What users are saying about
1 Ratings
18 Ratings
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9 out of 100
18 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 out of 100

Likelihood to Recommend

17hats

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Marli Espinales | TrustRadius Reviewer

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Close
9.0
Customer data management / contact management
17hats
9.0
Close
8.3
Workflow management
17hats
9.0
Close
8.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Close
9.3
Contract management
17hats
10.0
Close
10.0
Quote & order management
17hats
10.0
Close
Interaction tracking
17hats
8.0
Close
9.3
Territory management
17hats
Close
8.0
Opportunity management
17hats
Close
9.3
Channel / partner relationship management
17hats
Close
9.6

Customer Service & Support

17hats
8.0
Close
9.4
Case management
17hats
8.0
Close
8.7
Call center management
17hats
Close
9.6
Help desk management
17hats
Close
10.0

Marketing Automation

17hats
8.0
Close
10.0
Lead management
17hats
8.0
Close
10.0
Email marketing
17hats
Close
10.0

CRM Project Management

17hats
9.5
Close
9.4
Task management
17hats
9.0
Close
8.1
Billing and invoicing management
17hats
10.0
Close
10.0
Reporting
17hats
Close
10.0

Customization

17hats
8.0
Close
9.3
Custom fields
17hats
8.0
Close
9.3
Custom objects
17hats
Close
10.0
Scripting environment
17hats
Close
8.7
API for custom integration
17hats
Close
9.3

Security

17hats
9.5
Close
8.9
Single sign-on capability
17hats
10.0
Close
8.7
Role-based user permissions
17hats
9.0
Close
9.1

Integrations with 3rd-party Software

17hats
8.0
Close
9.0
Marketing automation
17hats
8.0
Close
9.0

Platform

17hats
8.0
Close
10.0
Mobile access
17hats
8.0
Close
10.0

CRM Reporting & Analytics

17hats
Close
10.0
Forecasting
17hats
Close
10.0
Pipeline visualization
17hats
Close
10.0
Customizable reports
17hats
Close
10.0

Social CRM

17hats
Close
10.0
Social data
17hats
Close
10.0
Social engagement
17hats
Close
10.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Close

  • Organize all contacts with potential leads.
  • Bulk email to simplify communication process.
Anonymous | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Close

  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
Joe Gatto | TrustRadius Reviewer

Support Rating

17hats

17hats 8.0
Based on 1 answer
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Close

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Close

Close.io strikes an important balance between power (features / functionality) and simplicity, making it an enjoyable and powerful platform to use. It's also priced favorably to Salesforce
Erik Zahnlecker | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Close

  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
Ryan McCarty | TrustRadius Reviewer

Screenshots

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Additional Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Close Editions & Modules

Edition
Starter$351
Basic$651
Professional$951
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Rating Summary

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