- Quotes (Proposals)
- List Management
- Customer Support
- Marketing Automation
- Lead Scoring
Overview
Features
Pricing
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8.6/10
Spot Score
Close stands as a sales engagement CRM tailored to assist SMBs in converting more leads to revenue. They are committed to fostering future-forward businesses: nimble, intelligent teams operating remotely. For tech-savvy teams aiming to grow without the hefty costs of ... Read More
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's response to a prospective customer's request - one legal entity offers another a contract. The conditions of the supplier's quotation bind him legally. The quotation document may include additional information, such as taxes, raw material, labor expenses, and other elements that influence the final price. It also consists of the time it will take to finish the service or deliver the items, and the time it will be valid. A quotation, which appears to be a minor component of the business process, is often essential in acquiring and retaining consumers.
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals with the list owner, and coordinating fulfillment with the list owner's service bureau are all part of the job. Companies looking for quick wins overlook the value of email list management. It isn't easy to form long-term relationships with subscribers unless you maintain your email list carefully and pay attention to every one of your subscribers. To achieve the best return on investment, it's preferable to have an email list made up of really engaged subscribers. A properly managed email list is made up of people who are interested and have legitimate email addresses. It positively impacts email deliverability, sender reputation, user engagement, and bounce rates.
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product. From product planning to installation, training, troubleshooting, maintenance, upgrading, and disposal, it covers it all. Client service is critical to your organization since support workers are responsible for rapidly and effectively resolving customer issues and increasing customer happiness. Customer retention, customer lifetime value, and brand reputation are all affected due to this. Your customer service representatives are specialists in your product. They should provide a wide range of proactive technical assistance while also providing excellent customer service: they should have the patience and people skills to help unhappy clients find a solution.
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet channels while automating tiresome operations. Marketing automation aids in the identification of potential buyers and automates the process of nurturing those leads until they are ready to be converted. It automates behaviors that lead clients to the point where the sales team may approach them directly to close a purchase and start a long-term relationship. The data it collects can help you select which marketing approaches to utilize.
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in your company, where they are in the buying cycle, and whether or not they are a good fit for your company. Companies can use lead scoring to determine if prospects should be fast-tracked to sales or nurtured. The finest lead scoring systems consider demographic and firmographic factors like company size, industry, job title, and behavioral factors like clicks, keywords, and website visits. The purpose of lead scoring is to determine which leads are ready for sales and which ones need more nurturing. There should be no lead left behind.
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call recording and phone tapping. Data from a telecommunications system or private branch exchange (PBX) is gathered in the form of call detail records, which include the originating station, destination, start and end times, and transmission parameters (CDRs). The data is often presented via a serial communications port on earlier PBXs, or, more recently, via a computer network over an Ethernet connection on more current PBXs. CDRs are gathered on computer systems that run call logging and analysis applications via the interface. Although some PBX vendors supply simple call tracking software, there are many additional third-party options.
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google spreadsheet containing entries for all of the persons with whom you conduct business can be used to manage your contact data. On the other hand, many companies prefer to employ specialized contact management software. This is especially useful if you have many contacts to keep track of or several persons who need access to the information. Instead of contact management software, some businesses employ Customer Relationship Management (CRM) solutions. CRM software often includes contact management elements and features that assist firms in managing their connections.
An outbound call center is a call center that makes outbound calls to customers. Sales teams typically utilize outbound centers to make cold calls to potential customers. Outbound calls can also be used to survey clients and acquire market data. Outbound call centers have been improving every year and have been increasingly efficient in generating qualified sales leads for businesses. But this does come at a price; of course, calling people is no longer something that’s done solely by humans. The industry has seen the rise of the outbound call center software and today most businesses employ the use of outbound call center software to improve their sales performance.
An inbound call center is a customer support function responsible for answering incoming client phone calls. On the other hand, Outbound call centers make phone calls to customers, whereas contact centers handle customer encounters from various sources, not simply phone calls. Customers contact inbound call centers for various reasons, including placing a purchase, making a complaint, asking a question, or canceling a flight ticket. It is the call center's obligation to respond swiftly and deliver a professional and knowledgeable experience. The ability to provide a high-quality customer experience largely depends on the quality of inbound call center personnel. For customers, the agent is the company's voice.
Many programs feature concurrency, allowing multiple users to work on the same record simultaneously. Concurrency control, on the other hand, is the technique through which the outcome of a record's update/delete operation is determined when many users are working on the same record at the same time. Concurrency refers to an algorithm's or program's capacity to perform multiple tasks at once. The notion is similar to parallel processing, except instead of doing the same job, multiple independent processes might execute different things at the same time.
Progressive dialing is a "middle ground" solution between manual and more advanced predictive dialer solutions. When making outbound calls, a progressive dialer, like a predictive dialer, is used to remove the need for agents to dial consumer phone numbers manually. Progressive dialers are used in customer service, distribution, telemarketing, collections, and any other sector requiring making outbound calls from a list but not burden call center personnel with the actual dialing. Schedule appointment reminders within the dialer queue by recording your voice in a WAV file or starting an Auto Dialer script.
