--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2066 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: 2066 scale: '5' date_modified: '2026-08-09' 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:** 2,066 ## 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. Solid Tool for Managing Contacts, Deals and Daily Sales Activities in an Organized and Efficient Way **Rating:** 5.0/5.0 stars **Reviewed by:** Erin M. | Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Close?** I like the straightforward visibility it gives into the sale pipeline allowing me to clearly see where leads and opportunities stand which helps plan for daily routine follow-ups and call back notifications. **What do you dislike about Close?** I honestly cannot think of a negative reason to not like this platform because it is reliable and their support team is efficient and always ready to help as well. **What problems is Close solving and how is that benefiting you?** It centralizes all customer information which makes daily sales tasks faster and easier to manage and also helps focus on deals that have the highest probability of closing. **Official Response from Sydney Nielsen:** > Thanks so much! Clear pipeline visibility and dependable follow-up reminders are the heart of it, and I'll gladly pass your kind words to the support team. — Sydney ### 2. Simple and Effective Sales Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Alvaro B. **Reviewed Date:** February 09, 2026 **What do you like best about Close?** I like Close because it's really simple to use and personalize. It's simple to customize and helps me do things faster in a reliable way. I use the workflows a lot, as they help me manage my outbound in a good way. The pipelines are a key feature for me, and they're one of the main reasons I use the software. I also think the initial setup was easy, as I've heard no complaints about the process. **What do you dislike about Close?** I think it could be improved, the reports. And most of them, the reports of activities, some custom activities it's hard to see or I don't know yet how to see activities and correlate the activities to an opportunity in a way that I can analyze better. **What problems is Close solving and how is that benefiting you?** I use Close to handle my entire sales process, including outbound efforts, mass emails, and prospect tracking. It also helps my team, which I manage, stay organized. ### 3. Easy Setup in NZ and Great Calling to Stay Connected **Rating:** 5.0/5.0 stars **Reviewed by:** Tee M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2026 **What do you like best about Close?** Great tool for staying in contact with my crew. Really like the calling and how easy it is to get going in NZ. Integration with my email was easy. Everything works perfectly for me. Getting my money's worth. **What do you dislike about Close?** Not a lot I don't like. It took me a few days to figure out. More tutorials on YT would be great. **What problems is Close solving and how is that benefiting you?** Mainly helping me direct my crews across different job sites. Saves me so much time when I am not there to direct them. ### 4. 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. ### 5. Seamless Onboarding and Effortless KPI Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Victor V. | Customer Support Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2026 **What do you like best about Close?** I love how fast and convenient Close is. Everything is stored in one place, making it easy to reach out to people and track my most important KPIs. The initial setup was very easy, and their team was kind enough to offer us onboarding. **What do you dislike about Close?** - **What problems is Close solving and how is that benefiting you?** Close helps with onboarding tracking, stores everything in one place, and allows me to easily reach out to people and track important KPIs. **Official Response from Sydney Nielsen:** > It's great to hear that Close has been helpful for onboarding tracking and centralizing your KPIs. We appreciate the feedback! - Sydney ### 6. Effortless and Comprehensive Platform Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Todd R. | Vice President of Development, Mid-Market (51-1000 emp.) **Reviewed Date:** January 08, 2026 **What do you like best about Close?** Platform is easy to use and flows well for our inside and outside sales teams. Report generation is easy to use as well. **What do you dislike about Close?** I have yet to have any issues or find myself needing something it doesn't provide for my team and I. **What problems is Close solving and how is that benefiting you?** Simplicity of use. After using NetSuite and Salesforce for years we found the biggest issue with those platforms to be up time for learning them with new empoyees. Over complicating the process of tracking, data collection, and reporting for small and large regional teams. Close has an easy to understand and use structure that makes training easy and keeps the team moving by not overcomplicating where to put information. Also tracks emails very well when working outside the platform in something like Outlook. ### 7. Streamlined Sales Process with Close **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Close?** I use Close to manage and streamline my sales pipeline. It helps me track leads and manage deals, keeping all communications, calls, emails, and notes in one place. I love how sales-focused and intuitive it is, especially with the built-in calling and email features because they let me communicate with prospects directly from the platform. The automatic call logging, email tracking, and activity history are great for maintaining a complete record of every interaction. I appreciate the clean, customizable pipeline view that gives me instant visibility into where deals stand and what needs attention next. Plus, the powerful search and filtering make it simple to prioritize leads, segment accounts, and stay organized. The onboarding process is intuitive, making it simple to get started without requiring much technical knowledge. **What do you dislike about Close?