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Close
The all-in-one CRM for fast-growing sales teams.
Last updated: May 2024
Value for money rating
4.4
/5
160
Price starts from
49
/user
Per month
What users say
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0
Pricing model
Free trial
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1
/user
Per year
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Free trial
Price starts from
80
/user
Per month
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Free trial
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39.99
Pricing model
Free trial
Price starts from
8000
One-time payment
Pricing model
Free trial
Jordan L.
E-Learning, 11-50 employees
Used daily for 6-12 months
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Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed. It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation. Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else.
- Easy to get started - Easy to import leads - Easy to keep track of how everyone at your organization is interacting with the client - Pretty simple, but effective reporting
- Expensive - Low quality call audio - Low customization - Rigid sales structure set-up
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Computer Software, 11-50 employees
Used daily for 2+ years
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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.
- 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
- 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
Yevgeniy S.
Computer Software,
Used daily for 2+ years
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We've used close.io for a few years for our sales team. It has nearly any feature that you'll need. It has incredibly good system for follow ups and sales tracking.
This is not really needed when you have just a couple of salespersons and price starting from per mo is really high.
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Love how simple Close.IO is. There's one list of contacts , and then an infinite ways of segmenting the data after that in powerful ways. It's a very powerful concept, and they do it in a way that makes it super easy to manage lists of leads/clients/whatever, and to help make sure you're on top of it. They do this, however, in my opinion, by sacrificing features available in other top CRMs, some that seem like they should just be there. For us it has been worthwhile nonetheless.
By far the easiest and most intuitive way to manage relationships that I've come across. If it's a big struggle for you to have a bunch of lists of leads, and with your limited time you struggle to stay on top of each and every one of them, then Close.IO is awesome. It has helped us make sure none fall through the cracks, and does that in a way where I don't have to think about it. It just lets me know. Integration through Zapier also brings it to another level of automating workflows.
It's missing some features that other CRMs have, especially for the price. Although the 'smart views' (how you segment the contacts into different lists) is really really awesome and VERY powerful, there are some limitations that sound like should be there but are just missing (e.g. having different default columns per 'smart view', which sounds like a given to me since someone cares about different data depending on if the contact is a cold lead, qualified lead, or client). Instead now I have a bunch of columns that some people within my company don't care about but are just confusing to them. Also, you have to get the pro/business to get several features that I initially expected would be part of the main one, e.g. there's not a single report that can draw a graph to visually get at-a-glance info of any kind in the basic version. They also don't post their roadmap openly, so I have no idea what features will be coming. So in this respect it feels slightly like an incomplete product, but as mentioned, worth it for how incredibly well they execute the main function we need it for (effectively managing relationships/lists of contacts for both sales and client relationships).
Shadab K.
Computer Software, 11-50 employees
Used daily for 6-12 months
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My overall experience was good with close, I like the simple minimalistic interface of close and how easy to use for our day-to-day marketing and sales tasks. If money is not the issue then it's a good CRM tool for everybody.
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. it has a very simple interface and is easy to use. Previously we were using a different CRM where you are able to send mail only but not able to see those email responses, you will have to check your email for that but in Close CRM we can send mail and also see if we have any responses. Managing leads are also easy, either we can bulk import it as a CSV file or we can manually add it so it was very easy to manage the leads and contacts in close CRM.
Close is very expensive so it was very hard to pay for small startups. Lead management and email campaign were good but apart from that we have not used anything else so for us it was very expensive.
László M.
Computer Software, self-employed
Used daily for less than 6 months
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Very easy to use tool for sales reps who do a lot of calls in a day.
Very easy to use with an intuitive interface. Easily create followup sequences and the best feature is the one-click calling SMS. It is just so easy to call ANY Country on your computer. With great audio quality.
The startup plan is fine, but if you want to use multiple phone numbers and call recording, it is only in the most expensive plan. Also, you cannot see which calls cost how much money, it is hard to track back your charges.
Chhavi B.
Management Consulting, 1-10 employees
Used daily for 1-2 years
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I like their all in one feature package - outreach can be done via call, sms, email. Each feature is beautifully designed. I also really like Smart Views
No cons really. It's a little more expensive than other CRMs out there - but I totally understand because the features they provide at this price point eliminates need for any other app in my sales workflow.
