--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2068 reviews by the users' company size, role or industry to find out how Close works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 2068 scale: '5' date_modified: '2026-08-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Close Reviews **Vendor:** Close **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,068 ## About Close Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity. ## Close Pros & Cons **What users like:** - Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity. (819 reviews) - Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams. (441 reviews) - Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly. (394 reviews) - Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. (387 reviews) - Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience. (358 reviews) - User Interface (323 reviews) - User-Friendly (322 reviews) - Efficiency (320 reviews) - Time-saving (313 reviews) - Lead Management (309 reviews) **What users dislike:** - Users find that **missing features** on the mobile app limit functionality compared to the desktop version. (244 reviews) - Users often face **call issues** like disconnects from devices, affecting their overall experience with Close. (181 reviews) - Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options. (130 reviews) - Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation. (95 reviews) - Users find the **learning curve challenging** due to merging complexities and limited customization options in Close. (92 reviews) - Lead Management (80 reviews) - Bugs (78 reviews) - Integration Issues (77 reviews) - Expensive (76 reviews) - Software Bugs (74 reviews) ## Close Reviews ### 1. Great software. Awful support. Billing is misleading and extremely confusing. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Close?** I think it is feature rich but confusing. **What do you dislike about Close?** Support is awful. No phone number to call. You email and at the companies convenience, not the clients they email you back. I try to set up a scheduled call a day after I needed to speak to somebody and I was on another call so i missed the meeting, further proving my point that customer service is not good and not at my the client's convenience. Tech companies don't believe in phone support and its insanely frustrating. Not good. The advertised plans make it seem like all these features are included. They are not. It is misleading. I have no idea how billing works with text and phone features. My invoices and receipts are not itemized and Im given articles to do my own research and try to figure out. Not happy at all. I am committed to the software at this point. So I use Grok AI to give me instructions on how to do things in Close. I have to go to a third party solution for help. AI is not always helpful either. It would be nice to connect with a human via phone and have a 2 minute conversation instead of stretch it out for days. **What problems is Close solving and how is that benefiting you?** Offer premier phone support. Be like Nordstrom or Charles Schwab, or Tmobile when John Leger was running it. Be more honest and clear about billing. Itemize Invoices and Receipts. ### 2. Worst Customer Service, EVER! **Rating:** 0.0/5.0 stars **Reviewed by:** Isaiah F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Close?** Nothing. I find it strange that they wont call or email me back after more than a week. It's like they want me to beg to give them my money! Don't waste your time or money! **What do you dislike about Close?** They don't answer the phones or reply to emails. How does a company that's providing a CRM for small business not handle the leads they have? Can't trust a company with poor follow up and terrible customer service with my customer automations that I'm trying to nurture. **What problems is Close solving and how is that benefiting you?** None, they won't return my calls or emails. ### 3. Worst Customer Support **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about Close?** Nothing is good in this CRM. No help is available for advance stuff. **What do you dislike about Close?** Very tricky tool and no help is available. The chat support is the worst, tey won't reply you for ages. **What problems is Close solving and how is that benefiting you?** it is solving nothing. worst CRM with typical stuff with no help. ### 4. Raising my price by 2.5x for no reason... **Rating:** 0.0/5.0 stars **Reviewed by:** Zac L. | Senior Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2021 **What do you like best about Close?** I've used Close for 4 1/2 years and have recommended it to many of my peers over the years. **What do you dislike about Close?** Close is trying to increase my monthly by 2.5x what I'm currently paying for no reason. I was given a discounted rate at sign up because I'm not able to use some of the core features in the business plan, but still wanted access to features that are only available in that plan. Nothing has changed in the way that I use close, yet they have decided to no longer honor the original agreed upon terms. Now I'm migrating everything over to Pipedrive. **What problems is Close solving and how is that benefiting you?** Good for prospecting and follow-up. ### 5. Basic starter CRM **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 02, 2021 **What do you like best about Close?** Task sharing across team members is a nice feature. **What do you dislike about Close?