** While the existing reports are useful, they can feel a bit limited when you want highly customized views or more advanced dashboards. Having more drag and drop reporting or deeper analytics would make performance tracking and forecasting even easier. In addition, the interface is clean, but managing a large number of leads can feel information dense. More layout customization or collapsable views could help tailor the experience for different workflows. **What problems is Close solving and how is that benefiting you?** I use Close to centralize lead management, communication, and deal tracking. It reduces missed follow-ups, keeps the sales process organized, and improves pipeline visibility. The built-in calling and email features save time, while automatic logging ensures a complete record of interactions. ### 8. Clear and Efficient Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Luis E. | Inhaber, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Close?** I like that the user interface and user experience of Close are clear and simple. It helps me easily move from one lead to another and conduct calls in a structured manner. I can see the possible information from the lead well in an overview. I understood everything quite easily in one to two hours. **What do you dislike about Close?** The power dialer is not included in the Solo Plan. **What problems is Close solving and how is that benefiting you?** Close helps me quickly switch from one lead to another, conduct calls in a structured manner, and see all relevant information from the lead clearly. ### 9. Easy Pipeline Control with Excellent New AI Features **Rating:** 4.0/5.0 stars **Reviewed by:** Ralph W. | Hybrid, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2026 **What do you like best about Close?** The best thing about close is how easy it allows you to control pipeline. The new AI features are perfect too **What do you dislike about Close?** To be honest, once a sale is made, the CRM could do better to make to post sale process is easy **What problems is Close solving and how is that benefiting you?** Definitely help me manage colder leads which is great. Really helps reduce cost per sale ### 10. 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. ### 11. Effortless Sales Management with Seamless Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan R. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2025 **What do you like best about Close?** Close makes it really easy to manage and track all communication in one place. The built-in calling, email sync, and lead tracking are seamless, and the Smart Views save a lot of time when prioritising outreach. It’s fast, intuitive, and designed around actual sales workflows, not overcomplicated dashboards. **What do you dislike about Close?** The reporting side could be a bit more customisable, especially when it comes to team performance breakdowns and activity tracking. Sometimes filters or exports require a few extra steps. It’s nothing major, but more flexibility and visualisation options would make it even better. **What problems is Close solving and how is that benefiting you?** Close solves the challenge of managing leads and communication in a single, streamlined platform. It centralises emails, calls, and tasks, reducing the need to juggle multiple tools and making sure no follow-ups fall through the cracks. For me (or our team), this means we can respond faster, stay organised, and ultimately close more deals while spending less time on admin work. The automation features and smart workflows also help us prioritise high-value leads, which improves efficiency and revenue predictability. ### 12. Effortlessly Manages Sales with Room for Task Improvements **Rating:** 5.0/5.0 stars **Reviewed by:** Jake M. **Reviewed Date:** January 30, 2026 **What do you like best about Close?** I love how easy it is to track multiple deals with Close, especially the drag-and-drop feature for the pipeline. I can easily update confidence stages, close dates, and associated contacts. It makes tracking multiple deals throughout various stages of the sales cycle and managing email communications and forecasting a breeze. Close has built a very nice in-line email editor into the lead. Probably one of my favourite things about the product. **What do you dislike about Close?** Tasks could be improved slightly. They're easy to manage, but working through tasks in a succinct linear fashion would be helpful. Instead of them just all appearing and clicking into them and completing, it would be great to be able to run through them more efficiently. **What problems is Close solving and how is that benefiting you?** I use Close for tracking deals, managing the sales pipeline, and reporting. It easily tracks multiple deals at various stages, manages email communications, and helps with forecasting and pipeline management. ### 13. CRM platform ideal for small businesses that streamlines our email outreach **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2025 **What do you like best about Close?** The workflows are relatively easy to manage and maintaining the flow is relatively seamless. We are able to combine several lists into one workflow which is nice. **What do you dislike about Close?** We joined at a certain membership level, but almost immediately they rolled out a new membership system and we ended up paying a lot more than we wanted to. I also don’t like how cumbersome it is to upload lists—there’s still some manual entry involved, which is a major pain. **What problems is Close solving and how is that benefiting you?** It allows us as a small business to manage a variety of prospect lists with email outreach and then easily track those leads as they get through workflows. ### 14. The Ultimate CRM for Effortless Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew N. **Reviewed Date:** February 02, 2026 **What do you like best about Close?