Product Features:
  • Specific for Financial Advisors
  • Analytics
  • Calendar/Reminder System
  • Campaign Personalization
  • Contact Database
  • Contact Import/Export
  • Email Marketing
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Lead Segmentation
  • Marketing Automation/Integration
  • Relationship Tracking
  • Segmentation
  • Task Management
  • Territory Management
United States
Product Information

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop all without add-ons. Every touchpoint with a lead is automatically tracked in a visual timeline so your team can skip the CRM busywork and focus on the deal. With productivity tools like the task reminders and the Power Dialer, youll reach more leads, follow up more often, and close more deals. Close pricing starts at $35.00 per month, per user. They do not have a free version but offer a free trial.