Close

United States HQFounded 2013

Deployment

Web-basedWindowsMac

Best for

SmallMediumLarge

Overview

About Close

Close CRM software can easily create a route of growth for your business. It increases the sales team's productivity with sales force automation by taking care of core operations. The integrated reporting & forecasting tools help the sales team build a brand's image through the sales pipeline, marketing, and sales strategies. The core features of Close CRM include lead generation & management, task & workforce management, custom activities, etc. Close acts as a sales growth engine by using leadership boards, call coaching, template, email automation, integrations, and API access, etc.

At a glance

Software information

Industries served, licensing and the support Close provides.

Industries

  • Accounting
  • Logistics-supply-chain
  • Marketing-advertising

Licensing

  • Proprietary
  • Monthly Payment
  • Annual Subscription
  • Free trial

Support

  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video
  • Blog
Languages (1)
English

Review analytics

What customers report

5.0
Based on 5 verified reviews

What users say

Review Analytics of Close

Every review is verified through Goodfirms before it's published.

5.05 Verified Reviews
Review Summary
Summarized from 5 verified reviews · Updated September 2026
Close is praised for its straightforward, intuitive interface and practical communication tracking features that users find simpler than competing CRMs. Reviewers highlight built-in calling capabilities, drip sequences, workflow automation through integrations like Zapier, and buyer journey prompts as valuable time-savers. Some users note occasional minor bugs and the need to download a separate app for phone calling, though these drawbacks don't deter long-term users who consistently recommend Close for small businesses and nonprofits.
✦ AI-generated summary. May not reflect every review.
Detailed Reviews of Close
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What reviewers mention most

Erik Zahnlecker, Co-Founder, COO at Allocate.aiVerified Review
Posted on Apr 8, 2020

“Close is a powerful and easy to use CRM”

Overall rating5.0

Close has an intuitive user interface and is supercharged by its many available integrations. We leveraged the Zapier integration and in doing so automated a good portion of the work we were previously doing manually. It was as if we added another member to our team. Highly recommend

Joe GattoVerified Review
Posted on Mar 25, 2020

“Most complete & easy-to-use CRM”

Overall rating5.0
I find Close to be excellent because, in addition to the standard features available on all CRMs, you can set up to prompt you on every step of the buyer's journey. Its UX is easy on the eyes. The calling features help busy salespeople make the most of their time and stay focused & motivated when cold calling.
David Lee, Manager at CPD Online CollegeVerified Review
Posted on Feb 20, 2020

“Straight to the point and no added mess”

Overall rating5.0

After trying multiple CRMs at CPD Online College over the years we settled on Close.io. This is a little less common than some of the bigger players but it is fantastic for recording all contact simply and efficiently. It doesn't have as much of the complex functionality as some of the others so it is simple and easy to use for anyone joining our team as well as existing staff. Some of the larger CRMs have so much unnecessary functionality that it makes it difficult to understand and use quickly. Close.io lets us just focus on speaking with existing and new customers and offering the best service possible.

Kyle Stremme 🦄, VP of Multi Unit and Franchise System Growth at FetchRevVerified Review
Posted on May 13, 2019
Overall rating5.0
Michael Kaiser-Nyman, President at EpicodusVerified Review
Posted on May 13, 2019

“Highly recommended”

Overall rating5.0
I've used Close for several years at multiple organizations. I regularly evaluate other CRMs but keep returning to Close. It makes tracking communication so much easier than other solutions, and it keeps adding new time-saving features like built-in drip sequences. My only qualms are that making phone calls requires downloading an app, and there are regularly very small bugs that take a while to get fixed. I'd highly recommend Close to small business and non-profits needing to track any sort of pipeline.

Capabilities

Close features

The full feature set, grouped by module.

CRM Software

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • Forecasting & Analytics
  • Lead Management
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Workflow Automation

Sales Force Automation Software

  • Account Management
  • Campaign Management
  • Channel Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Sales Forecasting
  • Workflow and Approvals

SMS Marketing Software

  • Contact Management
  • Drip Campaigns
  • Mass Texting
  • Message Personalization
  • Repeating Messages
  • Reporting & Analytics
  • Scheduled Messaging
  • Two-Way Messaging

Call Center Software

  • Call Logging
  • Call Recording
  • Conference Calling
  • Escalation Management
  • Interactive Voice Response
  • Predictive Dialer
  • Queue Management
  • Reporting & Analytics
  • Voicemail

Predictive Dialer Software

  • Call Monitoring
  • Call Recording
  • Call Scheduling
  • Call Transfer
  • Lead Management
  • List Management
  • Reports
  • Voicemail Detection

Plans

Close pricing

Price Type
Month
Free Version
No
Payment Frequency
Monthly Payment, Annual Subscription
Preferred Currency
USD ($)
Free Trial
14 Days
Standard$49 / month

Media

Screenshots & video

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