--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2067 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: 2067 scale: '5' date_modified: '2026-08-10' 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:** 2,067 ## 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. Close is Great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2025 **What do you like best about Close?** It's pretty easy to understand and learn how to navigate it. **What do you dislike about Close?** Maybe the only downside about Close is that it can lag at times, but that's nothing a little close and reopen or refresh can't fix **What problems is Close solving and how is that benefiting you?** It is helping me keep better track of everything and benefiting me submitting accurate info on my EOD reports ### 2. One of the best CRM I've used **Rating:** 5.0/5.0 stars **Reviewed by:** Chris O. | Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2025 **What do you like best about Close?** Navigation, accesibility and customization is Amazing. There are so many implementation you can make and apply. And the support is very responsive. **What do you dislike about Close?** No complaints so far. Close IO was able to provide my needed features. **What problems is Close solving and how is that benefiting you?** Ease of access, Easy contact. Tasks, and Data entry. ### 3. Smooth, clean to use, easy and nice to work with. **Rating:** 4.5/5.0 stars **Reviewed by:** Janne S. | Sales Manager, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2024 **What do you like best about Close?** Close is a very good CRM it has great features and it is very simple to work with the automations and email systems are just perfect. I really like the power dialer it makes work smooth and easy. **What do you dislike about Close?** I experienced some technical issues with close here and there and it needs to be a little bit more reliable sometimes. Other than that I am happy with close and I would recommend it to every sales team out there **What problems is Close solving and how is that benefiting you?** Close is Solving our problem with being a CRM that has great features, is reliable, and great to use when having a Sales Team with tracking stats having a great overview over leads sales pipeline etc. ### 4. BEST CRM in the market! **Rating:** 5.0/5.0 stars **Reviewed by:** Raymond S. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Close?** My team has used many CRM's and 100% CLOSE is by far our favorite. It's user interface is AWESOME. Very simple to setup, great support, simple to integrate with other tech, LOVE the dashboards and contact profiles. They made it SO simple to connect email and get a number to text from. Also, its awesome you can use one number and your group can all use it! All the menu's are well designed and easy to navigate. Well done guys! **What do you dislike about Close?** Honestly havent found a downside. Absolutly love it. **What problems is Close solving and how is that benefiting you?** Problems solved: Ease of use, simple, fast to setup, love the email integration, great resources, great support. Organized and simple to build workflow. My team loves it. **Official Response from Sam Wild:** > Hi Raymond, we appreciate your review of Close! We're grateful to have you as a customer. ### 5. Close app review - 5 stars **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about Close?** Close is a great sales tool - I love that I can send email campaigns, include workflows across email and text, and have a dialer and a CRM with an opportunity pipeline all in one place for my team. Close has great customer support too - very responsive. **What do you dislike about Close?** I wish it did have a territory map function but I hear its in the pipeline. **What problems is Close solving and how is that benefiting you?** Keeping my sales organization organised and pushing deals through the pipeline. ### 6. Close CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2025 **What do you like best about Close?** I really like that Close lets you call, email, and text directly from the CRM, and everything is automatically tracked. It makes daily communication efficient and organized. **What do you dislike about Close?** It can be a bit difficult to navigate at first, the layout takes some getting used to. **What problems is Close solving and how is that benefiting you?** Close helps solve the problem of staying organized and keeping track of customer interactions. It ensures I always know where I left off in a conversation, which makes follow-ups easier and more effective. ### 7. Great CRM for any Sales professional **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Close?** Great CRM, truly an easy-to-use system with none of the unnecessary distractions. Implementation is a breeze and I use it daily. **What do you dislike about Close?** Bulk Templates can't be edited, or leads should be able tobe chosen based on a tick box. This **What problems is Close solving and how is that benefiting you?** As an account manager I know exactly where my accounts stand. I can track my upsells and the tasks functions helps with team alignment and task sending to the correct person. ### 8. Amazing system for client management **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis C. | Customer Success II, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2024 **What do you like best about Close?