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A sales CRM with built-in calling, SMS and email for inside sales and high-velocity teams.

Talk to us about Close
01

What we do with Close

Open any item to see how we implement and run Close.

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01

Calling, SMS and email setup

Close

Close includes a built-in dialer, SMS and email, so reps work every channel from one screen.

What’s included

  • Phone numbers and dialers
  • SMS and email setup
  • Call recording

Category

CRM

Talk to us about Close
02

Workflows and sequences

Close

Close Workflows combine emails, calls and SMS into automated outreach cadences.

What’s included

  • Multi-channel workflows
  • Templates
  • Enrollment rules

Category

CRM

Talk to us about Close
03

Smart Views and lead management

Close

Smart Views are saved lead filters that build each rep's daily call and follow-up list.

What’s included

  • Smart Views
  • Lead statuses
  • Custom fields

Category

CRM

Talk to us about Close
04

Reporting and coaching

Close

Close reports cover activity, funnel conversion and call outcomes, giving managers what they need for coaching.

What’s included

  • Activity comparison
  • Funnel reports
  • Call coaching

Category

CRM

Talk to us about Close
Kelowna marina and mountains, Kelowna
02

Pairs with

Solution Design & Automation

CRM architecture, integrations and workflow automation that remove manual work.

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Peace Bridge and Calgary skyline at night, Calgary

Contact

Let’s get to work. Start a conversation.

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