What users are saying about
32 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.7 out of 100
Based on 32 reviews and ratings
3 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7 out of 100
Based on 3 reviews and ratings
Feature Set Ratings
Sales Force Automation

8.3
Close
83%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 8/8 features
Close ranks higher in 8/8 features
Customer data management / contact management

7.2
72%
6 Ratings
N/A
0 Ratings
Workflow management

7.8
78%
6 Ratings
N/A
0 Ratings
Territory management

8.0
80%
1 Rating
N/A
0 Ratings
Opportunity management

7.9
79%
5 Ratings
N/A
0 Ratings
Integration with email client (e.g., Outlook or Gmail)

9.0
90%
6 Ratings
N/A
0 Ratings
Contract management

10.0
100%
1 Rating
N/A
0 Ratings
Interaction tracking

6.6
66%
6 Ratings
N/A
0 Ratings
Channel / partner relationship management

9.7
97%
3 Ratings
N/A
0 Ratings
Customer Service & Support

9.2
Close
92%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
Close ranks higher in 3/3 features
Case management

8.0
80%
3 Ratings
N/A
0 Ratings
Call center management

9.7
97%
3 Ratings
N/A
0 Ratings
Help desk management

10.0
100%
2 Ratings
N/A
0 Ratings
Marketing Automation

8.6
Close
86%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
Close ranks higher in 2/2 features
Lead management

7.2
72%
4 Ratings
N/A
0 Ratings
Email marketing

10.0
100%
3 Ratings
N/A
0 Ratings
CRM Project Management

7.0
Close
70%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
Close ranks higher in 3/3 features
Task management

5.1
51%
3 Ratings
N/A
0 Ratings
Billing and invoicing management

10.0
100%
1 Rating
N/A
0 Ratings
Reporting

5.7
57%
3 Ratings
N/A
0 Ratings
CRM Reporting & Analytics

9.3
Close
93%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 3/3 features
Close ranks higher in 3/3 features
Forecasting

10.0
100%
1 Rating
N/A
0 Ratings
Pipeline visualization

8.0
80%
4 Ratings
N/A
0 Ratings
Customizable reports

10.0
100%
2 Ratings
N/A
0 Ratings
Customization

7.6
Close
76%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 4/4 features
Close ranks higher in 4/4 features
Custom fields

7.2
72%
6 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

5.2
52%
5 Ratings
N/A
0 Ratings
Security

7.9
Close
79%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
Close ranks higher in 2/2 features
Single sign-on capability

8.0
80%
3 Ratings
N/A
0 Ratings
Role-based user permissions

7.7
77%
4 Ratings
N/A
0 Ratings
Social CRM

10.0
Close
100%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 2/2 features
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%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 1/1 features
Close ranks higher in 1/1 features
Marketing automation

7.0
70%
2 Ratings
N/A
0 Ratings
Platform

10.0
Close
100%
Revenue Grid
Feature Set Not Supported
N/A
Close ranks higher in 1/1 features
Close ranks higher in 1/1 features
Mobile access

10.0
100%
1 Rating
N/A
0 Ratings
Attribute Ratings
- Revenue Grid is rated higher in 1 area: Likelihood to Recommend
Likelihood to Recommend

8.8
Close
88%
6 Ratings
9.0
Revenue Grid
90%
1 Rating
Usability

7.0
Close
70%
1 Rating
Revenue Grid
N/A
0 Ratings
Support Rating

7.0
Close
70%
1 Rating
Revenue Grid
N/A
0 Ratings
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...
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
Revenue Grid
If you are using Office365 and it is within your budget, utilizing SmartCloud Connect as an interface with a CRM is a no-brainer. It remains hidden when Outlook opens, but with an email selected you can open it with a single click. It then allows you to associate the email and even attachments with email addresses that were included in the to, cc, or from sections of the email. It's a very intuitive user interface and saves time in email tracking.
Internal Systems Specialist
Creative Business Resources (CBR)Human Resources, 11-50 employees
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.
VP of Marketing & International Business Development
ePaymintsFinancial Services, 1-10 employees
Revenue Grid
- Keeps email tracking simple within Outlook.
- Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
- Single-button click to open or close the SmartCloud interface in Outlook.
Internal Systems Specialist
Creative Business Resources (CBR)Human Resources, 11-50 employees
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!
Sales Development Representative
Vibrant TechnologiesComputer Hardware, 11-50 employees
Revenue Grid
- The software updates often, leading to an opening delay the first time it is used in a session.
- Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
- Extra cost on top of CRM costs add to the bottom line expense of the system.
Internal Systems Specialist
Creative Business Resources (CBR)Human Resources, 11-50 employees
Pricing Details
Close
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Starting Price
$29 per user, monthly
Close Editions & Modules
Edition
Starter | $291 |
---|---|
Basic | $691 |
Professional | $991 |
Business | $1491 |
- per user, monthly
Additional Pricing Details
15% discount on annual pricing in addition to the month-to-month prices listed here.Revenue Grid
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Starting Price
—Revenue Grid Editions & Modules
—
Additional Pricing Details
—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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesRevenue Grid
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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesRevenue Grid
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.
Owner
Red Mill Creative Inc.Marketing & Advertising, 1-10 employees
Revenue Grid
Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.
Internal Systems Specialist
Creative Business Resources (CBR)Human Resources, 11-50 employees
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
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
Revenue Grid
- Departments that use it save time on email tracking, allowing them to focus on client request and tasks.
- Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses.
- Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.
Internal Systems Specialist
Creative Business Resources (CBR)Human Resources, 11-50 employees