# Close Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Close Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Close Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/132667/Close-io --- # Close Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 17, 2025 Written byBarkha Bali Barkha Bali Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra so... [See bio & all articles](https://www.capterra.com/resources/author/bbali/) Content Writer Edited byMehar Luthra Mehar Luthra Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade... [See bio & all articles](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Written by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) Content Writer Barkha Bali is a writer at Capterra. She provides insights to help small and midsize businesses identify the right software for their needs by analyzing more than 550,000 Capterra user reviews and nearly 48,000 interactions between Capterra software advisors and buyers. Edited by [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade in the editorial space, having served as a content writer, editor, editorial head, and now as a team lead. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Close Close Overview: ### Key takeaways Insights from verified Capterra reviews Close helps small businesses manage sales pipelines, automate outreach, and centralize communication. It’s most used by sales-led teams in IT services and the insurance sector. Reviewers highlight its clean interface and automation tools. However, limited support for business-to-consumer (B2C) workflows is a drawback. New AI summaries and call-based workflow triggers improve speed and visibility. ### Our verdict It suits sales teams that value speed, automation, and centralized communication. Its interface and workflow tools support fast execution, but teams should weigh its limited B2C flexibility and short trial period against the benefits. For small and midsize businesses (SMBs) focused on outbound sales, its tiered pricing and evolving feature set offer a practical path to scale. 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 (18,770)](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 (18,105) Value For Money 4.4 (117) Value For Money 4.0 (12,793) Customer Service 4.5 (115) Customer Service 4.1 (14,024) ## Close alternatives While Close supports fast-paced sales workflows, teams needing broader client retention tools, more flexible call handling, or simpler onboarding for non-sales roles may want to explore other solutions. Highest Rated [4.7 (24,065)](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 (6,968)](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 (986)](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 (498)](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/) ## Close's interface The interface offers speed and clarity, with a layout that supports quick navigation across sales activities. Reviewers highlight its clean design and intuitive dashboard, which helps teams prioritize follow-ups and manage leads without friction. Some users say filter logic takes time to master. 2+ Barkha Bali Content Writer Reviewers consistently point to Close’s dashboard as a practical anchor for daily sales work, offering real-time visibility into tasks and outreach. The ability to log calls, emails, and notes directly within lead profiles streamlines workflows and reduces toggling between tools. Ease of Use 4.6 (133) 4.6 Based on 133 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Close’s highest-rated features work together to streamline sales execution. The interface, automation, and integration tools reduce friction across daily workflows, helping teams stay responsive, organized, and focused on closing deals faster. Features 4.3 (90) 4.3 Based on 90 reviews The Close features below were rated the highest by reviewers. Our commentary is based on reviewer sentiment and collective feedback from all published reviews. Ease of use 5.0 (20) 20 reviewers rated this feature Enables fast onboarding and daily use without training overhead. The interface is consistently described as simple to navigate, with workflows that support quick lead updates and task tracking. API 5.0 (11) 11 reviewers rated this feature Supports seamless integration with external tools and custom workflows. Feedback highlights its reliability and flexibility for syncing data across platforms, especially for organizations using phone plug-ins or external analytics. User interface 4.9 (19) 19 reviewers rated this feature Offers a clean layout that helps maintain focus on sales tasks. Many note the dashboard’s clarity and how it reduces toggling between tabs, making it easier to manage outreach and follow-ups. Sales 4.9 (46) 46 reviewers rated this feature Centralizes lead management, outreach, and pipeline tracking. It simplifies sales workflows by consolidating calls, emails, and notes into one view, helping teams stay organized and responsive. Opportunity management 4.9 (12) 12 reviewers rated this feature Helps track deal stages and follow-ups with minimal manual input. Reviewers value the automation features and visibility into sales progress, which support better forecasting and