--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2073 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: 2073 scale: '5' date_modified: '2026-08-23' 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:** 2,073 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## 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 Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find Close to be **extremely user-friendly** , enabling quick access to essential features for efficient business management. (818 reviews) - Users find Close to be **incredibly helpful** , especially with its intuitive design and fast customer support. (482 reviews) - Users love the **simplicity and user-friendliness** of Close, making customer management and prospect tracking effortless. (427 reviews) - Users appreciate the **enhanced communication management** features of Close, streamlining client interactions effectively and efficiently. (394 reviews) - Users love the **intuitive design** of Close, finding it user-friendly and efficient for their needs. (389 reviews) - Lead Management (328 reviews) - User Interface (322 reviews) - User-Friendly (321 reviews) - Efficiency (319 reviews) - Time-saving (312 reviews) **What users dislike:** - Users note the **missing features** in Close, like mobile app limitations and no WhatsApp integration, affecting usability. (244 reviews) - Users experience **call issues** , including unexpected charges and recording failures, which can hinder effective usage. (194 reviews) - Users find the **limited features** of Close restrictive, particularly for B2C needs and advanced functionalities. (130 reviews) - Users find the **limited customization** of Close frustrating, particularly for tailored reports and advanced dashboards. (100 reviews) - Users find the **learning curve steep** , with challenges in merging leads and managing custom reports effectively. (91 reviews) - Lead Management (80 reviews) - Bugs (78 reviews) - Integration Issues (77 reviews) - Expensive (75 reviews) - Software Bugs (74 reviews) ## Close Reviews ### 1. 4 years at Close - started as "very impressively smart helpful" and it keeps getting better **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 10, 2024 **What do you like best about Close?** Close is very impressive as it's.. very sleek, clean and chic yet super well organized, with endless options which you never notice until you need it and its very nature helps you keep organized and moving forward. You can get started in seconds and you'll know what you're doing without thinking about it. It has great tools for sending emails, keeping on top of clients, handling all parts of the sales process with just very well thought-out and pleasantly attractive set up of the whole thing Best part is - amazing CS. Can email them direct from the CRM and get a response very quick. And they keep making it better. Many things you point out to them - you suddenly find have appeared in the CRM and many more that you didn''t.... **What do you dislike about Close?** only tiny gripe is that Inbox doesn't refresh itself or notify you when new email comes in so I have to keep using my Microsoft Inbox open the whole time when I'd love to just leave it and live in Close **What problems is Close solving and how is that benefiting you?** helps me not lose a drop of what I've done or have to do... even though I can be a sloppy mess sometimes. ### 2. Clear tool for EVERY company! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah S. | Kundenberaterin, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from German using AI. **Reviewed Date:** January 17, 2025 **What do you like best about Close?** We have been working with Close for a few years now. I am very impressed by the versatility and clarity of the tool. It makes our work easier and helps us maintain an overview and keep the structure. **What do you dislike about Close?** I have nothing to complain about. Everything works as desired. **What problems is Close solving and how is that benefiting you?** Most companies do not have a proper overview when it comes to things like closing, follow-ups, meeting minutes, etc. Close helps us maintain our structure and create an overview. It makes it easier for me in sales to follow up on appointments and to store the necessary information in the right place. ### 3. "Close a great tool for workflow and productivity!" **Rating:** 5.0/5.0 stars **Reviewed by:** Aya C. | Assistant Account Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 21, 2025 **What do you like best about Close?** Close is a very intuitive and efficient program. I am using it daily in my daily tasks and it helps me stay on top of my schedule and keeping track of my workflow. It also runs very smoothly. It is also very handy how it is possible to integrate other applications, and have the change to organize all tasks in one place. **What do you dislike about Close?** Sometimes I cannot reach some numbers. But it is probably a telecommunication network problem. **What problems is Close solving and how is that benefiting you?** Keeping track of the interactions with clients. And having the whole company in the same page. ### 4. Best CRM I've used in my 10 year sales career **Rating:** 4.0/5.0 stars **Reviewed by:** Matt M. | Sale Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 25, 2024 **What do you like best about Close?