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Updated on: January 24, 2021
What is Close ?
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85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

Close

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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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Close Technical details

Support Business Hours Online Customer Type Individuals Freelancers Medium Business Small Business
API Location / Phone Number San Francisco, California / +1 833-462-5673
Deployment SaaS/Web/Cloud Installed - Windows Installed - Mac Category CRM Software Call Center Software

Close Pricing

Pricing ModelFree Trial , Subscription
MONTHLY YEARLY
Starter
$21.25 /User/Month
Billed Yearly

Lightweight CRM for startups with built-in calling and SMS

Best for: Individuals and teams just getting started with a CRM

Features

  • User limit : 3
  • Store Leads : 2500
  • Store Contacts : 4000
  • Multichannel inbox
  • Opportunity management
  • Pipelines : 1
  • Custom Fields : 5
  • Task management
  • Dynamic & static lead lists (Smart Views)
  • Lead import & export
  • Lead timeline (Lead History)
  • Follow-up reminders
  • Lead notes
  • Lead search
  • Merge duplicate leads
  • Duplicate detection on import
  • Email templates : 5
  • Two-way email sync (send/receive)
  • Email open tracking
  • Dynamic template tags
  • Email scheduling
  • Historical email import
  • File attachments
  • Email signatures
  • Snooze & undo send
  • Google Calendar sync
  • Google Calendar meeting reminders
  • Sync incomplete Tasks to calendar
  • Global calling
  • SMS (send & receive)
  • Free monthly calling credit : $3
  • Automatic call logging
  • Call forwarding
  • Multiple phone numbers
  • Caller ID using external phone number
  • Custom voicemail greeting
  • Real-time sales activity reporting
  • Save & share reports
  • Self-service help center
  • Email support
  • Two-factor authentication
  • API access
  • Zapier integration
  • Zoom integration
  • Gong integration
  • Help Scout integration
  • Event Log API
  • Zendesk Support integration
  • Get Accept integration
  • 99Inbound integration
  • LeadFuze integration
  • LinkMatch integration
  • Stitch integration
  • Retool integration
  • Plecto integration
Basic
$55.25 /User/Month
Billed Yearly

Complete sales CRM to track unlimited leads with built-in reporting

Best for: Small teams managing a growing number of leads

Features

  • User limit : 30
  • Store Leads : Unlimited
  • Store Contacts : Unlimited
  • Multichannel inbox
  • Opportunity management
  • Pipelines : 1
  • Custom Fields : Unlimited
  • Task management
  • Dynamic & static lead lists (Smart Views)
  • Lead import & export
  • Lead timeline (Lead History)
  • Follow-up reminders
  • Lead notes
  • Lead search
  • Merge duplicate leads
  • Duplicate detection on import
  • Email templates
  • Two-way email sync (send/receive)
  • Email open tracking
  • Dynamic template tags
  • Email scheduling
  • Historical email import
  • File attachments
  • Email signatures
  • Snooze & undo send
  • Google Calendar sync
  • Google Calendar meeting reminders
  • Sync incomplete Tasks to calendar
  • Global calling
  • SMS (send & receive)
  • Free monthly calling credit : $10
  • Automatic call logging
  • Call forwarding
  • Multiple phone numbers
  • Caller ID using external phone number
  • Custom voicemail greeting
  • Real-time sales activity reporting
  • Save & share reports
  • Team leaderboard
  • Status change reporting
  • User performance reporting
  • Self-service help center
  • Email support
  • Two-factor authentication
  • Roles & permissions
  • API access
  • Zapier integration
  • Zoom integration
  • Gong integration
  • Help Scout integration
  • Event Log API
  • Zendesk Support integration
  • Get Accept integration
  • 99Inbound integration
  • LeadFuze integration
  • LinkMatch integration
  • Stitch integration
  • Retool integration
  • Plecto integration
Professional
$80.75 /User/Month
Billed Yearly

