You can see Top 10 CRM Tools for Small and Medium Businesses and Top 3 CRM Tools for Small and Medium Businesses to look into details.

The center of the universe of any business is its customer. Customer relationship management is the most critical task for any organization. To ease this job many online CRM tools and applications are available nowadays to help the business deal with their customer efficiently. CRM is the key feature to the success of any organization and requires utmost attention. Close.io is one such CRM tool designed for startups and SMB’s for inside sales.

 

It bridges the gap between the customer and the organization by giving inbuilt E-mailing and calling facilities to the salesperson. It gives you the opportunity to make unlimited calls and also keeps logs of the conversation thus brings one step closer to pitch the deal.

Editions And Pricing

Close.io offers a 14-day free trial. No credit card required. After that time, subscriptions are as follows:

Basic	$65 per user per month	Unlimited Leads 2-way email integration Unlimited Opportunities Mix and Match Plan Unlimited Contacts API Access
Professional	$110 per user per month	Basic + Bulk email sending Calls Automatically tracked Phone Number Unlimited calling(U.S. and Canada)
Business	$165 per user per month	Professional + Unlimited calling(Globally) Toll-free/number ring groups Voicemail drop Call Transferring Custom Reporting Graph

Capabilities And Supporting Set of Features

Inbox
It stores the emails received from the leads, which helps in keeping track of the potential customers. Also, it has a feature of Snooze, that is, if a particular email is to be used some other day, it can be removed from inbox at that time and reappears in the inbox on the desired day.

 

 

Opportunities
It helps in monitoring the status of the deal. It generates the lump sum metrics about the total value, expected value a particular sales lead will have. Along with that, it gives the complete status of the sales progress.

 

 

 

Leads
It has all the information of the leads. It shows all the leads that the salesperson currently has, and also empowers the salesperson to call and email them immediately. Also, unlimited calls can be made easily with the tool without the use of the physical telephone which paves way for swift sales communication. Notes containing some information about the leads can also be made for future references. Calls and emails are automatically updated for each contact’s history.

Reporting
This feature helps generate the report of the overall activities that are performed. Statistics of the leads that were contacted, an opportunity created and calls and emails made to the sales lead are generated automatically. Status Changes shows the change in the lead status from the beginning to the end. Explorer gives a graphical representation of the leads generated.

 

 

Smart Views
Smart View has options that allow us to see the individual lead status. We can see the exact progress status of the lead using this feature. The salesperson can easily track which lead is recently contacted, the lead which is a misfit etc. and thus help pitch the deal.

 

Mobile Accessibility

Mobile app for Close.io is also available for android, iOS, and windows, for those who want to use a mobile device.

Integration

Close.io offers integration with Zapier, Zendesk, Wufoo, BedrockData, DripEmails.

Support

Close.io offers 24/7 E-Mail Support, Sales support, and phone support.

Pros and Cons of Close.io

Pros

• User-Friendly Interface
• Inbuilt calling and E-Mail feature
• Automatic call and E-mail recording
• Complete report generation
• Bulk E-Mailing
• Easy to import leads
• Easy to track how everyone in the organization is working with clients

Cons

• Low-Quality audio calls.
• Low Customization

Differentiator

With its built-in calling and Email feature close.io serves the purpose of efficient sales communication. Also by maintaining call logs and E-Mail logs it enhances the product usability.

For more details, please visit Close.io Website