--- 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: '2026-08-14' 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. THIS IS THE #1 CRM THAT I RECOMMEND TO ALL AGENCY OWNERS, HANDS DOWN!! **Rating:** 5.0/5.0 stars **Reviewed by:** Josh W. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Close?** Close has the simplest and most intuative interface that I've ever used in a CRM. I feel as though I have undiagnosed ADHD, and really stuggle staying focused! With clean inbox in Close, as well as the seamless integrations with other tools like Fathom and Calendly, I'm able to get right back to clients immediately, close deals and have all my meetings summarised, recorded and sent to clients automatically. This CRM is the first one I've used that feels like it's supporting me on a daily basis to do my work. **What do you dislike about Close?** I feel as though the workflow builder is not as full-featured, or easy to use as that in GoHighLevel. I have figured out that I should be able to upload HTML emails to the workflows, but it would be nice if emails could be constructed in a drag-and-drop format within the software like can be done in Mailchimp etc. I would also like contacts to be enrolled in workflows when they schedule a meeting, or when an opportunity is closed. I just feel like there needs to be as many automated triggers as possible to allow us the flexibility to add integrations easily, without needing to rely on Zapier too much. **What problems is Close solving and how is that benefiting you?** Close is helping me to enjoy communicating with clients and prospects on a daily basis, and is helping me to have all meetings recordings, notes and phone calls in one place! Clients have felt an increased sense of professionalism from the automations and integrations within Close. It's been a game-changer for my business. ### 2. Great for small businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Jacob C. | Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Close?** Ease of use, user friendly, always improving **What do you dislike about Close?** I wish there was a notification pop up that would come when you have tasks **What problems is Close solving and how is that benefiting you?** Close is allowing our organization to organize our leads and send outreach to them in an effective way. ### 3. Best one ever **Rating:** 5.0/5.0 stars **Reviewed by:** blake b. | Coaching/Supplement sales, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Close?** I love how it provides leads for my job and I don't have to pay for them! They are also warm leads! If anyone is looking for a CRM, I would totally reccommend Close! The site is very well organized too! **What do you dislike about Close?** There is nothing I dislike honestly. It's worth using! **What problems is Close solving and how is that benefiting you?** I never noticed any problems and it's my personal favorite! ### 4. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2025 **What do you like best about Close?** How easy it is to use. I have had a great time learning the software and its been made easy **What do you dislike about Close?** not too much. I have had such a good experience **What problems is Close solving and how is that benefiting you?** Moving the ball with my calls ### 5. Review **Rating:** 5.0/5.0 stars **Reviewed by:** Damian B. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Close?** I like the fact that everything is so organized. **What do you dislike about Close?** I don't really like the automatic call feature. **What problems is Close solving and how is that benefiting you?** It makes things quick and assessable ### 6. Close is by far one of the best CRM softwares in the market. **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher M. | IT-Leiter, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2024 **What do you like best about Close?** Close CRM is a very powerful tool for managing the data of customers. Its very easy to build and automate different pipelines for sales, support and even accounting. I would say even a person who is not a developer, but got a bit of technical knowlege, can fully automate this CRM with a bit of work in zapier or make. The best about Close CRM is the automation part. There are endless possibilities to receive or send data over API. For example, we can even trigger contracts or bills to a customer through the CRM with the connection to other tools. Whats also nice for developers, they got a good documentation for this. Even the support is good, in the most cases they answer emails really quick within 1-2 hours. They also got good developers that can help you on the technical side. **What do you dislike about Close?** I didnt made any negative experience with close. **What problems is Close solving and how is that benefiting you?** That you can have everything on one place for all teams. Before we had to look at different places to get customer data. ### 7. Very positive experience with Close.io, only minor feature gaps **Rating:** 5.0/5.0 stars **Reviewed by:** Jason P. | Sales rep, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2024 **What do you like best about Close?** I love the Smart Views and Power Dialer features in Close.io. The Smart Views allow me to easily organize and prioritize my leads, helping me focus on the most important tasks. Combined with the Power Dialer, has significantly sped up the calling process, and reaching out to potential clients has never been easier. This seamless integration of tools not only saves time but also enhances productivity, making lead management and follow-up a breeze. **What do you dislike about Close?** I would like to see the feature of being able to mark a contact as "Do Not Contact" or "Bad Number" so the dialer doesn't dial them out. For now each "bad number" I have to delete the contact, but that doesn't leave a record if I ever try to import that number again. **What problems is Close solving and how is that benefiting you?