** I really like the layout of Close, as everything is easy to see and I can find leads and search them up effortlessly. I also appreciate that it's a very clean CRM system that helps when leads come in. One of my favorite features is the SMS templates, which allow me to send many messages quickly, helping me increase sales for the company. The search function is another feature I value because it helps me look up leads quickly and provides all the information I need about them in one space. Close is, in my opinion, the best CRM system out there and it's very easy to understand. **What do you dislike about Close?** Nothing **What problems is Close solving and how is that benefiting you?** Close helps manage leads with a clean CRM system. The search function lets me quickly find and view lead information in one place, while SMS templates allow me to send messages fast, boosting sales opportunities. ### 15. Coherent, Intuitive, and Fast—Native Dialer and Smart Views Shine **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2026 **What do you like best about Close?** native dialler, smart views. overall how coherent intuitive and easy it is to use it makes a lot of sense not overcomplicated. also everything loads quickly **What do you dislike about Close?** dialer needs more customization, and conversation visibikity settings need ,pre customizeability **What problems is Close solving and how is that benefiting you?** not needing a seperate phone service or dialler service . and being able to own my own wokrflows. ### 16. Effortless Lead Management and Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Ebebreh J. **Reviewed Date:** February 02, 2026 **What do you like best about Close?** I love Close's email automation and sales analytics. It makes follow-ups effortless and helps me optimize my sales strategy. The email automation saves me tons of time as I can just set it up once. The sales analytics feature is great because it helps me spot trends and focus on high priority deals. I also appreciate how quickly I was able to get started with the guided tour—setting up took only about 10 minutes. Additionally, Close offers better email integration and automation features compared to the tool we used before, Pipedrive. **What do you dislike about Close?** I find Close's customization options for reports lacking sometimes; I need more specific data views. **What problems is Close solving and how is that benefiting you?** Close organizes my sales process, letting me track leads and deals in one place. The email automation saves me tons of time on follow-ups, and the sales analytics help me spot trends and prioritize deals effectively. ### 17. Incredibly Effective for Tracking Accounts From Opportunity Through to Sale From a Single Dashboard **Rating:** 5.0/5.0 stars **Reviewed by:** Noel K. | Senior Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2026 **What do you like best about Close?** The platform’s lead and opportunity management features provides a clear view of the sales pipeline enabling us to prioritize prospects, perform deal stage analysis and automate follow-ups. **What do you dislike about Close?** There are no notable downsides to this platform all the features are reliable and it is great for straightforward sales processes. **What problems is Close solving and how is that benefiting you?** It enables us to consolidate leads, contacts and opportunities and provides complete customer histories that helps identify stalled deals before they are lost and ensures prospects receive timely communication throughout. **Official Response from Sydney Nielsen:** > Thank you! Spotting stalled deals before they slip away is exactly what those complete customer histories are for, and I'm glad Close is keeping every prospect moving. — Sydney ### 18. Streamlined Communication, Seamless Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Marcos B. **Reviewed Date:** February 02, 2026 **What do you like best about Close?** I like how Close packs core sales workflows into one place with built-in calling, SMS, and emails. The smart views with saved search filters act like custom lists, making it really efficient. I enjoy the inbox style interface—it’s like a daily sales inbox that keeps everything streamlined. The clean, fast UI is also a big plus for me; there’s no clutter, and it’s speed-focused and customizable. The initial setup was easy and smooth, and I'd rate it 8 because it’s excellent for teams doing high volume outbound calls and emails. **What do you dislike about Close?** I don't like the limited automation depth, sales-only focus, and that the pricing scales poorly. **What problems is Close solving and how is that benefiting you?** Close solves lack of visibility, poor pipeline awareness, and automates repetitive outreach. It centralizes core sales workflows with built-in calls, SMS, and emails, offers smart views, a daily sales inbox, and a clean, fast, customizable UI. ### 19. Perfect for Small Teams with Intuitive UI **Rating:** 5.0/5.0 stars **Reviewed by:** Sam A. **Reviewed Date:** January 13, 2026 **What do you like best about Close?** I use Close mainly to manage my sales flow for my small business and I love how easy it is to navigate. It's laid out in a way that's not overbearing or overwhelming, with a simple flow that lets me be successfully consistent in my follow-up. For instance, when working through my leads, I can click into the first lead, do what I need to do, and then press next to work on the very next one very easily. It flawlessly provides an easy spot to keep track of who I'm talking to, when I need to follow up, and what's the value of my pipeline for the month, which is great for forecasting. It's also a really easy way to save things like email templates for prospecting and onboarding new customers. I preferred the simpler UI of Close over others. I'd rate it 10/10 for any business with a small sales team that needs an easy and effective tool to track sales. **What do you dislike about Close?** Because it's a smaller product, it's not as integrated with my other programs as with other products in a similar space. **What problems is Close solving and how is that benefiting you?