sales strategy
Last Update
Jan 18
2024
Reading Time
7 min.

Close.io Review - Key Features, Pros & Cons, and Pricing in 2024

lemlist team

Close.io software is known for a reason in the CRM and sales automation market, promising to simplify and enhance everyone’s sales journey.

But does it align with your specific business needs? What are the functionalities that could give you value for money?

This 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.io overview

What is Close

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. 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 and grow efficiently.

Who is Close for

Close has the following typical customers:

  • Freelancers
  • Mid Size Business
  • Non-Profit
  • Small Business

Close ratings

G2 - 4.6/5 (718 reviews)

Capterra - 4.7/5 (157 reviews)

On which platforms is Close supported

Close can be used on: web, iPad, and iPhone.

Which languages Salesloft support

You can use Close in English language solely.

What are supported integrations

Close integrates with the following applications:

Retool, HubSpot Marketing Hub, Make, Driftrock, ActiveCampaign, QuotaPath, Spiff, Calendly, Clearbit, Zapier, Gmail, MeisterTask, Segment, DocuSign, Airtable, Zoom Meetings, Gong.io, Drift, Actiondesk, Dripify, Help Scout, Stripe, LeadsBridge, GetAccept, JustCall, Slack, Microsoft 365, Drip, Fivetran, hotglue, Dreamdata, Google Calendar, Mailchimp, Clay, Asana, PandaDoc, SavvyCal, Google Sheets, Intercom, LeadFuze, Shopify.

What’s the level of Close support

Close offers the following support options:

Email/Help Desk, Chat, Knowledge Base, Phone Support, FAQs/Forum

Does Close offer API

Yes, Close has an API available for use.

What are Salesloft training options

You can get Close training through Videos, Live Online, Documentation, and Webinars.

Core features and functionalities

Free Online Demo (No Sign Up Required) - Close CRM

Fast Setup and Easy Migration

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.

All-in-One Selling Platform

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.

Automated Outreach

Close features Workflows and automated follow-up reminders to increase response rates without manual effort, helping users see ROI in a few weeks.

Forecast - Sales Outcome Prediction

The Forecast tool in Salesloft enhances the accuracy of predicting future sales outcomes.

It analyzes existing sales data to provide forecasts, enabling sales teams to strategize effectively and plan for future sales scenarios.

CRM and Sales Productivity Tools

The platform is designed to help startups and small businesses close more deals faster, with tools tailored for sales productivity.

Integrations

Close offers a range of integrations to work seamlessly with any tool in your stack, enhancing its usability and adaptability.

Communication Tools

The CRM includes advanced communication tools that facilitate direct engagement with leads and customers through various channels.

Sales Automation

Close automates key sales tasks, reducing the manual workload and increasing efficiency.

Reporting and Analytics

The platform provides reporting tools for quick KPI reports and training, enabling sales teams to track and analyze their performance effectively.

User-Friendly Interface

Close is praised for its simplicity and ease of use, ensuring full team engagement and quick onboarding.

Customer Support and Resources

Close offers robust customer support and resources, including a help center, API documentation, and product updates.

Security

The platform emphasizes security, ensuring that user data is protected and managed responsibly.

Pros

These features highlight Close as a versatile and user-friendly CRM for businesses looking for cost-efficient solution with robust sales and communication tools:

  • Integrated Calling: Enables direct calls from the platform for streamlined sales communication.
  • Two-Way Email Sync: Automatically syncs emails for complete communication tracking.
  • Customizable Reporting: Provides tailored reports for in-depth sales insights.
  • API for Easy Integration: Facilitates seamless integration with other tools and services.
  • Affordable Pricing: Offers a cost-effective solution compared to other CRMs.
  • Excellent Customer Support: Known for responsive and helpful customer service.
  • User-Friendly Interface: Features an intuitive and easy-to-use design.
  • Ideal for SaaS and Sales Agencies: Tailored to meet the needs of SaaS companies and sales agencies.
  • Rich Customization Options: Offers extensive customization through a flexible API.
  • Productivity and Workflow Enhancement: Improves management and workflow efficiency, boosting productivity.

Cons

These points highlight areas where Close may fall short, particularly in terms of integration, customization, advanced features, and user support, which are crucial considerations for when choosing a CRM platform:

  • Limited Integrations: Close.io's integration options are not as extensive as those offered by some other CRM platforms.
  • Higher Pricing for Small Teams: The cost may be prohibitive for smaller teams or startups, especially in comparison to other CRMs.
  • Customization Limitations: Users may find customization options less extensive than desired.
  • Lacks Some Advanced Features: May not include certain advanced features found in enterprise-level CRM solutions.
  • Issues with HTML Emails: Users have reported difficulties in effectively using HTML emails within Close.io.
  • Missing Features for Price Point: Some essential features expected at its price range are absent.
  • Email Analytics Challenges: Users find it hard to understand and utilize email analytics like open rates and campaign effectiveness.
  • Cost Tracking for Calls: Difficulty in tracking and understanding the costs associated with calls.
  • Inefficient Workflows and Automations: Users have experienced poorly set up or non-functional workflows and automations.
  • Technical Support and User Experience Issues: Challenges in getting effective technical support, along with user experience issues like slowness and complexity.

Pricing and value for money

Close plans

Free trial: 14 days

Startup: $49/mo/1 user

  • Store Leads, Contacts, and Opportunities
  • 3 Workflows
  • Email and calendar sync
  • Zapier integration
  • Power Dialer

Professional: $299/mo/3 users

Includes all Startup features, plus

  • Increased Leads, Contacts, Custom Fields, and Email Templates
  • Multiple Pipelines
  • 25 Workflows
  • Custom Activities

Enterprise: $699/mo/5 users

All Professional features, plus

  • Custom Objects (Beta)
  • 100 Workflows
  • Call Coaching
  • Predictive Dialer

Value for money

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.

While the pricing may be a consideration for smaller teams or startups, the potential for increased productivity and streamlined sales workflows can justify the investment.

For companies that can fully leverage its suite of features, Close offers a comprehensive, all-in-one CRM solution that can significantly enhance sales performance.

What's the best Close outreach software alternative

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.

Here’s why lemlist is often the preferred choice over Close:

  • Lead Database and Enrichment: lemlist offers an advanced lead database and enrichment feature, contrary to Close, enabling more precise and relevant outreach.
  • Email Warm-up: lemlist's automated email warm-up helps build a stronger sender reputation, enhancing email deliverability more effectively.
  • Custom Image & Video variables: Unlike Close, lemlist allows customizing images and videos in emails at scale, making campaigns more engaging and increasing response rates.
  • Automated Follow-ups: lemlist ensures consistent and effortless communication with automated follow-ups, a step ahead of Close that offers solely reminders.
  • A/B Testing: With lemlist's A/B testing capability, users can develop more refined and audience-specific messaging strategies, offering a more targeted approach than Close.
  • In-app Live Support: lemlist provides immediate in-app support, ensuring users can efficiently utilize all features and minimize downtime, unlike Close, which offers only email support.
  • Free Warm-up and Email Booster: lemlist enhances email deliverability and engagement without additional costs, a unique offering not found in Close.
  • AI-generated Campaigns: AI to generate campaigns in lemlist leads to highly personalized and optimized outreach, setting it apart from Close regarding efficiency and conversion rates.

Need more to decide which one suits your needs better?

Here’s a full comparison table of lemlist vs Close:

Feature lemlist Close
B2B Lead Database
Email Finder and Verifier
Chrome extension
Email warm-up and deliverability booster
Custom text
Custom images
Custom videos
Multisender per campaign
Cold email templates
Advanced conditions in sequence
Automated follow-ups ❌ (only reminders)
Task management
A/B testing
Campaign performance report
CRM integrations
Zapier
API
In-app live support
Free warmup and email booster
Icebreaker generated by AI
Campaign generated by AI
Unsubscribe link feature

The key takeaways

In conclusion, Close is a robust and efficient CRM tool, especially suited for businesses focused on boosting their sales processes and customer engagement.

While its pricing may require careful consideration, especially for smaller teams, its features and streamlined workflow could make it a valuable asset for the right organization.

And if you're looking to Close outreach software alternative more suitable to your needs and budget, check out why so many users choose lemlist.

lemlist team
Your source of actionable outreach tips and strategies that will help you get replies and grow your business.

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