--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2046 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: 2046 scale: '5' date_modified: '2026-07-18' 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:** 2,046 ## 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. Cross-platform CRM with efficient API integration **Rating:** 4.5/5.0 stars **Reviewed by:** Lasse C. **Reviewed Date:** January 22, 2026 **What do you like best about Close?** I appreciate the cross-platform functionality and the clear, organized design of Close. The ability to implement our own API interfaces simplifies and improves our processes. With Close, we can easily manage our leads and implement clear processes to reach customers. I find the UI good and easy to understand, and the integration with other applications allows us to update calendar entries with a single click. **What do you dislike about Close?** The price for the flexible call time is somewhat too high. Prices are somewhat non-transparent and very high. **What problems is Close solving and how is that benefiting you?** With Close, I easily manage leads and implement clear processes for customer engagement. The cross-platform functionality and custom API implementations simplify and optimize workflows. ### 2. Effortless Calling, Reliable Connectivity **Rating:** 5.0/5.0 stars **Reviewed by:** ehtisham U. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Close?** I really like how Close makes calling and keeping records of calls easy. It's very easy to operate with almost no downtime, and the call connectivity is good. The initial setup was very easy, and I can make sales calls easily. **What do you dislike about Close?** Almost everything works well. One thing they can improve is make it cheaper. **What problems is Close solving and how is that benefiting you?** Close makes calling and record-keeping easy, with excellent call connectivity and minimal downtime. ### 3. Great Oversight and Flawless Operation, but Costs Are too High **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Close?** THe oversight of every part of the process is right there in front of you and it is just working flawlessly. The original set up for the Administrator was a very smooth process. The instructions were clear and walked you through it by click and follow method. We use our CRM. everyday and all day it is our primary tool for everything. **What do you dislike about Close?** The Cost are a bit too high for what it is. But as a first year user I feel we are getting our organisation working and off the ground effectively. The features are a bit overwhelming and limited to the package one purchases. As per the customer support is only on line for one to read through it all instead of having an actual service / help line. **What problems is Close solving and how is that benefiting you?** We needed organization. Close gave us a simple tool to use as we have elderly workforce that need guidance to get the use of the CRM ### 4. Upgrade If You Can **Rating:** 5.0/5.0 stars **Reviewed by:** Nick W. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2025 **What do you like best about Close?** Recently upgraded to the $149 plan just for predictive dialing and the time I save from being able to call multiple leads at once is worth the extra spend. At the moment I am getting connected to a lead with buyer intent every round of calls. Also, I like the note taking that's inside the CRM. Usually I'd open Notion and take my notes but Close has this featured in-house and I can reference all my notes from previous calls or take them during the call so I don't forge.t **What do you dislike about Close?** Predictive dialing is great. Would love to see a local presence feature that assigns a local number to the leads I am calling so they don't get suspicious of seeing the same number call them multiple times and potentially get cut off. **What problems is Close solving and how is that benefiting you?** Helping me run through my lead lists, save time, and find interested buyers without any additional effort! ### 5. great app for team management **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about Close?** Quite like how close is almost an all-in-one solution. It's especially good for my email management and calling. I'm really big on staying in touch with my board team and Close seems to be the thing that makes sure I can notify everyone of upcoming meetings and changes. **What do you dislike about Close?** I like everything to do with Close so it's hard to name anything bad. **What problems is Close solving and how is that benefiting you?** Close is helping me solve the problem of team comms and notifications. I use email flows to make sure my meetings are always attended. ### 6. Excellent CRM that boosts productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Charlie W. | Call Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about Close?** I love that Close lets me create my own Smart Views and customize lead statuses. This boosts my productivity massively and adds a great element of personalization, which helps me stay more organized and efficient. **What do you dislike about Close?** I wish Close had an option for automatic Smart Views based on lead status instead of requiring users to manually create them. It would save time and make the workflow more seamless. Right now, having to set them up feels like an extra step that could easily be automated. **What problems is Close solving and how is that benefiting you?** Close helps me stay productive by making it easy to write and organize notes for each client. This ensures I never lose important details and can manage follow-ups more efficiently. ### 7. Close CRM is your personal ninja **Rating:** 5.0/5.0 stars **Reviewed by:** Brent A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2025 **What do you like best about Close?** There's so many things I like about close. The dialer is 2nd to none. The contact rates are so high. I love that my team and I can be in the same stream talking to a merchant and it feels seamless. If my rep is having a tough chat with a customer I can jump right in the mix and the customers love and appreciate it. Being able to run campaigns with email and text right in my CRM and the contact rates be incredible. I will also say that the customer support is world class. **What do you dislike about Close?