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About Us video

Video Summary

- Close is a high-performance CRM designed for winning sales teams. - The key commonality among successful sales teams is their ability to adapt quickly, execute faster, and close deals more efficiently. - Close offers a seamless experience by consolidating communication channels such as calling, SMS, email, and video meetings into one unified view. - The CRM features a built-in workflow to accelerate execution and email automation and sales dialer tools for hassle-free follow-up, increasing connections with leads. - Many representatives consider Close as the easiest to use yet most powerful CRM for pipeline management, allowing quick setup and enabling sales from day one.

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Product Walkthrough

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Demo video

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1. **Introduction and Overview:** - Nick Persico, Director of Sales at Close, provides a demo focused on showcasing Close's key features for startups and small businesses. - Close aims to enhance sales productivity for smart, agile, and remote teams. 2. **Revenue Increase Strategies:** - Close helps increase revenue through three key strategies: - Improving selling efficiency by prioritizing quality leads, enhancing reach rates, and automating repetitive tasks. - Streamlining the tech stack with built-in features such as two-way email sync, calling, SMS, and sales automation tools. - Offering user-friendly design for fast onboarding and high adoption rates, providing quick return on investment (ROI). 3. **Data Import and CRM Overview:** - Discusses the ease of importing data into Close, offering a free migration service for new customers. - Provides a walkthrough of Close's CRM features, emphasizing the importance of speed in communication. 4. **Automated Outreach and Bulk Tools:** - Demonstrates how Close's smart views, search, and filtering tools enable dynamic lists for targeted outreach. - Explains three outreach options: bulk email for one-off campaigns, sequences for automated series, and dialers for calling. 5. **Reporting and Integration:** - Highlights Close's powerful reporting tools, including the opportunity pipeline view, opportunity funnel report, and activity overview and comparison reporting. - Emphasizes the importance of seamless integration with various platforms, showcasing Close's partnerships and integrations with other business tools.

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