# Close Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Close Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/132667/Close-io --- # Close Software Review 2026: Features, Integrations, Pros & Cons Last updated on April 14, 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)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Close ## What is Close? Close is the sales CRM designed to help SMBs and startups turn leads into revenue. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads from one inbox. Packed with productivity tools like custom workflows, Call Assistant, Predictive Dialer, cold email automation, and sales enablement tools, you'll reach more leads, follow up more often and grow revenue fast. ## What is Close used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Email Tracking](https://www.capterra.com/email-tracking-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Top alternative Featured Overall rating Based on 164 user reviews Reviews sentiment Positive 96% Neutral 2% Negative 2% Starting price $9 Per User, Per Month Free trial available 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?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://close.com/&name=Close) ## 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 4.7 (164) VS. [4.4 (18,784)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $9 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (133) Ease Of Use 4.0 (18,119) Value For Money 4.4 (117) Value For Money 4.0 (12,806) Customer Service 4.5 (115) Customer Service 4.1 (14,037) ## Close alternatives Highest Rated [4.7 (24,116)](https://www.capterra.com/p/135003/Slack/reviews/) Starting price $8.75 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.3 (6,977)](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 [4.2 (991)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.5 (501)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/132667/Close-io/alternatives/) ## FAQs about Close Overview ### What problems does Close solve? Close solves scattered lead data, manual activity logging, slow outbound workflows, and inconsistent follow-up by combining calling, email, SMS, tasks, and search-based segmentation in one CRM. Sales reps, SDRs, account managers, recruiters, and small revenue teams use it to track pipeline activity, prioritize leads, and maintain shared visibility across customer conversations. Answer based on 141 reviews Overview ### Which roles and teams benefit most from Close? Close is most used by sales teams, business development leaders, and founders who need a fast CRM for outreach, pipeline tracking, and follow-up. Account executives and sales managers use it to manage deals and communication, while executives and operations leaders rely on it for visibility into revenue activity and team performance. Answer based on 123 reviews Overview ### What company size and industries is Close built for? Close is built for small sales teams, with 92% of reviewers from small businesses and Computer Software leading at 22%. It also serves midsize companies at 5% and enterprises at 3%, with additional concentration in Marketing and Advertising and Internet, each representing 10% of reviewers. Answer based on 164 reviews Features and Usability ### What are the key features of Close? Close includes core sales CRM features like lead management, pipeline tracking, and contact history, plus built-in email and call integration with auto-dialer, call logging, and SMS messaging. Differentiating capabilities include Smart Views for segmented lead lists, workflows for follow-ups, bulk email, custom fields, and real-time sales reporting. Answer based on 75 reviews Pricing ### How much does it cost and what fees or limitations are included? Close starts at $9/user/month for Solo, with Essentials at 35, Growth at 99, and Scale at 139 per user monthly. A free trial is available. Reviewers often call it pricey, especially per seat, calling, and higher-tier upgrades, though some describe the costs as transparent and reasonable for smaller teams. Answer based on 46 reviews Integrations ### Which third-party tools and platforms does Close integrate with? Close integrates with Salesforce Sales Cloud and OnceHub, based on reviewer-confirmed use for lead management and appointment scheduling. It also supports over 80 integrations, including Calendly, ActiveCampaign, Airtable, Asana, DocuSign, and Customer.io, covering scheduling, marketing automation, document workflows, and project tracking. Answer based on 14 reviews Getting Started and Support ### How easy is it to onboard and train a team on Close? Close is quick to onboard for most sales teams, with many reviewers describing the interface as intuitive and requiring little training. Training is available through in-person sessions, live online sessions, webinars, videos, and documentation. Reps usually ramp fast, while admins and users learning advanced features may need more time. Answer based on 14 reviews Getting Started and Support ### What customer support options does Close offer, and how do users rate the experience? Close offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as responsive, personal, and effective, with fast replies and helpful guidance during setup or technical issues. Some reviewers report occasional delays getting account-related help, but overall the support experience is rated positively. Answer based on 45 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Lead Management 4.3 (19) 57.89% of 19 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 Contact Management 4.3 (16) 50.00% of 16 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Sales Pipeline Management 4.2 (13) 69.23% of 13 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Reporting/Analytics 3.7 (10) 60.00% of 10 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Contact Database 4.0 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Email Management 4.9 (7) 42.86% of 7 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Close 164 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Software program that continuously adjusts its behavior based on observed data Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Schedule appointments via a calendar Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention System that automatically dials calls Distribute/route/connect calls Dials outbound calls automatically Software's ability to perform similar action on multiple similar files simultaneously Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Facilitate virtual conferences that connect multiple people remotely Manage and track all past and future calls. Collects essential call data such as call origin, call destination, call length, and other transaction details Listen to live phone conversations for the purpose of training and assessing agent performance Place callers on hold sorted in line based on the order of the incoming calls until the next available agent can pick up the call Record the audio of phone conversations for quality assurance purposes Track and report on all incoming and outgoing calls Sends voice calls to a specific queue based on predetermined criteria Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Measure campaign influence through collection of keyword tracking and revenue sources Voice conversion to text Transfers live calls to other agents Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call. Identify the number and contact information of a caller before answering the phone Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Group campaigns by project, client, or campaign for better management. Shortcuts for inputting frequently used messages Manage various distribution channels, build relations with channel partners, and track their performance Track the amount of clicks on individual products to measure campaign results Manage contact details and communication with clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Tracking, calculating, and paying commissions and earnings to employees Manage and track all internal and external communication conducted via calls, email, text, or chat Computer-telephony integration is the use of computers to manage telephone calls Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Distributing content through various platforms or channels Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Track, store, and access client contracts or licenses Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems A collection of customer information such as contact details, demographics, previous interactions, etc. Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics The process of entering information or updating records in a computer system or database Import and export data to and from software applications Protect sensitive data for digital privacy Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Graphical representation of data Defines specific deal parameters to negotiate and secure deals Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Ability to oversee and optimize the operations of a mail server Set up automated email sequences to streamline outreach and engage leads/contacts Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Manage or track sales completed by field teams/employees Create, save, and store files Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Intended to be used by insurers Operate/access software on iPad Devices Operate/access software on Mac Devices For realtors, real estate investors, property managers, and other real estate professionals. Caters to sales teams Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Organize, prioritize, and manage incoming communications Track interaction history by documenting conversations for contacts Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Manually or automatically assign leads to sales reps Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Real-time alerts or notifications that inform teams about new leads or prospects Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Boards that use custom metrics to show how leading performers compare to other individuals/teams Manage contacts across multiple mailing lists Automate workflows and trigger campaigns based on customer actions Manage the process of planning and scheduling meetings, including agenda creation Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service Record the audio of phone conversations for quality assurance purposes Transmit voice and other information digitally Track all opportunities for potential sales and convert them into recurring revenue Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. System automatically dials the next number on the contact list after the previous call ends System calls multiple numbers at once and connects the agent to the first number that answers Arrange tasks based on the level of priority or urgency Tools designed to streamline the process of lead generation and management for sales teams Monitor wait time and abandonment for incoming requests that have not been routed Analyze and gain insights into data in real-time Receive data and information in real time Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Record live video calls to play later Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Planning and managing of resources and procedures to mitigate the impact of events and incidents Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan daily routes to optimize employee scheduling and provide directions Define, track, and/or automate sales activities and sales processes Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Share contacts with other applications like Gmail and CRM Add and maintain centralized email signature(s) across an organization Allow users to access multiple services after entering their login credentials once Send messages via SMS Identify a list of target accounts that marketers want to turn into customers Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration Connect with meeting participants remotely over video Interact with data visualization elements, such as charts and graphs, to drill down into data Computer-based system that allows users to send and receive voice messages Web form that allows users to enter data that is sent and processed for different reasons SaaS, web-based, online deployment Streamlining repetitive tasks and activities through automated and predefined workflows Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.3 (90) 4.3 Based on 90 reviews ## Pricing Value for money 4.4 (117) Free Trial [View