** The logic for loading and sorting leads is not my favorite. It's much more difficult than most CRMs I've used before. **What problems is Close solving and how is that benefiting you?** It's creating much more cohesion with my team, I am able to scale and bring people on faster. ### 8. Easy to Navigate, Affordable Task Management for a Small Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Close?** so easy to navigate and give tasks- and super affordable for my small 3 person company **What do you dislike about Close?** i wish there was an easier way to make changes i want. a few simple changes would go along way **What problems is Close solving and how is that benefiting you?** making contacting customers super easy ### 9. Efficient sales process with quick setup **Rating:** 5.0/5.0 stars **Reviewed by:** Alessandro L. **Reviewed Date:** November 18, 2025 **What do you like best about Close?** I like about Close that the efficiency of the sales processes really allows for scheduling more appointments in the shortest time and thus actually generating more revenue. I found the ability to make the sales process more efficient and to improve and speed up the customer journey very helpful. **What do you dislike about Close?** I find that Close is missing a bit of a dashboard, similar to what Salesforce offers, where you can see everything at a glance. Although there are Smart Views, I miss a central dashboard where you can quickly navigate to customers and recognize their status. I really miss that and it would be a helpful addition. **What problems is Close solving and how is that benefiting you?** I find that Close offers a better overview of the sales process and accelerates the customer journey, which increases efficiency and allows us to schedule more appointments and increase revenue. ### 10. Effortless CRM Simplicity with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2026 **What do you like best about Close?** I like the simplicity of close. Most crms took me weeks to really grasp all the workflows & overload of content, not the case with close. And there support team is top notch, they've helped my on multiple occasions with little questions & are quick to answer them! **What do you dislike about Close?** I honestly can't find anything negative to say about Close, except that I wish it had been released earlier. The product is truly phenomenal. **What problems is Close solving and how is that benefiting you?** This tool helps me stay organized and set clearer goals for each day. As someone who deals with ADHD, having something this straightforward to use has truly been a lifesaver for my business. ### 11. Boosts Sales Follow-Ups with Stellar Support **Rating:** 4.5/5.0 stars **Reviewed by:** Amy S. **Reviewed Date:** February 11, 2026 **What do you like best about Close?** I like how Close ensures I never miss a follow-up and makes prospecting easy and efficient with its filtering and list-building capabilities. I also find the transcription services amazing. What stands out to me is the responsiveness of Close support; they email back almost immediately and help find a solution with a very simple process. **What do you dislike about Close?** There's time when the system lags. **What problems is Close solving and how is that benefiting you?** I use Close to ensure I never miss a follow-up, make prospecting easy and efficient with filtering and list-building, and the transcription services are amazing. ### 12. Close = Sales uplevel **Rating:** 5.0/5.0 stars **Reviewed by:** Meghan N. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Close?** Close has comletely upleveled my sales expereince. It makes it so easy to implement our sales plan, track leads, scheudle follow up with leads and see the entire thread of communication from emails / texts to the notes I take and the offers made. Going from tracking in spreadhseets to Close has allowed me to not only make more sales but to save time and offer a more customized, personalized experience for our potential clients. It integrates easily with my email and I love that I can create and communicate through a Close phone number both when I am talking to clients and sending them SMS messages that are pre-scheudled. I use Close daily and save so much time compared to all the various ways we used to communicate about sales. **What do you dislike about Close?** Threre's nothing I dislike about Close. When we started we didn't have the ability to schedule text messages and now that we can it's everything we need. **What problems is Close solving and how is that benefiting you?** Close makes it so easy to go from getting a lead booked on my calendar to scheduling reminder emails and texts and tracking the offer that was made to following up if there's another conversation. I've hopped in for a second conversation for a high ticket program after another sales person had the initial call and I had everything I needed to feel 100% ready for that session right within the system. **Official Response from Sam Wild:** > Thanks for reviewing Close, Meghan! We're so happy to hear that Close up-leveled your sales experience! ### 13. Awesome app for lead generation ✅ **Rating:** 5.0/5.0 stars **Reviewed by:** Anshu Y. | Sr. Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2025 **What do you like best about Close?** Close is an excellent app for finding business leads. I appreciate how it can generate leads by analyzing our communication history, including inboxes, call schedules, WhatsApp, and more. **What do you dislike about Close?** Close should add an overall dashboard feature to show leads in more attractive way so user can understand easily. **What problems is Close solving and how is that benefiting you?** Close is assisting us in managing our potential leads that could become customers. It analyzes inbox emails, WhatsApp messages, and other messaging platforms to identify and track all possible leads, ensuring full security throughout the process. This has been instrumental in helping us grow our customer base and achieve a positive impact on our business. ### 14. Smart Views I Love **Rating:** 5.0/5.0 stars **Reviewed by:** Alex R. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2026 **What do you like best about Close?