Close.io — CRM for Young Startups

CRMs, or Customer-Relationship Managers, are a key piece in today’s work environment. When used properly, they streamline workflows and make everyday processes more efficient.

A top-tier CRM integrates many different SaaS tools so that most of your work can be done off of one platform. With that, I’d like to introduce my CRM of choice — Close.

Practical Uses for Close

For Sales Development Reps/Account Executives

Anyone working in sales will understand the importance of managing their pipeline effectively. Close makes it simple to organize your sales pipeline so that you can track your next tasks easily.

First off, you can import all of your leads onto Close and organize them by their status (potential, not interested, qualified, etc.). This makes it easier to get a broad overview of what step of the sales funnel your leads are at. By managing the status of your leads, you’ll be able to sort between leads that require immediate attention and ones that can be put on the back-burner.

Another way Close makes life easier is by allowing you to schedule your next tasks for a lead. For example, you can remind yourself to follow up with a phone call with one lead, and send out an email to another. You’ll be able to organize and plan your upcoming tasks so you won’t waste time figuring out what needs to get done next.

For Marketing Associates

Need to send out email sequences regularly? If so, Close is perfect for you.

Close has its own section specifically for email cadences. For anyone who might not know, an email cadence is a sequence of emails sent over to qualified prospects to spark interest in your brand. Generally, these cadences are executed over a period of days or weeks.

Close allows you to organize all your cadences on one platform. You can import templates and manage how often you’ll send a new email out. Cadences can be automated which frees up time for your marketing team to work on other tasks.

For the Customer Service Rep.

As a customer service rep, much of your day is spent answering tickets on a CRM. Tickets are a common way of grouping together all customer inquiries and complaints.

Close does a great job of managing these tickets. Anytime a customer reaches out to you, Close automatically turns it into a ticket for you to reply to. For example, if a customer calls your number and leaves a voicemail, this voicemail will be added to the ticket screen.

Other examples of tickets are inbound emails from customers, replies to online posts, and mentions on social media.

Close is such an effective solution for customer success teams because it brings most of the work to you.

Conclusion

There are dozens of CRMs on the market nowadays, so I recommend performing your own research before settling on one. For smaller companies where one role sometimes intersects with others, Close is my CRM of choice.