Close CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Close CRM	Score9.9 out of 10	N/A	Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.	$19 per month includes 1 user

Pricing

Close CRM

Solo: $9
per month (paid annually) per user
Essentials: $35
per month (paid annually) per user
Growth: $99
per month (paid annually) per user
Scale: $139
per month (paid annually) per user

Pricing Offerings
Close CRM
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Optional

The pricing listed here reflects up to a 35% discount for paying annually. Monthly billing is available at of $19 per user for the Solo plan (only 1 user allowed), $49 per user for the Essentials plan, $109 per user for the Growth plan, and $149 per user for the Scale plan.

Community Pulse
Key User Insights
	Close CRM
Considered Both Products	Close Verified User Chose Close CRM For a specific sales team, Close performs better sales tracking and email and SMS management, with a fresh and modern interface, making the team's work more comfortable, with a holistic (but not complete) tracking and reporting of the data. Helping to improve the performance of … Incentivized Helpful? Jason Janes Web Design & SEO Consultant in Information Technology at Bright Advice (Management Consulting, 1-10 employees) Chose Close CRM All the same features and more in a much better user experience. Lots of integrations of Salesforce require a dedicated employee just to manage Salesforce and make changes. Close just works out of the box and is easy to change and customize. Incentivized Helpful? Verified User Chose Close CRM Salesforce was actually a good platform but it was a bit expensive for an organization that is in a growing stage. Close is relatively cheaper and has almost the same functionality as Salesforce. We've also tried a few other platforms, but nothing has been very beneficial or as … Incentivized Helpful? Jason Vance Owner in Marketing at Red Mill Creative Inc. (Marketing & Advertising, 1-10 employees) Chose Close CRM Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable … Incentivized Helpful? Verified User Chose Close CRM I have not used any alternatives. This was selected based on ease of use, necessary functionality to address our needs, and affordability. Incentivized Helpful? Joe Gatto VP of Marketing & International Business Development in Sales at ePaymints (Financial Services, 1-10 employees) Chose Close CRM Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature. Incentivized Helpful? Erik Zahnlecker Co-Founder, Head of Product in Sales at Allocate.ai (Computer Software, 1-10 employees) Chose Close CRM Close.io strikes an important balance between power (features / functionality) and simplicity, making it an enjoyable and powerful platform to use. It's also priced favorably to Salesforce. Incentivized Helpful?
	Would buy again
	No answers on this topic
	Delivers good value for the price
	No answers on this topic
	Happy with the feature set
	No answers on this topic
	Lived up to sales and marketing promises
	No answers on this topic
	Implementation went as expected
No answers on this topic

Features

Close CRM

Comparison of Sales Force Automation features of Close CRM
Feature	Close CRM 8.9 8 Ratings
Customer data management / contact management	8.08 Ratings
Workflow management	7.78 Ratings
Territory management	8.01 Ratings
Opportunity management	10.06 Ratings
Integration with email client (e.g., Outlook or Gmail)	9.38 Ratings
Contract management	10.01 Ratings
Interaction tracking	8.38 Ratings
Channel / partner relationship management	9.73 Ratings

Comparison of Customer Service & Support features of Close CRM
Feature	Close CRM 8.5 6 Ratings
Case management	8.03 Ratings
Call center management	7.45 Ratings
Help desk management	10.02 Ratings

Comparison of Marketing Automation features of Close CRM
Feature	Close CRM 9.0 6 Ratings
Lead management	8.76 Ratings
Email marketing	9.35 Ratings

Comparison of CRM Project Management features of Close CRM
Feature	Close CRM 7.9 6 Ratings
Task management	8.35 Ratings
Billing and invoicing management	10.01 Ratings
Reporting	5.45 Ratings

Comparison of CRM Reporting & Analytics features of Close CRM
Feature	Close CRM 7.5 6 Ratings
Forecasting	10.01 Ratings
Pipeline visualization	8.06 Ratings
Customizable reports	4.44 Ratings

Comparison of Customization features of Close CRM
Feature	Close CRM 8.6 8 Ratings
Custom fields	10.07 Ratings
Custom objects	10.02 Ratings
Scripting environment	8.03 Ratings
API for custom integration	6.47 Ratings

Comparison of Security features of Close CRM
Feature	Close CRM 8.0 8 Ratings
Single sign-on capability	8.03 Ratings
Role-based user permissions	8.06 Ratings

Comparison of Integrations with 3rd-party Software features of Close CRM
Feature	Close CRM 6.4 4 Ratings
Marketing automation	6.44 Ratings

Comparison of Platform features of Close CRM
Feature	Close CRM 10.0 1 Ratings
Mobile access	10.01 Ratings

User Ratings
	Close CRM
Likelihood to Recommend	9.3 (8 ratings)
Usability	8.7 (3 ratings)
Support Rating	9.3 (3 ratings)

Close CRM

Close CRM

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