What users are saying about
38 Ratings
38 Ratings
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Score 8.3 out of 100
1 Rating
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Score 5 out of 100

Feature Set Ratings

    Sales Force Automation

    8.9

    Close

    89%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 8/8 features

    Customer data management / contact management

    8.3
    83%
    8 Ratings
    N/A
    0 Ratings

    Workflow management

    7.9
    79%
    8 Ratings
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    9.4
    94%
    6 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.4
    94%
    8 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    8.2
    82%
    8 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.7

    Close

    87%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Case management

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    8.0
    80%
    5 Ratings
    N/A
    0 Ratings

    Help desk management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    9.1

    Close

    91%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Lead management

    8.8
    88%
    6 Ratings
    N/A
    0 Ratings

    Email marketing

    9.5
    95%
    5 Ratings
    N/A
    0 Ratings

    CRM Project Management

    8.1

    Close

    81%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Task management

    8.1
    81%
    5 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Reporting

    6.3
    63%
    5 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.0

    Close

    80%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Forecasting

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Customizable reports

    5.5
    55%
    4 Ratings
    N/A
    0 Ratings

    Customization

    8.5

    Close

    85%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    9.2
    92%
    7 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    6.8
    68%
    7 Ratings
    N/A
    0 Ratings

    Security

    8.2

    Close

    82%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.4
    84%
    6 Ratings
    N/A
    0 Ratings

    Social CRM

    10.0

    Close

    100%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Social data

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Close

    70%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Marketing automation

    7.0
    70%
    4 Ratings
    N/A
    0 Ratings

    Platform

    10.0

    Close

    100%

    DidTheyReadIt

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Close is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    9.4

    Close

    94%
    8 Ratings
    5.0

    DidTheyReadIt

    50%
    1 Rating

    Usability

    8.8

    Close

    88%
    3 Ratings

    DidTheyReadIt

    N/A
    0 Ratings

    Support Rating

    9.2

    Close

    92%
    3 Ratings

    DidTheyReadIt

    N/A
    0 Ratings

    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.
    Read full review

    DidTheyReadIt.com, Ltd.

    It does its job but there are better looking and easier to use tools to do it.
    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.
    Read full review

    DidTheyReadIt.com, Ltd.

    • Tracks opens well
    • Timely
    • Accurate
    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.
    Read full review

    DidTheyReadIt.com, Ltd.

    • Not the best looking UI
    • Looks old
    • Manual process where many competitors do this automatically.
    Read full review

    Pricing Details

    Close

    Starting Price

    $29 per user, monthly

    Editions & Modules

    Close editions and modules pricing
    EditionModules
    Starter291
    Basic692
    Professional993
    Business1494

    Footnotes

    1. per user, monthly
    2. per user, monthly
    3. per user, monthly
    4. per user, monthly

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    15% discount on annual pricing in addition to the month-to-month prices listed here.

    DidTheyReadIt

    Starting Price

    Editions & Modules

    DidTheyReadIt editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      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.
      Read full review

      DidTheyReadIt.com, Ltd.

      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.
      Read full review

      DidTheyReadIt.com, Ltd.

      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.
      Read full review

      DidTheyReadIt.com, Ltd.

      Outreach does a very good job and looks better, SalesLoft tracks more accurately and is easier to use.
      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.
      Read full review

      DidTheyReadIt.com, Ltd.

      • 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.
      Read full review

      Screenshots

      Add comparison