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.
|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|
$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.
Data Migration Service (Lead Options) : $2500 One-Time Fee
$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.
$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.
10 plus Seats or More, contact the vendor to get the detailed pricing information.
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.
Pros: -Easy for the team to use.
-Calling system is great
-Fast customer Service.
-Call recording is fantastic.
Cons: -Reporting is lacking for what we need. We would like to see more detailed reporting.
-Company Hierarchy. No way to easily setup parent and child companies
- Limited field for opportunities
-Smartviews are difficult to use.
- Few direct Integrations.
Overall: The sales team uses close everyday. It has helped us stay organized, keep customer data up to date and stay on top of opportunities.
I've heard very positive feedback from our sales team, as they have said that the CRM is easy to use and enables them to call and email leads very quickly and easily. There is a power dialer, but this flawed.
We've switched from Salesforce and the sales team can definitely get more things done with Close. If that's the main thing you're looking for, then it can be good.
I am not a part of the sales team, but rather the sales operations and implementation team. That's important to note.
There are a few basic, fundamental functions that are missing from Close.io. For example, there is no intuitive way to mark contacts as Do Not Contact.
If you are not planning to scale, this could be a good product since sales people can do their jobs more easily. However, when your number of leads and customers starts growing, this tool makes it incredibly difficult to report on and maintain.
Enables salespeople to dial more.
Pros: Extremely intuitive, clean and smooth. Intelligently designed and sets you and your employees up with a great work flow to stay organized
Cons: The view set ups can take some getting used to (IF, OR, AND) but once you have it figured out your workflow will go so smoothly.
Overall: I just want anyone reading this to know that I went from using Close to using Salesforce. Originally I didn't think Close was anything particularly special, because I hadn't tried out any other CRMs. Working with Salesforce has made me change my mind completely - Close is a far superior product.
I really like this system because it allows you to record each of the calls made by your sales team in order to analyze them and be able to see and evaluate each detail of all. With this software I can see all the records and the interactions that are made with the clients, thanks to its interface and easy use one can review any error that an operator has committed in order to improve customer service.
This system allows me to establish tasks with notifications in order to know when the objectives are being reached automatically, it also lets you carry all your work in an organized manner, in order to manage the work times of your team and reporting on what task does it need to be a priority and what are the activities that you should spend the most time on.
I like it because it allows you to have a complete view of all the sales results. In addition, in addition, it is amazing how you can quickly and automatically organize calls with emails. Without exaggerating this is an excellent platform
If I did not like it at the beginning, the price of this software, however, over time I understood that it was worth making this investment. Since for us it is important to be able to evaluate customer service and this software allows us to do so.
If you have a business of a call center type, this software is undoubtedly for you, since it is an extremely complete system, which is worth having.
It is an excellent benefit to be able to visualize each one of the results of the sales and the performance of the advisor as a result of said result. It is also very useful for us to efficiently manage emails in conjunction with calls.
Pros: Works great for a single person (not only sales-focused). It's feature-rich and allows for great customization
Cons: Everything works as expected for now. There is a bit of a learning curve but that is expected.
Overall: Easy to use, powerful CRM platform.
I love that you have the ability to call, text, and email all within the same program. It makes keeping track of employees a lot easier and ensures that I can track statuses easily. I can also pull numbers and run statistics of the sales guys easy through their reporting tab.
This program can get expensive depending on what features you are wanting and how many sales people you have on staff. How the new pay structure is set up it has definitely made us watch how much we are using, which is a bad thing because I don't want my sales guys to worry about that. I want them to do their jobs.
Make sure that it fits your company's needs. Get a trial run of it and talk to one of the support staff. Really ask questions. Sometimes you are locked into an agreement and you have to pay per seat, and if you don't have that many seats filled you still get charged. It can be costly.
It's a one stop shop when it comes to CRMs. You can do a lot of the things that you need to be successful in the sales world.
You can record the calls to analyze them later and see all the details. When you have a place where all the interactions you do with your clients are recorded, it is much easier to review any error or mistake that has been made and you can also work to improve the customer service.
The tasks and notifications of objectives that you must meet are organized automatically, it is easier to carry all your work organized, because you can easily manage everything you have to do and at every moment you are informed about what task is more priority and in which you should invest more work.
All the sales you make are recorded and stored of the system so that different teams can see how they are doing their work.
Some extra features require paying more money, as may be the case with certain telephone functions. From my point of view these extra functions are useful so you can analyze the calls more completely and even if they cost more money it is worth paying.
Organizing the sales of a company is a complicated process, since you have to analyze the calls made, the advertising, the customer service, the tasks that must be carried out. Close is a CRM that helps to organize all these elements and with functionalities that serve to support and automate some elements.
The collaboration between the sales teams is now much better, since we can check at any time how the different activities that are being carried out are working and we can also check if all the objectives that have been raised are being achieved.
The generated reports show a lot of information and also these reports have something that is very good. You can divide all the information in different parts and review the sections that you consider most relevant by comparing certain data from different aspects of the sales section. This way of analyzing things is much more intuitive and provides information.
Smart views are one of the most interesting options we have found, because you can define better thanks to that tool the public you want to send a specific product, you can better define which clients will adapt more to the advertising you want to send.
Simplicity is another element that has influenced us to choose this CRM. Our sales teams have adapted very well to their operation, have understood well the operation and have been able to integrate all the data of customers, products and projects to manage them within the system.
The use of electronic mail through Close is also quite easy and is well integrated for communication to be more fluid.
They should review the assignment of roles and permits, since sometimes they have given me problems when selecting them to grant permits to certain employees or teams. Sometimes I have had to change this section several times to make it work properly.
Although there are many CRMs in the market, I think Close is a good option for small or medium companies that have a sales system and use a lot of phone calls. If this is your case in Close you will find a well designed software, easy to use and that gives you the necessary information to improve your sales.
With Close we now have a much broader control of calls, we can analyze them, control the quality offered, review customer data ... All this gives us many details to improve our future attention.
The platform has some very extensive reports, full of information that serves to better understand how your products are working, your team and sales in general. Some reports that provide such useful information are key for our company, because thanks to their analysis we are able to continue improving.
The auto-dialer is great. It's very easy to work my entire day out of close.io instead of several other programs- it APIs into just about every tool I use. Metrics and deal tracking are excellent as well. For high-octane dialing/cold outreach, this CRM is awesome.
Sorting/grouping leads can be cumbersome and time-consuming. Lacks some bells and whistles of more robust solutions. Occasional interruptions in service. Their support team is very lean and can take time to respond to issues.
All I can say is it works really, really well in a startup/smallish team environment. It's a very solid all-in-one solution. However, I'm not sure it has the functionality to be adopted by a larger org, or for companies looking for a more robust, extremely user-friendly CRM.
Close.io makes it much, much easier to obtain high activity metrics in a sales environment. As the name implies, close.io enables us to close more deals.
Pros: The integrations and power of the tool. It gives you email, SMS and much more. I also like their courses.
Cons: The UI could be somewhat improved and upgraded, but that's okay.