# Close Software Reviews, Demo & Pricing - 2026 > Review of Close Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/close-io-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Close Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/close-io-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/close-io-profile/alternatives/) # Close 2026: Benefits, Features & Pricing Wondering if Close is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Close 4.7 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Pricing Starting at $9.00 per month ### About Close Close is a conversation-first CRM (customer relationship management) solution built for founders and small, scaling sales teams to manage every conversation in one place — so they can move faster and close more deals. With built-in calling, email, SMS, automation, and AI, Close eliminates tool sprawl and manual logging so teams can focus on selling, not admin. Close embeds calling, email, and SMS natively inside the platform. Every conversation is automatically logged, searchable, and connected to the contact record it belongs to, so sales teams can increase their follow-up discipline without juggling tools or letting leads slip through the cracks. Core capabilities include: - Built-in calling with Power Dialer and Predictive Dialer so reps reach more leads without manual dialing - Inbox for managing two-way email conversations with open and click tracking - Smart Views for dynamically filtered lead lists based on activity, status, or custom criteria - Pipeline management with Opportunities and deal tracking across stages - Workflow Automation for multi-step follow-up sequences across calls, email, and SMS — without technical setup - Web Forms for capturing and routing inbound... leads directly into the CRM - Call coaching tools including listen, whisper, and barge Close automates the sales activities that happen between conversations: - Notetaker joins calls and meetings to record, transcribe, and summarize every conversation - AI Drafts writes follow-up emails after each call - AI Summaries give reps instant context on any lead - AI Enrich pulls live company and contact data from public sources - A native MCP server lets your team use Close data directly inside ChatGPT, Claude, Cursor, n8n, and VSCode These features are part of Chloe, Close's built-in AI sales assistant — with expanded capabilities, including AI voice, coming in Spring 2026. Close is used by small to mid-sized sales teams (typically 1 to 100 reps) in SaaS, fintech, real estate, insurance, recruiting, staffing, and professional services — particularly by founders and sales managers running relationship-driven sales at companies that prioritize speed and follow-up discipline. Plans start at $9/user/month with built-in calling, email, and SMS included. Plans scale as your team grows: Solo ($9), Essentials ($35), Growth ($99), and Scale ($139). Custom pricing available for teams of 10+. No contracts required. 14-day free trial — no credit card, no obligation. Wondering if Close is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Close User Interface ## Popular Close Alternatives Main Product Close 4.7 [(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.36Value for money - 4.55Customer support - 4.29Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Slack](https://www.softwareadvice.com/remote-support/slack-profile/) 4.7 [(24118)](https://www.softwareadvice.com/remote-support/slack-profile/reviews/) Ratings Breakdown - 4.61Ease of use - 4.55Value for money - 4.43Customer support - 4.56Functionality Pricing Starting at $8.75 per month Get Price Alternative Product [Substrata Q](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/) 4.9 [(166)](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/#reviews) Ratings Breakdown - 4.95Ease of use - 4.86Value for money - 4.83Customer support - 4.90Functionality Pricing Available upon request Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [Cognism](https://www.softwareadvice.com/crm/cognism-profile/) 4.7 [(257)](https://www.softwareadvice.com/crm/cognism-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.46Value for money - 4.63Customer support - 4.65Functionality Pricing Starting at $1000.00 per month Get Price ## Close Pricing and Plans Starting price: $9.00 per month Free Trial Free Version Solo $9.00 per user, per month Plan includes: - Limited to 1 user - Store 10,000 leads - Forms - Pipeline - Centralized inbox & task lists - Built-in calling + SMS - AI Enrich - 2-way email sync - Calendar sync - Activity reports Read More Essentials $35.00 per user, per month Plan includes: - Unlimited leads + contacts - Multiple pipelines - Advanced lead & activity filters - Forms - Built-in calling + SMS - Centralized inbox & task lists - AI Enrich - 2-way email sync - Email support - Calendar sync Read More Growth $99.00 per user, per month Plan includes: - Power Dialer - Sales Leaderboard - Unlimited leads + contacts - Multiple pipelines - Advanced lead & activity filters - Forms - Built-in calling + SMS - Centralized inbox & task lists - Workflows - AI Email Assistant Read More Scale $139.00 per user, per month Plan includes: - Comparison Reports - Custom Reporting Graphs (Explorer) - Voicemail Drop - Unlimited leads + contacts - Built-in calling + SMS - Multiple pipelines - Advanced lead & activity filters - Forms - Centralized inbox & task lists - Workflows Read More Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Close Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of Close Activity Dashboard Activity Tracking AI/Machine Learning Alerts/Notifications API Appointment Scheduling Audience Targeting Auto-Dialer Automatic Call Distribution Automatic Outbound Dialer Batch Processing Calendar/Reminder System Calendar Sync Call Center Management Call Conferencing Caller ID Call List Management Call Logging Call Monitoring Call Queues Call Recording Call Reporting Call Routing Call Tracking Call Tracking Metrics Call Transcription Call Transfer Call Whispering Campaign Analytics Campaign Management Campaign Personalization Campaign Segmentation Canned Responses Channel Management Click Tracking Client Management Collaboration Tools Commenting/Notes Commission Management Communication Management Computer Telephony Integration Configurable Workflow Contact Database Contact Management Content Delivery Content Library Content Management Contract/License Management Conversation Intelligence CRM CRM Integration Customer Database Customer Segmentation Customizable Branding Customizable Fields Customizable Reports Customizable Templates Dashboard Data Entry Data Import/Export Data Security Data Synchronization Data Visualization Deal Management Document Management Document Storage Drag & Drop Drip Campaigns Email Marketing Email Monitoring Email Sequences Email Templates Email Tracking Engagement Tracking Field Sales Management File Management Forecasting For Financial Institutions For Insurance Industry For iPad Devices For Mac Devices For Real Estate For Sales Teams/Organizations For Small Businesses For Startups Inbox Management Interaction Tracking IVR Lead Assignment Lead Capture Lead Distribution Lead Engagement Leaderboards Lead Generation Lead Management Lead Notifications Lead Nurturing Lead Qualification Lead Scoring Lead Segmentation List Management Marketing Automation Meeting Management Mobile Access Mobile App Monitoring Multi-Channel Communication Multiple User Accounts On-Demand Recording Online Voice Transmission Opportunity Management Performance Management Performance Metrics Personalization Pipeline Management Pipeline Reports Power Dialer Predictive Dialer Prioritization Prospecting Tools Queue Management Real-Time Analytics Real-Time Data Real-Time Monitoring Real-Time Notifications Real-Time Reporting Recording Referral Tracking Relationship Tracking Reminders Reporting & Statistics Response Management ROI Tracking Role-Based Permissions Routing Sales Activity Management Sales Forecasting Sales Reports Sales Trend Analysis Search Search/Filter Self Service Portal Shared Contacts Signature Management Single Sign On SMS Messaging Target Account Identification Task Scheduling Template Management Templates Third-Party Integrations Unified Communications Video Conferencing Visual Analytics Voice Mail Web-based Deployment Web Forms Workflow Automation ## Close Integrations Intercom Integration rated undefined from -1 review PandaDoc Integration rated undefined from -1 review ActiveCampaign Integration rated undefined from -1 review Airtable Integration rated undefined from -1 review Asana Integration rated undefined from -1 review Bento Integration rated undefined from -1 review See all 73 integrations ## Close User Reviews Overall Rating 4.7 Ratings Breakdown 5 74% 4 23% 3 2% 2 0% 1 2% Secondary Ratings Ease of Use 4.6 Value for money 4.4 Customer support 4.5 Functionality 4.3 Charles J W. Verified reviewer Construction 51-200 employees Used daily for more than 2 years Review source Reviewed August 2023 Great CRM solution allows you to track all your efforts in one place. 4 Close bridges the connection gap between organizations and consumers. Using the call cadence function, we can develop a multi-touch marketing campaign that automates human-triggered emails, calls, and activities. Close has given new life to leads that were supposed to be dead, leads that you would not have pursued regularly in the past. I can set up automated follow-up emails and messages to practically stay in front of the consumer. As a result, it offers me a competitive advantage in closing business that I would not have completed otherwise owing to a lack of persistent follow-up and follow-through. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 5 Functionality Pros: Easy setup, analytical and simple-to-understand dashboards, predictive dialer rocks, voicemail drops, call cadences, and email marketing tools are all available. I enjoy the Smart Views in Close function and the inbox tool, and I like the fluidity of the email follow-up. I feel so much better knowing that everything is in one place and that I can simply exchange information with my team; my customer service experience has also been excellent. Cons: I don't like how Close retrieves my planned send emails before they send; if I modify the email I'm scheduling, Close logs all versions. I also believe filters take time to get used to, and I'm not always sure I'm filtering correctly. I wish there was a one-stop video that answered all of your questions or walked you through the intricacies of Close. Read More Joshua F. Verified reviewer 2-10 employees Used unspecified for unspecified Review source Reviewed March 2015 It's like magic 4 We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data of our salesmen and to make easier for them to keep track of their clients by client type. We used a CRM (highrise), but the data it gave us was no longer enough to know more about whether the size and type of clients - and opportunities - our sales team were generating was the right kind given our current strategy. We initially requested a trial by importing a subset of random data of our former CRM but we felt this was not useful, because not all of those imported leads were relevant to us at the moment. When support from close.io gave us the option to extend our trial period, we deleted all of the previous leads and instead started adding new leads into the platform. That's when we notice the main strong point of close.io: by adding our first lead's email, within seconds we had a full history of each email we exchanged in the past. The desktop app works like a charm. Also, when you have a small sales team like ours, it's great to add a lead and check if one of your teammates already make a contact. Finally, it's amazing how easy is to categorize leads, we even use it to keep track of investors, allies and competitors. The call feature is also a huge breath of fresh air into a follow-up process. The fact you can make calls straight from the app, that those calls get recorded and also get tracked into a lead's history ensures automatic track of almost every kind of interaction with a lead. In our case, although we tried it and it worked great, we won't make use of it because our small office space forces us to do calls by getting outside the office, and given our internet connection is not that solid we will keep making calls the way we are right now and evaluate a full switch later. In a few words: if you have a small sales team and you want to make them doing more closing and less data insertion into follow-up tools, consider switching to close.io Ratings Breakdown Pros: The email auto-tracking is by far the the tool of close.io. The fact you can create a lead and it automatically brings all of the history of emails you exchanged with them gives a lot more insight and visibility into salesman follow-up performance. Also, the call feature; if you have a strong internet connection, and especially if you're a startup and your salespeople is constantly on the run. Support also responds very quickly to feedback, which made a lot easier the switch from our former CRM. Cons: For our business, it´s very important to do bulk imports. However, the tool does not let you to opt out of duplicating leads, which makes us take longer to "curate" each file we want to import. Read More VR Verified Reviewer Computer Software 51-200 employees Used daily for more than 2 years Review source Reviewed November 2018 Most your organization will ask, "why aren't we using Salesforce?" 3 Skip it. Ratings Breakdown 2 Ease of use 2 Value for money 3 Customer support 2 Functionality Pros: Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs? Built in VoIP is a nice feature, but do your math and make sure the price is worth it. Cons: \- Searching for data is near impossible. Can't filter for anything logically without getting into "raw queries," so you better be half an engineer if you want to search for anything. - Reporting is a joke. The reporting tools might as well not exist. Be prepared to ask developers to leverage the API and sync into some other tool. - No matter what they may sell you, it's a CRM best used with small sales teams. It's not for account management or companies that expect anyone without an engineering degree to figure out how to analyze the data inside of it. Read More Anna K. Verified reviewer E-Learning Self-Employed Used unspecified for free trial Review source Reviewed October 2015 Close.io for therapists, tutors and coaches 5 I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams. Ratings Breakdown 5 Ease of use 4 Value for money 5 Customer support Pros: Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients. The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency. Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals". I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io. The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones. I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number. Cons: I'm in Canada. I wish the price wasn't so high, especially with the exchange rate. As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches. Read More Nick P. Verified reviewer Internet 11-50 employees Used unspecified for more than 2 years Review source Reviewed March 2015 A modern sales platform optimized for outreach 5 While Close.io is a CRM by definition, I consider it more of a sales platform. I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers. With built-in call and email integration, Close.io is designed for salesperson outreach. It eliminates unnecessary data entry, and is the perfect companion for any sales team using the "Predictable Revenue" (A book by Aaron Ross) approach to sales. All activity (calls, emails, lead status changes) is automatically tracked, leaving the sales rep to just write contextual notes for each activity. The automatic tracking of activity leads sales managers to easily determine how much activity yields certain sales results. Those answers are the holy grail when it comes to building a scalable sales process. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: \- Built-in call and email integration. - Flexible and powerful API w/ great documentation. - Dynamic lead lists (called "Smart Views") powered through search. - Native Mac and WIndows apps. - Responsive support team. - Custom fields Cons: \- Costly for budget conscious teams. (But not less expensive than Salesforce and like platforms) - No native mobile apps yet. (Not recommended for outside sales teams) Read More James T. Verified reviewer Online Media Used unspecified for unspecified Review source Reviewed March 2015 Best CRM I've had the pleasure of using 5 Close.io has been a huge help to our small B2B sales department. Before close.io we were using multiple programs to email, call, track, notate, and manage customers. It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other. Ratings Breakdown Pros: The features that helped us the most: -real-time integration with gmail. We send and receive all our email through the app. Besides being more convenient it also keeps all correspondence logged in an easy to reference way. -recorded calls - all calls and voice-mails are automatically listed right along with notes and emails. This is incredibly useful with longer sales cycles. We are able to go back and actually hear what the customer said on the call two months ago. So much better than just notes, especially if there is every a disagreement. - Support is amazing. Always very responsive and timely and walked us through our limited implementation issues, (see below). Additionally, they are always improving the app, so about the time I suggest an option I'd like to see it is already slated to be rolled out. Cons: Not really any cons to speak of, but we had a couple issues at first: - call quality was poor. This was due to trying to use a wireless connection and after switching everyone over to wired, it went away. So while not an app problem, something to consider if you or your team work remotely. -Some merging issues when pulling lead data from our web form. Again, this was not an app problem so much as a developer problem on our end, but it was a headache for a couple days none the less. Read More Jordan L. Verified reviewer E-Learning 11-50 employees Used daily for less than 12 months Review source Reviewed September 2016 Rigid structure means only certain sales processes fit (adaptations to all processes are necessary to use effectively) 4 Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed. It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation. Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else. Ratings Breakdown 3 Ease of use 3 Value for money 3 Customer support 2 Functionality Pros: \- Easy to get started - Easy to import leads - Easy to keep track of how everyone at your organization is interacting with the client - Pretty simple, but effective reporting Cons: \- Expensive - Low quality call audio - Low customization - Rigid sales structure set-up Read More JASON M. Verified reviewer Business Supplies and Equipment 11-50 employees Used unspecified for less than 6 months Review source Reviewed February 2016 The future looks bright with Close.IO 5 I have used Close.IO at my past company and this is the only CRM that I can endorse. When I told my team that I was going to update the current CRM tool I was met with a lot of questions and concerns. After showing the video on the Close.IO site and taking questions for about 20 mins my team was buying into the idea of changing over. I was also able to prove to them that there would be a minimum of an hour that each of them would save a day, so that peaked their interest. Then as we ramped up for the change the nervousness kicked in again, so I made sure to stage the rollout in an effort to handle all questions in a controlled manner and prepare for more users. The employees were blown away by the ease of use! And I was impressed at just how smooth it all went. Being a tech guy my learning curve is quick, but from employees in their 20's-50's we had a hugely successful transition into Close.IO. While my team is still early in the game, about 3 weeks into Close, we are seeing AMAZING results. One of my sales guys is up 50% in his personal sales! Others are up 10-20%. My entire team has said that they cannot wait to see what the future holds as we are continuing to find more ways to improve our process. Close.IO has convinced my team that it is the choice CRM tool. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support Pros: Automation and their inbox is a huge pro. Their search feature is arguably the best anyone could ask for. We are still discovering search tricks. GREAT ROI! A great help page on the Close.IO site for finding suggestions and troubleshooting. Cons: We did have a tough time with our firewall when first setting up Close.IO, so make sure to include your Network Admin in the conversation of switching to Close.IO early on in the process. Sometimes getting someone on the phone can be a challenge, but email and scheduling a call have never been a problem. Read More Elias A. Verified reviewer Marketing and Advertising 11-50 employees Used daily for less than 6 months Review source Reviewed April 2021 A solid CRM but not close to the being the best for sales reps. 4 Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations. Ratings Breakdown 3 Ease of use 3 Value for money 5 Customer support 4 Functionality Pros: I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid. Cons: Smartviews even tho it is one of the main features is not that easy to customize or get used to if this is your first CRM. There are better solutions that make this type of customization easier. Read More Tedi A. Verified reviewer Insurance Self-Employed Used daily for free trial Review source Reviewed December 2018 A Waste!! 1 Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it. Ratings Breakdown 3 Ease of use 1 Value for money 1 Customer support 5 Functionality Pros: This software was a colossal waste!! DO NOT waste your time or money!! I used this software for less than a week before they were snooping around dictating my business practices and interrupting my business transactions. I am absolutely disgusted by this service. I tried to get get a hold of the sales rep 5 (FIVE) times and each and every time it goes to voicemail. They don't work weekends and wont answer you on weekends, so don't bother. They will email you a week later and if there are technical difficulties, they absolutely will not talk to you in a timely manner, they will just shut your acount down. THEN they tried to extort me for my credit card in reward for their terrible sales and joke in the form of what they call "tech support/customer service". Ridiculous! I lost so much money dealing with them! It was a horrific experience! Cons: The joke they call "customer service/tech support". It's an extortion scheme! Read More Showing 1 - 10 of 164 Reviews [See All Reviews](https://www.softwareadvice.com/crm/close-io-profile/reviews/) ## Close Popular Comparisons [Salesforce Sales Cloud vs Close](https://www.softwareadvice.com/compare/2764-Salesforce/vs/31057-close-io/)[Slack vs Close](https://www.softwareadvice.com/crm/close-io-profile/vs/slack/)[Substrata Q vs Close](https://www.softwareadvice.com/crm/close-io-profile/vs/substrata-scip/)[Zoho CRM vs Close](https://www.softwareadvice.com/crm/close-io-profile/vs/zoho-crm/)[HubSpot Sales Hub vs Close](https://www.softwareadvice.com/crm/close-io-profile/vs/hubspot-sales/)[Pipedrive vs Close](https://www.softwareadvice.com/crm/close-io-profile/vs/pipedrive/)[OnePageCRM vs Close](https://www.softwareadvice.com/crm/close-io-profile/vs/onepagecrm/) [Compare All Alternatives](https://www.softwareadvice.com/crm/close-io-profile/alternatives/) ## Other Top Recommended CRM Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **141** times [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (243) Recently recommended **137** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **95** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **78** times Stuck Between Options? 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