Close + Converge

Close is a powerful CRM platform designed specifically for sales teams who prioritize calling and relationship building. Built with a focus on inside sales, Close combines contact management, communication tools, and sales automation in one streamlined interface.

The platform excels at helping sales teams manage their pipeline through built-in calling, SMS, and email capabilities. Close's predictive dialer and call recording features make it particularly valuable for teams that rely heavily on phone-based sales processes.

Close is ideal for inside sales teams, real estate agencies, and B2B companies that prioritize phone-based outreach. Sales development representatives use Close to manage lead qualification and follow-up sequences, while account executives use its pipeline management for deal progression.

The platform works exceptionally well for teams selling high-touch services or complex products that require multiple touchpoints. Companies with remote sales teams benefit from Close's built-in communication tools and centralized activity tracking.

Setting up Close begins with importing your existing contacts and configuring your sales pipeline stages to match your process. The platform offers CSV import tools and integrations with popular data sources to streamline initial setup.

Configure your calling preferences, including local presence numbers and call recording settings, then set up email templates and SMS sequences for automated follow-ups. Train your team on Close's unified inbox and activity logging to ensure consistent data capture across all customer interactions.