
Close
Drive sales with Close. CRM and sales communication platform for calling, emailing, and managing leads in one place.
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Top 3 Features
CRM and sales automation software for small to medium-sized businesses.
Built-in calling, emailing, and SMS capabilities, with sales pipeline management.
Reporting and analytics, integrations, and workflow automation.


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Software Category
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Software Description
The software description may have been generated by L2Business during the initial deployment of our directory and may not reflect the provider’s input. L2Business is transitioning to provider-written descriptions; however, we make no representations or warranties regarding the accuracy, completeness, or reliability of this description.
Introduction
Close is a powerful customer relationship management (CRM) and sales automation platform designed specifically for small and medium-sized businesses. With its user-friendly interface, robust feature set, and seamless integrations, Close helps sales teams streamline their workflows, improve productivity, and close more deals. In this review, we will discuss the key features and benefits of Close and how it can help you grow your business.
Lead Management and Sales Pipeline
Efficient Lead Management
Close makes it easy to manage your leads and maintain a centralized database of your contacts. You can import leads from various sources, organize them using custom fields and tags, and track all communication and activities related to each lead. The platform also offers advanced search and filtering options, enabling you to quickly find and segment your leads based on specific criteria.
Visual Sales Pipeline
Close provides a visual sales pipeline that allows you to track the progress of your deals, identify bottlenecks, and make data-driven decisions. You can easily create and customize stages to match your sales process, drag and drop deals between stages, and get real-time insights into your sales performance through the platform's reporting and analytics features.
Communication and Sales Automation
Unified Communication Tools
Close offers a range of communication tools, including built-in calling, emailing, and SMS, allowing your sales team to connect with leads and customers from within the platform. The platform also provides call recording and transcription, automatic email tracking, and customizable email templates to enhance your team's efficiency and productivity.
Powerful Sales Automation
With Close's sales automation features, you can streamline repetitive tasks and save valuable time for your sales team. The platform offers features like automated follow-ups, task creation, and lead assignment, helping you ensure that no opportunity slips through the cracks. Close also supports custom automation workflows using its API, allowing you to create tailored solutions for your business processes.
Integration and Reporting
Seamless Integration with Popular Tools
Close integrates with various third-party tools and platforms, including marketing automation, customer support, and project management solutions, enabling you to centralize your sales and customer data. The platform also offers a robust API, allowing you to build custom integrations and extend the functionality of Close to meet your specific business needs.
Comprehensive Reporting and Analytics
Close provides a wide range of reporting and analytics features that help you gain valuable insights into your sales performance, team productivity, and revenue growth. You can generate custom reports, visualize your sales data using charts and graphs, and track key performance indicators (KPIs) to make informed decisions and optimize your sales process.
Conclusion
Close is an all-in-one CRM and sales automation platform that can significantly improve the efficiency and effectiveness of small and medium-sized businesses' sales teams. With its comprehensive feature set, including lead management, sales pipeline, communication tools, and integrations, Close empowers businesses to streamline their sales processes and close more deals. If you're looking for a powerful, user-friendly CRM solution to drive your sales growth, Close could be an excellent choice for your business.
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Active Pricing Plans
Professional
Per month, billed monthly. Add users for $109/month each, billed monthly. Includes 3 users.
All Startup features, plus:
Increased Leads, Contacts, Custom Fields, and Email Templates
Multiple Pipelines
25 Sequences
Custom Activities
All Close plans include built-in calling, email, & SMS functionality.
$329/month
Main Features
Lead Management
Sales Pipeline Management
Email Tracking & Automation
Call Tracking & Recording
Task Management
Team Collaboration
Reporting & Analytics
Integration With Other Software
Mobile App
Lead Management
Provider Feature Description
The lead management feature in Close software is designed to help users effectively track and manage their leads. It offers a comprehensive dashboard that displays all leads in one place, providing key information such as contact details, lead source, and lead stage. This feature allows users to easily prioritize and categorize leads, as well as assign tasks, set reminders, and track communication history. Additionally, Close offers automation features that streamline lead management processes, such as automated lead routing and follow-up sequences, to enhance efficiency and increase conversion rates.
Sales Pipeline Management
Provider Feature Description
The sales pipeline management feature in Close software helps users track and manage their sales opportunities. It provides a visual representation of the stages in the sales process, allowing users to easily see where each opportunity is in the pipeline. Users can create customized stages, move opportunities between stages, and set reminders for follow-ups. This feature also provides analytics and reporting to help users analyze and optimize their sales performance.
Email Tracking & Automation
Provider Feature Description
The email tracking and automation feature in Close software allows users to monitor the delivery and engagement of their emails. It provides real-time notifications when recipients open or click on links in the email. Additionally, this feature enables users to create automated sequences of personalized emails, streamlining follow-up processes and increasing efficiency in communication.
Call Tracking & Recording
Provider Feature Description
The call tracking and recording feature in Close software allows users to track and record their phone calls for better organization and analysis. It automatically logs all incoming and outgoing calls, providing users with detailed call histories and information. Users can also record calls to review and analyze later, helping them improve their sales and customer service strategies.
Task Management
Provider Feature Description
The task management feature in Close software offers an organized way for users to track and manage their tasks. Users can create and assign tasks, set due dates and priorities, add notes, and collaborate with team members. Close also provides reminders and notifications to ensure tasks are completed on time. This feature streamlines task management, helping users stay organized and efficient in their daily workflows.
Team Collaboration
Provider Feature Description
The team collaboration feature in Close software streamlines communication and collaboration within a team. It includes features like shared inboxes, where team members can view and respond to customer emails collectively, ensuring no queries slip through the cracks. The software also enables real-time internal chat, allowing team members to quickly discuss and share information. Additionally, it offers task management capabilities, allowing teams to assign and track tasks, ensuring efficient teamwork and accountability.
Reporting & Analytics
Provider Feature Description
The reporting and analytics feature in Close software provides valuable insights into sales performance and team productivity. It allows users to generate detailed reports on various sales metrics, such as revenue, lead conversion rates, and deal progress. Additionally, Close's analytics feature tracks and analyzes team activities, such as call volumes, response times, and deal stages, helping users identify areas for improvement and make data-driven decisions to optimize sales strategies.
Integration With Other Software
Provider Feature Description
The integration feature in Close software allows users to connect and synchronize their data with other software tools and platforms. This feature enables users to streamline their workflow by eliminating manual data entry and seamlessly transferring information between applications. With Close's integration capabilities, users can sync various types of data, such as contacts, emails, and activities, with popular software tools like Gmail, Outlook, and Salesforce. This saves time and ensures that users have all relevant information readily available in one central location.
Mobile App
Provider Feature Description
The Close mobile app allows users to access and manage their sales activities on the go. With this feature, users can access important CRM data, make and receive calls, send and receive emails, and update contacts, all from their mobile device. The mobile app ensures that users can stay connected and productive while away from their desks, enabling them to effectively manage their sales pipeline and close deals from anywhere.
How These Features Solve Your Problems
Connect with Software Providers: Ask & Upvote!
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Customer Ratings
Usability
Usability assesses how user-friendly and intuitive the software is. It includes factors like ease of navigation, interface design, and overall user experience. A high rating in this category indicates that users find the software easy to learn and use.
Functionality
and Features
Functionality and Features evaluates the effectiveness of the software's features and its ability to perform its intended functions. It considers the richness of features, their relevance to the users' needs, and how well they integrate to provide a solution.
Performance
and Reliability
Performance and Reliability focuses on the software's speed, responsiveness, and stability. High ratings here would mean the software operates smoothly, with minimal bugs or crashes, and delivers consistent performance.
Customer Support
and Service
Customer Support and Service rates the quality of the customer support provided by the software company. It includes aspects like the responsiveness of customer service, the availability of resources (like tutorials and FAQs), and the overall satisfaction with the support received.
Value for Money
Value for Money assesses whether the software provides good value for its cost. It considers the software's pricing in relation to its features, performance, and the benefits it offers to the user. A high rating here indicates that users feel the software is priced fairly for the value it provides.
Customer Reviews
Software Security Features
Software Integrations
Seamless Connections: Unleash the Power of Integrations
Do you love your current software, but wish it could talk to the others in your tech stack? We hear you! That's where integrations come in.
Here, you can find a comprehensive list of software that integrates with this software, allowing you to:
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Streamline workflows: Effortlessly transfer data between applications, eliminating manual entry and errors.
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Boost productivity: Automate tasks and save valuable time by letting your software work together.
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Gain deeper insights: Combine data from different sources for a unified view of your operations and customers.
Find Your Perfect Match:
Simply browse the software listings below. Each listing will indicate if it integrates with our solution, making it easy to build a powerful, connected ecosystem for your business needs.
Not listed here? No problem! We're constantly expanding our integration network. Feel free to reach out to us to discuss potential integrations with your favorite software.
Customer Support & Implementation
Software Deployment
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Deployment options:
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On-premises: This means that the software is installed on the customer's own hardware and software. This option can be more secure and give the customer more control over the software, but it can also be more expensive and time-consuming to maintain.
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Cloud-based: This means that the software is hosted on a third-party server. This option can be more scalable and cost-effective than on-premises deployment, but it can also be less secure and give the customer less control over the software.
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SaaS (Software as a Service): This is a type of cloud-based deployment where the customer accesses the software over the internet. SaaS is a good option for businesses that need a quick and easy way to deploy software, but it can also be more expensive than other deployment options.
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Web-based: This means that the software is accessed through a web browser. Web-based software is typically easy to use and deploy, but it may not have the same features as other types of software.
Device Compatibility
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Device Compatability:
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Desktop: This means that the software is compatible with desktop computers running Windows, macOS, or Linux.
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Mobile: This means that the software is compatible with mobile devices running iOS or Android.
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Tablet: This means that the software is compatible with tablet devices running iOS or Android.
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Web: This means that the software can be accessed through a web browser.
Customer Support Options
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Self-service support
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Knowledge Base: A comprehensive collection of articles, FAQs, and troubleshooting guides that customers can access to resolve issues on their own.
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Online Forums: A platform for customers to discuss issues, share solutions, and connect with other users.
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Tutorials and Videos: Step-by-step guides and visual demonstrations that help customers learn how to use the software.
Reactive support
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Email Support: Customers can send email inquiries to the support team, who will typically respond within 24 hours.
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Phone Support: Customers can call a toll-free number to speak directly with a support representative.
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Live Chat: Customers can chat with a support representative in real time through a web-based chat interface.
Proactive support
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In-app Help: Contextual help and support options embedded directly within the software application.
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Predictive Support: AI-powered systems that anticipate potential issues and proactively offer solutions to customers.
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Account Management: Dedicated support representatives assigned to specific customers to provide personalized assistance.
Escalated support
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Ticket Escalation: For complex or unresolved issues, customer support tickets can be escalated to higher levels of expertise.
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On-site Support: For critical issues, technical support personnel can be dispatched to the customer's location to provide in-person assistance.
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SLAs (Service Level Agreements): Customers can pay for premium support services with guaranteed response times and resolution times.
Manuals & Resources
Awards & Achievements
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Testimonials & Case Studies
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Blog Integration
The provider has not yet listed their blog for integration with the L2Business Platform.