** As a leader in customer success, I've had the opportunity to work with various CRM platforms, and Close stands out for its efficiency and versatility. The platform excels at bringing together client data, calls, and SMS, making it an all-in-one solution for sales and communication management. The platform is really clean and organized, it ensures that you spend more time engaging with clients rather than learning the system. Tracking client interactions, from emails to calls, is seamless, and the detailed contact history helps ensure no information gets lost. It’s easy to filter leads, add notes, and keep the entire team on the same page. I usually know who to call, when to call and what to say thanks to Close. This app is ideal for teams who want an integrated solution that combines client data, calls, and SMS into one accessible platform. **What do you dislike about Close?** Nothing so far and to be completely honest I'm happy with the software and what it offers **What problems is Close solving and how is that benefiting you?** It is helping me keep track of the clients, the back-and-forth communications and improve our workflows. ### 9. We love Close! **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver G. | Head of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2025 **What do you like best about Close?** It makes tracking everything that is going on with our sales team effortless. I use it every day to track our pipeline, new leads, and review metrics. It integrated perfectly with our sales funnel and Slack too! **What do you dislike about Close?** The default microphone often changes which can be annoying when making calls. **What problems is Close solving and how is that benefiting you?** It makes tracking our sales pipeline and metrics effortless which means less time trying to work things out and more time spent doing the stuff we need to do. ### 10. #1 Sales Pltform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2025 **What do you like best about Close?** Organization, and flow for leads, contact, workflows, integrations, it’s great. For smb’s looking to scale have a tool like close is necessary. **What do you dislike about Close?** Since the tool is very sales focused I feel the customer relations part of it is not quite their yet. **What problems is Close solving and how is that benefiting you?** It is the best sales engagement tool, cold calling, managing follow ups, workflows, tracking, etc ### 11. Off-Shore Management **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay B. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2025 **What do you like best about Close?** We have a lot of international contracts and Close helps use reach our clients. We can even see their time zone in the CRM section. **What do you dislike about Close?** Nothing to comment on at this time. So, I am confident this isn't needed. **What problems is Close solving and how is that benefiting you?** Helps me and my team reach international clients. ### 12. The cleanest and best software I have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Cris M. | Agency Owner/Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2024 **What do you like best about Close?** It is the best software I have ever used. It is clean, fast, effecient, easy to use, and helps you keep track of every single lead you have. There are no more excuses for not following up with leads, because Close makes it impossible to not track your leads. The powerdialer is amazing, and the customer support is insanely quick and super helpful. After this I will never want to switch to another Sales CRM. It is insanely easy to use after watching a few quick tutorials, integrating leads is very quick and seamless, and I use this software literally every day to run my business. **What do you dislike about Close?** The calling costs are a bit high for me, but I also do many calls and I know the costs are similar to other softwares. **What problems is Close solving and how is that benefiting you?** It helps me make a great amount of calls in short periods of time, always keep track of every lead and know what stage they are in to always know what to do when reaching out, and it's just very efficient in general. ### 13. Easy to learn and earn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2025 **What do you like best about Close?** I enjoy the layout of Close. The software is laid out to where you can quickly move from call to call while still feeling like you have ample information about who you are calling. **What do you dislike about Close?** Sometimes Close will glitch out and make phone calls sound a little off, but this is very rare. **What problems is Close solving and how is that benefiting you?** Allowing for all of your leads to be in one place. ### 14. Feedback about Close as a developer **Rating:** 5.0/5.0 stars **Reviewed by:** Ashot V. | Data Analyst & BI, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Close?** I have been using Close for almost 3 years. There are plenty of features that is worth to list but I am amazed how quickly they respond to completely new concepts in the world such as AI, voice transcription etc. They integrate every new technology that are compatable with the crm contexts. And I bet it keeps them in the top of the competition. Their customer support has been great since I started to work wtih them, and they help us to easily implement every new feature we want to. Here is a few of the "bests" I want to list. -Robust -Quick customer service -easy to use -never disconnected in working hours -great API doc -API endpoints work perfectly **What do you dislike about Close?** I could not think about a single thing I dislike in that system. **What problems is Close solving and how is that benefiting you?