Smart views are one of the most interesting options we have found, because you can define better thanks to that tool the public you want to send a specific product, you can better define which clients will adapt more to the advertising you want to send.
Simplicity is another element that has influenced us to choose this CRM. Our sales teams have adapted very well to their operation, have understood well the operation and have been able to integrate all the data of customers, products and projects to manage them within the system.
The use of electronic mail through Close is also quite easy and is well integrated for communication to be more fluid.
They should review the assignment of roles and permits, since sometimes they have given me problems when selecting them to grant permits to certain employees or teams. Sometimes I have had to change this section several times to make it work properly.
Although there are many CRMs in the market, I think Close is a good option for small or medium companies that have a sales system and use a lot of phone calls. If this is your case in Close you will find a well designed software, easy to use and that gives you the necessary information to improve your sales.
With Close we now have a much broader control of calls, we can analyze them, control the quality offered, review customer data ... All this gives us many details to improve our future attention.
The platform has some very extensive reports, full of information that serves to better understand how your products are working, your team and sales in general. Some reports that provide such useful information are key for our company, because thanks to their analysis we are able to continue improving.