What users are saying about
38 Ratings
1 Rating
38 Ratings
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Score 8.3 out of 100
1 Rating
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Score 6 out of 100

Feature Set Ratings

  • Close ranks higher in 4 feature sets: Sales Force Automation, CRM Project Management, CRM Reporting & Analytics, Security

Sales Force Automation

8.9

Close

89%
6.0

MCA Suite

60%
Close ranks higher in 8/8 features

Customer data management / contact management

8.3
83%
8 Ratings
6.0
60%
1 Rating

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%

MCA Suite

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%

MCA Suite

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%
4.0

MCA Suite

40%
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
4.0
40%
1 Rating

CRM Reporting & Analytics

8.0

Close

80%
1.0

MCA Suite

10%
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
1.0
10%
1 Rating

Customization

8.5

Close

85%

MCA Suite

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

Custom fields

9.3
93%
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%
8.0

MCA Suite

80%
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
8.0
80%
1 Rating

Social CRM

10.0

Close

100%

MCA Suite

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%

MCA Suite

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%

MCA Suite

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
6.0

MCA Suite

60%
1 Rating

Usability

8.8

Close

88%
3 Ratings

MCA Suite

N/A
0 Ratings

Support Rating

9.2

Close

92%
3 Ratings

MCA Suite

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

Five Components, Inc.

It is a good tool for smaller companies entering the MCA space, but doesn't scale all that well, and provides limited options for reporting customization.
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

Five Components, Inc.

  • They have lots of detail on the deal pages.
  • It allows for multiple internal and external users.
  • It has global search functionality.
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

Five Components, Inc.

  • Poor reporting.
  • Filtering is clunky.
  • They could improve on data visualization.
  • Renewal advances that are not refinances are difficult to manage.
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.

MCA Suite

Starting Price

$0

Editions & Modules

MCA Suite 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

    Five Components, Inc.

    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

    Five Components, Inc.

    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

    Five Components, Inc.

    We haven't used any others.
    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

    Five Components, Inc.

    • We've been able to grow our working capital program over the years with the help of MCA Suite.
    • Data management is difficult, and we struggle with reporting.
    • We have granted merchants dedicated to their advances for tracking purposes.
    Read full review

    Screenshots

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