Close

About Close

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.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $49.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%
Reviews

81%
Momentum

65%
Popularity

81%

Platforms Supported

Browser Based (Cloud)
Desktop App (Windows, Mac)

Organization Types Supported

Medium Business
Small Business
Freelancers
Individuals

API Support

Available

Modes of Support

Business Hours, Online

Close Awards

# 14 Most Popular CRM Software
Q1 2022

# 6 Fastest Growing CRM Software
Q4 2020

# 13 Most Popular CRM Software
Q4 2020

# 5 Fastest Growing CRM Software
Q3 2019

# 15 Most Popular CRM Software
Q3 2019

# 17 Most Searched CRM Software
Q3 2019

Close Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

95%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Call Center Features

Outbound Call Center

Allows your agent to make outgoing calls

Inbound Call Center

Allows you to receive an incoming call from customers

Concurrency Support

Allows you to manage multiple calls concurrently

Live Chat

Allows you to instantly communicate with your customers and/or exchange chat messages online

Progressive Dialer

Auto dials and connects agents to calls answered by live persons

Predictive Dialer

Automatically dials to list of phone numbers

Queue Management (Calls)

Allows you to control call queues and distributes call equally

Auto Call Recording

Automatically records all the ongoing calls.

Call Monitoring

Allows you listen to all inbound and outbound calls.

IVR Support

Interactive voice recognition routes the caller to the right agent

Close Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Startup $49.00 $59.00 per user / month

Features

Store Leads, Contacts, and Opportunities
5 Workflows
Email and calendar sync
Zapier integration
Power Dialer

Professional $99.00 $109.00 per user / month

Features

Includes features of Startup plan, plus
Increased Leads, Contacts, Custom Fields, and Email Templates
Multiple Pipelines
25 Workflows
Custom Activities

Enterprise $139.00 $149.00 per user / month

Features

Includes features of Professional plan, plus
Custom Objects (Beta)
100 Workflows
Call Coaching
Predictive Dialer
Custom roles & visibility permissions

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 15/04/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Close Pricing

Close Alternatives

View All Close Alternatives

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sponsored

ClickUp THE PRODUCTIVITY PLATFORM read more

4.7 4,638 user ratings

Free Forever ➔

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sponsored

Monday CRM monday sales CRM is an intuitive and customizable platform used to ... read more

4.2 37 user ratings

Get started ➔

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sponsored

Thryv Meet modern customer’s expectations read more

4 864 user ratings

Visit Website

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sponsored

Creatio CRM Accelerate revenue growth, streamline operations and transform cust... read more

Get Free Demo

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sponsored

Zoho CRM A Fully-Featured CRM Software read more

4.2 5,344 user ratings

Visit Website

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sponsored

HubSpot CRM Solve Your CRM Functions For Free read more

4.3 5,684 user ratings

Book Free Demo

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

FIVE CRM Call Center CRM Software read more

4.7 32 user ratings

Get Free Advice Close Vs FIVE CRM

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Truly Build Sales with Calls read more

4.6 168 user ratings

Get Free Advice

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

SimpleCRM A CRM for Business read more

4.4 16 user ratings

Get Free Advice Close Vs SimpleCRM

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Cratio CRM A Sales CRM Software read more

4.7 6 user ratings

Get Free Advice Close Vs Cratio CRM

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

DigitalCRM.com An Online CRM Software read more

Get Free Advice Close Vs DigitalCRM.com

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

CRM.io by 500apps Drive Sales with CRM read more

5 2 user ratings

Get Free Advice Close Vs CRM.io by 500apps

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MyBusiness CRM Online CRM Software read more

5 8 user ratings

Get Free Advice Close Vs MyBusiness CRM

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

GoCRM Use marketing automation to increase your sales volume read more

5 2 user ratings

Get Free Advice Close Vs GoCRM

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Second CRM A CRM System for Business read more

4 1 user ratings

Get Free Advice Close Vs Second CRM

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipeline CRM Unlock the true potential of your sales team for closing more deals read more

4.5 923 user ratings

Get Free Advice Close Vs Pipeline CRM

Close Reviews

User Rating

4.8/5 (Based on 984 Ratings)

Rating Distribution

Excellent
81.1%
Very Good
16.2%
Average
1.6%
Poor
0.4%
Terrible
0.7%

User Sentiments

User-friendly Interface, Lead Management & Organization, Email Automation & Templates, Built-in Calling & SMS

Reporting & Analytics limitations, Mobile App Functionality, Occasional Software Glitches & Crashes, Limited Integrations

Do You Use Close?

Write a Review

Review Summary

Overall, users praise Close for its user-friendly interface, ease of use, and robust sales pipeline management capabilities. They appreciate the customizable features, automation tools, and integrations with other business applications. Close is also commended for its excellent customer support and onboarding process. However, some users have expressed concerns about occasional bugs and glitches, limited reporting options, and the need for more advanced features. Additionally, a few users have mentioned that the learning curve can be steep for those new to sales CRMs.