Verified reviewer
Computer Software, 11-50 employees
Used daily for 6-12 months
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I would advise this product to anyone, the pricing is correct, the product is great and does not try to lock you in but retains you through customer satisfaction.
The simplicity yet power of this CRM system is exactly what a growing company needs. It is also fantastic that the product comes with an API that can help to automate your tasks and connect the CRM to other products.
The user interface of the emails could be smarter and give a better oversight!
Chris R.
Education Management, 11-50 employees
Used daily for 6-12 months
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Used it daily as a sales rep and it made managing everyone and seeing all communication simple and allowed me to spend less time tinkering and more time closing sales. It does a great job of getting out of the way so you can focus on what's important.
So uncomplicated and straightforward to use. CRMs can be a real pain, and this one is a joy.
Although it's packed with value, it's still pricey compared to competitors. However, if you can do it, I still recommend it.
Tom
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Have used everything – Salesforce, InfusionSoft, Pipedrive, Sugar, etc. At some level, they were all awesome, and at another level, all of them sucked at something important. After signing up for a free 14 day trial, I happily pulled out my credit card and signed on for $660/month for our (4) users after using it for just a few days. And we had just signed on for a competitive solution only 4 months earlier. Now, after using Close.io for a couple of weeks, the positive impact on our business has been profound. Since all calls and emails go through the system, the reporting is real-time and automatic for salespeople. Our sales staff loves it, I love it, and as long as it keeps working the way it is, we expect to be customers for a long time. P.S. Responses from support are typically within the hour. So far, I'm very impressed.
Automated tracking, in-app calling, in-app email, bulk email, filtering, reporting, real-time dashboard.
Higher cost per seat than some others (but obviously well worth it for me, and most others).
Jonathan L.
Insurance, 1-10 employees
Used daily for less than 6 months
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Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model. Lead management and the sales pipeline management were incredibly easy to get into however. Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was fantastic. The 'workflows' or automations on sending out follow ups on schedule and utilizing templates is also something awesome only found on CRMs that cost 4x as much; that's a great deal. However, as noted above, they didn't have retail business models in mind or maybe they don't have enough context. 1) 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. 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. 2) There's no way to set business hours/voicemail-forward - I work past business hours to get extra admin work done; of course customers don't always look up business hours before calling and suddenly I have to listen to the ring tone for 30 seconds or pick up. 3) Big emphasis on 'Companies' as leads/customers vs Individuals - So on lead profiles, you can set an address, yes. But after setting the address, city, state, zip code, you can only see the city and state on the lead's profile (probably because of its intended use for B2B sales), but in a B2C context, it's vastly more helpful to see the full address for us. You can argue you can create custom fields, but it seems like a easy fix to just let users choose which address details are visible in that proper spot. This is just one example, there's also not really much functionality for MAINTAINING/RETENTION of clients after the sales aspect. Again, emphasis towards saas sales where the use-case is getting the sale and then passing off the client to another department; whereas in retail or agency use, we have to maintain that relationship or make product/service changes. All in all, incredibly useful focus on the outbound sales aspect, if your business model fits or if you want a dedicated sales CRM for a sales team. However, retail businesses, B2C, or in my case, insurance agencies, will need something more well-rounded.
What I liked about Close was the consolidation of tools into one CRM. The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box.
Phone features are underdeveloped or possibly intentionally barebone.
We appreciate your thorough review of Close, Jonathan. I've passed this feedback to our product team -- with an extra emphasis on the calling feature feedback.
