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Close mention · December 13, 2017

MeisterLabs Built a Workflow in Slack to Manage Vacation Requests

Communication sits at the heart of any great relationship—including co-workers or different teams within a company. But as businesses grow, communication can dwindle. Ensuring different departments know what the others are up to can be a challenge. MeisterLabs, creators of MindMeister and MeisterTask found a simple fix. With more
Close mention · December 12, 2017

The Zapier Guide to Line Items

e pluribus unum. The timeworn phrase that graces most US banknotes—Latin for "Out of many, one"—was intended to represent the United States being one nation of many states, could easily have a double meaning. After all, so often when you open your wallet to pay a receipt more
Matthew Guay
Written by Matthew GuayLast updated October 31, 2014

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 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 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 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, 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 will leave your pre-recorded message. You can even setup a ring group so all sales agents' Close 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 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 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'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 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.

Have any feedback on this overview, or something we should change? Let us know!

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Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

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