** I use Close to manage my sales flow, keeping track of conversations and follow-ups. It helps forecast by showing pipeline value and simplifies saving email templates, making prospecting and customer onboarding easier. ### 20. User-Friendly and Affordable Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Austin S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 02, 2026 **What do you like best about Close?** I like how Close is really easy to use. It's user-friendly, and I appreciate that it isn't really that expensive. It's a good system for generating and sorting leads, which is a definite advantage. Additionally, the initial setup was very easy as I had no problems with it. **What do you dislike about Close?** Maybe the filter sometimes can get a little tricky, but after you get used to it, there's no problems using it. **What problems is Close solving and how is that benefiting you?** I find Close easy to navigate and hassle-free. It simplifies sorting leads and is affordable, making it a great system for generating and organizing leads. ### 21. Visually Clean, Always Improving **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about Close?** It's visually clean and I really love that you guys are always changing things and updating things to make them easier and more helpful for us. **What do you dislike about Close?** I feel like I am always asking for new things to be implemented but nothing ever comes of the ideas lol -- not really a dislike. **What problems is Close solving and how is that benefiting you?** I LOVE that you added "Estimated Local Time" to the contact page. It makes life easy when I'm working early or late. No more hanging up quickly because it's 6am in CA. ### 22. Easy Setup and Feature-Rich, But Redundant Functions Need Streamlining **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan Y. | Executive Consultant (Sales Rep), Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2025 **What do you like best about Close?** Simple user interface, easy to set up and blast campaigns, tons of features like HL. I like how it is organized in the right column. I love that it is web-based. The mobile app works pretty good, a lot better than Hubspot. **What do you dislike about Close?** The redundancy. It would be better to only have one day to perform a function, not a half a dozen. Not knowing all the features and how to utilize them eats at me. I know I can learn more. I have tried to get on Youtube to learn more only to find out I do not have the admin privileges that I normally would and tend to give up on the task. **What problems is Close solving and how is that benefiting you?** Keeping my pipeline organized. It helps me to keep track of where the client is at in the sales process, what needs to be accomplished that day, etc. ### 23. Efficient CRM with Stellar Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Orlando B. **Reviewed Date:** January 18, 2026 **What do you like best about Close?** I really love the filtering system and how you can filter through different things, not just through the leads, but also the numbers. When was the last time this person was called, so I could go back to that date? It definitely gets me a lot more information to then fish and dig for some perfect leads. We all got excited as soon as we found out that Close is being used for our CRM. And, honestly, we love it. **What do you dislike about Close?** I guess filtering it out could have been enhanced easier in a way to understand. But other than that, like, it's very good. **What problems is Close solving and how is that benefiting you?** Close helps me handle leads and negotiate effectively, providing detailed information to improve and close deals. I love the filtering system, allowing me to filter through leads and numbers, track interactions, and find perfect leads with more information. ### 24. 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. ### 25. Effortless CRM, Outstanding Lead Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Chris G. | Sales Coach **Reviewed Date:** February 15, 2026 **What do you like best about Close?** I love the ease of use. I think the platform is very aesthetically appealing and easy to navigate, and there's not a whole lot of headaches when it comes to figuring out the tech side. I also love that using Close, they optimize for leads. They actually drip it and use a method that's going to make it be the best deliverable type of engagement to our leads. **What do you dislike about Close?** Sometimes there are a few bugs and hiccups that come up, such as duplicate leads or campaigns that don't launch correctly. Some of these things could probably be improved to make a smoother user experience. **What problems is Close solving and how is that benefiting you?** I use Close to solve lead generation issues and manage leads through our pipeline, driving them from the start to the close. ### 26. Essential CRM for Streamlined Insurance Management **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff V. **Reviewed Date:** February 14, 2026 **What do you like best about Close?** I love how easy it is to keep everything organized with Close. The AI features are fantastic, especially the live speech-to-text conversion, which lets me instantly store important information shared by clients. I find it very fast and intuitive, which makes organizing my business a lot easier. I like that it organizes all of my clients in one database and keeps the policy information for each client, keeping my job running very smoothly. It also allows me to create new leads effortlessly. The initial setup was extremely easy. **What do you dislike about Close?** Nothing **What problems is Close solving and how is that benefiting you?** Close organizes all my clients in one database, keeps policy info, and allows me to create new leads, making my job run smoothly. Its AI features like live speech-to-text help capture important client info in real-time. ### 27. Easy to follow CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Michael V. | Solutions Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 09, 2025 **What do you like best about Close?