** I really like the smart views and the power dialer, and I also appreciate how clean and streamlined everything feels overall. **What do you dislike about Close?** I dislike that I can’t turn off the feature that makes my phone ring every time someone calls my close number. **What problems is Close solving and how is that benefiting you?** Lead contact, follow up and nurturing. Along with organization. ### 15. Streamlined CRM with Powerful Dialing but Occasional Hiccups **Rating:** 4.5/5.0 stars **Reviewed by:** Ian E. **Reviewed Date:** February 08, 2026 **What do you like best about Close?** I really like the design, simplicity, and power dialing features of Close. Having worked with lots of CRM tools before, I find Close’s look, feel, and capabilities much better than the rest. It's also easy to set up, which is a big plus for me. **What do you dislike about Close?** Sometimes the power dialer can get wonky and glitch out. I have to refresh smart views frequently. **What problems is Close solving and how is that benefiting you?** Close improves follow-up and boosts productivity. Its design and simplicity, as well as power dialing features, stand out compared to other CRMs I've used. ### 16. Close Is Easy, Convenient, and Effortless to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Sierra S. | appointment setter, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2026 **What do you like best about Close?** I love how easy and convenient close is to use and navigate. **What do you dislike about Close?** Sometimes the hiccups are difficult and unconfident **What problems is Close solving and how is that benefiting you?** close makes it very easy to communicate to our clients on different platforms. ### 17. Effortless CRM for Sales Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Peter B. **Reviewed Date:** October 27, 2025 **What do you like best about Close?** I find Close remarkably easy to set up and use, even getting it on mobile was a breeze. The capability to establish a pipeline of activities makes it incredibly helpful, especially when I’m in the field and need access on my phone. I appreciate that all the information I need about an account or a lead is readily available in front of me, streamlining the process of tracking sales activities and making it our go-to CRM solution. The ease of use is a standout feature that would make me consider purchasing Close again. Overall, the experience has been positive, making me rate it a solid 10 for recommendation. **What do you dislike about Close?** We don’t use activity workflows. **What problems is Close solving and how is that benefiting you?** I use Close to track sales activities, build pipelines, and access critical account information easily on mobile, enhancing my efficiency in the field. ### 18. Effortless CRM with Powerful Dialer Features **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver C. **Reviewed Date:** September 27, 2025 **What do you like best about Close?** I appreciate the ease of setting up Close; it's straightforward and allows me to manage emails, assign staff, and build pipelines efficiently. I love the powerful integration capabilities, particularly for managing leads and opportunities through a clean power dialer. The management and communication tools, including the ability to text and call directly from the platform, are invaluable for maintaining seamless sales operations. **What do you dislike about Close?** I feel like Close is somewhat lacking in terms of integrations. While other platforms like Go High Level offer the ability to create workflows in-house, I would like more customization options over workflows in Close, particularly concerning the integration of email and SMS campaigns and templates. I desire the ability to elevate this functionality to the next level without overcomplicating it, as some platforms can have too many features. It would be beneficial to have more control over pipelines and workflow building in Close. **What problems is Close solving and how is that benefiting you?** I use Close to effectively integrate leads, manage sales opportunities, and track team metrics, which boosts productivity and ensures efficient sales communication. ### 19. Perfect Internal Team Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony B. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 10, 2025 **What do you like best about Close?** What I like most about Close is how the onboarding for my immediate team was. At the moment I have everyone who I communicate with daily signed up with their own subaccounts and we're able to manage each stage of our pipeline per job without any problems. Close support helped us assign roles based on team member responsibilities and from there I can view how everyone is doing on their daily assigned tasks through the custom dashboard we put together. With our subcontractors I can easily add them as contents to and send and receive messages from my personal number and email which saves a lot of time changing between apps and services. Highly recommend Close and I wouldn't switch it for anything else. I've now added my virtual assistant to my account and they have adopted the platform quickly. Great way to outsource work without long onboarding sessions. **What do you dislike about Close?** Assigned roles took a bit of work to understand. Once I got the help I needed all was good. **What problems is Close solving and how is that benefiting you?** Close is helping me solve all my internal team communication problems. Previously we were quite spread out (work from home and office employees) so outside of Zoom meetings communication was lacking. But with Close we have a 24/7 service outside of messaging apps we can use to stay informed with eachother. ### 20. Simplicity and Connectivity Shine, Needs Better Samsung Integration **Rating:** 3.5/5.0 stars **Reviewed by:** Matthew R. **Reviewed Date:** December 31, 2025 **What do you like best about Close?** I like the simplicity of Close, which makes it easy to use. I also appreciate the connectivity it provides within my company, allowing us to save messages and see who sent each one. Plus, I can listen to my call center's calls, which is really helpful. **What do you dislike about Close?