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CRMs

Close is a CRM and sales engagement platform designed to enhance productivity and streamline sales processes. It integrates calling, emailing, and SMS directly into the CRM, allowing teams to manage communications and track leads efficiently. With features like automated follow-ups, task reminders, and real-time pipeline management, Close helps sales teams stay organized and improve performance. Its intuitive interface and mobile access make it easy to use, aiming to boost overall sales effectiveness.

Features

  • Built-in Calling: Integrated voice calling with call tracking and recording.
  • Email Sync: Automatic syncing of emails and communication history.
  • CRM Automation: Workflow automation and task management tools.
  • Pipeline Management: Visual sales pipelines to track deal progress.
  • Reporting & Analytics: Advanced reporting and sales analytics.
  • Lead & Contact Management: Centralized management of leads and contacts.
  • Integrations: Connects with various third-party applications and tools.

Pricing

  • Basic Plan:
    • Price: $129 per user/month (billed annually)
    • Includes core CRM functionalities for small teams.
  • Professional Plan:
    • Price: $299 per user/month (billed annually)
    • Adds advanced features for more robust sales operations.
  • Enterprise Plan:
    • Price: Custom pricing
    • Includes premium features and tailored solutions for large teams and complex needs.

Pros

  • Built-In Calling: Integrated phone system with call tracking and recording is highly valued.
  • User-Friendly: Intuitive interface and easy to navigate.
  • Effective Automation: Strong workflow and task automation capabilities.
  • Pipeline Management: Robust tools for managing and visualizing sales pipelines.
  • Advanced Reporting: Comprehensive reporting and analytics features.
  • Customer Support: Generally positive feedback on responsive and helpful support.

Cons

  • High Cost: Pricing can be steep, particularly for smaller businesses or teams.
  • Limited Customization: Some users find customization options to be limited.
  • Integration Limitations: Fewer native integrations compared to some competitors.

Watch the Tutorial:

Weekly release update: Apr Week 2
Updates from last week! 👀 Here’s what’s new in Salesforge 📬 & Agent Frank 🤖 1. New Feature Drop: Opt-Out Rate Metric is LIVE! Another slick upgrade just landed—we’ve added a new metric card for Opt-Out Rate in both Sequences and the Agent Frank detailed view in Salesforge! Now you can: See exactly how many prospects are opting out of their outreach Spot sequences that might be too aggressive or missing the mark Tweak messaging and targeting for better engagement (and fewer unsubscribes) This is a big win for deliverability, compliance, and keeping outreach sharp. 2. New Feature Drop: Product Email Notifications Are LIVE! 🚀 We just launched a brand-new layer of real-time visibility — Product Email Notifications are now LIVE in Salesforge! Here’s what you will now get alerted about, straight to their inbox: Mailbox(es) disconnected – so they can reconnect before it hurts deliverability New reply received – excluding OOO and bounces, only the real ones Running out of credits – whether it’s sending, validation, or anything else You can opt-in or opt-out of these notifications anytime from their settings. No more guessing. No more blind spots. Just clean, actionable updates to stay on top of their game. New free tools on salesforge.ai 🔨 The Forge Sales GPT: Use our ChatGPT bot to create cold email sequences based on your ICP and value proposition. We're still working on more features & workflow improvements across all forges in April! 🌱