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Close vs Substrata Comparison (2026)
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Good recommendations?
Overview
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.
Cloud-based B2B sales platform using deep learning to decode behavioral signals and guide deal strategy for revenue teams.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.7
164
5
4
3
2
1
121
37
3
0
3
- Value for money
- Ease of use
- Features
- Customer support
74%
would recommend this app4.9
166
5
4
3
2
1
153
13
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
98%
would recommend this appPros
“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.”
Jackson E.
Sales Team Lead
“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.”
Jackson E.
Sales Team Lead
“The trial period felt a bit short, especially for teams that are evaluating multiple tools and need time to fully explore all the features.”
MA
Mehmet A.
Business Development Manager
Pros
“It helped me to modify tone, pace, and message delivery for improved client engagement by keeping me conscious of how my communication is received.”
JP
Joao P.
Support Analyst
“Cloudiway is notable for its emphasis on security and compliance. When managing enterprise data, operating on Microsoft Azure with SOC 2 Type 2 certification boosts confidence.”
Wenderson C.
administrative assistant
“I'm able to detect emotional indicators and buyer readiness, which keeps me from pushing too quickly and lets deals progress at a speed that is comfortable for both parties.”
JS
João S.
Dev
Cons
“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.”
Jackson E.
Sales Team Lead
“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.”
JL
Jonathan L.
Insurance Agent
“Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model.”
JL
Jonathan L.
Insurance Agent
Cons
“For very small businesses, the cost could be prohibitive, making it difficult for them to adopt certain tools or services without compromising their limited financial resources.”
Wenderson C.
administrative assistant
“For students or individual users the pricing may feel high if you are not fully utilising all features consistently.”
Aparna P.
Intern
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review7 months ago
Key features
- Total features180
- 2-Way Messaging
- A/B Testing
- AI Copilot
- AI SMS
- AI Text Generation
- AI Text Summarization
- AI Writing Assistant
- AI/Machine Learning
- API
- API Integration
- Access Controls/Permissions
- Action & Workflow Triggering
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Adaptive Responses
- Agent Customization
- Alerts
- Alerts/Escalation
- Alerts/Notifications
- Answering Machine Detection
- Audience Targeting
- Auto-Dialer
- Automated Emails
- Automated Note Taking
- Automated Responses
- Automated Voicemails
- Automatic Call Distribution
- Automatic Outbound Dialer
- Automatic Replies
- Automatic URL Shortening
- Autonomous Task Execution
- Autoresponders
- Batch Communications
- Batch Processing
- Best Time of Day Scheduling
- Breadth of Partner Applications
- Budgeting/Forecasting
- Bulk SMS
- Business Process Automation
- Business Process Control
- Buyer Intelligence
- CRM
- CRM Integration
- Calendar
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Back
- Call Center Features
- Call Center Management
- Call Disposition
- Call List Management
- Call Logging
- Call Monitoring
- Call Prioritization and List Optimization
- Call Recording
- Call Reporting
- Call Routing
- Call Scheduling
- Call Scripting
- Call Scrubbing
- Call Tagging
- Call Tracking
- Call Transcription
- Call Transfer
- Call Types
- Call Whispering
- Callback Scheduling
- Caller ID
- Calls and Voice
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Specific Caller ID
- Case Management
- Chat/Messaging
- Chatbot
- Click-to-Call
- Coaching
- Collaboration Tools
- Commission Management
- Communication Management
- Compliance Management
- Compliance Monitoring
- Computer Telephony Integration
- Consent Management
- Contact Database
- Contact Management
- Contract/License Management
- Conversation Context Persistence
- Conversation Intelligence
- Conversational AI
- Create Content
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer History
- Customer Interaction Automation
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Daily Summary
- Dashboard
- Dashboard Creation
- Data Enrichment
- Data Entry
- Data Import & Export Tools
- Data Import/Export
- Data Management
- Data Retrieval from Connected Systems
- Data Security
- Data Segmentation
- Data Sourcing
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Processing
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Email Categorization
- Email Management
- Email Marketing
- Email Platform Integration
- Email Sequences
- Email Templates
- Email Tracking
- Email Tracking/Automation
- Engagement Tracking
- Enterprise Application Integrations
- Event Triggered Actions
- Exception Reporting
- Exporting & Sharing Data
- Feedback Collection
- Feedback Management
- File Management
- Follow-Up Scheduling
- For Contact Centers