** I can't link a separate number on my Samsung, and it doesn't let me call through a number outside of my connected cell. Also, with Samsung, I'm not able to record my calls. **What problems is Close solving and how is that benefiting you?** I like Close's simplicity and the connectivity within my company. It lets us save and review messages, and monitor call center calls effectively. ### 21. Email template make following up Fast and Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about Close?** The email template features that allow me to quickly send the next email **What do you dislike about Close?** I dislike that I can’t see what time exactly a person has opened an email I sent **What problems is Close solving and how is that benefiting you?** Close is helping me reach out to more people, faster than any other system I’ve used. ### 22. time saving sales funnels **Rating:** 4.5/5.0 stars **Reviewed by:** Rod M. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2025 **What do you like best about Close?** I'm fine-tuning my sales funnel at the moment but what Close allows you to do is with people that you're processing is good. You can see the income generated from each person and for the most part they can be moved along my process fairly easily. The best part for me is having categories I can place leads in after we've done a job or they haven't closed. I do a bit of calling with this, I purchased a number just to try it and I am slowly getting used to it. **What do you dislike about Close?** Most of the areas in Close require manual input therefore your numbers will be off If you miss something. Auto field input based on funnel outcomes would be cool to see. **What problems is Close solving and how is that benefiting you?** Most of all it's the communication aspects of Close that I like. Running a business is a social job and you lose a lot of people if you're not constantly keeping in touch. ### 23. A really great platform for sales company **Rating:** 5.0/5.0 stars **Reviewed by:** Mark W. | Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2025 **What do you like best about Close?** Everything. You don't need to upload your leads manually. In every lead you have, you can see the entire history, emails, calls and text in just one screen. Also, they got an AI to help you with enhancing your work like text and email. Everything is just perfect. **What do you dislike about Close?** I love everything about this platform. Maybe we can add some features where you can separate all your prospects. Like a room where you can monitor all your prospects and number of priotirities. **What problems is Close solving and how is that benefiting you?** You don't need to manually upload your leads, Close will do the job for you. You can also see every communication you have with your lead. Unlike the other, dialer is separate along with the emails and stuffs. Here in close, everything is in one place. Love it! ### 24. Effortless Pipeline Management with Smartviews **Rating:** 5.0/5.0 stars **Reviewed by:** Colton A. **Reviewed Date:** December 29, 2025 **What do you like best about Close?** I like Close because it's very easy to use and makes it simple to delegate customers to where they need to be. The Smartviews feature is nice, allowing me to create channels to properly follow up with current or prospective clients. I also appreciate that if I miss an opportunity, it's always on me and not the CRM. The initial setup was very easy, and I would confidently recommend it to others. **What do you dislike about Close?** N/A **What problems is Close solving and how is that benefiting you?** Close helps manage my sales pipeline, resolves follow-up issues, and prevents missed sales. Smartviews facilitate effective client follow-ups, ensuring any missed opportunities are my fault, not the CRM. ### 25. Took a little getting used to but it is now a valid time-saver. **Rating:** 4.5/5.0 stars **Reviewed by:** John T. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2025 **What do you like best about Close?** I really like the new AI the suggested actions. It removes an issue we have with people forgetting to properly set the next action on a lead. I like the templating of standard emails (features works well) and mostly like the way the pipeline works. **What do you dislike about Close?** I need the ability to insert snippets of text into an email from a template. For example, we have a Price Match Guarantee that I would like to include the text for in the middle of an email I am composing by hand and it doesn't appear to all me to do that. The exporting needs to be better. I need to be able to export contacts in a more granular fashion. For example, I often want to export contact information for all of the Superintendents in Michigan and I can't do that - I get all the contacts for any lead that has a Superintendent. In both of these instances, we have to use third party tools to perform these tasks. **What problems is Close solving and how is that benefiting you?** It runs our entire marketing and sales pipeline and it will soon be running our entire account management process. It is a good way to keep track of prospects/customers, see activity, oversee sales representatives and account managers, speed up processes to allow people to handle more workload. ### 26. Keeps Work Easy with Always-Ready, Intact Information. **Rating:** 4.0/5.0 stars **Reviewed by:** Ralph G. | Business Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** February 02, 2026 **What do you like best about Close?** It keeps the work easy. All information are intact and ready to check all the time. **What do you dislike about Close?** Sometimes, the lead status bothers me. Sometimes it goes to the right tab, sometimes it won't. **What problems is Close solving and how is that benefiting you?** Close is solving a lot of things. Mostly for lead arrangement, statuses and updates. ### 27. Effortless Communication and Organization with Close **Rating:** 4.5/5.0 stars **Reviewed by:** Michael J. **Reviewed Date:** January 14, 2026 **What do you like best about Close?** I like the ease with which I can communicate with many people and automate some of that communication in Close. I also appreciate being able to organize contacts and add tasks easily. The initial setup was pretty easy too. **What do you dislike about Close?