This Close review will give you a detailed and actionable analysis of Close’s features, pricing, and alternatives so you can ultimately boost your sales efficiency.
Whether you're a small business owner or a sales manager in a larger corporation, this article will help you understand if Close is the tool that can transform your sales approach and increase revenue.
Close software is a specialized CRM platform designed for small to medium-sized businesses, focusing on converting leads into revenue.
It integrates key sales functions like email, calling, and SMS into a single inbox, improved by robust sales automation and workflow tools. This makes it an efficient solution for sales enablement and tracking.
Close supports scalable sales activities with features like bulk email automation and advanced calling options.
Its comprehensive lead management system, coupled with an open API for easy integration with over 50 applications, makes Close a versatile tool for businesses that want to streamline their sales processes.
Close has the following typical customers:
Free online demo (no sign up required) - Close CRM
Close offers a quick setup process, including a CSV import tool for leads and contacts and a free, one-click migration tool for users switching from other CRMs.
The tool integrates email and calendar functionalities out of the box, along with built-in calling, SMS, and Zoom integration, enabling teams to reach quality leads with ease.
Close can be used on mobile and desktop apps.
Close features Workflows and automated follow-up reminders to increase response rates without manual effort, helping users see ROI in a few weeks.
The platform is designed to help startups and small businesses close more deals faster, with tools tailored for sales productivity.
Close offers a range of integrations to work seamlessly with any tool in your stack, enhancing its usability and adaptability.
Some integrations include:
HubSpot Marketing Hub, ActiveCampaign, QuotaPath, Spiff, Calendly, Clearbit, Zapier, Google Workspace, DocuSign, Airtable, Zoom Meetings, Gong.io, Drift, JustCall, Slack, Microsoft 365, Drip, Mailchimp, Clay, Asana, PandaDoc, SavvyCal, Google Sheets, Intercom, LeadFuze, Shopify.
Close CRM includes built-in communication tools that facilitate direct engagement with leads and customers through multiple channels.
These tools combine several communication channels into a single platform, eliminating the need for salespeople to switch between different apps.
Some of the key communication tools Close offers are:
Emails are automatically synced with Close, ensuring all communication with leads and customers is tracked and readily accessible within the CRM.
It allows users to make calls directly from Close platform, eliminating the need for a separate phone system. Salespeople can keep track of call history and recordings within the CRM for better organization.
All plans include the ability to send and receive SMS text messages directly through Close, providing another channel for communication with prospects and clients.
Close automates key sales tasks, reducing the manual workload and increasing efficiency.
These features include:
Close allows you to create workflows that trigger specific actions based on predefined criteria.
Workflows can be used in automating communication steps, assigning leads to manage, and creating follow-up tasks.
These work in conjunction with workflows and fire whenever a specific event occurs within Close. This could be something like a new lead being created, a lead's email address being verified, or a lead taking a specific action on your website (e.g., a subscriber sends or replies to any email from a Connected Account in Close ).
Close offers both predictive and power dialer functionalities to automate the dialing process for salespeople.
A predictive dialer connects reps with available leads as soon as possible, minimizing wait times. A power dialer allows reps to dial through a list of leads automatically, with the ability to pause and resume as needed.
Create pre-written email sequences to be automatically sent to leads or customers based on specific triggers. This can save time and ensure consistent messaging throughout the sales process.
Close can automatically populate data fields in lead or contact records based on information from emails or other sources. This reduces manual data entry and helps to ensure data accuracy.
Close platform provides reporting tools for quick KPI reports and training, enabling sales teams to track and analyze their performance effectively.
Close has several different reports based on the metrics that need to be tracked. It offers Sales Team Activity Tracking and Opportunity Tracking, as well as the function to export your report data. You can track and analyse:
Close is praised for its simplicity and ease of use, ensuring full team engagement and quick onboarding.
Close offers robust customer support and resources, including a help center, API documentation, and product updates.
Close offers the following support options:
The platform emphasizes security, ensuring that user data is protected and managed responsibly.