** Using Close.io solves key issues in lead management by allowing me to easily organize and prioritize leads with Smart Views and speed up the calling process with the Power Dialer, significantly boosting my productivity. Ease of use is paramount for me; the software makes using it a breeze. ### 8. Close is the clean, powerful CRM you need for a fast and adaptable phone sales team. **Rating:** 4.5/5.0 stars **Reviewed by:** Tim B. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Close?** Close has a clean, beautiful simple design that is deceptively powerful. It has an enormous wealth of features that make a daily workflow for an entire sales motion flow extremely smoothly. It has internal automation tools that make speed-to-lead really easy to do right away, it has a rich and incredible Zap ecosystem that lets you integrate with Zapier in extraordinarily powerful ways. It's our daily driver in the Sales Department and we've grown to love it. **What do you dislike about Close?** There are only 3 things that I think Close is actually missing at this point: 1. Close is still light on features as it relates to their internal automation tools (called "Workflows"). You can send Emails, SMS, and schedule call steps for your reps to dial, but there's little beyond that other than changing the occasional status or dropping a task. More internal automation could eliminate the need for Zapier in a lot of cases. 2. Bulk editing tools are lacking to say the least. If I were taking over another organization's Close backend, I might be strongly tempted to start over entirely on a fresh install - very few things can be changed in bulk if you change the way you organize your data down the road. 3. The Reporting is powerful, but not complete. Most advanced and well-run organizations will want reporting on the CUSTOM FIELDS attached to their Custom Activities in addition to the Custom Activities themselves - Close doesn't allow you to report on that at all right now - only to track THAT a Custom Activity was created. **What problems is Close solving and how is that benefiting you?** All of our sales-oriented communication runs through Close - it provides us with a centralized location to handle all of our inbound and outbound communication with leads who are in a sales context -- other CRMs like ActiveCampaign are tailored to handling leads in a Marketing context, but once they become seriously interested in asking about a sale, Close is far and away the best tool to reach out to them and nurture them through a sale. ### 9. Best CRM around **Rating:** 5.0/5.0 stars **Reviewed by:** Jan P. | Scheduling Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2025 **What do you like best about Close?** how user-friendly it is, my c/b's pop up when it's time to remind me. On boarding was a breeze this is one of the best CRM's out there. **What do you dislike about Close?** I love everything about Close I really can not think of anything that it doesn't do for me. **What problems is Close solving and how is that benefiting you?** Making it every easy for me to just come in and log in see if I have any c/b's and move through my day. Easiest CRM I have used. ### 10. Why Close is the best dialer/CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Primrose M. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Close?** It is easy to use, and the support is over and above professional and friendly. **What do you dislike about Close?** Other users can access the leads I upload, but that is solved by upgrading to a higher plan- so nothing really. **What problems is Close solving and how is that benefiting you?** Close is helping me get through my dials quicker for sure. I have a quota of 300 call per day, and I'm acing that quota because of Close. ### 11. Extremely usable CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Josh C. | Senior Marketing and Advertising Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2024 **What do you like best about Close?** I find Close to be high on the user-friendly scale. I use it daily and it simplifies my work in categorizing leads, creating follow up tasks, using email templates for saving time, and one thing I really like is the AI summaries you can create for leads where maybe more than one person has been a contact. Also customer service has been a help, we primarily send them loom videos with any issues and they respond promptly. **What do you dislike about Close?** There could be perhaps better tutorials for certain features, eg. workflows. **What problems is Close solving and how is that benefiting you?** It keeps our communication touchpoints with clients transparent, enabling collaboration and internal communication, and helps save a lot of time when we use email templates. ### 12. Simple and reliable CRM with minor areas for improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Wilhelm S. | Geschäftsführer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Close?** The simple and intuitive structure of Close really stands out to me. The SMTP integration works seamlessly, and there are no unnecessary, complicated menus. Everything is designed for quick and efficient use, which is perfect for daily work. **What do you dislike about Close?** It’s a bit frustrating that emails in the inbox still need to be manually marked as handled, even though they’ve already been processed in Close. This makes the workflow slightly less efficient at this point, but I assume it’s a technical limitation. **What problems is Close solving and how is that benefiting you?