** I find the communication log history, especially for text messages, challenging. There's no easy way to review sent text history; you have to dig for it through activities. **What problems is Close solving and how is that benefiting you?** I use Close for organization and mass communications. It makes it easy to communicate with many people, automate communication, organize contacts, and add tasks. ### 28. Fast Lead Filtering and All-in-One Communication That Saves Time **Rating:** 5.0/5.0 stars **Reviewed by:** Yuliya I. | Closer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Close?** Being able to filter leads quickly and easily as well as having all communication options all at one place really saves a lot of time. **What do you dislike about Close?** Sometimes, some contacts may be merged, making the identification more confusing. **What problems is Close solving and how is that benefiting you?** It's quick, it loads fast and calling is just a button away. ### 29. Fast, Easy, and Efficient Client Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Michelle B. **Reviewed Date:** February 03, 2026 **What do you like best about Close?** I like that Close is fast and easy to use. I enjoy the fact that it is linked to re, allowing me to send out quotes fast and directly to clients. **What do you dislike about Close?** Sometimes there can be some issues with Close not working for a number of colleagues. But that's not all the time. **What problems is Close solving and how is that benefiting you?** Close allows me to see which cases are open, what needs closing, and communicate with clients. It's fast, easy, and helps send quotes directly to clients. ### 30. Made for Tradies **Rating:** 5.0/5.0 stars **Reviewed by:** Luke J. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about Close?** Really good product. Coming from a fast moving industry, time is always important and Close gives me and my crew the chance to make the best use of ours. We got set up by a Close support team member and we've been going strong. Auto reminders, team calls, shared calendars, we're never behind on work and can always keep up to date no matter which job site were on. Just topped up my account today for another month of heavy use. **What do you dislike about Close?** Workflows required some time to organize, better docs and instructions on this would be nice. **What problems is Close solving and how is that benefiting you?** Big benefits when it comes to outbound calling. We have a small sales team who calls overseas and they've been going strong since we got them on Close. All our meetings are done inside Close as well. ### 31. Efficient and User-Friendly CRM for Tracking Accounts **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** September 08, 2025 **What do you like best about Close?** Close makes managing leads and updating client accounts simple and efficient. The interface is clean and intuitive, making it easy to navigate between accounts, track communications, and update statuses quickly. I especially like how seamlessly it integrates calling, emailing, and note-taking, which helps me stay organized and manage my workflow effectively. The search and filtering features also save a lot of time when working with multiple accounts. **What do you dislike about Close?** While Close is generally very user-friendly, I’ve noticed that reporting and analytics could be more customizable. For example, generating detailed insights across multiple accounts sometimes requires exporting data instead of having everything displayed directly in the dashboard. **What problems is Close solving and how is that benefiting you?** Close helps me streamline account management and client communication. By keeping all emails, calls, notes, and updates in one place, it eliminates the need to switch between multiple tools. It allows me to track account progress, follow up with leads efficiently, and stay organized with my daily tasks. This saves me time, improves productivity, and ensures nothing falls through the cracks when managing multiple clients. ### 32. Sales Team Lead **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob P. | Appointment Setter, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2025 **What do you like best about Close?** The efficiency for reps to dial leads and organize them. Speed to lead is made easy and organization of them Much more simpler to go through the lead to see what's happened **What do you dislike about Close?** Looking at overall stats for reps so I can have an organized view of our metrics. For example, how many leads actually picked up the phone day of. Would like to have an overview of where the reps are even during the day so I know where to jump in and help, kind of like how salesforce has a dashboard **What problems is Close solving and how is that benefiting you?** with the Close Notetaker so its simpler to go over our closer's calls and pinpoint areas of opportunity without having to listen to the entire 40 minutes and with AI Enrich being able to essentially lead score the leads so the day is more efficient for the dialers ### 33. One of the best Sales tools out there **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2025 **What do you like best about Close?** Close CRM is my go-to sales tool because: - All-in-one contact management - Track calls, emails, and SMS in one place. - Highly customizable – Tailor pipelines, templates, and fields to fit my workflow. - Power Dialer – One-click calls, local presence, and auto-logging save time. - Smart automation – Auto-reminders, sequences, and workflows reduce manual work. - clear analytics – Easy performance tracking for better decision-making. Efficient, flexible, and built for sales. **What do you dislike about Close?** Limited marketing tools - No built-in email marketing or landing pages. - Basic reporting – Lacks deeper analytics compared to some competitors. - Mobile app limitations – Less functionality than the desktop version. - steeper learning curve - Takes time to master all features. **What problems is Close solving and how is that benefiting you?** With Close CRM, I always know who was contacted, when, and how —whether by email, phone, or SMS. The platform gives me a complete overview of every conversation, so nothing gets lost. Plus, it automatically logs calls, saving me from manual tracking. ### 34. Seamlessly Manages Pipelines, Easy Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Benjamin M. | Sustainable Procurement, Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Close?