Well-rounded CRM with time-saving automation and multiple pipelines

Best for: Growing teams starting to automate their sales process

Features

  • User limit : 100
  • Store Leads : Unlimited
  • Store Contacts : Unlimited
  • Multichannel inbox
  • Opportunity management
  • Pipelines : 3
  • Custom Fields : Unlimited
  • Task management
  • Dynamic & static lead lists (Smart Views)
  • Lead import & export
  • Lead timeline (Lead History)
  • Follow-up reminders
  • Lead notes
  • Lead search
  • Merge duplicate leads
  • Duplicate detection on import
  • Email templates
  • Two-way email sync (send/receive)
  • Email open tracking
  • Dynamic template tags
  • Email scheduling
  • Email sequences
  • Bulk email sending
  • Historical email import
  • File attachments
  • Email signatures
  • Snooze & undo send
  • Email & domain filtering
  • Google Calendar sync
  • Google Calendar meeting reminders
  • Sync incomplete Tasks to calendar
  • Global calling
  • SMS (send & receive)
  • Free monthly calling credit : $10
  • Automatic call logging
  • Power Dialer
  • Call forwarding
  • Multiple phone numbers
  • Caller ID using external phone number
  • Custom voicemail greeting
  • Real-time sales activity reporting
  • Save & share reports
  • Team leaderboard
  • Status change reporting
  • User performance reporting
  • Self-service help center
  • Email support
  • Two-factor authentication
  • Roles & permissions
  • API access
  • Zapier integration
  • Zoom integration
  • Gong integration
  • Help Scout integration
  • Event Log API
  • Zendesk Support integration
  • Get Accept integration
  • 99Inbound integration
  • LeadFuze integration
  • LinkMatch integration
  • Stitch integration
  • Retool integration
  • Plecto integration
Business
$123.25 /User/Month
Billed Yearly

The ultimate all-in-one CRM and sales performance solution

Best for: Teams with a large number of leads or products

Features

  • User limit : Unlimited
  • Store Leads : Unlimited
  • Store Contacts : Unlimited
  • Multichannel inbox
  • Opportunity management
  • Pipelines : 10
  • Custom Fields : Unlimited
  • Task management
  • Dynamic & static lead lists (Smart Views)
  • Lead import & export
  • Lead timeline (Lead History)
  • Follow-up reminders
  • Lead notes
  • Lead search
  • Merge duplicate leads
  • Duplicate detection on import
  • Email templates
  • Two-way email sync (send/receive)
  • Email open tracking
  • Dynamic template tags
  • Email scheduling
  • Email sequences
  • Bulk email sending
  • Historical email import
  • File attachments
  • Email signatures
  • Snooze & undo send
  • Email & domain filtering
  • Google Calendar sync
  • Google Calendar meeting reminders
  • Sync incomplete Tasks to calendar
  • Global calling
  • SMS (send & receive)
  • Free monthly calling credit : $10
  • Automatic call logging
  • Power Dialer
  • Call recording
  • Predictive dialer
  • Voicemail drop
  • Group numbers
  • Call forwarding
  • Call transferring
  • Multiple phone numbers
  • Caller ID using external phone number
  • Custom voicemail greeting
  • Real-time sales activity reporting
  • Save & share reports
  • Team leaderboard
  • Status change reporting
  • User performance reporting
  • Groups : 10
  • Custom graphs (Explorer)
  • Self-service help center
  • Email support : SLA
  • Screen share support
  • Custom onboarding : 5+ users
  • Dedicated Customer Success Manager : 5+ users
  • Two-factor authentication
  • Roles & permissions : Customizable
  • API access
  • Zapier integration
  • Zoom integration
  • Gong integration
  • Help Scout integration
  • Event Log API
  • Zendesk Support integration
  • Get Accept integration
  • 99Inbound integration
  • LeadFuze integration
  • LinkMatch integration
  • Stitch integration
  • Retool integration
  • Plecto integration
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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.

Close FAQs

Close is CRM Software. Close offers the following functionalities:

  • Contact Management
  • Call Logging
  • Marketing Automation
  • Customer Support
  • List Management

Learn more about Close features.

The pricing for Close starts at $25.00 per user per month. Close has 4 different plans:

  • Starter at $25.00 per user per month.
  • Basic at $65.00 per user per month.
  • Professional at $95.00 per user per month.
  • Business at $145.00 per user per month.

No, Close does not offer a free plan.

Learn more about Close pricing.

Yes, Close provides API.

