Close Pricing, Features, Reviews & Comparison of Alternatives

Close

The Sales Engagement CRM | Turn more leads into revenue

4.73/5 (129 reviews)

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.com

Pricing

Starting from
$35/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English
Close screenshot: Calling in CloseClose screenshot: Customized Search in CloseClose screenshot: Inbox in CloseClose screenshot: Explorer in CloseClose screenshot: Email Activity Thread in CloseClose screenshot: Sales Activity Timeline in CloseClose screenshot: New Email Template Creation in Close

Close reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.3
  4.6
  4.6
Anna Krueger

Close.io for therapists, tutors and coaches

Reviewed 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

Minimize review

Alexander Elman

Close is great for startup sales but lacks some simple features

Used daily for less than 6 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 7/10

Minimize review

Anonymous

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

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 3/10

Minimize review

Joshua Francia Torres

It's like magic

Reviewed 2015-03-17
Review Source: GetApp

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.

Rating breakdown

Minimize review

David Huntsman

Close - Great CRM for small to medium sized busniesses

Used daily for 6-12 months
Reviewed 2019-12-09
Review Source: Capterra

Overall Close (close.io) was a great system for our high volume, low price software product. We recently switched from Close to Salesforce and It has been a very bumpy road that more than one department in our company has struggled with. Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.

Pros
Kept all communication and information for a given account/lead visible on one page. Made it very easy to navigate and get an idea of everything surrounding a given lead quickly. - Perfect for high volume telesales - Reporting and lead management was great - Filtering lists made it easy -Phone and text worked great

Cons
The way things were set up, it made it difficult to manage Parent Child orgs for our Enterprise department. Less ability for customization and integrations. - We had a few problems with customer support/account manager getting back to us a few times. (Our account maxed out on calls and we needed to add more several times, but this took a while to flesh out and it completely shut our sales department down a couple times. This happened a few times and we wanted to set things up so it would have added time to our account before we ran out. This should have been addressed so it did not happen and never was.)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

Minimize review

Close pricing

Starting from
$35/month
Pricing options
Subscription
Free trial
View Pricing Plans

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

API
Activity Dashboard
Activity Tracking
Contact Management
Custom Fields
Customizable Templates
Data Import/Export
Reminders

Automatic Notifications (224 other apps)
Calendar Management (197 other apps)
Contact Database (146 other apps)
Customer Database (186 other apps)
Customizable Branding (237 other apps)
Customizable Reporting (182 other apps)
Electronic Payments (160 other apps)
Email Integration (214 other apps)
Reporting & Statistics (287 other apps)
Social Media Integration (193 other apps)
Surveys & Feedback (167 other apps)
Third Party Integration (260 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

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 Sequences
  • Email Templates
  • Phone Number + Global Calling
  • Pipeline
  • Predictive Dialer
  • SMS
  • Sales workflow with no manual data entry
  • Voicemail Drop
  • Windows/Mac Native Apps
  • Zoom Integration
View All Features

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