Close
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
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Reviews
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- Industry: Business Supplies & Equipment
- Company size: 11–50 Employees
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
The future looks bright with Close.IO
Reviewed on 12/02/2016
I have used Close.IO at my past company and this is the only CRM that I can endorse. When I told my...
I have used Close.IO at my past company and this is the only CRM that I can endorse. When I told my team that I was going to update the current CRM tool I was met with a lot of questions and concerns. After showing the video on the Close.IO site and taking questions for about 20 mins my team was buying into the idea of changing over. I was also able to prove to them that there would be a minimum of an hour that each of them would save a day, so that peaked their interest. Then as we ramped up for the change the nervousness kicked in again, so I made sure to stage the rollout in an effort to handle all questions in a controlled manner and prepare for more users. The employees were blown away by the ease of use! And I was impressed at just how smooth it all went. Being a tech guy my learning curve is quick, but from employees in their 20's-50's we had a hugely successful transition into Close.IO.
While my team is still early in the game, about 3 weeks into Close, we are seeing AMAZING results. One of my sales guys is up 50% in his personal sales! Others are up 10-20%. My entire team has said that they cannot wait to see what the future holds as we are continuing to find more ways to improve our process. Close.IO has convinced my team that it is the choice CRM tool.
Pros
Automation and their inbox is a huge pro.
Their search feature is arguably the best anyone could ask for. We are still discovering search tricks. GREAT ROI!
A great help page on the Close.IO site for finding suggestions and troubleshooting.
Cons
We did have a tough time with our firewall when first setting up Close.IO, so make sure to include your Network Admin in the conversation of switching to Close.IO early on in the process.
Sometimes getting someone on the phone can be a challenge, but email and scheduling a call have never been a problem.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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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 11/04/2021
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.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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 7/03/2019
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
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great Sales Tracking Management
Reviewed on 14/12/2018
Close.io is great for tracking leads and customer bases and the communication timeline as well.
Close.io is great for tracking leads and customer bases and the communication timeline as well.
Pros
My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use. Also being able to call directly from the software and have the calls recorded and task creations are very simple.
Cons
The user interface could use some improvement. The flow of things can sometimes get a little chaotic so creates extra time to learn the system.
- Industry: Transportation/Trucking/Railroad
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Works as promised
Reviewed on 11/12/2018
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.
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$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)
Q. Who are the typical users of Close?
Close has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Close support?
Close supports the following languages:
English
Q. Does Close support mobile devices?
Close supports the following devices:
Android (Mobile), iPhone (Mobile)
Q. What other apps does Close integrate with?
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
Q. What level of support does Close offer?
Close offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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