Ask the Community View Community

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Close Reviews

OVERALL RATING
4.6
Based on 236 Rating(s)
Rating Distribution
  • 67.3 %
  • 28.8 %
  • 1.9 %
  • 1 %
  • 1 %
SHARE YOUR EXPERIENCE Write a Review
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Martin ASource : g2crowd.com
(Reviewed on 06 May 2020)
"Amazing product but especially exceptional customer care"

What do you like best?

We have integrated Close heavily in our digital product. It's been easy, and despite that the APIs are still very powerful. They are in theory focused on small and medium sized B2B customer but we are a 50+ contact center (based in Bogotá, Colombia) focused on selling car insurances through phones and through our website. I'd say they're perfect for any service where the sales are relatively long time (ours are around a week with between 5 and 15 contacts per sale). We have used them since we were a one person startup in 2015. What I really appreciate is their customer care. Very responsive to all of our needs and along the way they have implemented a lot of things we have requested (they have even sometimes made special configurations just for us). Amazing!

What do you dislike?

Some small technical things we still need. Among them a quicker way to change through leads (today it takes like 2-3 seconds to go back to the list and in to the next lead, we'd like it to be much faster so that you just click "next"). Also a possibility to add custom fields to opportunities. However, last month custom fields were launched for contacts and it should only be a matter of time before we have it for opportunities as well. Apart from these small technical things that for a normal user are not really a problem it's really very good. I clarify that we are a power user and have integrated Close with all of our systems. It's core to our processes. The other issues that we've had over the years have all been fixed.

What problems are you solving with the product? What benefits have you realized?

So this is where we handle all our customers. It's easy to set up but also very customizable. Most things is handled in Close or other services that are closely integrated with Close. Phone, WhatsApp, Emails, follow ups, recordings, statistics and reporting etc. It's very powerful.

...more
Jessica BSource : g2crowd.com
(Reviewed on 06 May 2020)
"Super User Friendly"

What do you like best?

It's very user friendly. I've only needed help a couple of times with questions and their response was almost immediate. Great for sales teams.

What do you dislike?

That other reps can access my inbox. I would like it more private but that could be a company settings issue.

Recommendations to others considering the product:

Do it! You won't regret the decision.

What problems are you solving with the product? What benefits have you realized?

Sales dialer so it saves a lot of time.

...more
Agency in Computer SoftwareSource : g2crowd.com
(Reviewed on 15 January 2020)
"Best CRM"

What do you like best?

The way it organizes accounts and contacts on the same page

What do you dislike?

The reporting could be improved with a drag and drop capability to build your own reports

Recommendations to others considering the product:

This is the best CRM I've ever used and I used at least 10 other applications

What problems are you solving with the product? What benefits have you realized?

Volume of sales activity increased so much. Campaigns are easy to run and we've been able to be really targeted with our messaging because it's so easy to use filters to create lists. The email tracking feature is fabulous.

...more
User in Education ManagementSource : g2crowd.com
(Reviewed on 30 October 2019)
"presents leads and actions in a simple and logical arrangement. "

What do you like best?

Close lets multiple reps or agents team up strongly on qualifying and converting leads.

What do you dislike?

I am not sure there are Macros like Zendesk. There seems to be a lot of manual copy-pasting, or worse, having to come up with new words for the same messages, over and over, and over agiain!

Recommendations to others considering the product:

What advice do you have for people considering Close?

What problems are you solving with the product? What benefits have you realized?

We are segmenting populations of providers using 5 or 6 custom fields as directed by the business. Future calls are much more focused and more likely to convert since all agents can see all actions on a lead.

...more
LaurenSource : financesonline.com
(Reviewed on 05 October 2019)
The Best CRM Platform In The Market Today

PROS & CONS

What are the best aspects of this product?

One can instantly see that the best thing about Close.io is the way it organizes the leads it captures - as companies and contacts within those companies. This unique approach is a time saver because we are able to sell to companies as a whole instead of peddling leads to individual people. This structure also simplifies the job of sales people as it pinpoints the contact points that have been made with potential clients in previous campaigns.

What aspects are problematic or could work better?

