--- 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: '2026-08-14' 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:** 2,069 ## 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. Best Cold Calling Software i have ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Adhiraj P. | Sales Closer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Close?** What I’ve liked most about Close lately is how much more intelligent the platform has become without losing the simplicity that made me like it in the first place. The newer AI features, especially Chloe, are genuinely useful for keeping up with follow-ups, summarizing conversations, updating CRM data, and taking action on leads. I also really like the improvements around meeting management, workflows, and scheduling. It feels less like a traditional CRM where you simply store information and more like a sales workspace that actually helps you move deals forward. For someone who spends a lot of time selling, that difference is huge. Close continues to make the day-to-day sales process faster and much more organized. **What do you dislike about Close?** One area I’d love to see improved is the flexibility of the Predictive Dialer, especially for solo closers. It would be great to have more control over how aggressively it dials for example, allowing users to set a preferred dialing ratio such as 2–4 numbers at a time when appropriate. I’d also love a clearer option to automatically skip or quickly bypass voicemail instead of waiting through the entire voicemail process. A simple setting like “Skip voicemail” vs. “Wait for voicemail” would make high-volume outbound calling much faster and more efficient. These small improvements would make Close even more powerful for individual sales reps and high-volume outbound teams. **What problems is Close solving and how is that benefiting you?** Calling a lot of people in a conveinient way thats what i like ### 2. Intuitive CRM with Stellar UI, Minor Integration Hiccups **Rating:** 4.5/5.0 stars **Reviewed by:** Zygimantas K. | Dialler, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2026 **What do you like best about Close?** I like Close because it's pretty clean and simple with not too many buttons everywhere, which makes it easier to use. It's way cleaner and the UI/UX interface is better than any other CRM platform right now. Close is also easier to pick up compared to other CRMs, and as you use it more, the workflows and smart views become very intuitive. Overall, it's very good and miles better than the CRM we previously used. **What do you dislike about Close?** On the power dialer, sometimes it won't allow sending messages to certain leads, which is kind of annoying. Sometimes it says to just contact Close support whenever you dial them. **What problems is Close solving and how is that benefiting you?** I find Close is way cleaner with a better UI/UX than other CRMs, solving clutter problems. ### 3. CRM That Organizes Conversations Perfectly **Rating:** 4.5/5.0 stars **Reviewed by:** Saips . **Reviewed Date:** December 16, 2025 **What do you like best about Close?** I like that Close keeps all the conversations I have with a certain client or lead in their tab and separates them if they were different conversations. I also like that it keeps all files we exchanged in a separate tab. As I run a print shop, it's very important to have a clear view when I send my clients designs that they need to approve. Close makes it easy to track which version they approved, especially with the files tab functionality. The initial setup was very easy, and I figured everything out instantly. **What do you dislike about Close?** I would love to use Close for cold calls as well, but it doesn't support Serbian (+381) number, so I can't. I can but people will think I'm a scammer if I don't have a Serbian number. I would love if they added support for Serbian (+381) number. **What problems is Close solving and how is that benefiting you?** I use Close to organize conversations with leads and clients, solving problems like forgetting follow-ups and losing important emails. It keeps all interactions and files in one place, making it easier to track client design approvals. ### 4. User-Friendly CRM with Affordable Pricing **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel H. | Finance Manager **Reviewed Date:** January 28, 2026 **What do you like best about Close?** I find Close incredibly useful for tracking everything with easy-to-use smart views and simple filter adjustments. It's great for seeing where my deals are in the sales cycle. I love the call recording feature because it ensures I remember conversations. The phone application is handy, allowing me to work on the go. I appreciate how simple it is to use both the desktop and phone apps. Close is the easiest, most user-friendly, and most affordable CRM I’ve used. I also value the ease of tracking leads and data and the easy user interface. The initial setup was extremely easy. **What do you dislike about Close?** I wish they had a local ID calling ability instead of having to change my number every time I dial a different state. **What problems is Close solving and how is that benefiting you?** Close helps me track everything, create smart views with simple filters, see where deals are in the sales cycle, and manage multiple phone numbers for different states. It records calls to remember discussions and has a phone app for working on the go. ### 5. One-Stop Platform for Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Mariana D. | District Manager / Insurance Underwriter **Reviewed Date:** December 27, 2025 **What do you like best about Close?** I find Close very easy to navigate and use. The platform's user-friendly nature makes it simple for me to handle tasks efficiently. I love how everything, including email, is well integrated, making it easy to manage communications. The text campaigns, incoming calls, and app perform really well, especially when I'm away from my computer. It's incredibly helpful to access the entire lead sheet with full information on the go. Everything being accessible on one platform is just great for my workflow, allowing me to manage my clients, outbound dialing, and communications all in one place. **What do you dislike about Close?