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Close Desktop provides Windows and macOS access to Close CRM, a sales management platform that brings customer communication and pipeline tracking into one workspace. Sales representatives can organize leads, contacts, opportunities, and related activities without switching between multiple tools. Built-in calling allows users to make and receive business calls directly from the application. Email and SMS messaging keep conversations associated with relevant lead records. A centralized inbox highlights follow-ups, missed communications, and outstanding tasks. Automated workflows help coordinate outreach sequences and reminders. Smart Views filter prospects according to customizable sales criteria, while reporting tools track individual and team performance. The desktop application supports account-based sign-in and application updates.
Features
- Centralized CRM workspace for managing leads, contacts, opportunities, and sales pipelines
- Integrated business calling with automatic call activity logging and conversation records
- Email and SMS communication directly connected to customer and prospect profiles
- Unified inbox for follow-up tasks, missed communications, and sales reminders
- Automated outreach workflows with customizable sequences and dynamic Smart Views
- Sales performance reporting with dedicated Windows and macOS desktop applications
Project Samples
