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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Close CRM

    Score7.9 out of 10
    N/AClose.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.

    $19

    per month includes 1 user

    DiscoverOrg (discontinued)

    Score5 out of 10
    N/ACapabilities of the former DiscoverOrg product are now supplied by ZoomInfo, since the merger of DiscoverOrg and ZoomInfo into a single brand in 2019.N/A
    Pricing
    Close CRMDiscoverOrg (discontinued)
    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
    No answers on this topic
    Offerings
    Pricing Offerings
    Close CRMDiscoverOrg (discontinued)
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsThe 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 CRMDiscoverOrg (discontinued)
    Considered Both Products
    Close
    No answer on this topic
    Discontinued Products
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    80%
    Would buy again
    8 Answers
    Delivers good value for the price
    No answers on this topic
    63%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    No answers on this topic
    90%
    Happy with the feature set
    9 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    89%
    Lived up to sales and marketing promises
    8 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    8 Answers
    Features
    Close CRMDiscoverOrg (discontinued)
    Sales Force Automation
    Comparison of Sales Force Automation features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    8.9
    8 Ratings
    13% above category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Customer data management / contact management8.08 Ratings00 Ratings
    Workflow management7.78 Ratings00 Ratings
    Territory management8.01 Ratings00 Ratings
    Opportunity management10.06 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.38 Ratings00 Ratings
    Contract management10.01 Ratings00 Ratings
    Interaction tracking8.38 Ratings00 Ratings
    Channel / partner relationship management9.73 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    8.5
    6 Ratings
    10% above category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Case management8.03 Ratings00 Ratings
    Call center management7.45 Ratings00 Ratings
    Help desk management10.02 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    9.0
    6 Ratings
    15% above category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Lead management8.76 Ratings00 Ratings
    Email marketing9.35 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    7.9
    6 Ratings
    3% above category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Task management8.35 Ratings00 Ratings
    Billing and invoicing management10.01 Ratings00 Ratings
    Reporting5.45 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    7.5
    6 Ratings
    2% below category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Forecasting10.01 Ratings00 Ratings
    Pipeline visualization8.06 Ratings00 Ratings
    Customizable reports4.44 Ratings00 Ratings
    Customization
    Comparison of Customization features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    8.6
    8 Ratings
    12% above category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Custom fields10.07 Ratings00 Ratings
    Custom objects10.02 Ratings00 Ratings
    Scripting environment8.03 Ratings00 Ratings
    API for custom integration6.47 Ratings00 Ratings
    Security
    Comparison of Security features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    8.0
    8 Ratings
    5% below category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Single sign-on capability8.03 Ratings00 Ratings
    Role-based user permissions8.06 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    10.0
    1 Ratings
    28% above category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Social data10.01 Ratings00 Ratings
    Social engagement10.01 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    6.4
    4 Ratings
    16% below category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Marketing automation6.44 Ratings00 Ratings
    Platform
    Comparison of Platform features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    10.0
    1 Ratings
    27% above category average
    DiscoverOrg (discontinued)
    -
    Ratings
    Mobile access10.01 Ratings00 Ratings
    Prospecting
    Comparison of Prospecting features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    -
    Ratings
    DiscoverOrg (discontinued)
    8.1
    104 Ratings
    5% above category average
    Advanced search00 Ratings8.6104 Ratings
    Identification of new leads00 Ratings8.4101 Ratings
    List quality00 Ratings7.6104 Ratings
    List upload/download00 Ratings8.498 Ratings
    Ideal customer targeting00 Ratings7.3100 Ratings
    Load time/data access00 Ratings8.5103 Ratings
    Sales Intelligence Data Standards
    Comparison of Sales Intelligence Data Standards features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    -
    Ratings
    DiscoverOrg (discontinued)
    8.1
    103 Ratings
    4% above category average
    Contact information00 Ratings8.6103 Ratings
    Company information00 Ratings8.0103 Ratings
    Industry information00 Ratings7.7101 Ratings
    Data Augmentation & Lead Qualification
    Comparison of Data Augmentation & Lead Qualification features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    -
    Ratings
    DiscoverOrg (discontinued)
    7.8
    104 Ratings
    5% above category average
    Lead qualification process00 Ratings6.481 Ratings
    Smart lists and recommendations00 Ratings7.085 Ratings
    Salesforce integration00 Ratings8.989 Ratings
    Company/business profiles00 Ratings7.8101 Ratings
    Alerts and reminders00 Ratings7.787 Ratings
    Data hygiene00 Ratings7.899 Ratings
    Automatic data refresh00 Ratings8.188 Ratings
    Tags00 Ratings7.876 Ratings
    Filters and segmentation00 Ratings8.493 Ratings
    Sales Intelligence Email Features
    Comparison of Sales Intelligence Email Features features of Close CRM and DiscoverOrg (discontinued)
    Feature
    Close CRM
    -
    Ratings
    DiscoverOrg (discontinued)
    5.0
    42 Ratings
    39% below category average
    Sales email templates00 Ratings5.038 Ratings
    Append emails to records00 Ratings5.041 Ratings
    Best Alternatives
