Close Reviews

Close is designed to provide a comprehensive, 360-degree view of leads, integrating all essential information into a single platform. With a dedicated tab to keep track of contacts, emails, and leads, it ensures that sales teams have immediate access to contact details, communication histories, and engagement metrics, facilitating personalized interactions and informed decision-making.

Managing contacts within Close is intuitive and efficient. The platform allows for the creation of custom fields and activities, enabling teams to tailor the software to their specific workflows and data requirements. This flexibility ensures that all relevant information is captured and easily accessible, enhancing the ability to track and nurture leads effectively.

It’s also possible to create and manage tasks and reminders. This ensures that follow-ups and other critical actions are systematically tracked and executed when not automated.

While Close does a good job in sales task management, it doesn’t provide native tools for tracking time spent on specific tasks or managing complex projects, as its primary focus is streamlining sales processes. Plus, it doesn’t include a built-in meeting scheduler or document e-signing features.

We feel that adding these features would significantly improve the customer experience and the overall usefulness of the software. Nonetheless, Close's integration capabilities allow users to connect with external platforms that provide these tools, ensuring that sales teams can maintain a seamless workflow without leaving the CRM environment.

Close focuses completely on sales processes and team needs. While it doesn’t natively support contract creation, invoicing, or direct online payments, it integrates seamlessly with tools that automate administrative tasks such as preparing and sending invoices and ensuring timely follow-ups on client payments.

By providing a clear and customizable sales pipeline, Close allows users to visualize and manage their sales stages effectively. Each stage can be tailored to reflect a unique sales process, and as leads progress, their status can be updated accordingly. This dynamic approach ensures that your pipeline remains accurate and up to date.

Efficient lead tracking is at the heart of the product. It’s possible to assign tasks with due dates to team members and store opportunities related to each lead. Custom fields allow users to track specific information, such as budget or subscription details, ensuring all pertinent data is at their fingertips. Collaboration is also considered, with tagging and note-sharing available to keep everyone within the team in sync.

Close's automation tools are designed to boost productivity. With features like multi-channel sales outreach, it’s possible to engage leads through email, calls, and SMS within structured workflows. The platform supports email syncing, allowing for seamless communication tracking, and bulk email capabilities make it possible for users to reach multiple leads simultaneously.

However, a standout feature of Close is its built-in calling capabilities. From within the platform, users can keep existing numbers, add new lines, or even acquire local numbers in target countries all over the globe. The platform acts like a virtual phone system, making it possible to manage calls with transfers and forwarding.

The power dialer automatically allows calls to be made through lead lists, increasing outreach efficiency, while the predictive dialer dials multiple numbers simultaneously, connecting reps only when someone answers. Additionally, call coaching features enable real-time support for sales teams.

Close is an AI-powered CRM platform that brings a new level of efficiency to managing sales workflows. With built-in artificial intelligence, the tool automates repetitive tasks and provides intelligent insights to help sales teams focus on closing deals.

The AI analyzes patterns in data to prioritize leads based on trends and their likelihood to convert, ensuring that the team spends its precious time only on the most promising opportunities. It can also assist in drafting and personalizing emails, making communicating with prospects faster and more effective.

Close is primarily focused on sales, not marketing automation. While it doesn’t offer built-in tools for social media management, email newsletters, or landing page creation, it does provide some basic marketing features.

Users can create simple email templates for consistent communication and automate sales workflows across email, calls, and SMS. In fact, the platform supports two-way SMS campaigns, enabling sales teams to send and receive messages from within the platform.

Additionally, Close connects with local phone numbers, making it possible to send messages to specific regions or markets. However, advanced marketing tools like lead capture forms and branding customization are unavailable within the platform.

Because the platform prioritizes sales, it also doesn’t offer direct features for customer support. Still, users have plenty of options to communicate with their leads and contacts via SMS and built-in call tools.

Close has robust reporting tools that help users track the effectiveness of their sales efforts and understand key metrics. It provides a variety of customizable reports that display detailed insights into sales and communication activities.

