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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

    Microsoft Advertising

    Score7.7 out of 10
    N/AMicrosoft Advertising (formerly Bing Ads) contains Microsoft's advertising solutions. Advertising formats include search (Microsoft Search ads), Display and Native ads, Retail Media, and Video and Connected TV (CTV) ads. Services include Performance Max, the company's conversion optimization AI assistant and guide.N/A
    Pricing
    Close CRMMicrosoft Advertising
    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 CRMMicrosoft Advertising
    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 CRMMicrosoft Advertising
    Considered Both Products
    Close
    No answer on this topic
    Microsoft
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    68%
    Would buy again
    21 Answers
    Delivers good value for the price
    No answers on this topic
    70%
    Delivers good value for the price
    21 Answers
    Happy with the feature set
    No answers on this topic
    65%
    Happy with the feature set
    20 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    59%
    Lived up to sales and marketing promises
    17 Answers
    Implementation went as expected
    No answers on this topic
    67%
    Implementation went as expected
    20 Answers
    Features
    Close CRMMicrosoft Advertising
    Sales Force Automation
    Comparison of Sales Force Automation features of Close CRM and Microsoft Advertising
    Feature
    Close CRM
    8.9
    8 Ratings
    13% above category average
    Microsoft Advertising
    -
    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 Microsoft Advertising
    Feature
    Close CRM
    8.5
    6 Ratings
    10% above category average
    Microsoft Advertising
    -
    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 Microsoft Advertising
    Feature
    Close CRM
    9.0
    6 Ratings
    15% above category average
    Microsoft Advertising
    -
    Ratings
    Lead management8.76 Ratings00 Ratings
    Email marketing9.35 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Close CRM and Microsoft Advertising
    Feature
    Close CRM
    7.9
    6 Ratings
    3% above category average
    Microsoft Advertising
    -
    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 Microsoft Advertising
    Feature
    Close CRM
    7.5
    6 Ratings
    2% below category average
    Microsoft Advertising
    -
    Ratings
    Forecasting10.01 Ratings00 Ratings
    Pipeline visualization8.06 Ratings00 Ratings
    Customizable reports4.44 Ratings00 Ratings
    Customization
    Comparison of Customization features of Close CRM and Microsoft Advertising
    Feature
    Close CRM
    8.6
    8 Ratings
    12% above category average
    Microsoft Advertising
    -
    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 Microsoft Advertising
    Feature
    Close CRM
    8.0
    8 Ratings
    5% below category average
    Microsoft Advertising
    -
    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 Microsoft Advertising
    Feature
    Close CRM
    10.0
    1 Ratings
    28% above category average
    Microsoft Advertising
    -
    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 Microsoft Advertising
    Feature
    Close CRM
    6.4
    4 Ratings
    16% below category average
    Microsoft Advertising
    -
    Ratings
    Marketing automation6.44 Ratings00 Ratings
    Platform
    Comparison of Platform features of Close CRM and Microsoft Advertising
    Feature
    Close CRM
    10.0
    1 Ratings
    27% above category average
    Microsoft Advertising
    -
    Ratings
    Mobile access10.01 Ratings00 Ratings
    Ad Campaigns
    Comparison of Ad Campaigns features of Close CRM and Microsoft Advertising
    Feature
    Close CRM
    -
    Ratings
    Microsoft Advertising
    6.5
    6 Ratings
    0% above category average
    Ad campaign creation00 Ratings8.06 Ratings
    Ad deployment00 Ratings8.36 Ratings
    Display advertising00 Ratings6.46 Ratings
    Ad display and retargeting segmentation00 Ratings6.46 Ratings
    Sequence targeting00 Ratings5.95 Ratings
    Contextual advertising00 Ratings5.56 Ratings
    Social advertising00 Ratings4.95 Ratings
    Ad Reporting & Analytics
    Comparison of Ad Reporting & Analytics features of Close CRM and Microsoft Advertising
    Feature
    Close CRM
    -
    Ratings
    Microsoft Advertising
    6.6
    8 Ratings
    4% below category average
    Ad dashboards00 Ratings6.28 Ratings
    Ad performance reports00 Ratings6.87 Ratings
    Ad conversion tracking00 Ratings7.36 Ratings
    Ad attribution reporting00 Ratings7.06 Ratings
    Ad forecasting and optimization00 Ratings5.85 Ratings
    Ad Auctions
    Comparison of Ad Auctions features of Close CRM and Microsoft Advertising
    Feature
    Close CRM
    -
    Ratings
    Microsoft Advertising