** It allows us to get contacted with 1000s of customers via email, phone, text. It allows to assign tasks to the users, track how effectively they call and speak with the customers. ### 15. Close is incredibly easy to use. Quick, efficient and organized is how Close works. **Rating:** 5.0/5.0 stars **Reviewed by:** Zach B. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Close?** Detailed categories and easy to navigate. **What do you dislike about Close?** I can literally say that I cannot think of any major dislike at all. **What problems is Close solving and how is that benefiting you?** Close helps me keep organized with an overload of leads. ### 16. perfect **Rating:** 5.0/5.0 stars **Reviewed by:** Marialaura H. | sales, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Close?** ease of operation and automation, and the full information **What do you dislike about Close?** I think it is a very complete system, if I know of an opportunity to improve it, I will let you know. **What problems is Close solving and how is that benefiting you?** the control of the data quantity ### 17. My Experience with Close CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Vedant T. | Sales Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2024 **What do you like best about Close?** I like Close because it helps me manage all our clients very efficiently, allowing us to share the client database among team members and display all operations performed on a particular lead. It is transparent, and all the emails in the inbox are shared with the team, which is essential for maintaining transparency within the team. We can also call clients directly using their stored phone numbers. Close can be integrated with other software according to our needs and demands using its API key. It also offers very handy features such as custom fields, pipelines, and custom activities. **What do you dislike about Close?** I find that the import feature sometimes causes trouble because some fields are not assigned at the time of import. For example, unassigned columns need to be manually assigned. This can be done for CSV files with a small number of columns, but it becomes challenging when dealing with a large number of columns. Another issue is that custom field IDs need to be changed every time you integrate Close with your software. These IDs vary with different Close account owners, which can complicate the integration process. **What problems is Close solving and how is that benefiting you?** Close is solving several problems for us by: Centralizing all lead details and operations in one application. Providing a shared platform for the entire organization. Allowing all team members to review and access information simultaneously. These features benefit us by: Improving organization and efficiency in managing leads. Enhancing collaboration and transparency within the team. Streamlining our workflow by having all necessary information in one place. Reducing miscommunication and ensuring everyone has access to up-to-date information. ### 18. An amazing CRM to enable sales **Rating:** 4.5/5.0 stars **Reviewed by:** Grant W. | VP of Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2024 **What do you like best about Close?** The AI transcription and summary feature is a huge time saver. Not only does in ensure there is a note for every call made but ensures that all details are captured as sales reps often do not go deep enough when it comes to notes. I also love the inbox view. Being able to see tasks, emails, SMS and missed calls all in one spot is great for organizing your day and ensuring speed to lead. **What do you dislike about Close?** That often when purchasing new phone numbers the numbers are already labelled as spam. Also, the phone billing is not by the second and that it rounds up to the narest dollar. **What problems is Close solving and how is that benefiting you?** Removing wasted time from sales reps day. This allows my team to stay focused on what they do best and do less admin work. ### 19. Love using Close.IO **Rating:** 5.0/5.0 stars **Reviewed by:** Sausha D. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2024 **What do you like best about Close?** Close.io is a game-changer for sales teams looking to simplify and supercharge their sales process. With its built-in calling and emailing, you can easily keep all your communication in one place, making it a breeze to track every interaction. The user-friendly interface lets you customize your sales pipeline to fit exactly how you work, so you can move leads through the stages with just a drag and drop. Plus, with insightful reports and easy integrations, Close.io helps you stay on top of your game, closing deals faster and with less hassle. It’s like having an extra teammate that’s always ready to help you succeed! **What do you dislike about Close?** While I really like Close.io, there are a few things that could be better. The customization options for reports and dashboards are a bit limited, which can be a little frustrating if you need something specific. It’s also a bit on the expensive side, so it might not be the best fit for smaller businesses or startups. There’s a bit of a learning curve, especially if you’re new to CRMs or coming from a simpler system. And while it does integrate with many tools, it can be a bit tricky if you rely on specific software that isn’t supported (like Simplero). **What problems is Close solving and how is that benefiting you?** Close.io solves the hassle of juggling multiple tools by combining calling, emailing, and lead tracking all in one place. It keeps everything organized, helps you stay on top of your sales pipeline, and saves you time, making it easier to close deals faster and more efficiently. ### 20. It is so easy to work and use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about Close?