** It's easy to use, and both leads and tasks are organized in a way that makes tracking simple. The integrations are impressive too, with LinkMatch being a particular favorite of mine. I really appreciate the task function—each day, I just check my inbox to see what needs to be done. When we first started, getting set up was effortless; with just one click, we were able to start using Close right away. Customer support has also been quite responsive. **What do you dislike about Close?** So far, I haven't encountered any issues with this tool and am really enjoying using it. I use it every day to keep track of my tasks, and I haven't found anything to complain about yet. **What problems is Close solving and how is that benefiting you?** I appreciate being able to track all my leads so that nothing slips through the cracks. I also really like that every conversation, whether it's via email or LinkedIn, is automatically linked to the relevant lead. My bosses are happy too, since they can easily check the status of the leads we're working on. ### 28. Superior Layout and Easy Navigation with Powerful Customer Reach Features **Rating:** 4.5/5.0 stars **Reviewed by:** Cathy A. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2026 **What do you like best about Close?** The layout is superior. I love how easy it is to navigate and read information. I love the different features it has as well in terms of customer reach. **What do you dislike about Close?** I think not being able to customise the column size when I'm trying to sort and view specific leads is a bit of a turn-off. **What problems is Close solving and how is that benefiting you?** Being able to stay on track with customer follow-ups, whether its sales related or customer service-related. I like how I can organise my tasks and not miss out on anything. ### 29. 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. ### 30. Close CRM keeps us sharp, fast, and focused **Rating:** 5.0/5.0 stars **Reviewed by:** Jose N. | Director of operations, Small-Business (50 or fewer emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Close?** Close is incredibly intuitive — the ease of use is one of its biggest strengths. From day one, our team could navigate the platform without training, and it’s made daily tasks feel effortless. The number of features is also impressive: everything from lead tracking to automated follow-ups is built in, but it never feels bloated. The ease of implementation was a pleasant surprise — setup was fast, and we didn’t need a long onboarding process. Plus, the ease of integration with our existing tools made adoption seamless. We use Close daily, and it’s become a central part of our workflow. **What do you dislike about Close?** Honestly, very little. If anything, I’d love even more customization in reporting views. That said, the customer support team has been responsive and helpful whenever we’ve had questions — so even small issues get resolved quickly. Despite the rich feature set, Close stays fast and uncluttered, which is rare for CRMs. **What problems is Close solving and how is that benefiting you?** Close helps us stay fast, organized, and responsive across internal operations and outreach workflows. It solves the problem of juggling multiple tools by giving us one streamlined platform for CRM, email tracking, and sales engagement. We can follow up quickly, track conversations, and manage tasks without losing momentum. It’s a huge boost to our productivity and clarity — especially in a fast-moving environment where timing and context matter. ### 31. Revolutionized Our Sales with Speed and Simplicity **Rating:** 5.0/5.0 stars **Reviewed by:** Adam A. **Reviewed Date:** January 09, 2026 **What do you like best about Close?** I really appreciate how fast, easy, and simple Close is to use; it outshines other CRMs in that regard. It's been a game changer for being able to dial and call leads at a mass scale, helping me make a lot of money for my company. Compared to Go High Level, Close is better in every way. The initial setup was pretty simple as well, with no problems at all for the managers who set it up. **What do you dislike about Close?** Nothing is even needed to improve, maybe just an option to make the power dialer double dial leads that don't pick up before moving on. **What problems is Close solving and how is that benefiting you?** Close allows me to dial and call leads at a mass scale, making it easy and fast to generate significant revenue for my company. It's simple to use, outperforming other CRMs I've tried. ### 32. Effortless Email Flow and Contact Management **Rating:** 4.0/5.0 stars **Reviewed by:** Theresa D. **Reviewed Date:** February 06, 2026 **What do you like best about Close?** I appreciate Close for letting me send an email flow without having to constantly check back when to send the next email. It keeps my contacts organized with the correct phone numbers and emails. I like how it lets me create email flows for different kinds of companies. Close is pretty easy to use; it's not that difficult, and it's self-explanatory for the most part. I definitely value the email flow feature and the ability to see if people have opened my emails. **What do you dislike about Close?** I think just the overall interface could look a little bit better. **What problems is Close solving and how is that benefiting you?** I use Close to send email flows without needing to check back for the next send. It organizes my contacts with correct phone numbers and emails. ### 33. CRM – that widens your reach **Rating:** 4.0/5.0 stars **Reviewed by:** Shiv Om C. | Engagement Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Close?** What I like the most is the email campaign and workflow feature. It helps us reach more people with mass campaigns, and at the same time, we can send quick one-to-one emails right after a call using templates. This way, we can follow the 3M strategy faster and more easily. **What do you dislike about Close?