What users are saying about
24 Ratings
24 Ratings
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Score 8.6 out of 100
1 Rating
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Score 5 out of 100

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker | TrustRadius Reviewer

DidTheyReadIt

It does its job but there are better looking and easier to use tools to do it.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.6
DidTheyReadIt
Customer data management / contact management
Close
7.9
DidTheyReadIt
Workflow management
Close
8.2
DidTheyReadIt
Territory management
Close
8.0
DidTheyReadIt
Opportunity management
Close
8.4
DidTheyReadIt
Integration with email client (e.g., Outlook or Gmail)
Close
9.0
DidTheyReadIt
Contract management
Close
10.0
DidTheyReadIt
Interaction tracking
Close
7.6
DidTheyReadIt
Channel / partner relationship management
Close
9.7
DidTheyReadIt

Customer Service & Support

Close
9.2
DidTheyReadIt
Case management
Close
8.0
DidTheyReadIt
Call center management
Close
9.7
DidTheyReadIt
Help desk management
Close
10.0
DidTheyReadIt

Marketing Automation

Close
8.9
DidTheyReadIt
Lead management
Close
7.8
DidTheyReadIt
Email marketing
Close
10.0
DidTheyReadIt

CRM Project Management

Close
7.4
DidTheyReadIt
Task management
Close
5.5
DidTheyReadIt
Billing and invoicing management
Close
10.0
DidTheyReadIt
Reporting
Close
6.8
DidTheyReadIt

CRM Reporting & Analytics

Close
9.3
DidTheyReadIt
Forecasting
Close
10.0
DidTheyReadIt
Pipeline visualization
Close
8.0
DidTheyReadIt
Customizable reports
Close
10.0
DidTheyReadIt

Customization

Close
8.0
DidTheyReadIt
Custom fields
Close
8.0
DidTheyReadIt
Custom objects
Close
10.0
DidTheyReadIt
Scripting environment
Close
8.0
DidTheyReadIt
API for custom integration
Close
6.0
DidTheyReadIt

Security

Close
7.8
DidTheyReadIt
Single sign-on capability
Close
8.0
DidTheyReadIt
Role-based user permissions
Close
7.5
DidTheyReadIt

Social CRM

Close
10.0
DidTheyReadIt
Social data
Close
10.0
DidTheyReadIt
Social engagement
Close
10.0
DidTheyReadIt

Integrations with 3rd-party Software

Close
7.0
DidTheyReadIt
Marketing automation
Close
7.0
DidTheyReadIt

Platform

Close
10.0
DidTheyReadIt
Mobile access
Close
10.0
DidTheyReadIt

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto | TrustRadius Reviewer

DidTheyReadIt

  • Tracks opens well
  • Timely
  • Accurate
Anonymous | TrustRadius Reviewer

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty | TrustRadius Reviewer

DidTheyReadIt

  • Not the best looking UI
  • Looks old
  • Manual process where many competitors do this automatically.
Anonymous | TrustRadius Reviewer

Usability

Close

Close 7.0
Based on 1 answer
Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
Anonymous | TrustRadius Reviewer

DidTheyReadIt

No score
No answers yet
No answers on this topic

Support Rating

Close

Close 7.0
Based on 1 answer
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.
Anonymous | TrustRadius Reviewer

DidTheyReadIt

No score
No answers yet
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.
Jason Vance | TrustRadius Reviewer

DidTheyReadIt

Outreach does a very good job and looks better, SalesLoft tracks more accurately and is easier to use.
Anonymous | TrustRadius Reviewer

Return on Investment

Close

  • Has allowed us to have full visibility into our pipeline
  • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
Erik Zahnlecker | TrustRadius Reviewer

DidTheyReadIt

  • Allowed me to know if emails were being received.
  • Allowed me to know if email addresses were valid.
  • Forced me to CC their program on every email I wanted tracked.
  • Prevented the receiver of the email from knowing the email was being tracked.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Close Editions & Modules

Edition
Starter$291
Basic$691
Professional$991
Business$1491
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.

DidTheyReadIt

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

DidTheyReadIt Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
DidTheyReadIt
5.0

Usability

Close
7.0
DidTheyReadIt

Support Rating

Close
7.0
DidTheyReadIt

Add comparison