--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2066 reviews by the users' company size, role or industry to find out how Close works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 2066 scale: '5' date_modified: '2026-08-10' 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:** 2,066 ## About Close Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity. ## Close Pros & Cons **What users like:** - Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity. (819 reviews) - Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams. (441 reviews) - Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly. (394 reviews) - Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. (387 reviews) - Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience. (358 reviews) - User Interface (323 reviews) - User-Friendly (322 reviews) - Efficiency (320 reviews) - Time-saving (313 reviews) - Lead Management (309 reviews) **What users dislike:** - Users find that **missing features** on the mobile app limit functionality compared to the desktop version. (244 reviews) - Users often face **call issues** like disconnects from devices, affecting their overall experience with Close. (181 reviews) - Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options. (130 reviews) - Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation. (95 reviews) - Users find the **learning curve challenging** due to merging complexities and limited customization options in Close. (92 reviews) - Lead Management (80 reviews) - Bugs (78 reviews) - Integration Issues (77 reviews) - Expensive (76 reviews) - Software Bugs (74 reviews) ## Close Reviews ### 1. 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. ### 2. 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. ### 3. 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 ### 4. 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. ### 5. 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. ### 6. 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. ### 7. 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. ### 8. 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. ### 9. 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 ### 10. 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. ### 11. 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. ### 12. 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. ### 13. 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. ### 14. 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. ### 15. 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. ### 16. 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. ### 17. 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. ### 18. 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. ### 19. 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 ### 20. 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 ### 21. 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. ### 22. Best Dog Groomer CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Nico V. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2025 **What do you like best about Close?** I've been using Close for a few months now and can safely say it's one of the best customer management options for dog groomers. It's hard to find tools for my industry that do exactly what I want so when I came across Close I figured I'd give it a shot and I'm glad I did. All customer info in one place, auto follow ups, and can even send and receive emails directly from the desktop app. The custom pipelines help me a lot because each service I offer has a different process, making a pipeline for each one helps me visualize my operations. **What do you dislike about Close?** Would like to see one-click call options on the leads or contact pages so I don't have to open up a new tab / page every time. **What problems is Close solving and how is that benefiting you?** Visualizing my internal processes and marketing to customers pre and post payment. ### 23. Everything We Need, and User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Frank O. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2025 **What do you like best about Close?** Close has everything that we need to run our brokerage. The communication threads are amazing for us to see who spoke with who, when, and how. We compared close to multiple other CRM's and unanimously we chose to go with close. It was simple to use, and offered us everything we needed to efficiently run our business. The customer support has been great, and it was very easy to integrate everything we already had and implement it into our company. We use it all day every day. **What do you dislike about Close?** So far theres nothing I don't like about close. Its been pretty much perfect. **What problems is Close solving and how is that benefiting you?** It allows us to stay extremely organized. We are able to track everything from the phone conversations to the emails and texts we send and all users cn stay on the same page with each client ### 24. Effortless Cold Calling with Ultimate Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Mike D. **Reviewed Date:** December 31, 2025 **What do you like best about Close?