Close is a customer relationship management (CRM) solution built to help salespeople close more deals. It offers an integrated dashboard where users can manage their activities including business reports, pipeline tracking, task management, and lead follow-ups. Its pricing ranges from $35 to $145/user/month, and it is best for best for salespeople and managers juggling a lot of calls, reports, and pipelines.
Close Pros & Cons
Built-in email, phone system, and SMS messaging
No mobile application
Can be integrated with a lot of third-party apps
No free option and pricing tiers are higher than competitors
Robust sales pipeline management capability and tools
Only the most expensive plan has a call option for technical support; first three plans only have email support
Who Close Is Best For
- Salespeople who make a lot of outbound client calls, such as insurance agents: It has a built-in, one-click calling and call automation via its proprietary telephony system, Power Dialer. This feature assists salespeople in reaching more leads and closing more deals on a daily basis.
- Managers handling multiple sales representatives: Close enables users to view the progress of their sales representatives’ pipelines and performance, allowing them to identify gaps and opportunities in a timely manner.
Close pricing is available in four paid subscription options: Starter ($35/user/month), Basic ($65/user/month), Professional ($95/user/month), and Business ($145/user/month). The main difference between the plans is access to premium features, such as bulk email sending, group numbers, unlimited call recording, voicemail drop, predictive dialing, and a customized phone number.
Looking for a free, easy-to-use CRM? Try HubSpot.
*Annual plans are paid in full at the beginning of the billing cycle.
Close’s four subscription plans cater to a variety of users and offer them the option to choose which one best fits the requirements of your business. You can opt to subscribe to a 14-day free trial to evaluate the performance of the software before paying for a subscription.
The Starter plan provides small teams with essential CRM tools. Made for teams of two to three members, it provides users with tools such as a 2,500 limit of leads and contacts storage, one opportunity pipeline, and five custom fields. Additional features include two-way email sync, two-factor authentication, and real-times sales activity reporting.
The Basic plan builds on the features of the Starter plan and has a user limit of up to 30. It includes unlimited leads and contacts, unlimited custom fields, custom roles and permissions, and premium features, such as real-time sales leaderboard and sales comparison reporting.
The Professional plan is made for bigger teams with a limit of up to 100 users. It offers several advanced features, such as three types of opportunity pipelines, email and domain filtering, and bulk email sending. This tier also includes a power dialer that dials long lists of phone numbers automatically.
The Business plan provides users with an unlimited user allocation, which is ideal for enterprise-level companies. It builds on the Professional plan’s features and also includes advanced tools such as call transferring, voicemail drop, group numbers, and call recording. On top of this, users are also given a screen sharing tech support tool and a dedicated account manager.
Close Alternatives 2020
B2B businesses that need a customizable, robust, and competitively priced CRM with built-in phone
Small businesses that want a CRM with enterprise-class sales and support features
Businesses that want a free, no-frills CRM with basic features and unlimited users
Teams that want a user-friendly and visual pipeline to manage sales
Organizations seeking free lead & management software with integrated reporting
Businesses looking for a robust CRM with a top-notch mobile app
Close provides users with an extensive set of tools to help manage customer relationships better and continuously grow their business. Here are some key features.
A predictive dialer is a call automation function that allows sales teams to dial multiple numbers at once, similar to a power dialer. The technology behind the dialer detects when a human answers the phone and then immediately routes it to an available sales rep.
Lead & Pipeline Management
The lead and pipeline management feature enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers. Having overall visibility on their pipeline’s health ensures that no important customer information slips through the cracks and that no lead is left unattended.
Email Tracking & Automation
The email automation feature enables users to stay on top of all their email tasks, from setting send-later emails to tracking read receipts. These tools help agents efficiently follow up with their leads and customers.
This feature provides all the information a user needs to track the progress of each of their leads. They’ll receive tips and alerts to respond quicker and communicate better with their leads. Users will also have an idea if some leads are high-risk and it enables them to share real-time updates with their team when they close a deal.
The task management feature allows users to track the progress of their various tasks and projects, allowing them to be on top of their responsibilities and never miss critical action points in servicing their clients. Once a task is completed, it disappears from a user’s to-do’s, helping them keep their task list up to date and organized.
Most Helpful Close Reviews
Close reviews I found online are mostly positive. Users highlighted the convenience of finding all essential business tools (CRM, project management, contact management, and so on) in a single platform. They also noted its ease of use. Based on my research, concerns raised by users include data filtering issues and not-so-robust business tools.
Most helpful positive review: Easy-to-use, all-in-one CRM platform
“Close has made it super simple for me to handle all my daily tasks as an account executive. It allows me to essentially do everything I need to do within the platform without leaving it and using other programs. I have been on it for only around four months, but every week, I’m finding ways to streamline my process to fit my needs. I was originally using Salesforce, but the user interface of Close.io is 10 times easier to use.”
— Deepy Barsana
Most helpful negative review: Poor data filtering capability & only ideal for small teams
One user who gave Close a negative review on Software Advice said that its data filtering capability is quite poor and that technical experience is needed to be able to use it properly. He noted that Close is only made for small teams even though it markets itself as suitable even for large businesses. The reviewer also said that third-party integrations are a must as the built-in tools don’t really work well on their own.
Close Frequently Asked Questions (FAQs)
What does two-way email syncing mean?
With two-way email syncing, Close connects securely to the user’s email account through IMAP/SMTP and automatically associates all sent and received emails with every contact stored in the CRM.
What operating systems are compatible with Close?
Close operates on systems as old as Mac OSx 10.9.5 and Windows 7, as well as their newer systems.
Does Close have a mobile solution?
No. Close currently does not have a mobile app. However, users can access the program using a web app on their iPad devices for light or minimal usage sessions.
Does Close offer discounts?
Yes. Discounts are offered to qualifying users based on their team’s size, contract term, and their plan choice. Contact the Close support team for more information.
Our Top CRM Provider Picks
If you aren’t sure if Close is right for you, this article on the 10 Best CRMs for Small Business is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and ease of use.
Disclaimer: The following information was provided by Close and does not necessarily reflect the views of FitSmallBusiness.com.
What is Close?
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an “all-in-one” platform which you can use standalone without needing any other sales emails tools or calling products.
Close is cloud-based, affordable, easy to learn and comes with straight-forward pricing, which makes it the perfect fit for small and midsize businesses. Plans start at $65/user/month.
Close is designed with the goal of making sales people as efficient as possible. Make and receive calls with just 1-click. All calls are logged automatically (no manual data entry!). Lead activity information pops up as soon as the phone rings so the data you need is always at your fingertips!
Looking at scalability? With bulk email automation tools and cold calling features like the power and predictive dialer, you can reach large lead lists quickly and perform high volume sales in Close. The software also provides sales teams with a visual representation of ongoing sales processes.
Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
Primary features include lead management, global calling management, 2-way email sync, and reporting. Other features include a built-in text messaging feature, sales pipeline view, email marketing tools, and predictive dialing. The software has an open API and offers integration with 50+ applications including Zapier, Zendesk, and Wufoo.