** Sometimes when I'm on the iPhone version, the app doesn't let me see what phone number I'm texting from. Since I have multiple numbers and clients in different states, that'd be nice to be able to see, just the way I see it on my computer. **What problems is Close solving and how is that benefiting you?** I use Close to centralize calls, texts, and emails, allowing me to manage everything from one platform instead of juggling multiple ones. ### 6. One-Stop Solution with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Heena M. | subject matter expert, Enterprise (> 1000 emp.) **Reviewed Date:** January 29, 2026 **What do you like best about Close?** I find integrating Close with tools like Calendly and Slack super easy and helpful. It's amazing how I can just put an icon on a Slack thread and it generates leads in Close. I love that I can do everything in one place without needing any other software to call or email, and I can make changes to lead information anytime. The integration with other apps to auto-add leads to Close also saves me a lot of time. The initial setup was easy because I watched various videos. **What do you dislike about Close?** I wish it gives option to text as well as I can only call or email. **What problems is Close solving and how is that benefiting you?** Close centralizes communication tools, allowing emailing and calling all in one place. It simplifies lead management by integrating with other apps, auto-adding leads, and minimizing manual details entry. ### 7. Versatile CRM with Exceptional Support **Rating:** 4.5/5.0 stars **Reviewed by:** Marisa O. **Reviewed Date:** February 10, 2026 **What do you like best about Close?** I find Close very easy to use and flexible. I appreciate that the support team takes notes on feedback or features that are not currently available and keeps me informed if there are any changes. The initial setup was easy. **What do you dislike about Close?** I wish I could look at the lead info first before it jumps into the next call with power dialing. I can do it manually but it is not as easy. We would like for it to integrate fully with Shopify so data doesn't have to be manually entered. **What problems is Close solving and how is that benefiting you?** I use Close to keep all communication in one place, manage reporting, and streamline pipeline management. ### 8. Streamlined CRM with Impressive Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Mack M. **Reviewed Date:** November 08, 2025 **What do you like best about Close?** I like that Close allows me to automate my business operations efficiently and effectively. The capability to automate tasks significantly enhances my productivity, enabling me to assist my clients more proficiently. I find Close invaluable as it centralizes various aspects of my work, such as handling leads, managing calls, taking notes, and maintaining client information. This integration ensures all essential functions are streamlined, thereby simplifying my workload and enhancing the overall efficiency of my business. Additionally, the automation feature of Close allows me to create workflows that perform tasks in the background while I continue running my business, which not only speeds up processes but also enhances my producibility. The initial setup of Close was straightforward and hassle-free, which is another aspect I appreciate. **What do you dislike about Close?** I feel like the connection on Close could be improved just a little bit. Sometimes it takes a while for me to establish a connection. **What problems is Close solving and how is that benefiting you?** I use Close to centralize my CRM, manage leads, calls, notes, and client information, streamlining my business operations. Its automation feature enhances efficiency, supporting background workflows and facilitating better client service. ### 9. User-Friendly CRM with Room for Phone Dialer Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Ethan S. **Reviewed Date:** February 03, 2026 **What do you like best about Close?** I find Close easy to use, which is great for my work as a CRM tool. I use the phone dialer a lot since my job requires heavy phone usage, and it fits my needs well. The initial setup of Close was pretty easy, which I really appreciate. **What do you dislike about Close?** I don't like that the phone dialer sometimes doesn't load the correct caller data when I'm using it. It could be better if there was more time between each call to prevent this. **What problems is Close solving and how is that benefiting you?** I use Close for tracking customer data. It's easy to use and has a phone dialer for my job, which involves heavy phone usage. ### 10. Responsive UI and Useful Features, but Filtering and Power Dialler Need Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Stefan V. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Close?** Close is responsive with easy UI. Smart views are easy to use. Reports give accurate and easy to view data. **What do you dislike about Close?** It can be hard to set the right filters and that in itself requires training. Businesses add lots of fields etc which make it more complex. It would be good if we could use AI to establish filters. I don't like that the power dialer can't double dial, and then any time I want to do so I disconnect. Lately I think, but I can't confirm for sure, it seems like Close CRM has been using lots of CPU on my Macbook Pro M2 **What problems is Close solving and how is that benefiting you?** Easy to stay on top of follow up with prospects. ### 11. Smart Views I Love **Rating:** 5.0/5.0 stars **Reviewed by:** Alex R. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about Close?** I really like the smart views and the power dialer, and I also appreciate how clean and streamlined everything feels overall. **What do you dislike about Close?** I dislike that I can’t turn off the feature that makes my phone ring every time someone calls my close number. **What problems is Close solving and how is that benefiting you?