** Close helps me maintain a highly structured contact database, which ensures I can stay consistently present and engaged with my customers. This level of organization simplifies client management and strengthens ongoing relationships ### 13. Incredible **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas Z. | AE, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2025 **What do you like best about Close?** Extremely and efficient to use. Best thing ever **What do you dislike about Close?** There’s no dialer pad on the phone app. I can’t directly filter out future follow up tasks **What problems is Close solving and how is that benefiting you?** Very efficient dialing ### 14. Great CRM to work on **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2025 **What do you like best about Close?** This is a very friendly user CRM that is fast and accurate. By far the best i used so far. **What do you dislike about Close?** It can get a bit slow sometimes but not a big issue at all **What problems is Close solving and how is that benefiting you?** It is very organized witch make my days easy ### 15. Everything in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Close?** Everything is organized, you can set tasks for follow ups, no ball gets dropped with close! **What do you dislike about Close?** Nothing i have found yet i dislike! so far, great experience **What problems is Close solving and how is that benefiting you?** keeping everything organized and in one place ### 16. An excellent CRM for streamlined sales processes! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Close?** I love how intuitive Close is—it feels like it was built with busy salespeople in mind. The email and call integration has saved me so much time, and the pipeline management tools make it super easy to keep track of deals. The automation features, like the "Done" email syncing, have been a game-changer for staying organized and focused on what really matters. **What do you dislike about Close?** If I had to pick something, I’d say the email syncing could use a bit more flexibility to fit different workflows. But honestly, the amazing support team has always been there to help me tweak things when needed. **What problems is Close solving and how is that benefiting you?** Close has solved the issue of fragmented communication in our sales process. With its built-in email and call tracking, we can seamlessly track all client interactions in one place. This has not only saved us time but also improved the quality of our follow-ups, resulting in better conversion rates and happier clients. ### 17. Game-changer **Rating:** 5.0/5.0 stars **Reviewed by:** Hugh J. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Close?** Close has been a game-changer for me and the team. I run a cold outbound agency and having the ability to track leads, organise them using statuses and fields and adding them into workflows has completely transformed our agency. Customer support has been great and it has been super easy to implement and integrate with their help. Would fully recommend! **What do you dislike about Close?** Not much downside, one feature that could be improved is CCs in workflows. **What problems is Close solving and how is that benefiting you?** Lead nurturing is the key benefit of Close. Having the ability to easily manage leads and add them to workflows has saved myself and the team a significant amount of time. ### 18. Intuitive, Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Brian P. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2024 **What do you like best about Close?** As a startup, close has been super easy to get onboarded and start working immediately. Within the first day I was able to start tracking outreach and easily manage all communication on a central platform. Close has good guides on getting it setup with your email and phone service, and common simple issues. The calling feature works great and the AI transcription is a handy feature that saves even more time. There are many more features and integrations that I have not explored yet but I'm sure as our company grows we will be able to utilize. Close support has offered to walk me through any features that I would like to know about but the basics have been more than enough for me and my team, for the time being. I use close every day to manage my inbound and outbound communication so that I don't miss important followups. **What do you dislike about Close?** Close has been nearly perfect, but a dark mode for computer would be nice (it works on phone already), and I think the web browser is better than the desktop app which is strange but maybe thats just my preference. **What problems is Close solving and how is that benefiting you?** We do all customer outreach (inbound and outbound) through close. Calls are easy to place and are recorded and transcribed with AI which is a handy feature. Emails are tracked and of course templating and etc... It makes it easy to stay on top of outreach and set followups for when people don't reply. ### 19. easy to manage a lot of clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Close?** Clients, contacts and task managment. to organice the task is great. **What do you dislike about Close?** the smart views i dont find this usefull. Also some errors with the calls.. but the service is great. **What problems is Close solving and how is that benefiting you?** to make sales contacts and engagment, to organice so many clients and manage a lot of tasks. ### 20. Able to knock down dominoes! **Rating:** 5.0/5.0 stars **Reviewed by:** Ronnie H. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2024 **What do you like best about Close?** I thought we liked the Kanban style drag and drop to keep up with job. We do love it, but the Inbox feature is much more efficient. Love how it keeps the next domino on a lead in your face so you can continue to knock it down. Then if it isn't an attainable domino in the moment, you can snooze it for a day or a week or a month. Amazing product and amazing interface on phone and desktop or web version. **What do you dislike about Close?