--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2069 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: 2069 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:** 2,069 ## 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. Convenient, Powerful CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Lorne H. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2024 **What do you like best about Close?** We tried to use the new AI tools but it changes historical records and could cause a problem **What do you dislike about Close?** Mobile app is better and more functional **What problems is Close solving and how is that benefiting you?** CRM follow up **Official Response from Sam Wild:** > We appreciate your review of Close, Lorne! We do have a mobile app as of 2023, both Android and Apple :) Open the link attached on your preferred mobile device. These are new, and please let us know if you have any feedback for our Product team. ### 2. Streamlined Sales Management with Minor Hiccups **Rating:** 3.0/5.0 stars **Reviewed by:** Julian F. | Analysts, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2026 **What do you like best about Close?** I use Close for managing my sales process, making calls, and texting all in one place. I appreciate its super clean and fast interface that handles high-volume calling smoothly, along with integrated call recording. It really removes friction, letting me blast through outreach effortlessly. The initial setup was smooth and user-friendly, which is a breath of fresh air with no long onboarding process. **What do you dislike about Close?** I don't like Close's email sequence quirks and logging annoyances. It would be better with more affordable entry pricing, flexible pricing options, and improved analytics. **What problems is Close solving and how is that benefiting you?** I use Close to manage the sales process in one place, solving frustrations from using bloated CRMs and separate tools. It provides a clean, fast interface, handles high-volume calls smoothly, and removes outreach friction. ### 3. Sales-First Design Shines, But Major Issues Hold It Back **Rating:** 2.5/5.0 stars **Reviewed by:** Charles P. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Close?** The only thing I liked is its sales-first design and its strong pipeline visibility. **What do you dislike about Close?** I can list the issues I didn't like. It has limited customization. Its reporting function is very basic. Its mobile experience is the worst. It has very limited automation. Its pricing is the issue if you need it for a big team. **What problems is Close solving and how is that benefiting you?** I was using it for my sales process and it was hard to use with very limited options ### 4. Close CRM – Efficient and powerful, but needs improvement in user-friendliness **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2025 **What do you like best about Close?** I especially appreciate the high efficiency and powerful automation features of Close CRM. The integration with other tools and the clear overview of the sales pipeline enable a smooth sales process. **What do you dislike about Close?** However, I find the user interface not very intuitive, which requires a certain amount of familiarization time, especially for new users. Overall, Close CRM offers solid features, with potential for improvement in user-friendliness. **What problems is Close solving and how is that benefiting you?** From my experience, a single tool that manages both pre-sales activities and telephony drastically improves productivity. It reduces the risk of losing critical lead information and helps maintain a consistent follow-up strategy. Since everything is consolidated in one place, I can quickly initiate calls, monitor the results, and adjust my approach based on real-time data – all of which contributes to a higher conversion rate and a more efficient sales pipeline. This is provided in Close. ### 5. Great Product, simplifies sales process **Rating:** 3.0/5.0 stars **Reviewed by:** Luke H. | Director of Innovation, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Close?** clean user interphase, robust features.f **What do you dislike about Close?** its bulk emailing feature puts the user in email jail **What problems is Close solving and how is that benefiting you?** It speeds up the sales cycle. Simplifies deal management ### 6. Any easy to use system. **Rating:** 3.0/5.0 stars **Reviewed by:** Sam V. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2024 **What do you like best about Close?** Close is very quick and easy to use. It is capable of doing advanced and simple procedures and is certainly the best CRM I have ever used. **What do you dislike about Close?** I don't like the fact that it sometimes has outages **What problems is Close solving and how is that benefiting you?** It makes my massive lead flow easy to handle. ### 7. Close review **Rating:** 3.0/5.0 stars **Reviewed by:** Daisy S. | Community Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about Close?** I love that close syncs with my email thread to keep everything in one place and that I can set reminders to follow up on leads I would normally forget about during busy weeks **What do you dislike about Close?** some issues with finding workflows or merging two separate profiles **What problems is Close solving and how is that benefiting you?** Close is very helpful with keeping stuff organzied and being able to see all past email threads in one place ### 8. Balancing Act: A Comprehensive Review of Close CRM's Features and Opportunities for Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Stephen O. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2023 **What do you like best about Close?** Ease of Use: The interface is user-friendly, making navigation and operations straightforward. List View in Opportunity: This feature simplifies deal management, allowing efficient review and tracking of prospects. Contact Addition Feature: The ability to add contacts directly by clicking their email enhances convenience. Responsive Support: The support team is consistently quick and helpful, ensuring timely assistance. **What do you dislike about Close?** User Administration: There's a significant amount of administrative work required from the users. Enhanced automation, particularly in lead creation, could greatly improve efficiency. Workflows (Previously Sequences): Although improved, these still lack the desired flexibility and functionality. Reporting Limitations: The current reporting system is inadequate, often necessitating the export of data into an external Excel database for comprehensive analysis. **What problems is Close solving and how is that benefiting you?** Improved Engagement with CRM Database: Close CRM simplifies the process of engaging with our CRM. Its user-friendly interface ensures that we can interact with our customer data more efficiently, leading to better management and utilization of our CRM resources. Efficient Mass Emailing to Segmented Contacts: The platform allows us to send targeted emails to segmented groups of contacts effortlessly. This feature is particularly beneficial for marketing campaigns and regular communication, ensuring that the right messages reach the right audience without unnecessary manual sorting. Creation of Smart Views for Follow-Ups: Close CRM enables the creation of 'Smart Views', which are customized, dynamic lists that help in tracking and following up with contacts. This tool is invaluable for ensuring timely and organized communication, enhancing our ability to stay on top of customer interactions and needs. Overall, Close CRM streamlines our customer engagement and communication processes, making them more effective and less time-consuming. These improvements have a direct positive impact on our customer relationship management and business operations. **Official Response from Sam Wild:** > Thanks for reviewing Close, Stephen. ### 9. Great price for ease of use **Rating:** 3.0/5.0 stars **Reviewed by:** Neil S. | Head of business development, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Close?** Easy to use and integrate into your business **What do you dislike about Close?** I was limited in the number of ops I could have and needed to multiple workspaces **What problems is Close solving and how is that benefiting you?** We were cold calling and tracking client communications. It houses the data fairly well ### 10. Money wise great value. **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2023 **What do you like best about Close?** It is easy to navigate and inituitive. However some features are missing. For example in hubspot in my previous job I was able to customize the email forkflow better then here. **What do you dislike about Close?** After you visit a contact and return back to the list you are thrown to the beginning of the list and you have to scroll again to the bottom and saw where you left. **What problems is Close solving and how is that benefiting you?** As a user of Close, a CRM system, I've found it incredibly beneficial in several ways: Streamlining My Sales Process: It automates many aspects of the sales cycle, which has made my daily tasks more manageable and efficient. Centralizing Data: Having all customer information in one place has been a game changer. It saves time and helps me stay organized, especially when dealing with multiple clients. Improving Customer Relationships: With better management of customer data, I'm able to build stronger, more personalized relationships with my clients. **Official Response from Sam Wild:** > Thank you for leaving a review of Close. ### 11. CLOSE CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Close?** User Friendly UI, and threads for comms. **What do you dislike about Close?** The status changes don't reflect activity accurately. **What problems is Close solving and how is that benefiting you?** Scheduling prospects and follow-up for services. ### 12. Close another CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Luke B. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2024 **What do you like best about Close?** I like best in Close the support I get is very timely. **What do you dislike about Close?** The customizability and database aspect of can become messy real quick. **What problems is Close solving and how is that benefiting you?** It is a sigular place that holds alot of our information that many people across the company may access. **Official Response from Sam Wild:** > Thank you for reviewing Close. ### 13. Enjoyment of using Close **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2024 **What do you like best about Close?** I like how Close makes everything so simple to locate **What do you dislike about Close?** The dialling tone - Also the long wait for someone to pick up **What problems is Close solving and how is that benefiting you?** Data management **Official Response from Sam Wild:** > Thanks for leaving a Close review ### 14. Working experience with Close **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2023 **What do you like best about Close?