** Lead contact, follow up and nurturing. Along with organization. ### 12. Simplicity and Connectivity Shine, Needs Better Samsung Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Matthew R. **Reviewed Date:** December 31, 2025 **What do you like best about Close?** I like the simplicity of Close, which makes it easy to use. I also appreciate the connectivity it provides within my company, allowing us to save messages and see who sent each one. Plus, I can listen to my call center's calls, which is really helpful. **What do you dislike about Close?** I can't link a separate number on my Samsung, and it doesn't let me call through a number outside of my connected cell. Also, with Samsung, I'm not able to record my calls. **What problems is Close solving and how is that benefiting you?** I like Close's simplicity and the connectivity within my company. It lets us save and review messages, and monitor call center calls effectively. ### 13. Fast, Easy, and Efficient Client Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle B. **Reviewed Date:** February 03, 2026 **What do you like best about Close?** I like that Close is fast and easy to use. I enjoy the fact that it is linked to re, allowing me to send out quotes fast and directly to clients. **What do you dislike about Close?** Sometimes there can be some issues with Close not working for a number of colleagues. But that's not all the time. **What problems is Close solving and how is that benefiting you?** Close allows me to see which cases are open, what needs closing, and communicate with clients. It's fast, easy, and helps send quotes directly to clients. ### 14. Simple CRM with Potential for Improved Call Features **Rating:** 3.5/5.0 stars **Reviewed by:** Loui X. **Reviewed Date:** September 12, 2025 **What do you like best about Close?** I love how easy it was to set up Close; it’s pretty self-explanatory and everything is right in front of me, making it quick to handle. The software’s ability to merge duplicative files and keep me updated with notifications is very useful for my job. I appreciate the functionality of contacting clients through SMS, call, or email while having access to past client history, which enhances our engagement. The simplicity of Close and its efficiency in maintaining client communications from past to present is remarkable. **What do you dislike about Close?** I would like to see improved accessibility for calling and texting. Having more control over calls, such as the ability to mute myself or put a call on hold, would enhance the user experience. **What problems is Close solving and how is that benefiting you?** Close merges duplicative files and updates me with notifications, simplifying my tasks. It enables seamless client communication, organizing past interactions for informed engagement. ### 15. Easy Call Handling, Needs Bug Fixes **Rating:** 5.0/5.0 stars **Reviewed by:** Joel A. **Reviewed Date:** December 29, 2025 **What do you like best about Close?** I like how Close helps me dial calls very easily and starts dialing without a dial tone. This feature is better than GHL. I appreciate the better ease of use it offers. Overall, the setup took a while to understand, but it's good. **What do you dislike about Close?** Sometimes it's a bit buggy. Like it'll not ring sometimes or I can't go to the previous screen if I'm already making a call. **What problems is Close solving and how is that benefiting you?** I use Close for setting calls easily at work. It dials calls without a dial tone, which is more efficient than GHL. ### 16. Efficient Client Management, Needs Improved Call Alerts **Rating:** 5.0/5.0 stars **Reviewed by:** Ismail N. **Reviewed Date:** January 07, 2026 **What do you like best about Close?** I really like seeing if emails have been read. It's great being able to send emails and have templates readily available. I also find the initial setup to be easy. **What do you dislike about Close?** I don't like not receiving calls on the PC. It would be better if I got a notification regarding who called. **What problems is Close solving and how is that benefiting you?** I use Close for potential customer interaction and keeping an overview of different clients. I like seeing if emails have been read, and I appreciate being able to send emails and have templates. ### 17. Excellent Support, But Pricey and Limited Call/Text Options **Rating:** 3.5/5.0 stars **Reviewed by:** Liam S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Close?** Close's customer support is very good and responds quickly. There were very helpful when I was first setting up my account. **What do you dislike about Close?** Close is quite expensive for its functionality and I don't like that you can't pay for unlimited call/text usage. **What problems is Close solving and how is that benefiting you?** Close is helping my company to make outbound calls from anywhere in the world and store recordings of every call so that we can go back and learn from them. ### 18. Using Close.com saves you a bunch of time! **Rating:** 4.5/5.0 stars **Reviewed by:** Javier G. | Business Development Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Close?** That you can upload your information, make calls, and send emails all on the same site without the hassle of going back and forth on windows and integrate everything you need. Also, it has a customer support button if you have trouble, you can look for the issue. Overall, a very good tool for using every day and implementing it to your workflow. **What do you dislike about Close?** Sometimes it freezes up and takes a while to go to the companies' profiles when makes calls. **What problems is Close solving and how is that benefiting you?** I have not had many problems with Close now. ### 19. Close is best CRM tool **Rating:** 4.5/5.0 stars **Reviewed by:** beena n. | Project manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 27, 2025 **What do you like best about Close?** Close is one of the best CRM tools that helps to manage the tasks with its awesome features like the built-in communication and reporting tools. It is very easy to use and helps to close the deals sooner. The interface is very simple we can have all at one place, all emails, conversations with customer are well organised and easy to set up **What do you dislike about Close?