prioritization. Automated workflows 0 reviewers rated this feature Enables teams to set up multi-step sequences for follow-ups, reminders, and lead progression. These workflows reduce manual effort and ensure consistent outreach, helping sales reps stay on track with minimal oversight. Predictive dialer 0 reviewers rated this feature Automatically connects reps to leads with minimal delay, skipping unanswered calls and voicemails. This feature improves call efficiency and helps teams maximize talk time during outbound campaigns. AI email assistant 0 reviewers rated this feature Suggests email content and follow-up timing based on lead activity. It helps reps personalize outreach faster and maintain momentum across multiple conversations without losing context. Role-based access and permissions 0 reviewers rated this feature Allows admins to control who sees and edits specific data. This supports compliance and team segmentation, ensuring that sensitive information is only accessible to relevant users. AI lead summaries 0 reviewers rated this feature Automatically generates a concise overview of recent activity for each lead, helping reps prep faster for calls and meetings without scanning long threads. Call event workflow triggers 0 reviewers rated this feature Enables workflows to launch based on specific call outcomes, allowing teams to automate follow-ups, assign leads, or update fields using call context. Pinned notes and custom activities 0 reviewers rated this feature Lets users pin key updates or context to the top of a lead’s activity feed, making it easier to surface deal-critical information for teammates. Inbox prioritization tools 0 reviewers rated this feature Adds filters, hover previews, and lead status colors to the inbox, helping reps focus on high-value leads and reduce time spent on low-priority items. All key features (173) Dashboard to view the status of ongoing processes, identify current incidents and track past activities 50.00% of 2 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0% of 0 reviewers... Suggests email content and follow-up timing based on lead activity. It helps reps personalize outreach faster and maintain momentum across multiple conversations without losing context. 0 reviewers rated this feature Automatically generates a concise overview of recent activity for each lead, helping reps prep faster for calls and meetings without scanning long threads. 0 reviewers rated this feature Software program that continuously adjusts its behavior based on observed data 0% of 0 reviewers... Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 0% of 0 reviewers... Supports seamless integration with external tools and custom workflows. Feedback highlights its reliability and flexibility for syncing data across platforms, especially for organizations using phone plug-ins or external analytics. 11 reviewers rated this feature Schedule appointments via a calendar 0% of 0 reviewers... Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention 0% of 0 reviewers... System that automatically dials calls 0% of 0 reviewers... Enables teams to set up multi-step sequences for follow-ups, reminders, and lead progression. These workflows reduce manual effort and ensure consistent outreach, helping sales reps stay on track with minimal oversight. 0 reviewers rated this feature Distribute/route/connect calls 0% of 0 reviewers... Dials outbound calls automatically 0% of 0 reviewers... Software's ability to perform similar action on multiple similar files simultaneously 0% of 0 reviewers... Track and manage schedules and meetings via an integrated calendar 0% of 0 reviewers... Synchronize with other calendars to view mutual availability and schedules 0% of 0 reviewers... Notifications/alerts for upcoming events or tasks 16.67% of 6 reviewers that rated this feature as important or highly important Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. 0% of 0 reviewers... Facilitate virtual conferences that connect multiple people remotely 0% of 0 reviewers... Enables workflows to launch based on specific call outcomes, allowing teams to automate follow-ups, assign leads, or update fields using call context. 0 reviewers rated this feature Manage and track all past and future calls. 0% of 0 reviewers... Collects essential call data such as call origin, call destination, call length, and other transaction details 0% of 0 reviewers... Listen to live phone conversations for the purpose of training and assessing agent performance 0% of 0 reviewers... 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 0% of 0 reviewers... Record the audio of phone conversations for quality assurance purposes 100.00% of 2 reviewers that rated this feature as important or highly important Track and report on all incoming and outgoing calls 0% of 0 reviewers... Sends voice calls to a specific queue based on predetermined criteria 0% of 0 reviewers... Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number 0% of 0 reviewers... Measure campaign influence through collection of keyword tracking and revenue sources 0% of 0 reviewers... Voice conversion to text 0% of 0 reviewers... Transfers live calls to other agents 0% of 0 reviewers... Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call. 0% of 0 reviewers... Identify the number and contact information of a caller before answering the phone 0% of 0 reviewers... Track and interpret campaign performance metrics 0% of 0 reviewers... Create a collection of marketing actions to complete specific goals and plan and analyze campaign results 50.00% of 2 reviewers that rated this feature as important or highly important Shortcuts for inputting frequently used messages 0% of 0 reviewers... Manage various distribution channels, build relations with channel partners, and track their performance 0% of 0 reviewers... Track the amount of clicks on individual products to measure campaign results 0% of 0 reviewers... Manage contact details and communication with clients 100.00% of 2 reviewers that rated this feature as important or highly important Provides a channel for team members to share media files, communicate, and work together 0.00% of 1 reviewers that rated this feature as important or highly important Leave comments and notes on documents for others to view 0% of 0 reviewers... Tracking, calculating, and paying commissions and earnings to employees 0% of 0 reviewers... Manage and track all internal and external communication conducted via calls, email, text, or chat 0% of 0 reviewers... Computer-telephony integration is the use of computers to manage telephone calls 0% of 0 reviewers... Configure existing workflows to meet your organization's needs 0% of 0 reviewers... Centralized database of stakeholders and their contact information such as names, address, phone number etc. 75.00% of 8 reviewers that rated this feature as important or highly important Manage, organize, and store contact information 50.00% of 16 reviewers that rated this feature as important or highly important Distributing content through various platforms or channels 0% of 0 reviewers... Centralized repository to store content and assets 0% of 0 reviewers... Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving 0% of 0 reviewers... Track, store, and access client contracts or licenses 0% of 0 reviewers... Recording, transcription, and analysis of sales calls for the purpose of training and generating insights 0% of 0 reviewers... Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 75.00% of 4 reviewers that rated this feature as important or highly important Integration with third-party CRM systems 0% of 0 reviewers... A collection of customer information such as contact details, demographics, previous interactions, etc. 100.00% of 2 reviewers that rated this feature as important or highly important Process of dividing customers into groups based on common characteristics 0.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding 50.00% of 2 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases 66.67% of 3 reviewers that rated this feature as important or highly important Alter the layout and content of reports 0% of 0 reviewers... Pre-designed layouts that can be customized to match preferences and requirements 100.00% of 2 reviewers that rated this feature as important or highly important Assembly of graphs and charts for visualizing and tracking statistics/metrics 0% of 0 reviewers... The process of entering information or updating records in a computer system or database 0% of 0 reviewers... Import and export data to and from software applications 0.00% of 1 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 0% of 0 reviewers... Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency 0% of 0 reviewers... Graphical representation of data 0% of 0 reviewers... Defines specific deal parameters to negotiate and secure deals 0% of 0 reviewers... Store, manage, and track all electronic documents in a centralized location 0% of 0 reviewers... Store and organize documents in a centralized system 0% of 0 reviewers... Assemble applications and processes by dragging over and arranging pre-built components 0% of 0 reviewers... Send automated marketing emails based on user actions over a predetermined period 100.00% of 1 reviewers that rated this feature as important or highly important Enables fast onboarding and daily use without training overhead. The interface is consistently described as simple to navigate, with workflows that support quick lead updates and task tracking. 20 reviewers rated this feature Manage, store and organize emails within the system or via third-party apps 42.86% of 7 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns 14.29% of 7 reviewers that rated this feature as important or highly important Ability to oversee and optimize the operations of a mail server 0% of 0 reviewers... Set up automated email sequences to streamline outreach and engage leads/contacts 0% of 0 reviewers... Pre-made examples and templates for emails 0% of 0 reviewers... Track delivered, received, and opened emails 0% of 0 reviewers... Tracks metrics that provide insight into how a user interacts with any interface or product 0% of 0 reviewers... Manage or track sales completed by field teams/employees 0% of 0 reviewers... Create, save, and store files 0% of 0 reviewers... Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. 