** Lack of reporting, fields are hidden from users, so no standardized rules can be put in place. There is no automation. Sequences can only include e-mails, so phone or social touches have to be done separately. Opportunities are very, very poor in terms of controls and what is required. Lastly, they do not integrate with anything. **What problems is Close solving and how is that benefiting you?** Currently, it is really just a place to track things. We attempted to make it work but we will be moving to a new CRM. **Official Response from Sam Wild:** > We're sorry to hear you had a negative experience with Close. There are major updates coming to both reporting and sequences in Q1 that will address your concerns. We also have over 80 integrations including many native integration options. We add about 5 integrations each month. We wish you well with your new CRM and hope it's a great fit for your team. ### 6. Great product: some deficiencies **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2021 **What do you like best about Close?** ease of dialing out. the team reporting gives great insights **What do you dislike about Close?** The close date process of opportunities is a terrible way of forecasting. Opportunities often get left in the past and forgotten about. **What problems is Close solving and how is that benefiting you?** Increasing sales across the board. Ensuring touch points on leads to keep them warm. Email sequencing is great **Official Response from Sam Wild:** > We apologize for your negative experience with Close, and we'd like to make it right. Did you have a 0/5 star experience with our team that I can help address? I'm glad you had some good benefits with our CRM--including increasing sales across the board and email sequencing––but we always strive to earn more than zero stars with our customers! If you'd like to provide further feedback, please reach out at samantha.brenner@close.com and we can talk about what we can do to help you better. ### 7. Great for sales reps; for marketing/sales ops, not so much. **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** January 19, 2018 **What do you like best about Close?** - Ease of use, especially for sales reps - Smart views enable quick and easy mini-reports - Bulk editing of lead (company/account) records is extremely fast **What do you dislike about Close?** - Out-of-the-box reporting, while easy-to-use, offers far too few options for companies that are scaling quickly - User roles and permissions, although continually evolving, are far too simplistic and do not address many key security concerns - Something as fundamental as lead ownership is not something that exists natively but rather must be added as a custom field, creating the need for custom-developed solutions (in-house and third-party) to make up for the lack of native functionality **Recommendations to others considering Close:** Do your due diligence, and don't rush to make the switch. Make sure that you and your team are fully aware of what functionality you could be giving up for the sake of closing deals more quickly. It may not always be worth the additional headaches. **What problems is Close solving and how is that benefiting you?** Our company switched to Close.io from an industry-leading established CRM due to problems with integrating it into our existing work processes and systems. Clearly, the biggest benefit that we have seen since implementing Close.io has been an increased rate at which sales reps are working through their case loads and closing deals. On the other hand, the inherent system limitations within Close.io, due to its simplicity, have caused a considerable number of headaches for the marketing/sales operations team. Not the least of which, there is no automation to speak of natively within Close.io, so we have had to rely on a number of third-party tools as well as our own developers in order to keep the amount of manual data maintenance work at roughly the same level as before we switched to Close.io ## Close Discussions - [How long does it take to generate a new integration?](https://www.g2.com/discussions/how-long-does-it-take-to-generate-a-new-integration) - 2 comments, 1 upvote - [how do I integrate WhatsApp?](https://www.g2.com/discussions/how-do-i-integrate-whatsapp) - 2 comments, 1 upvote - [How fast does close read the feedback provided?](https://www.g2.com/discussions/50910-how-fast-does-close-read-the-feedback-provided) - 1 comment, 1 upvote - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment - [View Close pricing details and edition comparison](https://www.g2.com/products/close/reviews?filters%5Bnps_score%5D%5B%5D=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+16%3A34%3A17+-0500&secure%5Bsession_id%5D=4ac9a0e4-a78a-4007-8657-88d3f2403f52&secure%5Btoken%5D=bacda37498d20770f73216b05a965df45a78b847a6eb7fcee217c0ed5ceb3cdc&format=llm_user) ## Close Integrations - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Badger Maps](https://www.g2.com/products/badger-maps/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChargeOver](https://www.g2.com/products/chargeover/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Clay](https://www.g2.com/products/clay-com-clay/reviews) - [Clean Inbox for Gmail™](https://www.g2.com/products/clean-inbox-for-gmail/reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Voice](https://www.g2.com/products/google-voice/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Lusha](https://www.g2.com/products/lusha/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams Webinars](https://www.g2.com/products/microsoft-teams-webinars/reviews) - [Salesforce CRM Connector](https://www.g2.com/products/salesforce-crm-connector/reviews) - [Sendblue](https://www.g2.com/products/sendblue/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Stripe Terminal](https://www.g2.com/products/stripe-terminal/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zapier for G Suite](https://www.g2.com/products/zapier-for-g-suite/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Close Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Call Reporting - Automatic Call Distribution - Call Whispering - Callback Scheduling - CRM - Call Tagging - Dashboard - Call Recording - Alerts/Escalation - AI Copilot - Call Transcription - Queue Management - Manual Dialer - Call Tracking - Auto-Dialer - Call Monitoring - Activity Tracking - Multi-Channel Communication - Contact Management - Sentiment Analysis - Progressive Dialer - Voice Recognition - Reporting/Analytics - Monitoring - IVR - Call Logging - Chatbot - Third-Party Integrations - Outbound Call Center - Interaction Tracking - Voice Mail - Call Routing - Automated Responses - API - Call Transfer - AI Summarization - Call Center Management - Inbound Call Center - Surveys & Feedback - Chat/Messaging - Predictive Dialer - Blended Call Center - Caller ID - Generative AI - Performance Management - Computer Telephony Integration - Call Scripting **Feedback Management** - Feedback Management **Document Management** - Document Management **Reporting/Analytics** - Reporting/Analytics **Security & Compliance** - Security & Compliance **Human-in-the-loop (HITL)** - Human-in-the-loop (HITL) **Personalized Outreach** - Personalized Outreach **Conversational AI** - Conversational AI **Dynamic Modeling** - Dynamic Modeling **CRM Integration** - CRM Integration **Agent Customization** - Agent Customization **Omnichannel Outreach** - Omnichannel Outreach **Follow-Up Scheduling** - Follow-Up Scheduling **Lead Generation** - Lead Generation **Inquiry Routing** - Inquiry Routing **Multi-Channel Campaigns** - Multi-Channel Campaigns **Independent Decision Making** - Independent Decision Making **Outreach Performance Analytics** - Outreach Performance Analytics **Customer Interaction Automation** - Customer Interaction Automation **Problem Solving** - Problem Solving **Task Automation** - Task Automation **Prospect Prioritization** - Prospect Prioritization **Real-time Conversations** - Real-time Conversations **Sales Follow-Up** - Sales Follow-Up **Data Enrichment** - Data Enrichment **Lead Qualification** - Lead Qualification **Sales Automation** - Sales Automation **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Dialing Options** - Preview Dialing - Progressive Dialing - Predictive Dialing **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Link Shortening - SMS Messaging - Scheduled Messaging - Chat/Messaging - 2-Way Messaging **Channels** - Multi-Channel Coverage - Open Listening - Physical Media **Platform** - Omnichannel - Mobile Access - Queue Management - Call Routing - Call Back - IVR - Automatic Call Distribution - Call Transfer - Contact Management - Call Center Management - Multi-Channel Management - Survey/Poll Management - Campaign Management - Call List Management **Generative AI** - AI Text-to-Speech - Generative AI **Automation** - Sales Follow-Up - Feedback Collection - Document Processing - Lead Generation - Customer Interaction Automation **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Natural Language Interaction - Conversational Interface Agents ** - Natural Language Query Understanding - Multi-Turn Conversation Management - Voice & Text Interface Support **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Calling** - Record Calls - Call Types - Click-to-Call - Auto Dialer **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Agent Tools** - Whisper Coaching - Callback Scheduling - Call Recording - Real-Time Data - Live Chat - Call Scheduling **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance - Batch Communications - Multi-Channel Communication - On-Demand Communications - Interactive Content **Workforce Management** - Call Monitoring - Performance Evaluation - Real-Time Monitoring - Monitoring **Autonomy** - Problem Solving - Task Execution - Adaptive Responses - Independent Decision Making **Call Center Infrastructure (CCI)** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - Computer Telephony Integration - Multi-Language **Intent & Action Handling - Conversational Interface Agents ** - Data Retrieval from Connected Systems - Intent Recognition & Mapping - Action & Workflow Triggering **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Contacts** - Personalization - Information Locater - Record Prospect Data - Contact Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Automation** - Voice Activity Detection - Interactive Voice Response (IVR) - Call Scrubbing **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Administrative** - Call Recording - Reporting & Dashboards - Call Reporting - Real-Time Reporting **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Outbound Sales** - Follow-Up Scheduling - Prospect Prioritization - Multichannel Campaign Execution - Personalized Outreach - Outreach Performance Analytics **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Context & Personalization - Conversational Interface Agents ** - Conversation Context Persistence - User Identity & Permission Awareness **Additional Functionality** - Chat/Messaging - Customer Database - Customizable Branding - Call Recording - Autoresponders - IVR - Email Management - Template Management - SMS Messaging - Surveys & Feedback - Content Management - Knowledge Base Management - Compliance Management - Multi-Language - Interaction Tracking - Third-Party Integrations - Social Media Integration - Workflow Management - Customer History - Activity Dashboard - AI Copilot - Video Support - CRM - Inbox Management - API - Alerts/Notifications - Feedback Management - Reporting & Statistics - Collaboration Tools - Activity Tracking **Additional Functionality** - Chat/Messaging - Multi-Channel Communication - Customer History - Alerts/Notifications - Real-Time Analytics - Phone Key Input - Call Logging - Customizable Reports - Real-Time Data - AI Copilot - CRM - Reporting & Statistics - Activity Tracking - Live Chat - Call Scripting - Contact Database - Voice Mail - Voice Customization - API - Call Tracking - SMS Messaging - Callback Scheduling - Caller ID - Predictive Dialer - Surveys & Feedback - Auto-Dialer - Pre-recorded Messages - Real-Time Notifications - Multiple Scripts - Interaction Tracking - Call Disposition **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking - AI/Machine Learning **Sales Analysis** - ROI Forecasting - Sales Forecasting **SMS Platform** - Reporting - Marketing Automation - API Integration - QR Codes **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - Auto Dialer** - Autonomous Task Execution - Cross-system Integration - Third-Party Integrations - Computer Telephony Integration **Enterprise Integration & Deployment - Conversational Interface Agents ** - Enterprise Application Integrations - Security & Access Controls **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Meeting Management - AI Copilot - Reminders - Recommendations - Lead Distribution - Workflow Management - Performance Management - Dashboard - Email Management - Lead Management - Activity Tracking - Email Templates - Third-Party Integrations - Customizable Fields - Sales Pipeline Management - Generative AI - Automatic Call Distribution - Call Monitoring - Lead Capture - Deal Management - Call List Management - Multi-Channel Communication - Call Recording - For Contact Centers - CRM - Data Management - Calendar Management - Chat/Messaging - Lead Qualification - API - Task Management - Interaction Tracking - Reporting & Statistics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Campaign Planning - Multi-Language **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **AI Capabilities - Auto Dialer** - Call Prioritization and List Optimization - Compliance Monitoring - Speech Analytics and Sentiment Analysis - Call Monitoring - Real-Time Monitoring - Reporting/Analytics - Text to Speech **Additional Functionality** - AI Copilot - Activity Tracking - Call Routing - Call Scripting - Contact Management - Power Dialer - Preview Dialer - Auto-Dialer - Call Tracking - Real-Time Reporting - Customer Database - Lead Management - Predictive Dialer - Call Center Management - Integrations Management - Activity Dashboard - Automatic Call Distribution - Campaign Management - Generative AI - Interaction Tracking - Caller ID - Call Transfer - Call Disposition - Voice Mail - Chat/Messaging - Automatic Outbound Dialer - Call Reporting - API - Contact Database - Lead Capture - CRM - Call List Management - Progressive Dialer - Campaign Specific Caller ID - List Management - Customizable Fields - AI/Machine Learning - Reporting & Statistics - Multi-Channel Communication - Alerts/Notifications - Multi-Campaign - Workflow Management - Call Logging - Lead Distribution - Queue Management - Inbound Call Center - For Sales Teams/Organizations - Data Security - Outbound Call Center - Performance Management - Compliance Management - Mobile Access - Email Management **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **AI Automation - SMS Marketing** - AI SMS **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Generative AI** - Generative AI - Proposal Generation **AI Content Generation - SMS Marketing** - AI SMS **Additional Functionality** - Campaign Scheduling - Reputation Management - Polls/Voting - Compliance Management - Customer Segmentation - Landing Pages/Web Forms - AI Copilot - API - Text-to-Win - Mobile Coupons - Natural Language Processing - Customizable Templates - Drip Campaigns - Contact Management - Activity Tracking - Communication Management - Reporting/Analytics - Keyword Tracking - Multi-Campaign - Mass Texting - Interaction Tracking - Alerts/Notifications - Consent Management - Engagement Tracking - Open Rate Tracking - Generative AI - Automated Responses - Reporting & Statistics - Templates - Survey Builder - Contact Database - Real-Time Notifications - Customizable Fields - Reminders - Mobile Alerts - Automated Scheduling - Campaign Management - MMS - Event Triggered Actions - Mobile Keywords - Audience Targeting - Activity Dashboard - Template Management - Autoresponders - Survey/Poll Management **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Inbound Sales** - Data Enrichment - Inquiry Routing - Feedback Collection - Real-Time Engagement - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Close Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)