About 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. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Close is designed with the goal of making salespeople as efficient as possible. Make and receive calls with just 1-click. All calls are logged automatically (no manual data entry!). Looking at scalability? With bulk email automation tools and cold calling features like the power and predictive dialer, you can reach large lead lists quickly and perform high volume sales in Close. Primary features include lead management, global calling management, 2-way email sync, and reporting. Other features include a built-in text messaging feature, sales pipeline view, email marketing tools, and predictive dialing. The software has an open API and offers integration with 50+ applications including Zapier, Zendesk, and Wufoo. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
Close Software - Calling
Close Software - Customize search
Close Software - Product inbox
Close video
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Close pricing

Close does not have a free version but does offer a free trial. Close paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Pricing Details:
All Close plans come with a free 14-day trial, no credit card required. Pricing is per user, per month. 15% discount for annual plans. Prices below do not reflect this discount and are standard month-to-month pricing. Starter: $29/user (monthly) Basic: $69/user (monthly) Professional: $99/user (monthly) Business: $149/user (monthly)
Free Version:
No
Free trial:
Yes

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Close Reviews

Feature rating

Value for Money
4.3
Functionality
4.3
Ease of Use
4.6
Customer Support
4.6
5 reviews of 144 View all reviews
Anna K.
  • Industry: E-Learning
  • Company size: Self Employed
  • Review Source
Value for Money
4
Features
0
Ease of Use
5
Customer Support
5

5
Reviewed on 14/10/2015

Close.io for therapists, tutors and coaches

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 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.

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.

Todd Q.
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 23/05/2022

A great solution once you get it organized

Pros

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

Cons

I wish basic text formatting was built into the note taking (especially bullet points). I understand with not going crazy with a WYSIWYG, but some simple formatting options would help for quicker note taking.

Verified Reviewer
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Features
2
Ease of Use
2
Customer Support
3

3
Reviewed on 18/11/2018

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

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.

Kyle S.
  • Industry: Construction
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
4

5
Reviewed on 14/04/2022

Phone Heavy Sales Team's Dream

It is everything we need except dashboards. If your are an outbound or phone heavy sales ord

Pros

no fluff. there are not 3 different places to log contacts/opps/accounts/leads it is all on one page. It is simple yet surprisingly powerful. Every one of my reps added can't get over how easy and fluid it makes their life.

Cons

Dashboards are non existent. You will need to be comfortable with exporting/using zapier/or a few support partners to push your data into a visual appealing place

Alternatives Considered

Salesforce Essentials

Reasons for Choosing Close

With a high velocity sales team hubspot was slowing us down and complicating the process for the team.

Switched From

HubSpot CRM

Reasons for Switching to Close

Experience with the system, knew the ease of use was what our team needed. We may pair up with salesforce/hubspot in the future as we mature as a sales org but for now we are solid with our process.
Tony C.
  • Industry: Photography
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 28/04/2022

Close.com Can Make Your Business Run Efficiently and Problem Free

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.

Pros

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.

Cons

No cons at all. I mean it. This program Rocks:)

Alternatives Considered

HubSpot CRM

Reasons for Choosing Close

Less expensive and easier to use.

Switched From

Salesforce B2B Commerce

Reasons for Switching to Close

Less expensive and easier to use and the team here learned quickly how to use it.

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