Close

4.7 (160)
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The all-in-one CRM for fast-growing sales teams.

About Close

Close is the top sales customer relationship management (CRM) designed to help small businesses and startups turn leads into revenue. Close's all-in-one inbox allows you to combine email, calling, and SMS with powerful sales automation and workflow tools. So you can take on sales enablement and sales tracking more efficiently than ever.

Close comes built-in with top of the line tools for email, calling, and SMS. This includes Call Assistant, cold email tools, real-time reporting/analytics, call tracking and recording, predictive dialer, power dialer, VoIP, customizable fields, sales tracking, and so much more.

Close can be used for any industry, from Real Estate CRM to Small Business CRM, Financial CRM, Online CRM, and many more. Our pricing starts at $49/month. Plus, you can start a 14 day free trial with no credit card required.


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
- Predictive Dialer and Power Dialer
- Call coaching
- Cold email and bulk email sending
- VoIP
- Automated call transcriptions + summaries


Images

Close Software - All-in-one inbox, combining email, SMS, calls, task reminders, and more.
Close Software - Opportunity funnels, for easy-to-use and customizable reports on your sales team's performance.
Close Software - Close's built-in messaging automation makes scheduling outgoing emails, SMS, calls, and tasks a breeze. Utilize powerful automation logic without breaking a sweat.
Close Software - Manage your team and keep your most important metrics at hand, with our customizable Activity Overview.
Close Software - Edit and send emails, assign tasks, and store important data about your leads, all in the Lead View.
Close Software - Create and share custom lead lists with your team, known as Smart Views.
Close Software - Track opportunities in your Sales Pipeline and forecast new revenue.
Close Software - Make, track, and record phone calls directly from within the Close app. All built-in.
View 9 more
Close video
Close Software - All-in-one inbox, combining email, SMS, calls, task reminders, and more.
Close Software - Opportunity funnels, for easy-to-use and customizable reports on your sales team's performance.
Close Software - Close's built-in messaging automation makes scheduling outgoing emails, SMS, calls, and tasks a breeze. Utilize powerful automation logic without breaking a sweat.
Close Software - Manage your team and keep your most important metrics at hand, with our customizable Activity Overview.
Close Software - Edit and send emails, assign tasks, and store important data about your leads, all in the Lead View.
Close Software - Create and share custom lead lists with your team, known as Smart Views.
Close Software - Track opportunities in your Sales Pipeline and forecast new revenue.
Close Software - Make, track, and record phone calls directly from within the Close app. All built-in.

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Reviews

Overall rating

4.7 /5
(160)
Value for Money
4.4/5
Features
4.3/5
Ease of Use
4.6/5
Customer Support
4.6/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 160
Samantha
Samantha
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Works as promised

Reviewed on 2018/12/11

Close has been great and their customer support is really awesome.

Close has been great and their customer support is really awesome.

Pros

Close is an easy way to keep track of leads and customers alike. We can set tasks, see who is calling, and have visibility to communication the client has had with other people in the company.

Cons

I really don’t have many complaints. One tiny nitpicky thing: the icon in my tool bar continues to bounce even after someone else has answered a call. It can get confusing.

Joshua
Joshua
Overall rating
  • Company size: 2–10 Employees
  • Review Source

Overall rating

It's like magic

Reviewed on 2015/03/17

We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data...

We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data of our salesmen and to make easier for them to keep track of their clients by client type. We used a CRM (highrise), but the data it gave us was no longer enough to know more about whether the size and type of clients - and opportunities - our sales team were generating was the right kind given our current strategy.

We initially requested a trial by importing a subset of random data of our former CRM but we felt this was not useful, because not all of those imported leads were relevant to us at the moment. When support from close.io gave us the option to extend our trial period, we deleted all of the previous leads and instead started adding new leads into the platform. That's when we notice the main strong point of close.io: by adding our first lead's email, within seconds we had a full history of each email we exchanged in the past. The desktop app works like a charm. Also, when you have a small sales team like ours, it's great to add a lead and check if one of your teammates already make a contact. Finally, it's amazing how easy is to categorize leads, we even use it to keep track of investors, allies and competitors.

The call feature is also a huge breath of fresh air into a follow-up process. The fact you can make calls straight from the app, that those calls get recorded and also get tracked into a lead's history ensures automatic track of almost every kind of interaction with a lead. In our case, although we tried it and it worked great, we won't make use of it because our small office space forces us to do calls by getting outside the office, and given our internet connection is not that solid we will keep making calls the way we are right now and evaluate a full switch later.

