Close CRM
29 Case Studies
A Close CRM Case Study
HouseCall Pro, a software provider for small home‑service businesses (1–20 employees), needed a better way to reach busy owners and boost conversions. Their sales team joined Close’s SMS beta to test texting as part of outreach, demo scheduling, follow‑up and onboarding, aiming to communicate in the medium customers use most and increase response rates.
They integrated SMS directly into the Close workflow, used a “trifecta” (email/phone/text) to identify preferred channels, trained reps on different SMS tones and linked texts to existing actions. The result: faster workflows and higher engagement—teams using SMS saw 25–50% better connection/communication rates, customers enrolled at a 15% higher rate, and overall close rates improved by 15%.
Roland Ligtenberg