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Overview

What is Close CRM?

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

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Recent Reviews

TrustRadius Insights

Close CRM is a go-to solution for sales teams, allowing them to effectively manage their pipelines and daily action items. Users …
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Popular Features

View all 29 features
  • Integration with email client (e.g., Outlook or Gmail) (8)
    9.4
    94%
  • Interaction tracking (8)
    8.4
    84%
  • Customer data management / contact management (8)
    8.1
    81%
  • Workflow management (8)
    7.8
    78%
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Pricing

View all 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
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Product Demos

Close Demo (2023)

fast.wistia.com
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

8.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.5
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

9.1
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.6
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.6
Avg 7.6

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.

8.1
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

10
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

6.5
Avg 7.1

Platform

10
Avg 7.5
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Product Details

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

Screenshot of All-in-one Close inboxScreenshot of Sales Funnel Report in CloseScreenshot of Call Assistant automatic transcription and summaryScreenshot of Built-in calling in Close

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 Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS
Supported LanguagesEnglish

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.

Pipedrive, Zoho CRM, and Salesloft are common alternatives for Close CRM.

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).
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Comparisons

View all alternatives
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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!

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)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
Sales Force Automation (4)
77.5%
7.8
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
Customer Service & Support (1)
60%
6.0
Call center management
60%
6.0
Marketing Automation (2)
85%
8.5
Lead management
80%
8.0
Email marketing
90%
9.0
CRM Project Management (2)
55%
5.5
Task management
80%
8.0
Reporting
30%
3.0
CRM Reporting & Analytics (2)
45%
4.5
Pipeline visualization
70%
7.0
Customizable reports
20%
2.0
Customization (1)
50%
5.0
API for custom integration
50%
5.0
Security (1)
70%
7.0
Role-based user permissions
70%
7.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
50%
5.0
Marketing automation
50%
5.0
Platform
N/A
N/A
  • Excellent cost/benefit performance
  • Economic price and options provided accordingly
  • Good management of the sales team and its performance
For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of each agent and obtain better results. For all other campaigns we use the predictive dialers mentioned above, Close is better for tracking current customers and for warm leads.
It is a very good and almost complete software (CRM), the easy and direct handling of different ways of communicating with clients is really good, it has areas for improvement like everything in life, they can improve the reporting area and offer a better Experience in managing agent hours and tracking them.
Close's support team offers a really good service, they are always willing to help with whatever is needed or arises, they investigate everything they need to find a solution and give an answer as quickly as possible, their attitude is better and their optimism really helps in times of stress, they do a great job in record time.
Jason Janes | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
  • Power dialer.
  • SMS
  • Integrations
  • Video
  • Reports
  • Some 3rd party integrations could be eliminated by bringing them into the feature set of Close.
Close is my #1 choice for sales teams, both inbound and outbound. The telephony features in Close are exceptional and they lead the Industry in features and innovation. The power dialer increases productivity by cutting down the manual time of physically dialing calls. All calls and interactions including SMS messages are automatically logged to the client's account within the CRM.
Sales Force Automation (5)
96%
9.6
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
Customer Service & Support (1)
100%
10.0
Call center management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (2)
95%
9.5
Task management
90%
9.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
63.33333333333333%
6.3
Forecasting
N/A
N/A
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (3)
63.33333333333333%
6.3
Custom fields
100%
10.0
Custom objects
N/A
N/A
API for custom integration
90%
9.0
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
90%
9.0
Marketing automation
90%
9.0
Platform
N/A
N/A
  • Increased Sales.
  • Increased Productivity.
  • Increased Employee Moral.
  • Decreased expenses on SAAS.
All the same features and more in a much better user experience. Lots of integrations of Salesforce require a dedicated employee just to manage Salesforce and make changes. Close just works out of the box and is easy to change and customize.
It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
Stellar support, quick response times, support staff clearly understand issues submitted, solve problems, and provide relevant answers.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (9)
36.666666666666664%
3.7
Customer data management / contact management
80%
8.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
90%
9.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
26.666666666666664%
2.7
Case management
80%
8.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
23.333333333333336%
2.3
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
65%
6.5
Custom fields
90%
9.0
Custom objects
N/A
N/A
Scripting environment
80%
8.0
API for custom integration
90%
9.0
Security (2)
40%
4.0
Role-based user permissions
N/A
N/A
Single sign-on capability
80%
8.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Close has been helpful in generating outbound email campaigns; our sales team is highly dependent on it for reaching out to prospects. Apart from campaigning, it is also a complete sales CRM where one can have a complete track on the lead status. Close is playing an important role in managing the leads without the interference of a second person--it is highly understood to every salesperson.
  • Email campaigning
  • Lead management
  • Sales acceleration
  • Analytics
  • Selection of leads for campaigns
  • More enhanced UI
I was very messy with the need follow up on things and I hardly recalled my prospects, so we've used few other CRMs but we haven't received fruitful results. To be honest, Close has helped a lot in lead management for me and the team as well. Close can be a wonderful tool if it simplifies its platform terminology so it's understandable to every user.
Sales Force Automation (5)
68%
6.8
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
Customer Service & Support
N/A
N/A
Marketing Automation (1)
70%
7.0
Lead management
70%
7.0
CRM Project Management (2)
45%
4.5
Task management
50%
5.0
Reporting
40%
4.0
CRM Reporting & Analytics (1)
80%
8.0
Pipeline visualization
80%
8.0
Customization (2)
55%
5.5
Custom fields
60%
6.0
API for custom integration
50%
5.0
Security (1)
80%
8.0
Role-based user permissions
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation
70%
7.0
Platform
N/A
N/A
  • Better follow-ups
  • Multiple email sends
  • Clear visibilty of opportunities
Salesforce was actually a good platform but it was a bit expensive for an organization that is in a growing stage. Close is relatively cheaper and has almost the same functionality as Salesforce. We've also tried a few other platforms, but nothing has been very beneficial or as suitable for us as Close.
Salesforce Lightning Platform (formerly Salesforce App Cloud), Zoho CRM, Trello
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.
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.
Jason Vance | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We're using Close for our sales team and managing all the leads we have come in. We had used other paid systems and even created our own, but this solved all our problems. Close replaced a few things for us and though costs a fair bit saves us time and money overall.
  • 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 using something that you've made to manage leads and calling yourself, or you have outgrown your cheaper CRM, Close is a great option. We went from spending a lot of time organizing and reorganizing things where Close just did it as part of it's system.

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.
Sales Force Automation (5)
98%
9.8
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
Customer Service & Support
N/A
N/A
Marketing Automation (1)
N/A
N/A
Lead management
N/A
N/A
CRM Project Management (2)
50%
5.0
Task management
N/A
N/A
Reporting
100%
10.0
CRM Reporting & Analytics (3)
26.666666666666664%
2.7
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
N/A
N/A
Customization (2)
50%
5.0
Custom fields
100%
10.0
API for custom integration
N/A
N/A
Security (1)
70%
7.0
Role-based user permissions
70%
7.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform
N/A
N/A
  • We've saved money & time. I would spend 4-5 hour per week in our old system, now zero.
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.
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