--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2068 reviews by the users' company size, role or industry to find out how Close works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 2068 scale: '5' date_modified: '2026-08-10' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Close Reviews **Vendor:** Close **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,068 ## About Close Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity. ## Close Pros & Cons **What users like:** - Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity. (819 reviews) - Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams. (441 reviews) - Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly. (394 reviews) - Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. (387 reviews) - Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience. (358 reviews) - User Interface (323 reviews) - User-Friendly (322 reviews) - Efficiency (320 reviews) - Time-saving (313 reviews) - Lead Management (309 reviews) **What users dislike:** - Users find that **missing features** on the mobile app limit functionality compared to the desktop version. (244 reviews) - Users often face **call issues** like disconnects from devices, affecting their overall experience with Close. (181 reviews) - Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options. (130 reviews) - Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation. (95 reviews) - Users find the **learning curve challenging** due to merging complexities and limited customization options in Close. (92 reviews) - Lead Management (80 reviews) - Bugs (78 reviews) - Integration Issues (77 reviews) - Expensive (76 reviews) - Software Bugs (74 reviews) ## Close Reviews ### 1. 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. ### 2. 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. ### 3. 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. ### 4. Close CRM is a fast, sales-focused tool uniting calls, emails, and SMS for outbound teams. **Rating:** 4.5/5.0 stars **Reviewed by:** Anand P. | Engagement Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2025 **What do you like best about Close?** Because it is focused primarily on sales/outreach, Close tends to have a simpler UI and faster learning curve in those areas (for outbound-heavy teams), compared to more general CRMs or those built for marketing and customer service **What do you dislike about Close?** Larger CRMs (Salesforce especially, also HubSpot) have hundreds or thousands of integrations, robust marketplaces, lots of add-ons. Close has integrations, but fewer out-of-box for very niche or advanced tools. If you have a complex tech stack, that matters. **What problems is Close solving and how is that benefiting you?** 1. Manual tracking leads to forgotten or delayed outreach. 2. Difficult to see where deals stand or which leads need priority. 3. Calls, emails, and SMS are in one platform → less context-switching, faster workflows. 4.Speeds up outreach → more leads contacted in less time. ### 5. User-Friendly CRM with Effortless Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Alayna B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Close?** I love how Close is so simple to use and user-friendly. I never have any issues at all. The calling feature is my job's focal point, and it's excellent. I also appreciate the notes capability, which lets me create a digital trail of updates for myself and coworkers. The initial setup was so incredibly easy, which I really liked. **What do you dislike about Close?** Nothing **What problems is Close solving and how is that benefiting you?** Close helps with organizing leads, making calls, and communicating with other employees. I rely on the notes capability to keep track of client updates digitally. ### 6. Versatile CRM with Exceptional Support **Rating:** 4.5/5.0 stars **Reviewed by:** Marisa O. **Reviewed Date:** February 10, 2026 **What do you like best about Close?** I find Close very easy to use and flexible. I appreciate that the support team takes notes on feedback or features that are not currently available and keeps me informed if there are any changes. The initial setup was easy. **What do you dislike about Close?** I wish I could look at the lead info first before it jumps into the next call with power dialing. I can do it manually but it is not as easy. We would like for it to integrate fully with Shopify so data doesn't have to be manually entered. **What problems is Close solving and how is that benefiting you?** I use Close to keep all communication in one place, manage reporting, and streamline pipeline management. ### 7. User-Friendly CRM with Intuitive UI, Needs Simpler Filters **Rating:** 4.5/5.0 stars **Reviewed by:** Arian P. **Reviewed Date:** November 08, 2025 **What do you like best about Close?** I really enjoy using Close because of its ease of use. Its user interface is not only nice to look at but also clean and functional, making it straightforward to manage customer relationships effectively. The intuitive design significantly reduces the complexity usually associated with CRM tools, enabling me to focus more on making sales calls and less on navigating the software. Additionally, the initial setup of Close was very easy, which helped me get up and running quickly. These aspects collectively enhance my productivity and make Close a valuable tool in my daily workflow. **What do you dislike about Close?