TrustRadius Insights
Close CRM is a go-to solution for sales teams, allowing them to effectively manage their pipelines and daily action items. Users …
Starting at $49 per month includes 1 user
View PricingOverview
What is Close CRM?
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
Recent Reviews
Popular Features
- Integration with email client (e.g., Outlook or Gmail) (8)9.494%
- Interaction tracking (8)8.484%
- Customer data management / contact management (8)8.181%
- Workflow management (8)7.878%
Pricing
Startup
$49
Cloud
per month Includes 1 user
Professional
$299
Cloud
per month Includes 3 users
Business
$699
Cloud
per month Includes 5 users
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://close.com/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $49 per month includes 1 user
Product Demos
Close Demo (2023)
fast.wistia.com
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Close CRM?
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. Its productivity tools like the task reminders, Call Assistant transcriptions, and the Power Dialer help users to reach more leads, follow up more often, and close more deals. |
Close CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Interaction tracking
Customer Service & Support Features
- Supported: Call center management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: Predictive Dialer
- Supported: Two-way email sync
- Supported: Voicemail drop
- Supported: Call recording
- Supported: Call coaching
- Supported: Contact-based search
- Supported: Call Assistant automatic transcriptions
Close CRM Screenshots
Close CRM Videos
The team and culture behind Close.
This Google Sheets template can be modified for existing sales team structure and process and used to track leads and see open opportunities.
Watch A 10-minute free demo of Close's sales automation tools.
Close CRM Integrations
Close CRM Competitors
Close CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS |
| Supported Languages | English |
Frequently Asked Questions
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
Close CRM starts at $49.
Reviewers rate Opportunity management and Custom fields highest, with a score of 10.
The most common users of Close CRM are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(42)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Close CRM is a go-to solution for sales teams, allowing them to effectively manage their pipelines and daily action items. Users appreciate the feature-rich platform and user-friendly UI/UX that make it easy to organize leads and opportunities. The recent addition of email sequences has been particularly valuable, as it allows users to follow up with leads who may not respond until later emails. This feature has helped users improve their response rates and close deals more effectively.
Many users have switched to Close CRM from other paid systems or even custom-built solutions, as it saves them time and money overall. With Close, sales teams can manage phone calls, cold emails, and follow-ups in one place, ensuring that nothing falls through the cracks. The CRM's ability to help users stay focused and easily pick up where they left off with specific prospects has been highly praised. Additionally, Close fosters cohesive teamwork by preventing multiple team members from following up with the same leads, keeping everyone on the same page in the buying process.
Communication is essential in sales, and Close CRM supports sales teams by enabling communication through various channels like emails, messages, and calls with future clients. Users rely on Close for generating outbound email campaigns and prospect outreach. The software simplifies and organizes communication workflows by centralizing the entire process, making it easier for teams to collaborate effectively.
While Close excels in increasing sales and facilitating sales interactions and follow-ups, some users have found that it may require additional software to track and report hours for the sales team. However, this does not overshadow the value provided by Close CRM in managing client leads for departments like intake. From contact management to bulk email sending and note-taking for interactions with potential leads, Close streamlines these processes.
Overall, Close CRM has proven to be an indispensable tool for sales teams, helping them streamline their workflows and improve their communication with leads. It effectively manages leads without the need for constant interference or oversight from a second person. Users appreciate the simplicity and organization that Close brings to their sales processes, enabling them to focus on what matters most: closing deals and driving revenue.
Efficient Power Dialer: Several users have praised Close CRM's Power Dialer feature for its efficiency and time-saving capabilities. They appreciate how it streamlines the calling process, allowing them to make multiple calls with just a click. This feature has enabled them to save valuable time and effort, ultimately making their sales calls more productive.
Effective SMS Integrations: Many reviewers have found Close CRM's SMS Integrations feature extremely helpful in easily communicating with leads and customers via text messages. This direct and efficient communication has resulted in improved engagement and a more streamlined sales process. Users appreciate the convenience and effectiveness of this feature.
Valuable Video Reports: A significant number of users consider Close CRM's Video Reports feature as a valuable tool for tracking and analyzing sales performance. They find it helpful to visually see the progress and results of their sales efforts. This feature provides them with valuable insights that enable more informed decisions and refined sales strategies.
Limited Third-Party Integrations: Some users have expressed frustration with the limited third-party integrations available in Close CRM. They believe that incorporating more integrations into the feature set would eliminate the need for additional tools and streamline their workflow.
Outdated Interface Design: Several reviewers have mentioned that they find the interface of Close CRM in need of a facelift. They feel that a more modern and visually appealing design would enhance their user experience and make using the software more enjoyable.
Lack of Free Account Owner Option: A common complaint among users is the absence of a free account owner option in Close CRM. Some customers have suggested that having this option would provide greater flexibility and affordability, particularly for individuals or small businesses with minimal budget constraints.
Users commonly recommend Close for managing and following up a large number of leads. They find that it is effective in staying organized and ensuring no opportunities are missed.
Close is also frequently recommended for small teams focused on outbound sales activities. Its features and functionalities are tailored to the needs of these teams, helping them streamline their sales processes and achieve their goals efficiently.
Many users suggest using Close for startups and small to medium-sized businesses (SMBs). The platform's flexibility and affordability make it suitable for companies with limited resources, enabling them to effectively manage their sales operations while keeping costs in check.
To ensure that Close fits your specific requirements, users recommend giving it a solid try, utilizing the 14-day free trial, and reaching out to the support staff for any necessary assistance.
Attribute Ratings
Reviews
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
April 27, 2021
Simple, Easy-to-Use Client Contact Management Tool
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.
36.666666666666664%
3.7
26.666666666666664%
2.7
100%
10.0
23.333333333333336%
2.3
N/A
N/A
65%
6.5
40%
4.0
N/A
N/A
N/A
N/A
N/A
N/A
- Positive impact on our turnaround time to responding to leads and engaging them.
- More clients engaged.
I have not used any alternatives. This was selected based on ease of use, necessary functionality to address our needs, and affordability.
December 20, 2018
Close.io beats HubSpot CRM hands down!
I use Close.io 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.
65.55555555555556%
6.6
100%
10.0
100%
10.0
100%
10.0
100%
10.0
100%
10.0
50%
5.0
N/A
N/A
N/A
N/A
N/A
N/A
- I can search by my notes & activity, which saves a lot of time.
Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.