Close CRM Testbericht: Vorteile, Nachteile, Funktionen und Preise
Close CRM is a Customer Relationship Management (CRM) software designed to help sales reps and sales teams manage customer interactions and sales pipelines effectively. It best serves small to medium-sized businesses, especially those in tech startups and sales-driven environments, where teams require a robust communication and tracking tool. Close CRM offers a streamlined platform that prioritizes sales productivity and team collaboration.
Close CRM addresses common pain points like inefficient communication, follow-up, and outreach tracking for sales teams. In this article, I'll cover Close CRM's features, pros and cons, use cases, pricing, and more, so you can decide if it aligns with your sales and customer management needs.
Close CRM Evaluation Summary
- From $35/user/month (billed annually)
- 14-day free trial
Why Trust Our Software Reviews
We’ve been testing and reviewing RevOps software since 2022. As RevOps leaders ourselves, we know how critical and difficult it is to make the right decision when selecting software.
We invest in deep research to help our audience make better software purchasing decisions. We’ve tested more than 2,000 tools for different RevOps use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & our software review methodology.
Close CRM Overview
In my opinion, Close CRM is a solid choice for sales-focused teams seeking a reliable CRM platform. It excels in supporting communication and sales tracking, making it a good fit for small to medium-sized businesses, particularly in tech and startups. While it offers strong customer support and valuable features, its ease of use could be improved. Compared to competitors, it stands out with its intuitive sales pipeline management but may lack some advanced integrations other CRMs provide. If you're prioritizing sales efficiency and team collaboration, Close CRM could be the right tool for your team.
pros
-
You can manage your sales pipeline efficiently with its user-friendly interface.
-
Its strong communication tools help your team engage better with clients.
-
Enjoy excellent customer support that quickly resolves issues.
cons
-
Your team might find the learning curve a bit steep initially.
-
It lacks some advanced features found in other CRM platforms.
-
You may find limited customization options for specific business needs.
-
Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
Visit Website -
QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Contact Management: You can store and manage all your customer information in one place. This helps your team keep track of client interactions easily.
Sales Pipeline Management: Visualize your sales process and track deals through each stage using built-in automation tools. This feature helps your team focus on closing deals efficiently.
Email Integration: Close CRM offers email sync and templates to manage communications without switching platforms. This keeps your conversations organized and accessible.
Reporting and Analytics: Generate reports on sales performance and customer data. Use this to make informed decisions for your team.
Task Management: Assign and track tasks within your team to ensure nothing falls through the cracks. It keeps everyone aligned with their responsibilities.
Lead Scoring: Prioritize leads based on their potential to convert. This helps your team focus efforts on the most promising opportunities.
Ease of Use
Close CRM offers a user-friendly interface that simplifies managing your sales pipeline and contacts. However, your team might face a learning curve initially, especially if they're new to CRM software. Its intuitive design and straightforward navigation make it accessible once you get the hang of it. Compared to other CRMs, Close CRM prioritizes ease of use, but some users feel it could improve in customizing dashboards and workflows to better fit individual preferences.
Integrations
Close CRM integrates with Gmail, Google Calendar, Microsoft 365, Calendly, SavvyCal, Zoom, Hubspot, JustCall for SMS, Segment, and Zapier.
Close CRM also offers a public API, allowing your team to build custom integrations and connect with third-party tools.
Close CRM Specs
- 2-Factor Authentication
- Accounts Payable
- Accounts Receivable
- API
- Approval Workflows
- Balance Sheet
- Billing/Invoicing
- Budgeting
- Calendar Management
- Comparative Reporting
- CRM Integration
- Custom Reports
- Customer Management
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Expense Tracking
- External Integrations
- Forecasting
- General Account Ledger
- Historical Data Analysis
- Inventory Tracking
- Multi-Currency
- Multi-User
- Notifications
- P&L
- Payroll
- Scenario Planning
- Scheduling
- Supplier Management
- Tax Management
- Time Management
