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December 26, 2013

Close.io – Bolster Sales & Track Leads

ss-close.io
In the world of sales, efficiency is everything. Close.io is a web-application that was built by salespeople for salespeople. The system itself was developed as a solution to the problems that sales reps for Elastic were having when dealing with an outdated CRM platform. Frustrated by the inefficiencies of the platform they were using, Elastic decided to build its own tool and ended up creating Close.io in the process.

Close.io is a platform that makes calls, sends emails and automatically tracks all sales activity for companies of all sizes. Visit your dashboard page to see an overview of your sales pipeline. All the deals in your pipeline are viewable on one screen, and they can be sorted by user or by status. Collect detailed information about each sales lead by adding notes, contact information and custom fields. All sales calls and emails are logged into the system automatically, and new lead information pops up on your browser screen the second your telephone rings. As a result, you’re able to get a full overview of all the activity going on with each lead on a single screen, including the conversations your colleagues have had with other contacts at the lead’s company.

In addition to tracking calls, Close.io also makes them. Use VoIP calling to connect with leads without leaving the online platform. Find contact information from past leads by searching in your company’s database. Close.io lets you search by activity (like email or call) along with date or lead name. Ultimately, salespeople who use Close.io are able to increase the time they spend communicating with potential clients and decrease the time they spend handling manual entry tasks.

Practical Uses:

  • See whether your colleague has been able to connect with a specific lead
  • Contact leads using VoIP calling
  • Collect and store vital information about potential clients in a centralized place
  • Cut down on the manual entry tasks that go along with most CRM systems

Insider Tips:

  • Enter your IMAP and SMTP settings to track messages sent from Gmail
  • Import data to Close.io using the “bulk import” tool
  • Close.io uses VoIP calling
  • Close.io’s web version has all the same functionality of its native application, except for the ability to make and receive calls

What we liked:

  • Close.io automatically logs all emails that have been sent and received from leads
  • Users with the Professional plan can make an unlimited number of U.S. calls
  • Close.io offers a CRM migration tool that people can use to import sales data into the system
  • The system integrates with many other popular sales applications

What we didn’t like:

  • Companies that use Close.io’s web version can’t make or receive phone calls through the app

Alternatives:

Company Info:

  • Launched: January 2013
  • Privately Held
  • Headquarters: Mountain View, California
  • Founded by: Elastic
  • Web site: http://close.io

Costs:

  • Basic plan is $59 per user, per month (billed annually)
  • Professional plan is $299 per month (billed annually)
  • Business plan is $149 per month (billed annually)

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