--- title: "Close Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Close Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/132667/Close-io/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Close Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 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 178 user reviews Reviews sentiment Positive 96% Neutral 2% Negative 2% Starting price $9 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Close?[Manage this product listing](https://www.g2.com/products/close/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Close 4.7 (164) VS. [4.4 (19,024)](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 (18,339) Value For Money 4.4 (117) Value For Money 4.0 (12,970) Customer Service 4.5 (115) Customer Service 4.1 (14,217) ## Close alternatives [4.3 (7,010)](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 [4.5 (506)](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 92% of reviewers rated it above 4 stars [4.2 (1,009)](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 Highest Rated [4.5 (562)](https://www.capterra.com/p/157977/Salesloft/reviews/) Starting price $0.01 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 fragmented outbound sales workflows by centralizing lead records, emails, calls, SMS, notes, and tasks in one communication timeline. Automated follow-up sequences, smart lead segmentation, call logging, and reminders help inside sales teams, SDRs, startup sales reps, and managers prevent missed follow-ups, reduce manual data entry, and monitor activity. Answer based on 142 reviews Overview ### Which roles and teams benefit most from Close? Close is most used by sales leaders, account executives, and business development teams to manage leads, calls, follow-ups, and deal pipelines. Founders, CEOs, and other executives use it to oversee sales activity and revenue opportunities, while customer success and implementation teams track client communication and handoffs. Answer based on 123 reviews Overview ### What company size and industries is Close built for? Close is built for small- to mid-sized sales teams, with 92% of reviewers from small businesses and Computer Software its top industry at 22%. It fits founders and sales managers handling relationship-driven sales where speed and follow-up discipline matter. Marketing and Advertising and Internet each account for 10% of reviewers. Answer based on 164 reviews Features and Usability ### What are the key features of Close? Close includes core CRM features for lead management, sales pipelines, and real-time activity dashboards. Its most-discussed capabilities combine integrated email, calling, SMS, call recording, and automatic communication logging with Smart Views for filtered lead lists. Workflows, follow-up tasks, templates, and reporting support outbound sales tracking and scheduled outreach. Answer based on 75 reviews Pricing ### How much does it cost and what fees or limitations are included? Close starts at $9 per user/month for Solo, limited to one user and 10,000 leads. Essentials costs 35, Growth 99, and Scale 139 per user/month. A free trial is available. Reviewers often consider it worthwhile, though several describe per-seat pricing, calling costs, and jumps between tiers as expensive for startups or budget-conscious teams. Answer based on 46 reviews Integrations ### Which third-party tools and platforms does Close integrate with? Close integrates with over 20 third-party tools, including Apollo.io, Calendly, Google Workspace, Microsoft Outlook, Microsoft Teams Webinars, LinkedIn Sales Navigator, ChatGPT, and Claude. Its catalog also includes communication, scheduling, sales intelligence, mapping, calling, and payment-related platforms such as Google Meet, Lusha, Badger Maps, CallTools, and ChargeOver. Answer based on 12 reviews Getting Started and Support ### How easy is it to onboard and train a team on Close? Close is straightforward for sales representatives and nontechnical users, who often learn its core workflow with little training. It offers in-person training, live online sessions, webinars, documentation, and videos. Reviewers note that advanced features, search techniques, and some interface flows can take longer for administrators and teams configuring more complex processes. 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, and a Knowledge Base. Users frequently describe support as responsive, helpful, and effective, with some reporting replies within an hour and hands-on issue resolution. A smaller number cite delayed account-management responses, unresolved service concerns, or inconsistent support experiences. Answer based on 45 reviews Email and call integration ### How well does Close integrate email and phone calls? Close centralizes email, calling, SMS, notes, and lead activity in one sales workspace. Sales teams value automatic communication logging, one-click dialing, email templates, bulk outreach, and follow-up workflows. Some users note limits around inbound call history, business-hours routing, email template organization, and tracking undelivered messages or automated responses. Answer based on 75 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Close supports all three features that reviewers identify as most important: **Data Security**, **Customer Database**, and **Real-Time Data**. Together, these capabilities help businesses protect customer information, keep contact records organized and accessible, and work with up-to-date insights, allowing teams to respond faster and manage customer relationships more effectively. 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. Search/Filter 3.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 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 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 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 Close 319 features Send and receive text messages to communicate with clients or prospects in real-time Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Initiates tasks, processes, or system workflows based on interpreted user requests 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 Intuitive interface and user-friendly design which seamlessly integrate with existing workflows Allows the AI agent to learn from interactions and adapt its responses accordingly. Allow users to design the agent's trusted role, tone, and capabilities to suit specific sales workflows A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Uses AI to automate audience targeting, SMS message personalization, and performance optimization. Allows users to generate text based on a text prompt. Condenses long documents or text into a brief summary. Generates and edits text using machine learning Software program that continuously adjusts its behavior based on observed data System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Screen and filter calls that get sent to voicemail inboxes/answering machines Application programming interface that allows for integration with other systems/databases Connect to databases, web services, or APIs for robust data integration Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention System that automatically dials calls Contains automated email functionality to handle lesson, payment, and availability reminders and confirmation Automatically transcribes and summarizes meeting discussions. Automatic reply functionality for incoming messages Sends automated voicemails to prospective clients who fail to answer. Distribute/route/connect calls Dials outbound calls automatically Provides automatic text message replies to recipients Provides automatic URL shortening to use less characters via text Completes tasks independently without constant human intervention Create and automatically send premade copy in response to customer messages Send messages, notifications, or documents to an entire customer base at the same time Software's ability to perform similar action on multiple similar files simultaneously Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Create budgets based on historical data and future projections Provides templates for mass mobile messaging campaigns Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Define and maintain business rules that determine workflow capabilities and criteria Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. A calendar accessible to all residents that displays community activities and meetings, scheduled maintenance, assessment schedules and collections. 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 Allows users to request a call back. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Track and report on call outcomes 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 Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times. 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 Schedule date and time for callbacks/follow-up calls or reminders Provide agents with a typical response for common call subject matter Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry. Highlight specific time marks for annotation and review purposes Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Voice conversion to text Transfers live calls to other agents Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call. Schedules callback times Identify the number and contact information of a caller before answering the phone Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Set campaign schedules by selecting start, pause, and end dates Control the name and number that appears on outbound caller ID Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Communicate using direct chat or messages within the system AI-based platform which conducts a conversation via auditory or textual methods Allow agents to place calls directly from business applications such as CRMs, contact center workforce solutions, or customer websites without having to manually dial numbers. Assign coaches to new employees based on role and experience. Provides a channel for team members to share AI models, media files, communicate, and work together Tracking, calculating, and paying commissions and earnings to employees Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions. Computer-telephony integration is the use of computers to manage telephone calls Manage user consent requests and documents Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Maintains contextual information across interactions to support coherent multi-turn conversations Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses Includes or integrates with content creation apps. Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems Works across multiple software systems or databases Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Access previous interactions or concerns to maintain customer relationships Allows users to automate responses to customer inquiries across various channels. Process of dividing customers into groups based on common characteristics Track customers' activities across social networks and maintain details about their demographics, preferences & more Provide online support for your customers through live chat or help desk functionality Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 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 Create labels for products that contain required information such as colors, sizes, dates, etc. Delivers users a daily summary of activity. Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Combines data from internal sources with disparate data from other internal systems or external sources The process of entering information or updating records in a computer system or database Ability to input, modify, and extract data from the application in bulk through a structured file. Import and export data to and from software applications Ability to handle large datasets Retrieves information from integrated enterprise systems in response to conversational queries Protect sensitive data for digital privacy Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. Provides integration with various drug, imaging, and genomic databases Graphical representation of data Defines specific deal parameters to negotiate and secure deals Makes informed choices based on available data and objectives Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Store, manage, and track all electronic documents in a centralized location Processes documents and extracts relevant information via metadata combing, native application imaging, and domain parsing. 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 Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. Allows for the categorization of emails. Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Syncs information from other software such as contacts, emails and calls to reduce manual data entry. 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 Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Tracks metrics that provide insight into how a user interacts with any interface or product Connects conversational agents with enterprise systems such as CRM, ERP, ITSM, or collaboration tools Predefined actions automatically performed on the occurance of specific events Enables user to communicate data by securely exporting and sharing it. Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Create, save, and store files Allows the AI agent to schedule and automate follow-ups based on prospect engagement. Designed for contact centers. Operate/access software on iPad Devices Operate/access software on Mac Devices Caters to sales teams Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Games or game-like elements to track progress and reward accomplishments Generates an area code local to where the user is calling to increase likelihood of pick-up. Use AI to generate content in the form of text, images, videos, etc. Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. A call center that primarily receives calls, typically customer service focused Inbound contacts are identified and handled based on history. Organize, prioritize, and manage incoming communications Allows the AI agent to learn from interactions and adapt its responses accordingly. Finds and opens saved contact information for reference at the time of a new call. Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Identify which applications need to exchange data and enable these data connections Identifies user intent and maps requests to predefined system actions, queries, or workflows Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Create landing pages or online forms designed to capture new leads and prospects Manually or automatically assign leads to sales reps Automatically identify and save contact information of potential customers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Allows you to follow-up with leads within the app. 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 Engage with a lead throughout the sales process by actively providing information Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 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 Manage contacts across multiple mailing lists Ability to chat online in real time Enable businesses to implement machine learning algorithms on business data such as sales and revenue Contains analysis tools to provide insights on marketing campaign effectiveness. Automate workflows and trigger campaigns based on customer actions Enables analysis of effectiveness of an organizations various marketing activities Send messages to multiple subscribers at the same time Manage the process of planning and scheduling meetings, including agenda creation Personalize text messages using templates and custom fields Sending/receiving messages with multimedia content like images, audio, or video over a cellular network Sends out multimedia via text messages, such as coupons, pictures, and audio Access software remotely via mobile devices Notifications via mobile devices Access the system via a mobile application System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) Observe and track the demand, usage, progress or quality of a system, product, or user Manage multiple campaigns in one system Allows for businesses to run a variety of different campaigns across different channels Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Software incorporates multiple digital communications channels. Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Manage and handle various international currencies Manage and support multiple languages Ability to break down and plan multi-step processes Maintains dialogue continuity across multiple messages to support contextual back-and-forth interactions Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media. Allows users to give natural-language instructions for browser-based tasks. Process and analyze human language in text or audio form Interprets user requests expressed in natural language to identify intent and relevant entities Allows users to take notes during or after the call for future reference. Allow users to create, edit, and sort multiple notes Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel. Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement Generate personalized communications upon request to meet customer needs Records the rate at which emails are opened. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Track all opportunities for potential sales and convert them into recurring revenue Provides insights to determine which deals already in the pipeline have the best chance of closing. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. A call center that primarily makes calls, typically sales focused Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Allows users to track and analyze the effectiveness of automated outbound campaigns. Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. Allows managers/supervisors to evaluate the performance of agents. 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 Allows the AI agent to tailor outreach messages based on customer profiles or past interactions. 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 Set of pre-recorded messages for candidates that can be shared before, during and after the video interview Predict future data based on historical data sets System calls multiple numbers at once and connects the agent to the first number that answers Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently. System provides callee information to agent prior to the call to help determine whether or not to make the call Presents information about the individual being called before the call begins. Arrange tasks based on the level of priority or urgency Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions Allows the AI agent to identify and resolve issues without user intervention. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing. Create proposals based on costs of labor and materials Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics. Tools designed to streamline the process of lead generation and management for sales teams Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Generate quotes or estimates for customers Analyze and gain insights into data in real-time Send and receive messages in real-time via an online communication channel Receive data and information in real time Enables the AI agent to respond instantly to inbound inquiries, improving response times. 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 Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Records calls for future reference. Allows users to denote which contacts they believe are prospective customers. Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health 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 Set & manage permission levels based on user roles and restrict access to only authorized individuals Define, track, and/or automate sales activities and sales processes Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Allows users to automate responses to sales leads across various channels. Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Enables competition between a sales team by providing things like challenges and scoreboards. 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. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Send individual or bulk text messages at predetermined times Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Enforces authentication, authorization, and governance policies for conversational interactions Maintain security, compliance, and data privacy protocols for all interactions Group leads or contacts based on their specific characteristics Categorize emotions expressed and identify if they are positive, negative or neutral Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Allow users to access multiple services after entering their login credentials once Send messages via SMS Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Use your computer as a phone device to make calls over the internet Organizes contacts based on probability of success. Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review. Train your system to interpret and transcribe voice messages Apply statistical/mathematical models to sets of data Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Attach digital tags to documents and assets for identification, search, or monitoring purposes Automatically handle routine, repetitive tasks and processes without the need for manual intervention Provides the AI agent the ability to execute tasks without requiring constant user input. Create, manage and track all task activities and progression 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 Provides the ability to schedule single or bulk text messages to recipients on a specific date and time Turns text into natural sounding speech Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Adjusts responses and available actions based on the user’s identity, role, and system permissions Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. Interact with data visualization elements, such as charts and graphs, to drill down into data Enables users to interact with agents through chat, messaging platforms, or voice commands Computer-based system that allows users to send and receive voice messages SaaS, web-based, online deployment Allows a supervisor to listen to a call and train in real time. Streamlining repetitive tasks and activities through automated and predefined workflows Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. Create, design and manage workflows for repetitive tasks Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. 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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 [ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Typeform](https://www.capterra.com/p/137289/Typeform/)[ Fathom](https://www.capterra.com/p/276054/Fathom/)[ Google Voice](https://www.capterra.com/p/210592/Voice/) 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 178 reviews Filter by rating Counts reflect reviews available in this feed. 5(128) 4(43) 3(4) 2(0) 1(3) Mentioned topic Recent reviews first, then most helpful CT Columbus T. ### "Intuitive Unified Inbox, but Lacks Vacation Rental Integrations" 4.5 November 11, 2026 Close helps us with chaotic, fragmented communication across multiple team members during high-stress peak seasons. Pros I like Close’s multi-channel inbox and shared contact timelines. Having every text exchange, incoming call recording, and internal note anchored to one profile helps our team operate cohesively. Cons I’d like faster support when dealing with lock box codes or maintenance requests. My main frustration with Close is the lack of a direct native integration with Streamline, our vacation rental software. Stefan D. Founder ### "Easy Dialing and Pipeline Management, with Limited Customization" 5.0 November 10, 2026 Close gives me a very easy-to-use dialer, makes it easy to manage my whole pipeline, and helps me stay on top of everything in my business. Pros I find Close’s dialer very easy to use. I like how easy it is to manage my whole pipeline, analyze the numbers, and stay on top of everything in my business. I also like being able to change or use multiple phone numbers, with fresh numbers for high call volume while keeping the main line clients call us on. The initial setup was very easy and fast. Cons I find the customization of fields for lead information very limited. Charles D. ### "Streamlined Lead Calling with Helpful, Hands-On Support" 5.0 November 10, 2026 I can upload my leads and call them directly from Close while keeping track of it all. Pros I like being able to upload my leads, call them directly from Close, and keep track of it all. I also like using the CRM, dialer, voice agent, and workflow, along with the help Chloe gives me. She answers my how-to questions, helps me with my scripts, and helps with initial cold calling. I didn’t set Close up myself, but from what I can gather, it was relatively straightforward, and anything I set up has been relatively smooth. Cons Somethings can be a little difficult to figure out at 1st. morgan V. ### "Streamlined Sales Tracking, with Room to Improve Call Logging" 4.0 November 8, 2026 Close sends me instant notifications so I don't miss opportunities or follow-ups, which helps me keep my performance consistent. Pros I appreciate how straightforward Close is. Having calling, lead management, and activity tracking all in one place makes my daily sales workflow much easier. I spend hours making outbound calls, so I value a reliable, easy-to-navigate dialer that helps me focus on conversations instead of extra technical steps. Close helps me track leads, manage callbacks, assign tasks and opportunities, and follow up on my calls. The instant notifications help me avoid missing opportunities or follow-ups, and help me keep my performance consistent. The initial experience felt good and smooth. Cons I’d like to see improvements to the overall calling experience, particularly call logging integrations, and have every activity accurately recorded without extra manual work. KB Kristen B. ### "Powerful Call Coaching, Easy Setup—With Room to Polish Mobile Navigation" 4.5 November 7, 2026 I use Close to solve fragmented client records and scattered communication channels across different devices. Pros I find Close’s native AI-powered call analysis and coaching through Chloe AI especially valuable. It analyzes recorded calls and highlights specific areas where I can refine my pitch or improve my tone, which has been immensely helpful for personal sales coaching. Cons My main complaint with Close is the mobile app navigation, which could use some extra polish. On my phone, opening an account by tapping it isn’t as intuitive or responsive as it should be. john T. owner CEO Used the software for: Less than 1 year ### "Powerful Predictive Dialer + CRM Combo" 5.0 November 6, 2026 faster calling with predictive dialer system and keeping track of all my leads and data Pros the predictive dialer and crm combination Cons I don't really dislike too much about it; it's a little hard to understand and navigate at first Harry H. Setter Manager Used the software for: 1-3 years ### "AI Transcripts and Notetaker That Make Calls More Helpful" 5.0 November 4, 2026 It's helping me easily access and call every single lead I need to as soon as they come in Pros The way that the AI transcript and the AI notetaker is setup. Very Helpful Cons Sometimes Close can be a little slow when calling prospects ST Sales Team Lead Sales Team Lead Used the software for: 3-5 years ### "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 27, 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. Co-founder & CTO 4.0 November 10, 2026 AI summary based on a full review Close provides a centralized solution for managing leads, which improves team collaboration and daily task management. However, the requirement for all users to be on the same plan for certain features can be a significant drawback. Log in to unlock the full review, detailed ratings, and pros & cons Customer Experience Professional Used the software for: 5+ years 5.0 November 9, 2026 AI summary based on a full review Lead Page simplifies the management of customer tasks by allowing users to customize data displays, which is beneficial for organization. The AI email generation feature, though, does not meet expectations yet. Log in to unlock the full review, detailed ratings, and pros & cons [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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