→ Free trial: 14 days ✅
Includes all Startup features, plus
All Professional features, plus
G2 - 4.7/5 (1,044 reviews) | Capterra - 4.7/5 (160 reviews) ,
✅ Close might be a good value for you if:
❌ Close is NOT good value if:
Here's our suggestion: Take advantage of the 14-day free trial to test Close and see if it fits your needs and workflow.Most importantly, don't forget to compare Close to other CRM options. Research features, pricing, and user reviews of similar platforms to find the best fit for your budget and requirements before you make a commitment.
lemlist is hands-down the best alternative to Close.
While Close offers robust features, lemlist's AI-driven personalization, lead generation efficiency, and email deliverability make it a more comprehensive choice for sales and marketing teams.
These strengths position lemlist as the only cold outreach tool that helps reach inboxes and get replies.
Why is lemlist often the preferred choice over Close?
lemlist offers a massive (450 million+) sales lead database and enrichment feature, contrary to Close, enabling more precise and relevant outreach.
lemlist offers an advanced email finder and verifier tool, built from testing over 40 email providers. What you get is a tool that nails 80% of valid emails using just the first name, last name, and company name.
lemlist's automated email warm-up helps build a stronger sender reputation, enhancing email deliverability more effectively. lemlist enhances email deliverability and engagement without additional costs, a unique offering not found in Close.
Unlike Close, lemlist allows customizing images and videos in emails at scale, making campaigns more engaging and increasing response rates.
lemlist ensures consistent and effortless communication with automated follow-ups, a step ahead of Close that offers solely reminders.
With lemlist's A/B testing capability, users can develop more refined and audience-specific messaging strategies, offering a more targeted approach than Close.
lemlist provides immediate in-app support, ensuring users can efficiently utilize all features and minimize downtime, unlike Close, which offers only email support.
AI to generate campaigns in lemlist leads to highly personalized and optimized outreach, setting it apart from Close regarding efficiency and conversion rates.
lemlist offers better value for money.
lemlist's starting plan starts from only €39 per month to compare with Close's $59. Moreover, lemlist's multichannel expert plans with advanced features is only $99 per month while Close's pro plan costs $109.
Here's lemlist pricing plans:
Need more to decide which one suits your needs better?
Here’s a full comparison table of lemlist vs Close:
Learn more about the benefits of using lemlist and how it helps you to get more leads in this in-depth lemlist Review & Tutorial.
To sum up, Close stands out as a valuable investment for businesses prioritizing efficient sales processes and direct customer outreach.
Its integrated calling and email synchronization, combined with user-friendly customization and robust reporting features, make it particularly appealing for small to medium-sized businesses and sales-focused teams.
Close's pricing plans require careful consideration, especially for smaller teams with limited budgets and start-ups who are just starting out.
Overall, Close's features and streamlined workflow could make it a valuable asset for the right organization.
And if you're looking a better alternative to Close, lemlist cold outreach software is likely more suitable to your needs and budget.
Close.io software is a specialized CRM platform designed for small to medium-sized businesses, focusing on converting leads into revenue. It integrates key sales functions like email, calling, and SMS into a single inbox, improved by robust sales automation and workflow tools.
Customer Relationship Management (CRM) is a strategy that companies use to manage interactions with customers and potential customers. CRM helps organisations streamline processes, build customer relationships, increase sales, improve customer service, and increase profitability.
From contact management to bulk email sending and note-taking for interactions with potential leads, Close streamlines these processes. Overall, Close CRM has proven to be an indispensable tool for sales teams, helping them streamline their workflows and improve their communication with leads.
The Close app requires iOS version 12.4 or later. Download the Close app on your Android here. Regardless of your mobile device, you can head to the App Store or Google Play and search for Close CRM .
Close CRM, also known as Close.io, is a customer relationship management platform designed to assist sales teams with managing their leads, contacts, and communication effectively. Close CRM and sales productivity tools help businesses close more deals faster.
No, close.io doesn't have a free forever plan. It only offers 14-day free trial.