0% of 0 reviewers... Intended to be used by insurers 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... Operate/access software on Mac Devices 0% of 0 reviewers... For realtors, real estate investors, property managers, and other real estate professionals. 0% of 0 reviewers... Caters to sales teams 0% of 0 reviewers... Designed for small businesses 0% of 0 reviewers... Primarily serving startup companies 0% of 0 reviewers... Form predictions based on past and present data/trends 33.33% of 3 reviewers that rated this feature as important or highly important Organize, prioritize, and manage incoming communications 0% of 0 reviewers... Adds filters, hover previews, and lead status colors to the inbox, helping reps focus on high-value leads and reduce time spent on low-priority items. 0 reviewers rated this feature Track interaction history by documenting conversations for contacts 40.00% of 5 reviewers that rated this feature as important or highly important Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response 0% of 0 reviewers... Manually or automatically assign leads to sales reps 0% of 0 reviewers... Automatically identify and save contact information of potential customers 100.00% of 5 reviewers that rated this feature as important or highly important Route and distribute your leads to third party buyers 0% of 0 reviewers... Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels 0% of 0 reviewers... Manage the process of attracting and converting business prospects into leads 0% of 0 reviewers... Store information about leads or contacts and track, manage and nurture them throughout the sales process 57.89% of 19 reviewers that rated this feature as important or highly important Real-time alerts or notifications that inform teams about new leads or prospects 100.00% of 1 reviewers that rated this feature as important or highly important Engage with a lead throughout the sales process by actively providing information 0% of 0 reviewers... Score a lead on their quality or likelihood to buy based on certain behaviors 0% of 0 reviewers... Score a lead based on quality or likelihood to buy/convert based on predetermined criteria 0% of 0 reviewers... Divide leads into buckets based on predefined criteria and routing rules 0% of 0 reviewers... Boards that use custom metrics to show how leading performers compare to other individuals/teams 0% of 0 reviewers... Manage contacts across multiple mailing lists 0% of 0 reviewers... Automate workflows and trigger campaigns based on customer actions 50.00% of 6 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation 0% of 0 reviewers... Access software remotely via mobile devices 0% of 0 reviewers... Access the system via a mobile application 0% of 0 reviewers... Observe and track the demand, usage, progress or quality of a system, product, or user 0% of 0 reviewers... Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 0% of 0 reviewers... Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service 0% of 0 reviewers... Record the audio of phone conversations for quality assurance purposes 0% of 0 reviewers... Transmit voice and other information digitally 0% of 0 reviewers... Helps track deal stages and follow-ups with minimal manual input. Reviewers value the automation features and visibility into sales progress, which support better forecasting and prioritization. 12 reviewers rated this feature Organize and manage the accomplishments and development of employees or performance of applications or systems 0% of 0 reviewers... A set of indicators that tracks the performance of networks, applications, systems, teams, etc. 200.00% of 1 reviewers that rated this feature as important or highly important Adjust communications based on previous interactions or personal preferences 0% of 0 reviewers... Lets users pin key updates or context to the top of a lead’s activity feed, making it easier to surface deal-critical information for teammates. 0 reviewers rated this feature Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. 75.00% of 4 reviewers that rated this feature as important or highly important Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. 0% of 0 reviewers... System automatically dials the next number on the contact list after the previous call ends 0% of 0 reviewers... Automatically connects reps to leads with minimal delay, skipping unanswered calls and voicemails. This feature improves call efficiency and helps teams maximize talk time during outbound campaigns. 0 reviewers rated this feature Arrange tasks based on the level of priority or urgency 0% of 0 reviewers... Streamlining repetitive tasks and activities through automated and predefined workflows 0.00% of 1 reviewers that rated this feature as important or highly important Tools designed to streamline the process of lead generation and management for sales teams 0% of 0 reviewers... Monitor wait time and abandonment for incoming requests that have not been routed 0% of 0 reviewers... Analyze and gain insights into data in real-time 0% of 0 reviewers... Receive data and information in real time 0% of 0 reviewers... Active monitoring of systems, applications, or networks 0% of 0 reviewers... Notifications that are delivered to users as soon as an event occurs 100.00% of 1 reviewers that rated this feature as important or highly important Active reporting of data and metrics 0% of 0 reviewers... Record live video calls to play later 0% of 0 reviewers... Log and store the source of contacts/leads 0.00% of 2 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 0% of 0 reviewers... Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 0% of 0 reviewers... View and track pertinent metrics to find patterns and gain insights from data 60.00% of 10 reviewers that rated this feature as important or highly important Planning and managing of resources and procedures to mitigate the impact of events and incidents 0% of 0 reviewers... Monitor conversion rates and analyze effectiveness and profitability of marketing efforts 0% of 0 reviewers... Allows admins to control who sees and edits specific data. This supports compliance and team segmentation, ensuring that sensitive information is only accessible to relevant users. 0 reviewers rated this feature Set & manage permission levels based on user roles and restrict access to only authorized individuals 0% of 0 reviewers... Plan daily routes to optimize employee scheduling and provide directions 0% of 0 reviewers... Centralizes lead management, outreach, and pipeline tracking. It simplifies sales workflows by consolidating calls, emails, and notes into one view, helping teams stay organized and responsive. 46 reviewers rated this feature Define, track, and/or automate sales activities and sales processes 0% of 0 reviewers... Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. 0% of 0 reviewers... Pipeline view and tracking lead status 69.23% of 13 reviewers that rated this feature as important or highly important Reports specific to sales analysis for trends and strategies 0% of 0 reviewers... Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. 0% of 0 reviewers... Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 33.33% of 3 reviewers that rated this feature as important or highly important Group leads or contacts based on their specific characteristics 50.00% of 2 reviewers that rated this feature as important or highly important Online portal through which end users can access the system, manage tasks, or obtain information 0% of 0 reviewers... Share contacts with other applications like Gmail and CRM 0% of 0 reviewers... Add and maintain centralized email signature(s) across an organization 0% of 0 reviewers... Allow users to access multiple services after entering their login credentials once 0% of 0 reviewers... Send messages via SMS 0% of 0 reviewers... Identify a list of target accounts that marketers want to turn into customers 0% of 0 reviewers... Create, manage and track all task activities and progression 66.67% of 3 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks 0% of 0 reviewers... Create, save, and re-purpose templates for emails, forms, etc. 0% of 0 reviewers... Sample files or documents that could be customized as needed or used as is 0% of 0 reviewers... Organize customer data and accounts by user or geography 0.00% of 2 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 0.00% of 2 reviewers that rated this feature as important or highly important Consolidate and integrate communication tools as one platform or entity to enhance business communication and collaboration 0% of 0 reviewers... Offers a clean layout that helps maintain focus on sales tasks. Many note the dashboard’s clarity and how it reduces toggling between tabs, making it easier to manage outreach and follow-ups. 19 reviewers rated this feature Connect with meeting participants remotely over video 0% of 0 reviewers... Interact with data visualization elements, such as charts and graphs, to drill down into data 0% of 0 reviewers... Computer-based system that allows users to send and receive voice messages 0% of 0 reviewers... Web form that allows users to enter data that is sent and processed for different reasons 0% of 0 reviewers... SaaS, web-based, online deployment 0% of 0 reviewers... Create, design and manage workflows for repetitive tasks 25.00% of 4 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Barkha Bali Content Writer Close’s highest-rated features work together to streamline sales execution. The interface, automation, and integration tools reduce friction across daily workflows, helping teams stay responsive, organized, and focused on closing deals faster. Features 4.3 (90) 4.3 Based on 90 reviews ## Pricing Value for money 4.4 (117) Close’s Solo plan starts at $9 per seat, per month (billed annually) and $19 when billed monthly. This is lower than the average SMB CRM budget of $74 per user, per month. Pricing scales by tier, with advanced features like automation and AI tools available in higher plans. No seat minimums apply. 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 Close connects with a wide range of tools across communication, scheduling, marketing, and analytics. These integrations, offered through a mix of native and third-party links, help unify workflows and reduce manual updates across teams. Popular 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/) Barkha Bali Content Writer Connecting Close with scheduling, email, and analytics tools helps your sales lead reduce toggling, automate follow-ups, and keep lead data current, without relying on manual entry or fragmented systems. 