pricing plan details](https://www.capterra.com/p/132667/Close-io/pricing/) Solo $9.00 Per User,Per Month It includes: - Limited to 1 user - Store 10,000 leads - Forms - Pipeline - Centralized inbox & task lists - Built-in calling + SMS - AI Enrich - 2-way email sync - Calendar sync - Activity reports - Email support Essentials $35.00 Per User,Per Month It includes: - Unlimited leads + contacts - Multiple pipelines - Advanced lead & activity filters - Forms - Built-in calling + SMS - Centralized inbox & task lists - AI Enrich - 2-way email sync - Email support - Calendar sync - Activity reports Growth $99.00 Per User,Per Month It includes: - Power Dialer - Sales Leaderboard - Unlimited leads + contacts - Multiple pipelines - Advanced lead & activity filters - Forms - Built-in calling + SMS - Centralized inbox & task lists - Workflows - AI Email Assistant - Custom Activities - AI Enrich - 2-way email sync - Email support - Calendar sync - Activity reports - Send bulk email Scale $139.00 Per User,Per Month It includes: - Comparison Reports - Custom Reporting Graphs (Explorer) - Voicemail Drop - Unlimited leads + contacts - Built-in calling + SMS - Multiple pipelines - Advanced lead & activity filters - Forms - Centralized inbox & task lists - Workflows - Power Dialer - AI Email Assistant - Custom Activities - Role-based access & permissions - Lead visibility rules - Predictive Dialer - Unlimited call recording - Send bulk email - AI Enrich - 2-way email sync - Email support - Calendar sync - Activity reports Value for money 4.4 (117) 4.4 Based on 117 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ Docusign](https://www.capterra.com/p/121506/Docusign/) 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 4.5 (115) 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 4.5 (115) 4.5 Based on 115 reviews ## User reviews Overall rating 4.7 Based on 164 reviews Filter by rating 5(121) 4(37) 3(3) 2(0) 1(3) Mentioned topic Sorted by most recent AU Anonymous User Sales Team Lead Computer Software ### "A Powerful Start-Up CRM We're Slowly Outgrowing" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 25, 2026 It's been generally positive. Their support is reasonably good (though we have to sometimes take extra time to be escalated when we have clear issues that require it), their UI is easy to learn, and their activity tracking and search tools are very helpful. While we have our gripes with them, and may "age out" of our fit with them as we scale, they have helped us a lot as a startup. Pros As a CRM, it's solid in many of the areas that count. Particularly for smaller companies, I think it offers a decent value for the cost. Its UI is user-friendly and easy to learn compared to many other CRMs, with colored icons and buttons generally in obvious places. It also has very powerful search functionality, which we used to drive a lot of automation and reporting for sales and service managers, first through Zapier and now through Close itself as well as they build out more internal automation triggers. They handle lead pages with lots of activities and notes really well, allowing you to filter down by activity, customer, employee, timeframe, or text searching. The AI summary at the top of the page can also be useful to get an overall picture. Cons The reporting functionality leaves a lot to be desired. It's easy to pull slices of data through the search tool, but hard to compare those against each other or look at change over time. Many of the reports they do have around things like Opportunity pipelines aren't customizable enough to be useful (for example, you can only look at time for opportunities to move to the exact next stage in the pipeline, so any that skip a step or move backwards don't report properly and can't be filtered for), and there's no good workaround we've been able to find. They also have one limit that hurts automated workflows: you can only trigger them on a small subset of what their search tool allows you to look for. We are forced to still use Zapier in many cases, because there we can use the search results themselves as a trigger. I spoke with their product team years ago asking for workflows to trigger off of search results matching for a lead, but they've seemed to prioritize AI features and other updates instead. We'd save potentially hundreds per month if we had that one feature. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MA Mehmet Ali T. Business Development Manager Program Development ### "Efficient and User-Friendly CRM for Sales Teams" 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 9/10 July 8, 2025 Very useful and easy to use. Close offers a streamlined experience tailored for sales teams, with intuitive features that enhance productivity. From the dashboard to communication tools, everything is designed to be accessible and efficient. It has definitely helped us stay organized and focused on closing deals faster. Pros The dashboard is very useful and practical. It gives a clear, real-time overview of all sales activities, making it easy to prioritize follow-ups and track progress at a glance. I especially appreciate how intuitive the interface is even new team members can get up to speed quick Cons The trial period felt a bit short, especially for teams that are evaluating multiple tools and need time to fully explore all the features. A slightly longer trial would be great Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) We switched from Pipedrive to Close primarily for its all-in-one communication features Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IM Ilan M. Marketing Manager Internet ### "Good and easy CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 26, 2025 Good experience so far. Everything seems to be working as it should Pros Easy to use and intuitive platform with good features Cons We just started a few months ago, so nothing negative yet 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. Dr. Brijendra C. Founder Information Technology and Services ### "You really need to try CLOSE CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 8, 2025 Amazing CRM products, especially for startups Pros Easy to use interface and very clean UI, amazing roadmap too, they do support under MS for startup program, this include call the customer