8.6
Spot Score
Close Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market
Free Trial Available
GDPR
SOC 2Starts from $9 / user / month when yearly
Toggl
Bench
Freightview
Krossover
SmartProcureTrusted by many companies including Toggl
Integrates with
CompassOverview
Pricing
Features
Buyer feedback
Alternatives
Integrations
Customers
Media
Security & Compliance
Support
FAQ
Blogs
What is Close?
Close stands as a sales engagement CRM tailored to assist SMBs in converting more leads to revenue. They are committed to fostering future-forward businesses: nimble, intelligent teams operating remotely. For tech-savvy teams aiming to grow without the hefty costs of enterprise software, Close presents the ideal sales solution. With Close, teams can email, call, and text leads directly without needing extra add-ons. Boasting productivity-enhancing features like Sequences, task reminders, and the Power Dialer, users can engage more leads, ensure timely follow-ups, and secure more deals. Everything is presented on a singular timeline, ensuring complete transparency across teams. Their integrated call coaching facility also empowers sales leaders to guide their teams towards potentially doubling their performance, all within the confines of the CRM. Distinctly, Close remains the only CRM devoted exclusively to the requirements of SMBs and teams poised for growth, guaranteeing that their customers always receive full support.
Pricing
Starts from $9 / user / month when yearly
Free Trial available
Best For
Built for growing teams, from small businesses to mid-market
Security & Compliance
SOC 2GDPRSSO & MFA supported
Data residency:🇺🇸
Platform
Web + mobile app (iOS & Android)
Close Software Demo
Close was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Close
- Use cases
- SaaS, Marketing Agencies, E-commerce
- Team types
- Account Executives, Sales Development Representatives
- Company size
- 5–100 employees
Why teams choose Close
Provides a centralized, all-in-one CRM platform for managing leads, calls, emails, and workflows seamlessly, saving time and boosting productivity.
Intuitive and user-friendly interface with easy setup and excellent support for onboarding and troubleshooting.
Highly efficient automation features like smart views, predictive dialing, and workflows that reduce manual effort and streamline sales processes.
Is Close right for you?
What buyers should know before shortlisting Close
Close CRM has solidified its reputation as a standout tool for businesses seeking an efficient, user-friendly, and powerful solution to manage customer relationships, streamline workflows, and enhance team collaboration. Praised overwhelmingly for its ease of use, Close offers a centralized platform to handle calls, emails, texts, and lead tracking, eliminating the need for a piecemeal tech stack.
Features like smart views, predictive dialing, automated workflows, and AI-powered call summaries save users time and help maintain impeccable organization. Its ability to keep a detailed history of lead interactions, integrate seamlessly with other software, and provide rapid-fire customer support further elevate its appeal.
However, a few limitations were subtly noted, such as the lack of advanced reporting options, occasional glitches, and a potentially steep learning curve for certain configurations. Pricing was also mentioned as a point of contention, though many users underscored that the robust functionality is well worth the investment.
Especially ideal for small to mid-sized teams, Close balances simplicity with depth, making it a powerful ally for businesses focused on growth and efficiency while minimizing day-to-day friction.
Close pros and cons
- Close pros
Provides a centralized, all-in-one CRM platform for managing leads, calls, emails, and workflows seamlessly, saving time and boosting productivity.
Intuitive and user-friendly interface with easy setup and excellent support for onboarding and troubleshooting.
Highly efficient automation features like smart views, predictive dialing, and workflows that reduce manual effort and streamline sales processes.
- Close cons
Reporting features are limited and could be more in-depth, especially for tracking lead lists and success rates by category.
Some users find the cost of calling features and overall pricing high, although they believe the value justifies it.
Ready to try it?
Get started with Close
Start your free trial — no credit card required.
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See how it stacks up
Compare Close side-by-side with top CRM Software alternatives.
What is the pricing of Close?
Close Pricing Plans
Solo
$19
/user/month
Everything in Essential but:
Limited to 1 user
Limited to 10k leads
Essentials
$49
/user/month
Unlimited contacts & leads
Multiple pipelines
Advanced lead & activity filters
Built-in email
calling & SMS
Show more +
Growth
$109
/user/month
Everything in Essentials plus:
Automated workflows
Power Dialer
AI Email Assistant
Custom Activities
Scale
$149
/user/month
Everything in Growth plus:
Role-based access & permissions
Lead visibility rules
Predictive Dialer
Unlimited call recording
Close reviews and ratings
Buyer sentiment
Buyer sentiment is very strong across 595 reviews, with consistently positive feedback.
What buyers like
- Provides a centralized, all-in-one CRM platform for managing leads, calls, emails, and workflows seamlessly, saving time and boosting productivity.
- Intuitive and user-friendly interface with easy setup and excellent support for onboarding and troubleshooting.
- Highly efficient automation features like smart views, predictive dialing, and workflows that reduce manual effort and streamline sales processes.
Common complaints
- Reporting features are limited and could be more in-depth, especially for tracking lead lists and success rates by category.
- Some users find the cost of calling features and overall pricing high, although they believe the value justifies it.
