Ever feel like walking away from your desk and taking care of a few sales tasks from the convenience of your phone? Well, now you can—please give a warm welcome to the brand new Close mobile app, available now in the App Store!
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Communicating with your customers on the go, and being responsive no matter where you are, is a huge deal for salespeople today. Sometimes you just don’t have the time to open up your laptop, find a good WiFi connection, and connect with your prospects.
Whether you're visiting a client or just grabbing a cup of coffee, you want to stay connected with prospects. We get you. And the new Close app is here to help you crush your sales goals.
What Can You Do in the Close Mobile App?
Everything you love about the Close desktop app, in the palm of your hand. Here are just a few sales tasks you can do on the go with the Close mobile app.
Keep in Touch with Your Prospects and Customers—Anytime, Anywhere
Whether you’re running to the office or running errands, you can keep in touch with important contacts using the Close app for iOS.
Communication is a key part of our new app, including:
Outbound Calling
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Want to make sales calls on the go? Simply open the Close app, look through your Leads and Contacts, and start making calls. You can even view your lead profile, check activity information, or add notes while on the call. All of your calls will be recorded and saved in Close, just like when making calls from your desktop.
Protip: Want to receive incoming calls to your cell? Set up call forwarding to answer calls while on the go. The app will support this via VOIP later this year.
Emailing
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Ever needed an email template from Close to reply to a customer or prospect quickly? Now, you can just open up the app, select a template, and keep your responses clear and concise with the messaging you already know works.
SMS
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Texting from your work number shouldn’t require you to open up your laptop. Now you can open up the Close app and send a quick text to your customers and prospects.
Enter Every Meeting with the Context You Need
Even when you’re selling on the go, you need to know who you’re talking to before walking into a meeting.
The Close mobile app lets you see that bigger picture at a glance (without opening up your laptop in the parking lot and skimming WiFi from the nearest Starbucks!)
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In the Lead profile in Close, head to Details and Activities to get context about the opportunities on the table, your main contacts at this company, and the activity you and your team have had with prospects.
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Consistently Update Your Data No Matter Where You Are
Bad data is the root of bad sales, lost deals, and missed goals. Don’t wait until you’re back in the office to write down important sales data.
Want to remind yourself to follow up with someone? Need to make notes on a call or meeting? Found a new lead you need to add to your favorite CRM?
No worries—you can now do all of this from the Close app.
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Now, you never need to worry about forgetting important details of a meeting when you’re on the go. Your data stays consistent because you’ve got the power of a CRM right at your fingertips.
You can also use the Close mobile app to see your data quickly, including pipeline reporting.
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Be Real-time Responsive, Even on the Go
Sales is a fast-paced world—if you wait too long to respond, you can easily miss out on big opportunities.
With Close’s mobile app, you can see new emails or messages, tasks assigned to you, and more right in your Inbox. Check your inbox on mobile for a quick view of what’s new in your world, and be the kind of salesperson your prospects love to get in touch with.
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Unlock the Power of a Pocket-Sized Sales Assistant with Close
The Close mobile app is your friendly sales assistant, ready to help you crush your quota and close more deals—no matter where you are.
Best of all, the app will continue to get better over time. Later this year, you’ll see inbound calling, push notifications, improved SMS, reporting, and dark mode (as well as support for Android) in the Close mobile app!
Add this powerhouse CRM to your pocket by downloading the Close app today. Your revenue will thank you for it.
