I use Close for lead management and closing deals as efficiently as possible. I really like the automated workflows and the power dialer. I believe phone calls are the personal touchpoints you need to build relationships off of, and those features put them at the center of outreach. Also, the initial setup of Close was very easy for me.
I use Close for my marketing, and I really find the AI built-in to help with workflow build-out very helpful, especially since I'm not as savvy with technology. It's useful for creating workflows for leads, and I like that it helps remember when to reach out to new prospects, keeping me organized with my pipeline. Storing all communication with clients in one place, along with any attachments, is also a great feature. The AI can summarize communications for a quick catch-up, which is handy if I haven't been in a client file for a while. The preset workflow options and the ability to tweak them with AI step by step made the setup process easier. I also appreciate the integrations, which allow communication between other platforms, making Close a more powerful tool. The support function is very responsive and replies in a timely manner every time, even if I may not always understand what they say. Finally, Close was the most cost-effective solution after my research, and although you have to set up most everything yourself, it saves money.
The layout is superior. I love how easy it is to navigate and read information. I love the different features it has as well in terms of customer reach.
Close is a conversation-first CRM built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin.
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