- Occasional technical glitches like software crashes and dialer issues with integrations such as JustCall.
What users are saying
AU
Anonymous User
06/13/24
"Salesforce if you don't need Salesforce quite yet"
What do you like best about Close? Better than Salesforce, Close understands the need for lead contact records. You heard that right: one lead may ...
Read more
AU
Anonymous User
06/04/24
"Easy to use and amazing CRM"
What do you like best about Close? Keeps all my information in one place. The integrations with different software work seamlessly. And whenever I ...
Read more
AS
Andrew S
06/04/24
"Close.io is the simplest, most effective CRM i've used for B2B deal tracking."
What do you like best about Close? The most helpful thing about close.io is the call tracker and it's abilites within the CRM to leave automated ...
Read more
AU
Anonymous User
05/23/24
"A game changer for a 2-man team"
What do you like best about Close? I am now about 8 months into utilizing Close for the first time and could not be happier. I am on a team of just 2 ...
Read more
BG
Bob G
02/13/24
"It works well and they keep improving it"
What do you like best about Close? I have demo several CRMs in the past 18 months to 2 years, trying to find one that a) truly worked well as ...
Read more
RV
Rob V
02/12/24
"I have found Close to be the best as a CRM."
What do you like best about Close? I have found Close to be an easy to use CRM. Love the auto dialer option! This all in one CRM with it's call ...
Read more
What are the features of Close?
Auto Call Recording in Close enables teams to automatically record calls made through the CRM for training, compliance, and performance anal…
With Call Logging, Close automatically records detailed data from each call, including duration, timestamp, contact details, and call outcom…
Call Monitoring in Close allows managers and team leads to listen to live sales calls for quality control, training, or coaching purposes. I…
Concurrency Support in Close ensures that multiple users can operate simultaneously within the CRM without performance issues or data confli…
Contact Management in Close allows users to organize, track, and engage with prospects, customers, and partners efficiently. Each contact pr…
While Close is primarily sales-focused, its Customer Support capabilities allow teams to manage ongoing client communication, log service-re…
Close supports Inbound Call Center functionality by allowing businesses to receive calls directly through the platform. Incoming calls are a…
With Lead Scoring, Close lets teams assign values to leads based on predefined criteria such as engagement, deal size, or behavior patterns.…
List Management in Close enables users to segment contacts into dynamic or static lists based on attributes such as industry, behavior, or s…
Marketing Automation in Close helps streamline outreach efforts by automating tasks such as follow-up emails, lead nurturing sequences, and…
Close functions as a robust Outbound Call Center platform, enabling teams to make high volumes of calls with built-in VOIP, call lists, and…
Predictive Dialer functionality in Close automates the calling process by dialing multiple numbers simultaneously and connecting reps only w…
The Progressive Dialer in Close initiates calls one at a time based on rep availability and call readiness. Unlike predictive systems, it en…
Queue Management (Calls) in Close organizes incoming and outgoing calls in a systematic queue, allowing reps to handle large volumes efficie…
Quotes (Proposals) functionality in Close lets users create, send, and track pricing proposals directly from the CRM. Integrated with contac…
Close security and data handling
Key compliance certifications and security features for IT and security teams evaluating Close.
Certifications
Security features
Developer & data
Alternatives to Close
Recommended
Streamline your sales and build ...
9.0
Very Good
Why buyers keep looking beyond Close
Close is specifically built for SMBs, so larger enterprises with complex sales processes or deeper customization needs may seek platforms with more robust enterprise features.
While strong on sales engagement, Close doesn’t offer native marketing automation or lead nurturing workflows that other CRMs like HubSpot or ActiveCampaign may provide.
Users looking for highly customizable or advanced analytics and forecasting capabilities may find Close’s reporting features less extensive compared to solutions like Salesforce or Zoho CRM.
Although Close integrates with popular tools, businesses using a broader tech stack might prefer platforms that offer a larger native integration ecosystem.
Teams that require complex data relationships and custom modules for industries like finance or manufacturing may opt for CRMs that allow more flexible data modeling.
Close Integrations
Close Customers
Toggl
Bench
Freightview
Krossover
SmartProcure
Cloosiv
Chartmogul
Common Wealth Joe
Hygge
Printavo
Naturebox
MakeSpace
Branch
Hipcamp
Close Support Options
Frequently Asked Questions About Close
Common questions buyers ask before choosing Close.
Close is a CRM Software. Close offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Lead Scoring and many more functionalities.
Buyers commonly note the following limitations of Close: Reporting features are limited and could be more in-depth, especially for tracking lead lists and success rates by category.; Some users find the cost of calling features and overall pricing high, although they believe the value justifies it.; Occasional technical glitches like software crashes and dialer issues with integrations such as JustCall..
Some top alternatives to Close includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and CRM.io by 500apps.
Close offers Free Trial, Subscription pricing models
Yes, Close can integrate with
The starting price of Close is $9/user/month when yearly
Ready to try it?
Get started with Close
Start your free trial — no credit card required.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