** Currently contacts are attached to lead you create. If Close could link the Contacts in an address book format that would make it perfect. Case in point, we have 1 client that has multiple properties. We have to put our client's contact information in each lead manually and it's annoying more than anything else. If we could have the option to just select an existing contact, that would go way smoother. **What problems is Close solving and how is that benefiting you?** Jobs aren't getting left behind or forgotten about. Sometimes as a team, 1 person gets tied up and holds up the progress of 1 or 2 leads. With the Inbox, we can communicate effectively by reassigning the task to that individual or remind them verbally. Either way there's an accountablility there. ### 21. It's been a great to have such a versatile CRM.. Close has the sauce. **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan F. | Community Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2025 **What do you like best about Close?** Simplicity, efficiency, and functionality. **What do you dislike about Close?** There are some technical glitches when it comes to spam flags, integrations between other apps, and dispositions. **What problems is Close solving and how is that benefiting you?** Efficiency and productivity is key. ### 22. Good CRM for Sales and Marketing **Rating:** 4.5/5.0 stars **Reviewed by:** Ilan M. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Close?** User friendly and intuitive. Makes it easy to keep track of leads **What do you dislike about Close?** Nothing to dislike at the moment. But I am new with it **What problems is Close solving and how is that benefiting you?** It solves the problem of proper tracking of leads ### 23. Close's features are easy to use and regularly updated **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about Close?** The AI summary generations are helpful in getting a concise overview of previous contact interactions. The uses of hashtags and other features for organizing leads into Smart Views are also a great organizational tool. Also, the ability to categorize contacts by different statuses is great as well. Finally, the contacting features for phone and email integration are incredily helpful for tracking previous interactions and notes. **What do you dislike about Close?** I dislike the constant need to reload the MacOS app after it's been open for a while. Also, I find that my email constantly fails to stay synced, so constantly resyncing my email is another issue with my experience using Close. The biggest issue, though, is that I'm unable to successfully sent my Outlook emails via Close. Despite being connected, my Outlook emails always fail to send to my recipients when being sent via Close. **What problems is Close solving and how is that benefiting you?** Solving sales communications through integrating phone, SMS, and email features in a single application. Viewing my teammates' interactions are also helpful in referencing previous communications with clients. ### 24. The CRM Designed for Outbound Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Mitchell G. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Close?** I love that it's designed specifically for outbound sales. The power dialer is a game changer and has dramatically increased the number of calls I make during my prospecting block. Getting the CRM up and running was a breeze and interface is very intuitive. **What do you dislike about Close?** - Needs an easier way to filter your tasks in Inbox - Better visibility of leads at each step of Workflow **What problems is Close solving and how is that benefiting you?** #1. Power dialer makes it super easy to call many leads quickly #2. Workflow makes it easy to setup a multi-channel messaging sequence for outbound sales #3. Overall, it dramatically increased my efficiency as an outbound salesperson ### 25. 3rd Time Recommending this CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Emily R. | Client Success, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2024 **What do you like best about Close?** Close is like exploring a coral reef - it's beautiful, surprising, and doesn't get too deep. I have now used Close at three different startups and have never been displeased with what I have recieved in the way of features and service. I have used comps like Hubspot and Salesforce, but that's like comparing apples to brussel sprouts. Close intentionally makes my life easier by creating shortcuts, automations and integrations that I actually use! I've found the reporting to be exactly what I need. Although the support articles have always provided what I need in the moment, I've also found the in-person support to be genuine and helpful. I love close because I can depend on it to work the way I need for the startups I've worked for. My roles have been in sales and client success, both as an individual contributer and a leader. The permissions suit the role nicely. I've implemented Close on my own and it was extremely easy to do. I have also used Close integrations (currently with Missive) and I love how easy it is and how I can stay on task in the tool I'm in versus moving around in my tabs. Thank you, Close, for continuing to care about the user experience! **What do you dislike about Close?** I don't have any downsides to share. 3+ years ago I shared some feature suggestions and they happened. Love the responsiveness of their product and development teams! **What problems is Close solving and how is that benefiting you?** Close is my source of truth when it comes to new customer acquistion and pipeline tracking. ### 26. Very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Margaret D. | Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2025 **What do you like best about Close?** I had never experienced the close app until this year. I like that it is user friendly and honestly way better than Salesforce. **What do you dislike about Close?** Sometimes calls ring for a while and no answer so not sure if it is the other end or not **What problems is Close solving and how is that benefiting you?** To be honest I don't have issues so I do not have a comment on this ### 27. Most user friendly and easily configurable CRM on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Bob D. | National Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2023 **What do you like best about Close?** I have implemented and created CRM systems in the past. So I have a fair amount of experience when I say this is the most robust system I have seen that is the easiest to implement and execute out of the box. I hate to use the phrase too good to be true, but in this case, it's honestly accurate. But the best part about it is that I'm not lost without an ecosystem of tremendous support both from the sales support team as well as a community of Close users. I rarely have fun implementing CRM systems but this one I'm not only having fun implementing it. I can't wait to use it. **What do you dislike about Close?** I only have one feature request - once a contact is assigned to an Account (Lead), if that contact changes jobs, I have to delete the Contact and re-enter into the new Account he/she is employed. Other than that, I have ZERO recommendations to make it better. That said, every new update, they find new ways to make it better proving me wrong :) **What problems is Close solving and how is that benefiting you?** Prior to this implementation, we did not have any CRM so it's solving all the basic needs of a CRM system however, what I am thrilled with is the workflow automation capability, which is tied into dynamic and robust reporting at a granular level. Nothing is going to fall through the cracks with the system used properly. And the best part is you don't have to move from one location to another or one spreadsheet to another. All the data in one place or another it's all in one screen. The User interface is incredibly easy to stay on top of everything so nothing falls through the cracks. ### 28. A Pleasure to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Joe K. | Sales Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Close?** I love the simplicity and performance I get with Close. It makes cold outreach a breeze **What do you dislike about Close?** Data enrichment would be a welcome addition **What problems is Close solving and how is that benefiting you?** Cold calling is faster allowing me to make more calls and document them appropriately. ### 29. Close is the best CRM I have ever experienced! **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas D. | salesman, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Close?** How it keeps track of opportunities. It transcribes phone calls so notes are there for the next call. I can search through conversations with keywords. **What do you dislike about Close?** after responding to someone from the inbox, sometimes the message will then disappear. It would be better to always allow for a manual delete. **What problems is Close solving and how is that benefiting you?** All in one place dialer, crm and data storage ### 30. Close Review **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda C. | Delivery Driver, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2024 **What do you like best about Close?** being able to task people and people task me when things needed and the ease of everything there at your fingertips **What do you dislike about Close?** i cant really say at the moment except ok i dont understand really yet how to create opportunities to make call lists that is something i dont like all the buttons to press to make a list very confusing **What problems is Close solving and how is that benefiting you?** being able to see what others say to customers when they ask me questions, also to task me when they need things way easier then coming to me telling me and i forget ### 31. Highly reccomend **Rating:** 5.0/5.0 stars **Reviewed by:** Mathias N. | Sales Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Close?** Close is very easy to use, quick to learn, and fun. I've been using Close for a little over 1 month to call inbound leads and I'm very satisfied. Being able to send e-mails straight from the app instead of manually writing them one-by-one, is a monumental time-saver. And as we all know, time is money. **What do you dislike about Close?** I enjoy using Close, however, the only negative I found about this product is the slow mobile app. It's possible that it's just my phone or my internet connection, but it takes a substantial amount of time to load. But all in all, it's a great product. Highly recommend. **What problems is Close solving and how is that benefiting you?** Close makes calling a ton of leads remarkably quick and easy. There's no need to manually type in phone numbers, manually write emails, etc. To say Close has saved me & my team a tremendous amount of time is an understatement and I can't recommend it enough for salespeople. ### 32. Close is a great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Alex A. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2024 **What do you like best about Close?** I like how it lets me organize the leads, value and work flow of everything. And that they are very receptive when I need help and are very quick to develop the system. I feel like close listens and cares. Plus I love the YouTube videos. I've found those very helpful even tho I'm a small business **What do you dislike about Close?