Close

A CRM that puts calls, email and text in one timeline

Close is a customer relationship management system designed for small and midsize businesses whose revenue depends on salespeople contacting leads. Rather than treating the CRM as a place to file notes, it is built around the outreach itself. A rep can email, call and text a lead from the desktop application without installing add-ons, so the whole conversation with a prospect stays in one tool.

Less record keeping

Every touchpoint with a lead is tracked automatically and shown on a visual timeline. The company's argument is that sales teams lose hours to CRM busywork, and that automatic logging lets them skip it and spend the time on deals. Anyone opening a lead's record can see what has been sent, said and tried, in order.

Tools for follow-up

Close adds productivity features aimed at sustained follow-up: task reminders so promised callbacks are not forgotten, and a Power Dialer for working through a list of leads by phone. The company says these let a team reach more leads, follow up more often and close more deals. It describes the product as a true multichannel platform for sales engagement.