** I really appreciate that Close keeps everything organized and is very easy to use, making it very productive for me. I like the simplicity and that it puts everything all in one place. The initial setup was very, very easy for me, and it's been very good for cold calling. **What do you dislike about Close?** I would say connecting multiple channels, like FB messages, or IG messages, etc **What problems is Close solving and how is that benefiting you?** I find Close keeps everything organized and is very easy to use, making it productive for cold calls. ### 25. cost effective crm option **Rating:** 5.0/5.0 stars **Reviewed by:** Craig B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2025 **What do you like best about Close?** I like that Close is a cheap option for customer management. I credit my account twice every month and make 100s of calls for each of those months. I can also keep track of what was said during each call with their AI note taker, good for me because my memory isn't the best and some calls can go on for a while. When you're in the trenches like me you don't always have a pen and paper ready to take notes. **What do you dislike about Close?** Smart lists took me a while to understand. I am in the process of putting together quick access lists for my contacts. **What problems is Close solving and how is that benefiting you?** Cheap calling and customer management. It's good when I can instantly recall what was said during each conversation simply by checking the AI notes taker. Love it and don't want to switch because of this feature alone. ### 26. Super Easy, Quick-Acting CRM for SDR Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Alex D. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about Close?** Super easy to use, quick-acting CRM, great for SDR function! **What do you dislike about Close?** A little better navigation from home page would be helpful. **What problems is Close solving and how is that benefiting you?** Allowing SDR function to outreach effectively and hit mass prospects in sequences and call cadences! ### 27. Versatile Communications Hub with Easy Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Bharath P. **Reviewed Date:** November 07, 2025 **What do you like best about Close?** I love the seamless integration of apps in Close, which allows me to manage all my communication in one place without needing to switch between different applications. This is incredibly convenient for efficiently contacting my clients globally. The platform's beautiful features enable me to handle all tasks from a single platform. I find the initial setup of Close easy and quick, which made the transition smooth and hassle-free. Overall, this integrated approach streamlines my work process and enhances productivity. **What do you dislike about Close?** NA **What problems is Close solving and how is that benefiting you?** I use Close for contacting my clients globally, appreciating its integrated features that eliminate the need to switch apps, ensuring seamless communication from a single platform. ### 28. Sales-First Design Shines, But Major Issues Hold It Back **Rating:** 2.5/5.0 stars **Reviewed by:** Charles P. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2026 **What do you like best about Close?** The only thing I liked is its sales-first design and its strong pipeline visibility. **What do you dislike about Close?** I can list the issues I didn't like. It has limited customization. Its reporting function is very basic. Its mobile experience is the worst. It has very limited automation. Its pricing is the issue if you need it for a big team. **What problems is Close solving and how is that benefiting you?** I was using it for my sales process and it was hard to use with very limited options ### 29. Best Cold Calling Software i have ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Adhiraj P. | Sales Closer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2025 **What do you like best about Close?** I really liked using Close.com. It's a powerful CRM that makes follow-ups, lead tracking, and pipeline management super efficient. The interface is clean, everything is organized well, and it's clearly built for people who care about closing deals fast. Highly recommended for sales teams and agency owners. **What do you dislike about Close?** Its predictive dialing feature only calls 1 call at a time when i use it i want that it call 3 4 number at a time so that i can save more time Also it should have the capability to skip the voicemail it should have a option whther to skip the voice mail or not **What problems is Close solving and how is that benefiting you?** Calling a lot of people in a conveinient way thats what i like ### 30. Flawless interface, integrated with all the features you could need. **Rating:** 5.0/5.0 stars **Reviewed by:** Dalton P. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2025 **What do you like best about Close?** Close has been wonderful for me and my team. It creates a dominion for each member of the team where they can thrive and reach new limits that were never possible with other softwares. Close makes everything easy and has wonderful functionality. The Close interface is so user friendly, you could pick it right up in a few days. **What do you dislike about Close?