** I do not dislike anything really but one thing I think they need to work on more is the filers. Sometimes when I use cerain filters together, it blocks off even though it logically doesnt make sense. Also when I sort, the sorting doesnt work. It is important for me as I use filters a lot and then I end up having to make certain subfilters. Like I cant have in one filter, clients of 5 different states because there is a cancelling out even when I use "or" so then I have to make 5 filters for each state. If that makes sense. **What problems is Close solving and how is that benefiting you?** It is helping me see what clients in this economy are being active and what clients I can see are holding back. It has helped me in predicting trends for my clients even before public information is available on the clients current buying power. ### 33. A breeze to set up **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Close?** * Daily user * Easy to set up and implement in organization * Easy to use * Customer service is accessable * AI summary * Gmail integration to gather all communication is amazing **What do you dislike about Close?** I'd like easier integration with Notion. I'd like to export contacts to macos contact app **What problems is Close solving and how is that benefiting you?** • Centralizes customer data for easy access. • Improves customer service and response times. • Manages and tracks sales pipelines. • Automates marketing tasks and customer segmentation. • Streamlines tasks and workflows to boost productivity. • Enhances collaboration across teams. • Increases customer retention through upselling and churn management. • Provides analytics and reporting for data-driven decisions. ### 34. Excellent Product & Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Wes S. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Close?** I like how simple Close is to use. It's very intuitive and doesn't have the extra complications that other CRMs have. The support team is always fast and very helpful as well. **What do you dislike about Close?** Sometimes it can be a tiny bit buggy, but usually a quick browser window refresh solves the problem. **What problems is Close solving and how is that benefiting you?** Close keeps all my contacts and conversations in one place. ### 35. Great CRM and dialer for team work in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel P. | CEO/Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2024 **What do you like best about Close?** I recently switched to close from a different dialer which had a difficult and ugly UI. Close is pleasant to work in, and integrates email, dialing, and SMS all in one lead view which makes workflow efficient and easy. I'm using close to set appointments for a music business, and have one person on my team besides me. Even at the lowest tier it has robust features without being overcomplicated to use, and it's easy to handoff and coordinate communication and follow up with leads. **What do you dislike about Close?** Customer support lags since there is no chat support. For some reason I can't sort leads by local time, so there might be wierd little buggy things like that. I've only been using it for a month or so. **What problems is Close solving and how is that benefiting you?** Getting booked calls for my business, which drives sales! ### 36. The Ultimate Tool for Sales Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Lukey L. | Client Care Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2024 **What do you like best about Close?** Close CRM has truly transformed the way our sales team operates. From its intuitive interface to powerful automation features, it's designed to help teams close deals faster and more efficiently. we've seen a marked improvement in our efficiency and revenue growth. Highly recommended! **What do you dislike about Close?** The mobile app, while functional, could benefit from more features. Certain functionalities available on the desktop version aren’t fully accessible or as robust on mobile, which can slow down on-the-go sales teams. **What problems is Close solving and how is that benefiting you?** Close CRM is incredibly easy to navigate. Even for team members who aren't tech-savvy, the learning curve is minimal, which means we spend less time training and more time selling. ### 37. Ravere team review about Close **Rating:** 5.0/5.0 stars **Reviewed by:** Kris R. | Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2024 **What do you like best about Close?** We were looking for a system that could help our SDRs (cold callers) increase volume while staying organized. We took a free trial (which lasted two weeks, which is also amazing) to sort out our needs and our systems. We got help from Chris Valdemoro who was able to hop on a 15/20 minute Zoom call whenever we needed help. Close is easy to navigate for beginners. I'm not very tech savvy but I set up my team within a few hours. We use Close every day for our cold calling and appointment-setting services, and it's helped us go from 50-70 calls to 150-200 calls every day because of the power dialer. Uploading leads has been easier than ever and integration is a piece of cake. There's so much software that you can link up with. I was sold on Close the first hour I used it, but the customer support and especially Chris's help made our decision to get a subscription 10000x easier. Thank you for creating such an amazing platform! **What do you dislike about Close?** When you want to create a specific view or smart list, it might be a bit difficult to navigate at first - BUT Close has great support that can help with any issues and also live calls with a team member where you can share your screen and they'll help. Overall I've had zero complaints. **What problems is Close solving and how is that benefiting you?** We are a marketing agency that reaches out to hundreds of leads a day. We used to use 3 different tabs, a calling software, google sheets, and GoHighLevel - with Close, we only need one platform which has EVEYRTHING we need. Our sales reps can now stay in the same workspace and work way more efficiently, doubling their outreach. ### 38. Best CRM I've used, but there are some things to improve **Rating:** 5.0/5.0 stars **Reviewed by:** Mauricio L. | Outbound Appointment Setter, Small-Business (50 or fewer emp.) **Reviewed Date:** January 01, 2025 **What do you like best about Close?** That you can call within the CRM, call recordings are right there and it's pretty leand and easy to use. **What do you dislike about Close?** Filters could work a lot better and you have to do your tracking manually to be efficient. And also that customer is slow to allow to increase spend when you reach the limit. **What problems is Close solving and how is that benefiting you?** Easily accessing the leads. Saves me time and allows me to be efficient as a salesperson. ### 39. Most easy2use CRM with high functionality I've used. **Rating:** 4.5/5.0 stars **Reviewed by:** Marco B. | Creative Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2025 **What do you like best about Close?** - Functionality - Easy 2 use - Custom Features - Easy 2 get used to **What do you dislike about Close?** - Rather pricy but worth it in my opinion **What problems is Close solving and how is that benefiting you?** - Tracking my Cold Outreach has never been easier - Custom Email Workflows enable Lead-nurturing - Clear Arrangement of all the Dashboards which has been a pain when using Hubspot and other CRM Solutions ### 40. the best crm ever!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Bhavya D. | manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about Close?** close is literally the best crm out right now, its super easy to use its easy to implement and the number of features it has to make your life a lot easier is INSANE **What do you dislike about Close?** its not as organsised at first and needs tweaking **What problems is Close solving and how is that benefiting you?** it solves every issue we all love it ### 41. Really great and efficient tool for sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about Close?** It is very intuitive and clean. Easy to use and to collaborate. The powerdialer function is very useful and works really great for outbound calls and lets you get lots of calls fast. **What do you dislike about Close?** Where just some errors with the new version like with the side by side scrolling etc.but I think that is better now. Other than that I dont know right now. **What problems is Close solving and how is that benefiting you?** The power dialer makes it super fast for outbound calls and very efficient. It is really easy to have all the data about one costumer all in one place ### 42. Best CRM for CC **Rating:** 5.0/5.0 stars **Reviewed by:** Nkuma N. | CSO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2024 **What do you like best about Close?** You are easily able to follow the complete costumer journey. And its easy to have a overview about all youre leads and whats happening to every single one an where they are in youre sales cycle **What do you dislike about Close?** Not many so far the only downside is, that there are a lot of add ons needed like zapier, make etc. to get the full potential **What problems is Close solving and how is that benefiting you?** With other tools leads can easily get lost but not with close. ### 43. CRM that automate our sales activities simply, efficiently and intuitively. **Rating:** 5.0/5.0 stars **Reviewed by:** Raphael A. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2024 **What do you like best about Close?** It is intuitive. Within minutes, you can start being efficient in terms of sales automation, sales activities, and tracking. The integrations with our other tools, like Google Apps, Fathom, and Zoom, are working perfectly. Close customer support is also reactive and knew to give us crucial advice regarding best practices. **What do you dislike about Close?** The advanced reporting side could me improved. **What problems is Close solving and how is that benefiting you?** Close solved our needs to automate a large scale sales outreach operation. Newsletter, Emails sequences between each reached sales milestone gave us the ability to reduce manual work and reaching higher conversion rates. ### 44. Everything you could ask for **Rating:** 5.0/5.0 stars **Reviewed by:** Mark R. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Close?** I like how simple and user friendly Close is. There are so many great features throughout the software suite, I couldn't imagine what else I need. I use it all the time and do not know where i would be without it. A huge timesaver **What do you dislike about Close?** There is not a lot I do not like about Close, except maybe the call quality when using a headset. I am not even sure it is related to Close, but its the only struggle I have had so far **What problems is Close solving and how is that benefiting you?** We have a lot of leads to reach out to and lack the organizational skills to do it effectively. ### 45. Great UI, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Adam O. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2024 **What do you like best about Close?** It's the easiest CRM I've used, with a workflow that allows you to know exactly what to do every day even if you forget to make a task for a specific lead. The support takes around 24 hours to get back to you on average, but the ease of getting started is pretty quick. **What do you dislike about Close?** In exchange for the clean interface, they made it kind of restrictive like Apple products. Annoying, but I respect it, as it stops it from getting clunky. There's always ways to workaround what you need, just need to be creative. **What problems is Close solving and how is that benefiting you?