About Close

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop — all without add-ons. Contact your first lead within minutes of signing up.

In Close, every touchpoint with a lead is automatically tracked in a visual timeline, so you can skip the CRM busywork and focus on the deal. Packed with productivity tools like task reminders and the Power Dialer, you’ll reach more leads, follow up more often, and close more deals.

Key benefits of Close

- Email, SMS, and calling all from one platform and out-of-the-box
- Simple and optimized sales workflow that your team can customize
- Advanced features for high volume calling
- Onboard or migrate from another CRM within minutes
- Two-way email sync plus calendar sync
- Automated email sequences
- Multiple drag-and-drop pipelines
- Built-in task management and team collaboration
- Native Zoom integration
- Automatic call recording that attaches to your lead
- The top choice for high volume outbound sales

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

Supported Languages

English

Images

Calling in Close
Customized Search in Close
Inbox in Close
Explorer in Close
Email Activity Thread in Close
Sales Activity Timeline in Close
New Email Template Creation in Close
View 8 more
Close video
Close video
Close screenshot: Calling in Close Close screenshot: Customized Search in Close Close screenshot: Inbox in Close Close screenshot: Explorer in Close Close screenshot: Email Activity Thread in Close Close screenshot: Sales Activity Timeline in Close Close screenshot: New Email Template Creation in Close

Features

Total features of Close: 81

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Administrative Reporting
  • Appointment Scheduling
  • Auto-Dialer
  • Batch Processing
  • Bulk Send
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Call Recording
  • Call Reporting
  • Call Tracking
  • Call Transfer
  • Campaign Management
  • Campaign Personalization
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customizable Fields
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Drip Campaigns
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Logs
  • Forecasting
  • Full Text Search
  • Inbox Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Opportunity Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer
  • Progress Tracking
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting/Analytics
  • Routing
  • SMS Messaging
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Status Tracking
  • Target Account Identification
  • Task Management
  • Task Scheduling
  • Territory Management
  • Third Party Integrations
  • Video Call Recording
  • Visual Analytics
  • Voice Mail
  • Web-based Deployment
  • Workflow Management

Alternatives

Zoho CRM

4,2
#1 Alternative to Close
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

amoCRM

4,5
#2 Alternative to Close
amoCRM is the world's first messaging-powered CRM. It features customizable sales pipelines, lead tracking,...

Salesforce Sales Cloud

4,4
#3 Alternative to Close
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Salesflare

4,7
#4 Alternative to Close
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work....

Reviews

Overall rating

4,7 /5
(135)
Value for Money
4,4/5
Features
4,4/5
Ease of Use
4,6/5
Customer Support
4,6/5

Already have Close?

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Showing 5 reviews of 135
Anna K.
Overall rating
  • Industry: E-Learning
  • Company size: Self Employed
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Close.io for therapists, tutors and coaches

Reviewed on 2015/10/14

I have been looking at various CRM's for my private practice. I provide online therapy for speech,...

I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.

Pros

Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients.

The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency.

Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals".

I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io.

The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones.

I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number.

Cons

I'm in Canada. I wish the price wasn't so high, especially with the exchange rate.

As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.

Alexander E.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Close is great for startup sales but lacks some simple features

Reviewed on 2019/10/18

Overall it's been a good but not great experience. The basics are covered for a CRM but some what...

Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.

Pros

I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.

Cons

I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.

Elias A.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

A solid CRM but not close to the being the best for sales reps.

Reviewed on 2021/04/11

Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its...

Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations.

Pros

I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid.

Cons

Smartviews even tho it is one of the main features is not that easy to customize or get used to if this is your first CRM. There are better solutions that make this type of customization easier.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Most your organization will ask, "why aren't we using Salesforce?"

Reviewed on 2018/11/18

Skip it.

Skip it.

Pros

Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs? Built in VoIP is a nice feature, but do your math and make sure the price is worth it.

Cons

- Searching for data is near impossible. Can't filter for anything logically without getting into "raw queries," so you better be half an engineer if you want to search for anything.
- Reporting is a joke. The reporting tools might as well not exist. Be prepared to ask developers to leverage the API and sync into some other tool.
- No matter what they may sell you, it's a CRM best used with small sales teams. It's not for account management or companies that expect anyone without an engineering degree to figure out how to analyze the data inside of it.

Eric M.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Close - Marketing Agency

Reviewed on 2021/02/12

Overall I would highly recommend the software to other businesses users I think it is far better...

Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.

Pros

It is a great CRM for marketing and sales agencies. I would recommend the software if you do a lot of outbound sales and need to assign tasks to team members.

Cons

It is a little bit of a steep learning curve however once you get the gist of it everything becomes very easy.

Showing 5 reviews of 135 Read all reviews

Close FAQs

Below are some frequently asked questions for Close.

Close offers the following pricing plans:

  • Starting from: US$35,00/month
  • Pricing model: Subscription
  • Free Trial: Available

All Close plans come with a free 14-day trial, no credit card required. Pricing is per user, per month. 15% discount for annual plans Starter: $35/user (monthly) Basic: $65/user (monthly) Professional: $95/user (monthly) Business: Contact for Pricing

We do not have any information about Close features

Close has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500

Close supports the following languages:

English

Close supports the following devices:

Close integrates with the following applications:

Drift, Gong.io, Help Scout, HubSpot Marketing Hub, Intercom, Mailchimp, PandaDoc, Slack, Zendesk, Zoom Meetings & Chat

Close offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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