Closely
Closely is a customer relationship management (CRM) software that focuses on sales teams. It provides tools to manage contacts, track deals in the pipeline, automate follow-ups, analyze data, and collaborate with team members.
crm
sales
pipeline-management
contact-management
data-analysis
team-collaboration
Closely: Sales Team CRM Tool
A customer relationship management software designed for sales teams, offering tools to manage contacts, track deals, automate follow-ups, analyze data, and collaborate with team members.
What is Closely?
Closely is a cloud-based customer relationship management (CRM) platform designed for small and medium-sized sales teams. The software aims to streamline the sales process by providing a centralized database to store contact and company information, manage deals and pipeline stages, log communications history, and analyze sales data.
Key features of Closely CRM include:
- Contact Management: Organize customer and prospect details like name, company, email, phone, location, and notes in one searchable contacts database.
- Deal Tracking: Track deals through customizable pipeline stages and monitor deal values, dates, and probability of closing.
- Email Integration: Sync email conversations directly with deals and contacts to see complete history.
- Lead Scoring: Automatically score leads based on activity and assign follow-ups based on score.
- Forecasting: Predict future sales and deals likely to close based on pipeline data.
- Reporting & Dashboards: Visually monitor team and individual performance through custom reports and dashboards.
- Templates & Email Sequences: Save time with pre-built email, task, and appointment templates and automate follow-up sequences.
- Custom Fields & Objects: Tailor Closely to your sales process by adding unlimited custom fields and objects.
Overall, Closely aims to increase sales efficiency and productivity by providing an automated system to track the entire sales cycle in one place. The software is designed for small to mid-sized B2B sales teams who want an intuitive, customizable CRM option to manage deals and contacts.
Closely Features
Features
- Contact management
- Deal pipeline tracking
- Automated follow-ups
- Data analysis and reporting
- Team collaboration features
Pricing
- Subscription-Based
Pros
Tailored for sales teams
Intuitive user interface
Automated workflows to save time
Comprehensive reporting and analytics
Cons
Limited customization options
Pricing can be expensive for small teams
Integrations with other tools may be limited
Official Links
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