38 Ratings
Top Rated
166 Ratings
38 Ratings
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Score 8.3 out of 100
Top Rated
166 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.8 out of 100

Feature Set Ratings

  • Close ranks higher in 6 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, Security, Social CRM, Platform
  • Oracle CX Sales ranks higher in 3 feature sets: CRM Project Management, CRM Reporting & Analytics, Integrations with 3rd-party Software
  • Close and Oracle CX Sales are tied in 1 feature set: Customization

Sales Force Automation

8.9

Close

89%
8.0

Oracle CX Sales

80%
Close ranks higher in 7/9 features

Customer data management / contact management

8.3
83%
8 Ratings
8.7
87%
12 Ratings

Workflow management

7.9
79%
8 Ratings
7.8
78%
12 Ratings

Territory management

8.0
80%
1 Rating
8.0
80%
12 Ratings

Opportunity management

9.4
94%
6 Ratings
8.7
87%
11 Ratings

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

9.4
94%
8 Ratings
7.6
76%
10 Ratings

Contract management

10.0
100%
1 Rating
8.4
84%
11 Ratings

Interaction tracking

8.2
82%
8 Ratings
7.3
73%
12 Ratings

Channel / partner relationship management

9.7
97%
3 Ratings
8.0
80%
11 Ratings

Quote & order management

N/A
0 Ratings
7.7
77%
12 Ratings

Customer Service & Support

8.7

Close

87%
8.0

Oracle CX Sales

80%
Close ranks higher in 2/3 features

Case management

8.0
80%
3 Ratings
8.1
81%
11 Ratings

Call center management

8.0
80%
5 Ratings
7.8
78%
9 Ratings

Help desk management

10.0
100%
2 Ratings
8.1
81%
8 Ratings

Marketing Automation

9.1

Close

91%
8.1

Oracle CX Sales

81%
Close ranks higher in 1/2 features

Lead management

8.8
88%
6 Ratings
8.9
89%
10 Ratings

Email marketing

9.5
95%
5 Ratings
7.2
72%
8 Ratings

CRM Project Management

8.1

Close

81%
8.9

Oracle CX Sales

89%
Oracle CX Sales ranks higher in 2/3 features

Task management

8.1
81%
5 Ratings
8.9
89%
11 Ratings

Billing and invoicing management

10.0
100%
1 Rating
N/A
0 Ratings

Reporting

6.3
63%
5 Ratings
8.9
89%
11 Ratings

CRM Reporting & Analytics

8.0

Close

80%
8.5

Oracle CX Sales

85%
Close ranks higher in 2/3 features

Forecasting

10.0
100%
1 Rating
8.3
83%
11 Ratings

Pipeline visualization

8.4
84%
6 Ratings
8.4
84%
11 Ratings

Customizable reports

5.5
55%
4 Ratings
8.7
87%
11 Ratings

Customization

8.5

Close

85%
8.5

Oracle CX Sales

85%
Close ranks higher in 2/4 features

Custom fields

9.3
93%
7 Ratings
8.8
88%
11 Ratings

Custom objects

10.0
100%
2 Ratings
8.7
87%
11 Ratings

Scripting environment

8.0
80%
3 Ratings
8.7
87%
10 Ratings

API for custom integration

6.8
68%
7 Ratings
7.9
79%
11 Ratings

Security

8.2

Close

82%
8.0

Oracle CX Sales

80%
Close ranks higher in 1/2 features

Single sign-on capability

8.0
80%
3 Ratings
7.4
74%
13 Ratings

Role-based user permissions

8.4
84%
6 Ratings
8.6
86%
13 Ratings

Social CRM

10.0

Close

100%
7.6

Oracle CX Sales

76%
Close ranks higher in 2/2 features

Social data

10.0
100%
1 Rating
7.9
79%
10 Ratings

Social engagement

10.0
100%
1 Rating
7.4
74%
9 Ratings

Integrations with 3rd-party Software

7.0

Close

70%
7.9

Oracle CX Sales

79%
Oracle CX Sales ranks higher in 2/2 features

Marketing automation

7.0
70%
4 Ratings
7.8
78%
11 Ratings

Compensation management

N/A
0 Ratings
8.1
81%
9 Ratings

Platform

10.0

Close

100%
8.4

Oracle CX Sales

84%
Close ranks higher in 1/1 features

Mobile access

10.0
100%
1 Rating
8.4
84%
11 Ratings

Attribute Ratings

  • Close is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.4

Close

94%
8 Ratings
7.6

Oracle CX Sales

76%
44 Ratings

Usability

8.8

Close

88%
3 Ratings
7.5

Oracle CX Sales

75%
11 Ratings

Support Rating

9.2

Close

92%
3 Ratings
7.6

Oracle CX Sales

76%
11 Ratings

Online Training

Close

N/A
0 Ratings
8.0

Oracle CX Sales

80%
1 Rating

Contract Terms and Pricing Model

Close

N/A
0 Ratings
7.0

Oracle CX Sales

70%
1 Rating

Ease of integration

Close

N/A
0 Ratings
5.0

Oracle CX Sales

50%
16 Ratings

Professional Services

Close

N/A
0 Ratings
10.0

Oracle CX Sales

100%
1 Rating

Vendor post-sale

Close

N/A
0 Ratings
8.0

Oracle CX Sales

80%
1 Rating

Vendor pre-sale

Close

N/A
0 Ratings
8.0

Oracle CX Sales

80%
1 Rating

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.
