About Close

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Close is designed with the goal of making salespeople as efficient as possible. Make and receive calls with just 1-click. All calls are logged automatically (no manual data entry!). Looking at scalability? With bulk email automation tools and cold calling features like the power and predictive dialer, you can reach large lead lists quickly and perform high volume sales in Close. Primary features include lead management, global calling management, 2-way email sync, and reporting. Other features include a built-in text messaging feature, sales pipeline view, email marketing tools, and predictive dialing. The software has an open API and offers integration with 50+ applications including Zapier, Zendesk, and Wufoo. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
Close Software - Calling
Close Software - Customize search
Close Software - Product inbox
Close video
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Close pricing

Close does not have a free version but does offer a free trial. Close paid version starts at US$25.00/month.

Starting Price:
US$25.00/month
Pricing Details:
All Close plans come with a free 14-day trial, no credit card required. Pricing is per user, per month. 15% discount for annual plans. Prices below do not reflect this discount and are standard month-to-month pricing. Starter: $29/user (monthly) Basic: $69/user (monthly) Professional: $99/user (monthly) Business: $149/user (monthly)
Free Version:
No
Free trial:
Yes

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Close Reviews

Feature rating

Value for Money
4.5
Functionality
4.5
Ease of Use
4.5
Customer Support
5
5 reviews of 139 View all reviews
Anna K.
  • Industry: E-Learning
  • Company size: Self Employed
  • Review Source
Value for Money
4
Features
0
Ease of Use
5
Customer Support
5

5
Reviewed on 14/10/2015

Close.io for therapists, tutors and coaches

I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.

Pros

Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients.

The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency.

Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals".

I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io.

The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones.

I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number.

Cons

I'm in Canada. I wish the price wasn't so high, especially with the exchange rate.

As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.

Eric M.
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
3
Customer Support
5

5
Reviewed on 12/02/2021

Close - Marketing Agency

Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.

Pros

It is a great CRM for marketing and sales agencies. I would recommend the software if you do a lot of outbound sales and need to assign tasks to team members.

Cons

It is a little bit of a steep learning curve however once you get the gist of it everything becomes very easy.

Alternatives Considered

Pipedrive

Reasons for Choosing Close

I needed the use of an integrated phone line for the CRM.

Reasons for Switching to Close

I preferred the customer experience with Close.
Rod T.
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 21/12/2021

Close is the best way to track leads through the sales process

I like Close and will continue to use it because it works for me. I can enter a new lead and immediately start a communication track via email and text and Close keeps it all in an easy to follow format.

Pros

Close is really easy to get up and running and is simple to work with.

Cons

The cost to go from the base plan to the next level that has several more features is a lot.

Verified Reviewer
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Features
2
Ease of Use
2
Customer Support
3

3
Reviewed on 18/11/2018

Most your organization will ask, "why aren't we using Salesforce?"

Skip it.

Pros

Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs? Built in VoIP is a nice feature, but do your math and make sure the price is worth it.

Cons

- Searching for data is near impossible. Can't filter for anything logically without getting into "raw queries," so you better be half an engineer if you want to search for anything.
- Reporting is a joke. The reporting tools might as well not exist. Be prepared to ask developers to leverage the API and sync into some other tool.
- No matter what they may sell you, it's a CRM best used with small sales teams. It's not for account management or companies that expect anyone without an engineering degree to figure out how to analyze the data inside of it.

Alexander E.
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
5

4
Reviewed on 18/10/2019

Close is great for startup sales but lacks some simple features

Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.

Pros

I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.

Cons

I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.

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