** The filters available in Close feel a bit rigid, which sometimes makes it challenging to create smart views effectively **What problems is Close solving and how is that benefiting you?** That’s the thing—I’d say Close has its own benefits and advantages. It’s really an all-in-one solution for business development. You can manage the entire sales process here, from lead creation to closure. The features are fantastic—like email templates, snippets, workflows, and calling—all in one place to keep track of communication within the CRM. On top of that, you can manage or customize your pipeline as per your needs. Overall, it’s a huge time-saver, keeping all records in one place. It works as an email marketing tool, a lead management tool, a calling tool, and even integrates with a variety of software, which really helps boost efficiency. ### 34. AI-Powered CRM with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Jay H. **Reviewed Date:** January 09, 2026 **What do you like best about Close?** I appreciate Close for its great AI assistance in lead summarizing and lead search. I also find the task system awesome. The AI assistance is present in every step, which is really helpful. Additionally, the call recognition system works well, making my experience smoother than before. The initial setup of Close was dope, which made it easy for me to get started. **What do you dislike about Close?** I think activities need to be more organized or have some filters. Filters should be clearer in everything. Also, leads can be messed up and I feel there needs to be a better AI-optimized lead list. **What problems is Close solving and how is that benefiting you?** Close provides great AI assistance on lead summarizing and lead search, and has an awesome task system. It's got AI assistance integrated in every step, making it super helpful for managing tasks and leads efficiently. ### 35. Streamlined Sales Management with Minor Hiccups **Rating:** 3.0/5.0 stars **Reviewed by:** Julian F. | Analysts, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2026 **What do you like best about Close?** I use Close for managing my sales process, making calls, and texting all in one place. I appreciate its super clean and fast interface that handles high-volume calling smoothly, along with integrated call recording. It really removes friction, letting me blast through outreach effortlessly. The initial setup was smooth and user-friendly, which is a breath of fresh air with no long onboarding process. **What do you dislike about Close?** I don't like Close's email sequence quirks and logging annoyances. It would be better with more affordable entry pricing, flexible pricing options, and improved analytics. **What problems is Close solving and how is that benefiting you?** I use Close to manage the sales process in one place, solving frustrations from using bloated CRMs and separate tools. It provides a clean, fast interface, handles high-volume calls smoothly, and removes outreach friction. ### 36. Best Phone Carrier and Dialer in 2026 **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2025 **What do you like best about Close?** Finally upgraded to the $149 (scale) plan and I couldn't be happier. I use the Close mobile app because I'm always on different job sites. So I get access to all my contacts and their pipeline stages while I'm on the move every day. Got help setting up my regulatory bundle too. **What do you dislike about Close?** Dark mode could use an up date but other than that, close is great to use. **What problems is Close solving and how is that benefiting you?** Close is a cheaper call carrier alternative but I can also upload all my contacts and leads and follow up with them whenever I like. The best part is that I can integrate my personal email and set up email flows (my assistant showed me this). ### 37. Streamlines Lead Management but Dialer Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Max A. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Close?** I really like the workflow Close facilitated. The way it was able to relieve leads through the CSV function was beneficial. I thought it was a good price point and using it was straightforward. The initial setup was very easy, only took minutes. **What do you dislike about Close?** I didn't like the inability to use the dialer because of the documents and things needed to get approval. Why would I have to have a business Facebook page and a sole proprietor EIN just to use the dialer function? **What problems is Close solving and how is that benefiting you?** Close centralizes my leads, facilitating a smooth workflow and making it easy to handle leads through the CSV function. ### 38. High-Quality Calls, Easy Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Kristijan B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2026 **What do you like best about Close?** I use Close for cold calling and it really solves the problem of making calls internationally with great quality. I like the quality of the software in general. The sound quality, conversation quality, easy UI, and perfect flow stand out for me. The initial setup of Close was remarkably easy, a perfect 10/10. **What do you dislike about Close?** Pricing is just a bit high **What problems is Close solving and how is that benefiting you?** Close solves the problem of making international calls with great quality and provides the necessary numbers effortlessly. ### 39. Easy Note-Taking Anywhere with a Simple, User-Friendly Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about Close?** The availability for note taking and it's ease of use anywhere **What do you dislike about Close?** The mobile phone side of it is more difficult than the desktop setup **What problems is Close solving and how is that benefiting you?** The client call back is much higher in close ### 40. Highly Customizable lots of Integrations **Rating:** 4.5/5.0 stars **Reviewed by:** Dustin B. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about Close?