Win more business and keep clients renewing year after year.
Close was built to optimize your sales process. With native calling, SMS, and email sequencing you’ll be able to follow-up faster than ever before.
Plus, built-in Smart Views surface your best and biggest opportunities, ensuring your energy is always spent where it matters most.
Contact leads and clients over email, phone, or SMS
Easily import new leads in bulk
Keep track of every lead, contact, and conversation
Get meetings reminders in your CRM
Assign tasks and leads to your team
Keep everything in one central place so any agent can answer a client inquiry in a snap. Spend more time writing quotes, and less time juggling different tools, devices, and communication channels.
Get proactive with your re-quotes so your clients don’t have a lapse in coverage or look elsewhere. Automate contact lists for key dates before renewal, so you always reach out at the most opportune time.
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Build real relationships with your clients by staying in touch throughout the year. Set up email automations to share updates and ask for referrals. With Custom Fields, you can track exactly who’s bringing you business.
Since 2013, Close has been a leading authority on SMB sales, and has helped thousands of businesses optimize their sales approach. Rest assured that our team will be with you every step of the way.
Some CRMs take months to implement and are filled with features you’ll never touch. Close makes it easy to get started and works just like you do.