Close.
Start with the fit.

When to consider Close

Sales teams that regularly call and email prospects and want communication history, deal progress and follow-up work within the same workspace.

What to establish before a demo

• Compare included automation and reporting with the selected plan rather than assuming every feature is standard.
• Confirm supported calling destinations, number requirements and separate usage charges for your intended markets.
• Plan migration of lead records, communication history and custom fields, including rules for duplicates and access.

Bring these questions to the conversation

1. Can you demonstrate a lead moving from an incoming enquiry through calls, follow-up and a closed opportunity?
2. How do workflows stop or change when someone replies, opts out or changes sales stage?
3. Which team reports and communication costs would apply to our expected daily activity?

Compare the complete cost

Ask for the plan, seats, usage, add-ons, implementation, support and renewal terms your requirements need. Keep estimates separate from a dated vendor quote. Confirm export options, cancellation terms and the work required to move later.

Check the fit in your own environment

Use a representative workflow with permitted test data. Record what was demonstrated, what was described and what still needs written confirmation. Product availability and a published feature list do not establish suitability for your organization.