** I find the filtering system in Close to be problematic. There are too many filters available, which makes it confusing to use. This abundance can overwhelm my workflow instead of simplifying it, and I struggle to efficiently manage or simplify the filtering process. **What problems is Close solving and how is that benefiting you?** I use Close to manage customer relationships easily with its clean and functional UI, simplifying our CRM tasks. ### 8. Streamlined CRM with Impressive Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Mack M. **Reviewed Date:** November 08, 2025 **What do you like best about Close?** I like that Close allows me to automate my business operations efficiently and effectively. The capability to automate tasks significantly enhances my productivity, enabling me to assist my clients more proficiently. I find Close invaluable as it centralizes various aspects of my work, such as handling leads, managing calls, taking notes, and maintaining client information. This integration ensures all essential functions are streamlined, thereby simplifying my workload and enhancing the overall efficiency of my business. Additionally, the automation feature of Close allows me to create workflows that perform tasks in the background while I continue running my business, which not only speeds up processes but also enhances my producibility. The initial setup of Close was straightforward and hassle-free, which is another aspect I appreciate. **What do you dislike about Close?** I feel like the connection on Close could be improved just a little bit. Sometimes it takes a while for me to establish a connection. **What problems is Close solving and how is that benefiting you?** I use Close to centralize my CRM, manage leads, calls, notes, and client information, streamlining my business operations. Its automation feature enhances efficiency, supporting background workflows and facilitating better client service. ### 9. Intuitive CRM That Streamlines Lead Management **Rating:** 5.0/5.0 stars **Reviewed by:** Luke C. | Chief Program Advisor **Reviewed Date:** January 30, 2026 **What do you like best about Close?** I like how the interface of Close is very user-friendly. It's not complicated to use and is very simplified. It means for the company, nobody's getting lost in the CRM, and it doesn't take long to get used to. Even from zero experience, maybe a couple of hours is enough for someone to know how to navigate through the inboxes, opportunities, workflows, and more. The initial setup is super easy and super simple, taking less than ten minutes to get someone logged in and showing them around the interfaces. **What do you dislike about Close?** nothing **What problems is Close solving and how is that benefiting you?** Close makes sure every single lead is captured and called, ensuring nobody's missed. It's just a great CRM. ### 10. All-in-One CRM That Supercharges Sales and Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2025 **What do you like best about Close?** What I appreciate most about Close is that it serves as an all-in-one CRM, streamlining communication and sales management to be both simple and efficient. By consolidating calls, emails, SMS, and tasks into a single platform, it removes the hassle of juggling multiple tools. The built-in calling features, such as the Power Dialer and Workflow Automation, enable teams to save time and maintain organization, which is especially valuable when managing a high volume of outreach. Its pipeline and reporting tools provide clear insights into deals and performance, making it straightforward to monitor progress and spot new opportunities. Close also strikes a good balance between automation and personalization, letting users automate routine follow-ups while still maintaining a personal touch. Additionally, it integrates smoothly with other tools like Zapier, Slack, and Google Workspace, and offers a robust API for creating custom workflows. In summary, Close distinguishes itself as a practical and intuitive CRM that genuinely enhances productivity and supports growth. **What do you dislike about Close?** Honestly, I can't say there's anything I truly dislike about Close. The platform is intuitive and dependable, making it easy to manage communication and sales processes effectively. Each feature is thoughtfully designed and serves a clear function, contributing to an overall experience that has been consistently smooth and positive. **What problems is Close solving and how is that benefiting you?** Close addresses several major challenges that sales and client-focused teams often encounter. By consolidating calls, emails, SMS, and pipeline management into a single platform, it removes the hassle of switching between multiple tools for communication, lead tracking, and follow-ups. This unified approach not only saves time but also minimizes mistakes and ensures the whole team stays on the same page. Personally, I find the greatest advantage to be the boost in efficiency and organization. Close allows me to manage all my conversations and deals from one location, monitor the status of each lead, and automate routine tasks such as follow-up reminders. The integrated calling and email tracking features make it easier to maintain consistent client communication, so I never miss an opportunity. In summary, Close streamlines the sales process, enhances productivity, and lets me dedicate more time to building relationships and closing deals instead of dealing with fragmented systems. ### 11. Effortless Deal Management with Power Dialer **Rating:** 4.0/5.0 stars **Reviewed by:** Alex M. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2026 **What do you like best about Close?** I use Close for lead management and closing deals as efficiently as possible. I really like the automated workflows and the power dialer. I believe phone calls are the personal touchpoints you need to build relationships off of, and those features put them at the center of outreach. Also, the initial setup of Close was very easy for me. **What do you dislike about Close?** Leads never become "accounts" when they are closed **What problems is Close solving and how is that benefiting you?** I use Close for lead management and closing deals efficiently. The automated workflows and power dialer center phone calls in outreach, helping build relationships. ### 12. Amazing experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel B. | VP Property and Casualty Producer , Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2025 **What do you like best about Close?** Using Close CRM has completely transformed the way I manage my sales process. From the moment I started using it, I noticed how easy it was to get set up and actually enjoy using a CRM something I never thought I’d say. The built-in calling and email features save me so much time, and I love how everything is tracked automatically without any extra effort. I can clearly see where each deal stands, follow up faster, and focus more on building relationships instead of chasing down notes or updates. It honestly feels like the tool was built with real salespeople in mind, and it’s made my day-to-day workflow way more efficient and less stressful. This is the best CRM i have ever used by far i highly recommend 10/10! **What do you dislike about Close?** The only downside is i wish I found about this crm earlier. **What problems is Close solving and how is that benefiting you?** Cloe helped me save so much time following up with clients. I have also made 10x as many calls as I used to and this really helps me target a larger audience. ### 13. Centralizes Client Communication Seamlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Jairaka P. | Onboarding and Support Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2025 **What do you like best about Close?** I appreciate how Close allows me to keep all our client communications centralized, simplifying the management of interactions and ensuring everything is organized. The ability to search through the history under each account is particularly beneficial, enabling me to track the entire client journey from sales closure through onboarding, along with any inquiries made during their time on the platform. I like how intuitive and easy it is to navigate the app, as everything is clearly labeled and accessible, greatly enhancing usability. The integration with Zapier is also a positive aspect, allowing us to monitor account status changes efficiently. Additionally, the initial setup of Close was very easy, facilitating a smooth onboarding process for our team. Overall, the design and functionality of Close significantly support my role as the Director of Operations overseeing client interactions and support inquiries. The Close support team has also been incredible. **What do you dislike about Close?** There isn't anything at this time that I dislike. **What problems is Close solving and how is that benefiting you?** I use Close to centralize client communications, keeping everything organized and searchable. This helps track the entire client journey from sales to onboarding and support inquiries effectively. ### 14. User-Friendly CRM with Room for Phone Dialer Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Ethan S. **Reviewed Date:** February 03, 2026 **What do you like best about Close?** I find Close easy to use, which is great for my work as a CRM tool. I use the phone dialer a lot since my job requires heavy phone usage, and it fits my needs well. The initial setup of Close was pretty easy, which I really appreciate. **What do you dislike about Close?** I don't like that the phone dialer sometimes doesn't load the correct caller data when I'm using it. It could be better if there was more time between each call to prevent this. **What problems is Close solving and how is that benefiting you?** I use Close for tracking customer data. It's easy to use and has a phone dialer for my job, which involves heavy phone usage. ### 15. Close Is an Easy-to-Learn, Easy-to-Use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph M. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Close?** Close is very easy to learn and use as a CRM **What do you dislike about Close?** I havent ran into any downsides or anything i dislike about Close **What problems is Close solving and how is that benefiting you?** Close is solving the Sales Cycle as it goes from Prospecting to Closing the Deal, which helps me earn more. ### 16. affordable phone alternative for builers **Rating:** 5.0/5.0 stars **Reviewed by:** Brett A. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Close?