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At a Glance
Close
Close
Star Rating
(1,974)4.7 out of 5
Market Segments
Small-Business (79.1% of reviews)
Information
Pros & Cons
Entry-Level Pricing
Starting at $9.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plans
Redtail Technology
Redtail Technology
Star Rating
(211)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Information
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plans
AI Generated Summary
AI-generated. Powered by real user reviews.
  • G2 reviewers report that Close excels in user satisfaction, boasting a higher overall rating compared to Redtail Technology. Users appreciate its intuitive features, such as the ability to dial calls easily without a dial tone, which enhances their workflow efficiency.
  • Users say that Close's implementation process, while initially challenging, ultimately leads to a user-friendly experience. Many highlight the Smartviews feature, which allows for effective customer delegation and follow-up, making it easier to manage client relationships.
  • Reviewers mention that Redtail Technology is also user-friendly, with many finding it easy to navigate. However, it falls slightly short in overall satisfaction compared to Close, as some users feel it lacks the same level of integration and efficiency in managing communications.
  • According to verified reviews, Close stands out for its robust support quality, with users noting that the platform has been a reliable partner in their business operations. This is reflected in the high ratings for support, which users find responsive and helpful.
  • Users highlight that while Redtail Technology is effective for staying organized, particularly with its contact list features, it does not offer the same level of comprehensive tools as Close, which integrates email and text campaigns seamlessly for better communication management.
  • G2 reviewers indicate that Close's ease of use is a significant advantage, with many praising its ability to streamline daily tasks. In contrast, while Redtail Technology is appreciated for its simplicity, it does not provide the same depth of features that enhance productivity for users looking for more advanced capabilities.
Pricing
Entry-Level Pricing
Close
Solo
Starting at $9.00
1 User Per Month
Browse all 4 pricing plans
Redtail Technology
Enterprise
Contact Us
Browse all 3 pricing plans
Free Trial
Close
Free Trial is available
Redtail Technology
Free Trial is available
Ratings
Meets Requirements
9.1
1,731
8.6
181
Ease of Use
9.2
1,771
8.6
186
Ease of Setup
9.0
1,108
8.5
98
Ease of Admin
9.0
565
8.8
60
Quality of Support
9.3
1,548
8.8
171
Has the product been a good partner in doing business?
9.3
560
9.0
62
Product Direction (% positive)
9.5
1,743
8.5
182
Features by Category
8.6
1,497
Not enough data
Sales Force Automation
9.0
1349
|
Verified
Not enough data
Feature Not Available
Not enough data
9.0
1357
|
Verified
Not enough data
9.0
1382
|
Verified
Not enough data
8.3
1165
Not enough data
9.1
1305
|
Verified
Not enough data
8.4
1122
Not enough data
8.3
1130
Not enough data
8.4
1161
Not enough data
Marketing Automation
8.7
1258
Not enough data
8.5
1217
Not enough data
9.2
1334
Not enough data
8.2
1132
Not enough data
Customer Support
8.7
1215
|
Verified
Not enough data
8.7
1226
|
Verified
Not enough data
8.7
1260
|
Verified
Not enough data
8.7
1249
|
Verified
Not enough data
8.6
1198
|
Verified
Not enough data
Reporting & Analytics
8.7
1258
|
Verified
Not enough data
8.8
1280
|
Verified
Not enough data
8.2
1141
Not enough data
Mobile & Social
8.2
1074
Not enough data
7.9
1096
Not enough data
8.2
1087
Not enough data
Platform
8.7
1195
|
Verified
Not enough data
8.8
1211
|
Verified
Not enough data
8.9
1197
Not enough data
8.5
1123
Not enough data
8.0
1070
|
Verified
Not enough data
8.4
1097