There is a lot of room for improvement with regards to the reporting tool. Although it comes with the basic reporting application, I know that of other means that will help get people get deeper into data. Close.io just don't have that.

What specific problems in your company were solved by this product?

We wanted to closely monitor our communications with current customers and perspective clients as well as sell directly to companies instead to individuals. With everything well organized in our CRM by company, every process is a whole lot easier, from managing conversations all the way to the end of the sales process. Along with better organization, Close.io helped the team become more effective in terms of sending out template emails. The system automatically fills the text box but also enables you to inject some customizations prior to sending them.

Are you a current user of this product?

Yes

...more
FrankSource : financesonline.com
(Reviewed on 17 September 2019)
A great CRM for today's SMBs.

PROS & CONS

What are the best aspects of this product?

Very easy to use. UX is fantastic. Communication transperancy is flat out amazing when it comes to customers. Its smart-view gives you the ability to filter just about anything!

What aspects are problematic or could work better?

Reporting is way too basic. Integrations are limited to just a few.

What specific problems in your company were solved by this product?

It's capable of covering the needs of a small-medium organization. A great product for companies looking to build their workflows and everything else. As a result, we were able to make the success process of development/customer service/sales around the product. We realized later in time that we were in need of advanced reporting as well as integration opportunities than Close.io was able to give us.

Are you a current user of this product?

Yes

...more
AlSource : financesonline.com
(Reviewed on 16 September 2019)
One of the best company-based CRM out in today's market.

PROS & CONS

What are the best aspects of this product?

The greatest thing with Close.io is it's capable of organizing leads with contacts and companies. When it comes to selling to companies as opposed to separate people, the structure saved a ton of time for sales reps. Not only that, but it made things a lot simpler for those on sales. They get to see which contact points were made with potential clients they had before.

What aspects are problematic or could work better?

The thing that needs to be stronger is reporting in the platform. Even with a plethora of basic reporting tools you'll ever require, there are other means of diving into data that hasn't really existed in the platform.

What specific problems in your company were solved by this product?

Business case is simple. We need to keep track of our communication with potential and present customers. We're selling to companies as opposed to separate people. By getting our CRM organized by company, it's simpler to organize all conversations in working through the sales process.

Are you a current user of this product?

Yes

...more
User in Marketing and AdvertisingSource : g2crowd.com
(Reviewed on 26 August 2019)
"close review"

What do you like best?

close is very helpful especially in creating and call the customer all the formation of the customer is already there when you click it

What do you dislike?

sometimes there some interruption when calling and sending emails but its normal

Recommendations to others considering the product:

close is very useful in business specially when you need to engage with the customer by calling or email

What problems are you solving with the product? What benefits have you realized?

in close we usually put all the customers information and by then we call the customer and send email using close

...more
Paolo ASource : g2crowd.com
(Reviewed on 26 August 2019)
"Sales Software"

What do you like best?

Close is very easy to understand and this software has alot of features that can help you manage thousands of contacts! YES! been using this for couple of months now but i never get confused on who to follow up,to call, or to monitor because a feature where you can filter all the leads to make sure that you working on the right ones.

What do you dislike?

Theres really nothing wrong or something that i dont like- its quick and easy, plain simple so its perfect!

Recommendations to others considering the product:

This is Highly recommended! if you are dealing with hundreds or thousand of leads! this is the best software :)

What problems are you solving with the product? What benefits have you realized?

My job is to call all the leads and invite people, at the same time email, follow up, monitor the progress of my opportunities- and what i realized was, regardless of the number of people or contacts you're dealing with close- this software can help you and never give a hard time when closing sales or follow up.

...more
Source : g2crowd.com
(Reviewed on 21 February 2019)
"Great sales software with an amazing followup angle."

What do you like best?

The powerdialer feature and email sequencing.

What do you dislike?

Lack of customizations you are not able to enhance the software or specific fields. You are limited, so If you have a database you are looking for this is not the software to use. There are other options. However, if you want purely a sales tool. This is the software for you.

Recommendations to others considering the product:

If you are looking to expand your business and make a lot of sales calls. This is the software to use.

What problems are you solving with the product? What benefits have you realized?

Deriving more clients and keeping track of our candidates.

...more
Read All Reviews

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