** The only thing that I dislike about close is that when you go to “done” - “messages” it puts the same thread in the channel multiple times. Just put the name. **What problems is Close solving and how is that benefiting you?** Everything is all in one. Saves me a lot of time. ### 31. Unmatched CRM Features, Easy Setup, and Intuitive Use **Rating:** 5.0/5.0 stars **Reviewed by:** Tomasz A. | Owner/Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about Close?** I appreciate the AI features in Close that offer perfect lead summaries, making it easier to track lead status without sifting through information. I find the auto-recording of calls and built-in dialer incredibly convenient. The CRM's simplicity and ease of use are outstanding, with everything I need within easy reach. The activity log is amazing, and the overall cleanliness of the interface stands out. **What do you dislike about Close?** I find the automation builder in Close to be less than ideal. It doesn't compare favorably to other platforms like Go High Level, which offer far superior automation capabilities. **What problems is Close solving and how is that benefiting you?** Close solves numerous problems by centralizing CRM activities, offering easy-to-use features like auto call recording and AI summaries, enhancing efficiency in managing leads, and simplifying my workflow. ### 32. User Friendly Close **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2025 **What do you like best about Close?** I like the user friendly feature of close . I have other CRM as well , but close is more user friendly with better filter options. I like close note taker. **What do you dislike about Close?** I have seen ,close gives tasks updates 5 mins prior to the scheduled time and vanishes from pop up on the exact time. We can still can find in task section , but if this is improved it wold be of great help. If few more options are added to the status of the lead .,like filled it by mistake . it will help to filter out **What problems is Close solving and how is that benefiting you?** Its helping me easily reach out to my clients ., I can access emails and read them ,customise them too. I can filter out leads and add them based on the current status. ### 33. everything you need rolled into one platform **Rating:** 5.0/5.0 stars **Reviewed by:** Damian W. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Close?** Safe to say I have been a daily user of Close for the last few months (since signing up). Basically, it replaces all other services that I was using which is nice. Between myself and my the few team members that use my account for sales management, we rarely lose track of anything anymore. Email setup is a breeze and can even import my contact list from a CSV. Saves me hours of manual work since I have thousands of contacts. Really good overall and I won't be leaving. **What do you dislike about Close?** Desktop app has a tendency to change audio settings sometimes. **What problems is Close solving and how is that benefiting you?** Taking all my contacts and placing it into close was great. From there, I've been sending jobs out to my time with ease. ### 34. Close is great product **Rating:** 5.0/5.0 stars **Reviewed by:** Wesley M. **Reviewed Date:** January 30, 2026 **What do you like best about Close?** I like all the features and settings, workflows, task , smart views & automation side of it as well, I like that I can have all my leads coming in quickly and then be contacted quickly, also love that my whole team can be callling leads at the same time from one number **What do you dislike about Close?** Can be slow to update sometimes **What problems is Close solving and how is that benefiting you?** Keeping leads organized ### 35. Since making the switch to Close I have had nothing but a great experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Eric B. | Founder and President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2025 **What do you like best about Close?** I can't speak highly enough about the set up and ease of use. So freaking easy compared to some of the others I was considering. On top of that when I had a question the Customer Support was phenomenal. Hands down the best CRM I have used in my sales career and definitely the most cost effective. Also, I love the automated workflows with the SMS feature. **What do you dislike about Close?** I honestly don't have anything at the moment that I dislike about Close. It has everything that I need. If I had to nitpick I guess not being able to adjust all the settings on the phone app like I can on the web version would be it. Again, that's nitpicking because I use the laptop 85% of the time anyway. **What problems is Close solving and how is that benefiting you?** Helping me with my lead organization and follow up. It helps me by making things automated, clear and consise. ### 36. Excellent CRM with Powerful Features and Exceptional Support **Rating:** 4.5/5.0 stars **Reviewed by:** Raul E. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Close?