** I find Close easy to use, which is important for pipeline management and customer response. I also value its forecasting feature. The initial setup was very easy, making it a smooth start. **What do you dislike about Close?** Integration to VOIP **What problems is Close solving and how is that benefiting you?** I use Close for customer response and pipeline management; it's easy to use. ### 35. in-depth and scalable business management **Rating:** 5.0/5.0 stars **Reviewed by:** Troy W. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Close?** Wonderful platform for most business related metrics. Like how I can keep all my sales guys on the account and assign them different leads based on the project we're doing and to follow up with that we can monitor how much easy sales team member is making each month. Using our personal phones for SMS has been a great way as well to keep our customers and leads up to date with our working processes. Close has done a good job at making something that doesn't take long to learn and teach to other people. **What do you dislike about Close?** SMS functions are difficult to set up here in NZ but it's not impossible. I still highly recommend this platform and don't think this should be seen as a bad thing. **What problems is Close solving and how is that benefiting you?** Primarily helping me solve a lot of customer conversation problems. My team is always assigned their leads and can speak with them easily without needing business phones and additional plans. ### 36. Easy to Use and Functional, But Needs More Automation Options **Rating:** 4.0/5.0 stars **Reviewed by:** Kade F. | Text Setter, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Close?** I enjoy how easy it is to use, but also it is functional. There usually are not many times where I feel like the system does not function properly. **What do you dislike about Close?** I wish close had a few more automation options that would make it easier flowing. Although I feel like it Close functions very well, I think those automations could continue to improve. **What problems is Close solving and how is that benefiting you?** It is allowing me to communicate with Leads at a very high rate. I can text leads and keep up with them very easily. ### 37. Effortless Task Management and Peace of Mind **Rating:** 5.0/5.0 stars **Reviewed by:** Wemby C. | Customer Success Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2025 **What do you like best about Close?** I really value how user-friendly this is, and how simple it makes organizing my tasks. The thoughtfully designed interface gives me peace of mind, as it remains free of clutter! **What do you dislike about Close?** There is none actually. Whenever there's outage, they always put a banner a head of time for notice allowing us to adjust. **What problems is Close solving and how is that benefiting you?** Close is a straightforward and user-friendly CRM, yet it also provides a comprehensive record of events. ### 38. Unmatched Customization—The Best CRM I've Used **Rating:** 5.0/5.0 stars **Reviewed by:** Kanyin O. | Senior Underwriter, Small-Business (50 or fewer emp.) **Reviewed Date:** January 05, 2026 **What do you like best about Close?** I appreciate how easy it is to customize this to match my workflow. **What do you dislike about Close?** There is nothing negative to mention. Out of the five CRMs I tested, this one stands out as the best. **What problems is Close solving and how is that benefiting you?** Pipeline management, ease of onboarding my team, affordability, all in one (email, sms, dialer, workflows) extremely affordable ### 39. new personal phone dialler **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Close?** Super convenient dialler. I am able to purchase multiple phone numbers for different countries and regions. There's even an option to import numbers directly from Twilio (just found out about this) if you have extremely location specific numbers. Best part is I can connect my personal mobile number to Close, use my own phone plan, and make calls from a web browser, the phone app, and the desktop app. This is a great option to have and helps me a lot when it comes to making on the go calls. Connecting my personal and Gmail has also been good for my lead gen Google form submissions. This is one of the best all-in-one platforms out there. **What do you dislike about Close?** More phone number options would be nice to have. Choose by location not just a random number. **What problems is Close solving and how is that benefiting you?** Close is really helpful when it comes to employee comms. I am slowly getting my office team onto the platform and the on-site crew too. ### 40. Reliable CRM with Stellar Support and Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron H. **Reviewed Date:** October 10, 2025 **What do you like best about Close?** I love how easy it was to set up Close, making the onboarding process smooth and straightforward. The automatic call, email, and text tracking features are fantastic, allowing me to stay organized and manage tasks efficiently. I also appreciate the outstanding support from the team whenever issues arise. The reliability and streamlined process are key benefits that enhance my productivity and contribute to my positive experience with Close. **What do you dislike about Close?** I dislike that the color coding for text, email, and call notifications in Close is not distinct enough. They all appear in similar shades of blue, making it difficult to quickly differentiate between them. **What problems is Close solving and how is that benefiting you?** Close organizes my recruitment process, supporting potential hires tracking. It offers automatic call, email, and text tracking, task assignment, and outstanding support, making my processes reliable and streamlined. ### 41. Simple CRM with Potential for Improved Call Features **Rating:** 3.5/5.0 stars **Reviewed by:** Loui X. **Reviewed Date:** September 12, 2025 **What do you like best about Close?