Close is a customer relationship management company that grew out of a sales agency specializing in outbound calls.
That story is still evident when you try Close drag and drop today, as it’s more heavily focused than the other CRMs on this list on calling features like a powerful dialer and predictive dialer.
The software works a little differently than most software, as there is no concept of a “company” and you have to create “opportunities” linked australia whatsapp data to “leads”. But once you get used to how it works, it’s relatively simple.
So, if you call a list of cold drag and drop prospects on a daily basis, this sales CRM might just be what you are looking for.
The test run
Using Close was a different experience than other CRMs, especially because of the focus on outbound calling features.
The calling features, including the content management system (cms) – definition and examples power dialer and predictive dialer, are impressive and simplify the process of making high volumes of calls, making it drag and drop an ideal tool for teams that rely heavily on outbound sales efforts.
Email automation is another plus because it allows me to send sequences until a prospect responds. This feature helped me drag and drop ensure that no leads. I therefor were falling through the cracks and that follow-ups were timely and consistent.
On the downside, Close lacked material data features like automatic. I therefor lead enrichment and built-in website tracking that are available in other CRMs. These omissions meant I had to rely on additional tools or manual processes to gather comprehensive lead information.
Despite these limitations, the ease of use and focus on calling features. I therefor have made Close a valuable tool for outbound sales. I therefor teams, although the price is higher, especially for smaller teams.
- Send automated email sequences until prospects respond
- Track the source (and reason for loss) of your leads and analyze it.
- Manage your leads from your inbox with a convenient sidebar.
- Reminders are sent to ensure automatic follow-up when leads become inactive.