AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

List of Close CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Alerteer Professional Services 15 $2M United States Close Close CRM CRM 2019 n/a
In 2019, Alerteer implemented Close CRM as its CRM to centralize lead generation and prospecting for a 15 person professional services firm. The deployment focused on supporting a 10 person frontline sales and outreach team responsible for inbound and outbound prospect engagement. The implementation concentrated on lead capture and activity orchestration, ingesting leads from Snap Paddy into Close CRM and operationalizing those records through calling, voicemail and email outreach workflows. The configuration emphasized CRM pipelines and activity sequencing to manage lead states, with agents using LinkedIn Sales Navigator to generate and qualify prospects before they were progressed inside Close CRM. Operational governance included formalized training on using LinkedIn Sales Navigator for sourcing, onboarding new agents on Snap Paddy to Close CRM lead flows, and coaching on active listening and critical thinking within structured outreach sequences. KPI tracking and reporting were executed through Close CRM records and activity dashboards, with regular reporting to top management to maintain visibility into lead generation and agent performance.
AmberBox Gunshot Detection Professional Services 25 $3M United States Close Close CRM CRM 2020 n/a
In 2020, AmberBox Gunshot Detection implemented Close CRM. AmberBox deployed Close CRM as its CRM to centralize daily lead generation, outreach sequencing, demo scheduling, opportunity tracking, and sales liaison activities for its sales and business development function. The implementation emphasized contact and lead management, sequence-driven cold outreach workflows, calendar-linked demo scheduling, and structured opportunity records. Staff were trained in the Close CRM software, and the system was used to capture deployment model details including specialized pricing and timelines, supporting personalized presentations and customer-facing proposal activity. Operational coverage focused on the sales team and office-level business development processes, with Close CRM serving as the primary tool for lead qualification, demo booking, and opportunity progression. Explicit outcomes tied to the Close CRM-driven workflow included connecting with more than 30 new leads daily, bringing in over $2 million of new business opportunities through outreach and cold calls, scheduling 40 product demonstrations in three months, and consistently exceeding sales meeting goals.
Civalgo Professional Services 30 $3M Canada Close Close CRM CRM 2019 n/a
In 2019 Civalgo implemented Close CRM as the central CRM to support its US market expansion and to unify sales, marketing and account management workflows. The deployment established Close CRM as the single repository for lead capture and pipeline management, creating the Lead Database from inception and recording over 2,850 qualified leads in Close CRM within twelve months. Configuration emphasized lead management, contact and account records, opportunity pipeline stages, activity tracking and sales cadence automation consistent with CRM functional workflows. The implementation captured a pipeline of 35 major accounts and supported the account development process that generated $6.1MM in 2020 revenue projections, while also enabling the sales organization to close four named enterprise accounts, Curran Contracting, Kiewit Corporation, Pacifica Contractors and Advanced Power Tech, representing $1.8MM in new business. Operational scope focused on B2B sales and the new USA market, with responsibilities spanning sales, marketing and operational planning. Sales leadership reported directly to the CEO to develop annual operating business plans for sales, marketing and operational efforts for the new market, and Civalgo established an Account Manager sales team to maintain customer service for US customers. Governance centered on pipeline hygiene and lead qualification workflows within Close CRM, and rollout prioritized the sales and account management teams to ensure consistent data capture and handoffs between marketing qualified leads and account management. The narrative reflects an implementation where Close CRM served as the backbone for segmentation, target account development and structured sales operations in support of Civalgo business expansion.
Commonwealth Joe Retail 40 $4M United States Close Close CRM CRM 2019 n/a
In 2019 Commonwealth Joe implemented Close CRM, deploying a CRM to centralize fragmented lead handling for the 40-employee retail coffee business. The project targeted core sales workflow consolidation after piecemeal lead management had produced poor lead distribution, few qualified leads, limited nurturing, weak follow up, and a sales model that could not scale beyond roughly 30 customers. The Close CRM deployment emphasized email automation and templating as primary functional modules, with the sales team operationalizing email sequences and reusable templates at scale. Commonwealth Joe sends over 3,000 emails a month through Close and uses email templates hundreds of times each month, demonstrating configuration of outbound automation, template libraries, and repeatable outreach workflows. Operational coverage focused on the direct sales function, shifting responsibilities for lead distribution, prioritization, qualification, and nurturing into the Close CRM workflow. No specific external system integrations were provided in the source, the implementation therefore concentrated on configuring Close CRM to manage lead routing and follow up inside the sales organization rather than connecting to third-party platforms. Governance changes emphasized sales process visibility and workflow discipline, enabling the team to monitor pipeline stages and enforce follow up cadence inside Close CRM. As a result Commonwealth Joe gained clearer visibility into its sales process, reduced time spent throughout the sales cycle, and positioned the company to increase revenue by making more informed and efficient sales decisions.
Customer.io Professional Services 150 $18M United States Close Close CRM CRM 2020 n/a
In 2020, Customer.io implemented Close CRM to centralize outbound and inbound sales activity and make every customer touchpoint recordable. The deployment focused on the sales and marketing functions within a 150 person professional services company, positioning Close CRM as the primary workspace for reps and a single source for activity timelines and lead state. Configuration emphasized CRM core capabilities, including lead management, activity logging, automated workflows, lead scoring and assignment, and structured handoffs to account executives. Close CRM was configured to capture and persist granular touchpoints so that sales workflows for new leads, separation of self service versus human-qualified opportunities, and AE qualification handoffs are driven by recorded events rather than ad hoc notes. Integrations were explicitly bi-directional with Customer.io, with Customer.io providing the origin of most lead and engagement signals that populate Close CRM. Reps use Close CRM to work deals and, when questions arise about why a lead was scored or a field populated, they trace the event back into Customer.io for source-level context, preserving a clear traceability chain between the CRM and the email automation platform. Governance and operational practices prioritized full-team visibility and traceability, granting access to marketing and sales stakeholders to investigate recorded events and adjust upstream rules. The result is that the sales team ‘lives in Close CRM,’ the product recedes into the background, and data-driven decisions are enabled because every action in Close CRM can be correlated to a documented reason in Customer.io.
Professional Services 550 $91M United States Close Close CRM CRM 2020 n/a
Healthcare 15 $2M United States Close Close CRM CRM 2020 n/a
Professional Services 35 $4M United States Close Close CRM CRM 2020 n/a
Professional Services 35 $3M Canada Close Close CRM CRM 2019 n/a
Leisure and Hospitality 10 $1M United States Close Close CRM CRM 2019 n/a
Showing 1 to 10 of 21 entries

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FAQ - APPS RUN THE WORLD Close CRM Coverage

Close CRM is a CRM solution from Close.

Companies worldwide use Close CRM, from small firms to large enterprises across 21+ industries.

Organizations such as Getaround, Hyrecar, Newchip Accelerator, Customer.io and Jobscore are recorded users of Close CRM for CRM.

Companies using Close CRM are most concentrated in Professional Services, with adoption spanning over 21 industries.

Companies using Close CRM are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Close CRM across Americas, EMEA, and APAC.

Companies using Close CRM range from small businesses with 0-100 employees - 85.71%, to mid-sized firms with 101-1,000 employees - 14.29%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of Close CRM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Close CRM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.