** It is just so easy to navigate and use. I used to use other CRM that you need to essentially have a computer science degree. Close is so great. **What do you dislike about Close?** I am not sure if I have the right labels in place for my database that I use. I may have input wrong, where there is sometimes difficulty in finding a certain property by name. **What problems is Close solving and how is that benefiting you?** Organizing Database ### 21. Simple systematization for a startup starting to prospect **Rating:** 4.5/5.0 stars **Reviewed by:** João Victor F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Close?** It is very simple to use. It presents you a clear structure of what is a Lead and a Contact and how to go about adding leads. It is also very helpfull to bulk import leads and contacts. **What do you dislike about Close?** Its not clear how the Close goes about running the leads through the workflow. I imagine there are some delay from setp to step and not all leads that you might bulk enroll in a workflow will move together across the steps. Views filters aren't simple to build and many times requires a lot of work to get it right. Some times it misses or delays on replies recieved that I can only see when I check through my provider platform. **What problems is Close solving and how is that benefiting you?** It helps managing my sales department. Every lead goes in there and most of my communication happens through there. It helps me keep track of deals and interested leads. I'm also able to keep track of goals and targets that I want to achieve. ### 22. Finally a modern CRM that does what CRM are supposed to do! **Rating:** 5.0/5.0 stars **Reviewed by:** Simon C. | Founding Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Close?** It works. I know it sounds basic but there's so many CRM who you end up spending more time maintaining than actually using that it was getting frustrating to not understand why they would not work how they are supposed too. Close just 'gets it' - it works. it's quick, easy, painless, and effective. **What do you dislike about Close?** Nothing yet honestly! after a couple months of using, I haven't found something I don't like yet. **What problems is Close solving and how is that benefiting you?** Maintaining a clear view of my leads, current clients, and all past meetings and email activity ### 23. Really helps work to be an easy thing to do! **Rating:** 5.0/5.0 stars **Reviewed by:** Wes O. | Health Coach, Sales representative, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Close?** It works perfectly fine, without any connectivity issues or software problems. **What do you dislike about Close?** Nothing, everything is working perfectly fine so far. **What problems is Close solving and how is that benefiting you?** To be able to connect with more leads all at once. ### 24. Close Makes Everything Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Paul O. | Product Expert, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Close?** Close has allowed me to seamlessly connect with clients and have everything housed in one place **What do you dislike about Close?** Not much at all. It works exactly how I need it to work **What problems is Close solving and how is that benefiting you?** Being able to easily call, text and email and schedule those in advance as well keeps things very simple ### 25. Very smooth, very good and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Close?** I like the set up, the functions and the easy use **What do you dislike about Close?** So far, I do not have anything to complain about. But one thing that is sometimes annoying is that I could call a number today, saying is prohibited and the next day its no longer the case. **What problems is Close solving and how is that benefiting you?** It solves to track the calls made in a day. ### 26. Close has everything we need in a CRM **Rating:** 5.0/5.0 stars **Reviewed by:** April L. | Director of Creative Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2025 **What do you like best about Close?** Has the features that we need most and is continually working to add more. Very good support, quick to help when issues arise. Easy and quick to use. **What do you dislike about Close?** There isn't a lot because if we suggest an update that would be helpful sometimes it's the next thing that is added. **What problems is Close solving and how is that benefiting you?** Helps us to monitor email opens and analyze work flows that may be working or not working. Allows us to keep track of communications with leads as a company. ### 27. Close has a top support and is a top CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Close?** That I can work smooth and proper and in case of an issue the Support is very fast and friendly. **What do you dislike about Close?** That our normal Phone Numbers are not implemented yet. **What problems is Close solving and how is that benefiting you?** Without Close it would be very time intensive and it could very messy ### 28. Great experience with Close **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Close?** The ease of navigating around the site. Super simple and easy to understand as a once beginner. Customer support is fantastic and quick when you need it. **What do you dislike about Close?** Honestly can't think of any negatives. It's my favourite CRM. **What problems is Close solving and how is that benefiting you?** Being able to easily outreach to leads while keeping each lead in an organised place, and send automated messages/emails. ### 29. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Close?** The web app pretty straight forward, easy to use **What do you dislike about Close?** Sometimes, whenever the call is answered, the app kept on ringing. but a refresh is an easy fix **What problems is Close solving and how is that benefiting you?** Calls ### 30. Streamlined interface and reliability **Rating:** 5.0/5.0 stars **Reviewed by:** Chris M. | Closer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Close?** The most helpful element of Close is the streamline UX/UI. The intuitive construction of the dropdown menus and HUD make ease of use a snap. The simplicity of adding new numbers, integrating different phone, email, and messaging systems makes it a comprehensive tool that does not become cumbersome. Maximizes efficiency. **What do you dislike about Close?** One of the updates made the dropdown menu a little clunky, but that's since been repaired. Zero downsides. **What problems is Close solving and how is that benefiting you?** Full incorporation of all needed features into a single platform for B2C nurture and closing. ### 31. Very Good **Rating:** 5.0/5.0 stars **Reviewed by:** Mihael J. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Close?** Easy to Use, its the best Software at this Markt **What do you dislike about Close?** I think that everything is very good nothing to say **What problems is Close solving and how is that benefiting you?** Cold Calling ### 32. CRM that works your way **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie L. | Senior Community Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2023 **What do you like best about Close?** Our team adopted Close several months ago, and I like it more each day - and I am on it all day long. It is super intuitive, so the learning curve was pretty much a straignt line. I work in a busy environment where every day is different, and I love knowing that Close is babysitting my most important 'Things to Do' list. The ability to receive and follow-up on phone calls as well as email through the system is great. I also love having a full chain of client corresponcence on one side of my screen, and the progress through our system on the other. Reminder messages are super important as well. My FAVORITE thing is that I can monitor email opens, so know when a prospective client is actually interested or just ghosting me, **What do you dislike about Close?** The only thing I don't have (and that is VERY possibly because I haven't done a deep enough dive, or because it is the way that my company has modified the system) is more classification of my customers. **What problems is Close solving and how is that benefiting you?** Keeping track of my clients and all of my interactions with them. I love being able to go back and easily see where I am with information shared or requested. Especially lovely when someone challenges something you said, and you can quickly find the actual exchange. **Official Response from Sam Wild:** > Thank you for your thoughtful review, Laurie! We really appreciate your feedback. We're so glad Close helps you keep track of all your client communication. ### 33. Great CRM for sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2025 **What do you like best about Close?** I love that everything is in one place, emails, phone calls, video calls. It simplifies to understand what is happening with a specific customer related to a sales case, from the initial cold call to the sign to the contract. There are also a lot of integrations and a good AI that is summarizing the whole content **What do you dislike about Close?** Queue management could have more applicable filters **What problems is Close solving and how is that benefiting you?** It's capacity to have everything in one place and also a good reporting system to track when a client is won ### 34. A crm that TRULY can do anything **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2025 **What do you like best about Close?** that it can be integrated and function with almost any app you can think of **What do you dislike about Close?** how it doesn't have a chat or a calendar **What problems is Close solving and how is that benefiting you?** ease of gathering reports - auto dialer gets us through the calls faster ### 35. Great CRM- heard a lot of positive reviews of Close from friends as well **Rating:** 4.0/5.0 stars **Reviewed by:** Ankur I. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about Close?** They are very user-friendly and therefore easy for beginners to get adjusted quickly. **What do you dislike about Close?** Perhaps the pricing structure, however, good things do cost money. However some may find it challenging to afford. **What problems is Close solving and how is that benefiting you?** I am currently using the 2-week trial and can confirm how much Close has benefitted me. Close helped me a lot with my Tasks Automation and at the same time Managing Leads and Opportunities. These two problems that Close has helped me with saved me a lot of time. Time which I can now use to focus on other business aspects. As I spend more time using Close, I am getting more comfortable and finding out how it has made my job and business easier. **Official Response from Sam Wild:** > We appreciate your review of Close, Ankur! ### 36. The application is user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel A. | Contract Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about Close?** I like how simple it is to use, and the fact that it never fails. **What do you dislike about Close?** Sometimes I do not receive all of the phone calls I should be receiving. **What problems is Close solving and how is that benefiting you?** The task function really helps me organize my day. It benfits me because I can give proper follow up to certain activites I tend to forget since it reminds you about the pending and outstanding tasks. ### 37. Glad to be back! **Rating:** 5.0/5.0 stars **Reviewed by:** Trina D. | Business Development Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about Close?** I work for a startup and because money has been tight, we switched CRM's was to many times. I love that we are back to Close now and hopefully will never change. I love the email features, knowing that someone has opened my email. I love the the tasks feature and the fact that I can make my own smart views. It's the best CRM available! **What do you dislike about Close?** I wish that I would get notified when an email was opened versus having to go into my client to see. **What problems is Close solving and how is that benefiting you?** It makes it easier to find my clients. ### 38. Close is a perfect all in 1 **Rating:** 5.0/5.0 stars **Reviewed by:** Dax J. | Acquisitions, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Close?** Close is the best all in 1 software ive used for Real estate marketing. Its great for outreach and combining work flows as well as keeping my self orginized. **What do you dislike about Close?** I have no problems with close. Once you get familiar it is a breeze. **What problems is Close solving and how is that benefiting you?** Close is helping me keep my dialer and crm all in one ### 39. Close me like you mean it **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle S. | Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 01, 2025 **What do you like best about Close?** Not bloated. Gives you company,contact,deal info in one place. No converting leads into opportunites/accounts/contacts simply work companies and get access to contacts or deal info all in one place. The VOIP is the best native calling you could ask for. Call recording, transcription, and KPI tracking without any guess work. **What do you dislike about Close?** The dashboarding. In order to make charts and graphs you must export and create yourself or use something like Plecto (which is very expensive and complicated) **What problems is Close solving and how is that benefiting you?** Getting outbound sales up off the ground and productive. ### 40. Close is one of the best CRM software i have used - someone with 24 years of experience **Rating:** 5.0/5.0 stars **Reviewed by:** Mike W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Close?** Ease of use - very easy to integrate - many features **What do you dislike about Close?** thats its not open source - just kidding **What problems is Close solving and how is that benefiting you?** Its easy to get my deals setup with my clients ### 41. Close is a great tool for our recruiting needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda W. | Talent Acquisition Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Close?** I like the layout for the leads and how you can filter so specifically. It's all so user friendly and easy to figure out. I also liked how easy it was to learn when we first started using Close. I also like how each individual has their own "file" and any and everything that goes on with that person is detailed and logged for others to see. I also really like the Inbox and the reports function. My inbox helps guide most of my day, everyday and the reports are super easy to use. And from what I can surmise, it was easy integrating with our ATS. **What do you dislike about Close?** One thing that, unless I just don't have it set up correctly in my gmail, is that when I send an email to someone who is loaded into Close, but I email them directly from my gmail rather than through Close, there's no way to track that particular sent email unless I make a note in Close saying I emailed. I think that's really it though. **What problems is Close solving and how is that benefiting you?** From what I can tell in my role as a recruiter, it has helped us track our work better and actually see what we're doing and what we're not doing but should be. It helps me keep up with people really well by using the task function, as well. ### 42. Two thumbs Up for Close **Rating:** 5.0/5.0 stars **Reviewed by:** Michael F. | business man, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2024 **What do you like best about Close?** We moved our sales team to Close due to the speed of application, the ease to implement and use the system, and the fully ingetrated dialer, and definately the AI call transcription, an amazing feature. I didn't know this before we started with Close, but I have since learned the tech support has been very responsive and knowleagable. **What do you dislike about Close?** While Close is really fast and easy to use, the workflows in Close are not as robust as in GoHighLevel. **What problems is Close solving and how is that benefiting you?** Making it easy for our sales team to make calls, schedule tasks and stay on top of leads. ### 43. Great experience as of yet **Rating:** 5.0/5.0 stars **Reviewed by:** Asif K. | Sales associate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2025 **What do you like best about Close?** The ai is very helpful. I really find that fact that it summarizes conversations extremely usefull **What do you dislike about Close?** I don't like how on the mobile app there is no auto dialer **What problems is Close solving and how is that benefiting you?