Not enough data
9.1
1210
|
Verified
Not enough data
8.4
1115
Not enough data
Integration
8.8
1124
|
Verified
Not enough data
8.7
1126
|
Verified
Not enough data
8.5
1059
|
Verified
Not enough data
Generative AI
Feature Not Available
Not enough data
Agentic AI - CRM
8.5
82
Not enough data
8.5
80
Not enough data
8.6
80
Not enough data
8.5
81
Not enough data
8.7
81
Not enough data
8.8
80
Not enough data
8.7
80
Not enough data
8.9
147
Not enough data
Lead Facilitation
7.9
133
Not enough data
8.6
133
Not enough data
9.0
140
Not enough data
8.6
134
Not enough data
Organization
9.2
136
Not enough data
8.9
133
Not enough data
8.9
133
Not enough data
Performance Analysis
8.2
127
Not enough data
8.9
134
Not enough data
Sales Analysis
8.3
134
Not enough data
8.6
134
Not enough data
Generative AI
8.4
82
Not enough data
8.7
82
Not enough data
Agentic AI - AI Sales Assistant
9.8
9
Not enough data
9.6
9
Not enough data
9.4
9
Not enough data
9.4
9
Not enough data
9.8
8
Not enough data
8.9
9
Not enough data
9.8
8
Not enough data
8.6
228
Not enough data
Integrated Workflows
9.1
220
Not enough data
9.1
223
Not enough data
9.0
215
Not enough data
8.7
212
Not enough data
9.0
217
Not enough data
9.0
221
Not enough data
8.9
220
Not enough data
Repeatability and Reportability
8.6
215
Not enough data
8.9
215
Not enough data
8.9
205
Not enough data
8.3
203
Not enough data
7.8
201
Not enough data
AI and Automation
8.2
194
Not enough data
8.1
197
Not enough data
8.2
190
Not enough data
7.9
198
Not enough data
7.8
196
Not enough data
Generative AI
8.0
197
Not enough data
Agentic AI - Sales Engagement
8.5
32
Not enough data
8.5
32
Not enough data
8.6
32
Not enough data
8.3
31
Not enough data
8.8
31
Not enough data
8.8
32
Not enough data
8.9
32
Not enough data
9.0
156
Not enough data
Dialing Options
9.1
150
Not enough data
9.2
151
Not enough data
9.4
17
Not enough data
Agent Tools
8.6
146
Not enough data
8.8
142
Not enough data
9.4
147
Not enough data
Automation
8.9
141
Not enough data
8.5
142
Not enough data
8.6
142
Not enough data
Agentic AI - Auto Dialer
8.8
21
Not enough data
8.8
21
Not enough data
AI Capabilities - Auto Dialer
9.4
17
Not enough data
9.3
17
Not enough data
9.5
17
Not enough data
8.8
313
Not enough data
Text Messaging
8.8
265
|
Verified
Not enough data
9.3
287
|
Verified
Not enough data
9.3
282
|
Verified
Not enough data
8.7
267
|
Verified
Not enough data
8.4
252
Not enough data
8.7
257
Not enough data
8.9
256
Not enough data
Feature Not Available
Not enough data
SMS Platform
9.0
280
|
Verified
Not enough data
9.1
276
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
9.0
263
|
Verified
Not enough data
Agentic AI - SMS Marketing
8.6
15
Not enough data
8.4
15
Not enough data
9.0
15
Not enough data
8.7
15
Not enough data
8.9
15
Not enough data
8.6
15
Not enough data
Customer Communications ManagementHide 10 FeaturesShow 10 Features
8.6
116
Not enough data
Channels
8.6
105
Not enough data
8.6
107
Not enough data
8.0
107
Not enough data
Design
8.5
109
Not enough data
7.9
106
Not enough data
8.9
107
Not enough data
8.9
106
Not enough data
9.0
103
Not enough data
Generative AI
8.3
103
Not enough data
8.8
102
Not enough data
Call Center Infrastructure (CCI)Hide 16 FeaturesShow 16 Features
9.3
42
Not enough data
Platform
8.6
37
Not enough data
9.1
38
Not enough data
9.2
38
Not enough data
9.3
38
Not enough data
9.1
37
Not enough data
8.6
37
Not enough data
9.0
37
Not enough data
Generative AI
9.1
37
Not enough data
Workforce Management
9.3
38
Not enough data
9.1
37
Not enough data
Call Center Infrastructure (CCI)
9.8
9
Not enough data
9.6
9
Not enough data
9.8
10
Not enough data
9.8
9
Not enough data
Administrative
9.7
40
Not enough data
9.2
39
Not enough data
Not enough data
8.5
10
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.6
553
Not enough data
Agentic AI - Email Tracking
8.7
22
