Close vs Clio

HubSpot CRM

Pipedrive

8am MyCase

PracticePanther Legal Software

Streak

Smokeball

Compare Close and Clio based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Salesforce Sales Cloud

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Slack

Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Close is the sales engagement CRM that helps SMBs turn more leads into revenue. A true multichannel platform, Close lets you email, call, and text your leads from desktop. Go beyond contact management with the CRM that helps you reach more leads, follow up more often, and close more deals.

Activity Dashboard

Activity Tracking

AI/Machine Learning

Alerts/Notifications

Appointment Scheduling

Audience Targeting

Auto-Dialer

Automatic Call Distribution

Automatic Outbound Dialer

Batch Processing

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Center Management

Call Conferencing

Caller ID

Call List Management

Call Logging

Call Monitoring

Call Queues

Call Recording

Call Reporting

Call Routing

Call Tracking

Call Tracking Metrics

Call Transcription

Call Transfer

Call Whispering

Campaign Analytics

Campaign Management

Campaign Personalization

Campaign Segmentation

Canned Responses

Channel Management

Click Tracking

Client Management

Collaboration Tools

Commenting/Notes

Commission Management

Communication Management

Computer Telephony Integration

Configurable Workflow

Contact Database

Contact Management

Content Delivery

Content Library

Content Management

Contract/License Management

Conversation Intelligence

CRM Integration

Customer Database

Customer Segmentation

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Entry

Data Import/Export

Data Security

Data Synchronization

Data Visualization

Deal Management

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Email Management

Email Marketing

Email Monitoring

Email Sequences

Email Templates

Email Tracking

Engagement Tracking

Field Sales Management

File Management

Forecasting

For Financial Institutions

For Insurance Industry

For iPad Devices

For Mac Devices

For Real Estate

For Sales Teams/Organizations

For Small Businesses

For Startups

Inbox Management

Interaction Tracking

Lead Assignment

Lead Capture

Lead Distribution

Lead Engagement

Leaderboards

Lead Generation

Lead Management

Lead Notifications

Lead Nurturing

Lead Qualification

Reviewers appreciate the free trial and the ROI they see during that period, and some users report that built-in VoIP features justify the higher price. However, some reviewers find the cost high for startups, and per-user pricing expensive.

Value for money

By industry, Close reviewers are most commonly professionals in computer software (21%). The most frequent use case for Close cited by reviewers is CRM (70% of reviewers).

Close

Web-based

Windows

iPhone

Android

Solo

Essentials

Growth

Scale

Sales Team Lead

It also has very powerful search functionality, which we used to drive a lot of automation and reporting for sales and service managers, first through Zapier and now through Close itself as well as they build out more internal automation triggers.

They handle lead pages with lots of activities and notes really well, allowing you to filter down by activity, customer, employee, timeframe, or text searching.

They also have one limit that hurts automated workflows: you can only trigger them on a small subset of what their search tool allows you to look for.

Business Development Manager

The trial period felt a bit short, especially for teams that are evaluating multiple tools and need time to fully explore all the features.

Close offers a streamlined experience tailored for sales teams, with intuitive features that enhance productivity.

I especially appreciate how intuitive the interface is even new team members can get up to speed quick

Account Manager

Easy setup, analytical and simple-to-understand dashboards, predictive dialer rocks, voicemail drops, call cadences, and email marketing tools are all available.

Insurance Agent

So if a new lead calls in to your agency/store, and if the call ends and the lead isn't added, then the call's number/history is lost in the ether. If you've ever onboarded new employees, you know procedures like this won't be followed all the time.

If you do not heavily rely on a CRM system and just need a place to lightly store things to check on between departments without having to spend a lot of time training your users, then Close is a good call.

Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model.

Founder

Amazing CRM products, especially for startups

I can set up automated follow-up emails and messages to practically stay in front of the consumer.

There's no call history - Yes, their guide or protocol is to 'add as a lead' when a call comes in, but that's only DURING the call.

Customer Success 

The app lacks field customization for extra lead/deal data for reports, I found their integrations really limited (you can connect with Zapier but still has some limitations).

I feel so much better knowing that everything is in one place and that I can simply exchange information with my team; my customer service experience has also been excellent.

This helps me quickly review different types of leads based on lead score, when I talked to them last, and when I need to follow up with them again.

Business Development

Close's UI/UX make it super easy to navigate and manage day to day sales activities.  

Phone features are underdeveloped or possibly intentionally barebone.

Close has given new life to leads that were supposed to be dead, leads that you would not have pursued regularly in the past.

Insurance Broker

I do just wish that there was more of a build in terms of on going policy management through the CRM

The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box.

I also believe filters take time to get used to, and I'm not always sure I'm filtering correctly.

Business Development Executive

I have used close for more than 12 months and I can say that this is the best CRM for startups, I have used it mainly for sending email campaigns and lead management.

I love the Smart Views which allow custom filtering and sorting of leads.  

Effective communication lies at the heart of successful sales endeavors.

Sales Manager

Talent Acquisition

I am a recent user but I found it as a super interactive application and easy to manage it

Close is great if you're looking for a sales-focused CRM.

Q&A and Reports analyst

Its pretty good to follow up, increase sales (productivity), email or chat are pretty solid tools to development a good business relationship.

Customer Success Manager

This is a simple, easy to use platform that manages leads and calls, making it easy to monitor with call recording/listening, as well.

Executive Assistant

Great experience generally, just hate when I'm really into a task and then I forget about checking close all to open it up to 3 message and 6 emails.

Principal Analyst

Email marketing via sequences, built-in caller, and CRM

Program works fast and makes the customer ticket system very efficient.  

So far I have found it simple to learn and effective in lead and customer management.

Sales Lead

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.

Head of Sales

Most things make sense at first glance without much of a learning curve.

Specialist

It is a solid contender and helped me be more productive with its management and workflows.

Close.com is just a pure pleasure to work with and the entire team here is thrilled with it.

I am just beginning to use it so this is an initial review.  

Platform is very easy to use and all employees just loved it the minute they tried it out.  

I like the automations, data, and insights it provides.

The only issue with it is that it ain't that easy to get used to when it comes to the customizations.

Also, the task & Pipeline management are pretty solid.

No prior warning, no apology, no discussion, and not even a meeting explaining the situation.

Close.com BROKE our agreement and KILLED our company.

I would recommend the software if you do a lot of outbound sales and need to assign tasks to team members.

Sales

Email and Call Integration

Pricing

Customer Support

Opportunity Management

Search Functionality

User Interface

Sales and Client Relationships

Data Management

Small Business

Mid-size Business

Freelancers

Users think Close offers good value for money, especially appreciating its free trial and the ROI seen during the trial period. Some users report that the included features, such as built-in VoIP, justify the higher price compared to competitors. Reviewers appreciate that it is reasonably priced for the functionality provided and find it a worthwhile investment for their business needs. However, some users say the cost is high, particularly for small startups or teams, and feel that certain features could be offered at lower price points. Some reviewers find the calling functionality and per-user pricing expensive.

Close vs Clio Comparison (2026)

Close

Clio

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives