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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.

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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
    74%
  • Momentum
    62%
  • Popularity
    82%

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

Close 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

Screenshots of Vendor Pricing Page

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Pricing screenshot
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

Close Reviews

User Rating

4.8/5 (Based on 1,106 Ratings)

Ratings Distribution

  • Excellent

    80.8%
  • Very Good

    16.4%
  • Average

    1.6%
  • Poor

    0.4%
  • Terrible

    0.8%

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.

Pros

  • Powerful sales pipeline management & automation.
  • Userfriendly interface.
  • Streamlined contact management.
  • Robust reporting and analytics.

Cons

  • Occasional issues with data synchronization.
  • Limited customization options.
  • Lacks some advanced features found in competing CRMs.

Close User Reviews

AI-Generated from the text of User Reviews

Videos on Close

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Close FAQs

What is Close used for?

Close is CRM Software. Close offers the following functionalities:

  • AI Assistant
  • Advanced Automation
  • Real-time Data Sync
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • Dedicated Phone Line Integration
  • IoT Integration
  • Customer Segmentation
  • Opportunity Management
  • Sales Force Automation
  • Customization
  • Territory Management
  • Reporting (Analytics)
  • Order Management
  • Collaboration Tools
  • Lead Management
  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Lead Scoring
  • Call Logging
  • Contact Management

Learn more about Close features.

What are the top alternatives for Close?

Does Close provide API?

Yes, Close provides API.

Close Contact

Vendor Details

San Francisco, California Founded : 2013

Contact Details

+1 833-462-5673

https://close.com/

Social Media Handles

Grid Report for Close

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Customers

Bench
Freightview
Krossover
SmartProcure
Cloosiv
Chartmogul
Common Wealth Joe
Hygge
Printavo
Naturebox

Close Integrations

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com

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