Wealth Management
Turn more leads into revenue with the intuitive CRM for financial services
Start reaching hundreds of leads per day and creating clients for life.
Stress-tested (and loved) by rapidly growing firms
We only grow when you do. Since 2013, Close has been a leading authority on SMB sales, and has helped thousands of businesses optimize their sales approach. Whether it’s technical support, training, or additional services, we’re here to guarantee your success.
Investment Banking
Loans and Lending
Insurance Brokerages
Debt Management
Taxes and Accounting
10x your client base with smarter prospecting
The most successful firms never stop recruiting new business. Easily import lists and contact hundreds of leads per day. Whether your prospects prefer to be reached by email, phone, or text — you can do it all in Close.
Win deals like a firm 3x your size
Automation that empowers retention and upselling.
Reach out to your client base proactively to keep them engaged, and improve lifetime value through upselling and cross-selling. Keep track of key moments to reach out, like 30 days before contract renewal.
Easy account management builds trusting, satisfied clients.
Keep every client relationship at your fingertips. Like a second brain, Close keeps your emails, texts, notes and call recordings in one central place. Give clients quick answers, even if you’re not their main point of contact.
More time in your day means more time to sell.
Tab switching is the silent killer of productivity. In Close, you can fire off a text, launch a Zoom call, and assign a task without leaving the app.
Close puts the emphasis on efficiency
Close has been gold for keeping on top of clients. I don’t want my competitors to know about it!
Get your sales right. Try Close today.
Sign up for a 14-day free trial and start selling within an hour.