features. Cons Features sets are lacking, however they have a strong product roadmap, which helps to stick with the software Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) It was included in MS for startupp pprogram 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. AJ Abraham J. Sales Manager Information Technology and Services ### "The Best Features as a CRM Soluiton " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 19, 2024 Pros I like the sales forecasting features. In addition, with amazing CRM features and has handled email management features. The call recording features has worked really well. Cons I have nod had any bad experiences using Close Switched from [Front](https://www.capterra.com/p/132901/Front/) [Gmelius](https://www.capterra.com/p/172417/Gmelius/) [Hiver](https://www.capterra.com/p/142975/Hiver/) [Superhuman](https://www.capterra.com/p/199278/Superhuman/) 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. JL Jonathan L. Insurance Agent Insurance ### "Exceptional if it fits your business model, meh if it does not" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 20, 2024 Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model. Lead management and the sales pipeline management were incredibly easy to get into however. Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was fantastic. The 'workflows' or automations on sending out follow ups on schedule and utilizing templates is also something awesome only found on CRMs that cost 4x as much; that's a great deal. However, as noted above, they didn't have retail business models in mind or maybe they don't have enough context. 1) There's no call history - Yes, their guide or protocol is to 'add as a lead' when a call comes in, but that's only DURING the call. So if a new lead calls in to your agency/store, and if the call ends and the lead isn't added, then the call's number/history is lost in the ether. If you've ever onboarded new employees, you know procedures like this won't be followed all the time. 2) There's no way to set business hours/voicemail-forward - I work past business hours to get extra admin work done; of course customers don't always look up business hours before calling and suddenly I have to listen to the ring tone for 30 seconds or pick up. 3) Big emphasis on 'Companies' as leads/customers vs Individuals - So on lead profiles, you can set an address, yes. But after setting the address, city, state, zip code, you can only see the city and state on the lead's profile (probably because of its intended use for B2B sales), but in a B2C context, it's vastly more helpful to see the full address for us. You can argue you can create custom fields, but it seems like a easy fix to just let users choose which address details are visible in that proper spot. This is just one example, there's also not really much functionality for MAINTAINING/RETENTION of clients after the sales aspect. Again, emphasis towards saas sales where the use-case is getting the sale and then passing off the client to another department; whereas in retail or agency use, we have to maintain that relationship or make product/service changes. All in all, incredibly useful focus on the outbound sales aspect, if your business model fits or if you want a dedicated sales CRM for a sales team. However, retail businesses, B2C, or in my case, insurance agencies, will need something more well-rounded. Pros What I liked about Close was the consolidation of tools into one CRM. The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box. Cons Phone features are underdeveloped or possibly intentionally barebone. Switched from [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) My team was a bit lost with all the different tools and platforms we were using, Close CRM seemed like the silver bullet. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 22, 2024 We appreciate your thorough review of Close, Jonathan. I've passed this feedback to our product team -- with an extra emphasis on the calling feature feedback. ND Nils D. CRO Computer Software ### "Great sales CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 22, 2023 Pros Close is great if you're looking for a sales-focused CRM. Cons Not much, there are a few features which seem to be missing but nothing major. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 22, 2024 Thanks for reviewing Close, Nils! CF Chase F. Consultant E-Learning ### "User friendly " 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 August 30, 2023 Close has made my day to day task easier than ever and allowed me to be efficient with clients Pros I like how organized close is. And How efficient it is when sending quick texts Cons Truthfully there isn't anything I like least about it. I've used other CRM's and they were trash. Close has always been userfriendly and the Ux Ui is simple Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 22, 2024 Thank you for reviewing Close, Chase! JM Joao M. Talent Acquisition Staffing and Recruiting ### "Perfect Apllication" 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 August 30, 2023 I am a recent user but I found it as a super interactive application and easy to manage it Pros Very simple and fast. It is a light application Cons Right at this moment I still have found nothing bad to say about it Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 22, 2024 We appreciate your review of Close, João! JS Justin S. Insurance Broker Insurance ### "Great CRM" 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 August 30, 2023 Effective communication lies at the heart of successful sales endeavors. Close CRM offers a seamless platform for communication through various channels, including email, calls, and SMS. Pros Close CRM's user interface is a testament to user-centric design. Navigating through the platform is effortless, enabling sales teams to focus on what truly matters Cons I do just wish that there was more of a build in terms of on going policy management through the CRM Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor January 22, 2024 Thanks for reviewing Close, Justin! [View all Reviews](https://www.capterra.com/p/132667/Close-io/reviews/) ## 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. 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