Close.io Software


Close.io is a cloud-based customer relationship management (CRM) system. It is suitable for small and midsize businesses in all industries. Primary features include lead management, call management, two-way email sync and reporting.

Close.io helps companies to manage their sales workflow. The software provides sales teams with a visual representation of ongoing sales processes.  

Other features include a built-in text messaging feature, sales pipeline view, automatic reminders and task management tools. The software has an open API and offers integration with various other applications including Zapier, Zendesk, Wufoo, Clearbit, Bedrock Data, Quickmail.io, HipChat, Tenfold and SalesOptimize.

Close.io is available in a subscription pricing model. Support is offered via email, phone, online FAQ documentation and a self-service knowledge base.

Advanced search
Advanced search
Advanced search
SMS feature
SMS feature
Call notes
Call notes
Lead management
Lead management
Pipeline view
Pipeline view
Reporting
Reporting

Supported Operating System(s):

Web browser (OS agnostic)



109 Reviews of Close.io

Overall rating

5.0 / 5 stars

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Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Big fan of Close.io

Happy with Close.io. We'll continue to use them.

Pros

Too many to list. During the trial our team already saw an ROI for the software. Very easy to use and great for keeping sales teams organized.

The CEO has tons of great resources available.

Cons

Can't think off too many. An integrations marketplace would be great to see.

Review Source: Capterra

Gabe from NextPaw

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Keeps sales focused on relevant tasks rather than wasting time on housekeeping tasks

Pros

It makes the sales team at my company so much more efficient and keeps them focused on relevant tasks rather than wasting time on housekeeping tasks

Cons

Some small learning curve for some of the more advanced features.