** We are getting all the email responses for all the account on single window and we can directly rely from there. No need to login on mail plateform. **What do you dislike about Close?** It dosen't have daily email throttling function to limit the send count. This function must to implemented. **What problems is Close solving and how is that benefiting you?** We are getting all the data on one single plateform along with the email tracking. We can easily review all our mail boxes on the single plafteform. **Official Response from Sam Wild:** > We appreciate your review of Close. ### 15. Decent enough for a high volume, low complexity business **Rating:** 2.5/5.0 stars **Reviewed by:** Jeff L. | Co-founder & Revenue Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Close?** The support is wonderful. Quickly replied, provided clear instructions, and was very helpful. **What do you dislike about Close?** The UX is a little dated (as I'm sure most CRMs are), the sequencing seems pretty basic, and you need a few other 3rd party systems (CMS and Integration Tool like Zapier) to make it work as a full-throttle CRM (it's mostly just a sales system based on my usage). It's hard to get to custom reports, and I get the sense that they are just starting with product management, etc. **What problems is Close solving and how is that benefiting you?** Sadly, Close solved one problem, tracking calls, but couldn't solve any of my other problems and, introduced new problems: no workflows for low-touch/no-touch leads, need to purchase Zapier vs. Segment to get the integration I wanted, no CMS, so I would have had to create a separate system for document storage, and custom reports is cumbersome. Probably a good tool for high volume, low complexity sales (i.e. boiler room type stuff) **Official Response from Sam Wild:** > We appreciate your review, Jeff. We have exciting updates coming to Sequences/workflows this year that will continue to solve for your use case––and we hear this feedback. We'll continue to invest heavily in our product management and product advancements. ### 16. Great Product **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2024 **What do you like best about Close?** Great Product. It is easy to use and give me the ability to call other country at a minimal cost **What do you dislike about Close?** Nothing in Particular - It is easy to use **What problems is Close solving and how is that benefiting you?** Tracking **Official Response from Sam Wild:** > Thank you for reviewing Close. ### 17. Close is great for someone making cold calls all day with a ton of leads **Rating:** 2.5/5.0 stars **Reviewed by:** Thomas W. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Close?** Close has an auto dialer feature that helps reduce time spent dialing. It's great to keep all your leads in and cold call all day long. **What do you dislike about Close?** Close is only good for a sales CRM and cold calling. You need to have a ton of leads and someone able to make calls all day everyday for this to make sense. **What problems is Close solving and how is that benefiting you?** Close was great for a sales team member that could call all day long when we had a lot of leads. It reduced the time of dialing. **Official Response from Sam Wild:** > Thank you for reviewing Close, Thomas. ### 18. Decent CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2023 **What do you like best about Close?** The search function is excellent and I rely on that heavily. I also like the email sync feature and VoIP calling. The tasks keep me organized regarding following up with customers and staying on track with renewals. **What do you dislike about Close?** Different aspects of the software seem to be down quite a bit, i.e., phone, app, etc. I know there is a way to create and use tags, but it isn't very user-friendly, and it's something we desperately need and have brought up several times over the years (we're a long-time customer). Wish the integration with Zendesk was a little stronger. **What problems is Close solving and how is that benefiting you?** Provides a phone number for myself and my co-workers who need one, database for all my customers, helps me track my renewals, and helps me keep our customers up to date on enhancements. **Official Response from Sam Wild:** > Thank you for reviewing Close. ### 19. It's okay **Rating:** 3.0/5.0 stars **Reviewed by:** Brett B. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Close?** The ability to call through the app, the ability to use filters via smart views and also the ability to sync with our internal system. **What do you dislike about Close?** Constantly changing the design and not telling users about it; we need to figure out on our own how the interface is working which makes it difficult for day-to-day operations. **What problems is Close solving and how is that benefiting you?** CLose is causing more issues when they redesign the interface and not telling users about it. **Official Response from Sam Wild:** > Thanks for your Close review, Brett. ### 20. It's been pretty good so far. Could be better. **Rating:** 3.0/5.0 stars **Reviewed by:** Jesse J. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Close?** Relatively simple to use. I also like the integrations it has available in it. **What do you dislike about Close?** Not great training on how to use the platform to its full potential. I can't make calls from my personal phone using the number I have Close. **What problems is Close solving and how is that benefiting you?