** I've been using close for the last 9months and what i like is how cheap / inexpensive it is to use. phone usage costs are affordable and so is the crm aspect of close. I can spend an accumalated hours on the phone app having meetings and it's like my usage barely moves. **What do you dislike about Close?** the phone app could use some work. sometimes i get stuck on on the pipeline tab. **What problems is Close solving and how is that benefiting you?** Communication and job management. I can move customers in my pipeline and see who I need to follow up with for the day. ### 17. Effortless Contact Management, Invaluable Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Salvador D. **Reviewed Date:** October 27, 2025 **What do you like best about Close?** I love Close because it is by far my favorite platform for updating contacts, recording possible leads, and funneling them efficiently. I appreciate its very easy-to-use platform that has been a breeze to set up. The ease of uploading spreadsheets and creating contacts, along with the ability to use any kind of filter or details necessary for organizing my sheets and lists, has significantly improved my workflow. I'm able to manage and follow up in great detail with past clients or those reaching out, which has been immensely beneficial. The platform's integration with tools like Trellis, a phone dialer system, complements my operations effectively. I rate it highly with a 10 out of 10 for recommending it to others. **What do you dislike about Close?** I find the lack of screen recording and sharing features limiting. It would be helpful to create SOPs and share important information with my team seamlessly within Close. **What problems is Close solving and how is that benefiting you?** I find Close allows me to easily upload spreadsheets, create and organize contacts, and manage client follow-ups efficiently. ### 18. Streamlines Communication with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Katie W. **Reviewed Date:** November 30, 2025 **What do you like best about Close?** I love using Close because it provides the ability to see all communication and notes on any lead or client, which is incredibly valuable for managing interactions efficiently. I also enjoy the availability of communication templates, which makes reaching out to clients and leads much easier and more streamlined. This functionality simplifies the process of maintaining consistent and high-quality communication without much manual effort. Overall, these features significantly contribute to the ease and effectiveness of managing client interactions. **What do you dislike about Close?** I find there is a learning curve with Close, and I could benefit from more assistance on the front end as I learn the system. **What problems is Close solving and how is that benefiting you?** I use Close to manage communication, making it easy to email and text leads. I appreciate seeing all communication and notes on someone and enjoy using templates for streamlined communication. ### 19. The Best CRM for Streamlining Sales Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Liza B. **Reviewed Date:** October 22, 2025 **What do you like best about Close?** I find Close to be an exceptional CRM tool that significantly enhances my sales activities. I appreciate its smooth and easy setup process, which was one of the smoothest I've ever experienced, allowing me to start using it without any hassle. I am impressed by the AI features, especially their ability to summarize what happened on calls, making the sales processes faster and more efficient. The platform's feature alignment with sales processes is perfect, providing a clean and seamless experience. I love how Close allows opportunities and calls to be summarized through AI text, which gives me a clear view of the sales interactions. Additionally, I appreciate the visibility and organization of notes, where they can be pinned and are accessible to both setters and closers. The lead management feature stands out as it distinctly shows which leads are assigned to whom, ensuring everything is in the right place. Overall, Close is the best CRM in my experience, and its features make it the most optimal option for our sales team. **What do you dislike about Close?** The pricing of Close might be a concern, even though it is considered worth the price. **What problems is Close solving and how is that benefiting you?** I find the product speeds up the sales process, thanks to its AI features. It efficiently summarizes calls and aligns perfectly with our sales processes, making everything smoother and faster. ### 20. Friendly Setup and Easy to Get Started **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2026 **What do you like best about Close?** It was friendly to get going and set up. **What do you dislike about Close?** The integration of the AI was not the greatest. **What problems is Close solving and how is that benefiting you?** I cancelled because I decide to try a different idea. **Official Response from Sydney Nielsen:** > We're glad to hear you found Close easy to set up! Sorry to hear that you experienced issues with the AI integration. Shoot us a message and we can help sort it out (support@close.com). — Sydney ### 21. Effortless Lead Management and Communication **Rating:** 4.5/5.0 stars **Reviewed by:** Adel Z. **Reviewed Date:** October 21, 2025 **What do you like best about Close?** I find Close relatively straightforward and easy to navigate, which allowed me to fully utilize all its features in just a day or two. It efficiently solves problems by enabling me to dial leads very quickly and effectively find and communicate with them. The system allows me to be more effective in my communication endeavors. I appreciate the features such as pipelines, smart views, the inbox, and communication tools, which are particularly useful. The simplicity of finding leads and communicating effectively are aspects that would make me choose the platform again. Close handles approximately 90% of my required tasks, which is impressive for my needs. **What do you dislike about Close?** I dislike the lack of SMS messaging capabilities for reaching US leads and the inability to message leads from other countries, which limits communication flexibility. **What problems is Close solving and how is that benefiting you?** I use the product to dial leads quickly, find leads effectively, and enhance communication, significantly improving my sales efficiency. ### 22. Responsive UI and Useful Features, but Filtering and Power Dialler Need Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Stefan V. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Close?** Close is responsive with easy UI. Smart views are easy to use. Reports give accurate and easy to view data. **What do you dislike about Close?** It can be hard to set the right filters and that in itself requires training. Businesses add lots of fields etc which make it more complex. It would be good if we could use AI to establish filters. I don't like that the power dialer can't double dial, and then any time I want to do so I disconnect. Lately I think, but I can't confirm for sure, it seems like Close CRM has been using lots of CPU on my Macbook Pro M2 **What problems is Close solving and how is that benefiting you?** Easy to stay on top of follow up with prospects. ### 23. Simple to Learn Yet Surprisingly Complete and Customizable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 21, 2026 **What do you like best about Close?** Its simplicity combined with its completeness. Easy to learn and jump in with simple menus, but then you can customize a lot of stuff in the settings when motivated. **What do you dislike about Close?** The lack of built-in linkedin message and invate integration. The workflows are too limited as well. It is not possible to implement logic (if/else) and it is impossible to support multiple languages. **What problems is Close solving and how is that benefiting you?** Having a complete history of communication with customers and centralizing our sales pipeline. ### 24. 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. ### 25. 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. ### 26. 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 ### 27. 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! ### 28. 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. ### 29. 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. ### 30. 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. ### 31. 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 ### 32. 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. ### 33. 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. ### 34. 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. ### 35. 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! ### 36. 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. ### 37. 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. ### 38. 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. ### 39. 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. ### 40. 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. ### 41. 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. ### 42. 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. ### 43. 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. ### 44. 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. ### 45. 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. ### 46. 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! ### 47. 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. ### 48. 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. ### 49. 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. ### 50. 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. ## 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&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+21%3A18%3A18+-0500&secure%5Bsession_id%5D=1d1d982f-92c4-4035-a1f2-5c6bdc4495b2&secure%5Btoken%5D=ec83eb34579465fc9fdbf292c294a1687862be1592579628760e4369abd9c6d9&format=llm_user) ## Close Integrations - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Badger Maps](https://www.g2.com/products/badger-maps/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChargeOver](https://www.g2.com/products/chargeover/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Clay](https://www.g2.com/products/clay-com-clay/reviews) - [Clean Inbox for Gmail™](https://www.g2.com/products/clean-inbox-for-gmail/reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Voice](https://www.g2.com/products/google-voice/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Lusha](https://www.g2.com/products/lusha/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams Webinars](https://www.g2.com/products/microsoft-teams-webinars/reviews) - [Salesforce CRM Connector](https://www.g2.com/products/salesforce-crm-connector/reviews) - [Sendblue](https://www.g2.com/products/sendblue/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Stripe Terminal](https://www.g2.com/products/stripe-terminal/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zapier for G Suite](https://www.g2.com/products/zapier-for-g-suite/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Close Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Call Reporting - Automatic Call Distribution - Call Whispering - Callback Scheduling - CRM - Call Tagging - Dashboard - Call Recording - Alerts/Escalation - AI Copilot - Call Transcription - Queue Management - Manual Dialer - Call Tracking - Auto-Dialer - Call Monitoring - Activity Tracking - Multi-Channel Communication - Contact Management - Sentiment Analysis - Progressive Dialer - Voice Recognition - Reporting/Analytics - Monitoring - IVR - Call Logging - Chatbot - Third-Party Integrations - Outbound Call Center - Interaction Tracking - Voice Mail - Call Routing - Automated Responses - API - Call Transfer - AI Summarization - Call Center Management - Inbound Call Center - Surveys & Feedback - Chat/Messaging - Predictive Dialer - Blended Call Center - Caller ID - Generative AI - Performance Management - Computer Telephony Integration - Call Scripting **Feedback Management** - Feedback Management **Document Management** - Document Management **Reporting/Analytics** - Reporting/Analytics **Security & Compliance** - Security & Compliance **Human-in-the-loop (HITL)** - Human-in-the-loop (HITL) **Personalized Outreach** - Personalized Outreach **Conversational AI** - Conversational AI **Dynamic Modeling** - Dynamic Modeling **CRM Integration** - CRM Integration **Agent Customization** - Agent Customization **Omnichannel Outreach** - Omnichannel Outreach **Follow-Up Scheduling** - Follow-Up Scheduling **Lead Generation** - Lead Generation **Inquiry Routing** - Inquiry Routing **Multi-Channel Campaigns** - Multi-Channel Campaigns **Independent Decision Making** - Independent Decision Making **Outreach Performance Analytics** - Outreach Performance Analytics **Customer Interaction Automation** - Customer Interaction Automation **Problem Solving** - Problem Solving **Task Automation** - Task Automation **Prospect Prioritization** - Prospect Prioritization **Real-time Conversations** - Real-time Conversations **Sales Follow-Up** - Sales Follow-Up **Data Enrichment** - Data Enrichment **Lead Qualification** - Lead Qualification **Sales Automation** - Sales Automation **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Dialing Options** - Preview Dialing - Progressive Dialing - Predictive Dialing **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Link Shortening - SMS Messaging - Scheduled Messaging - Chat/Messaging - 2-Way Messaging **Channels** - Multi-Channel Coverage - Open Listening - Physical Media **Platform** - Omnichannel - Mobile Access - Queue Management - Call Routing - Call Back - IVR - Automatic Call Distribution - Call Transfer - Contact Management - Call Center Management - Multi-Channel Management - Survey/Poll Management - Campaign Management - Call List Management **Generative AI** - AI Text-to-Speech - Generative AI **Automation** - Sales Follow-Up - Feedback Collection - Document Processing - Lead Generation - Customer Interaction Automation **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Natural Language Interaction - Conversational Interface Agents ** - Natural Language Query Understanding - Multi-Turn Conversation Management - Voice & Text Interface Support **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Calling** - Record Calls - Call Types - Click-to-Call - Auto Dialer **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Agent Tools** - Whisper Coaching - Callback Scheduling - Call Recording - Real-Time Data - Live Chat - Call Scheduling **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance - Batch Communications - Multi-Channel Communication - On-Demand Communications - Interactive Content **Workforce Management** - Call Monitoring - Performance Evaluation - Real-Time Monitoring - Monitoring **Autonomy** - Problem Solving - Task Execution - Adaptive Responses - Independent Decision Making **Call Center Infrastructure (CCI)** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - Computer Telephony Integration - Multi-Language **Intent & Action Handling - Conversational Interface Agents ** - Data Retrieval from Connected Systems - Intent Recognition & Mapping - Action & Workflow Triggering **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Contacts** - Personalization - Information Locater - Record Prospect Data - Contact Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Automation** - Voice Activity Detection - Interactive Voice Response (IVR) - Call Scrubbing **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Administrative** - Call Recording - Reporting & Dashboards - Call Reporting - Real-Time Reporting **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Outbound Sales** - Follow-Up Scheduling - Prospect Prioritization - Multichannel Campaign Execution - Personalized Outreach - Outreach Performance Analytics **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Context & Personalization - Conversational Interface Agents ** - Conversation Context Persistence - User Identity & Permission Awareness **Additional Functionality** - Chat/Messaging - Customer Database - Customizable Branding - Call Recording - Autoresponders - IVR - Email Management - Template Management - SMS Messaging - Surveys & Feedback - Content Management - Knowledge Base Management - Compliance Management - Multi-Language - Interaction Tracking - Third-Party Integrations - Social Media Integration - Workflow Management - Customer History - Activity Dashboard - AI Copilot - Video Support - CRM - Inbox Management - API - Alerts/Notifications - Feedback Management - Reporting & Statistics - Collaboration Tools - Activity Tracking **Additional Functionality** - Chat/Messaging - Multi-Channel Communication - Customer History - Alerts/Notifications - Real-Time Analytics - Phone Key Input - Call Logging - Customizable Reports - Real-Time Data - AI Copilot - CRM - Reporting & Statistics - Activity Tracking - Live Chat - Call Scripting - Contact Database - Voice Mail - Voice Customization - API - Call Tracking - SMS Messaging - Callback Scheduling - Caller ID - Predictive Dialer - Surveys & Feedback - Auto-Dialer - Pre-recorded Messages - Real-Time Notifications - Multiple Scripts - Interaction Tracking - Call Disposition **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking - AI/Machine Learning **Sales Analysis** - ROI Forecasting - Sales Forecasting **SMS Platform** - Reporting - Marketing Automation - API Integration - QR Codes **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - Auto Dialer** - Autonomous Task Execution - Cross-system Integration - Third-Party Integrations - Computer Telephony Integration **Enterprise Integration & Deployment - Conversational Interface Agents ** - Enterprise Application Integrations - Security & Access Controls **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Meeting Management - AI Copilot - Reminders - Recommendations - Lead Distribution - Workflow Management - Performance Management - Dashboard - Email Management - Lead Management - Activity Tracking - Email Templates - Third-Party Integrations - Customizable Fields - Sales Pipeline Management - Generative AI - Automatic Call Distribution - Call Monitoring - Lead Capture - Deal Management - Call List Management - Multi-Channel Communication - Call Recording - For Contact Centers - CRM - Data Management - Calendar Management - Chat/Messaging - Lead Qualification - API - Task Management - Interaction Tracking - Reporting & Statistics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Campaign Planning - Multi-Language **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **AI Capabilities - Auto Dialer** - Call Prioritization and List Optimization - Compliance Monitoring - Speech Analytics and Sentiment Analysis - Call Monitoring - Real-Time Monitoring - Reporting/Analytics - Text to Speech **Additional Functionality** - AI Copilot - Activity Tracking - Call Routing - Call Scripting - Contact Management - Power Dialer - Preview Dialer - Auto-Dialer - Call Tracking - Real-Time Reporting - Customer Database - Lead Management - Predictive Dialer - Call Center Management - Integrations Management - Activity Dashboard - Automatic Call Distribution - Campaign Management - Generative AI - Interaction Tracking - Caller ID - Call Transfer - Call Disposition - Voice Mail - Chat/Messaging - Automatic Outbound Dialer - Call Reporting - API - Contact Database - Lead Capture - CRM - Call List Management - Progressive Dialer - Campaign Specific Caller ID - List Management - Customizable Fields - AI/Machine Learning - Reporting & Statistics - Multi-Channel Communication - Alerts/Notifications - Multi-Campaign - Workflow Management - Call Logging - Lead Distribution - Queue Management - Inbound Call Center - For Sales Teams/Organizations - Data Security - Outbound Call Center - Performance Management - Compliance Management - Mobile Access - Email Management **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **AI Automation - SMS Marketing** - AI SMS **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Generative AI** - Generative AI - Proposal Generation **AI Content Generation - SMS Marketing** - AI SMS **Additional Functionality** - Campaign Scheduling - Reputation Management - Polls/Voting - Compliance Management - Customer Segmentation - Landing Pages/Web Forms - AI Copilot - API - Text-to-Win - Mobile Coupons - Natural Language Processing - Customizable Templates - Drip Campaigns - Contact Management - Activity Tracking - Communication Management - Reporting/Analytics - Keyword Tracking - Multi-Campaign - Mass Texting - Interaction Tracking - Alerts/Notifications - Consent Management - Engagement Tracking - Open Rate Tracking - Generative AI - Automated Responses - Reporting & Statistics - Templates - Survey Builder - Contact Database - Real-Time Notifications - Customizable Fields - Reminders - Mobile Alerts - Automated Scheduling - Campaign Management - MMS - Event Triggered Actions - Mobile Keywords - Audience Targeting - Activity Dashboard - Template Management - Autoresponders - Survey/Poll Management **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Inbound Sales** - Data Enrichment - Inquiry Routing - Feedback Collection - Real-Time Engagement - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Close Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,300 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 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