** Quite happy with the features provided by close but the call feature needs to be improved. **What problems is Close solving and how is that benefiting you?** Before using close I had issues with managing and organising the customer communications and conversations, email tracking was quite difficult and un-organised and hence took up a lot of time and effort to close a deal. With Close one of the best CRM tools email tracking has been very simplified and hence I can save a lot of time and efforts. Also close provides reporting features, customer conversations, emails completed or done, calls, tasks and more under one interface. ### 20. Great software. Awful support. Billing is misleading and extremely confusing. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2025 **What do you like best about Close?** I think it is feature rich but confusing. **What do you dislike about Close?** Support is awful. No phone number to call. You email and at the companies convenience, not the clients they email you back. I try to set up a scheduled call a day after I needed to speak to somebody and I was on another call so i missed the meeting, further proving my point that customer service is not good and not at my the client's convenience. Tech companies don't believe in phone support and its insanely frustrating. Not good. The advertised plans make it seem like all these features are included. They are not. It is misleading. I have no idea how billing works with text and phone features. My invoices and receipts are not itemized and Im given articles to do my own research and try to figure out. Not happy at all. I am committed to the software at this point. So I use Grok AI to give me instructions on how to do things in Close. I have to go to a third party solution for help. AI is not always helpful either. It would be nice to connect with a human via phone and have a 2 minute conversation instead of stretch it out for days. **What problems is Close solving and how is that benefiting you?** Offer premier phone support. Be like Nordstrom or Charles Schwab, or Tmobile when John Leger was running it. Be more honest and clear about billing. Itemize Invoices and Receipts. ### 21. nice sales crm **Rating:** 5.0/5.0 stars **Reviewed by:** Tim P. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Close?** Staying on top of my sales metrics can be bothersome sometimes and Close helps me put that data into one place. I've been testing the platform for awhile now and I can safely say my team will be getting an intro to this platform for future operations. I've managed to close 4 deals this week solely because I can see who needs reminders, nurturing, calling, etc. This will be a nice CRM for my agency and personal business. **What do you dislike about Close?** One thing that stands out to me is when you top up your account for calling and email usage / services your balance doesn't carry over to the next month. If you pay for $20 and you don't use it, it won't go into the next month. You either buy 20 again or you do your best to use all of it. This isn't bad for teams with a large volume of sales calls and email marketing each day. Just thought I should mention this. **What problems is Close solving and how is that benefiting you?** Close easily solves my need for real data. I am all about knowing where business comes from and what happens when they enter into my pipeline. I've used so many CRMs and diallers in the past and nothing has really worked for me in a simple fashion. Extremely easy to use as well. I am someone who doesn't like long learning periods so I can basically plug and play the Close CRM. ### 22. AI-Driven CRM with Seamless Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Toby S. **Reviewed Date:** January 13, 2026 **What do you like best about Close?** I really like the AI features in Close because they generate great replies. Also, the initial setup was super easy. **What do you dislike about Close?** I don't like that the power dialer moves a little too fast to write notes before the next call. **What problems is Close solving and how is that benefiting you?** Close solves everything for my CRM needs, and I like the AI features for generating great replies. ### 23. Amazing software **Rating:** 5.0/5.0 stars **Reviewed by:** Rickson B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Close?** The calling system, the way you can get phone numbers, how you can filter and call people pretty easily. **What do you dislike about Close?** That you pay per use, instead of unlimited calls for a fixed price per month, and the predictive dialer is for a high plan **What problems is Close solving and how is that benefiting you?** Manual dialing and getting phone numbers outside of your own country and with the ease of use with that. ### 24. close for construction **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron H. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Close?** I'm a construction business owner, I need tools that are simple, efficient, and don’t require a bunch of training just to get started. Close has been exactly that. The layout is simple and easy to go through, even for someone who isn’t super techie. The support team was good too because they moved at my pace and helped with setups. What stands out is how well it connects with our email and keeps all customer conversations in one clean, organized place. **What do you dislike about Close?** The calling was hard to set up at first because there were a lot of verification steps for my country. But I got there eventually. If this could be made to be easier that would be good. **What problems is Close solving and how is that benefiting you?** Helps me and my crew stay in touch with our leads and clients. Email is especially helpful because we have multiple lead forms for ads. Close is solving the problem of company organization. ### 25. An easy and useful tool **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle O. | Business Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Close?