** I like the customization options in Close; there are a lot of options available. It's pretty easy to use, and I love the ton of different integrations it offers. **What do you dislike about Close?** The beginning was a little complicated because I didn't understand a lot of the technology. I don't have a tech background. **What problems is Close solving and how is that benefiting you?** I use Close for attracting new prospects and leads, and it helps me make workflows. I also appreciate the customization as there are a lot of options and it's easy to use with different integrations. ### 41. Comprehensive CRM with Exceptional Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Ruel d. **Reviewed Date:** January 05, 2026 **What do you like best about Close?** I like Close because it's all there, with the email and the calls integrated. It's very easy to use, and it allows me to efficiently follow up with clients through email, even if the call is disconnected or not finished. This helps me see if they are interested in our offerings. I don't have any problems using Close, and I'd love to share it with other companies or colleagues as it might be useful to them. Also, the initial setup of Close is very easy. **What do you dislike about Close?** I think there should be an option for text messaging. **What problems is Close solving and how is that benefiting you?** I use Close to call clients and prospects, and I find it very easy to use. It integrates email and calls, letting me follow up with clients if calls are disconnected or unfinished, which helps gauge their interest. ### 42. Overall, very good CRM and Dialer **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin V. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2025 **What do you like best about Close?** The user end for me and for my callers has been very easy. Everything is at hand, from emails to notes, without having to fumble around to find them. The smart views are dynamic and make sure that the leads I call are during their local business hours. Customer support always gets back to me very quickly when I have a question. **What do you dislike about Close?** As amazing as the front end is, the back end does need some work. The hierarchy between the super admin account and sub accounts is not quite there yet. Before Close, I was used to being able to log in as a super admin and being able to change the settings for sub-users. On Close, those settings have to be changed while logged in to the actual sub-user account. Last I reached out about this a few days ago, they said they are working on it. **What problems is Close solving and how is that benefiting you?** Close is making it very fast and convenient to reach out to multiple contacts for prospective partnerships. ### 43. Efficient Tracking and Seamless Integrations with Close **Rating:** 4.0/5.0 stars **Reviewed by:** Milan S. **Reviewed Date:** November 25, 2025 **What do you like best about Close?** I like that Close is simple and user-friendly, which makes it easy for my team and me to navigate and utilize its functionalities effectively. It's constantly evolving with technology, which keeps it modern and relevant. I particularly appreciate its capacity to integrate seamlessly with advanced AI tools like JetGPT and OpenAI. This integration capability extends to connecting with other different APIs we use, enhancing our workflow and productivity. This feature is crucial for us as it allows easier data analysis and lets us perform more complex tasks by utilizing diverse data sources. I also find the initial setup process to be very easy and fluent, particularly in connecting our GSuite to Close, which further simplifies the overall experience. Overall, Close provides us with a streamlined, technologically advanced platform that perfectly fits our operational needs. **What do you dislike about Close?** I would like to see more flexibility in the opportunity segment of Close and to have the ability to customize it further to meet specific needs. **What problems is Close solving and how is that benefiting you?** I use Close to streamline tracking and progression of investment opportunities and client communications, enhancing team visibility on stage and interactions. ### 44. Helps organise client work and sales outreach effectively **Rating:** 4.5/5.0 stars **Reviewed by:** Amitoj S. | Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Close?** Working with various clients and large teams, it helped me stay on top of all activities and keep track of what was happening. **What do you dislike about Close?** Nothing major to note so far. Overall, it’s been helpful. **What problems is Close solving and how is that benefiting you?** I use it to manage my team’s activities across all our clients and to keep track of everything in one central place. It has also helped throughout the sales process in the same way, making it easier to stay organised and follow up consistently. ### 45. Streamlined Calls and Pipeline Management **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony A. **Reviewed Date:** November 22, 2025 **What do you like best about Close?** I love how Close simplifies the process of making calls and managing my outbound prospecting. It stands out because it avoids unnecessary complexity and bloat, common in many other CRMs, by offering a simple and useful interface that enhances my workflow. The integrated calling infrastructure makes it easy to handle pipelines efficiently, and the unified inbox further contributes to a seamless experience. It has just the right amount of features to genuinely help me organize and manage my pipeline tasks effectively. Additionally, I found the initial setup to be straightforward, thanks to the comprehensive tutorials that made the process easy and accessible. As a result, if the objective is cold calling and managing an outbound pipeline, I would highly recommend Close, giving it a perfect 10 out of 10. **What do you dislike about Close?