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Information Technology and Services, 51-200 employees
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I can tell you that I have used over 20 different CRM systems over the past 10 years. We do a tone of cold calling and we need to just blaze through calls fast and I never could find CRM that allowed us to do this. I was so frustrated that I needed up even creating our own CRM just to do this very thing. I can’t tell you how much money I spent in development of our CRM to make a product that blazes through calls fast. We used that for about a year or two then I stumbled on because our in-house custom CRM was having problems and we didn't have the resources to fix it so I figured I would try again. I cannot tell you how incredibly excited I am about how amazing Stop logging calls and emails and start making them instead. truly is. This CRM is unlike any product on the market it is exactly what we wanted our in-house product to be and more. It’s so awesome we scrapped our in house product and started exclusively using Stop logging calls and emails and start making them instead.. You do not truly have an appreciation for “next gen” this thing really is, there is literally nothing like it on the market and honestly I’m a bit shocked no one seems to get the amazing this thing is. This is a pure sales communication tool that cuts out all the BS of a CRM and is a real actual tool that a sales person can use to increase their sales and not just some data collection thing that salespeople are forced to you. If you actually give a go and start using it you’ll never want to use anything else if you do cold calling. The thing seamlessly interfaces all your calls AND even all your emails! You no longer need to be jumping in and out of outlook, you don’t need to check your outlook or Gmail calendar, and you don’t need to do anything except pull up the Stop logging calls and emails and start making them instead. and do the stuff in your inbox and make money. It pulls in not only your tasks, and follow up meetings but it also syncs your emails and voicemail sand phone calls. It takes every single bit of communication you do and puts it in one quick “to do list” automatically with ZERO data entry. It’s blazing fast and it just works. The voicemail drop thing is really dope, I can’t tell you how many times a day I find myself having to leave voice mails for people, they have this thing that you hit a button and it automatically leaves a voicemail so you can go to the next call, just amazing in terms of productivity.
There are too many to list – If you do cold calls this is a no brainier, you need to buy it today! It support The best apps. Better together. as well which means it hooks into hundreds of other marketing tools also. Their support is second to none, these guys seems to be hustling hard with support, product development and just providing a kick ass experience for their customers. I recommend this product.
This thing is EXPENSIVE.. but the truth is you get what you pay for and you geta lot. Your paying for the best and it has a price tag which clearly says it’s the best because it’s more than double the cost of other competitive products. The downside is though I have 3 team members and I’m paying close $300 to $400 a month for 3 people that’s crazy considering there are other products that do VoIp with Twillio for less than $10 a user. So I went from paying $50 a month for CRM and $80 for Twillio VoIP($180) to $300 a month. So my prices doubled, which sucked however after using this product it is worth the extra price but if they raise the prices anymore that is just pushing because it really his priced rather high for the market it’s in. Even the enterprise “SForce” CRMs are not as expensive as that (course those CRMssuck compared to this when it comes to cold calling). The problem is I can’t easily scale with it. So I’ll be stuck with a 3 users fora while where if they had it at a lower price point I would buy a license fore very one of my staff but since it’s so expensive I can’t justify it for anyone but my sales people. I think they are missing out on revenue by not having license does not have the VoIP stuff for like $5 a user so my support team could use it without VoIP and be on par with other CRM price points. It’s clear though this is a nitch product for telephone sales teams. SO that being said if you do not do a lot of phone sales then this product is probably overkill for you and there are many others that are more of “client manager”type of product where this bad boy is a pure sales beast and nothing else.. It will help increase your sales without a doubt! In terms of client management and being asingle point for all customer data it does the job but it does not really do that any better than other products out on the market for half its cost. It’s really the phone cold calling stuff is what makes it so awesome so if any other CRM companies ever figure this out and try to clone/copy it they will have some real competition but so far there is nothing like it and I would buy all over again! Also I really never write reviews either so the fact I’m even doing this speaks to much this thing rocks!
Tony C.
Photography, self-employed
Used daily for less than 6 months
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We had another CRM system that was a lot more expensive and not very easy to use. Close.com is just a pure pleasure to work with and the entire team here is thrilled with it.
Platform is very easy to use and all employees just loved it the minute they tried it out. We all wonder why we didn't get this sooner. Close.com is also fun to use and everything is at your fingertips. Program works fast and makes the customer ticket system very efficient.
No cons at all. I mean it. This program Rocks:)
Anna K.
E-Learning, self-employed
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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.
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.
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.
David H.
Computer Software, 51-200 employees
Used daily for 6-12 months
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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.
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
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.)
Verified reviewer
Computer Software, 51-200 employees
Used daily for 2+ years
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Skip it.
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.
- 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.
Verified reviewer
Computer Software, 51-200 employees
Used daily for 2+ years
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In the end it's very expensive for a bulk lead calling tool.