** trackind dials daily and organizing leads ### 44. Easy to navigate and makes sense **Rating:** 4.5/5.0 stars **Reviewed by:** Andreas L. | Sales Closer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Close?** Easy navigation Ongoing updates and enhancements Straight forward design **What do you dislike about Close?** Can be buggy and slow sometimes, but they often get fixed fast **What problems is Close solving and how is that benefiting you?** Keeping everything organized in one place ### 45. Trusted and worthy software for your business **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | Sales representative, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2025 **What do you like best about Close?** It's simplicity and effectiveness in multitasking. It makes your work easier and smooth. I'll recommend it to anyone sitting on the fence about trying it. **What do you dislike about Close?** I guess the background colour. It can be improved to have a dark colour. **What problems is Close solving and how is that benefiting you?** Dialing multiple leads and good user experience ### 46. Very helpfull tool - give us an exact overview of Customer Status **Rating:** 5.0/5.0 stars **Reviewed by:** Stephan D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Close?** Due to it´s easy handling it helps fast to have an overview of cutomer Staus and piplines and follow up on them in a proffesional way- due to its phone integration you can see who is calling and you have straight away a super Overview of the Lead - It was easy to implement and the customer support answers quick and is very helpful with every questions you might have - I use it daily **What do you dislike about Close?** As the tool is nearly perfect, out of my view Nothing to discuss, it would be helpfull to have a "German Version " **What problems is Close solving and how is that benefiting you?** Trough close we got a better understandig of our customers need ### 47. Amazing CRM! BUT Even Better Support Team **Rating:** 4.5/5.0 stars **Reviewed by:** Eugene L. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Close?** - User interface is no doubt top of the line. - Very good customer support. Shoutout to Fiona & team. - Very good response rate and support - With the features they roll out they work very well, minimal bugs. - This CRM will be very good for most SMBs and MM Businesses!! **What do you dislike about Close?** - Limited features - Slower development cycle. This is to be expected since they want to make sure feautes work without bugs - Automations have to be done in zapier and not inhouse - NEED MORE ADMIN PRIVILEGES. ADMINS NEED TO CONTROL WHAT IS GOING ON FOR USERS. **What problems is Close solving and how is that benefiting you?** Organizing leads, managing sales reps, everything in one place ### 48. one of the best CRM platform i have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** sid s. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2023 **What do you like best about Close?** As someone who never had an experience in dealing with CRMms, close was by far the simplest learning process Also, the customization aspects of Close are incredible. The features offered are so helpful and unique. **What do you dislike about Close?** Here and there, calls do end up failing. **What problems is Close solving and how is that benefiting you?** Close is solving the major problem of call recording. This is beneficial as it allows for me to reflect and listen to calls with clients whenever need be. **Official Response from Sam Wild:** > Hi Sid, thanks for leaving a review of Close! ### 49. Very organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Close?** I like how easy it is to manage clients and create work tasks **What do you dislike about Close?** I wish that the task notifications went to my device to alert me while signed out of close **What problems is Close solving and how is that benefiting you?** Managing tasks and clients ### 50. An extremely flexible and capable CRM system for businesses of all sizes and shapes **Rating:** 5.0/5.0 stars **Reviewed by:** Julian E. | Founder & Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Close?** Close allows you to dial from the application and record the calls, with the addition of the transcript module you also get full notes on every conversation which is really useful. The application is easy to use and navigate and the customer support has been excellent. It was straightforward to move from another CRM system (I moved from Capsule) and the implementation went very well. I am a high-frequency user so find the Mobile and the Desktop apps very important. **What do you dislike about Close?** I would love it if Close integrated more with Teams and Google Meets. It would be great to have the transcript and recording functions inside Close to be applied to Teams meetings. Also, I find the navigation for sending emails quite tiresome with not having the ability to have more than one signature set up (I work on behalf of different clients). The integrated telephony option is complicated and difficult to understand exactly what I am being billed for . **What problems is Close solving and how is that benefiting you?** Close is making my telephone based prospecting service easy and straighforward. ## 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?page=17&qs=churn§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+16%3A50%3A16+-0500&secure%5Bsession_id%5D=06cf0e5b-da56-4970-81b1-d7e087e13ea3&secure%5Btoken%5D=5cf188873f05eba7b516c16195bac33cbe3d3446b6d7e15573009a0a3de19ace&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 (24,687 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,300 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)