Close Features

Based on 1195 Close reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 1210 Close reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 1197 reviewers of Close have provided feedback on this feature.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 1123 Close reviews.

Based on 1070 Close reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 1097 Close reviews.

Based on 1210 Close reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 1115 Close reviews.

Allows inflow of requests through various digital channels such as email, social media, etc. 37 reviewers of Close have provided feedback on this feature.

Allows users to access the software using mobile devices. This feature was mentioned in 38 Close reviews.

Provides queue management in case of increase in case/call inflow. This feature was mentioned in 38 Close reviews.

Allows distribution of incoming calls to agents. 38 reviewers of Close have provided feedback on this feature.

Based on 37 Close reviews. Allows users to request a call back.

As reported in 37 Close reviews. Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.

Allows automatic distribution of incoming calls to the agents. This feature was mentioned in 37 Close reviews.

Based on 1349 Close reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 1356 Close reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 1381 Close reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 1165 reviewers of Close have provided feedback on this feature.

Based on 1305 Close reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 1122 Close reviews.

As reported in 1130 Close reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 1161 Close reviews. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. This feature was mentioned in 1258 Close reviews.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 1217 reviewers of Close have provided feedback on this feature.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 1333 reviewers of Close have provided feedback on this feature.

Based on 1132 Close reviews. Enables analysis of effectiveness of an organizations various marketing activities

Based on 1215 Close reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 1226 Close reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 1260 Close reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 1249 Close reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 1198 Close reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 1124 Close reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 1126 Close reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 1059 Close reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone This feature was mentioned in 1074 Close reviews.

Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. 1096 reviewers of Close have provided feedback on this feature.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 1087 Close reviews.

Based on 1258 Close reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 1280 Close reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

As reported in 1141 Close reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 163 Close reviews.

As reported in 163 Close reviews. Enables user to communicate data by securely exporting and sharing it.

As reported in 163 Close reviews. Allows users to view data visualizations on several devices.

Based on 166 Close reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

Based on 160 Close reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Based on 160 Close reviews. Provides scores or rankings of each prospect based on the data provided.

Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 160 Close reviews.

Warns sales teams of accounts that may be at risk of being lost. 155 reviewers of Close have provided feedback on this feature.

Based on 158 Close reviews. Provides live customer data so that sales organizations forecasts stay current.

As reported in 161 Close reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Based on 157 Close reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

Provides insightful data at the account level to arm salespeople with the most relevant information possible. 156 reviewers of Close have provided feedback on this feature.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 161 reviewers of Close have provided feedback on this feature.

Based on 664 Close reviews. Records calls for future reference.

As reported in 645 Close reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Gathers contacts from integrated tools, allowing users to call with one click. 659 reviewers of Close have provided feedback on this feature.

Based on 30 Close reviews. Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement. 655 reviewers of Close have provided feedback on this feature.

Based on 618 Close reviews. Finds and opens saved contact information for reference at the time of a new call.

Allows users to denote which contacts they believe are prospective customers. This feature was mentioned in 653 Close reviews.

Allows users to take notes during or after the call for future reference. 676 reviewers of Close have provided feedback on this feature.

Delivers users a daily summary of activity. 630 reviewers of Close have provided feedback on this feature.

Sends automated voicemails to prospective clients who fail to answer. 592 reviewers of Close have provided feedback on this feature.

Sends automated emails to increase engagement with prospective clients. 652 reviewers of Close have provided feedback on this feature.

Organizes contacts based on probability of success. 631 reviewers of Close have provided feedback on this feature.

As reported in 28 Close reviews. Automatically transcribes and summarizes meeting discussions.

As reported in 488 Close reviews. Records the rate at which emails are opened.

As reported in 496 Close reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Based on 496 Close reviews. Allows administrators to schedule out emails in advance.

Based on 521 Close reviews. Reminds administrators to follow-up on emails based on pre-set reminders.

Allows for the categorization of emails. This feature was mentioned in 477 Close reviews.

Allows for the creation of templates for frequently-sent emails. 519 reviewers of Close have provided feedback on this feature.

Offers a chatbot to initiate and carryout inital conversations with prospects and leads. This feature was mentioned in 133 Close reviews.

Based on 133 Close reviews. Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads. 140 reviewers of Close have provided feedback on this feature.

Based on 134 Close reviews. Utilizes natural language processing to set up meetings.

As reported in 136 Close reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 133 Close reviews. Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. 133 reviewers of Close have provided feedback on this feature.

Based on 127 Close reviews. Provides real-time coaching to sales representatives.

Based on 134 Close reviews. Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects. 134 reviewers of Close have provided feedback on this feature.

Based on 134 Close reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 220 Close reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. This feature was mentioned in 223 Close reviews.

As reported in 215 Close reviews. Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 212 reviewers of Close have provided feedback on this feature.

Based on 217 Close reviews. Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

Based on 221 Close reviews. Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 220 Close reviews.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 215 reviewers of Close have provided feedback on this feature.

As reported in 215 Close reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. This feature was mentioned in 205 Close reviews.

As reported in 203 Close reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Based on 201 Close reviews. Provides gamifaction features to rank sales reps on performance

Presents information about the individual being called before the call begins. This feature was mentioned in 150 Close reviews.

Based on 151 Close reviews. Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing.

Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently. This feature was mentioned in 17 Close reviews.

Allows a supervisor to listen to a call and train in real time. 146 reviewers of Close have provided feedback on this feature.

As reported in 142 Close reviews. Reschedules calls within the software itself, either through a prompt or by the agent themselves.

Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary. 147 reviewers of Close have provided feedback on this feature.

Decides response type by determining if voice is a human response or an answering machine. 141 reviewers of Close have provided feedback on this feature.

As reported in 142 Close reviews. Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department.

Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry. This feature was mentioned in 142 Close reviews.

Based on 265 Close reviews and verified by the G2 Product R&D team. Enables users to send mass text message campaigns

Based on 287 Close reviews and verified by the G2 Product R&D team. Facilitates two-way text messaging to encourage consumer engagement and loyalty

Based on 282 Close reviews and verified by the G2 Product R&D team. Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Based on 267 Close reviews and verified by the G2 Product R&D team. Provides automatic text message replies to recipients

Based on 252 Close reviews. Provides automatic URL shortening to use less characters via text

Based on 257 Close reviews. Sends out multimedia via text messages, such as coupons, pictures, and audio

Offers features for personalizing text messages based on customer information or past behavior This feature was mentioned in 256 Close reviews.

Software incorporates multiple digital communications channels. This feature was mentioned in 105 Close reviews.

Allows incorporation of inbound contacts from non-marketing channels. This feature was mentioned in 107 Close reviews.

Includes physical media (mail, flyers, billboards, etc.) in the channels mix. This feature was mentioned in 107 Close reviews.

Based on 109 Close reviews. Allows planning and deployment of an overall communications strategy.

Includes or integrates with content creation apps. 106 reviewers of Close have provided feedback on this feature.

Outbound communications are segmented and personalized. 107 reviewers of Close have provided feedback on this feature.

Inbound contacts are identified and handled based on history. 106 reviewers of Close have provided feedback on this feature.

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. 103 reviewers of Close have provided feedback on this feature.

Based on 280 Close reviews and verified by the G2 Product R&D team. Provides pre-built or customizable performance reports

Based on 276 Close reviews and verified by the G2 Product R&D team. Automates tasks and features for added convenience

Based on 263 Close reviews and verified by the G2 Product R&D team. Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Based on 194 Close reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

As reported in 197 Close reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Based on 190 Close reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 198 reviewers of Close have provided feedback on this feature.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. This feature was mentioned in 196 Close reviews.

Allow managers/supervisors to monitor calls for quality assurance purposes. This feature was mentioned in 38 Close reviews.

As reported in 37 Close reviews. Allows managers/supervisors to evaluate the performance of agents.

Allows supervisors/managers to record and review telephone conversations of agents. 40 reviewers of Close have provided feedback on this feature.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. 39 reviewers of Close have provided feedback on this feature.

Allows users to generate text based on a text prompt. 82 reviewers of Close have provided feedback on this feature.

Condenses long documents or text into a brief summary. 82 reviewers of Close have provided feedback on this feature.

Simulates human-like speech from text inputs. 37 reviewers of Close have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 103 Close reviews.

Based on 102 Close reviews. Condenses long documents or text into a brief summary.

Based on 197 Close reviews. Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input 15 reviewers of Close have provided feedback on this feature.

As reported in 15 Close reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 15 Close reviews.

As reported in 15 Close reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 15 reviewers of Close have provided feedback on this feature.

Makes informed choices based on available data and objectives This feature was mentioned in 15 Close reviews.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation This feature was mentioned in 10 Close reviews.

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input 82 reviewers of Close have provided feedback on this feature.

Based on 80 Close reviews. Ability to break down and plan multi-step processes

Based on 80 Close reviews. Works across multiple software systems or databases

Based on 81 Close reviews. Improves performance based on feedback and experience

Engages in human-like conversation for task delegation 81 reviewers of Close have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 80 Close reviews.

Makes informed choices based on available data and objectives This feature was mentioned in 80 Close reviews.

As reported in 22 Close reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 22 Close reviews.

Works across multiple software systems or databases 20 reviewers of Close have provided feedback on this feature.

Based on 21 Close reviews. Improves performance based on feedback and experience

As reported in 21 Close reviews. Engages in human-like conversation for task delegation

As reported in 20 Close reviews. Anticipates needs and offers suggestions without prompting

As reported in 21 Close reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 17 reviewers of Close have provided feedback on this feature.

Based on 17 Close reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience This feature was mentioned in 16 Close reviews.

Engages in human-like conversation for task delegation 17 reviewers of Close have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 17 Close reviews.

As reported in 24 Close reviews. Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation 24 reviewers of Close have provided feedback on this feature.

As reported in 21 Close reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases This feature was mentioned in 21 Close reviews.

Capability to perform complex tasks without constant human input 32 reviewers of Close have provided feedback on this feature.

As reported in 32 Close reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 32 Close reviews.

Improves performance based on feedback and experience This feature was mentioned in 31 Close reviews.

Engages in human-like conversation for task delegation This feature was mentioned in 31 Close reviews.

As reported in 32 Close reviews. Anticipates needs and offers suggestions without prompting

Based on 32 Close reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times. This feature was mentioned in 17 Close reviews.

Based on 17 Close reviews. Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions.

Based on 17 Close reviews. Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review.