** I think is really useful and quick to learn, it does have many features but as soon as you get a hold of it, it's easy to use **What do you dislike about Close?** Sometimes the dialer doesn't work when you are in a call, and it would be more useful if you can see the number dialed when you are in the call **What problems is Close solving and how is that benefiting you?** It has all the companies information in one page, you dont have to look somewhere else. Is user friendly ### 26. Extraordinary software – time-saving and efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Jürg at A. | Lead Engagement Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Close?** In Close, it's very easy to create and manage a sales funnel. The system is highly sophisticated and supports cold outreach, follow-ups, and not only records calls but also transcribes them and generates a summary. Everything is in one place—no more Excel sheets, Outlook calendar entries, and so on. The tool helps me work much more efficiently and save time, significantly boosting my productivity. **What do you dislike about Close?** At the moment, nothing comes to mind. Everything is working perfectly. The only thing that bothers me a bit is that I don't hear a ringtone when I make calls. **What problems is Close solving and how is that benefiting you?** It saves me time and allows me to be more efficient throughout the day. ### 27. Real Deal Sales CRM!! **Rating:** 5.0/5.0 stars **Reviewed by:** E D. | Sales Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2025 **What do you like best about Close?** From first glance I was sceptical about using Close CRM but now that I've had time to get familiar this is amazing!! Close feels like a sales CRM made by an actual sales team who knows what we want and how to do it. Opportunities, pipelines, email marketing, tracking, SMS and the A2P verification is insanely easy. Our sales team is integrating nicely and our leads are reengaging by the day. The AI call summarizer is just what we needed as well as the live call monitoring. We record all our calls with third party software but having the notes summary is a massive weight off our shoulders. It notes things that some of our reps tend to miss. Dates, names, locations, etc. **What do you dislike about Close?** There's some lag between operator and lead on calls when the AI summarizer / note taker is on with call recording but with a decent internet connection it's not too bad. **What problems is Close solving and how is that benefiting you?** Helping tremendously with sales analytics and call tracking. It's helping us stay on top of our KPIs and see where we need to make adjustments. We can either go by day, week, or month and right now we're split testing how often we measure our metrics. ### 28. Very Efficient and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel M. | Membership Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Close?** The most helpful thing about close is the fact that it links your work email to the CRM which makes it easier to use. The calling is super smooth as well as the email and SMS templates. overall, Close is one of the best CRM's that I've used and I look forward to keep using it in the future. **What do you dislike about Close?** If there was one thing i wish I could add to close would just be to let your inbox be called one after another like a list, that way I don't have to go out of it then click on a new lead. **What problems is Close solving and how is that benefiting you?** All of them ### 29. I'm a huge fan! **Rating:** 5.0/5.0 stars **Reviewed by:** Rachelle B. | Closer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about Close?** I have been utilizing Close for over 4 years now. I utilize this software daily. It was an easy platform to adapt to and is very user friendly. Anytime I have an issue (which is rare) I receive prompt and professional service from the support team. It has numerous features to help manage my leads. I highly recommend this CRM. **What do you dislike about Close?** The only issue I've had in the past was not being able to hear the phone ring when dialing out and voicemail greeting to leave a message. **What problems is Close solving and how is that benefiting you?** Not hearing the phone ring and voicemail greeting when dialing out ### 30. The best CRM I've use so far **Rating:** 5.0/5.0 stars **Reviewed by:** Marco D. | Financial security advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Close?** It is super user friendly. Workflows are a great way to simplify the calls I need to do. You can see and use Templates and snippets from other people in your organization. **What do you dislike about Close?** The ringtone when I'm receiving a call. I wish we could personnalize it. **What problems is Close solving and how is that benefiting you?** Simplifying the follow ups with my clients and what deals I closed. Everything is in one place. ### 31. inovation **Rating:** 5.0/5.0 stars **Reviewed by:** Ulises E. | Bussines Development Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Close?** Is a new CRM platform that contains useful resources to close deal in a easy way **What do you dislike about Close?** sometimes when you are doing calls it freezes, and the filters are not that accurate **What problems is Close solving and how is that benefiting you?** close is solving the tracking of clients and prospect also is solving the fact of being a multitasker ### 32. Closing Deals with Close **Rating:** 5.0/5.0 stars **Reviewed by:** Phil B. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2025 **What do you like best about Close?** Speechless. Close has made communication with overseas accounts easier than most platforms I use. Our Facebook Ads specifically target United States locations and for the longest time our time to reach each lead has been held back because of organizational issues and time constraints. Close gives me the opportunity to fix these problems and better tend to our incoming leads. I travel often for large contracts and seminars. **What do you dislike about Close?