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Close is the best personal CRM for small business leaders who need to increase revenue. Close lets you email, call, and text your leads — all without add-ons. Import contacts, outreach via phone, email or SMS, keep track of connections through stages plus set tasks & reminders to follow-up.

 

Building a Personal CRM with Close.com: A Comprehensive Guide

Why Use Close.com for a Personal CRM?

Close.com is a robust CRM (Customer Relationship Management) platform designed to help businesses streamline their sales processes. It is particularly popular among startups and small businesses due to its comprehensive features and user-friendly interface. Here’s why you should consider using Close.com for your personal CRM:

  1. All-in-one Selling: Close.com integrates with your email and calendar, providing built-in calling, SMS, and a Zoom integration. This allows you to manage all your communication from one place.
  2. Automated Outreach: With Close.com, you can automate your follow-up reminders and sequences to increase response rates without the hard work. This feature can help you see ROI on Close.com in just a few weeks.
  3. Fast Setup: Importing your leads and contacts is a breeze with Close.com’s CSV import tool. If you’re migrating from another CRM, Close.com offers a free, 1-click migration tool.

Steps to Building Your Personal CRM in Close.com

  1. Sign Up: Start by signing up for a free 14-day trial on Close.com. No credit card is required for this.
  2. Import Data: Once you’ve signed up, import your leads and contacts using the CSV import tool. If you’re migrating from another CRM, use the 1-click migration tool.
  3. Set Up Communication: Integrate Close.com with your email and calendar. You can also set up built-in calling, SMS, and Zoom integration.
  4. Automate Outreach: Set up sequences and automated follow-up reminders to increase your response rates.

How Much Does Close.com Cost?

Close.com offers three pricing plans:

  1. Startup: This plan costs $99 per month (billed annually) and includes 3 users. Additional users can be added for $29/month each.
  2. Professional: This plan costs $299 per month (billed annually) and includes 3 users. Additional users can be added for $99/month each.
  3. Enterprise: This plan costs $699 per month (billed annually) and includes 5 users. Additional users can be added for $139/month each.

Each plan includes built-in calling, email, and SMS functionality, with additional features available in the Professional and Enterprise plans.

Can You Create a Free Personal CRM in Close.com?

Close.com does not offer a completely free plan. However, they do provide a 14-day free trial that allows you to test out the platform and its features. No credit card is required for the trial.

What Personal CRM Features are Missing When You Use Close.com?

While Close.com is a comprehensive CRM platform, it may not have all the features you need for a personal CRM. For instance, it is primarily designed for sales teams, so it may lack some features that are more tailored to personal use, such as personal networking and relationship management features. Additionally, while it does offer a free trial, it does not have a free plan, which may be a drawback for individuals looking for a free personal CRM solution.

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We’ve researched close to 100 personal CRM software options so we can recommend the best personal CRM for your specific needs. We’ll show you how to build your own personal CRM, how to find personal CRM templates and what personal CRM apps are worth your time and money.

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