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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Close CRM

    Score8 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

    Sentia+

    N/AN/ASentia operates as an Assistant, an Analyst & a Coach for each team advising them exactly what they need to do every day and in what order to it. Sentia connects to a current CRM and is configured for the user's business' processes. With a simple card-based user interface, Sentia then surfaces actionable insights while automating all of the day to day repetitive tasks with the goal of totally eliminating unnecessary data entry. Sentia aims to replace the typical, tired CRM with clean, modern…

    $99

    per month per user

    Pricing
    Close CRMSentia+
    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
    Sentia+
    $99
    per month per seat
    DSO
    $150
    per month per seat
    DIO
    $250,000
    per year per seat
    Offerings
    Pricing Offerings
    Close CRMSentia+
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    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.Sentia Pricing Overview Sentia+ is offered as a subscription, with pricing based on the number of users, connected applications, AI capabilities, workflow volume, storage, transcription usage, and automation requirements. Individual, team, and enterprise packages are available, with optional onboarding and configuration services. DSO – Digital Sales Officer is priced according to team size, CRM environment, integrations, configuration, and sales workflows. Pricing typically includes implementation and an ongoing per-user or team subscription. Enterprise deployments are provided by custom quote. DIO – Digital Intelligence Officer uses customized enterprise pricing. Costs are determined by whether the organization requires DIO Analyst or the more autonomous DIO Executive, along with the number of users, connected systems, data volume, workflows, security requirements, and implementation scope. Pricing generally includes an initial setup fee and ongoing subscription.
    More Pricing Information
    Features
    Close CRMSentia+
    Sales Force Automation
    Comparison of Sales Force Automation features of Close CRM and Sentia+
    Feature
    Close CRM
    8.9
    8 Ratings
    13% above category average
    Sentia+
    -
    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 Sentia+
    Feature
    Close CRM
    8.5
    6 Ratings
    10% above category average
    Sentia+
    -
    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 Sentia+
    Feature
    Close CRM
    9.0
    6 Ratings
    15% above category average
    Sentia+
    -
    Ratings
    Lead management8.76 Ratings00 Ratings
    Email marketing9.35 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Close CRM and Sentia+
    Feature
    Close CRM
    7.9
    6 Ratings
    3% above category average
    Sentia+
    -
    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 Sentia+
    Feature
    Close CRM
    7.5
    6 Ratings
    2% below category average
    Sentia+
    -
    Ratings
    Forecasting10.01 Ratings00 Ratings
    Pipeline visualization8.06 Ratings00 Ratings
    Customizable reports4.44 Ratings00 Ratings
    Customization
    Comparison of Customization features of Close CRM and Sentia+
    Feature
    Close CRM
    8.6
    8 Ratings
    12% above category average
    Sentia+
    -
    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 Sentia+
    Feature
    Close CRM
    8.0
    8 Ratings
    5% below category average
    Sentia+
    -
    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 Sentia+
    Feature
    Close CRM
    10.0
    1 Ratings
    28% above category average
    Sentia+
    -
    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 Sentia+
    Feature
    Close CRM
    6.4
    4 Ratings
    16% below category average
    Sentia+
    -
    Ratings
    Marketing automation6.44 Ratings00 Ratings
    Platform
    Comparison of Platform features of Close CRM and Sentia+
    Feature
    Close CRM
    10.0
    1 Ratings
    27% above category average
    Sentia+
    -
    Ratings
    Mobile access10.01 Ratings00 Ratings
    Best Alternatives
    Close CRMSentia+
    Small Businesses
    Salesflare
    Score10 out of 10
    No answers on this topic
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Piper the AI SDR by Qualified
    Score8.9 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Conversica
    Score4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Close CRMSentia+
    Likelihood to Recommend
    9.3
    (8 ratings)
    -
    (0 ratings)
    Usability
    8.7
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    9.3
    (3 ratings)
    -
    (0 ratings)
    User Testimonials
    Close CRMSentia+
    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
    Sentia AI
    No answers on this topic
    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
    Sentia AI
    No answers on this topic
    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
    Sentia AI
    No answers on this topic
    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
    Sentia AI
    No answers on this topic
    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
    Sentia AI
    No answers on this topic
    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
    Sentia AI
    No answers on this topic
    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
    Sentia AI
    No answers on this topic
    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.