** Pipeline creation did take me a while to figure out and the AI notetaker added a considerable amount of latency to my calls. I had to turn this feature off. **What problems is Close solving and how is that benefiting you?** Organizational and outbound communication issues with Facebook leads. ### 33. Very Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Dakodah M. | insurance agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2025 **What do you like best about Close?** Using close has been very helpful for me to keep track of clients and make phone calls easier. I highly recommend the CRM. **What do you dislike about Close?** The only thing that’s a little frustrating is when calling clients it’s sometimes very spotty and you can really hear the person on the other end. **What problems is Close solving and how is that benefiting you?** It’s solving my problem of keeping everything in order and organized ### 34. Very easy to use CRM with lots of way to tailor it for your liking, thus making your life easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Mid-Market (51-1000 emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Close?** I really like the smart Views, you can set up tabs which let you break up your work and it helps you order the correct tasks. The customer support is very helpful, even though in my y6 months of using close i only needed it once (In regards to an update) **What do you dislike about Close?** I think sometimes there are times where emails may not get pulled through properly or there may be a long delay, i would also say that while the calling system is great, it can be a bit temperamental if used in the browser version **What problems is Close solving and how is that benefiting you?** it allows me to track my Clients and meetings and send out all of my quotes and attachments ### 35. Easy to Navigate and Understand **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Close?** I really like the "to do" feature and the inbox where you can quickly see what needs to be tended to. In addition, I really appreciate how it connects to Google Meet and transcribes conversations. **What do you dislike about Close?** The downsides of using Close include frequent bugging and some difficulty with calls. **What problems is Close solving and how is that benefiting you?** Close helps ensure that I am consistently reaching out with customers and removes the task of manually going in and sending daily emails. The workflow/automation feature allows me to focus on other parts of my work. ### 36. Great Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Dorsey H. | High Ticket Appointment Setter, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Close?** Smart views help so much as an appointment setter so leads don’t fall in the cracks **What do you dislike about Close?** Sometimes the dialer crashes or doesn’t load fast enough **What problems is Close solving and how is that benefiting you?** It solves relationship management and it makes the leads easy to track all in one place ### 37. Time savings of the Close CRM package **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Farming | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Close?** The ability for the whole team to see what is happening with a customer up to the minute and also be able to see and hear the communications first hand. Also the AI feature is great to record notes. I use this system for making calls and sometimes have trouble making out exactly what was said. The AI notes sometimes pick up something that I heard entirely different. Great for accuracy. **What do you dislike about Close?** Sometimes it is painful to hear my calls as I sound unprepared and stumble over my words. I guess this is really a benefit since it makes me try to be better on the next call. **What problems is Close solving and how is that benefiting you?** Ease of reporting and tracking of sales contacts. Compared with other sales jobs this has eliminated excess reporting and provides better use of time. Also ability to see others work and have up to date coverage of other accounts and tie ins is helpful. ### 38. The automation makes life a lot easier. I cannot really put into words, how great it is!! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa B. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2025 **What do you like best about Close?** I love the different features that are offered **What do you dislike about Close?** Sometimes the connection goes down, without warning. **What problems is Close solving and how is that benefiting you?** Just keeps me on track! ### 39. The best sales CRM we've ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Travis R. | CEO | Sales Trainer | Leadership Trainer | Sales Coach | Leadership Coach | Keynote Speaker, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2025 **What do you like best about Close?** When it comes to a CRM that helps you manage the sales cycle as a small or medium-sized business, I've not encountered a better system out there. We've tried scores of them over the years including Salesforce (which was massive overkill for what we needed). What we've liked best about Close is that it knows what it is and what it is not. We've been on the platform for over 7 years and have worked with them through many iterations of the software and every feature release has been intentional and valuable for our team. It integrates seemlessly with our email (Google Enterprise) and we've been able to use their API to integrate with all other platforms necessary along the way. It has extremely powerful reporting, workflows, smart views, task management, pipeline management and more. It's very easy to train new team members how to use it and it gives a magnificent timeline of clients and their interactions with our team. The Smart Views are probably one of the most valuable features we use with the system as they allow us to ensure that no lead or opportunities get left behind and it makes it easy for sales managers to quickly identify who on the team is behind on their client or prospect communications or follow ups. The integrated dialer and phone system along with call recording and AI summaries cuts down on the need for the reps to take detailed notes and allows them to more quickly move on to more dollar productive activities. Their recent mobile app release was something we had been asking for for years and it was a very welcomed addition to the tool as we have a remote sales force. Lastly, it's very fast to use. Salesforce (and many others) require too many steps to perform basic activities and the platforms can be slow to load and work in. Close is FAST. Everything is easy to get to and things just load quickly. Our team loves that aspect of it. **What do you dislike about Close?