In a few words: if you have a small sales team and you want to make them doing more closing and less data insertion into follow-up tools, consider switching to close.io

Pros

The email auto-tracking is by far the the tool of close.io. The fact you can create a lead and it automatically brings all of the history of emails you exchanged with them gives a lot more insight and visibility into salesman follow-up performance. Also, the call feature; if you have a strong internet connection, and especially if you're a startup and your salespeople is constantly on the run. Support also responds very quickly to feedback, which made a lot easier the switch from our former CRM.

Cons

For our business, it´s very important to do bulk imports. However, the tool does not let you to opt out of duplicating leads, which makes us take longer to "curate" each file we want to import.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Good For A Small Sales Team, in The Early Days

Reviewed on 2019/03/07

On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's...

On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's no meaningful data analysis that can be done because of a lack of tagging and order. It's a good package to start out with, but I find that companies move along quickly for more powerful and useful products.

Pros

- really easy to use
- stripped down to the bare minimum, not many tabs for the sales team to navigate
- new email chain function is impractical as it's a manual task to set up for so few sales contacts
- customer support a few years ago was bad but has improved greatly
- price

Cons

- hard to extract data in a meaningful way. The search functionality is quite rudimentary
- data analysis is barely existent
- insufficient tagging
- feels like a doctored spreadsheet with nicer formatting but less usability

Jordan
Jordan
Overall rating
  • Industry: E-Learning
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Rigid structure means only certain sales processes fit (adaptations to all processes are...

Reviewed on 2016/09/28

Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go...

Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed.

It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation.

Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else.

Pros

- Easy to get started
- Easy to import leads
- Easy to keep track of how everyone at your organization is interacting with the client
- Pretty simple, but effective reporting

Cons

- Expensive
- Low quality call audio
- Low customization
- Rigid sales structure set-up

Martin
Martin
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Has worked really well

Reviewed on 2016/01/27

We run an online insurance comparison site in Colombia. We generate leads through our website that...

We run an online insurance comparison site in Colombia. We generate leads through our website that we have to close by phone and mail. A sales cycle is in average for around 20 days. Our requirements were:

1. Scalable (Apt for Small and Medium Businesses)
2. B2C focus
3. Lead integration
4. Mail integration
5. Phone integration (including possibility to store calls)
6. Easy to use
7. Reminders
8. Spanish would be a plus
9. Good and fast ROI

I studied 36 different options before making my choice and I demoed 6. My finalists were Pipedrive and Close.io. But I found Close.io being the better one. It's really fast and easy to use and very easy to adapt as we want. So far I'm very happy. The only things so far is that it's a little bit complicated to get a Colombian phone number but that's not Close.io's fault. It's because of the carriers here. The other was the Spanish but it wasn't sch a big problem since you can name many things yourself. It excelled in everything else. It also seems to be easy to export the day we decide to swith to another platform (if we do).

Pros

Fast and easy to set up. Great customer service. Transparent costs.

Cons

Maybe I would like it to work better in mobile. But that's mainly for me and not for my sales team. But apart from that I can't fin any cons.

Showing 5 reviews of 160 Read all reviews

Close FAQs

Below are some frequently asked questions for Close.

Close offers the following pricing plans:

  • Starting from: US$49.00/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. Prices below do not reflect this discount and are standard month-to-month pricing. Starter: $29/user (monthly) Basic: $69/user (monthly) Professional: $99/user (monthly) Business: $149/user (monthly)

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:

Android (Mobile), iPhone (Mobile)

Close integrates with the following applications:

Actiondesk, ActiveCampaign, Airtable, Asana, Bento, Calendly, Clay, Clearbit, Docusign, Dreamdata, Drift, Driftrock, Drip, Dripify, Fivetran, GetAccept, Gmail, Gong.io, Google Calendar, Google Sheets, Help Scout, HubSpot Marketing Hub, Hyperise, Intercom, Jiminny, JustCall, LeadFuze, LeadsBridge, Mailchimp, Make, MeisterTask, Microsoft 365, PandaDoc, QuotaPath, Retool, SavvyCal, Segment, Shopify, Slack, Spiff, Stripe, Zapier, Zoom Workplace, hotglue, snapADDY DataQuality

Close offers the following support options:

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

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