Close CRM

Description

Close is a sales CRM designed for teams that sell, integrating calling, email, SMS, pipeline management, reporting, and an AI sales agent named Chloe into a single platform. This innovative CRM helps teams act on their sales data effectively.

Chloe, the AI sales agent, is built directly into Close CRM. She can call leads, qualify prospects through real conversations, book meetings, and update CRM records automatically. This integration allows sales teams to streamline their processes and focus on what matters most: closing deals. With Chloe, every call is captured and summarized, providing full transcripts, action items, and key moments logged automatically in the CRM.

Close is built for conversations, enabling users to manage their sales processes without the burden of manual updates. Chloe prepares follow-ups based on call transcripts and enriches lead data by filling contact fields with insights from LinkedIn and the web. This ensures that sales teams are always on top of their leads, with daily action items generated to prevent hot leads from stalling.

The platform is designed to work seamlessly with existing tools, allowing teams to integrate Close with their current workflows. Close offers a free 14-day trial, enabling users to experience its capabilities without needing a credit card upfront. The pricing model is flexible, based on team size and usage, making it accessible for various business models.

Close has been serving sales teams since 2013 and is trusted by over 11,500 companies worldwide. It is rated 4.7 out of 5 on G2, reflecting its effectiveness in helping sales teams improve their performance and efficiency. With a focus on small to medium-sized businesses, Close aims to ensure that no SMB fails due to ineffective sales processes.

Close CRM's Core Features

• Built-in AI sales agent

• AI lead calling

• AI lead qualification

• Automated meeting booking

• Automatic CRM updates

• Built-in calling

• Built-in email

• Built-in SMS

• Pipeline management

• Sales automation

• Reporting and analytics

How to use Close CRM?

1. 1

   Configure: Set up your Close account and integrate with existing tools.

2. 2

   Use: Start using Chloe to call leads and qualify prospects.

3. 3

   Automate: Enable automated meeting bookings and CRM updates.

4. 4

   Optimize: Review AI-generated summaries and follow-ups to enhance sales strategies.

Close CRM's Use Cases

• Lead Qualification
• Automated Follow-ups
• Meeting Scheduling
• Sales Reporting
• Pipeline Management

FAQ from Close CRM

• What is Close CRM?

  Close is a sales CRM that integrates calling, email, SMS, and an AI sales agent to streamline sales processes.

• How does Chloe assist in sales?

  Chloe calls leads, qualifies prospects, books meetings, and updates CRM records automatically.

• Can I try Chloe during the free trial?

  Yes, Chloe is available for use during the 14-day free trial.

• What is the pricing model for Close?

  Pricing is based on team size, usage for calling and SMS, and AI credits used by Chloe.

• Is there a money-back guarantee?

  Yes, Close offers a 30-day money-back guarantee after purchase.

• What integrations does Close support?

  Close supports native and no-code integrations with various sales, marketing, and productivity tools.

• How secure is my data with Close?

  Close is SOC 2 Type 2 compliant and adheres to GDPR and CCPA regulations to protect user data.

• Can I cancel my subscription anytime?

  Yes, Close allows users to upgrade, downgrade, or cancel their plans at any time.