** We've been using Close for some time now, and it's been a game changer for our sales process. The ease of use stands out right away – the interface is intuitive, clean, and easy to navigate, even for team members who aren’t tech-savvy. Implementation was quick and smooth, and we were up and running in no time. One of the things we appreciate the most is the customer support – fast, friendly, and incredibly helpful. Every interaction has been professional and efficient, which really makes a difference when you're working on tight timelines. Feature-wise, Close is packed with useful tools, but a special shoutout goes to the email templates and automation features. They've helped us streamline outreach, save time, and stay consistent in our messaging. The automation flows are simple to set up but incredibly powerful in day-to-day operations. Highly recommend Close to any team looking for a reliable, all-in-one CRM solution that delivers real value. **What do you dislike about Close?** While Close has been an excellent CRM overall, one area we believe could be improved is the Inbox management. Currently, the Inbox catches emails from all leads and contacts, which can make it cluttered and harder to prioritize key conversations. We’d love to see an option to exclude certain contacts or email threads from the Primary Inbox — perhaps with a way to mark them as “Ignored” so they only show up under Inbox > Emails and not in the main thread view. This would help us focus on the most relevant conversations while still keeping everything accessible when needed. It's a small thing compared to all the great features Close offers, but it would really enhance our day-to-day workflow. **What problems is Close solving and how is that benefiting you?** Close helps us stay on top of post-proposal communication and improves tracking efficiency One of the main problems Close is solving for us is the follow-up process after sending proposals. With Close, it's much easier to keep track of ongoing conversations, set reminders, and ensure that no opportunity slips through the cracks. It also allows us to efficiently track email and document history for each lead — something that was far more time-consuming and fragmented when we were using Gmail. Now, all our communication is centralized, organized by contact, and easily accessible, which greatly improves productivity and clarity across the team. ### 37. company email sending app **Rating:** 4.5/5.0 stars **Reviewed by:** Brian L. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2025 **What do you like best about Close?** Feature rich email sending and calling. Custom pipelines are good (still making mine). Always use this for my mass email sends to team members. **What do you dislike about Close?** Smart views are not easy to setup but the customer support is working with me to get this done. **What problems is Close solving and how is that benefiting you?** email sends and team meetings. ### 38. Favourite Software for Client Engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Richard G. | Director of Numero Agency, Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2025 **What do you like best about Close?** Love how Close can be used as a complete back-end software for client retention. Myself and my assistant have been setting up automations that automatically manage our existing client list with upsells and general nurturing and the response has been great! Rosalie, my assistant has picked up Close fast and we're getting so much done for half the effort. **What do you dislike about Close?** Workload management when you have multiple team members on the same account takes a while to figure out. **What problems is Close solving and how is that benefiting you?** Before using Close a few months ago I had a fairly bad client nurturing system but now with Close I can add my personal email account and phones and speak with clients wherever I am. Messages never (that I know of) go to spam and with my email metrics they're always delivered. ### 39. Close Is Here To Stay: Fast, Efficient, Reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron D. | Owner: CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2025 **What do you like best about Close?** Over the last few months I've been testing Close and their options and it's safe to say I'm impressed. Costs to operate the software are cheap in comparison to what's out there. There's near no latency when calling and notifications for incoming calls, emails, and txt messages are instant. Their desktop program makes using Close on my work computer a breeze and overall with my extended use I only need to credit my account once every few months. I will be using Closing going into the future. **What do you dislike about Close?** The sms options are useful but take a lot of time to set up. **What problems is Close solving and how is that benefiting you?** Most of what I use Close for is for creating internal communication channels within my company and giving me marketing team a way to reach our database without using too many platforms. ### 40. Effortless to Use and Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Richard G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2026 **What do you like best about Close?** I've used CRM's such as Vinsolutions and Hubspot. This CRM really is much better than both in my opinion. Easy to use, very customizable. **What do you dislike about Close?