Not enough data
8.3
22
Not enough data
8.1
20
Not enough data
8.3
21
Not enough data
8.2
21
Not enough data
8.1
20
Not enough data
8.2
21
Not enough data
Analytics
8.6
488
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Customizations
9.0
496
Not enough data
9.2
496
Not enough data
8.8
521
Not enough data
8.6
477
Not enough data
9.2
519
Not enough data
Generative AI
Feature Not Available
Not enough data
8.7
175
Not enough data
Agentic AI - Sales Analytics
9.0
17
Not enough data
8.9
17
Not enough data
8.8
16
Not enough data
9.0
17
Not enough data
8.4
17
Not enough data
Data Sourcing
8.5
163
Not enough data
8.7
163
Not enough data
8.5
163
Not enough data
8.8
166
Not enough data
8.6
160
Not enough data
Predictive Analytics
8.6
160
Not enough data
8.7
160
Not enough data
8.3
155
Not enough data
8.4
158
Not enough data
Sales Management
9.1
161
Not enough data
8.3
157
Not enough data
8.8
156
Not enough data
9.2
161
Not enough data
Outbound Call TrackingHide 16 FeaturesShow 16 Features
8.9
713
Not enough data
Agentic AI - Outbound Call Tracking
8.5
24
Not enough data
8.4
24
Not enough data
Calling
9.2
664
Not enough data
Feature Not Available
Not enough data
9.0
645
Not enough data
9.3
659
Not enough data
8.9
30
Not enough data
Contacts
8.8
655
Not enough data
8.7
618
Not enough data
9.0
653
Not enough data
Insights
9.3
676
Not enough data
9.0
630
Not enough data
8.7
592
Not enough data
9.0
652
Not enough data
8.8
631
Not enough data
9.0
28
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Financial Services CRMHide 21 FeaturesShow 21 Features
Not enough data
7.4
119
Content
Not enough data
7.2
105
Platform Additional Functionality
Not enough data
7.5
94
Not enough data
8.6
114
Not enough data
7.9
95
Not enough data
7.6
100
Not enough data
6.6
80
Platform Reporting and Analytics
Not enough data
8.0
92
Not enough data
6.9
78
Customer Support
Not enough data
8.4
96
Not enough data
8.0
98
Not enough data
8.1
102
Not enough data
7.9
94
Marketing Automation
Not enough data
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Sales Force Automation
Not enough data
6.9
83
Not enough data
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Close
Close
Redtail Technology
Redtail Technology
Close and Redtail Technology are categorized as SMS Marketing
Reviews
Reviewers' Company Size
Close
Close
Small-Business(50 or fewer emp.)
79.1%
Mid-Market(51-1000 emp.)
20.4%
Enterprise(> 1000 emp.)
0.5%
Redtail Technology
Redtail Technology
Small-Business(50 or fewer emp.)
90.8%
Mid-Market(51-1000 emp.)
6.3%
Enterprise(> 1000 emp.)
2.9%
Reviewers' Industry
Close
Close
Marketing and Advertising
15.1%
Computer Software
8.6%
Real Estate
8.2%
Financial Services
6.6%
Information Technology and Services
5.5%
Other
56.1%
Redtail Technology
Redtail Technology
Financial Services
86.0%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.4%
Other
2.9%
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Discussions
Close
Close Discussions
How fast does close read the feedback provided?
1 Comment
Sam W.
SW
Hi Kamaldeep, thank you for providing feedback for the Close team! We're always working to improve our CRM and take customer feedback seriously. We see all...Read more
how do I integrate WhatsApp?
1 Comment
Kamaldeep S.
KS
You can use Zapier or use API's to link them manually.Read more
How long does it take to generate a new integration?
1 Comment
Pedro E.
PE
Hey Camila, we do not have an integration with Apollo at this time. However, you can request one in this form on our website...Read more
Redtail Technology
Redtail Technology Discussions
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
Hannah G.
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
Tom K.
TK
We use it as an internal file storage for ComplianceRead more
Monty the Mongoose crying
Redtail Technology has no more discussions with answers