    7.3
    7 Ratings
    14% below category average
    Ad bidding00 Ratings7.37 Ratings
    Best Alternatives
    Close CRMMicrosoft Advertising
    Small Businesses
    Salesflare
    Score10 out of 10
    WordStream
    Score6.9 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    WordStream
    Score6.9 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Close CRMMicrosoft Advertising
    Likelihood to Recommend
    9.3
    (8 ratings)
    7.4
    (70 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (2 ratings)
    Usability
    8.7
    (3 ratings)
    7.9
    (4 ratings)
    Support Rating
    9.3
    (3 ratings)
    9.1
    (11 ratings)
    Implementation Rating
    -
    (0 ratings)
    7.0
    (1 ratings)
    User Testimonials
    Close CRMMicrosoft Advertising
    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
    Microsoft
    Despite using our account for advertising with every other social media company, Microsoft flagged ours as fraudulent. After dealing with them for weeks, we finally got to a manager, who said that they didn’t know anything, couldn’t provide any information, and was unable to do anything about it. It seems odd, but it would flagger account every time we try to upload the campaigns from Google directly into their ad manager. I would suggest if you try and use their platform, don’t tell them you’re using Google cause they seem to have a thing against it. Once your account is flagged, they have no reasonable way of resolving it, nor they are able to offer any support. You’re better off to just try a different way. Ultimately, just don’t use Microsoft advertising if you can possibly avoid it. Hopefully soon DuckDuckGo will have their own advertising platform and we can eliminate Microsoft given the terrible time we have working with this one of many, social media platforms.
    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
    Microsoft
    • Familiar interface, offers editor for bulk changes, adding negative keywords is much easier than in Google Ads
    • Nice reporting tools within the interface, detailed reports can be made fairly easily
    • Had very nice tools to help import/export ads directly from Google Ads, which saves a ton of time
    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
    Microsoft
    • Bing's ad platform could definitely use some improvements - it hasn't been updated in a long time, and it feels very outdated.
    • We feel that the optimization algorithms don't always perform as well for Bing Ads as they do in Google Ads (optimize for conversions, etc.).
    • It would be great to have even more integrations with LinkedIn audience targeting offered - right now, you can just make some bid optimizations in a couple of areas; we'd really like to get more robust options there, and maybe even things like cross-platform tracking.
    Incentivized
    Read full review
    Likelihood to Renew
    Close
    No answers on this topic
    Microsoft
    We have had good success with it over all of our clients. We continually recommend bing to reach "the rest of the searchers".
    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
    Microsoft
    It's very easy to use overall. It has an import from Google Ads to make things simpler. Overall, I would say you can get up and running very quickly. It's similar to other platforms, so if you have used them, it's intuitive.
    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
    Microsoft
    Our Bing Ads reps are very good and attentive. They've offered good recommendations and are quick to resolve unexpected issues and problems. Occasionally they have roped in technical support folks that have been friendly and helpful too. The general helpline for Bing Ads is also very good, especially when compared to Google's customer support.
    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
    Microsoft
    Obviously Google is a huge competitor. Typically Google is top of the game for many advertising solutions including search. Microsoft ads has a lower scale and reach compared to Google. However, Microsoft ads audience does not overlap much with Googles, providing incremental reach. Although Microsoft ads lags a bit behind in adapting the new updates that Google comes out with, their customer service is very good and they are likely to go out of their way to adapt their platform to your needs whereas their competitor does not
    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
    Microsoft
    • We've had a very hard time spending our budgets on Bing which has caused us a lot of extra work on our end. We've essentially had to move that money back to Google or other platforms.
    • It does have an easy import from Google so you're not doubling efforts.
    • The CPCs tend to be less expensive than Google - which is always good for business owners.
    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.