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:

$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Close

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

Pricing starting from:

$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Close

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
View 8 more
Close video
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: 125

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Scheduling Software
  • Audience Targeting
  • Auto-Dialer
  • Automated Scheduling
  • Batch Processing
  • Bulk Send
  • CRM Software
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • 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
  • Delivery Tracking
  • Drag & Drop
  • Drip Campaigns
  • Email Management Software
  • Email Marketing Software
  • Email Monitoring
  • Email Response Control
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Logs
  • Field Sales Management
  • Forecasting
  • Full Text Search
  • 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
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization and Behavioral Targeting Software
  • Pipeline Management
  • Pipeline Reports
  • Predictive Dialer Software
  • Prioritization
  • Process/Workflow Automation
  • Progress Tracking
  • Prospecting Tools
  • Queue Management
  • 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
  • Status Tracking
  • Target Account Identification
  • Task Management Software
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Video Call Recording
  • Visual Analytics
  • Voice Mail
  • Web-based Deployment
  • Workflow Management Software

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...

Salesflare

4.7
#2 Alternative to Close
Salesflare is an intelligent CRM for small and medium sized B2B businesses, who want to sell more with less work....

amoCRM

4.5
#3 Alternative to Close
amoCRM is the world's first messaging-powered CRM. It features customizable sales pipelines, lead tracking,...

Insightly

3.9
#4 Alternative to Close
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

Reviews

Overall rating

4.7 /5
(137)
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.

Write a Review!
Showing 5 reviews of 137
Joshua F.
Overall rating
  • Company size: 2-10 Employees
  • Review Source

Overall rating

It's like magic

Reviewed on 17/03/2015

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.

Jim W.
Overall rating
  • Industry: Automotive
  • Company size: 11-50 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

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

Best out there

Reviewed on 20/05/2021

Pros

Love it for all businesses I have worked in. I literally have my own Personal Close I use that I bring when I take a contract, so I don't have to use something else. It is part of my working life now - Easy deployment (Even when Microsoft tries to ruin everything for you), Simple and easy, can opt into great features if you need it, export your leads, whatever it is - It is software that has clearly been made by someone who was in Business Development. The amount of time I save not having to manually document how much work I have done...Makes me more successful.

Cons

Nothing - it is great - A small deployment issue once, but that was 100% Microsofts fault. The reps were great at fixing it.

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 Software
  • Likelihood to recommend 3.0 /10

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

Reviewed on 18/11/2018

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 Software
  • Likelihood to recommend 8.0 /10

Close - Marketing Agency

Reviewed on 12/02/2021

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.

Anna K.
Overall rating
  • Industry: E-Learning
  • Company size: Self Employed
  • Review Source

Overall rating

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

Close.io for therapists, tutors and coaches

Reviewed on 14/10/2015

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.

Showing 5 reviews of 137 Read all reviews

Close FAQs

Below are some frequently asked questions for Close.

Close offers the following pricing plans:

  • Starting from: $25.00/month
  • Pricing model: Subscription
  • Free Trial: Available

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

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.