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
Verified User
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Web Design & SEO Consultant in Information Technology at Bright Advice (Management Consulting, 1-10 employees)
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Owner in Marketing at Red Mill Creative Inc. (Marketing & Advertising, 1-10 employees)
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 …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Verified User
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
VP of Marketing & International Business Development in Sales at ePaymints (Financial Services, 1-10 employees)
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Co-Founder, Head of Product in Sales at Allocate.ai (Computer Software, 1-10 employees)
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Key User Insights
Would buy again
No answers on this topic
Delivers good value for the price
No answers on this topic
Happy with the feature set
No answers on this topic
Lived up to sales and marketing promises
No answers on this topic
Implementation went as expected
No answers on this topic
Features
Close CRM
Sales Force Automation
Comparison of Sales Force Automation features of Close CRM
Feature
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 Close CRM
Feature
Close CRM
8.5
6 Ratings
10% 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 Close CRM
Feature
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 Close CRM
Feature
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 Close CRM
Feature
Close CRM
7.5
6 Ratings
2% below category average
Forecasting
10.01 Ratings
Pipeline visualization
8.06 Ratings
Customizable reports
4.44 Ratings
Customization
Comparison of Customization features of Close CRM
Feature
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 Close CRM
Feature
Close CRM
8.0
8 Ratings
5% below category average
Single sign-on capability
8.03 Ratings
Role-based user permissions
8.06 Ratings
Social CRM
Comparison of Social CRM features of Close CRM
Feature
Close CRM
10.0
1 Ratings
28% above category average
Social data
10.01 Ratings
Social engagement
10.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Close CRM
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
