams can skip the CRM busywork and focus on the deal. The vendor states that with its productivity tools like the task reminders and the Power Dialer, users will reach more leads, follow up more often, and close more deals.
"If you have experience with Salesforce, I cannot recommend Close’s free trial high enough. The problem it solves is getting new sales people trained up on a new CRM system in days instead of weeks. From a management perspective, the reporting is extensive and I can cut and slice the data to get granular reporting on a company level, campaign level, and individual rep level."
“We’ve been using SMS from our personal phones for a long time, so by adding SMS directly into the Close.io workflow we’ve definitely saved time. We’ve seen an increased use in SMS from our team.”
“We could just send our prospects from Instagram directly to a purchase page in our e-commerce store, but we’re really not that interested in transactional sales. There’s a lot more value in building a relationship with our prospects."
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