A predictive dialer is an outbound dialing system that selects numbers from a list and dials them automatically. A predictive dialer dials numbers before detecting a link, at which point the call is transferred to a live agent. Dialers filter out busy signals, voicemails, no-answers, disconnected numbers, and so on. A predictive dialer helps sales agents do their job in the most effective, efficient, and productive way possible. They use an algorithm to dial numbers and connect with people.
Queue time refers to when something is ready to be worked on but is waiting for someone to do so. These backlogs and delays accumulate throughout the entire system of activities and resources, from the beginning to the completion of a project, and cause our projects to take significantly longer. Queue Management (Calls) ensures shorter wait times. Fewer missed calls, more efficient workload distribution among agents, and a better customer experience when done correctly. It's crucial to have a robust call queue management system. As a result, customers' call wait or hold times are reduced and managed.
The process of recording incoming and outgoing calls into a call center is known as automatic call recording. Marketing Automation Software with an automatic call recording feature records each call and saves the file in the system. This gives users the option to evaluate and analyze calls as needed in order to improve the call center's performance and operations. Call recording is a common practice in many firms, and it's even mandatory in some. Financial firms, for example, are required to preserve a record of all transactions, including telephone talks with consumers. Other businesses want to record phone calls in order to verify purchases, resolve claims, and obtain express authorization for a transaction.
The process of listening in on employee calls to improve communication and customer service is known as call monitoring. It's most typically utilized in customer service situations to help reduce total agent training time and provide a consistent, high-quality support experience. Call monitoring can help any department in your company that interacts with clients and consumers regularly. You'll be able to assist your business run more smoothly and speed up the training process for any new staff if you have a good management team analyzing calls in real-time. Calls can be recorded for later retrieval or done in real-time with or without the agent's awareness.
Starts from $25 when Billed Yearly
Monthly plans
Show all features
Starter
$29
Store Leads, Contacts, and Opportunities
Email and SMS templates
Pipeline and activity reporting
Zapier integration and API access
Basic
$69
Includes features of Starter plan, plus
Unlimited Leads, Contacts, and Opportunities
Custom Activities
Leaderboards
Roles & permissions
Professional
$99
Includes features of Basic plan, plus
Sales automation (Sequences)
Multiple Pipelines
Send bulk email
Power Dialer
Call recording
Business
$149
Includes features of Professional plan, plus
Custom reporting (Explorer)
Custom Objects (Beta)
Call Coaching
Predictive Dialer
Voicemail drop
Custom roles & permissions
Support SLA
Yearly plans
Show all features
Starter
$25
/User/Month
Store Leads, Contacts, and Opportunities
Email and SMS templates
Pipeline and activity reporting
Zapier integration and API access
Basic
$59
/User/Month
Includes features of Starter plan, plus
Unlimited Leads, Contacts, and Opportunities
Custom Activities
Leaderboards
Roles & permissions
Professional
$89
/User/Month
Includes features of Basic plan, plus
Sales automation (Sequences)
Multiple Pipelines
Send bulk email
Power Dialer
Call recording
Business
$129
/User/Month
Includes features of Professional plan, plus
Custom reporting (Explorer)
Custom Objects (Beta)
Call Coaching
Predictive Dialer
Voicemail drop
Custom roles & permissions
Support SLA
Starter
$29
Store Leads, Contacts, and Opportunities
Email and SMS templates
Pipeline and activity reporting
Zapier integration and API access
Basic
$69
Includes features of Starter plan, plus
Unlimited Leads, Contacts, and Opportunities
Custom Activities
Leaderboards
Roles & permissions
Professional
$99
Includes features of Basic plan, plus
Sales automation (Sequences)
Multiple Pipelines
Send bulk email
Power Dialer
Call recording
Business
$149
Includes features of Professional plan, plus
Custom reporting (Explorer)
Custom Objects (Beta)
Call Coaching
Predictive Dialer
Voicemail drop
Custom roles & permissions
Support SLA
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Disclaimer: Pricing information for Close is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .
Contact
http://help.close.com/
Customer Service
Business Hours
Online
Location
San Francisco, California
Close stands as a sales engagement CRM tailored to assist SMBs in converting more leads to revenue. They are committed to fostering future-forward businesses: nimble, intelligent teams operating remotely. For tech-savvy teams aiming to grow without the hefty costs of enterprise software, Close presents the ideal sales solution. With Close, teams can email, call, and text leads directly without needing extra add-ons. Boasting productivity-enhancing features like Sequences, task reminders, and the Power Dialer, users can engage more leads, ensure timely follow-ups, and secure more deals. Everything is presented on a singular timeline, ensuring complete transparency across teams. Their integrated call coaching facility also empowers sales leaders to guide their teams towards potentially doubling their performance, all within the confines of the CRM. Distinctly, Close remains the only CRM devoted exclusively to the requirements of SMBs and teams poised for growth, guaranteeing that their customers always receive full support.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta