top of page
Drive sales with Close. CRM and sales communication platform for calling, emailing, and managing leads in one place.
Drive sales with Close. CRM and sales communication platform for calling, emailing, and managing leads in one place.

Close

Drive sales with Close. CRM and sales communication platform for calling, emailing, and managing leads in one place.

Disclaimer: This web page may contain affiliate links to partners of L2Business. As such we may receive a commission if you decide to purchase from one of them.

Please note that we've done our best to remain impartial and work to provide the best information for all.

Top 3 Features

  1. CRM and sales automation software for small to medium-sized businesses.

  2. Built-in calling, emailing, and SMS capabilities, with sales pipeline management.

  3. Reporting and analytics, integrations, and workflow automation.

Add a Title

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Software Category

Add a Title

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Software Subcategory

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.

Product Video

Product Screenshots

Active Pricing Plans

Startup

Per month, billed monthly. Add users for $59/month each, billed monthly. Includes 1 user.


Core features:

  • Store Leads, Contacts, and Opportunities

  • 3 Sequences

  • Email and calendar sync

  • Zapier integration

  • Power Dialer


All Close plans include built-in calling, email, & SMS functionality.

$59/month

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

Enterprise

Per month, billed monthly. Add users for $149/month each, billed monthly. Includes 5 users.


All Professional features, plus:

  • Custom Objects (Beta)

  • 100 Sequences

  • Call Coaching

  • Predictive Dialer

  • Custom roles & visibility permissions

$749/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!

This Q&A section is your chance to connect directly with software providers and get the answers you need to make informed decisions.

  • Browse through existing questions and upvote the ones you find most helpful.

  • If you don't see your question addressed, don't hesitate to ask! Submit your question directly to the software provider and get expert insights.

Ask & Discuss:

Voting System:

  • Help prioritize the most relevant questions by upvoting those you find valuable.

  • Downvoting can help remove irrelevant or duplicate questions.

Open Forum:

  • Have a burning question that doesn't fit a specific listing? No problem! Use the "Ask Anything" section at the bottom to pose your questions directly to any software provider.

The more you participate, the richer the conversation becomes!

Don't see the question you'd like to ask? Send one here.

Your request has been submitted!

Company Information

Company Website
See Company Profile

Software Social Media Profiles

Customer Ratings

Usability

Add a rating

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

Add a rating

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

Add a rating

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

Add a rating

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

Add a rating

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:

  • Streamline workflows: Effortlessly transfer data between applications, eliminating manual entry and errors.

  • Boost productivity: Automate tasks and save valuable time by letting your software work together.

  • 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

Heading 2

Heading 2

Heading 2

Deployment options:

  • 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.

  • 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.

  • 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.

  • 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

Heading 2

Device Compatability:

  • Desktop: This means that the software is compatible with desktop computers running Windows, macOS, or Linux.

  • Mobile: This means that the software is compatible with mobile devices running iOS or Android.

  • Tablet: This means that the software is compatible with tablet devices running iOS or Android.

  • Web: This means that the software can be accessed through a web browser.

Customer Support Options

Heading 2

Self-service support

  • Knowledge Base: A comprehensive collection of articles, FAQs, and troubleshooting guides that customers can access to resolve issues on their own.

  • Online Forums: A platform for customers to discuss issues, share solutions, and connect with other users.

  • Tutorials and Videos: Step-by-step guides and visual demonstrations that help customers learn how to use the software.

Reactive support

  • Email Support: Customers can send email inquiries to the support team, who will typically respond within 24 hours.

  • Phone Support: Customers can call a toll-free number to speak directly with a support representative.

  • Live Chat: Customers can chat with a support representative in real time through a web-based chat interface.

Proactive support

  • In-app Help: Contextual help and support options embedded directly within the software application.

  • Predictive Support: AI-powered systems that anticipate potential issues and proactively offer solutions to customers.

  • Account Management: Dedicated support representatives assigned to specific customers to provide personalized assistance.

Escalated support

  • Ticket Escalation: For complex or unresolved issues, customer support tickets can be escalated to higher levels of expertise.

  • On-site Support: For critical issues, technical support personnel can be dispatched to the customer's location to provide in-person assistance.

  • SLAs (Service Level Agreements): Customers can pay for premium support services with guaranteed response times and resolution times.

Manuals & Resources

Awards & Achievements

This feature is in development and we hope to share it soon!

Testimonials & Case Studies

This feature is in development and we hope to share it soon!

Blog Integration

The provider has not yet listed their blog for integration with the L2Business Platform.

Getting Started Reminder Series!

The "Getting Started Reminder Series" is a 12 week program where we will take your first steps with you as needed to get your business started. This program reviews the critical business departments and gives you the prompts required to fully flesh out your plans.

bottom of page