--- title: "Close O Matic Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Close O Matic Software - reviews, pricing plans, popular comparisons to other AI Sales Assistant products and more." source_url: "https://www.capterra.com/p/10037804/Close-O-Matic/" page_type: "product" language: "en" publication_date: "2026-09-29" --- # Close O Matic Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Close O Matic ## What is Close O Matic? Close O Matic is a cloud-based AI sales platform that conducts live phone sales conversations from first contact through payment collection, without human involvement. Businesses use Close O Matic to automate outbound and inbound sales calls. The platform handles lead qualification, objection handling, follow-ups, and closing, operating continuously without staffing constraints. Close O Matic integrates with existing CRM and payment tools, logging call outcomes and processing transactions automatically. Core features include real-time conversation handling, lead pipeline management, and payment collection within the same call. Close O Matic is suited for solo operators, small sales teams, and large enterprises across industries that sell products or services over the phone. ## What is Close O Matic used for? [AI Sales Assistant](https://www.capterra.com/ai-sales-assistant-software/)[Inside Sales](https://www.capterra.com/inside-sales-software/) Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $900 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Close O Matic?[Manage this product listing](https://www.g2.com/products/close-o-matic/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Close O Matic 5.0 (3) VS. [### Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (18,816)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $900 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.0 (18,151) Value For Money 5.0 (3) Value For Money 4.0 (12,836) Customer Service 5.0 (3) Customer Service 4.1 (14,069) ## Close O Matic alternatives [SalesBlink](https://www.capterra.com/p/212980/https-salesblink-io/) [4.7 (286)](https://www.capterra.com/p/212980/https-salesblink-io/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/212980/https-salesblink-io/) [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7,008)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/155928/Zoho-CRM/) [Outreach](https://www.capterra.com/p/159318/Outreach/) [4.4 (311)](https://www.capterra.com/p/159318/Outreach/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/159318/Outreach/) Highest Rated [Squaretalk](https://www.capterra.com/p/219046/Squaretalk-Matrix/) [4.8 (134)](https://www.capterra.com/p/219046/Squaretalk-Matrix/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/219046/Squaretalk-Matrix/) ## FAQs about Close O Matic Overview ### What company size and specific industries is Close O Matic built for? Close O Matic is designed for small to mid-sized businesses and sales-driven organizations that need support for sales managers, sales teams, sales leaders, business owners, and sales representatives. It is not tied to a specific industry, but it fits companies focused on managing sales activity and closing deals. Features and Usability ### What are the key features of Close O Matic? Close O Matic offers sales automation, CRM, and sales pipeline management, plus lead management, lead qualification, and lead scoring. It also includes call management, SMS messaging, omnichannel outreach, scheduling, reporting and analytics, workflow automation, and third-party integrations for sales teams. Pricing ### How much does it cost and what fees or limitations are included? Close O Matic starts at $1,350 per month for the Gear Plan, with usage-based overage at $1.35 per minute. The Drive Plan costs $3,250, Turbo costs $6,250, and Supercharger costs $12,000 monthly. All plans are usage based, with lower overage rates on higher tiers. Getting Started and Support ### What training and onboarding options does Close O Matic offer? Close O Matic provides documentation for teams that need written reference material during setup and early use. Documentation can support self-paced learning, feature checks, and step-by-step review of product details without requiring live instruction or video-based training. Getting Started and Support ### What customer support options does Close O Matic offer? Close O Matic provides Email/Help Desk and Phone Support. Customer feedback about support quality is not available in the catalog data, so no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 341 AI Sales Assistant reviews Capterra data shows that buyers of AI sales assistant software rank the following features as their top priorities: - **Customer Engagement** (**86%** of reviewers rated this feature as critical) - **Lead Management** (**72%**) - **Lead Engagement** (**56%**) Close O Matic supports all three of the features reviewers value most: **Customer Engagement**, **Lead Management**, and **Lead Engagement**. Together, these capabilities help businesses build stronger prospect relationships, keep sales pipelines organized, and maintain timely outreach, allowing teams to convert more leads and manage follow-up more effectively. Customer Engagement 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Initiate interactions with customers by proactively starting conversations or providing informational content Lead Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Scheduling 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources Conversation Intelligence 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Deal Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Defines specific deal parameters to negotiate and secure deals Close O Matic 20 features ### All Features - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Contact Management: Manage, organize, and store contact information - Conversation Intelligence: Recording, transcription, and analysis of sales calls for the purpose of training and generating insights - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Deal Management: Defines specific deal parameters to negotiate and secure deals - For Sales Teams/Organizations: Caters to sales teams - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - Predictive Analytics: Predict future data based on historical data sets - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - SMS Messaging: Send messages via SMS - Speech Recognition: Train your system to interpret and transcribe voice messages - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 5.0 (3) [View pricing plan details](https://www.capterra.com/p/10037804/Close-O-Matic/pricing/) BOOKORA, TRANSFORA & CLOSORA $900.00 Flat Rate,Per Month GEAR PLAN $1,350 Usage Based,Per Month It includes: - Small team starter - Test AI sales with minimal risk DRIVE PLAN $3,250 Usage Based,Per Month It includes: - Consistent AI activity - Supports booking & transfers TURBO PLAN $6,250 Usage Based,Per Month It includes: - High-output for busy teams - Enough minutes for 2+ members SUPERCHARGER PLAN $12,000 Usage Based,Per Month It