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Oracle

Excellent as a customer relationship management tool, sales forecasting, building better sales plan for the entire deal lifecycle using critical and complex data, a 360-degree comprehensive view of vendors, partners, customers. Ensuring high standards and consistency is maintained in pricing so that quotes are competitive for prospective customers. At the end of the day, this is an excellent tool for selling and closing deals while being able to access needed information in one place.
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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

Oracle

  • Easy to sell products[.]
  • Build customers and make customer hub[.]
  • Tracking the sales cycle from marketing to sell the product[.]
  • Build Reports and Anayltics related to opportunities, leads, and service requests[.]
  • Getting customers issues after and before selling[.]
  • High ability to integrate with Oracles other products and 3rd products using Rest and Soap APIs[.]
  • Restrict users using RBAC role based access[.]
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

Oracle

  • It doesn't have a lot of information for mid-market in Latin America, so there is info you can increase on this.
  • Job posting may not be part of the Commercial Module because it is where salespeople may look at it and start another process.
  • You may add a top 100 list per country in the lists by default, to make it easier to use when putting attention on the correct sectors.
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.

Oracle CX Sales

Starting Price

$65 Per User Per Month

Editions & Modules

Oracle CX Sales editions and modules pricing
EditionModules
Professional$65.001
Standard$100.002
Enterprise$200.003
Premium$300.004

Footnotes

  1. Per User Per Month
  2. Per User Per Month
  3. Per User Per Month
  4. Per User Per Month

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

Oracle

Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.
Read full review

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.
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Oracle

The support the Oracle team gives is generally very good. They are patient, willing to help, and their training methods are collaborative and inclusive. They have conducted multiple support sessions and it’s always been a great user experience. The stellar team [is] always on hand to lend support when the right time comes and their helpdesk is always on hand to help.
Read full review

Online Training

Close

No answers on this topic

Oracle

Excellent online training material. On-demand always helps to access anytime, anywhere. Also, it is essential that in this day and age, video tutorials with actual product screenshots make the learning more useful and fun at the same time. Certifications help test knowledge gained during these tutorial sessions. This was a blessing for fresh users.
Read full review

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

Oracle

As compared to other CRM, this happens to be one of the best and most affordable as there are some cons, but the pros are great, and I have seen an increase in sales by using this platform. It works great for the sales process from start to end, like lead generation to closure.
Read full review

Contract Terms and Pricing Model

Close

No answers on this topic

Oracle

When we purchased this system it was one of the more expensive options in the market. However, with an adjustment in service and a relative price structure, this has become a lot more cost-effective over the past few years. It’s now more of a middle-ranking in the pricing structure and I would definitely say this is value for money.
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

Oracle

  • Unfortunately, our sales team has decreased productivity by trying to use the mobile application. It is poorly designed, and I've heard the same feedback from people at other organizations.
  • The ability to track and convert sales leads has proven to be a positive impact on ROI.
  • We are able to pass along leads and opportunities to our resellers.
Read full review

Screenshots

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