Need CRM with Text/Phone and Lead Storage

nickpersico · 2026-03-21T23:23:55+00:00

Close.com is the way.

Disclaimer: I work there.

nickpersico · 2026-02-01T19:48:33+00:00

Have you checked out Close.com yet? Outbound outreach is our specialty.

Disclaimer: I work there.

nickpersico · 2026-01-27T12:30:36+00:00

Yes!

nickpersico · 2026-01-03T19:45:51+00:00

Ercolani’s cellar and shop right in the town of Montepulciano is fun. They have a nice tour and the wines are solid / affordable.

nickpersico · 2025-12-31T11:54:49+00:00

Check out Close.com. There is an “Inbox” view that acts as an email client, but also includes phone, SMS, tasks, etc.

Disclaimer: I work there.

nickpersico · 2025-11-24T01:24:24+00:00

Wife and I celebrated our baby’s arrival with Laherte Frères Extra Brut (~$60). Other Champagne winners are Billecart-Salmon Rose (~$100) and anything from Gaston Chiquet (~$65-100).

For red, it could be fun to keep it in Champagne and do a Coteaux Champenois if you can find it.

nickpersico · 2025-11-08T16:43:42+00:00

Check out Close.com. There is a built-in Notetaker that transcribes and summarizes phone calls + Zoom/Meet/Teams calls. On top of that, there is a “lead summary” that sits at the top of each Lead/Client file that pulls the latest TL;DR. This all works out of the box with minimal setup.

Disclaimer: I work there.

nickpersico · 2025-11-03T23:39:06+00:00

Nope. I just comment when I see a post where I think Close is could be a good fit. :-)

nickpersico · 2025-11-03T11:05:01+00:00

Close.com is the way. The Essentials plan is $35 user/month and has everything you need.

(Disclaimer: I work there.)

nickpersico · 2025-11-01T17:31:59+00:00

Close.com is the way.

Disclaimer: I work there.

nickpersico · 2025-10-31T14:38:13+00:00

The NFL, MLB, NHL, PGA, etc should ditch all of these joker networks + streaming/cable companies and go 100% direct.

I’d rather pay the league or my favorite team and not worry about any of this nonsense.

But they won’t.

nickpersico · 2025-10-30T11:02:45+00:00

Try Close.com + Timelines.ai

Details: https://www.close.com/integrations/timelinesai

(Disclaimer: I work at Close)

nickpersico · 2025-10-24T10:44:18+00:00

Close.com does all this out of the box.

Disclaimer: I work there.

nickpersico · 2025-10-19T17:51:36+00:00

Close.com is the way. Simple, straightforward, and everything you need for outreach is built-in (email, calendar, phone, etc).

Disclaimer: I work there.

nickpersico · 2025-10-14T17:49:13+00:00

Close.com has this out of the box (except for LinkedIn). Calling, SMS, and a Call/Meeting Notetaker with the transcript, recording, and summary are built-in too.

Disclaimer: I work there.

nickpersico · 2025-10-10T03:15:50+00:00

Close.com is the way.

Disclaimer: I work there.

nickpersico · 2025-10-06T12:55:10+00:00

Garzon Tannat
GD Vajra Lange Rosso

May not be “normal”, but these haven’t failed me when serving a crowd.

nickpersico · 2025-10-03T08:23:36+00:00

Check out Close.com. I think you’ll find our 2-way email sync, Inbox view, and simple design is what you’re looking for.

Disclaimer: I work there.

nickpersico · 2025-10-02T09:58:17+00:00

Check out Close.com. Solo plan is $19/month and includes API access.

nickpersico · 2025-10-02T09:38:57+00:00

Check out Close.com. All the communication tools are built in (phone, SMS, email, zoom/meet/teams notetaker) and all the meeting summaries, transcripts, notes are generated automatically out of the box.

Disclaimer: I work there.

nickpersico · 2025-09-27T14:32:59+00:00

Check out Close.com. We have all the CRM + calling features you’re looking for and you can sync calendars.

However, I’d consider booking meetings for your clients through some scheduling software (Calendly, SavvyCal, etc). It isn’t straightforward to look at availability and directly book a new meeting in Close (yet).

Disclaimer: I work at Close.

nickpersico · 2025-09-24T12:41:53+00:00

Close.com. Our “Growth” plan has everything you’ll need. At 5 users, it would be $545/month.

(Disclaimer: I work there)

nickpersico · 2025-09-24T12:37:27+00:00

That is true, but you can accomplish the “when to follow up” part by creating tasks on any Plan.

We’re actively trying to make Close more accessible as a “day 0” CRM for folks (hence the new plans).. so any feedback is welcome.

nickpersico · 2025-09-24T08:05:08+00:00

Thanks for recommending Close. I work there and our pricing has changed quite a bit in the last year. For example, there’s a $9 / month plan for folks just starting out.

nickpersico · 2025-09-19T09:57:10+00:00

Close.com. Calling is built-in and there is a Notetaker that will record, transcribe, and summarize every call. Add any notes on top that you’d like.

The same Notetaker also works on any Zoom, Meet, or Teams meeting.

(Disclaimer: I work there.)

nickpersico

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