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/) ## FAQs Yes. Close offers a 14-day free trial across all plans. No credit card is required to start, and users get access to core CRM features, including email, calling, and SMS tools. Close supports over 100 integrations across scheduling, email, analytics, and marketing. These include native connections and third-party tools via Zapier, Make, and API keys. Yes. Call recording is available on all plans, while transcription and AI summaries are offered as add-ons. These features help teams review conversations and extract action items. Yes. Close offers a Solo plan at $9 per month, designed for individuals managing leads and pipelines. It includes core CRM tools but excludes workflows and advanced automation. Yes. Users can create and reuse email templates, automate follow-ups, and personalize outreach using tags. These tools are available starting with the Growth plan. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Close’s own online content in September 2025, including the product's website and its social media channels. ## Related reading ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [5 Top-Rated CRM Software for Small Businesses](https://www.capterra.com/resources/crm-software-for-small-business/) Published October 29, 2024 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) ### [How To Scale Your Customer Service Operations: A CX Pro’s Roadmap](https://www.capterra.com/resources/ai-powered-customer-service/) Published August 14, 2024 by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) and [Shep Hyken](https://www.capterra.com/resources/author/shep-hyken-guest-contributor/) ### [Capterra Value Report: A Price Comparison Guide for CRM Software](https://www.capterra.com/resources/CRM-software-pricing-report/) Published March 1, 2024 by [Baljeet Kaur](https://www.capterra.com/resources/author/bkaur/) ### [Improve Customer Data and CRM With Master Data Management](https://www.capterra.com/resources/master-data-management/) Published September 26, 2023 by [Adam Carpenter](https://www.capterra.com/resources/author/acarpenter/) ### [Types of CRM Software to Know Before You Buy](https://www.capterra.com/resources/types-of-crm-software/) Published March 24, 2026 by ### [How To Leverage Your CRM for Better Sales Pipeline Analysis](https://www.capterra.com/resources/sales-pipeline-analysis/) Published August 17, 2023 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) ### [5 Key CRM Software Features And Top Products That Offer Them](https://www.capterra.com/resources/crm-software-features/) Published August 7, 2023 by [Shephalii Kapoor](https://www.capterra.com/resources/author/skapoor/) ### [Customer Data Management in Marketing: What You Need to Know](https://www.capterra.com/resources/data-management-in-marketing/) Published March 15, 2023 by [Gary Froniewski](https://www.capterra.com/resources/author/gfroniewski/) ### [CRM Integration Explained: Meaning, Methods, and System-Level Examples](https://www.capterra.com/resources/crm-integrations-help-your-business/) Published April 6, 2026 by ### [5 Top-Rated Lead Management Software For Small Business](https://www.capterra.com/resources/lead-management-software-for-small-business/) Published July 3, 2024 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) ### [As Support Demand Rises, Technology is Boosting Customer Satisfaction for 63% of U.S. Businesses](https://www.capterra.com/resources/how-technology-helps-to-improve-customer-satisfaction/) Published July 30, 2024 by [Laura Burgess](https://www.capterra.com/resources/author/laura-burgess/) and [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/) Popular comparisons [Salesforce Sales Cloud vs Close](https://www.capterra.com/compare/61368-132667/Salesforce-vs-Close-io)[Slack vs Close](https://www.capterra.com/compare/132667-135003/Close-io-vs-Slack)[Zoho CRM vs Close](https://www.capterra.com/compare/132667-155928/Close-io-vs-Zoho-CRM)[Substrata Q vs Close](https://www.capterra.com/compare/132667-201748/Close-io-vs-SUBSTRATA-SCIP)[Bitrix24 vs Close](https://www.capterra.com/compare/113540-132667/Bitrix24-vs-Close-io)[HubSpot Sales Hub vs Close](https://www.capterra.com/compare/132667-214215/Close-io-vs-HubSpot-SalesHub)[Pipedrive vs Close](https://www.capterra.com/compare/132666-132667/Pipedrive-vs-Close-io) [EngageBay CRM vs Close](https://www.capterra.com/compare/132667-178819/Close-io-vs-EngageBay-Marketing)[Cognism vs Close](https://www.capterra.com/compare/132667-169083/Close-io-vs-Cognism)[Fathom vs Close](https://www.capterra.com/compare/132667-276054/Close-io-vs-Fathom)[Clari Copilot vs Close](https://www.capterra.com/compare/132667-194117/Close-io-vs-Wingman)[Copper vs Close](https://www.capterra.com/compare/132667-141642/Close-io-vs-Copper)[Sage Sales Management vs Close](https://www.capterra.com/compare/132667-153130/Close-io-vs-Forcemanager)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. 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