--- 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: "2026-10-13" --- # Close Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 13, 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 164 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 (18,813)](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 (18,148) Value For Money 4.4 (117) Value For Money 4.0 (12,833) Customer Service 4.5 (115) Customer Service 4.1 (14,066) ## Close alternatives Highest Rated [4.7 (24,229)](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 (7,007)](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 (1,006)](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 [View all alternatives](https://www.capterra.com/p/132667/Close-io/alternatives/) ## FAQs about Close Overview ### What problems does Close solve? Close solves scattered lead data, manual call and email logging, missed follow-ups, and slow outbound workflows by centralizing calls, emails, texts, tasks, and lead history in one interface. Inside sales teams, SDRs, founders, recruiters, and small B2B sales managers benefit most from faster prospecting, clearer pipeline visibility, and easier team coordination. Answer based on 141 reviews Overview ### Which roles and teams benefit most from Close? Close is most used by sales teams, business development leaders, and founders who need a fast, centralized system for managing pipelines, outreach, and follow-ups. Account executives and sales managers use it to track deals and communication, while executives rely on it for visibility into team performance, revenue activity, and growth. 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 reviewer usage concentrated in small businesses at 92% and computer software at 22%. It also serves midsize companies at 5% and enterprises at 3%, with additional adoption in marketing and advertising and internet businesses, each at 10%. Answer based on 164 reviews Features and Usability ### What are the key features of Close? Close includes core CRM features like lead management, sales pipeline management, and activity tracking, with differentiators in email and call integration. Reviewers most often highlight built-in calling with call recording, email sequences and templates, Smart Views for filtering and segmentation, and automated follow-up tasks and reminders. Answer based on 75 reviews Pricing ### How much does it cost and what fees or limitations are included? Close starts at $9/user/month for Solo, with Essentials at 35, Growth at 99, and Scale at 139 per user monthly. A free trial is available. Solo is limited to one user and 10,000 leads. Reviewers often call it pricey, especially for startups and calling-heavy teams, though some cite transparent costs and solid value. Answer based on 46 reviews Integrations ### Which third-party tools and platforms does Close integrate with? Close integrates with OnceHub and Salesforce Sales Cloud, and it also connects to Calendly, Google Workspace, Microsoft Outlook, Google Meet, LinkedIn Sales Navigator, and Apollo.io. Across scheduling, communication, and sales prospecting, Close supports over 30 integrations for teams that rely on connected third-party tools. Answer based on 14 reviews Getting Started and Support ### How easy is it to onboard and train a team on Close? Close is quick to onboard for most sales reps, with many reviewers describing the interface as intuitive and requiring little training. Training is available through in-person sessions, live online sessions, webinars, videos, and documentation. Admins or teams using advanced features may need more time to learn workflows, search, and reporting. 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 support, an FAQ/forum, and a knowledge base. Users often describe support as responsive, helpful, and quick to answer implementation or technical questions, sometimes within an hour. A smaller number report inconsistent follow-up, account-related delays, and occasional frustration with customer service handling. Answer based on 45 reviews Email and call integration ### How well does Close handle email and calling in one place? Close brings email, calling, SMS, notes, and follow-up tasks into one workspace, which helps sales teams move faster. Startup and outbound sales teams like the automatic logging, templates, and click-to-call workflow, though some users want better call history handling, email tracking details, and features that fit B2C workflows. 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 ### All Features - 2-Way Messaging: Send and receive text messages to communicate with clients or prospects in real-time - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Action & Workflow Triggering: Initiates tasks, processes, or system workflows based on interpreted user requests - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Adaptive Learning: Intuitive interface and user-friendly design which seamlessly integrate with existing workflows - Adaptive Responses: Allows the AI agent to learn from interactions and adapt its responses accordingly. - Agent Customization: Allow users to design the agent's trusted role, tone, and capabilities to suit specific sales workflows - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI SMS: Uses AI to automate audience targeting, SMS message personalization, and performance optimization. - AI Text Generation: Allows users to generate text based on a text prompt. - AI Text Summarization: Condenses long documents or text into a brief summary. - AI Writing Assistant: Generates and edits text using machine learning - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Answering Machine Detection: Screen and filter calls that get sent to voicemail inboxes/answering machines - API: Application programming interface that allows for integration with other systems/databases - API Integration: Connect to databases, web services, or APIs for robust data integration - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Auto-Dialer: System that automatically dials calls - Automated Emails: Contains automated email functionality to handle lesson, payment, and availability reminders and confirmation - Automated Note Taking: Automatically transcribes and summarizes meeting discussions. - Automated Responses: Automatic reply functionality for incoming messages - Automated Voicemails: Sends automated voicemails to prospective clients who fail to answer. - Automatic Call Distribution: Distribute/route/connect calls - Automatic Outbound Dialer: Dials outbound calls automatically - Automatic Replies: Provides automatic text message replies to recipients - Automatic URL Shortening: Provides automatic URL shortening to use less characters via text - Autonomous Task Execution: Completes tasks independently without constant human intervention - Autoresponders: Create and automatically send premade copy in response to customer messages - Batch Communications: Send messages, notifications, or documents to an entire customer base at the same time - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Best Time of Day Scheduling: Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations - Breadth of Partner Applications: 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. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Bulk SMS: Provides templates for mass mobile messaging campaigns - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Buyer Intelligence: Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. - Calendar: A calendar accessible to all residents that displays community activities and meetings, scheduled maintenance, assessment schedules and collections. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Back: Allows users to request a call back. - Call Center Features: 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. - Call Center Management: Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. - Call Disposition: Track and report on call outcomes - Call List Management: Manage and track all past and future calls. - Call Logging: Collects essential call data such as call origin, call destination, call length, and other transaction details - Call Monitoring: Listen to live phone conversations for the purpose of training and assessing agent performance - Call Prioritization and List Optimization: Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times. - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Reporting: Track and report on all incoming and outgoing calls - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Call Scheduling: Schedule date and time for callbacks/follow-up calls or reminders - Call Scripting: Provide agents with a typical response for common call subject matter - Call Scrubbing: Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry. - Call Tagging: Highlight specific time marks for annotation and review purposes - Call Tracking: Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number - Call Transcription: Voice conversion to text - Call Transfer: Transfers live calls to other agents - Call Types: Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. - Call Whispering: Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call. - Callback Scheduling: Schedules callback times - Caller ID: Identify the number and contact information of a caller before answering the phone - Calls and Voice: Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Scheduling: Set campaign schedules by selecting start, pause, and end dates - Campaign Specific Caller ID: Control the name and number that appears on outbound caller ID - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Click-to-Call: 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. - Coaching: Assign coaches to new employees based on role and experience. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Monitoring: Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions. - Computer Telephony Integration: Computer-telephony integration is the use of computers to manage telephone calls - Consent Management: Manage user consent requests and documents - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - Conversation Context Persistence: Maintains contextual information across interactions to support coherent multi-turn conversations - Conversation Intelligence: Recording, transcription, and analysis of sales calls for the purpose of training and generating insights - Conversational AI: Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses - Create Content: Includes or integrates with content creation apps. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Cross-system Integration: Works across multiple software systems or databases - Customer Contract Management: 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. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Interaction Automation: Allows users to automate responses to customer inquiries across various channels. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Support Portal: 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. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Daily Summary: Delivers users a daily summary of activity. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Enrichment: Combines data from internal sources with disparate data from other internal systems or external sources - Data Entry: The process of entering information or updating records in a computer system or database - Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file. - Data Import/Export: Import and export data to and from software applications - Data Management: Ability to handle large datasets - Data Retrieval from Connected Systems: Retrieves information from integrated enterprise systems in response to conversational queries - Data Security: Protect sensitive data for digital privacy - Data Segmentation: Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. - Data Sourcing: Provides integration with various drug, imaging, and genomic databases - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Decision Making: Makes informed choices based on available data and objectives - Desktop Integration: Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. - Document & Content Mgmt.: 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. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Processing: Processes documents and extracts relevant information via metadata combing, native application imaging, and domain parsing. - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. - Email Categorization: Allows for the categorization of emails. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Platform Integration: Syncs information from other software such as contacts, emails and calls to reduce manual data entry. - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Email Tracking/Automation: Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Enterprise Application Integrations: Connects conversational agents with enterprise systems such as CRM, ERP, ITSM, or collaboration tools - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Exporting & Sharing Data: Enables user to communicate data by securely exporting and sharing it. - Feedback Collection: Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Management: Create, save, and store files - Follow-Up Scheduling: Allows the AI agent to schedule and automate follow-ups based on prospect engagement. - For Contact Centers: Designed for contact centers. - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Gamification: Games or game-like elements to track progress and reward accomplishments - Generate Location: Generates an area code local to where the user is calling to increase likelihood of pick-up. - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids - Human-in-the-loop (HITL): Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. - Inbound Call Center: A call center that primarily receives calls, typically customer service focused - Inbound Identification: Inbound contacts are identified and handled based on history. - Inbox Management: Organize, prioritize, and manage incoming communications - Independent Decision Making: Allows the AI agent to learn from interactions and adapt its responses accordingly. - Information Locater: Finds and opens saved contact information for reference at the time of a new call. - Inquiry Routing: Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context. - Integrations / APIs: 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. - Integrations Management: Identify which applications need to exchange data and enable these data connections - Intent Recognition & Mapping: Identifies user intent and maps requests to predefined system actions, queries, or workflows - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - IVR: Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response - Knowledge Base: Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Engagement: Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels - Lead Follow-Up: Allows you to follow-up with leads within the app. - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Prioritization: Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - List Management: Manage contacts across multiple mailing lists - Live Chat: Ability to chat online in real time - Machine Learning: Enable businesses to implement machine learning algorithms on business data such as sales and revenue - Marketing Analytics: Contains analysis tools to provide insights on marketing campaign effectiveness. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing ROI Analytics: Enables analysis of effectiveness of an organizations various marketing activities - Mass Texting: Send messages to multiple subscribers at the same time - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Message Personalization: Personalize text messages using templates and custom fields - MMS: Sending/receiving messages with multimedia content like images, audio, or video over a cellular network - MMS Marketing: Sends out multimedia via text messages, such as coupons, pictures, and audio - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Campaign: Manage multiple campaigns in one system - Multi-Channel Campaigns: Allows for businesses to run a variety of different campaigns across different channels - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Coverage: Software incorporates multiple digital communications channels. - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multi-step Planning: Ability to break down and plan multi-step processes - Multi-Turn Conversation Management: Maintains dialogue continuity across multiple messages to support contextual back-and-forth interactions - Multichannel Campaign Execution: Enables the AI agent to automate outreach across multiple channels, such as email, SMS, and social media. - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Natural Language Processing: Process and analyze human language in text or audio form - Natural Language Query Understanding: Interprets user requests expressed in natural language to identify intent and relevant entities - Notes: Allows users to take notes during or after the call for future reference. - Notes Management: Allow users to create, edit, and sort multiple notes - Omnichannel: 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. - Omnichannel Outreach: Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement - On-Demand Communications: Generate personalized communications upon request to meet customer needs - Open Rates: Records the rate at which emails are opened. - Opportunity & Pipeline Mgmt.: 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. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Opportunity Scoring: Provides insights to determine which deals already in the pipeline have the best chance of closing. - Other Outreach Options: Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. - Outbound Call Center: A call center that primarily makes calls, typically sales focused - Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. - Outreach Performance Analytics: Allows users to track and analyze the effectiveness of automated outbound campaigns. - Performance and Reliability: 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. - Performance Evaluation: Allows managers/supervisors to evaluate the performance of agents. - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Personalized Outreach: Allows the AI agent to tailor outreach messages based on customer profiles or past interactions. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Power Dialer: System automatically dials the next number on the contact list after the previous call ends - Pre-recorded Messages: Set of pre-recorded messages for candidates that can be shared before, during and after the video interview - Predictive Analytics: Predict future data based on historical data sets - Predictive Dialer: System calls multiple numbers at once and connects the agent to the first number that answers - Predictive Dialing: Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently. - Preview Dialer: System provides callee information to agent prior to the call to help determine whether or not to make the call - Preview Dialing: Presents information about the individual being called before the call begins. - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Problem Solving: Allows the AI agent to identify and resolve issues without user intervention. - Product & Price List Management: 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. - Progressive Dialer: Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls - Progressive Dialing: Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing. - Proposal Generation: Create proposals based on costs of labor and materials - Prospect Prioritization: Provides users the ability to prioritize outreach efforts based on lead scoring or engagement metrics. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quote & Order Management: 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. - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-time Conversations: Send and receive messages in real-time via an online communication channel - Real-Time Data: Receive data and information in real time - Real-Time Engagement: Enables the AI agent to respond instantly to inbound inquiries, improving response times. - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Record Calls: Records calls for future reference. - Record Prospect Data: Allows users to denote which contacts they believe are prospective customers. - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: 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 - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Coaching and Insights: Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. - Sales Follow-Up: Allows users to automate responses to sales leads across various channels. - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Gamification: Enables competition between a sales team by providing things like challenges and scoreboards. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Sandbox / Test Environments: 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. - Scheduled Messaging: Send individual or bulk text messages at predetermined times - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Security & Access Controls: Enforces authentication, authorization, and governance policies for conversational interactions - Security & Compliance: Maintain security, compliance, and data privacy protocols for all interactions - Segmentation: Group leads or contacts based on their specific characteristics - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Shared Records: Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. - Single Sign On: Allow users to access multiple services after entering their login credentials once - SMS Messaging: Send messages via SMS - Social Collaboration Features: 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 - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Social Network Integration: 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. - Softphone: Use your computer as a phone device to make calls over the internet - Sorts Prospects: Organizes contacts based on probability of success. - Speech Analytics and Sentiment Analysis: Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review. - Speech Recognition: Train your system to interpret and transcribe voice messages - Statistical Analysis: Apply statistical/mathematical models to sets of data - Support Analytics: Enables analysis of customer support activities to optimize customer support professionals, processes and tools. - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Automation: Automatically handle routine, repetitive tasks and processes without the need for manual intervention - Task Execution: Provides the AI agent the ability to execute tasks without requiring constant user input. - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Text Scheduler: Provides the ability to schedule single or bulk text messages to recipients on a specific date and time - Text to Speech: Turns text into natural sounding speech - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - User Identity & Permission Awareness: Adjusts responses and available actions based on the user’s identity, role, and system permissions - User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Voice & Text Interface Support: Enables users to interact with agents through chat, messaging platforms, or voice commands - Voice Mail: Computer-based system that allows users to send and receive voice messages - Web-based Deployment: SaaS, web-based, online deployment - Whisper Coaching: Allows a supervisor to listen to a call and train in real time. - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Capability: 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. - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflow Performance: Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. --- Get Advice We can help you find the software with the features you need. 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/)[ Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/)[ 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/) 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 AN 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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 Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor January 22, 2024 Thanks for reviewing Close, Justin! [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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