Close
Close Reviews
& Product DetailsWhat is Close?
Close is a customer relationship management (CRM) platform designed to enhance the productivity of sales teams through integrated communication tools and automation features. It consolidates essential sales functions, including email, calling, and SMS, into a single interface, enabling seamless interactions with leads and clients.
The platform’s communication capabilities allow users to sync their email accounts and calendars, facilitating centralized management of correspondences and schedules. Built-in VoIP and SMS functionalities support direct outreach to contacts without the need for external applications.
Close offers automation tools such as Workflows, which enable the creation of multi-channel sequences incorporating email, call, task, and SMS steps. These Workflows can be tailored to specific lead criteria and schedules, streamlining follow-up processes and ensuring consistent engagement with prospects.
The platform integrates with various third-party applications, allowing businesses to connect Close with their existing tools and systems. This interoperability ensures a cohesive workflow across different platforms.
Incorporating artificial intelligence, Close features tools like the Call Assistant, which automatically transcribes and summarizes phone calls, and the AI Rewrite Assistant, aiding in drafting and refining emails. These AI-driven features enhance efficiency and accuracy in sales communications.
By integrating communication channels, automating routine tasks, and leveraging AI capabilities, Close empowers sales teams to manage their pipelines more effectively, leading to improved productivity and streamlined sales processes.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
-
Company Name
Elastic Inc
-
Located In
United States
- Website close.com
Starting from:
$19 /month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
Close offers a range of CRM subscription plans to accommodate various business needs. The Base plan is priced at $19 per user per month when billed annually, or $29 per user per month with monthly billing. The Startup plan costs $49 per user per month annually, or $59 monthly. The Professional plan is available at $99 per user per month annually, or $109 monthly. The Enterprise plan is offered at $139 per user per month annually, or $149 monthly. Each plan builds upon the previous, adding features such as automated workflows, AI tools, enhanced collaboration options, and advanced reporting. Close provides a 14-day free trial with full access and no credit card required. Additional services like premium phone numbers and AI Call Assistant are available as add-ons.
- Activity Dashboard
- Dashboard
- Reporting & Statistics
- Opportunity Management
- Pipeline Management
- Email Management
- Workflow Management
- Task Management
- Artificial Intelligence (AI)
- Email Templates
- Customizable Reports
- Sales Forecasting
- Access Controls/Permissions
- API
- Mobile Access
- Data Import/Export
Additional Features
- Data Connectors
- Data Discovery
- Data Extraction
- Data Visualization
- Reporting/Analytics
- Unlimited Leads
- Unlimited Contacts
- Multi-Channel Inbox
- Pipeline Views
- Two-Way Email Sync
- Historical Email Import
- Built-In Calling
- SMS Integration
- Power Dialer
- Predictive Dialer
- Call Recording
- Call Coaching
- Call Transcriptions
- Automated Workflows
- Custom Activities
- AI Lead Summaries
- Dynamic Template Tags
- Bulk Emailing
- Email Scheduling
- Role-Based Permissions
- Third-Party Integrations
- 24/7 Customer Support
- Free Data Migration
-
Ease of Use
Users across different age groups have found Close CRM to be intuitive and easy to navigate, facilitating a smooth transition from other CRM tools and enabling efficient daily operations.
-
Sales Productivity
The platform has been credited with significant increases in sales productivity, with one team reporting up to a 50% increase in personal sales after implementation. The ability to save time and streamline sales processes is highly valued.
-
Effective Communication Tools
Close CRM offers a seamless platform for communication through various channels, including email, calls, and SMS, which has been effective for sales endeavors.
-
Customization and Features
The ability to add custom fields, direct calling from the software, and automated task creation are among the features that users appreciate for improving reporting and overall ease of use.
-
Support for Cold Calling
Specifically praised for its support in cold calling activities, Close CRM integrates well with workflows that involve emailing through other platforms and then transferring successful leads for cold calling within Close
-
Technical Issues with Firewalls
Initial setup encountered difficulties with firewalls, indicating the need for better support or guidance during the transition process.
-
User Interface (UI) Flow
Some users feel that the UI can get chaotic, suggesting that improvements could make the system even easier to learn and use.
-
Policy Management Features
There’s a desire for more built-in features for ongoing policy management to avoid having to use additional tools for this purpose.
-
Duplicate Contact Handling
The platform does not automatically detect duplicates when importing contacts from CSV files, which can lead to unnecessary clutter.
