Close

The Sales Engagement CRM | Turn more leads into revenue

4,7 /5 (131 reviews) Write a Review!

Close Overview

What is 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.

Close Overview

Pricing

Starting from
US$35,00/month

Pricing options

Free Trial
Subscription
Value for money

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


Close Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

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
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

Close Reviews

Close Reviews

Overall rating
4,7
/
5
Excellent
104

Very good
23

Average
2

Poor
0

Terrible
2

Value for Money
4,4
Features
4,4
Ease of Use
4,7
Customer Support
4,6
97% recommended this app
Anna K.

Close.io for therapists, tutors and coaches

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.


Alexander E.

Close is great for startup sales but lacks some simple features

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.


Akshay R.

Great Beginner CRM Tool

Great tool overall to get started for a founder with little sales experience


Verified Reviewer

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

Skip it.


Kevin R.

Fantastic software!


Anna K.
Industry: E-Learning
Company size: Self Employed

Close.io for therapists, tutors and coaches

Reviewed on 2015/10/14
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Alexander E.
Industry: Marketing & Advertising
Company size: 2-10 Employees

Close is great for startup sales but lacks some simple features

Used Daily for 1-5 months
Reviewed on 2019/10/18
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Akshay R.
Industry: Computer Software
Company size: 2-10 Employees

Great Beginner CRM Tool

Used Daily for 1-5 months
Reviewed on 2020/09/23
Review Source: Capterra

Great tool overall to get started for a founder with little sales experience

Pros

- Very easy to get started / intuitive interface
- Enables you to send emails straight from tool and manage inbox
- Ability to set reminders and follow ups
- pipeline UI, similar to salesforce or hubspot

Cons

- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this
- hard to tell when prospect opened email

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 8.0/10

Verified Reviewer
Industry: Computer Software
Company size: 51-200 Employees

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

Used Daily for 2+ years
Reviewed on 2018/11/18
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Kevin R.
Industry: Marketing & Advertising
Company size: 11-50 Employees

Fantastic software!

Used Daily for 2+ years
Reviewed on 2020/09/22
Review Source: Capterra

Pros

This is a great email software. It keeps teams informed, inspired and on track for sales!

Cons

At this time I do not have any complaints about the software - all good!

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

User recommendation
8,8/10
Based on 131 user ratings
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Close Pricing

Close Pricing

Starting from
US$35,00/month
Free Trial
Subscription
Value for money

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

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

Value for Money
4,4/5
Based on 131 user ratings
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Close Features

Close Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,4/5
Based on 131 user ratings
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Categories

Additional information for Close

Additional information for Close

Key features of Close

  • 2-Way Email Integration
  • API Access
  • Call Audio Recording
  • Call Forwarding
  • Calls Automatically Tracked
  • Contacts, Leads & Opportunities
  • Email Templates
  • Phone Number + Global Calling
  • SMS
  • Sales workflow with no manual data entry
  • Voicemail Drop
  • Windows/Mac Native Apps

Benefits

- 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

Close FAQs

Close FAQs

Below are some frequently asked questions for Close.

Q. What type of pricing plans does Close offer?

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

Q. What are the main features of Close?

Close offers the following features:

  • 2-Way Email Integration
  • API Access
  • Call Audio Recording
  • Call Forwarding
  • Calls Automatically Tracked
  • Contacts, Leads & Opportunities
  • Email Templates
  • Phone Number + Global Calling
  • SMS
  • Sales workflow with no manual data entry
  • Voicemail Drop
  • Windows/Mac Native Apps

Q. Who are the typical users of Close?

Close has the following typical customers:

Small Business, Freelancers, Mid Size Business

Q. What languages does Close support?

Close supports the following languages:

English

Q. What type of pricing plans does Close offer?

Close has the following pricing plans:

Subscription

Q. Does Close support mobile devices?

We do not have any information about what devices Close supports

Q. What other apps does Close integrate with?

Close integrates with the following applications:

Akita, Bedrock Data, Cloud Elements, Google Drive, Mailjet, Repsly, SalesOptimize, Wishpond, Zapier, mHelpDesk

Q. What level of support does Close offer?

Close offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials