Close
About Close
Close Pricing
All Close plans come with a free 14-day trial, no credit card required. Pricing is per user, per month. 15% discount for annual plans. Prices below do not reflect this discount and are standard month-to-month pricing. Starter: $29/user (monthly) Basic: $69/user (monthly) Professional: $99/user (monthly) Business: $149/user (monthly)
Starting price:
$49.00 per month
Free trial:
Available
Free version:
Not Available
Most Helpful Reviews for Close
1 - 5 of 155 Reviews
Rod
Marketing and Advertising, 2 - 10 employees
Used less than 12 months
OVERALL RATING:
4
Reviewed March 2022
Close is the best way to track leads through the sales process
Anna
Verified reviewer
E-Learning, 1 employee
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
Reviewed October 2015
Close.io for therapists, tutors and coaches
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.
PROSEverything 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.
CONSI'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.
Charles J
Verified reviewer
Construction, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed August 2023
Great CRM solution allows you to track all your efforts in one place.
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.
PROSEasy 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.
CONSI 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.
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
2
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed November 2018
Most your organization will ask, "why aren't we using Salesforce?"
Skip it.
PROSGreat 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.
Akshay
Verified reviewer
Computer Software, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed September 2020
Great Beginner CRM Tool
Great tool overall to get started for a founder with little sales experience
PROS- Very easy to get started / intuitive interface - Enables you to send emails straight from tool and manage inbox - Ability to set reminders and follow ups - pipeline UI, similar to salesforce or hubspot
CONS- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this - hard to tell when prospect opened email
Reasons for switching to Close
Email inbox management in Close