Overview

What's better than closing a deal with a customer? Closing more deals! Close CRM is loaded with tools to speed up your sales cycle, such as a speed dialer, email automation, and embedded communication for phone and SMS. These tools will improve your speed to lead, a proven strategy for converting more customers. Close CRM also keeps the interface simple by focusing on just one thing--sales.
This affordable CRM is best for small agencies, freelancers, and sales teams of all sizes. It’s lean, mean, and has the functionality you need to scale quickly. With unlimited contacts and no commitment, it’s a great fit for busy entrepreneurs. You get lead capture forms, tagging tools, email integration, proposal builder, and other advanced features for just $US 39/month/first seat. Additional users can be added at $US 20/month/user. There’s also a basic ten-dollar-per-month plan for single users.

Ease of use

From a single dashboard, you can manage leads and interact with customers. From within the client record, you can make calls, email, add notes and tasks, and change your lead status. Close CRM also lets you automate email campaigns, and track the opens, click rates, and other KPIs. If you make a mistake, the system offers an undo button. Close also makes long lists of sales calls a breeze with built-in VoIP telephony to 200 countries. You can record conversations and develop an effective calling strategy based on successful conversations. You can even redirect calls to another sales rep. SMS messaging is another tool you get with Close CRM. You can send bulk messages to notify clients about special offers and new products. In addition to making communication easy, the interface itself is easy to navigate. Close CRM keeps the UI simple by focusing only on sales tools and communication. Close CRM makes paying easy too. You can drop out of your plan at any month. They will keep your data for a prescribed time, so it's there waiting if you decide to come back to the platform. Alternatively, subscribe to an annual contract, and you'll receive a 15% discount.
Funnel CRM is geared toward SMBs. It’s chock full of essential features without becoming bulky or complex. This lean system is intuitive and easy to learn, making it perfect for solo entrepreneurs and small teams who don't have a lot of time or money.

Support

Close CRM offers email support Monday through Friday, 9 am - 7 pm. The speed of response depends on your subscription tier. The most expensive plan has a response time of up to 6 hours and may include such extra services as a screen share support, service-level agreement, and a dedicated account manager. There is also an extensive online knowledge base.
Funnel is a service that aims to replace the standard contact forms found on many websites. If you’ve ever had to set up a form like this yourself, you may have experienced first–hand the problems you can run into, and are aware of the skills that are needed to implement, create and troubleshoot one. Not only does Funnel provide everyone with easily customisable forms with copy/paste integration, it also comes with a set of useful tools to help you manage the contact requests you receive, send proposals, and manage your customers.

Who is it for?

Close CRM is designed for small to midsize businesses looking to improve their customer relationships and improve sales performance. If you're looking for a combination of telephony, marketing automation, and reporting tools, Close CRM is worth considering. If you're unsure whether this software fits your requirements, a 14-day free trial is available.
This tool is suitable for freelancers and small businesses that have websites with contact forms. Since it’s built for SMBs, it is packed with all the essential features without making the system complicated and bulky. Some examples of these include contact forms, customer tracking, deals tracking, optimized communication channels, and proposals. Funnel CRM offers plans to cater to the needs and budget of freelancers, SMBs and large companies' sales personnel.

Ease of Use

4.6
4.6

Support

4.6
4.8

API Access

yes
no

Free Trial

yes
yes

Free Version

no
no

Contact Management

yes
yes

Molile Access

no
yes

Task Management

yes
no

Social Integration

no
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
no

Lead Management

yes
yes

Marketing Automation

yes
no

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison