What is Close?
Pros from reviewers
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Ability to add a phone line and send bulk emails: Close.io offers unexpected features such as the ability to add a phone line and send bulk emails, which are not commonly found in other CRMs
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Rich features and customization options: Close.io offers a wide range of features and customization options, making it ideal for individual users and not just sales teams. It allows for easy integration with domain name emails and importing contacts from Gmail
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Impressive search function: The search function in Close.io is highly efficient, allowing users to locate a funding agency by simply inputting a client's name
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Multi-touch marketing campaigns: Close.io allows users to create multi-touch marketing campaigns using the call cadence function, which automates emails, calls, and activities, giving users a competitive edge in closing business
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Excellent customer service: Users have reported excellent customer service experiences with Close.io, which is always a significant advantage in any software.
Cons from reviewers
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Basic analytics on emails: Users have reported difficulty understanding the analytics on emails, such as open rates and campaigns, leading some to rely on other tools for these insights
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Limited data analysis capabilities: Despite its impressive search function, Close.io lacks in-depth data analysis tools, making it difficult for users to extract meaningful insights from their data
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Inefficient email chain function: The email chain feature requires manual setup for each sales contact, which can be time-consuming and impractical for larger sales teams
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Expensive for budget-conscious teams: While Close.io offers a range of features, its cost may be prohibitive for smaller or budget-conscious teams
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Cluttered user interface: Despite its clean UX/UI, the simplicity of Close.io can sometimes lead to clutter, making it easy to create multiple entries and making it unclear which is the right profile.
Main features
Starting Price
Free Plan
Get the best calling software
Synchronize your technology stack
Get advanced analytics
Automate SMS and email
Prioritize your prospects easily
Starting Price
$119
/ month
Free Plan
No
Get the best calling software
Synchronize your technology stack
Get advanced analytics
Automate SMS and email
Prioritize your prospects easily
How Close compare to similar software?
Product
Price
$119
/ month
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
When delving into a comparison of the two robust CRM tools, Pipedrive and Close, it becomes evident that two key factors stand out as significant differentiators: customization capabilities and sales reporting and analytics functionalities. Pipedrive distinguishes itself particularly in the realm of customization, providing users with the exceptional ability to tailor their sales processes according to their unique workflows and business requirements. This tool enables the creation of custom fields, stages, and activities, thereby granting sales teams the empowerment to align the CRM precisely to their specific needs. The flexibility Pipedrive offers allows for seamless integration across various industries and business models, rendering it a versatile choice.
Alternatively, while Close also boasts a plethora of robust sales management features, it falls slightly short in comparison to Pipedrive in terms of customization options. The degree of adaptability and fine-tuning available...
Who is Close best for according to our reviewers?
Sales agents: Close.io is ideal for sales agents who need to create multi-touch marketing campaigns. It offers features like predictive dialer, voicemail drops, call cadences, and email marketing tools. However, it may not be suitable for larger scale operations due to a lack of tagging and order, and basic search functionality.
Private practice professionals offering online therapy: These users can benefit from Close.io's rich features and customization options. It allows them to integrate their domain name email, import contacts from Gmail, and locate funding agencies through a powerful search function. They can also assign statuses to their clients and gather leads from their websites.
Founders with minimal sales experience: Close.io's straightforward and intuitive interface makes it an excellent tool for founders who are new to sales. It allows them to manage their inbox, set reminders and follow-ups, and has a pipeline UI similar to Salesforce or Hubspot. However, they may struggle to understand the analytics on emails.
Teams using the Predictable Revenue sales approach: Close.io's adaptable and comprehensive API allows for customization of any component, making it an excellent tool for these teams. All activities like calls, emails, and lead status changes are automatically tracked, enabling sales managers to easily determine how much activity produces certain sales results.
Small B2B sales departments: Close.io is invaluable for these users as it allows them to do everything within the app itself, eliminating the need to transfer information from one source to another. It offers real-time integration with Gmail, the ability to record calls, and fantastic support.
Close Reviews
4.6
Close rating
4.5
Ease of use
4.5
Customer service
4.3
Value for money
4.3
Likelihood to recommend
4.3
Features
19 Close Reviews
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Grover S
Superior Lead and Sales Monitoring
I think Close.io is great for tracking leads and customer bases, and for monitoring communication timelines. I love the ability to add custom fields for reporting and improving usability. I also like the convenience of making calls directly from the software, with the added bonus of call recording. Creating tasks is also easy. However, I feel the user interface could be better as it can sometimes be chaotic, requiring extra time to learn the system.
August 10, 2024
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Elijah Brown
Invaluable Call Recording Software Enhances Sales Techniques
The software's ability to record calls has been invaluable. It allows us to review conversations and improve our sales techniques
August 3, 2024
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Ryan
Close Mobile App: Streamlined Sales Management on the Go
Close's mobile app is a great tool for managing sales on the go. It's user-friendly and syncs seamlessly with the desktop version
July 27, 2024
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Paul Williams
Close's Predictive Dialing Boosts Business Productivity
Close has been a game-changer for our business. Its predictive dialing feature has drastically reduced the time spent on calls, increasing our productivity
July 22, 2024
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Jeffrey B
Finest CRM Experience I've Enjoyed
Close.io has been an invaluable tool for our small B2B sales department. Before using Close.io, we were struggling with multiple programs for emailing, calling, tracking, noting, and managing customers, which was chaotic. Now, we can do everything within the app itself, eliminating the need to transfer information from one source to another. The features that have been most beneficial to us include real-time integration with Gmail, allowing us to send and receive all our emails through the app. This not only makes things more convenient, but also keeps all correspondence logged in an easy-to-reference manner. Another great feature is the ability to record calls. All calls and voicemails are automatically listed alongside notes and emails, which is incredibly useful for longer sales cycles. We can revisit what the customer said on a call even months later, which is far superior to just having notes, especially in case of any disagreements. The support from Close.io has been fantastic. They've been very responsive and timely. I am speaking in the first person.
July 13, 2024
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Willie E
Optimized Modern Sales Platform for Effective Outreach
As a user, I see Close.io not just as a CRM, but more as a sales platform due to its adaptable and comprehensive API that allows for customization of any component. I believe it's an excellent tool for teams to engage with their customers. It has integrated call and email features, designed for salesperson outreach, and removes unnecessary data entry. It's ideal for sales teams using the "Predictable Revenue" sales approach. All activities like calls, emails, and lead status changes are automatically tracked, leaving me to simply write contextual notes for each activity. This automatic tracking enables sales managers to easily determine how much activity produces certain sales results, which is vital for creating a scalable sales process. It has integrated call and email features, a flexible and powerful API with excellent documentation, dynamic lead lists powered by search, native Mac and Windows apps, a responsive support team, and custom fields. However, it can be expensive for budget-conscious teams, although it's not less expensive than others.
July 6, 2024
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Grace Martinez
Functional, Yet Not the Top CRM Choice
As someone who doesn't heavily depend on a CRM system, I find Close to be a suitable option for light storage and inter-departmental checks without the need for extensive user training. However, if a detailed CRM system for managing a pipeline and viewing accounts is needed, there might be better alternatives available. I appreciate the clean UX/UI, which is easy to navigate with everything on one page, eliminating the need to search around or click on technically marked buttons. However, its simplicity can sometimes lead to clutter. It's easy to create multiple entries due to the way integrations are set up, making it unclear which is the "right" profile. Also, there's minimal tracking of progression, making it quite basic in that aspect.
June 29, 2024
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Louis W
Suitable for Small, Early-Stage Sales Teams
As a sales agent, I find Close to be quite impractical on a larger scale. It's easy for me to lose track of contacts and there's no meaningful data analysis due to a lack of tagging and order. While it's a good starting point, I've noticed that companies quickly move on to more powerful and useful products. Close is really easy to use and stripped down to the bare minimum, with not many tabs for me to navigate. However, the new email chain function is impractical as it requires manual setup for a small number of sales contacts. I found customer support to be poor a few years ago but it has greatly improved. The price is a downside and it's hard for me to extract data in a meaningful way. The search functionality is quite basic and data analysis is almost non-existent. The insufficient tagging makes it feel like a spruced up spreadsheet with nicer formatting but less usability.
