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Zoho CRM vs Close Comparison (2026)
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Good recommendations?
Overview
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
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.
- 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
4.3
7K
5
4
3
2
1
3.5K
2.3K
781
172
84
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.7
164
5
4
3
2
1
121
37
3
0
3
- Value for money
- Ease of use
- Features
- Customer support
74%
would recommend this appPros
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS
Radha S.
Legal Assistant
“It allowed me to tailor workflows, fields, and modules to match specific business processes rather than forcing us to adapt to the software.”
RS
Radha S.
Legal Assistant
Pros
“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
Cons
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
“Heavy customization or integration with other Zoho/third party applications can be difficult and time consuming to implement , making complex workflows difficult to recreate for initial config.”
Ben W.
Project Analyst
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
- Vendor responds to reviews
- Last review3 days 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
- Accounting
- Accounting Integration
- Action & Workflow Triggering
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Adaptive Responses
- Agent Customization
- Alerts/Escalation
- Alerts/Notifications
- Answering Machine Detection
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Audience Targeting
- Auto-Dialer
- Automated Emails
- Automated Note Taking
- Automated Responses
- Automated Routing
- 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 Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Intelligence
- Buyer Management
- 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 Management
- 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 Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Campaign Specific Caller ID
- Case Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Click-to-Call
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Coaching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Compliance Management
- Compliance Monitoring
- Computer Telephony Integration
- Configurable Workflow
- Consent Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversation Context Persistence
- Conversation Intelligence
- Conversational AI
- Conversion Tracking
- Correlation Analysis
- Create Content
- Cross-system Integration
- Customer Activity Tracking
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Interaction Automation
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- 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 Synchronization
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Processing
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Email Categorization
- Email Management
- Email Marketing
- Email Platform Integration
- Email Response Control
- Email Sequences
- Email Templates
- Email Tracking
- Email Tracking/Automation
- Engagement Tracking
- Enterprise Application Integrations
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Exporting & Sharing Data
- Feedback Collection
- Feedback Management
- Field Sales Management
- File Management
- File Sharing
- Follow-Up Scheduling
- For AEC Industry
- For Contact Centers
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generate Location
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Human-in-the-loop (HITL)
- IVR
- Inbound Call Center
- Inbound Identification
- Inbox Management
- Incentive 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 Distribution
- Lead Engagement
- Lead Follow-Up
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- eCommerce Management
- 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
- Accounting
- Accounting Integration
- Action & Workflow Triggering
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Adaptive Responses
- Agent Customization
- Alerts/Escalation
- Alerts/Notifications
- Answering Machine Detection
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Audience Targeting
- Auto-Dialer
- Automated Emails
- Automated Note Taking
- Automated Responses
- Automated Routing
- 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 Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Intelligence
- Buyer Management
- 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 Management
- 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 Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Campaign Specific Caller ID
- Case Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Click-to-Call
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Coaching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Compliance Management
- Compliance Monitoring
- Computer Telephony Integration
- Configurable Workflow
- Consent Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversation Context Persistence
- Conversation Intelligence
- Conversational AI
- Conversion Tracking
- Correlation Analysis
- Create Content
- Cross-system Integration
- Customer Activity Tracking
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Interaction Automation
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- 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 Synchronization
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Document & Content Mgmt.
- Document Management
- Document Processing
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Email Categorization
- Email Management
- Email Marketing
- Email Platform Integration
- Email Response Control
- Email Sequences
- Email Templates
- Email Tracking
- Email Tracking/Automation
- Engagement Tracking
- Enterprise Application Integrations
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Exporting & Sharing Data
- Feedback Collection
- Feedback Management
- Field Sales Management
- File Management
- File Sharing
- Follow-Up Scheduling
- For AEC Industry
- For Contact Centers
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generate Location
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Human-in-the-loop (HITL)
- IVR
- Inbound Call Center
- Inbound Identification
- Inbox Management
- Incentive 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 Distribution
- Lead Engagement
- Lead Follow-Up
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- eCommerce Management
Integrations
- Total integrations67
- ActiveCampaign
- Apollo.io
- Avaya Experience Platform
- Badger Maps
- Bedrock Data
- Box
- Calendly
- CallTools
- ChargeOver
- ChatGPT
- Claude
- Claude Code
- Clay
- Delphi AI
- Docusign
- Dropbox
- Eventbrite
- Fathom
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Meet
- Google Voice
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn Sales Navigator
- LinkedIn for Business
- Lusha
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- PropStream
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- Smartlead
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Typeform
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho CRM
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- Zoom Phone
- Zoom Workplace
- iQuoteXpress
- mailparser.io
- Total integrations24
- ActiveCampaign
- Apollo.io
- Avaya Experience Platform
- Badger Maps
- Bedrock Data
- Box
- Calendly
- CallTools
- ChargeOver
- ChatGPT
- Claude
- Claude Code
- Clay
- Delphi AI
- Docusign
- Dropbox
- Eventbrite
- Fathom
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Meet
- Google Voice
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn Sales Navigator
- LinkedIn for Business
- Lusha
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- PropStream
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- Smartlead
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Typeform
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho CRM
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- Zoom Phone
- Zoom Workplace
- iQuoteXpress
- mailparser.io
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