** I will say, with all of the customization available, it would be nice if you had more options in regards to bulk updates. It's pretty limited in comparison to the rest of the platform. **What problems is Close solving and how is that benefiting you?** Needed a CRM, this is hands down better than Hubspot. ### 41. Effortless Cold Calling Boosted Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Akansel O. **Reviewed Date:** December 26, 2025 **What do you like best about Close?** I like that Close is quick, clean, and has no bugs. When cold calling, time is money, so its speed allows me to call more people and make more money. Also, the initial setup was very easy. **What do you dislike about Close?** Nothing **What problems is Close solving and how is that benefiting you?** I use Close for cold calling from Turkey to France. It's quick, clean, and has no bugs, which is crucial since time is money in cold calling. This helps me call more people and potentially make more money. ### 42. Excellent Support, But Pricey and Limited Call/Text Options **Rating:** 3.5/5.0 stars **Reviewed by:** Liam S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Close?** Close's customer support is very good and responds quickly. There were very helpful when I was first setting up my account. **What do you dislike about Close?** Close is quite expensive for its functionality and I don't like that you can't pay for unlimited call/text usage. **What problems is Close solving and how is that benefiting you?** Close is helping my company to make outbound calls from anywhere in the world and store recordings of every call so that we can go back and learn from them. ### 43. Clean Design and Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel S. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Close?** Very clean sleek design and easy to use. Apple of CRMs. Use it every day and it's great. Very easy to get used to. **What do you dislike about Close?** Maybe just not fully used to it yet but after using Hubspot for many years, they are very similar. (Hubspot is my favorite). Haven't really had a chance to try customer support. **What problems is Close solving and how is that benefiting you?** Having my day be as efficient and productive as possible, not wasting time on the small things ### 44. I'm loving the platform and all it's AI integrated features. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2025 **What do you like best about Close?** I love the power dial and the “call outcome” field as it helps me categorize the interaction in the quickest, most efficient way. **What do you dislike about Close?** I've been working with the platform for about 2 months and, aside from the occasional LAG, there are no complaints. **What problems is Close solving and how is that benefiting you?** Due to my ADHD, I struggle with executive function disorder, so a simple task as choosing to make a call, can become very taxing when I have to consciously overcome the rush of anxiety 80 times a day. With the power dialer, I just create my list for the day and soar through the calls without feeling overwhelmed at all. Then I can categorize the outcome and move on without even thinking about. It's a simple feature that makes my job 10x easier. ### 45. Efficient contact tool with challenges in setup **Rating:** 4.0/5.0 stars **Reviewed by:** Tim S. **Reviewed Date:** November 12, 2025 **What do you like best about Close?** I appreciate the intelligent telephony feature in Close, which significantly simplifies the process by allowing me to effortlessly contact a large number of prospects. This feature highlights Close for me, as it supports efficient communication and helps me better manage appointments and stay in touch with potential customers. **What do you dislike about Close?** I find the introductory videos insufficient for personal needs, which makes getting started difficult. The initial setup of Close was complicated, which hindered a smooth start. **What problems is Close solving and how is that benefiting you?** I find Close provides an overview for contacting prospects and facilitates appointment scheduling through smart telephony. ### 46. Best CRM I have ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Rob O. | Legal Assessment Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Close?** Close has honestly transformed the way I work. I deal with a constant stream of client matters and moving parts, and this is the first CRM I’ve used that actually feels like it was built for real day-to-day work. It’s clean, fast, and just makes sense. What I love most is how easy it is to keep track of conversations and follow-ups without anything slipping through the cracks. It’s saved me hours of admin each week, and I’ve genuinely had clients comment/poaitive trustpilot reviews on how organised and responsive I’ve been since using it. If you’re in a job where communication and timing matter, Close will make your life so much easier. Easily the best CRM I’ve used. **What do you dislike about Close?** Close could be improved by making it easier t9 mass delete opportunities **What problems is Close solving and how is that benefiting you?** All in one platform. Nothing not to love about it. ### 47. Highly recommend it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about Close?