June 23, 2024
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Lauren W
Life-Saving Task Reminders in Close: Keeping Me Organized and Efficient
The task reminders in Close have been a lifesaver. They help me stay organized and on top of my work
June 17, 2024
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Jose Miller
Close: Impressive Customizability for Enhanced Sales Process
Lastly, the customizability of Close is impressive. It allows us to tailor the software to fit our specific needs, enhancing our overall sales process.
June 8, 2024
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Donna
Excellent Starter CRM Solution
I find Close to be an excellent tool, particularly for a founder with minimal sales experience. It's straightforward to use and has an intuitive interface. It enables me to send emails directly from the tool and manage my inbox. I can set reminders and follow-ups, and it has a pipeline UI similar to Salesforce or Hubspot. However, I struggle to understand the analytics on emails, such as open rates and campaigns. I ended up using persistIQ for this. It's also challenging to determine when someone opened an email. I switched to Close primarily for its email inbox management.
June 3, 2024
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David
Benefiting from Close's Email Sequencing Feature
I've found the email sequencing feature of Close to be particularly beneficial. It allows me to automate follow-ups, ensuring no lead is overlooked
May 25, 2024
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Gloria S
Commendable Customer Support: Close's Prompt Assistance and Issue Resolution
The customer support provided by Close is commendable. They are always ready to assist and resolve any issues promptly
May 18, 2024
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Daniel S
Close: Improving Sales Efficiency with Robust Reporting
As a sales manager, Close has been instrumental in improving our team's efficiency. Its robust reporting features provide valuable insights into our sales performance
May 13, 2024
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Russell Smith
Track All Your Efforts with Close's Superior CRM Solution
Close bridges the gap between my organization and our customers. I can create multi-touch marketing campaigns using the call cadence function, which automates emails, calls, and activities. Close has breathed new life into leads that were previously considered dead, leads that I wouldn't have pursued before. I can set up automated follow-up emails and messages to stay in front of the customer, giving me a competitive edge in closing business that I wouldn't have completed otherwise due to a lack of persistent follow-up. The setup is straightforward, the dashboards are analytical and easy to understand, and it offers features like predictive dialer, voicemail drops, call cadences, and email marketing tools. I love the Smart Views in Close function and the inbox tool, and I appreciate the fluidity of the email follow-up. I feel much better knowing everything is in one place and I can easily share information with my team. My customer service experience has also been excellent.
May 6, 2024
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Laura A
Effortless Sales Tracking with Integrated Software
it's made my sales tracking significantly easier. The software's ability to integrate with other platforms has streamlined my workflow
April 27, 2024
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Charlotte Davis
Unlocking Potential: Close.io for Therapists, Tutors, and Coaches
I've been testing various CRMs for my private practice where I offer online therapy for speech, language, and learning. Close.io stood out due to its rich features and customization options. It's ideal for an individual, unlike many CRMs that are built for sales teams. I managed to integrate it with my domain name email and import all my contacts from Gmail. Its search function is impressive, allowing me to locate a funding agency by simply inputting a client's name. Close.io is primarily for those making initial sales, but it also suits my needs as I often retain clients for several years. I was able to assign statuses to my clients, such as "paused" or "completed goals". I could also gather leads from my Wordpress site using Planso Forms, which generate a new lead in Close.io. The ability to add a phone line and send bulk emails were unexpected features that I haven't encountered in other CRMs. I can also create emails. I'm speaking in the first person.
April 22, 2024
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Samantha E
Close: Impressive Interface
I've been using Close for a while now and I'm thoroughly impressed with its intuitive interface
April 15, 2024
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Nicholas C
Shining Prospects with Close.IO
I previously used Close.IO at my former company and it's the only CRM I fully endorse. When I suggested updating our existing CRM tool, my team had several questions and concerns. However, after showing them a video from the Close.IO website and answering their queries for about 20 minutes, they began to see the benefits of switching. I managed to convince them that they could each save at least an hour a day, which sparked their interest. As we prepared for the transition, there was some apprehension, so I staged the rollout to address all questions in a controlled way and prepare for more users. My team was astounded by the ease of use and I was impressed by how smoothly everything went. Despite the age range of my team, from 20s to 50s, we had a very successful transition to Close.IO. Three weeks into using Close, we are witnessing incredible results. One of my sales guys has boosted his personal sales by 50%! Others have also seen significant improvements.
April 13, 2024