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Close Pricing, Features, Reviews and Alternatives

Close product overview

What is 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.

Key benefits of using 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
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Documentation
Webinars
Videos
Live Online

Close pricing information

Value for money

4.3

/5

137

Starting from

$

25

/momonth
Per User

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Close features

Functionality

4.3

/5

137
Total Features124 16 categories

Most valued features by users

Reporting/Analytics
API
Email Marketing
Reporting & Statistics
Alerts/Notifications
Third Party Integrations
Data Import/Export
Activity Dashboard

Functionality contenders

Close users reviews

Overall rating

4.7

/5

137

Positive reviews

96%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.82/10
Rating distribution

5

4

3

2

1

107

25

2

0

3

Pros
Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person.

Anna K.

I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers.

Nick P.

Excellent support, great founders, great desktop app for Mac, and very easy to use plus onboard team members with.

SO

Sean O.

Cons
The only negative thing I have to say is that close.io does not work really well with HTML emails.

Nir A.

It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.

James T.

It's missing some features that other CRMs have, especially for the price.

AR

Anonymous Reviewer

Overall rating contenders

Overall Rating

Great Beginner CRM Tool

Reviewed 10 months ago

Transcript

Akshay R.: My name is Akshay. I'm a tech CEO in the SAS industry, and I'd give Close.io a five out of...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Close.io for therapists, tutors and coaches

Reviewed 6 years ago

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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Close - Marketing Agency

Reviewed 6 months ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best out there

Reviewed 2 months ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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A solid CRM but not close to the being the best for sales reps.

Reviewed 4 months ago

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.

Close FAQs and common questions

Close has the following pricing plans:
Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available


Close has the following typical customers:
Freelancers, Mid Size Business, Non Profit, Small Business


Close supports the following languages:
English


Yes, Close has an API available for use.


Close integrates with the following applications:
HubSpot Marketing Hub, Zoom, Gong.io, Drift, Help Scout, Slack, Mailchimp, PandaDoc, Intercom, Zendesk


Close offers the following support options:
Knowledge Base, Email/Help Desk, Chat, Phone Support, FAQs/Forum

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