New for Our Close.io Integration: Find Contacts, Add More Lead Info, and Export Data
New for Our Close.io Integration: Use Zaps to Run Opportunity Reports and Gain Performance Insights
New for Our Close.io Integration: Use Zaps to Randomly Assign Leads to Your Team, plus More
MeisterLabs Built a Workflow in Slack to Manage Vacation Requests
The Zapier Guide to Line Items
Customer.io Automatically Standardizes Form Submissions for Reporting
Updates for Close.io: Use Zaps to Run Reports, Perform Bulk Actions, and More
New for Close.io: Pinpoint Contacts and Opportunities, Toggle Call Forwarding, Export Leads, plus More
Updates for Close.io: A More Powerful Integration with 13 New Triggers and Actions
For some businesses, email communications are enough. For others, add in social networking and their bases are covered. But for your business, calls are important, and you need a CRM that's focused on simplifying your calls process and letting you get more done while actually talking to clients.
That's what Close.io is designed for. Built by Elastic's sales lab specifically designed for a sales team, it's an app that's built from the ground-up for phone and email driven teams. More than just a CRM, it can be your team's phone center and the place where every customer interaction—even outside the inbox—is logged automatically.
In a sharp change from most CRMs that support Zapier, Close.io has a web app but its main efforts center around its Mac and PC apps. There you'll find full call integration, where you can make and receive calls right from the app—and with a business plan or higher, you can record calls right inside Close.io as well. During your call, you'll see your customer's info, previous interactions your team has had with them, and more. It's everything you'd expect from an email-centric CRM, designed around calls.
With all but the most basic version of Close.io, you'll get a free phone number with unlimited minutes in a number of countries around the globe, or a toll free number in the US and Canada if you want. You can, if you'd like, pre-record voicemail messages to leave contacts, so once you hear that all-too-familiar beep you can press a button and Close.io will leave your pre-recorded message. You can even setup a ring group so all sales agents' Close.io numbers will ring, or forward a call to another agent right inside the app. It's a great VoIP call system for your team that just happens to have a CRM included.
Calls won't cut it every time, though, so Close.io has great email integration as well. It can pull in your email conversations automatically, and simplifies emails by letting you save email templates that you can easily turn into personalized messages for your contacts.
Finding the people you should get in touch with in Close.io is easy, both with its filtering and smart views. They'll let you find all the people you've never emailed, for example, or the people you've called more than a half-dozen times. Then, once you've drilled down to a specific set of contacts, you can use Close.io's bulk email tool to email them all at once. That's a great way to balance your followups between calls and emails, without having to keep track on your own of who you've called most recently.
Close.io is a CRM that's fast to use, with just the features that you'll need to make sure you're contacting your leads via email or calls often enough to make the deal. If your team needs a great sales phone system and a way to keep up with your contact info, it's a CRM well worth considering.