** I always forget to make tasks in other CRMs, Close has this feature called "Smart Views" which you can create specific rules so you know exactly who you have to speak to each day. It's a gamechanger. ### 46. Close is super easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2024 **What do you like best about Close?** Basically everything! One of the coolest parts -> SmartViews -> Being able to create custom tabs that come from filters is super useful and you can basically do anything with them: 1. We use them to sort leads by lead owner/source 2. We use them to have. a granular view of our Pipeline 3. We use them to help our SDRs see what they have to do today -> Smart views for 1st meetings etc. Pipeline creation is super easy and looks nice, being able to send emails to/from different emails on your accounts helps a lot as well. [Email templates as well] **What do you dislike about Close?** Pipeline bugs when you create a new step/delete old step and then check the Pipeline Dashboard the numbers do not update Can't delete smart views in bulk **What problems is Close solving and how is that benefiting you?** It helps us keep track of our customers and where they're at in the pipeline, while also allowing us to track our communication with them. ### 47. So so much easier to use and user friendly than go high level. **Rating:** 5.0/5.0 stars **Reviewed by:** Tejavsi S. | SDR, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2025 **What do you like best about Close?** The user friendliness, and how easy is to communicate with team. **What do you dislike about Close?** Not the best to use on anythign other than a laptop or a phone. **What problems is Close solving and how is that benefiting you?** It allows me to do my dials ### 48. Supercharge Your Sales with Close CRM!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Manya M. | Senior Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Close?** Close CRM is a game-changer for any sales team looking to boost efficiency and streamline their sales process. It has helped my team boost their sales by more than 80%. It is packed with powerful features, an intuitive interface, and stellar customer support, Close CRM makes managing sales a breeze for me and my team. We use close almost everyday and it is integraded on our phones and work laptops. It is also easy to learn and implement. **What do you dislike about Close?** There are no downsides to close. I have been using it for over a year now, hardly faced any glitches or bugs. **What problems is Close solving and how is that benefiting you?** We are a small boutique Fintech Firm working in the Investment Banking space. We need to follow up with clients and investors on a daily basis, close solves that issue with integrated "Tasks". Also the in-built calling is seamless, and also now they have introduced calling through website as well as app. ### 49. Best CRM System... **Rating:** 5.0/5.0 stars **Reviewed by:** Erfan S. | Geschäftsinhaber, Small-Business (50 or fewer emp.) **Reviewed Date:** July 16, 2024 **What do you like best about Close?** I recently had the opportunity to use Close, a CRM system, and I must say, it is one of the most user-friendly and beginner-friendly tools I’ve encountered in the sales domain. The interface is exceptionally clean and intuitive, making it easy for anyone to navigate, even those who are new to CRM systems. One of the standout features of Close is its simplicity without compromising on functionality. The dashboard provides a clear overview of all essential metrics, ensuring that you can quickly access the information you need without getting lost in unnecessary complexity. Additionally, the seamless integration with various communication tools streamlines the workflow, enhancing productivity and efficiency. For beginners, the learning curve is minimal, thanks to the well-structured tutorials and support resources available. The platform guides you through setting up and using its features, ensuring that you can get started with minimal hassle. I would highly recommend Close to anyone in sales. Its user-friendly design, comprehensive functionality, and ease of use make it an ideal choice for both new and experienced sales professionals looking to optimize their customer relationship management. Its easy to implement. And I use it everyday in my work **What do you dislike about Close?** The workflows could be easier. More Tutorials, more opportunitys in the German Market like Upselling Systems more combination with calendly Tasks etc. **What problems is Close solving and how is that benefiting you?** I have Recruiting agency and I do Outreach and the SALES process with it ### 50. Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Ed F. | Business Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 02, 2024 **What do you like best about Close?** The functiality and ease of use is far superior to other CRM's I've used. Considering I use Clsoe daily it is crucial for it work properly. The easy of it's implemenation is amazing and if needed their customer support is world class. **What do you dislike about Close?** It would be nice to see more integratations but Close is always trying to be better so I'm confident they will add more over time. **What problems is Close solving and how is that benefiting you?** It's solve the note taking process. The AI notes are clear, concise and accurate. ## 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=5&page=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A25%3A08+-0500&secure%5Bsession_id%5D=4dc255eb-bd8d-4fda-9cd9-1349e355479c&secure%5Btoken%5D=23c633c6a051ef1f94ddbfaf685f6b4a28cf6f24ab757be5f516ada27f1cfdf8&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 (13,304 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 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