** Close has honestly been one of the easiest CRMs I’ve ever set up. It didn’t take much time at all to get up and running, and the interface is super intuitive. I really like how everything’s laid out following up with leads, managing the pipeline, and keeping track of conversations feels effortless. Plus, it integrates easily with the other tools we use, which saved us a lot of hassle. Overall, it’s made staying organized and on top of things way easier. Highly recommend if you're looking for a CRM that just works without the extra noise. **What do you dislike about Close?** If I had to suggest one improvement, it would be around the voicemail feature. Sometimes after finishing a voicemail message, it doesn’t register the end of the call properly and just keeps running through the voicemail setup. I’ve found myself needing to refresh the page to make sure it fully wraps up. Not a dealbreaker at all, but a small fix there would make the experience even smoother. **What problems is Close solving and how is that benefiting you?** Close helps me to stay on top of my outreach and follow up without anything slipping through the cracks. It keeps all my communications, calls, emails, notes in one place, so I'm not jumping between tools. That's been a huge time saver and it makes it way easier to stay organized and focused. ### 48. Using Close.com saves you a bunch of time! **Rating:** 4.5/5.0 stars **Reviewed by:** Javier G. | Business Development Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Close?** That you can upload your information, make calls, and send emails all on the same site without the hassle of going back and forth on windows and integrate everything you need. Also, it has a customer support button if you have trouble, you can look for the issue. Overall, a very good tool for using every day and implementing it to your workflow. **What do you dislike about Close?** Sometimes it freezes up and takes a while to go to the companies' profiles when makes calls. **What problems is Close solving and how is that benefiting you?** I have not had many problems with Close now. ### 49. Simple Mobile App & CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Max D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2025 **What do you like best about Close?** Used to use Hubspot for handling my contacts but I could never wrap my head around it. Close is a better alternative because it's simple to navigate and has one of the best mobile apps that I've seen. Feels like it's built for what I do. As long as I remember to set my custom fields properly I can see all my customer data like opportunity value and pipeline stages. **What do you dislike about Close?** The biggest thing that stands out to me is the AI notes assistant. When I leave it on there is a delay on phone calls. Despite that it works well. **What problems is Close solving and how is that benefiting you?** Primarily acting as my main businesses sales software to manage customers and their pipeline stages. Using Close as my secondary phone carrier is also noteworthy. ### 50. User-Friendly CRM with Room for Workflow Simplification **Rating:** 4.5/5.0 stars **Reviewed by:** Vishva T. | Freelance Project Manager, Executive Office, Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2025 **What do you like best about Close?** I use Close for managing leads, clients as a CRM, and I appreciate how easy it is to track leads, contacts, and deals with its interface. Additionally, the initial setup of Close was easy. **What do you dislike about Close?** Close can simplify workflows for marketing emails. Creating automated emails could be easier. **What problems is Close solving and how is that benefiting you?** I use Close as my main CRM for managing leads and clients. I like its interface because it makes it easy to track leads, contacts, and deals. ## 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=4&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+10%3A56%3A49+-0500&secure%5Bsession_id%5D=f93723aa-ce0e-4f39-bdae-267da45d888d&secure%5Btoken%5D=e3cf7f2db2aa78e994a6054dfcca8cbeee20931b83e72e0dc2c176ef70125d88&format=llm_user) ## Close Integrations - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Badger Maps](https://www.g2.com/products/badger-maps/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChargeOver](https://www.g2.com/products/chargeover/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Claude](https://www.g2.com/products/claude-2025-12-11/reviews) - [Clay](https://www.g2.com/products/clay-com-clay/reviews) - [Clean Inbox for Gmail™](https://www.g2.com/products/clean-inbox-for-gmail/reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Voice](https://www.g2.com/products/google-voice/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Lusha](https://www.g2.com/products/lusha/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams Webinars](https://www.g2.com/products/microsoft-teams-webinars/reviews) - [Salesforce CRM Connector](https://www.g2.com/products/salesforce-crm-connector/reviews) - [Sendblue](https://www.g2.com/products/sendblue/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Stripe Terminal](https://www.g2.com/products/stripe-terminal/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zapier