    Close CRMDiscoverOrg (discontinued)
    Small Businesses
    Salesflare
    Score10 out of 10
    Owler
    Score9.7 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Clay
    Score9.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    LinkedIn Sales Navigator for Gmail (discontinued)
    Score8.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Close CRMDiscoverOrg (discontinued)
    Likelihood to Recommend
    9.3
    (8 ratings)
    8.0
    (106 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    7.0
    (2 ratings)
    Usability
    8.7
    (3 ratings)
    9.0
    (1 ratings)
    Support Rating
    9.3
    (3 ratings)
    9.0
    (1 ratings)
    User Testimonials
    Close CRMDiscoverOrg (discontinued)
    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
    Read full review
    Discontinued Products
    Uses [of DiscoverOrg] include searching for prospects in accounts. Getting all of the relevant contact information in one place. Using the export button saves time by allowing you to select one or more leads to import into CRM. Sophisticated search allows for you to build lists, and export as above. Good support with various experts available to help you get started and get better at using it.
    Incentivized
    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
    Read full review
    Discontinued Products
    • Prospecting Lists/Lead Gen - Discover Org does this very well because of it's ability to provide current information (email/phone) on an individual at a company. It's easy to segment & drill down by categories - to find the right targets to reach out to.
    • Insights - DiscoverOrg is great at providing insights or "scopes" on prospects as well. Meaning it will show who is handling what project (Decision-Maker) and what projects they are particularly interested in at the moment/what initiatives. For example, the scopes may show that they are interested in AI initiatives or a Merger & Acquisition or Digital Transformation & will say who is in charge of the initiative.
    • Stellar filtering capabilities - you can filter lists in so many ways. You can go by function, or even look at companies with small marketing teams (let's say less than 10), or you can search for companies with an "x" amount of $ budget for IT spend. Or even companies that use a specific HR workplace management system.
    Incentivized
    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
    Read full review
    Discontinued Products
    • Speed - it can be quite slow at times.
    • Improvement on the search capabilities - since there is so much to search (which is a plus) it makes it harder to do this in a timely manner. You have to dedicate a certain amount of time to be able to pull a proper, useful and clean list.
    • Make it more user friendly - there are so many different tabs, search buttons, pull down, etc. I think it can be quite confusing to a new user.
    Incentivized
    Read full review
    Likelihood to Renew
    Close
    No answers on this topic
    Discontinued Products
    The tool is simply better than most other lead/company data repositories, and they are dedicated to keeping their data clean, even if they are far from accomplishing this task at present. The tool works, and it is relatively easy to use. Overall, DiscoverOrg provides the level of lead/contact, customer, and even industry level data the sales orgs have come to expect from this sort of tool in a format that is fairly easy to use. They do also provide support for sales teams looking to use the tool effectively, which is great!
    Incentivized
    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
    Read full review
    Discontinued Products
    Straight forward
    Incentivized
    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
    Read full review
    Discontinued Products
    Great customer service and support team.
    Incentivized
    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
    Read full review
    Discontinued Products
    ZoomInfo acquired DiscoverOrg and I believe legacy DiscoverOrg will phase out in the near future. ZoomInfo is 100x better than DiscoverOrg and are very pleased with it's functionality and easy of use. We only selected DiscoverOrg because we were on an auto-renewal contract and did not unsubscribe in time. We did not plan to renew DiscoverOrg. But since then we have been upgraded to ZoomInfo and are finding much more value in that platform than we did in DiscoverOrg.
    Incentivized
    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
    Read full review
    Discontinued Products
    • After using DiscoverOrg, our lead are now well qualified and suitable. We are able to generate good and qualified. This is the positive impact.
    • After using DiscoverOrg, our sales team is now able to cold call the target contacts, the number provided by DiscoverOrg, the interaction held is now increased and we are able to produce good leads.
    • After using DiscoverOrg, we are able to understand better because of their reports and dashboards which is very informative.
    Incentivized
    Read full review
    ScreenShots

    Close CRM Screenshots

    Screenshot of Close's Inbox, which keeps sales team's emails, calls, and follow-ups in one unified view, so nothing slips through the cracks and every lead gets the attention it deserves.Screenshot of Close's Sales Pipeline, which offers a visual overview of every deal in progress, so your team can track opportunities, forecast revenue, and stay focused on moving deals forward.Screenshot of Close's Predictive Dialer. This automatically connects sales reps to live answers back-to-back, eliminating manual dialing and maximizing talk time to reach more prospects in less time.Screenshot of Close's Lead Profiles, which gives team a complete, centralized view of every contact, communication, and activity.Screenshot of Close's Smart Views, which prioritize leads with dynamic, customizable filters that keep sales teams focused.Screenshot of Close's Workflows, which automate repetitive sales tasks and follow-up sequences.

    DiscoverOrg (discontinued) Screenshots

    Screenshot of Customizable Dashboard with WidgetsScreenshot of Continuous Data RefreshScreenshot of Arial ViewScreenshot of Technology Stack InsightScreenshot of Buying TriggersScreenshot of Org Charts with direct dials, email addresses, and reporting hierarchy.