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Score 7 out of 10
Vetted Review
Verified User
Review Source
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.

Close Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (8)
85%
8.5
Customer data management / contact management (6)
78%
7.8
Workflow management (6)
82%
8.2
Territory management (1)
80%
8.0
Opportunity management (5)
83%
8.3
Integration with email client (e.g., Outlook or Gmail) (6)
90%
9.0
Contract management (1)
100%
10.0
Interaction tracking (6)
74%
7.4
Channel / partner relationship management (3)
97%
9.7
Customer Service & Support (3)
92%
9.2
Case management (3)
80%
8.0
Call center management (3)
97%
9.7
Help desk management (2)
100%
10.0
Marketing Automation (2)
88%
8.8
Lead management (4)
76%
7.6
Email marketing (3)
100%
10.0
CRM Project Management (3)
73%
7.3
Task management (3)
54%
5.4
Billing and invoicing management (1)
100%
10.0
Reporting (3)
66%
6.6
CRM Reporting & Analytics (3)
93%
9.3
Forecasting (1)
100%
10.0
Pipeline visualization (4)
80%
8.0
Customizable reports (2)
100%
10.0
Customization (4)
79%
7.9
Custom fields (6)
79%
7.9
Custom objects (2)
100%
10.0
Scripting environment (3)
80%
8.0
API for custom integration (5)
58%
5.8
Security (2)
78%
7.8
Single sign-on capability (3)
80%
8.0
Role-based user permissions (4)
76%
7.6
Social CRM (2)
100%
10.0
Social data (1)
100%
10.0
Social engagement (1)
100%
10.0
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation (2)
70%
7.0
Platform (1)
100%
10.0
Mobile access (1)
100%
10.0

What is 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

  • 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

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Additional Features

  • Supported: Predictive dialer
  • Supported: Two-way email sync
  • Supported: Voicemail drop
  • Supported: Call recording
  • Supported: Call coaching
  • Supported: Contact-based search

Close Screenshots

Calling in CloseCustomized Search in CloseInbox in Close

Close Videos

Here are the 3 most impactful voice techniques to turn cold conversations into hot deals.
Discover the team and culture behind Close. Join us and build the future of sales. Open positions (fully remote!): https://jobs.close.com
This Google Sheets template can be easily modified for your existing sales team structure and process. Track your leads, see open opportunities, and sell more today.

Close Downloadables

Close Integrations

Close Competitors

Close Pricing

More Pricing Information

SaaS Editions Pricing
Pricing DetailsTerms
Starter$29per user, monthly
Basic$69per user, monthly
Professional$99per user, monthly
Business$149per user, monthly

Close Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish

Frequently Asked Questions

What is Close?

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

What is Close's best feature?

Reviewers rate Email marketing highest, with a score of 10.

Who uses Close?

The most common users of Close are from Small Businesses and the Marketing & Advertising industry.