This is a great tool if you are just bulk burning through new biz leads and have a fast sales cycle. the calling through Close.io is great, call recording great, ability to create custom lists for lead calling also great
This is not a CRM period! I would only recommend this if you were integrating it with a dedicated CRM system. The notes are chaotic and very difficult to look back through history and find important past conversations. There is no ability to do ANY form of contract management once a customer is closed and there is also no ability to attach anything to the opportunity info. So if you have a relevant presentation or any documentation relevant to a potential sale you best save it in a google drive and make a custom field to stick the link in.
Dean P.
Marketing and Advertising, 1-10 employees
Used daily for 6-12 months
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For an early stage company I think Close.io has everything you'll possibly need. The higher tier plans also let you forgo a phone system in your office to make it even more cost effective. Overall the system is very easy to use and the visual layout of the platform is very nice. And really most of the basic things you'd need out of a CRM are all there. My only qualm with this system is that there are minor annoyances like not being able to unmerge leads in the event you accidentally might have done so. And overall contact management could be slightly improved but it's not enough to ruin the experience in my opinion.
I really like the ease of use and graphical interface. I also love that I'm able to dial straight from the platform and the templating system is fairly easy to use as well.
Contact and lead management could be slightly improved. Unmerging leads is not possible from what I can understand so be careful not to merge the wrong leads. Also if your working specific verticals, it's nice to be able to port a contact from one lead to another should they have switched companies but that's not a possibility either.
Thanks, Dean, we're happy that our inside sales CRM is serving you well! We've passed your feedback on to the product team.
Rod T.
Financial Services, 1-10 employees
Used daily for 6-12 months
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I like Close and will continue to use it because it works for me. I can enter a new lead and immediately start a communication track via email and text and Close keeps it all in an easy to follow format.
Close is really easy to get up and running and is simple to work with.
The cost to go from the base plan to the next level that has several more features is a lot.
Nick P.
Internet, 11-50 employees
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While Close.io is a CRM by definition, I consider it more of a sales platform. 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. With built-in call and email integration, Close.io is designed for salesperson outreach. It eliminates unnecessary data entry, and is the perfect companion for any sales team using the "Predictable Revenue" (A book by Aaron Ross) approach to sales. All activity (calls, emails, lead status changes) is automatically tracked, leaving the sales rep to just write contextual notes for each activity. The automatic tracking of activity leads sales managers to easily determine how much activity yields certain sales results. Those answers are the holy grail when it comes to building a scalable sales process.
- Built-in call and email integration. - Flexible and powerful API w/ great documentation. - Dynamic lead lists (called "Smart Views") powered through search. - Native Mac and WIndows apps. - Responsive support team. - Custom fields
- Costly for budget conscious teams. (But not less expensive than Salesforce and like platforms) - No native mobile apps yet. (Not recommended for outside sales teams)
Jeffrey A.
Computer Software, 51-200 employees
Used daily for 2+ years
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Overall my experience with Close has been a positive one. Customer service is responsive.
The pros are that is a pretty straight forward CRM to use. It integrates well with many other applications.
Overall, I cannot really think of any cons. It gets the job done as a reasonably priced CRM. It does not have as many features as salesforce but for the price its great.
Verified reviewer
Market Research, 11-50 employees
Used daily for 6-12 months
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Email marketing via sequences, built-in caller, and CRM
On the Expensive side. It'd be great if they can provide discounts for startups
Verified reviewer
Computer Software, 51-200 employees
Used other for 1-2 years
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I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison. The platform is also a lot simpler to use than other popular CRMs like SalesForce and Dynamics.
There isn't much to dislike about the platform. There could be some additional features to make activities simpler but that's not really anything against the platform, in my opinion.
Kinga E.
Marketing and Advertising, 11-50 employees
Used weekly for 6-12 months
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I think it can work wonders in large organizations where sales departments are bigger and more structured. I really like the tool.
Close.io is a machine for sales, it helps wish sales workflow and outbound. It is user-friendly and gives everyone some transparency of information - even people out of sales department can understand processes.
It is really expensive, however, it is worth spending money for the features it offers.
Jason J.
Marketing and Advertising, self-employed
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I've evaluated a lot of CRM's and Close.io is one of my absolute favorites. If you need to make a lot of calls their dialer and integrated telephony features are some of the best available.
Pretty Expensive especially if you already have another VOIP provider. Unless something has changed recently you miss out on a lot of standard VOIP features like a virtual attendant. Press 1 for Sales, Press 2 for Marketing, etc.