Close CRM: A Sales Manager's Honest Review | Is It the Best Sales CRM?

When it comes to managing a sales team, having the right CRM can make all the difference. And among those options, we have Close CRM, but is it really the best option out there?

Let’s dive into an honest review from a sales manager’s perspective to see if Close CRM is the tool your team needs to succeed.

Are you struggling to make the most of Close CRM? Schedule a call with the CloseDr team and unlock the full potential of your CRM system.

Efficiency for Sales Reps

One of the standout features of Close CRM is its focus on efficiency for sales reps. Unlike other popular CRMs like HubSpot or GoHighLevel, Close CRM is designed to minimize the number of clicks and streamline workflows. This tool is built specifically for sales reps, allowing them to focus more on selling and less on navigating through a cluttered interface.

The Sales Rep's Day-to-Day Workflow

So, what does a typical day look like for a sales rep using Close CRM? It all starts with the inbox. This is where reps find their most engaged leads and all ongoing communication. Keeping the inbox clean and organized is crucial. The goal is to avoid the paralysis that comes with seeing hundreds of items. Instead, reps should aim to keep it below 50 items, ensuring they can respond promptly and stay on top of their game.

If you want to maximize your CRM's effectiveness. Speak with the CloseDr team today to get expert insights and recommendations into your sales process.

Eliminating Administrative and Creative Burdens

Close CRM excels at taking the administrative and creative burden off of sales reps. Close CRM helps reps avoid the fatigue that comes with figuring out where to click and what to do next. This allows them to spend more time on the phone, building relationships, and closing deals.

The Power of Smart Views

Smart Views in Close CRM are a game-changer. These dynamic filters create buckets of leads, ensuring no potential client slips through the cracks. Whether it’s "Needs a Response," "Installments Overdue," or "Today's Calls," Smart Views help reps prioritize and manage their leads effectively. This feature transforms the way teams handle follow-ups and manage their pipelines.

Using Data for Strategic Decisions

Data is king in sales management, and Close CRM provides comprehensive reporting features that allow managers to track activity and performance. From daily outbound calls to total talk duration, these insights help managers make informed decisions and drive their teams to success. The data tells a story, highlighting trends and areas for improvement, ensuring that every sales strategy is data-driven.

Close CRM provides the tools and structure needed to succeed. For personalized support and to transform your sales process, book a call with the CloseDr team today.

Creating a Productive Sales Environment

A well-designed CRM system like Close fosters a positive and productive work environment. By reducing the administrative burden on sales reps, Close CRM helps maintain their energy levels, enabling them to focus on meaningful sales conversations. This not only boosts individual performance but also creates a culture where reps are excited to come to work and excel in their roles.


In conclusion, Close CRM stands out as a top choice for sales teams aiming to enhance their efficiency and effectiveness. Its user-friendly design, powerful Smart Views, and robust reporting features make it a valuable tool for sales reps and managers alike. Investing in a good CRM system like Close can transform your sales process and drive significant growth for your business.

Are you struggling with CRM efficiency? Talk to our experts and find out how to streamline your sales process.

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