** I think it would be beneficial to have the ability to book meetings directly within Close. Currently, while there is calendar integration for keeping up with meetings, it doesn't allow booking them directly from the platform. This capability would enhance productivity by enabling me to schedule appointments seamlessly, especially during calls. **What problems is Close solving and how is that benefiting you?** I find Close simplifies managing my outbound pipeline with its easy calling and unified inbox, reducing CRM bloat while providing essential features for effective prospecting. ### 46. AI-Driven CRM with Intuitive Features **Rating:** 5.0/5.0 stars **Reviewed by:** Matt Mehmet S. | Co-founder, Chief Technology Officer **Reviewed Date:** January 18, 2026 **What do you like best about Close?** I love that Close is simple and has powerful AI features. It helped us with organizing our sales process and provides awesome dialer tools and AI notes to keep us organized. It also has a lot of cool features that other CRMs don't have. I love everything about Close. The initial setup was easy. **What do you dislike about Close?** I think just giving more value for the buck without upgrading or doing other addons. For example, they provide some of their features with limitations and you need to upgrade, and as you upgrade it is expensive on a per seat level. **What problems is Close solving and how is that benefiting you?** Close organizes our sales process with awesome dialer tools and AI notes, keeping us organized. It has lots of cool features that other CRMs don't have. ### 47. Easy Setup for Marketing Workflow Email Campaigns **Rating:** 4.5/5.0 stars **Reviewed by:** John S. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about Close?** Easy to set up marketing workflow email campaigns. **What do you dislike about Close?** I would like it if more companies used Close. **What problems is Close solving and how is that benefiting you?** Close assists me with automating email workflows to prospects. ### 48. Effortless Workflow Automation with a User-Friendly Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Konjengbam M. | BDR, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2025 **What do you like best about Close?** I love this platform for its workflow automation as it saves ton of times and resources improving the overall efficiency of the team. The platform have a very user friendly interface which is very easy for first time user to adapt. **What do you dislike about Close?** Frankly saying this platform is really good but I wish that the price was little little high though not much. To be very effecting in using this platform the user need to give some time in learning about the capabilities of the platform. **What problems is Close solving and how is that benefiting you?** It allows efficient communication with clients making the team more productive and efficient. ### 49. Effortless Lead Management with Few Glitches **Rating:** 4.5/5.0 stars **Reviewed by:** Jakub S. **Reviewed Date:** November 29, 2025 **What do you like best about Close?** I love how Close solves the complexity of managing leads and makes it incredibly easy to manage them within the CRM. I appreciate its simplicity which streamlines my daily tasks. Close is the perfect CRM for handling high-ticket sales, making my workday significantly easier and faster compared to using other CRMs. Its professional and accessible nature is a huge plus for me. I also find that the setup is straightforward and doesn't require much effort, allowing me to get started quickly. **What do you dislike about Close?** Sometimes, Close experiences lag and becomes unresponsive when handling lead profiles. Additionally, when I exit a lead profile to return to my dialing list, the list resets entirely, which disrupts my workflow. **What problems is Close solving and how is that benefiting you?** Close simplifies lead management, making it easy for me to manage leads in the CRM. It enhances my productivity, allowing me to get through my workday faster than any other CRM. ### 50. Streamlined Cold Calling with Seamless CRM Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jack H. **Reviewed Date:** November 13, 2025 **What do you like best about Close?** I appreciate how Close streamlines our cold calling operations, ensuring my sales team never lets a deal slip through the cracks, which optimizes our workflow and efficiency. The built-in numbers feature is incredibly convenient, allowing my staff to call leads directly from the CRM system, making outreach a seamless process. Additionally, the robust task feature ensures that my team never misses a required follow-up by providing a dedicated section for it. I also find the unique flow of opportunity creation in Close refreshing compared to other CRMs we’ve used, enhancing the way we handle our sales processes. The integration with calendars and platforms like Zoom simplifies coordination and communication. Switching from Pipedrive to Close has been beneficial as Close is more tailored toward sales rather than project management. The initial setup was very easy for us due to our tech-savviness, and I really value the customer support which is consistently helpful and provides same-day responses. **What do you dislike about Close?** I don't like the restrictive file size limits for imports in Close, which complicates the process of uploading tens of thousands of leads at once. This necessitates the use of a CSV splitter, adding an extra step that could be avoided with a higher file limit. **What problems is Close solving and how is that benefiting you?** Close streamlines our cold calling operations, prevents deals from slipping, allows direct calls from CRM, and ensures follow-up tasks aren't missed, enhancing sales efficiency. ## 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=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+14%3A41%3A45+-0500&secure%5Bsession_id%5D=bf07cdd2-44a4-4f67-aeed-3dc12a41d925&secure%5Btoken%5D=10b2de988bf4dfd0a98c415125ec045c0938f7cb812e1f15dff844b324fd668b&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 (13,299 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)