** I love how easy it was to set up Close; it’s pretty self-explanatory and everything is right in front of me, making it quick to handle. The software’s ability to merge duplicative files and keep me updated with notifications is very useful for my job. I appreciate the functionality of contacting clients through SMS, call, or email while having access to past client history, which enhances our engagement. The simplicity of Close and its efficiency in maintaining client communications from past to present is remarkable. **What do you dislike about Close?** I would like to see improved accessibility for calling and texting. Having more control over calls, such as the ability to mute myself or put a call on hold, would enhance the user experience. **What problems is Close solving and how is that benefiting you?** Close merges duplicative files and updates me with notifications, simplifying my tasks. It enables seamless client communication, organizing past interactions for informed engagement. ### 42. Easy Call Handling, Needs Bug Fixes **Rating:** 5.0/5.0 stars **Reviewed by:** Joel A. **Reviewed Date:** December 29, 2025 **What do you like best about Close?** I like how Close helps me dial calls very easily and starts dialing without a dial tone. This feature is better than GHL. I appreciate the better ease of use it offers. Overall, the setup took a while to understand, but it's good. **What do you dislike about Close?** Sometimes it's a bit buggy. Like it'll not ring sometimes or I can't go to the previous screen if I'm already making a call. **What problems is Close solving and how is that benefiting you?** I use Close for setting calls easily at work. It dials calls without a dial tone, which is more efficient than GHL. ### 43. Streamlined Insurance Sales with Auto Dialing **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia S. **Reviewed Date:** January 12, 2026 **What do you like best about Close?** I really enjoy using Close's dialer and the feature that uploads numbers automatically. Before, I had to load numbers each day manually, but now it's set up to do it for us daily. Without Close, I wouldn't be able to auto dial the list of numbers I have every day. **What do you dislike about Close?** there is not a thing I do not like about Close **What problems is Close solving and how is that benefiting you?** Close automatically uploads numbers and enables auto-dialing, saving me the daily task of loading numbers manually, which makes my work smoother. ### 44. Efficient Client Management, Needs Improved Call Alerts **Rating:** 5.0/5.0 stars **Reviewed by:** Ismail N. **Reviewed Date:** January 07, 2026 **What do you like best about Close?** I really like seeing if emails have been read. It's great being able to send emails and have templates readily available. I also find the initial setup to be easy. **What do you dislike about Close?** I don't like not receiving calls on the PC. It would be better if I got a notification regarding who called. **What problems is Close solving and how is that benefiting you?** I use Close for potential customer interaction and keeping an overview of different clients. I like seeing if emails have been read, and I appreciate being able to send emails and have templates. ### 45. solid lead management and project valuing **Rating:** 5.0/5.0 stars **Reviewed by:** Geordie P. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Close?** I'm lucky to have come across Close. Their crm has been helping me group all my contacts into one place while being able to manage them depending on their relationship with my business. New leads have become easier to sign up for jobs and my close rates and numbers are all in one place for me to look over each month. Close is built for sales, what more would you need? **What do you dislike about Close?** I have nothing bad to say about Close. Everything works as it should. **What problems is Close solving and how is that benefiting you?** Managing my active jobs and seeing where my income is coming from. I can assign leads a custom field based their service and now I can get a really fine idea of what is most popular with me and what areas of my city are most active during the high and low seasons. ### 46. Streamlined CRM that helps us close more deals, faster. **Rating:** 5.0/5.0 stars **Reviewed by:** Justin R. | Financial advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about Close?** Close is built for sales teams that want speed, clarity, and results. The built-in calling and email features are extremely efficient—it cuts down the need to switch between tools. The Smart Views and search filters are powerful and intuitive, making it easy to track leads and stay organized. Its automation features (like sequences and follow-ups) save a ton of time and boost productivity. We also love the detailed activity tracking and real-time notifications. It’s truly a CRM that feels like it was built by people who understand sales. **What do you dislike about Close?** There’s a bit of a learning curve at the start, especially when setting up custom fields and Smart Views for more complex workflows. Also, while it integrates well with tools like Zapier, some native integrations with popular platforms (like LinkedIn or WhatsApp) would improve the experience. The reporting features, while solid, could use more customization and visual dashboards. **What problems is Close solving and how is that benefiting you?** Close helps us centralize all sales activities—from email outreach to calls and task follow-ups—in a single platform. Before using Close, we struggled with scattered communication, forgotten follow-ups, and a lack of visibility into our pipeline. Now, everything is streamlined and traceable. Our response time is faster, our deal tracking is clearer, and our close rate has improved. It also helps us onboard new team members quickly thanks to the intuitive interface and automations. ### 47. Organized System, But Priced Too High **Rating:** 3.5/5.0 stars **Reviewed by:** Angela G. **Reviewed Date:** September 08, 2025 **What do you like best about Close?** I love the workflows that we can send out in Close. It's a very organized system for our business that helps us work smart. I can easily blast out text messages without having to go to each lead one by one, which saves me time to focus on money-making activities. **What do you dislike about Close?