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generate Location
- Generative AI
- Graphical Data Presentation
- Human-in-the-loop (HITL)
- IVR
- Inbound Call Center
- Inbound Identification
- Inbox Management
- Independent Decision Making
- Information Locater
- Inquiry Routing
- Integrations / APIs
- Integrations Management
- Intent Recognition & Mapping
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Engagement
- Lead Follow-Up
- Lead Generation
- Live Chat
- Notes
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Updates
- Recommendations
- Reporting & Statistics
- Reporting/Analytics
- Review
- Sales Coaching
- Sales Onboarding & Training
- Sales Reports
- Sales Trend Analysis
- Training Management
- Workflow Management
- Total features36
- 2-Way Messaging
- A/B Testing
- AI Copilot
- AI SMS
- AI Text Generation
- AI Text Summarization
- AI Writing Assistant
- AI/Machine Learning
- API
- API Integration
- Access Controls/Permissions
- Action & Workflow Triggering
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Adaptive Responses
- Agent Customization
- Alerts
- Alerts/Escalation
- Alerts/Notifications
- Answering Machine Detection
- Audience Targeting
- Auto-Dialer
- Automated Emails
- Automated Note Taking
- Automated Responses
- Automated Voicemails
- Automatic Call Distribution
- Automatic Outbound Dialer
- Automatic Replies
- Automatic URL Shortening
- Autonomous Task Execution
- Autoresponders
- Batch Communications
- Batch Processing
- Best Time of Day Scheduling
- Breadth of Partner Applications
- Budgeting/Forecasting
- Bulk SMS
- Business Process Automation
- Business Process Control
- Buyer Intelligence
- CRM
- CRM Integration
- Calendar
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Back
- Call Center Features
- Call Center Management
- Call Disposition
- Call List Management
- Call Logging
- Call Monitoring
- Call Prioritization and List Optimization
- Call Recording
- Call Reporting
- Call Routing
- Call Scheduling
- Call Scripting
- Call Scrubbing
- Call Tagging
- Call Tracking
- Call Transcription
- Call Transfer
- Call Types
- Call Whispering
- Callback Scheduling
- Caller ID
- Calls and Voice
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Specific Caller ID
- Case Management
- Chat/Messaging
- Chatbot
- Click-to-Call
- Coaching
- Collaboration Tools
- Commission Management
- Communication Management
- Compliance Management
- Compliance Monitoring
- Computer Telephony Integration
- Consent Management
- Contact Database
- Contact Management
- Contract/License Management
- Conversation Context Persistence
- Conversation Intelligence
- Conversational AI
- Create Content
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer History
- Customer Interaction Automation
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Daily Summary
- Dashboard
- Dashboard Creation
- Data Enrichment
- Data Entry
- Data Import & Export Tools
- Data Import/Export
- Data Management
- Data Retrieval from Connected Systems
- Data Security
- Data Segmentation
- Data Sourcing
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Processing
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Email Categorization
- Email Management
- Email Marketing
- Email Platform Integration
- Email Sequences
- Email Templates
- Email Tracking
- Email Tracking/Automation
- Engagement Tracking
- Enterprise Application Integrations
- Event Triggered Actions
- Exception Reporting
- Exporting & Sharing Data
- Feedback Collection
- Feedback Management
- File Management
- Follow-Up Scheduling
- For Contact Centers
- For Mac Devices
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generate Location
- Generative AI
- Graphical Data Presentation
- Human-in-the-loop (HITL)
- IVR
- Inbound Call Center
- Inbound Identification
- Inbox Management
- Independent Decision Making
- Information Locater
- Inquiry Routing
- Integrations / APIs
- Integrations Management
- Intent Recognition & Mapping
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Engagement
- Lead Follow-Up
- Lead Generation
- Live Chat
- Notes
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Updates
- Recommendations
- Reporting & Statistics
- Reporting/Analytics
- Review
- Sales Coaching
- Sales Onboarding & Training
- Sales Reports
- Sales Trend Analysis
- Training Management
- Workflow Management
Integrations
- Total integrations21
- Apollo.io
- Badger Maps
- Calendly
- CallTools
- ChargeOver
- Claude
- Claude Code
- Clay
- Delphi AI
- Fathom
- Gong
- Google Voice
- Jiminny
- LinkedIn Sales Navigator
- Lusha
- Microsoft Outlook
- Microsoft Teams
- PropStream
- Smartlead
- Typeform
- Woodstock Optimization Studio
- Zapier
- Zoho CRM
- Zoom Phone
- Zoom Workplace
- Total integrations6
- Apollo.io
- Badger Maps
- Calendly
- CallTools
- ChargeOver
- Claude
- Claude Code
- Clay
- Delphi AI
- Fathom
- Gong
- Google Voice
- Jiminny
- LinkedIn Sales Navigator
- Lusha
- Microsoft Outlook
- Microsoft Teams
- PropStream
- Smartlead
- Typeform
- Woodstock Optimization Studio
- Zapier
- Zoho CRM
- Zoom Phone
- Zoom Workplace
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