Close CRM

Score8.1 out of 10

47 Reviews and Ratings

What is Close CRM?

Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.

Categories & Use Cases

Media

Screenshot of Close's Inbox, which keeps sales team's emails, calls, and follow-ups in one unified view, so nothing slips through the cracks and every lead gets the attention it deserves.

Screenshot of Close's Sales Pipeline, which offers a visual overview of every deal in progress, so your team can track opportunities, forecast revenue, and stay focused on moving deals forward.

Screenshot of Close's Predictive Dialer. This automatically connects sales reps to live answers back-to-back, eliminating manual dialing and maximizing talk time to reach more prospects in less time.

Screenshot of Close's Lead Profiles, which gives team a complete, centralized view of every contact, communication, and activity.

Screenshot of Close's Smart Views, which prioritize leads with dynamic, customizable filters that keep sales teams focused.

Screenshot of Close's Workflows, which automate repetitive sales tasks and follow-up sequences.

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Screenshot of Close's Inbox, which keeps sales team's emails, calls, and follow-ups in one unified view, so nothing slips through the cracks and every lead gets the attention it deserves.

Opportunity management
Users can track deals and create quotes.
Category average: 8.4
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.9
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8

Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 8.2
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 8.1
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 8.1

Jason Janes View profile

Web Design & SEO Consultant in Information Technology at Bright Advice (1-10 employees employees)

Use Cases and Deployment Scope

I am a business consultant and often in the position of recommending CRMs to companies I work with. There are tons of great CRMs in the marketplace but Close is my go-to #1 recommendation for Sales teams. Close is feature-rich with some very advanced features but they are presented in a manner that is simple to use with a great UI/UX.

Pros

Power dialer.
SMS
Integrations
Video
Reports

Cons

Some 3rd party integrations could be eliminated by bringing them into the feature set of Close.

Return on Investment

Increased Sales.
Increased Productivity.
Increased Employee Moral.
Decreased expenses on SAAS.

Alternatives Considered

Salesforce CMS, HubSpot CMS Hub, Pipedrive, Contactually, by Compass and Salesflare

Other Software Used

Google Workspace Essentials, ClickUp, Flywheel, Cloudflare, CloudApp

Usability

Jason Vance View profile

Owner in Marketing at Red Mill Creative Inc. (1-10 employees employees)

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

Cons

It could use a free account owner.
Having a second international line would be good.

Return on Investment

We've saved money & time. I would spend 4-5 hour per week in our old system, now zero.

Alternatives Considered

Pipedrive and Airtable

Other Software Used

Airtable, Basecamp, Todoist

Verified User

Analyst in Quality Assurance (51-200 employees employees)

Use Cases and Deployment Scope

Close (CRM) is used to support our sales team, we can handle several options like emails, messages, and call directly to our future clients, keeping continuous communication with them. Our big trouble with this CRM (Close) is tracking hours from our sales team, this CRM is really good to increase sales and having a great sales interaction and follow-up, but, is a headache to track hours, breaks, lunch from the team, and we must implement a special software to track and reports hours from agents.

Pros

Excellent to handle email with customer.
We can implement links to fill out some PCI Complaint form.
Holistic Reports of sales and agents follow up.
Pretty good price per user and different levels of services.

Cons

Hours tracking, must improve in get and run data hours.
Reports could improve, be more detailed and specific.
Predictive dialer just added in more expensive plan.

Return on Investment

Excellent cost/benefit performance
Economic price and options provided accordingly
Good management of the sales team and its performance

Alternatives Considered

Aspect Unified IP, RingCentral Contact Center and Five9

Other Software Used

RingCentral Contact Center, RingCentral MVP, Five9, Aspect Unified IP, Slack, Cisco Jabber, Clockify, LiveVox CCaaS

Usability

Erik Zahnlecker View profile

Co-Founder, Head of Product in Sales at Allocate.ai (1-10 employees employees)

Pros

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.

Cons

I'd like it if I could customize the inbox so that only leads that meet my defined criteria show up on my to-do list. Instead, it's managed by Close and what they consider to be an action item.
The interface could use a face lift :)

Return on Investment

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