for G Suite](https://www.g2.com/products/zapier-for-g-suite/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Close Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Call Reporting - Automatic Call Distribution - Call Whispering - Callback Scheduling - CRM - Call Tagging - Dashboard - Call Recording - Alerts/Escalation - AI Copilot - Call Transcription - Queue Management - Manual Dialer - Call Tracking - Auto-Dialer - Call Monitoring - Activity Tracking - Multi-Channel Communication - Contact Management - Sentiment Analysis - Progressive Dialer - Voice Recognition - Reporting/Analytics - Monitoring - IVR - Call Logging - Chatbot - Third-Party Integrations - Outbound Call Center - Interaction Tracking - Voice Mail - Call Routing - Automated Responses - API - Call Transfer - AI Summarization - Call Center Management - Inbound Call Center - Surveys & Feedback - Chat/Messaging - Predictive Dialer - Blended Call Center - Caller ID - Generative AI - Performance Management - Computer Telephony Integration - Call Scripting **Feedback Management** - Feedback Management **Document Management** - Document Management **Reporting/Analytics** - Reporting/Analytics **Security & Compliance** - Security & Compliance **Human-in-the-loop (HITL)** - Human-in-the-loop (HITL) **Personalized Outreach** - Personalized Outreach **Conversational AI** - Conversational AI **Dynamic Modeling** - Dynamic Modeling **CRM Integration** - CRM Integration **Agent Customization** - Agent Customization **Omnichannel Outreach** - Omnichannel Outreach **Follow-Up Scheduling** - Follow-Up Scheduling **Lead Generation** - Lead Generation **Inquiry Routing** - Inquiry Routing **Multi-Channel Campaigns** - Multi-Channel Campaigns **Independent Decision Making** - Independent Decision Making **Outreach Performance Analytics** - Outreach Performance Analytics **Customer Interaction Automation** - Customer Interaction Automation **Problem Solving** - Problem Solving **Task Automation** - Task Automation **Prospect Prioritization** - Prospect Prioritization **Real-time Conversations** - Real-time Conversations **Sales Follow-Up** - Sales Follow-Up **Data Enrichment** - Data Enrichment **Lead Qualification** - Lead Qualification **Sales Automation** - Sales Automation **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Dialing Options** - Preview Dialing - Progressive Dialing - Predictive Dialing **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization - Link Shortening - SMS Messaging - Scheduled Messaging - Chat/Messaging - 2-Way Messaging **Channels** - Multi-Channel Coverage - Open Listening - Physical Media **Platform** - Omnichannel - Mobile Access - Queue Management - Call Routing - Call Back - IVR - Automatic Call Distribution - Call Transfer - Contact Management - Call Center Management - Multi-Channel Management - Survey/Poll Management - Campaign Management - Call List Management **Generative AI** - AI Text-to-Speech - Generative AI **Automation** - Sales Follow-Up - Feedback Collection - Document Processing - Lead Generation - Customer Interaction Automation **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Natural Language Interaction - Conversational Interface Agents ** - Natural Language Query Understanding - Multi-Turn Conversation Management - Voice & Text Interface Support **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Calling** - Record Calls - Call Types - Click-to-Call - Auto Dialer **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Agent Tools** - Whisper Coaching - Callback Scheduling - Call Recording - Real-Time Data - Live Chat - Call Scheduling **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance - Batch Communications - Multi-Channel Communication - On-Demand Communications - Interactive Content **Workforce Management** - Call Monitoring - Performance Evaluation - Real-Time Monitoring - Monitoring **Autonomy** - Problem Solving - Task Execution - Adaptive Responses - Independent Decision Making **Call Center Infrastructure (CCI)** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - Computer Telephony Integration - Multi-Language **Intent & Action Handling - Conversational Interface Agents ** - Data Retrieval from Connected Systems - Intent Recognition & Mapping - Action & Workflow Triggering **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Contacts** - Personalization - Information Locater - Record Prospect Data - Contact Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Automation** - Voice Activity Detection - Interactive Voice Response (IVR) - Call Scrubbing **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Administrative** - Call Recording - Reporting & Dashboards - Call Reporting - Real-Time Reporting **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Outbound Sales** - Follow-Up Scheduling - Prospect Prioritization - Multichannel Campaign Execution - Personalized Outreach - Outreach Performance Analytics **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Context & Personalization - Conversational Interface Agents ** - Conversation Context Persistence - User Identity & Permission Awareness **Additional Functionality** - Chat/Messaging - Customer Database - Customizable Branding - Call Recording - Autoresponders - IVR - Email Management - Template Management - SMS Messaging - Surveys & Feedback - Content Management - Knowledge Base Management - Compliance Management - Multi-Language - Interaction Tracking - Third-Party Integrations - Social Media Integration - Workflow Management - Customer History - Activity Dashboard - AI Copilot - Video Support - CRM - Inbox Management - API - Alerts/Notifications - Feedback Management - Reporting & Statistics - Collaboration Tools - Activity Tracking **Additional Functionality** - Chat/Messaging - Multi-Channel Communication - Customer History - Alerts/Notifications - Real-Time Analytics - Phone Key Input - Call Logging - Customizable Reports - Real-Time Data - AI Copilot - CRM - Reporting & Statistics - Activity Tracking - Live Chat - Call Scripting - Contact Database - Voice Mail - Voice Customization - API - Call Tracking - SMS Messaging - Callback Scheduling - Caller ID - Predictive Dialer - Surveys & Feedback - Auto-Dialer - Pre-recorded Messages - Real-Time Notifications - Multiple Scripts - Interaction Tracking - Call Disposition **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking - AI/Machine Learning **Sales Analysis** - ROI Forecasting - Sales Forecasting **SMS Platform** - Reporting - Marketing Automation - API Integration - QR Codes **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Agentic AI - Auto Dialer** - Autonomous Task Execution - Cross-system Integration - Third-Party Integrations - Computer Telephony Integration **Enterprise Integration & Deployment - Conversational Interface Agents ** - Enterprise Application Integrations - Security & Access Controls **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Meeting Management - AI Copilot - Reminders - Recommendations - Lead Distribution - Workflow Management - Performance Management - Dashboard - Email Management - Lead Management - Activity Tracking - Email Templates - Third-Party Integrations - Customizable Fields - Sales Pipeline Management - Generative AI - Automatic Call Distribution - Call Monitoring - Lead Capture - Deal Management - Call List Management - Multi-Channel Communication - Call Recording - For Contact Centers - CRM - Data Management - Calendar Management - Chat/Messaging - Lead Qualification - API - Task Management - Interaction Tracking - Reporting & Statistics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Campaign Planning - Multi-Language **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **AI Capabilities - Auto Dialer** - Call Prioritization and List Optimization - Compliance Monitoring - Speech Analytics and Sentiment Analysis - Call Monitoring - Real-Time Monitoring - Reporting/Analytics - Text to Speech **Additional Functionality** - AI Copilot - Activity Tracking - Call Routing - Call Scripting - Contact Management - Power Dialer - Preview Dialer - Auto-Dialer - Call Tracking - Real-Time Reporting - Customer Database - Lead Management - Predictive Dialer - Call Center Management - Integrations Management - Activity Dashboard - Automatic Call Distribution - Campaign Management - Generative AI - Interaction Tracking - Caller ID - Call Transfer - Call Disposition - Voice Mail - Chat/Messaging - Automatic Outbound Dialer - Call Reporting - API - Contact Database - Lead Capture - CRM - Call List Management - Progressive Dialer - Campaign Specific Caller ID - List Management - Customizable Fields - AI/Machine Learning - Reporting & Statistics - Multi-Channel Communication - Alerts/Notifications - Multi-Campaign - Workflow Management - Call Logging - Lead Distribution - Queue Management - Inbound Call Center - For Sales Teams/Organizations - Data Security - Outbound Call Center - Performance Management - Compliance Management - Mobile Access - Email Management **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **AI Automation - SMS Marketing** - AI SMS **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Generative AI** - Generative AI - Proposal Generation **AI Content Generation - SMS Marketing** - AI SMS **Additional Functionality** - Campaign Scheduling - Reputation Management - Polls/Voting - Compliance Management - Customer Segmentation - Landing Pages/Web Forms - AI Copilot - API - Text-to-Win - Mobile Coupons - Natural Language Processing - Customizable Templates - Drip Campaigns - Contact Management - Activity Tracking - Communication Management - Reporting/Analytics - Keyword Tracking - Multi-Campaign - Mass Texting - Interaction Tracking - Alerts/Notifications - Consent Management - Engagement Tracking - Open Rate Tracking - Generative AI - Automated Responses - Reporting & Statistics - Templates - Survey Builder - Contact Database - Real-Time Notifications - Customizable Fields - Reminders - Mobile Alerts - Automated Scheduling - Campaign Management - MMS - Event Triggered Actions - Mobile Keywords - Audience Targeting - Activity Dashboard - Template Management - Autoresponders - Survey/Poll Management **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Inbound Sales** - Data Enrichment - Inquiry Routing - Feedback Collection - Real-Time Engagement - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Close Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 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