Close Reviews

20 Ratings
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Reviews (1-4 of 4)

Anonymous | TrustRadius Reviewer
February 11, 2020

Simple, Easy-to-Use Client Contact Management Tool

Score 8 out of 10
Vetted Review
Verified User
Review Source
Close is used exclusively by our intake department for managing our client leads. Our intake department uses it to manage contacts, send bulk emails to potential leads, and take notes regarding their interactions with the potential leads. It organizes and simplifies our communication workflow since the process is all centralized.
  • Organize all contacts with potential leads.
  • Bulk email to simplify communication process.
  • Difficult to understand and build search queries.
It is useful when you have a lot of contacts and need to organize those potential leads. You can categorize lead by custom labels such as based on their interest level. It is also useful if you have the capabilities of using it in combination with other software so that your leads are automatically added to the system when they complete intake forms. It is also useful if you have contacts across a lot of different contacts and need to have an easy way to remember which contacts are for which projects. It is also useful if you want to send bulk emails quickly and want to synchronize the software with your email. It wouldn't be as useful if you only had a few contacts or a single matter that you were managing.
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Erik Zahnlecker | TrustRadius Reviewer
November 19, 2018 strikes the perfect balance between power and simplicity!

Score 8 out of 10
Vetted Review
Verified User
Review Source
My team uses to manage our sales and BD pipelines. We're a small startup, so there's only two of us currently using it, but I can see how the value of the platform would scale with additional team members. It's clearly setup with leads, opportunities, and an inbox that is essentially one's action items for the day. Recently, added the ability to send email sequences, which we're leveraging now. Already seeing great value there as some leads don't respond until the 4th or later email.
  • 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.
  • 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 :) 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 would be less appropriate...
Read Erik Zahnlecker's full review
Joe Gatto | TrustRadius Reviewer
December 20, 2018 beats HubSpot CRM hands down!

Score 10 out of 10
Vetted Review
Verified User
Review Source
I use to manage my phone calls, cold emails, and sales follow ups. It solves the problem of keeping a lot of leads and follow up sequences organized, and prevents them from falling through the cracks. It keeps me focused and helps me work efficiently and effectively. I can easily find where I left off with a particular prospect.
  • 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.
  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow. is best for a small business sales team that has a lot of leads coming in consistently. It isn't good for a one man sales rep or soloprenuer because it has a lot of functionality & take time to set up. It's perfect for the forward thinking organization that knows it needs to rely on outbound selling, and is ready to support its sales team with a powerful tool like
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Ryan McCarty | TrustRadius Reviewer
February 17, 2017 - Inspire teamwork!

Score 9 out of 10
Vetted Review
Verified User
Review Source
Our insidesales team utilizes it to work cohesively and ensure we are not having multiple people follow up with the same leads. Our sales staff also links in to see when follow ups have been done. It's a great tool to keep everyone on the same page as to where a lead/account is in the buying process.
  • Teamwork - Syncs all the emails sent to prospects to allow the whole team to stay on the same page
  • Templates - Solid template structure allows for customization options and variable fields.
  • 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!
I think Close works best with a broad team of reps working the same accounts. For us, we may have 3 different sales reps quoting different products on the same deal. It makes it much easier to track where everyone is in the process and how up to date the prospect is.
Read Ryan McCarty's full review

Close Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (4)
Workflow management (4)
Territory management (1)
Opportunity management (3)
Integration with email client (e.g., Outlook or Gmail) (4)
Contract management (1)
Interaction tracking (4)
Channel / partner relationship management (3)
Case management (3)
Call center management (3)
Help desk management (2)
Lead management (3)
Email marketing (3)
Task management (2)
Billing and invoicing management (1)
Reporting (1)
Forecasting (1)
Pipeline visualization (2)
Customizable reports (2)
Custom fields (4)
Custom objects (2)
Scripting environment (3)
API for custom integration (4)
Single sign-on capability (3)
Role-based user permissions (2)
Social data (1)
Social engagement (1)
Marketing automation (1)
Mobile access (1)

About Close

Close is a sales engagement CRM designed to help SMBs turn more leads into revenue. A multichannel platform, Close lets users email, call, and text leads from the desktop — without add-ons. Every touchpoint with a lead is automatically tracked in a visual timeline so teams can skip the CRM busywork and focus on the deal. The vendor states that with its productivity tools like the task reminders and the Power Dialer, users will reach more leads, follow up more often, and close more deals.

Close Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Does not have featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Does not have featureQuote & order management
Has featureInteraction tracking
Does not have featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Does not have featureEmail marketing
CRM Project Management Features
Has featureTask management
Does not have featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Does not have featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Does not have featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Does not have featureCompensation management
Platform Features
Does not have featureMobile access
Additional Features
Has featurePredictive dialer
Has featureTwo-way email sync
Has featureVoicemail drop
Has featureCall recording

Close Screenshots

Close Integrations

Close Competitors

Pipedrive, Freshsales, Zoho CRM, SalesLoft, Mailshake, Salesforce, Copper (formerly ProsperWorks)


  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Starter$35per user, monthly
Basic$65per user, monthly
Professional$95per user, monthly
BusinessContact for Pricing

15% discount on annual pricing

Close Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Languages: English