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Download Close.io

Close.io

By Elastic Inc.  (Free)
User Rating
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Description

For every business, communication with your leads and potential clients is important. Close.io is a CRM that is focused on simplifying the call process and simultaneously lets you get more done whilst talking to clients.

Close.io was built by Elastic's sales lab from the ground-up, for phone and email driven sales teams. It is more than just a CRM, it can be your team's phone center and the place where all customer interaction is logged automatically.

Close.io is an efficient CRM that has been designed with the goal of making sales people as efficient as possible. With Close.io you can make and receive calls with just 1-click, and because calls are logged automatically, the lead activity data is displayed as soon as the phone rings, giving the sales team exactly the information that they need at their fingertips.


Auto-Data Logging
This feature clearly sets aside Close.io from other CRM products.With Close.io phone calls are treated much in the same way that emails are. Sales reps can make, and receive, calls from potential clients directly from within the app, rather than using a separate phone line. These calls are then automatically logged and attached to the relevant client’s file. This is real time saver, as sales reps can spend their time making calls and waste no time logging information.


2-way Email Integration
A noteworthy feature is the 2-way email integration. The app is able to take all emails that any member of your team receives or sends, and attaches them to the file of any relevant lead. This data can be viewed by looking at the relevant client’s file. All this is undertaken behind the scenes, with no data entry required.

Integrations
Close.io integrates well with the following apps and services: Zapier, Clearbit, Bedrock Data, Leftronic , Quickmail, LeadFuze, Hipchat, and GetDrip. There is also a developer API available as well.

Support Options
Close.io offers the following support options: FAQs, Forum, Knowledge Base, Online Support, Phone Support, and Video Tutorials.

Pricing
Close.io uses a subscription pricing model, with plans starting from $59.00 per user, per month. There is a 14 day free trial available (no credit card required). The Basic plan costs $59 per user per month. For this price you get the basic app with contacts, leads and opportunities, 2-way email integration and API access. For $99 per user, per month, you get the Professional plan. This comes with everything offered in the Basic plan, along with bulk email sending, automatic call tracking, and a phone number with unlimited calling in the USA and Canada. The Business plan is priced at $149 per user, per month. With this plan, you get all the Professional plan features, plus additional unlimited worldwide calling, call audio recording, toll-free numbers and ring groups, voice-mail drop, call transferring, and customer reporting graphs. Finally, the Enterprise plan is priced at $299 per user, per months and comes with all of the Business plan features, plus personalized training and sales consultation, integration and VoIP consulting, custom NDA and enhanced support.

Bottom Line
Close.io is ideally suited towards SMB’s. The app supports Mac and Windows OS and offers a mobile web solution as well. With key features including automatic call tracking, audio call recording, call forwarding and a sales workflow with no manual data input required, you can see why numerous businesses use Close.io as their CRM of choice.