Users can easily see the number of leads coming from different sources, such as websites, social media, and other channels, giving a clear view of where the leads originate.

Reports also show sales data over specific periods, helping users track progress toward sales goals. These reports are organized to make it easy to analyze data at a glance, ensuring that sales teams can make data-driven decisions and refine their strategies.

Close keeps users connected wherever they go with its mobile app, available for iOS and Android. With a similar design to the browser version, it’s easy to manage leads, send emails and texts, make calls, and track tasks. The app also provides access to key reports, helping users stay on top of sales performance in real-time from the palm of their hands.

While the mobile app offers impressive functionality, advanced call tools like the power and predictive dialers, along with some in-depth reporting, remain exclusive to the browser version.

Additionally, Close extends its capabilities with its LinkClose Chrome extension, which lets users capture contact details from professional social networks and add them directly to the CRM platform with just a click.

Close offers a seamless experience for managing clients and projects, starting with an effortless account setup. Upon logging in, we found the guided walkthrough and checklist extremely helpful in configuring the software, enabling teams to get up and running quickly.

Users can then easily migrate from other CRM software or upload leads directly from a document, ensuring a smooth transition. The modern, organized dashboard presents all features clearly, eliminating hidden functionalities and enhancing user navigation. There’s a list of shortcodes to improve the use of the platform, which we found particularly handy in streamlining the work of those using the provider daily.

We found this intuitive and customizable layout offered efficient access to various tabs, tools, and features, which contributed to the platform’s user-friendliness. Close's design prioritizes speed and ease of use, enabling sales teams to work faster and more efficiently.

Close has a wide suite of integrations, enabling seamless connectivity with various third-party applications to enhance sales processes. These integrations facilitate the synchronization of data across platforms, from communication platforms like Microsoft 365 and Google Workspace to prospects, organization, and marketing tools like Drip and Calendly.

If users are unsatisfied with the available options, they can also request a new integration by filling out a form. Close's integration with Zapier also opens thousands of doors, helping users to easily customize their workflow environment.

Close offers a flexible pricing structure, accommodating businesses of all sizes. Both a small startup and an established sales team will benefit from the platform’s focus on the sales journey.

Pricing starts at $19 per seat per month with the Base plan, which includes unlimited accounts, contacts, two-way email syncing, and built-in calling and SMS. Stepping it up a notch, the Startup plan at $49 per seat per month adds automated workflow sequences, AI-powered email tools, and a power dialer for increased outreach efficiency.

For growing teams, the Professional plan starts at $99 per seat per month and unlocks custom activity tracking, AI-generated lead summaries, and advanced role management.

It’s possible to get a discount of up to 35% off monthly rates by choosing a longer billing cycle. For those still unsure about committing, Close offers a 14-day free trial, with no credit card required. Plus, you get 30 days to use the software after paying to ask for a full, no-questions-asked refund.

Close may not provide phone or live chat support, but its email support team is ready to assist whenever you need help. While testing, we had a positive experience, with our questions being answered within around 5 hours. However, some users have noted that it took days to get a response, possibly due to high ticket traffic.

Still, users have plenty of DIY resources for when trouble hits. Close's comprehensive knowledge base is filled with how-to videos, step-by-step guides, and FAQs to help users navigate the platform with ease.

Close also keeps users informed through its blog, where it shares industry insights, product updates, and sales best practices to help businesses stay ahead of the curve. The provider is also active on X, Facebook, LinkedIn, and YouTube, sharing updates, helpful content, and tips to get the most out of the CRM platform.

It shines when it comes to creating a centralized space for sales, including built-in calling capabilities, AI-driven insights, and multi-channel outreach. While it lacks native marketing automation, advanced project management, and customer support tools, its seamless integrations with third-party apps like Zapier, Microsoft 365, and Google Workspace ensure users can optimize it to their workflows.

Close's reporting is a great tool for getting detailed and customizable insights to drive data-driven decisions. With a user-friendly interface, mobile app, and flexible pricing plans, this provider is ideal for sales-focused teams, from startups to established businesses.