Close CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Close CRM	Score 8.9 out of 10	N/A	Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.	$19 per month includes 1 user

Pricing

Close CRM

Editions & Modules

Solo: $9
per month (paid annually) per user
Essentials: $35
per month (paid annually) per user
Growth: $99
per month (paid annually) per user
Scale: $139
per month (paid annually) per user

Offerings

Pricing Offerings
Close CRM
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Entry-level Setup Fee

Optional

Additional Details

The pricing listed here reflects up to a 35% discount for paying annually. Monthly billing is available at of $19 per user for the Solo plan (only 1 user allowed), $49 per user for the Essentials plan, $109 per user for the Growth plan, and $149 per user for the Scale plan.

More Pricing Information

Community Pulse
	Close CRM
Considered Both Products	Close CRM Verified User Analyst Chose Close CRM For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of … Incentivized Helpful? Jason Janes Web Design & SEO Consultant Chose Close CRM All the same features and more in a much better user experience. Lots of integrations of Salesforce require a dedicated employee just to manage Salesforce and make changes. Close just works out of the box and is easy to change and customize. Incentivized Helpful? Verified User Partner Chose Close CRM I have not used any alternatives. This was selected based on ease of use, necessary functionality to address our needs, and affordability. Incentivized Helpful? Verified User Team Lead Chose Close CRM Salesforce was actually a good platform but it was a bit expensive for an organization that is in a growing stage. Close is relatively cheaper and has almost the same functionality as Salesforce. We've also tried a few other platforms, but nothing has been very beneficial or as … Incentivized Helpful? Jason Vance Owner Chose Close CRM Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable … Incentivized Helpful? Joe Gatto VP of Marketing & International Business Development Chose Close CRM Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature. Incentivized Helpful? Erik Zahnlecker Co-Founder, Head of Product Chose Close CRM 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. Incentivized Helpful?

Features

Close CRM

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	Close CRM 8.9 8 Ratings 13% above category average
Customer data management / contact management	8.08 Ratings
Workflow management	7.78 Ratings
Territory management	8.01 Ratings
Opportunity management	10.06 Ratings
Integration with email client (e.g., Outlook or Gmail)	9.38 Ratings
Contract management	10.01 Ratings
Interaction tracking	8.38 Ratings
Channel / partner relationship management	9.73 Ratings

Customer Service & Support

Comparison of Customer Service & Support features of Product A and Product B
	Close CRM 8.5 6 Ratings 11% above category average
Case management	8.03 Ratings
Call center management	7.45 Ratings
Help desk management	10.02 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	Close CRM 9.0 6 Ratings 15% above category average
Lead management	8.76 Ratings
Email marketing	9.35 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	Close CRM 7.9 6 Ratings 3% above category average
Task management	8.35 Ratings
Billing and invoicing management	10.01 Ratings
Reporting	5.45 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	Close CRM 7.5 6 Ratings 1% below category average
Forecasting	10.01 Ratings
Pipeline visualization	8.06 Ratings
Customizable reports	4.44 Ratings

Customization

Comparison of Customization features of Product A and Product B
	Close CRM 8.6 8 Ratings 12% above category average
Custom fields	10.07 Ratings
Custom objects	10.02 Ratings
Scripting environment	8.03 Ratings
API for custom integration	6.47 Ratings

Security

Comparison of Security features of Product A and Product B
	Close CRM 8.0 8 Ratings 4% below category average
Single sign-on capability	8.03 Ratings
Role-based user permissions	8.06 Ratings

Social CRM

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	Close CRM 6.4 4 Ratings 15% below category average
Marketing automation	6.44 Ratings

Platform

Comparison of Platform features of Product A and Product B
	Close CRM 10.0 1 Ratings 28% above category average
Mobile access	10.01 Ratings

Best Alternatives
	Close CRM
Small Businesses	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives

User Ratings
	Close CRM
Likelihood to Recommend	9.3 (8 ratings)
Usability	8.7 (3 ratings)
Support Rating	9.3 (3 ratings)

User Testimonials
	Close CRM
Likelihood to Recommend	Close Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area. Incentivized Verified User Anonymous Read full review
Pros	Close Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually. Email sync. Syncs in real time with your email account, which is huge. Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time. Incentivized Erik Zahnlecker Co-Founder, Head of Product Read full review
Cons	Close Make it so one can set the time at which the emails go out. Make it easier to set up my workflow. Incentivized Joe Gatto VP of Marketing & International Business Development Read full review
Usability	Close It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing. Incentivized Jason Janes Web Design & SEO Consultant Read full review
Support Rating	Close I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email. Incentivized Verified User Anonymous Read full review
Alternatives Considered	Close Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work. Incentivized Jason Vance Owner Read full review
Return on Investment	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. Incentivized Ryan McCarty Sales Development Representative Read full review
ScreenShots	Close CRM Screenshots