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Updated on: April 18, 2019
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★★★★★
★★★★★
(170 Ratings) Write Review

Close is a CRM platform popular among salespeople which provides a sales workflow, ultimately used to close deals. Close gives you an overview of activities relating to your sales, bringing items to your attention according to their level of priority. It has a simple UI with a beautiful timeline view where every member of the sales team has complete access to every detail of the sales process. Close has features like built-in calling and SMS to let you reach your contacts quicker, an e-mail tool that lets you send e-mail sequences to specified contacts quicker and a powerful search engine that provides you with results at amazing speed. Additionally, Close provides an actionable report system, helping you measure team performance. Call automation, predictive dialing, bulk email and email sequences – Close handles them all. Close is can be integrated to other tools like Zapier, Zendesk to ensure users get the most out of its features.

Close Features Show All Features

Close Technical details

Support Business Hours Online Customer Type Freelancers Medium Business Small Business
API Contact San Francisco, California / +1 855-256-7346
Deployment SaaS/Web/Cloud Installed - Windows Installed - Mac Category CRM Software Call Center Software

Close Pricing

Pricing ModelFree Trial , Subscription
How much does Close cost ?
The pricing for Close starts at $55.25 per user per month. Close has 3 different plans such as - Basic at $55.25 per user per month, Professional at $80.75 per user per month and Business at $123.75 per user per month.
Basic
$55.25

$55.25 per User per Month billed Annually

$65 per User per Month billed Monthly

A modern CRM solution with built-in email sync, global calling, and SMS.

Features

  • Store unlimited leads and contacts
  • Activity, task & pipeline management
  • API access
  • Zapier integration
  • Save lead lists (Smart Views)
  • Data import/export tools
  • Search and Activity history
  • Two-factor authentication
  • 2-way email sync (send/receive)
  • Email templates
  • Scheduling and reminders
  • Snooze and undo send
  • Email open and response tracking
  • Global calling
  • Send/Receive SMS
  • Phone Number

Data Migration Service (Lead Options) : $2500 One-Time Fee

  • The software imports all of your data into Close and removes the duplicates.
Professional
$80.75

$80.75 per User per Month billed Annually

$95 per User per Month billed Monthly

Automate your outreach with email sequences and the Power Dialer.

Features

  • Includes features of Basic plan, plus
  • Bulk email sending
  • Email sequences
  • Power Dialer
  • Includes features of Lead Options
Business
$123.75

$123.75 per User per Month billed Annually

$145 per User per Month billed Monthly

Reach more leads than ever before with the built-in Predictive Dialer.

Features

  • Includes features of Professional plan, plus
  • Create custom reporting graphs (Explorer)
  • Custom roles and permissions
  • Predictive Dialer
  • Voicemail Drop
  • Group Numbers
  • Unlimited Call Recording
  • Includes features of Lead Options

10 plus Seats or More, contact the vendor to get the detailed pricing information.

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Disclaimer: The pricing details were last updated on 05/10/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Close Reviews

OVERALL RATING
4.6
Based on 170 Rating(s)
Rating Distribution
  • 152
  • 13
  • 0
  • 5
  • 0
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Verified ReviewerSource : capterra.com
★★★★★
★★★★★
(Reviewed on 07 March 2019)
Good For A Small Sales Team, in The Early Days

Pros: - 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

Cons: - 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

Overall: 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.

...more
Chris R.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 28 February 2019)
The best CRM I've used

Pros: So uncomplicated and straightforward to use. CRMs can be a real pain, and this one is a joy.

Cons: Although it's packed with value, it's still pricey compared to competitors. However, if you can do it, I still recommend it.

Overall: 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.

...more
Joe G.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 26 February 2019)
The best CRM for small-team sales pros

Pros: I can search my database by notes I've made, or specific actions like calls on a certain date. And, then set up a workflow & follow-up sequence accordingly.

Cons: Setting up a personalized workflow & follow-up sequence takes a long time, but once it's done, it saves lots of time. The email marketing feature needs improvement.

