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Close Reviews
59 reviews
Save BIG on
Close
Save up to $1,205 on Close
Close
Used by 632 members
20% off monthly or annual plans
Save up to $1,205 on Close
Save BIG on
Close
- 01 What is Close?
- 02 Pros and cons from reviewers
- 03 Main features
- 04 How Close compare to similar software?
- 05 Who is Close best for according to our reviewers?
- 06 Close Reviews
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01 What is Close?
Close is a SaaS-based CRM designed by sales teams for sales teams. It is a modern, powerful, and user-friendly platform that helps businesses meet their objectives. Close aids in deploying an effective omnichannel strategy, allowing you to reach your targets through calls, emails, or SMS. It centralizes the needs of sales teams and enhances their productivity. The platform provides visibility on the progress of leads at every stage of the sales pipeline, from lead import to lead scoring to customer relationship management. Close is versatile and can be used by a wide range of companies including those in SaaS software, financial services, insurance, e-commerce, and real estate. By using Close, sales teams are equipped with all the necessary tools to accelerate lead acquisition and conversion, thereby boosting growth.
02 Pros and cons from reviewers
Pros from reviewers
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Rich features and customization options
Close.io offers a wide range of features and customization options, making it ideal for individual users and not just sales teams. It allows for easy integration with domain name emails and importing contacts from Gmail -
Ability to add a phone line and send bulk emails
Close.io offers unexpected features such as the ability to add a phone line and send bulk emails, which are not commonly found in other CRMs -
Excellent customer service
Users have reported excellent customer service experiences with Close.io, which is always a significant advantage in any software. -
Impressive search function
The search function in Close.io is highly efficient, allowing users to locate a funding agency by simply inputting a client's name -
Multi-touch marketing campaigns
Close.io allows users to create multi-touch marketing campaigns using the call cadence function, which automates emails, calls, and activities, giving users a competitive edge in closing business
Cons from reviewers
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Expensive for budget-conscious teams
While Close.io offers a range of features, its cost may be prohibitive for smaller or budget-conscious teams -
Cluttered user interface
Despite its clean UX/UI, the simplicity of Close.io can sometimes lead to clutter, making it easy to create multiple entries and making it unclear which is the right profile. -
Basic analytics on emails
Users have reported difficulty understanding the analytics on emails, such as open rates and campaigns, leading some to rely on other tools for these insights -
Limited data analysis capabilities
Despite its impressive search function, Close.io lacks in-depth data analysis tools, making it difficult for users to extract meaningful insights from their data -
Inefficient email chain function
The email chain feature requires manual setup for each sales contact, which can be time-consuming and impractical for larger sales teams
Close
CRM platform
20% off monthly or annual plans
Save up to $1,205
03 Main features
Starting Price
Free Plan
Automate SMS and email
Supercharge your sales with Intelligent Reporting
Measure your team's performance with Team Reporting
Prioritize your prospects easily
Streamline your communication with email templates
More details about Close plans
Starting Price
$29
per user per month
Free Plan
No
Automate SMS and email
Supercharge your sales with Intelligent Reporting
Measure your team's performance with Team Reporting
Prioritize your prospects easily
Streamline your communication with email templates
Close
CRM platform
20% off monthly or annual plans
Save up to $1,205
04 How Close compare to similar software?
When delving into a comparison of the two robust CRM tools, Pipedrive and Close, it becomes evident that two key factors stand out as significant differentiators: customization capabilities and sales reporting and analytics functionalities. Pipedrive distinguishes itself particularly in the realm of customization, providing users with the exceptional ability to tailor their sales processes according to their unique workflows and business requirements. This tool enables the creation of custom fields, stages, and activities, thereby granting sales teams the empowerment to align the CRM precisely to their specific needs. The flexibility Pipedrive offers allows for seamless integration across various industries and business models, rendering it a versatile choice.
Alternatively, while Close also boasts a plethora of robust sales management features, it falls slightly short in comparison to Pipedrive in terms of customization options. The degree of adaptability and fine-tuning available...
Close
Used by 632 members
CRM platform
20% off monthly or annual plans
Save up to $1,205
Pipedrive
Used by 2864 members
Stay focused on sales and collect more leads with this lead management software
30% off for 12 months
Save up to $3,564
05 Who is Close best for according to our reviewers?
-
Founders with minimal sales experience
Close.io's straightforward and intuitive interface makes it an excellent tool for founders who are new to sales. It allows them to manage their inbox, set reminders and follow-ups, and has a pipeline UI similar to Salesforce or Hubspot. However, they may struggle to understand the analytics on emails. -
Small B2B sales departments
Close.io is invaluable for these users as it allows them to do everything within the app itself, eliminating the need to transfer information from one source to another. It offers real-time integration with Gmail, the ability to record calls, and fantastic support. -
Sales agents
Close.io is ideal for sales agents who need to create multi-touch marketing campaigns. It offers features like predictive dialer, voicemail drops, call cadences, and email marketing tools. However, it may not be suitable for larger scale operations due to a lack of tagging and order, and basic search functionality. -
Private practice professionals offering online therapy
These users can benefit from Close.io's rich features and customization options. It allows them to integrate their domain name email, import contacts from Gmail, and locate funding agencies through a powerful search function. They can also assign statuses to their clients and gather leads from their websites. -
Teams using the Predictable Revenue sales approach
Close.io's adaptable and comprehensive API allows for customization of any component, making it an excellent tool for these teams. All activities like calls, emails, and lead status changes are automatically tracked, enabling sales managers to easily determine how much activity produces certain sales results.
Close
CRM platform
20% off monthly or annual plans
Save up to $1,205
06 Close Reviews
Close rating
Close Reviews
-
Amb. Cleveland Stoltenberg
Practical, No-Add-On Setup with Routing & Reminders
I found Close through Joinsecret and got around 20% off, so I was willing to test it, and it ended up being a practical choice because the call logging, reminders, and lead routing covered most of what we needed without extra add-ons
May 27, 2026
-
Sang Ward
Sales-Focused CRM with Useful Reporting
Close does a good job for teams that care more about selling than endless customization, and I have found the reporting useful for spotting bottlenecks, even if the dashboard options are a bit less flexible than some larger platforms
May 25, 2026
-
Tomas Daniel
Power Dialer + Coaching Inside the CRM
We moved to Close mainly for the power dialer and call coaching features, and it genuinely helped our outbound process feel more organized, especially with call recordings available right inside the contact record
May 20, 2026
-
Cristie Mosciski
Reps Actually Use It (Plus Sequences)
We signed up with a Joinsecret discount that knocked roughly 20% off the monthly cost, which was nice, but the real value has been the built-in sequences and the fact that reps actually remember to use the CRM
May 19, 2026
-
Shakia Bergstrom
Fast Lead Workflows with Smart Views & Sequences
What I like most about Close is how fast reps can work through leads with Smart Views and email sequences without the CRM feeling bloated, though I did have to spend a little time setting up fields properly at the start
May 14, 2026
-
Isa Hintz
One Screen for Calls, SMS, and Email
We also came in with a Joinsecret offer that saved us close to 20%, and while that helped with budgeting, the part I actually talk about to other founders is how easy Close makes it to manage outbound calls, SMS, and email from one screen
May 11, 2026
-
Fredericka Kerluke
Reliable Email Sync and Smooth Handoffs
The email sync in Close has been reliable for us, and I appreciate that tasks, calls, and notes all live in one place, so account handoffs are much smoother than they were in our last setup
May 6, 2026
-
Lorenzo Bashirian DC
Discount Made the Switch—Automation Made Us Stay
I picked Close after comparing a few sales CRMs, and getting about 20% off through Joinsecret on the annual plan made the switch easier, but what kept us there was the automation around follow-ups and the clean pipeline view
May 2, 2026
-
Anjanette King Sr.
All-in-One Calling, SMS & Timeline
Close has been a solid fit for our small sales team because the built-in calling and SMS save us from bouncing between tools, and the activity timeline makes it easy to see every touchpoint before a follow-up
April 28, 2026
-
Amb. Winfred Leuschke
Snappy UI and Strong Search
Close is one of the few CRMs I have used where the interface does not slow people down, and the search is surprisingly good when you need to pull up a lead fast during a live call
April 28, 2026
Start saving on the best SaaS
Secret has already helped tens of thousands of startups save millions on the best SaaS like Microsoft Teams, Google Workspace & many more. Join Secret now to buy software the smart way.