Overview
What is Close CRM?
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
Excellent CRM for a sales team, with improve areas.
Simply the Best for Inbound/Outbound Sales Teams.
Simple, Easy-to-Use Client Contact Management Tool
Helpful when it comes to lead management
Close saves us 20+ hours and over $500 each month!
Close.io beats HubSpot CRM hands down!
Close.io strikes the perfect balance between power and simplicity!
Close.io - Inspire teamwork!
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
Professional
$299
Business
$699
Entry-level set up fee?
- Setup fee optional
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)
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.1Customer data management / contact management(8) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.8Workflow management(8) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8Territory management(1) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 10Opportunity management(6) Ratings
Users can track deals and create quotes.
- 9.4Integration with email client (e.g., Outlook or Gmail)(8) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 10Contract management(1) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 8.4Interaction tracking(8) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 9.7Channel / partner relationship management(3) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 8Case management(3) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.5Call center management(5) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 10Help desk management(2) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.8Lead management(6) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 9.4Email marketing(5) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.4Task management(5) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 10Billing and invoicing management(1) Ratings
This includes automated invoice creation and billing.
- 5.7Reporting(5) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 10Forecasting(1) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.2Pipeline visualization(6) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 4.7Customizable reports(4) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 10Custom fields(7) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 10Custom objects(2) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8Scripting environment(3) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 6.5API for custom integration(7) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8Single sign-on capability(3) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.2Role-based user permissions(6) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 10Social data(1) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 10Social engagement(1) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 6.5Marketing automation(4) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Platform
- 10Mobile access(1) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
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
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
Comparisons
Compare with
Reviews and Ratings
(42)Community Insights
- 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
(1-5 of 5)Excellent CRM for a sales team, with improve areas.
- 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.
- 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.
- Customer data management / contact management
- 70%7.0
- Workflow management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Interaction tracking
- 80%8.0
- Call center management
- 60%6.0
- Lead management
- 80%8.0
- Email marketing
- 90%9.0
- Task management
- 80%8.0
- Reporting
- 30%3.0
- Pipeline visualization
- 70%7.0
- Customizable reports
- 20%2.0
- API for custom integration
- 50%5.0
- Role-based user permissions
- 70%7.0
- Marketing automation
- 50%5.0
- Excellent cost/benefit performance
- Economic price and options provided accordingly
- Good management of the sales team and its performance
- Aspect Unified IP, RingCentral Contact Center and Five9
- Power dialer.
- SMS
- Integrations
- Video
- Reports
- Some 3rd party integrations could be eliminated by bringing them into the feature set of Close.
- Customer data management / contact management
- 100%10.0
- Workflow management
- 90%9.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Interaction tracking
- 90%9.0
- Call center management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 90%9.0
- Reporting
- 100%10.0
- Forecasting
- N/AN/A
- Pipeline visualization
- 100%10.0
- Customizable reports
- 90%9.0
- Custom fields
- 100%10.0
- Custom objects
- N/AN/A
- API for custom integration
- 90%9.0
- Role-based user permissions
- 100%10.0
- Marketing automation
- 90%9.0
- Increased Sales.
- Increased Productivity.
- Increased Employee Moral.
- Decreased expenses on SAAS.
Simple, Easy-to-Use Client Contact Management Tool
- Organize all contacts with potential leads.
- Bulk email to simplify communication process.
- Difficult to understand and build search queries.
- Customer data management / contact management
- 80%8.0
- Workflow management
- 70%7.0
- Territory management
- N/AN/A
- Opportunity management
- N/AN/A
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Contract management
- N/AN/A
- Quote & order management
- N/AN/A
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- N/AN/A
- Case management
- 80%8.0
- Call center management
- N/AN/A
- Help desk management
- N/AN/A
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 70%7.0
- Billing and invoicing management
- N/AN/A
- Reporting
- N/AN/A
- Forecasting
- N/AN/A
- Pipeline visualization
- N/AN/A
- Customizable reports
- N/AN/A
- Custom fields
- 90%9.0
- Custom objects
- N/AN/A
- Scripting environment
- 80%8.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- N/AN/A
- Single sign-on capability
- 80%8.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Compensation management
- N/AN/A
- Mobile access
- N/AN/A
- Positive impact on our turnaround time to responding to leads and engaging them.
- More clients engaged.
Helpful when it comes to lead management
- Email campaigning
- Lead management
- Sales acceleration
- Analytics
- Selection of leads for campaigns
- More enhanced UI
- Customer data management / contact management
- 60%6.0
- Workflow management
- 70%7.0
- Opportunity management
- 70%7.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Interaction tracking
- 50%5.0
- Lead management
- 70%7.0
- Task management
- 50%5.0
- Reporting
- 40%4.0
- Pipeline visualization
- 80%8.0
- Custom fields
- 60%6.0
- API for custom integration
- 50%5.0
- Role-based user permissions
- 80%8.0
- Marketing automation
- 70%7.0
- Better follow-ups
- Multiple email sends
- Clear visibilty of opportunities
- Salesforce Lightning Platform (formerly Salesforce App Cloud)
Close saves us 20+ hours and over $500 each month!
- Manages leads.
- Followup & reminders.
- Organization of everything in one place.
- Add-ons that are worth every penny.
- It could use a free account owner.
- Having a second international line would be good.
If you're just starting out, I wouldn't recommend it. But if you've been using anything for a while, I'd give it a try.
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Interaction tracking
- 100%10.0
- Lead management
- N/AN/A
- Task management
- N/AN/A
- Reporting
- 100%10.0
- Forecasting
- N/AN/A
- Pipeline visualization
- 80%8.0
- Customizable reports
- N/AN/A
- Custom fields
- 100%10.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 70%7.0
- Marketing automation
- N/AN/A
- We've saved money & time. I would spend 4-5 hour per week in our old system, now zero.