-
Cost for Startups
Although Close CRM offers a range of valuable features, some startups find the cost challenging, indicating a potential need for more flexible pricing options for smaller businesses.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
-
Gmail
Email Management Software
-
HubSpot Marketing Hub
Marketing Automation Software
-
Google Calendar
Scheduling Software
-
Calendly
Scheduling Software
-
Zapier
Data Integration Software
-
LiveAgent
Help Desk Software
-
Gong
Sales Acceleration Software
-
Allegrow
Email Tracking Software
-
Better Proposals
Sales Acceleration Software
-
Clay Com
Sales Acceleration Software
-
Custify
Customer Success Software
-
Customer.io
Marketing Automation Software
-
Drip
Marketing Automation Software
-
Dripify
Lead Generation Software
-
Fathom
Meeting Management Software
-
Fireflies.ai
Sales Acceleration Software
-
Fivetran
Data Integration Software
-
Geckoboard
Business Intelligence Software
-
GetAccept
Sales Acceleration Software
-
Help Scout
Help Desk Software
-
Helpwise
Help Desk Software
-
HubSpot CRM
CRM Software
-
Hyperise
Marketing Automation Software
-
Integrately
Data Integration Software
-
Jiminny
Sales Acceleration Software
-
JustCall
VoIP Software
-
Kennected
Lead Generation Software
-
KrispCall
VoIP Software
-
Latenode
Data Integration Software
-
LeadsBridge
Lead Generation Software
-
Linked Helper 2
Lead Generation Software
-
Make
Data Integration Software
-
Microsoft 365
Productivity Software
-
Missive
Team Collaboration Software
-
Pabbly Email Marketing
Email Marketing Software
-
Pabbly Subscriptions
Subscription Management Software
-
Plecto
Business Intelligence Software
-
Process Street
Business Process Management Software
-
Reply.io
Cold Email Software
-
Ringover
VoIP Software
-
Segment
Data Management Software
-
SignWell
Digital Signature Software
-
Skyvia
Data Integration Software
-
SyncSpider
Data Integration Software
-
UpLead
Lead Generation Software
-
VoilaNorbert
Lead Generation Software
-
Zoom
Video Conferencing Software
Tell us your opinion about Close and help others.
Close CRM is an all-in-one sales platform designed to streamline communication and boost productivity for sales teams. It centralizes essential tools—email, calling, SMS, and video conferencing—into a single interface, allowing reps to manage their entire sales process without switching between apps. With built-in VoIP, email sequences, and automation workflows, Close helps teams engage leads efficiently and close deals faster. Its intuitive design ensures quick onboarding, making it ideal for fast-paced sales environments.
Getting started with Close CRM is straightforward:
- Connect Communication Channels: Integrate your email and calendar to sync communications.
- Import Leads: Add your existing contacts or leads into the system.
- Set Up Workflows: Create automated sequences for emails, calls, and tasks.
- Utilize Built-In Calling: Use the VoIP feature to make and log calls directly.
- Track Progress: Monitor deals and activities through customizable pipelines and reports.
Close’s user-friendly interface ensures that sales teams can quickly adapt and start closing deals efficiently.
Yes, Close CRM provides a comprehensive REST API, allowing developers to integrate and customize the platform according to specific business needs. The API supports operations like managing leads, contacts, opportunities, and activities. With available SDKs in languages like Python, Ruby, and Node.js, developers can seamlessly connect Close with other tools and systems, enhancing workflow automation and data synchronization.
The Close CRM mobile app brings the platform’s core functionalities to your smartphone, ensuring sales reps stay productive on the go. Users can access and update lead information, make and log calls using the built-in VoIP, send emails and texts, and receive real-time notifications. The app’s intuitive design ensures that managing your sales pipeline is efficient, whether you’re in the office or on the move.
Yes, Close CRM incorporates AI features to enhance sales productivity:
- Call Assistant: Automatically transcribes and summarizes calls, allowing reps to focus on conversations without manual note-taking.
- AI Rewrite Assistant: Helps craft and refine email content, ensuring messages are clear and effective.
- Close GPT: A custom AI tool that assists in generating prospecting lists, meeting agendas, and summarizing customer interactions.
These AI-driven tools streamline routine tasks, enabling sales teams to focus more on building relationships and closing deals.
Close CRM is tailored for small to mid-sized businesses, especially those with inside sales teams. Startups, SaaS companies, and agencies that rely on high-volume outreach and need a streamlined communication hub find Close particularly beneficial. Its intuitive design and automation capabilities make it ideal for teams aiming to scale their sales efforts efficiently.
Absolutely. Close CRM offers integrations with various tools to enhance its functionality:
- Communication: Slack, Zoom, and Intercom.
- Marketing: Mailchimp and HubSpot.
- Productivity: Google Workspace and Zapier.
- Customer Support: Zendesk.
These integrations ensure that teams can maintain a cohesive workflow across different platforms.
Close CRM provides robust reporting tools that offer insights into sales activities and performance. Users can track metrics like call volumes, email engagement, pipeline progression, and deal closures. Customizable dashboards allow teams to monitor KPIs in real-time, facilitating data-driven decisions and strategy adjustments.
Close CRM prioritizes data security by implementing industry-standard measures:
- Data Encryption: All data is encrypted both in transit and at rest.
- Access Controls: Role-based permissions ensure that only authorized users can access specific information.
- Regular Backups: Data is regularly backed up to prevent loss and ensure business continuity.
These protocols ensure that sensitive customer information remains protected within the platform.
