Implementing Close software involves a structured process that can be completed in a matter of weeks, making it significantly faster than many other CRM systems. The typical implementation process includes several key steps:
The entire implementation process for Close typically takes less than six weeks, from preparation to go-live. This rapid deployment is one of the key advantages of Close, allowing businesses to start benefiting from the new CRM system quickly.
Yes. Close CRM offers a high degree of customization, enabling businesses to tailor the platform to their unique sales processes without requiring extensive technical resources.
Custom Data Structure
Capture industry-specific or business-specific data points relevant to your workflow.
Custom Sales Pipelines
Adapt the CRM for various use cases, including SaaS sales, consulting, agencies, recruiting, real estate, and other service-based businesses.
Custom Activities
Report on these activities separately for deeper performance insights.
Workflow Automation
AI-powered workflow capabilities are available on higher-tier plans.
Email, SMS, and Calling Customization
Utilize built-in calling, SMS, Power Dialer, Predictive Dialer, and call coaching features to support different sales motions.
Reporting & Analytics
Advanced reporting assistance is available through Close Professional Services.
Integrations & API
REST API, OAuth, and webhooks enable custom integrations with internal systems, ERP platforms, marketing tools, lead enrichment providers, and data warehouses.
User Permissions & Access Controls
Setup and Data Migration Fees: Implementing Close CRM can involve setup, training, and data migration fees that range from $1,800 to $10,000. These fees cover the initial configuration of the software, transferring data from previous systems, and ensuring that the CRM is tailored to the business's specific needs.
Ongoing Maintenance and Support: Close CRM's pricing includes ongoing maintenance and support, which typically covers regular updates, bug fixes, and enhancements necessary for the software's smooth operation. While some of these costs are included in the subscription, additional customization or extensive support may incur extra charges.
Subscription Fees: Close offers several pricing plans, starting from $49 per user per month for the Startup plan, $99 for the Professional plan, and $139 for the Enterprise plan. These plans include various features and levels of support, with higher-tier plans offering more advanced functionalities and customization options.
Close provides comprehensive training and support options to help new users get up to speed with the CRM:
Guides and Documentation: Close offers a detailed welcome guide and product documentation to assist users through the setup process, including creating accounts, onboarding teams, customizing settings, and using various features like communication tools and reporting.
Online Training Resources: Close provides access to a wide range of CRM training resources, including software-specific tutorials, written guides, and video courses. These resources cover CRM strategy, planning, reporting, and more, ensuring that users can maximize the software's potential.
Customer Support: Close boasts a robust customer support system, including a help center, API documentation, and regular product updates. The support team consists of product specialists who can assist with optimal CRM workflow setup and troubleshooting.
In-Person and Remote Training: While Close primarily offers online resources, they also provide options for in-person training through consulting firms and workshops. These sessions can be customized to fit the specific needs of a business, ensuring that the sales team can effectively use the CRM from day one.
Close uses multiple security controls to safeguard customer and sales data.
Close follows a continuous delivery model and releases updates frequently throughout the year.
Recent product history indicates:
New functionality is often introduced multiple times per month, with enhancements and fixes released on an ongoing basis.
Close regularly delivers updates in areas such as:
As a cloud-based SaaS platform, Close manages all updates centrally. Customers do not need to:
Updates are deployed automatically and become available to users without requiring manual intervention.
Close communicates changes through:
This helps customers stay informed about new features, improvements, maintenance activities, and service incidents
Data Ownership: Close CRM ensures that the personal data collected and processed is owned by the user or the organization that inputs the data. This means that users retain control over their data and can manage it as needed.
Data Portability: Close CRM supports data portability, allowing users to export their data in a structured, commonly used, and machine-readable format. This is crucial for complying with GDPR, which grants individuals the right to transfer their data to another service provider.
Data Export Functions: Close CRM offers various export functions, enabling users to comply with data portability requirements. Users can export data in multiple file formats, making it easier to transfer data to other platforms or services.
Compliance with GDPR: Close CRM has implemented processes to ensure compliance with GDPR, including data processing agreements and standard contractual clauses for data transfer. This ensures that data handling practices meet stringent European data protection standards.
Organizations can scale by:
Plan upgrades take effect immediately, and Close applies a prorated charge for the remainder of the billing period. This allows organizations to access new features as soon as they are needed.
Organizations can scale down by:
When a user is removed:
Contract Renewal:
Automatic Renewal: Contracts with Close CRM are typically set to automatically be renewed unless explicitly terminated by the user. This means that unless you take action to cancel, your subscription will continue into the next term.
Notice Period: To prevent automatic renewal, users must provide written notice of non-renewal before the end of the current subscription term. The exact notice period required is not specified in the provided sources, but it is common practice to require notice at least 30 days before the renewal date.
Contract Cancellation:
Cancellation Process: Users can cancel their subscription by following the procedures outlined on the Close CRM website. This typically involves accessing the account settings and selecting the option to cancel the subscription.
Refund Policy: Close CRM's fees are non-refundable. This means that if you cancel your subscription before the end of the paid term, you will not receive a refund for the unused portion of the subscription.
Data Access Post-Cancellation: Upon cancellation, users will lose access to their account and data. Close CRM may retain the data for a certain period (e.g., 30 days) to allow users to export their data, but this is not explicitly detailed in the provided sources.
Phone Numbers: If you downgrade or terminate your service, you will forfeit any phone numbers associated with your account.
Close CRM adheres to several compliance standards to ensure data protection and security. Here are the key compliance measures:
GDPR Compliance:
Data Processing Agreements: Close CRM provides Data Processing Agreements (DPAs) to customers, which include standard contractual clauses for data transfer to third-party countries. This ensures compliance with the General Data Protection Regulation (GDPR).
Data Controller and Processor Obligations: Close has implemented processes to meet both Data Controller and Data Processor obligations under GDPR. This includes conducting a risk-based gap analysis and validating it with an independent GDPR expert.
Data Removal Requests: Close allows users to request the removal of their data, ensuring compliance with GDPR's right to be forgotten.
Security Measures:
Encryption: Close uses encryption for data both in transit and at rest, protecting sensitive information from unauthorized access.
Access Controls: The platform employs strict access controls to limit who can view or use personal data within the CRM system.
Audit Trails: Close maintains audit trails to record all activities related to data handling, providing transparency and aiding in compliance verification.
Industry Standards:
Best Practices: Close follows industry-standard best information security practices and rigorously tests its products to proactively remedy bugs and vulnerabilities.
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