Close.io is specifically designed for startups and small to medium-sized business. It gathers all communication and productivity related to sales within one piece of software and helps to optimize sales workflow. This minimizes time spent on data entry, therefore offering more time for the sales workforce to work on leads.

Users can make direct calls from the CRM internationally, and SMS functionality allows for a broader customer reach. There is also a place to store template emails, which is a means of standardizing messages to different personae and at the different stages of communication. Close.io CRM gives the option to set up a cold email that can be sent in bulk and then follow up emails designed for the next stages of the sales funnel. The whole email history can be made visual on your timeline and this can be made visible to an entire team.

Close.io offers a range of analytics functionality for deeper insights into the actions of the sales team. The interface is designed to help with customizable tracking of metrics so that users can access the data they want immediately. There is also a high-level pipeline overview available for the entire team, which means the status of all deals in the pipeline is available in one place.

Software features

  • API Access
  • Contact Management
  • Funnel Reporting
  • Integrations
  • Performance Reporting
  • Pipeline Management
  • Cloud

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Quick spec

Product details

Customer Size

  • Small (1-50 users)

Other Features

  • Multiple Locations
  • Customizable

Hosting Method

  • Cloud

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Close.io

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