** It's helping me be better organized with tasks that I need to remember etc. As well as follow ups. **Official Response from Sam Wild:** > Thanks for reviewing Close, Jesse. ### 21. Product review for close **Rating:** 2.5/5.0 stars **Reviewed by:** Omar C. | Finance Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2023 **What do you like best about Close?** I like how I can communicate with clients via email, text and call in one system. **What do you dislike about Close?** I've only been using close for a short amount of time so there's nothing I dislike. **What problems is Close solving and how is that benefiting you?** Being able to communicate with clients are update their notes. **Official Response from Sam Wild:** > Hi Omar, thank you for reviewing Close. ### 22. Close Review - Simple but limited CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Conner H. | Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2021 **What do you like best about Close?** Simple and easy to use user-friendly interface. Easy to add leads and relevant information information to those leads. Calling is simple - just click the phone number and it calls, recording it automatically. Email templates and sequences are excellent and we use them daily mostly without issue. Custom fields are very convenient and it's easy to sort leads by their custom field - this helps track different types of leads owned by different reps. **What do you dislike about Close?** Not ideal for tracking sales outreach processes and sequences, like who to reach out to and when. We basically have to manually set reminders for when to call someone after an email, etc. It'd be nice if that were integrated into sequences automatically. Not a fan of how all notifications end up in "Inbox". Inbox should only be emails, while notifcations and tasks should have their own tabs. Call recording quality is pretty bad, and a great external mic is necessary to have good sound quality while speaking. **Recommendations to others considering Close:** Have an excellent external way of staying organized with sequences. Make sure to keep accurate information for each lead. **What problems is Close solving and how is that benefiting you?** We are conducting our inbound and outbound efforts. Inbound includes enterprise forms that integrate nicely with Close via an API. We also track website signups manually in Close and send an email template to them, which has helped convert some basic users into enterprise customers. We've been able to obtain new customers via our outbound efforts as Close helps scale up operations and stay a bit organized. **Official Response from Sam Wild:** > We appreciate your honest review on Close, Conner––I've shared this feedback with our team, and we're always working to improve sequences. We hear the opposite on the Inbox feedback a lot, but every opinion is welcome and valid here! ;) We're glad you've been able to upsell and obtain new customers with your outbound efforts in Close. ### 23. Quick responses **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2021 **What do you like best about Close?** Quick and helpful responses from the support team **What do you dislike about Close?** Lack of control to customize, sort, and prospect in the platform **What problems is Close solving and how is that benefiting you?** Maintaining CRM of leads company-wide, this is all in one place **Official Response from Sam Wild:** > Thank you for your review of Close! ### 24. Only good for dialing **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2018 **What do you like best about Close?** Dialing features, the chronological order of the information in the feed, the ability to sort your list **What do you dislike about Close?** The analytics reporting dashboard lacks structure on the opportunity page, which is problematic based on the company's needs. Unlike in Salesforce, it's difficult to find anything once I create an opportunity, and the sales process becomes prolonged. **Recommendations to others considering Close:** Not a great CRM, only good for outbound calling. **What problems is Close solving and how is that benefiting you?** Dial quickly, cold call. ### 25. Very solid CRM product **Rating:** 3.0/5.0 stars **Reviewed by:** Dave M. | VP of Sales & Alliances, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2016 **What do you like best about Close?** Close.io has really strong base functionality, with good call, email, and lead tracking. The reporting is great for keeping tabs on a small team, and understanding basic activity metrics. Overall the application just works great out of the box, and is organized the way that I needed it to be for my software sales team. **What do you dislike about Close?** The lack of integrations will ultimately be prohibitive for any team as they scale. There are aspects of Marketing automation, outbound prospecting, profiling, etc. that will be crucial. There aren't existing integrations with Marketo, Hubspot, etc. or Salesloft, insidesales.com, Outreach.io, etc., but the CRM piece itself is really strong. **What problems is Close solving and how is that benefiting you?** Managing prospects through a sales cycle. Closing new business and communicating with clients. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A39%3A36+-0500&secure%5Bsession_id%5D=259e8f07-64dd-4ef6-bfb0-22fd46bf39d3&secure%5Btoken%5D=600af33a59e5c1a0f646f2854264185c53fbb5cde48ea2856f7ee84233be9c61&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) - 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