About Close

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons.

Pricing starting from:

$29.00/month

  • Free Version
  • Free Trial
  • Subscription

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

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Australia, Brazil, Canada, China, Germany and 5 others

Supported Languages

English

Pricing starting from:

$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Close Software - Calling in Close
Close Software - Customized Search in Close
Close Software - Inbox in Close
Close Software - Explorer in Close
Close Software - Email Activity Thread in Close
Close Software - Sales Activity Timeline in Close
Close Software - New Email Template Creation in Close
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Close video
Close Software - Calling in Close
Close Software - Customized Search in Close
Close Software - Inbox in Close
Close Software - Explorer in Close
Close Software - Email Activity Thread in Close
Close Software - Sales Activity Timeline in Close
Close Software - New Email Template Creation in Close

Features

Total features of Close: 121

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling Software
  • Audience Targeting
  • Auto-Dialer
  • Batch Processing
  • CRM Software
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Conferencing
  • Call List Management
  • Call Management
  • Call Monitoring
  • Call Queues
  • Call Recording Software
  • Call Reporting
  • Call Tracking Software
  • Call Transfer
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Personalization
  • Campaign Segmentation
  • Channel Management Software
  • Click Tracking
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customer Service Analytics
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Data Synchronization
  • Drag & Drop
  • Drip Campaigns
  • Email Management Software
  • Email Marketing Software
  • Email Monitoring
  • Email Response Control
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Field Sales Management
  • For Insurance Industry
  • For Real Estate
  • For Startups
  • For iPad Devices
  • Forecasting
  • Inbox Management
  • Interaction Tracking
  • Lead Capture Software
  • Lead Distribution
  • Lead Engagement
  • Lead Management Software
  • Lead Notifications
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Monitoring
  • Multi-Channel Communication
  • On-Demand Recording
  • Online Voice Transmission
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization and Behavioral Targeting Software
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer Software
  • Prioritization
  • Process/Workflow Automation
  • Prospecting Tools
  • Queue Management
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • SMS Messaging
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Signature Management
  • Target Account Identification
  • Task Management Software
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Voice Mail
  • Web-based Deployment
  • Workflow Management Software

Alternatives

Mailshake

4.7
#1 Alternative to Close
Mailshake is a sales engagement platform for modern sales teams. Send personalized cold emails at scale and set tasks...

HubSpot CRM

4.5
#2 Alternative to Close
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

Salesforce Essentials

4.4
#3 Alternative to Close
Salesforce Essentials is a cloud-based CRM for small businesses which allows users to manage leads, opportunities,...

Pipedrive

4.5
#4 Alternative to Close
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Reviews

Overall rating

4.7 /5
(151)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.6/5
Customer Support Software
4.6/5

Already have Close?

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

Showing 5 reviews of 151
Martin
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Has worked really well

Reviewed on 27/01/2016

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.

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 Software
  • Likelihood to recommend 7.0 /10

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

Reviewed on 28/09/2016

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

Nadav
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 Software
  • Likelihood to recommend 0.0 /10

AWEFUL EXPERIENCE! BUSINESS OWNERS - BE AWARE!

Reviewed on 23/06/2021

Close.com BROKE our agreement and KILLED our company.

We partnered with close.com and after long...

Close.com BROKE our agreement and KILLED our company.

We partnered with close.com and after long meetings with their sales and customer success teams, we agreed to collaborate after getting a written agreement for our needs and future use of their system.
We built an entire infrastructure supported by their system after working with them for few months and paying them over $20,000 knowing it's an investment and it will be worth the money on the long-range.

We made sure to add in our agreement all of the potential problems and insisted that if there will be any problem - close will contact us for our immediate care and fix, as we want to keep a good relationship with them.

After 4 months, just 2 days after another payment of over $5,000 from us, we received a cold email from the customer success manager, quoting an email of [SENSITIVE CONTENT] saying they won't work with us anymore and suspend our account in 40 days. NON-NEGOTIABLE.
The stated reasons were ones we never heard of before from the close.com team and never knew they could cause any issue (if we've known, we would've taken care of them immediately).
No prior warning, no apology, no discussion, and not even a meeting explaining the situation.
Just a "non-negotiable" cold email.

We spend those months we worked with Close.com HUGE amount of development and employee resources to fit our system to Close's while planning to launch a new product, and just a few days before our launch we received this awful email.

Pros

Looking back - nothing honestly.
We wish we would've never heard of them.

Cons

Close.com BROKE our agreement and KILLED our company.

Josh
Overall rating
  • Industry: Financial Services Software
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

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

Turns you into a selling machine

Reviewed on 18/10/2018

Once you catch the vision for Close.io, it doubles your productivity in sales.

Once you catch the vision for Close.io, it doubles your productivity in sales.

Pros

Close.io shines in two ways-- no data entry and the follow up system.
No data entry means that it's reading your emails and syncing the CRM with the activity. You can also call through their phone number and it logs your phone calls to the CRM.

Follow up system. Following up until you get a No is key to sales success. Close.io builds this in to the CRM so that you see who to follow up everyday and can jus work down the list.

Cons

I don't think of Close.io as having data integration with other services on a first class level. May be wrong, but that's my impression.

Yevgeniy
Overall rating
  • Industry: Computer Software
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Great solution for medium sales teams

Reviewed on 14/06/2018

Pros

We've used close.io for a few years for our sales team. It has nearly any feature that you'll need. It has incredibly good system for follow ups and sales tracking.

Cons

This is not really needed when you have just a couple of salespersons and price starting from per mo is really high.

Showing 5 reviews of 151 Read all reviews

Close FAQs

Below are some frequently asked questions for Close.

Close offers the following pricing plans:

  • Starting from: $29.00/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:

Close integrates with the following applications:

ActiveCampaign, Airtable, Asana, Bento, Calendly, Clearbit, DocuSign, Dreamdata, Drift, Driftrock, Drip, Dripify, Dropbox Sign, Droyd, GetAccept, Gmail, Gong.io, Google Calendar, Google Sheets, Help Scout, HubSpot Marketing Hub, Hyperise, Intercom, Jiminny, JustCall, LeadFuze, LeadsBridge, Mailchimp, Make, MeisterTask, PandaDoc, QuotaPath, Retool, Shopify, Slack, Stripe, Zapier, Zendesk Suite, Zoom Meetings, hotglue, snapADDY DataQuality

Close offers the following support options:

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

Related categories

See all software categories found for Close.