** The price is too high. There’s another investor-friendly platform like Close that's way cheaper. I'm part of a real estate community, and everybody is going with that CRM versus this one. **What problems is Close solving and how is that benefiting you?** I love how Close organizes workflows, allowing me to send out text messages efficiently, saving time for money-making activities. ### 48. Very fast answer and correctly processed **Rating:** 5.0/5.0 stars **Reviewed by:** Esmir H. | Sales Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Close?** I am a fan of AI, and I find it very rational and practical for sales. **What do you dislike about Close?** Nothing to dislike , it is near to shopify app i like it. **What problems is Close solving and how is that benefiting you?** Sales ### 49. Powerful Dialer with Seamless Communication Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan B. | Sr Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2026 **What do you like best about Close?** Power dialer, call, email and sms integration. **What do you dislike about Close?** it can load a little slow sometimes. Wish I could add a small 1 to 2 second delay to the power dialer so slower lead web sites have a chance to load before connecting **What problems is Close solving and how is that benefiting you?** comms integration ### 50. super simple sales processing and customer value tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Jordan G. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2025 **What do you like best about Close?** Hands down one of the coolest crms that I have used. I especially like that Close gives the user the option to organize tracked metrics such as accumulated customer income throughout the month. There are things on here that I would never have thought of paying attention to but now that I can see what's available I've had a chance to revaluate what I would like to monitor. In regard to handling contacts, again it's super simple to use and every customer is a few clicks away from being able to message or call them. Landscaping is a industry where you're always on the road going from job site to job site and I can't always be at my laptop. The Close app is a life-saver. Like I mentioned, I can't always be at my laptop so the app is almost like a secondary phone provider but I have access to emails and pipelines as well. Would love to teach my receptionist how to use this for out front desk operations. All I'll mention is be prepared to wait 3 to 5 days for your regulatory bundle to be approved so you can by a national number. Overall, Close has my loyalty as a long-term user and the more I use this software the more sense it makes to keep it in my tech stack. **What do you dislike about Close?** My user interface glitches sometimes. This might be a laptop problem on my end though. I'm on a lower end product and haven't had the used the Close desktop app just yet. **What problems is Close solving and how is that benefiting you?** Close is helping me solve a few tracking issues that I've had when it comes to my specific sales process. Previously I never had anything that is dedicated to visualizing my sales process for customers and jobs. Now I can measure where I need to improve or focus more of my efforts for customer interactions. Needed Close more than I knew. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+18%3A35%3A11+-0500&secure%5Bsession_id%5D=f675223a-c0ac-442c-9e63-b407ba388116&secure%5Btoken%5D=cb3675c767a9ccecd19203ff49de8e25d14887b796fb1f715dcc0da4bf8b040f&format=llm_user) ## Close Integrations - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Back Office](https://www.g2.com/products/back-office/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) - [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 Analytics](https://www.g2.com/products/google-analytics/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) - [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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **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 **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 **Channels** - Multi-Channel Coverage - Open Listening - Physical Media **Platform** - Omnichannel - Mobile Access - Queue Management - Call Routing - Call Back - IVR - Automatic Call Distribution **Generative AI** - AI Text-to-Speech **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 **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 **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 **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Agent Tools** - Whisper Coaching - Callback Scheduling - Call Recording **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance **Workforce Management** - Call Monitoring - Performance Evaluation **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 **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 **Contacts** - Personalization - Information Locater - Record Prospect Data **Performance Analysis** - Coaching - Peformance 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 **Generative AI** - AI Text Generation - AI Text Summarization **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 **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Sales Analysis** - ROI Forecasting - Sales Forecasting **SMS Platform** - Reporting - Automation - API Integration **Generative AI** - AI Text Generation **Agentic AI - Auto Dialer** - Autonomous Task Execution - Cross-system Integration **Enterprise Integration & Deployment - Conversational Interface Agents ** - Enterprise Application Integrations - Security & Access Controls **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **AI Capabilities - Auto Dialer** - Call Prioritization and List Optimization - Compliance Monitoring - Speech Analytics and Sentiment Analysis **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **AI Automation - SMS Marketing** - AI SMS **AI Content Generation - SMS Marketing** - AI SMS **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Inbound Sales** - Data Enrichment - Inquiry Routing - Feedback Collection - Real-Time Engagement - Lead Qualification ## 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 (24,668 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,270 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)