Everything You Need to Know About Close CRM: Features, Benefits, and Best Practices

In the world of high ticket sales, having the right CRM can make all the difference. With so many options available, it can be tough to choose the one that best suits your business needs. Enter Close CRM, a tool specifically designed for sales teams to optimize their processes and close deals faster. 

Let’s dive into what makes Close CRM a standout choice and how it can benefit your business.

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

What is Close CRM?

Close CRM is a customer relationship management tool designed to streamline and optimize the sales process. Unlike other CRMs that try to offer you marketing and fulfillment features, Close CRM focuses solely on being the best sales tool on the market. This focus allows Close CRM to excel in providing world-class features and support specifically for sales teams.

Close CRM's primary goal is to improve the efficiency and effectiveness of sales processes. By integrating all sales activities into one platform, Close CRM ensures that sales teams can manage their leads and customers seamlessly.

Key Features of Close CRM

Sales Automation: Close CRM excels in automating repetitive tasks, freeing up valuable time for sales reps to focus on closing deals. Automation capabilities include scheduling follow-ups, sending emails, and updating lead statuses, ensuring no lead falls through the cracks.

Built-in Calling and Texting One of the standout features of Close CRM is its built-in dialer. This feature lets sales teams make calls directly from the CRM, ensuring all communications are logged and tracked. The unified inbox integrates calls, texts, emails, tasks, and opportunities, providing a comprehensive view of all interactions with leads and customers.

Emailing Capabilities Close CRM offers advanced email functionalities, including customizable templates, bulk emailing, and email tracking. These tools help sales teams maintain consistent communication with leads and track engagement.

Optimize your sales workflows and boost productivity. Schedule a call with the CloseDr team to see how Close CRM can transform your sales process.

Lead Management Effective lead management is at the core of Close CRM. The platform offers robust tools for tracking and nurturing leads through the sales pipeline. With features like lead scoring and segmentation, sales teams can prioritize their efforts and focus on high-potential leads.

Reporting and Analytics Close CRM provides comprehensive reporting and analytics tools that offer actionable insights into sales performance. These reports help sales teams monitor their activities, track key metrics, and make data-driven decisions to optimize their processes.

Benefits of Using Close CRM

Improved Communication Close CRM integrates all communication channels into one platform, ensuring that sales teams can easily access and manage their interactions with leads and customers. This integration enhances collaboration and helps maintain a consistent communication flow.

Better Lead Conversion With tools designed to nurture leads and track their progress through the sales pipeline, Close CRM helps sales teams close deals faster. The platform’s automation and lead management features ensure that no lead is overlooked, increasing the chances of conversion.

Data Insights Close CRM’s robust analytics provide valuable data insights that can help improve sales strategies. By monitoring performance metrics and analyzing trends, sales teams can make informed adjustments to their processes, leading to more closed deals.

Click the link below to watch my Close CRM 10 minute demo.

Who Should Use Close CRM?

Target Audience Close CRM is ideal for online service-based businesses and sales teams looking to optimize their sales processes. The platform is beneficial for businesses that prioritize sales efficiency and effective lead management.

Scalability Close CRM is designed to grow with your business. Whether you’re a small team or a large organization, Close CRM offers features that can be tailored to your needs, ensuring scalability and adaptability as your business expands.

Custom Activities and Smart Views

Custom Activities Custom activities in Close CRM serve as the backbone of the platform, driving data, notes, automation, and workflows. These activities provide detailed insights into lead interactions, helping sales teams track progress and manage their pipeline effectively.

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

Smart Views Smart views in Close CRM act as filters that organize leads based on specific criteria. These views help sales teams prioritize their tasks and ensure that no lead is neglected. By using smart views, managers can monitor the sales process and ensure that their team follows standard operating procedures.

Workflows in Close CRM

Introduction to Workflows Close CRM’s workflows automate various sales tasks, from sending follow-up emails to scheduling calls. This automation helps sales teams save time and focus on high-value activities, improving overall productivity.

Check out my detailed guide on the 5 must have Close CRM workflows.

Building Effective Workflows Creating effective workflows in Close CRM involves mapping out the sales process and identifying key touchpoints. By automating repetitive tasks, sales teams can ensure a consistent and efficient approach to lead management.


Close CRM continues to be a vital tool for optimizing sales processes. By leveraging it's advanced capabilities, you can better serve your customers and drive significant improvements in your sales operations.

Struggling to make the most of Close CRM? Schedule a consultation with the CloseDr team and unlock the full potential of your CRM system.

Table of Contents

Recent Posts

Close CRM Setup Checklist

July 19, 2024

How to Use Zapier's Copilot: AI Features in 2024

July 17, 2024

Reduce No-Shows with Close CRM: A Detailed Guide

July 10, 2024

Why Your CRM Isn't Boosting Sales: Common Mistakes Exposed

July 9, 2024

Close CRM Predictive Dialer: Everything You Need to Know

July 5, 2024

Top 5 Close CRM Mistakes and How to Avoid Them

July 3, 2024

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

July 2, 2024

Master Smart Views in Close CRM | Expert Guide

June 28, 2024

How to Become a Top Performing Sales Rep with Close CRM | Expert Guide

June 27, 2024

How to Automatically Enroll Contacts into Workflows with Close CRM

June 25, 2024

Everything You Need to Know About Close CRM: Features, Benefits, and Best Practices

June 21, 2024

Close CRM June 2024 Updates: Lead-Based Call Routing and Timed Task Reminders

June 20, 2024

How to Audit Your Close CRM Account: Comprehensive Step-by-Step Guide

June 20, 2024

5 Close CRM Implementation Mistakes and How to Avoid Them

June 14, 2024

5 Must Have Close CRM Workflows

June 13, 2024

Close CRM Pricing: What You Need to Know Before Buying (Updated for 2024)

June 11, 2024

How to Onboard a Sales Rep in Close CRM: A Step-by-Step Guide

June 7, 2024

The AI Advantage: The Future of CRM Technology

June 4, 2024

Close CRM Review 2024: Is This the Best CRM for Your Business?

May 30, 2024

Using Close CRM in 2024: A Comprehensive Guide

May 23, 2024

Transform Your Business with CRM: Your Ultimate Guide to Choosing the Right CRM Software

May 9, 2024

Mastering B2B Sales Funnels: Essential Strategies for Engaging Prospects and Securing Deals

May 2, 2024

Focus on the right leads: Master HubSpot’s Lead Scoring System with Our Expert Guide

April 25, 2024

How a Sales Operator Can Take Your HubSpot Account To The Next Level

April 11, 2024

Sales Managers vs. Sales Operators: Navigating Key Roles to Solve Your High-Ticket Sales Challenges

April 4, 2024

A Guide to Increasing Your Close Rates: How Sales Frameworks Play a Key Role in High-Ticket Sales

March 22, 2024

5 Essential Metrics for High-Ticket Sales: A Guide on Data Integrity

March 14, 2024