includes: - Extra horsepower - Supports 3+ AI roles ENTERPRISE PLAN Contact vendor for details Value for money 5.0 (3) 5.0 Based on 3 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MM Mark M. Managing Director E-Learning ### "525% Sales Growth in 90 Days with AI Follow-Up" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 4, 2026 Our overall experience with Close O Matic has been outstanding. We had no prior experience using artificial intelligence to manage and scale our sales process, but their team made everything straightforward. The onboarding questionnaires were thorough, requiring very little back-and-forth. They helped where we couldn't answer. What stands out the most is that their team doesn't just understand technology—they understand real sales. They clearly have deep experience in closing and sales psychology, and they've translated that into a system that actually performs. At the same time, they handle the technical implementation that our internal team simply could not manage. The combination of sales expertise and technical execution has made a major impact on our business. Pros The most impactful feature is immediate lead response. The system calls our leads within seconds of inquiry, while they are still actively engaged on our site. Previously, it could take our team hours or even days to follow up, which resulted in many missed clients. Since implementing Close o Matic, we've seen over a 700% increase in actually speaking with our leads within the first week. From there, the system intelligently handles the next step—it can qualify leads for callbacks, transfer high-intent prospects to a human rep, or fully close the sale on the same call. It even sends agreements for signature automatically. Within approximately 90 days, we've experienced around 525% increase in monthly sales volume. The platform has completely transformed how we capture and convert sales. Cons The main challenge has been keeping up with the rapid increase in sales.We now need to modernize our internal systems to fully automate onboarding and fulfillment, so the AI can move beyond sending agreements and into full payment processing workflows. While this is unltimately a positive problem to have, the growth has created operational pressure. We've had to consider hiring additional back-office and customer support staff, and even our current office space is becoming aconstraint. In short, the system can scale your sales very quickly—but you need to be prepared operationally to handle the growth. We weren't fully ready for that level of acceleration. As a result, we've also engaged Close O Matic to assist with additional technical implementation. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AR Alma R. Sales Manager Consumer Services ### "Dramatically Increased Contact Rates and Enrollments with Fully Automated Sales Follow-Up" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 21, 2026 Our experience with Close O Matic has been both exciting and genuinely relieving. Before using it, there was always underlying stress knowing that leads were coming in, but we weren't reaching them at the right moment. As a sales manager, that feeling of missed opportunity never really goes away — especially when you know how much time and budget goes into generating those leads. What has made the biggest difference is the sense of consistency and peace of mind. Every lead is now contacted right away, no matter the time of day, and handled in a professional and thoughtful way. That level of reliability is something we were never able to achieve manually. It has also had a meaningful impact on our team. Instead of feeling overwhelmed or burned out from constantly chasing people who may never response, they're now having real conversations with individuals who are actually, interested. That shift has changed the overall energy of our sales environment in a very positive way. Personally, it's been incredibly rewarding to see things run more smoothly while also seeing stronger results. You feel more in control, less reactive, and more confident that the opportunities coming in are being handled the way they should be. Overall, it hasn't just improved our process — it has made managing sales feel more stable, more predictable, and far less stressful. Pros Before using Close O Matic, our lead follow-up process was inconsistent and delayed. Leads would come in and our sales team would call them back hours or even days later. Most prospects wouldn't answer because they didn't recognize our number, which resulted in repeated call attempts, voicemail follow-ups, and a lot of lost opportunities. With the Close O Matic AI sales system, our leads are contacted instantly, twenty-four hours a day, seven days a week. The system reaches them immediately while their interest is at its highest, qualifies them effectively, and schedules them directly onto our calendar. Because the lead is expecting the call, our answer rates have increased significantly. Our sales team is now speaking with pre-qualified prospects instead of chasing unresponsive leads. This has dramatically improved our efficiency, productivity, and overall enrollment results. Cons There's very little to dislike. The system delivers exactly what it promises. Like any powerful system, it requires proper setup and understanding to get the most out of it, but once implemented, it runs smoothly and consistently. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LS Luis S. President Leisure, Travel & Tourism ### "AI Sales System That Actually Closes the Sale!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2026 Our overall experience has been excellent. The system was set up to handle our tour inquiries and started working almost immediately. Instead of missing calls while we are out running tours, every potential customer now receives an instant response. Close O Matic explains our tours, answers questions, books customers directly onto our schedule, and collects payment automatically. In the first few weeks we saw a major increase in bookings because we were no longer losing leads due to delayed follow-ups. It has completely changed how we handle incoming inquiries. Considering it replaces a lot of manual sales work, the pricing is very reasonable compared to hiring staff or using multiple tools. Pros Before using Close O Matic we missed many potential customers because we were out running tours and couldn't answer every call immediately. The system now answers calls and instantly calls back website inquiries any time of day or night. It explains our tours clearly, books customers directly onto our calendar, and even collects payment during the call. It's like having an expert salesperson working 24 hours a day who never misses a lead. Cons Honestly there isn't much to dislike so far. The system has been very accurate and reliable. The only challenge at first was realizing how many calls we had previously been missing and adjusting our operations to handle the increased volume of bookings. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.