What users are saying about
38 Ratings
38 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100
12 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 6.9 out of 100

Feature Set Ratings

  • Close ranks higher in 9 feature sets: Sales Force Automation, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform
  • Close and LexisNexis InterAction are tied in 1 feature set: Customer Service & Support

Sales Force Automation

8.9

Close

89%
5.1

LexisNexis InterAction

51%
Close ranks higher in 8/8 features

Customer data management / contact management

8.3
83%
8 Ratings
8.0
80%
1 Rating

Workflow management

7.9
79%
8 Ratings
3.0
30%
1 Rating

Territory management

8.0
80%
1 Rating
3.0
30%
1 Rating

Opportunity management

9.4
94%
6 Ratings
5.0
50%
1 Rating

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

9.4
94%
8 Ratings
8.0
80%
1 Rating

Contract management

10.0
100%
1 Rating
N/A
0 Ratings

Interaction tracking

8.2
82%
8 Ratings
3.0
30%
1 Rating

Channel / partner relationship management

9.7
97%
3 Ratings
6.0
60%
1 Rating

Customer Service & Support

8.7

Close

87%
8.7

LexisNexis InterAction

87%
Close ranks higher in 2/3 features

Case management

8.0
80%
3 Ratings
8.0
80%
1 Rating

Call center management

8.0
80%
5 Ratings
9.0
90%
1 Rating

Help desk management

10.0
100%
2 Ratings
9.0
90%
1 Rating

Marketing Automation

9.1

Close

91%
8.0

LexisNexis InterAction

80%
Close ranks higher in 2/2 features

Lead management

8.8
88%
6 Ratings
7.0
70%
1 Rating

Email marketing

9.5
95%
5 Ratings
9.0
90%
1 Rating

CRM Project Management

8.1

Close

81%
4.7

LexisNexis InterAction

47%
Close ranks higher in 3/3 features

Task management

8.1
81%
5 Ratings
5.0
50%
1 Rating

Billing and invoicing management

10.0
100%
1 Rating
4.0
40%
1 Rating

Reporting

6.3
63%
5 Ratings
5.0
50%
1 Rating

CRM Reporting & Analytics

8.0

Close

80%
4.3

LexisNexis InterAction

43%
Close ranks higher in 3/3 features

Forecasting

10.0
100%
1 Rating
4.0
40%
1 Rating

Pipeline visualization

8.4
84%
6 Ratings
4.0
40%
1 Rating

Customizable reports

5.5
55%
4 Ratings
5.0
50%
1 Rating

Customization

8.5

Close

85%
4.3

LexisNexis InterAction

43%
Close ranks higher in 4/4 features

Custom fields

9.2
92%
7 Ratings
4.0
40%
1 Rating

Custom objects

10.0
100%
2 Ratings
4.0
40%
1 Rating

Scripting environment

8.0
80%
3 Ratings
4.0
40%
1 Rating

API for custom integration

6.8
68%
7 Ratings
5.0
50%
1 Rating

Security

8.2

Close

82%
8.0

LexisNexis InterAction

80%
Close ranks higher in 2/2 features

Single sign-on capability

8.0
80%
3 Ratings
8.0
80%
1 Rating

Role-based user permissions

8.4
84%
6 Ratings
8.0
80%
1 Rating

Social CRM

10.0

Close

100%
4.5

LexisNexis InterAction

45%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
4.0
40%
1 Rating

Social engagement

10.0
100%
1 Rating
5.0
50%
1 Rating

Integrations with 3rd-party Software

7.0

Close

70%
5.0

LexisNexis InterAction

50%
Close ranks higher in 1/2 features

Marketing automation

7.0
70%
4 Ratings
5.0
50%
1 Rating

Compensation management

N/A
0 Ratings
5.0
50%
1 Rating

Platform

10.0

Close

100%
5.0

LexisNexis InterAction

50%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
5.0
50%
1 Rating

Attribute Ratings

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

Likelihood to Recommend

9.4

Close

94%
8 Ratings
6.0

LexisNexis InterAction

60%
1 Rating

Usability

8.8

Close

88%
3 Ratings

LexisNexis InterAction

N/A
0 Ratings

Support Rating

9.2

Close

92%
3 Ratings

LexisNexis InterAction

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

LexisNexis

It's well suited to organizations that intend to dedicate the staff to maintaining it as recommended in best practices material. It's much too large and complicated if it's only to be used as an address book and in those cases, a much simpler CRM might work better.
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

LexisNexis

  • Collects contact information from incoming employees
  • Synchronizes with Outlook contacts
  • Separate interface for marketing and casual users
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

LexisNexis

  • The Windows app for marketing could be more wizard driven and simpler
  • Technical support documentation is lacking in up to date information
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.

LexisNexis InterAction

Starting Price

Editions & Modules

LexisNexis InterAction 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

    LexisNexis

    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

    LexisNexis

    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

    LexisNexis

    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.
    Read full review

    LexisNexis

    • I'm only in the IT department so I'm not really sure about ROI but IA does much more than our marketing department is using it for. I would think the company is paying a lot of money for something that isn't being utilized.
    Read full review

    Screenshots

    Add comparison