** Because Close is a sales CRM, you will need separate systems for marketing and fulfillment which means that you will need to have someone on the team versed in systems integrations and who can help maintain clean data between all of your systems. This has gotten so much easier with Close than when we first started with the platform. We had to do a lot of data clean up at times while we figured out how to best manage the synchronization between the different systems. If you know this going into it, you can prepare in advance to make sure that you've thought through the different triggers in each system that need to fire off updates into Close and from Close into those systems. A great example is when a client's information is updated in a fulfillment system or a marketing system, you need to ensure that Close gets the update rather than a duplicate record getting created or it not getting updated at all. This also means you need to figure out what information your sales team needs to know about your product or service delivery and make sure that information is fed back into Close so that you don't have information silos that keep sales people in the dark. Again, this can all be managed with proper planning but you need to be aware of it. The one other thing that took us some time to figure out initially is the way the structure the system around Leads and Contacts. We are more of a B2C operation so the Lead is typically the Contact (but not always). So this created some issues at first because Leads have a one-to-many relationship with Contacts. Meaning, they assumption is that the Lead is a company and the Contacts are those contacts at the Company (Lead) that you interface with. Not the end of the world but certainly something you need to account for if you're working with B2C and B2B like we sometimes do. **What problems is Close solving and how is that benefiting you?** It's our Sales CRM and it's been the backbone of our sales operation for years. It's made it so much easier to train and onboard sales people, keep everyone updated on the status of deals, manage our sales teams activity, and ensure that our pipeline is clean and well managed. ### 40. team communication **Rating:** 4.5/5.0 stars **Reviewed by:** Chris K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2025 **What do you like best about Close?** Close is making life much easier. Fairly sure it's supposed to be for prospecting but using it internally for team communication is working good for me. We work from home mostly and team meetings, scheduling, and follow-ups are a breeze. I've used Close to replace my work phone. Close is a great platform for small to medium businesses. **What do you dislike about Close?** Bit of lag on calls. When I turn off call recording I seem to be ok though. **What problems is Close solving and how is that benefiting you?** It's helping with team organization extremely well. We've always been on point but Close gives us that extra boost when it comes to booking meetings and sending reminders. ### 41. All-in-One Convenience with Great Email Integration, But Occasional Service Outages **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about Close?** Ease of use! All of my needs are in one place! Also love the email integration feature! **What do you dislike about Close?** Sometimes I have had service outages, and also, tech issues on android devices **What problems is Close solving and how is that benefiting you?** Integrating multiple communication systems into one organized space. ### 42. A Powerful and Efficient CRM That Keeps Communication Seamless and Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2025 **What do you like best about Close?** I’m incredibly grateful for the Close CRM platform and the way it streamlines my daily workflow. It allows me to communicate seamlessly with both our partners and customers, keeping all conversations organized and easily accessible. The intuitive layout makes managing multiple accounts effortless, and the built-in task management features help me stay on top of priorities without missing a beat. Close has truly enhanced my productivity and efficiency, and I appreciate how much easier it makes collaborating across teams while maintaining strong relationships with our partners and clients. **What do you dislike about Close?** While I really appreciate all the benefits of using Close, there are a couple of areas that could be improved. Sometimes the platform takes a minute to load when switching between accounts or tasks, which can slow down the workflow a bit. Additionally, I’ve experienced occasional issues with call connectivity, where calls may drop or have a slight delay, which can impact real-time communication with partners and customers. **What problems is Close solving and how is that benefiting you?** Close helps organize all customer and partner communications in one place, making it easier to manage multiple accounts and stay on top of tasks. It keeps me efficient and ensures I never miss a follow-up. ### 43. Super Simple and Easy, But Some Features Hard to Find **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Close?** Super simple interface. Really easy to use. **What do you dislike about Close?** There are a few things that are hard to find. Like wish I could click on a step of a flow and call people in that step. **What problems is Close solving and how is that benefiting you?** Unifying outreach. ### 44. Close review **Rating:** 4.0/5.0 stars **Reviewed by:** Elena F. | File Resolution Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2025 **What do you like best about Close?** I like that is easy to understand. I can make tasks and keep track of what I do. I also like that I can make notes on the calls I have with clients. Close has different functionalities that allow me and my team to work in an efficient and organized manner. **What do you dislike about Close?** Sometimes it glitches and I don't get the calls that I am supposed to get or I am not able to attach documents to emails. **What problems is Close solving and how is that benefiting you?** It allows me to send emails as different users. I like that I can make notes on the calls so that I can keep track of everything that has been done. Also, I keep track on what I do using task and I can see if I am behind on my work. ### 45. Worst Customer Service, EVER! **Rating:** 0.0/5.0 stars **Reviewed by:** Isaiah F. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Close?** Nothing. I find it strange that they wont call or email me back after more than a week. It's like they want me to beg to give them my money! Don't waste your time or money! **What do you dislike about Close?** They don't answer the phones or reply to emails. How does a company that's providing a CRM for small business not handle the leads they have? Can't trust a company with poor follow up and terrible customer service with my customer automations that I'm trying to nurture. **What problems is Close solving and how is that benefiting you?** None, they won't return my calls or emails. ### 46. Simple and Well-Designed, But Occasional Messaging Issues **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria T. | Strategy Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Close?** It's simplicity and layout and ability to set reminders and alerts **What do you dislike about Close?** Sometimes have trouble with text messages sending **What problems is Close solving and how is that benefiting you?** Being able to speak with leads when they book in and i am on the go ### 47. Great Experience Overall **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon C. | Senior Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2025 **What do you like best about Close?** What I like about close is it's not clunky. Very user friendly but the biggest perk for me is the call recording and call summary. If I want to go look back at a prospects file. Super quick and easy and I'm ready to hop on a call like I have a super sharp memory. **What do you dislike about Close?** I guess that the app times out every once in a while I will have to refresh the app but honestly it's not a big deal. So adding one more thing because first really isn't a thing. Sometimes when I talk calls on my phone the call isn't recorded. Not sure about that only happened twice. **What problems is Close solving and how is that benefiting you?** All customer data in one place easy to use and simplified extraction of info. ### 48. Easy to use but super capable sales-tool **Rating:** 5.0/5.0 stars **Reviewed by:** Martin P. | Growth Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2024 **What do you like best about Close?** Compared to (in my oppinion) cluttered CRMs like Pipedrive, Close is super user friendly. What i like the most is the beautiful ui, which is much more streamlined than most of the competition. Using close therefore is fun. When i ecountered problems, the mail-support was quick in helping me. Another great advantage: the api is really good, via zapier we can connect and automate other software like Clickup, Perspective Funnels etc. best thing about it: the integrated mails. In close i got more overview regarding mails than in my mail app. Lastly, integrated calling is nice to have. For me its not the biggest part of my job but beeing able to call from within close from time to time without the need to take out my phone and dial numbers is great! Setting up close was pretty easy, the guide helped a lot. All in all is clsoe my buddy throughout the day, love to use it. **What do you dislike about Close?** At first, the price tag seemed pretty high. But considering the calue, close delivers, im ok with that after all. I Would have wished for maybe a call to set up everything, getting some tips and best pracises. Maybe an integrated AI, trained specially for cold mails would be great, i am using Chat GPT for that part. The integrated AI is okay, but not as capable as for example Chat GPT. **What problems is Close solving and how is that benefiting you?** Keeping track of our current opportunities; automating our mail marketing; being able to work together on leads ### 49. Using it as a crm to cold call **Rating:** 5.0/5.0 stars **Reviewed by:** Esmeralda Q. | Financial Outreach, Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2025 **What do you like best about Close?** I love that the interface is so simple as well as all the possible filters you can add to your crm look. I am still navigating workflows to have it create automatic tasks for me. But, I am loving it so far! I also use the Power Dialer a lot! and I am loving it as well! **What do you dislike about Close?** For the power dialer option if i am on a call or waiting on the line to leave a voicemail i get charged a few cents per minute. **What problems is Close solving and how is that benefiting you?** cold calling crm, organization, and auto dialer ### 50. Best for Recorded Calls **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2025 **What do you like best about Close?** Being in sales, it’s very helpful to have every call recorded to review and give proper feedback. **What do you dislike about Close?** Sometimes there are glitches where calls don’t go through **What problems is Close solving and how is that benefiting you?** Caller ID coming up as scam likely ## 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%5Bsentiment_snippet%5D=1230867&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+18%3A52%3A28+-0500&secure%5Bsession_id%5D=389b5cca-e529-4ec4-bbee-8ddd712ddd9d&secure%5Btoken%5D=a076fb2eca7be5445188c6dfd63f6c57f2ac0682afc2cdc8d8499d476e24d7ac&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) - 4.5/5.0 (1,199 reviews)