Hire Close Automation Experts & Sales Automation Specialists
CRM built for inside sales teams.
About Close
Close is a CRM built specifically for inside sales teams, with built-in calling, email, and SMS. Its focus on communication-first selling and powerful automation makes it the go-to for high-velocity sales teams.
Close Automation Services
- Close CRM setup & pipeline design
- Built-in calling & SMS automation
- Email sequence setup
- Lead scoring & smart views
- Integration with marketing tools
- Sales process optimization
Example Close Automations
- Inbound lead → auto-assign → trigger email sequence → schedule call → update pipeline
- Call completed → log outcome → trigger follow-up sequence → update lead status
- Lead unresponsive → escalate → re-engage sequence → archive if no response
- Lead form submitted → enrich with company data → score in Close → assign to rep → create follow-up task → notify on Slack
- Deal won in Close → generate invoice → schedule onboarding → update revenue dashboard → celebrate in team channel
Related Tools
Frequently Asked Questions
How much does Close CRM automation cost?
Close CRM projects typically range from $400–$3,000 for pipeline setup, calling automation, and email sequence configuration.
Can you set up Close's built-in calling and SMS features?
Yes. We configure Close's power dialer, predictive dialer, voicemail drops, SMS sequences, and call coaching features — optimizing your inside sales team's workflow for maximum daily outreach.
How long does a Close CRM project take?
Most Close projects launch within 3–7 days, including pipeline design, email sequences, calling workflows, and smart view configuration.
What types of sales teams benefit most from Close?
Close is built for high-velocity inside sales teams that rely on phone, email, and SMS outreach. It's especially effective for SDR teams, recruiting firms, real estate agencies, and B2B SaaS sales organizations.
Can you build custom Smart Views in Close?
Yes. With Close, we create filtered Smart Views that prioritize your team's daily workflow — surfacing hot leads, stale deals, upcoming follow-ups, and activity-based segments so reps focus on the right contacts.
Do you integrate Close with marketing and billing tools?
Yes. We connect Close with Mailchimp, Zapier, Slack, Calendly, and other tools to create automated handoffs between marketing, sales, and post-sale processes.
How do I get started with Close CRM?
Book a free consultation where we assess your sales workflow, identify how Close's built-in calling and email features can accelerate your team, and provide a fixed-scope project plan.