Overall: Close is very cool because setting up a personalized workflow & follow-up sequence got me focused on what I need to do next without wasting mental energy on figuring it all out anew every week.

...more
Verified ReviewerSource : capterra.com
★★★★★
★★★★★
(Reviewed on 14 February 2019)
Not a CRM

Pros: 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

Cons: 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.

Overall: In the end it's very expensive for a bulk lead calling tool.

...more
Anonymous ReviewerSource : getapp.com
★★★★★
★★★★★
(Reviewed on 03 February 2019)
Great way to keep track of sales funnel across team

Close.io is a really powerful sales CRM and we like how it also integrates files, phone calling, and have the whole email history easily reviewable.

Pros
Close.io is a really powerful sales CRM and we like how it also integrates files, phone calling, and have the whole email history easily reviewable.

Cons
The pricing per user is pretty high, but I guess this is pretty industry standard for sales/CRMs. Wish it was a bit more affordable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

...more
Desi A.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 01 February 2019)
Close.io in a nutshell.

Pros: The easy to use dashboard to navigate through the tools is fairly easy to use. The thing I like the most about the software is how easy it is to spot, an email, a phone call, and even the ability to do call listening sessions.

Cons: There just has to be a much better way to view information, it seems so cluttered. Yeah they have breaks and labels to separate data, but it is very eye tiring.

...more
Verified ReviewerSource : capterra.com
★★★★★
★★★★★
(Reviewed on 22 January 2019)
Best CRM EVER!

Pros: Close.io is every sales teams dream! Its super simple but extremely powerful! It has everything you need to effectively close deals daily and keeps you on track with very little effort.

Cons: I wish there was a two record type Leads and Accounts. There is a work around but my personal preference is a clear distinction between leads and accounts.

Overall: Close.io has been great from the start. Getting setup was easy and migrating our data from our previous CRM was simple. We are now able to monitor all outreach metrics in real time and close more deals with close.io

...more
Tedi A.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 19 December 2018)
A Waste!!

Pros: This software was a colossal waste!! DO NOT waste your time or money!! I used this software for less than a week before they were snooping around dictating my business practices and interrupting my business transactions. I am absolutely disgusted by this service. I tried to get get a hold of the sales rep 5 (FIVE) times and each and every time it goes to voicemail. They don't work weekends and wont answer you on weekends, so don't bother. They will email you a week later and if there are technical difficulties, they absolutely will not talk to you in a timely manner, they will just shut your acount down. THEN they tried to extort me for my credit card in reward for their terrible sales and joke in the form of what they call "tech support/customer service". Ridiculous! I lost so much money dealing with them! It was a horrific experience!

Cons: The joke they call "customer service/tech support". It's an extortion scheme!

Overall: Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it.

...more
Jordan T.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 14 December 2018)
Great Sales Tracking Management

Pros: My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use. Also being able to call directly from the software and have the calls recorded and task creations are very simple.

Cons: The user interface could use some improvement. The flow of things can sometimes get a little chaotic so creates extra time to learn the system.

Overall: Close.io is great for tracking leads and customer bases and the communication timeline as well.

...more
Samantha L.Source : capterra.com
★★★★★
★★★★★
(Reviewed on 11 December 2018)
Works as promised

Pros: Close is an easy way to keep track of leads and customers alike. We can set tasks, see who is calling, and have visibility to communication the client has had with other people in the company.

Cons: I really don't have many complaints. One tiny nitpicky thing: the icon in my tool bar continues to bounce even after someone else has answered a call. It can get confusing.

Overall: Close has been great and their customer support is really awesome.

...more
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Videos on Close Youtube Official Channel

Close Video Overview
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Close Screenshots

Close : Custom Search screenshot
Close : Inbox screenshot
Close : Calling screenshot
Close : Custom Search screenshot
Close : Custom Search screenshot
Close : Inbox screenshot
Close : Calling screenshot

Close Slides

The No-BS Guide to Understanding (and Calculating) Churn
How To Sell To Non-Believers - Turning Doubt Into Trust

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The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com