Features / CRM

Organize, Engage, & Succeed With Our Powerful CRM

Streamline your customer interactions, keeping everything from contact information and history in one accessible place. The combination of our CRM and CloseGPT Agents are hard to beat!

Why Do I Need A CRM?

Without a CRM, you're flying blind when it comes to managing customer relationships, risking missed opportunities and revenue loss. A CRM centralizes customer data, automates tedious tasks, and provides actionable insights, equipping your team to serve clients better and close deals faster. In today's competitive market, a CRM isn't a luxury; it's a necessity for staying organized, making informed decisions, and ultimately growing your business.

Let Me Show You How It Works…

Complete Customer History

Knowledge is power. Access every interaction, purchase, and note related to a customer at your fingertips. By understanding the journey of each client, you're empowered to offer tailored solutions, build trust, and foster long-term relationships.

Every Customer Communication In One Timeline

No more sifting through emails or notes. Get a unified view of all touchpoints with a client, be it emails, calls, or meetings, on a single timeline. This comprehensive snapshot ensures consistent communication and helps in spotting potential opportunities or addressing concerns proactively.

Billing & Subscription Management

Stay on top of your finances effortlessly. Manage and track all invoices, payments, and subscriptions within the CRM. This centralized financial dashboard not only ensures timely billing but also helps in identifying upsell or renewal opportunities, streamlining your revenue processes.

Store The Data You Want

Your CRM, your rules. Customize data fields to capture the specific information that's vital for your business operations. Store what matters to you and ensure every piece of information is accessible when you need it.

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What Real Customers Say About Us

“It seems to work well for me and has all the key features I need for a solid web based crm, phone system, and chatbot system.”

— Ron Roselli, Verified User

CloseGPT Gives You Everything
You Need To Succeed In Business

With AI to Get Customers to Chase You!

CloseGPT AI Employees

Works assigned leads and your pipelines to book appointments, close deals, generate interest, and more

35+ AI Goals

AI Employees trained to accomplish over 35 goals plus add your own

One Click AI Templates

Over 280+ AI templates for 70+ industries and growing fast

Appointment Scheduling

Scheduling automation to eliminating the back-and-forth emails to find the perfect time

Unified Inbox

All your customer communications in one simple timeline

Websites

Drag-and-drop website builder makes building any funnel or site easy

SMS Marketing

Send the perfect personalized message at the right time

Email Marketing

Reach and engage with your audience where they are

Phone System

Call routing, forwarding, and click-to-call means your customers are always a click away.

Pipelines

Create the stages of your sales funnel. See your entire sales process at a glance

Automations

Drag-and-drop automation builder for marketing, sales, and so much more.

CRM

Powerful software to help teams close more deals, deepen relationships, and manage customers more effectively.

A/B Testing

Run A/B tests on your CloseGPT Agents to increase response rates

Forms

Hosted forms for surveys, to capture leads, and more.

Payments

Accept payments for single purchases or subscriptions. Includes invoicing and connects to multiple payment gateways.

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Join 2,000+ AI Entrepreneurs and Agencies who are actively using CloseGPT to automatically close more sales!

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Frequently Asked Questions.

What is the main purpose of the CRM?

Our CRM is designed to centralize and streamline customer interactions. It gives you instant access to contact information, complete customer history, communications, and financial transactions in one organized place, ensuring that you are always equipped to serve your clients efficiently and make informed decisions.

Can I view all past interactions with a customer?

Absolutely! Our CRM provides a comprehensive snapshot of every interaction, purchase, and note related to a customer. This complete history empowers you to offer tailored solutions and foster long-term relationships.

I often lose track of emails and calls. Can this CRM help?

Yes, that's one of its core benefits. Our CRM consolidates every touchpoint with a client, be it emails, calls, or meetings, on a single timeline. This ensures that you maintain consistent communication and can proactively address any client needs or concerns.

How does the CRM handle billing and subscriptions?

With our CRM, you can effortlessly manage and track all invoices, payments, and subscriptions. This centralized financial dashboard ensures that you bill clients timely and can easily spot upsell or renewal opportunities, helping to streamline your revenue processes.

Can I customize the data I store in the CRM?

Absolutely. The CRM allows you to customize data fields based on what's important to your business. Whether you need to capture specific metrics, notes, or any other vital information, you can tailor the CRM to your precise requirements.

Do you integrate with Zapier or Pabbly?

Yes, we can send webhooks to Zapier, Pabbly, and any other service under the sun! But we have a team building a Zapier-type competitor service that will have hundreds of automations built in. So soon you can cancel that subscription!