** Close is the most effective tool I've used for contacting leads as soon as they come into our crm, staying on top of them as well with multiple touch points and then efficiently being organized to help with follow up. It is also very good at tracking data to see what my team is doing on a day to day basis and also how we can better optimize our outreach. Their support is also amazing and has helped me resolved anything I need in a timely manner. They also have a feature where it's incredibly easy to find every conversation anyone in the organization has had. As a manager I use this everyday. **What do you dislike about Close?** Needs a better power dialer and a better reporting for organizing data on leads when it comes to dials and conversations for specific leads **What problems is Close solving and how is that benefiting you?** They are building out a better system for organizing leads to better suite my company's needs and also helping me be more organized with delegating certain leads to certain sales reps as my team expands ### 5. Keeps You Organized and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Alan H. | Market Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 05, 2025 **What do you like best about Close?** All you leads in one space. Allows you to pull client data and call, email, text, communicate! Automatically prompts various follow up fields and allows you to set your own as well. Once logged in you cal also search follow up by various fields, ex: you can set to "email" and it will show any emails you have not responded to **What do you dislike about Close?** Making outbound calls while in Ap, I don't use this as I tend to call from another area but I do use a lot for direct email and it's great **What problems is Close solving and how is that benefiting you?** Keeps client follow up in front of me. ### 6. Everything in one platform **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony R. | Owner, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** March 26, 2025 **What do you like best about Close?** Very simple and easy to use yet it has a lot of features that help with not only contacting leads but following up. **What do you dislike about Close?** We do a lot of calling and they don't have an unlimited dialing plan like others so it can add up quickly **What problems is Close solving and how is that benefiting you?** Power dialing, being able to stay on top of who to follow up with ### 7. Increased Business **Rating:** 5.0/5.0 stars **Reviewed by:** Hameedah T. | Mortgage Loan Officer, Real Estate, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 21, 2025 **What do you like best about Close?** Close is like having an assistant that does all of my lead sourcing. It has increased my business by at least 50%! Very easy to use and to navigate. **What do you dislike about Close?** There is nothing I dislike about Close. It's great! **What problems is Close solving and how is that benefiting you?** It is literally improving my lead source conversion! ### 8. Pretty solid CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** John M. | Founder, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 26, 2025 **What do you like best about Close?** It's a solid CRM that is very easy to use. It's nice to have everything in one place to quickly access without searching through 50 menu items. The Smart Views are great too and helps us to see who has and hasn't been contacted. Combining that with the auto-dialer... money right there. **What do you dislike about Close?** If I had to gripe, it'd be the mobile app always crashing. That doesn't seem too stable. I did see they added email tracking recently which was a big downside for me not having, so that's good :) **What problems is Close solving and how is that benefiting you?** It's solving the issue of having all of our CRM communications in different locations. It really is an invaluable tool! ### 9. Clean, easy and robust **Rating:** 4.0/5.0 stars **Reviewed by:** Joel G. | Real Estate Agent, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 20, 2024 **What do you like best about Close?** Everything is centralized throught the Inbox. You can see emails received, SMS messages and tasks all in one place. I also like you can customize almost everything: drip campaigns, activities and some automations. As an investor, I have some custom fields that are important to my business such as Current Value, After Repair Value, zillow link, timeframe to close, mortgage balance, interest rate, liens/judgements and other fields. I can create a standarized "Activity" box, so when I'm on calls with clients (which you can do through the app and have it recorded), you can click on Custom Activity => RE Discovery and all my fields pop up. Recorded phone conversaitons are great too. I enjoy the ability to have phone conversations through the app and have it saved as a recording. Last items I enjoy, as I scale and add members, it looks easy to assign tasks and different levels of access. The data analysis/searching is wonderful. I can search and create filters of searches on just about anything I want. I can search by the date a contact was created, I can search by home price, date of sale, projected profit, etc... It's almost unlimited. Lastly - it's nice to see a kanban outline as well as line view of clients and tasks. Overall, Close is an easy to use CRM that is simple in U.I, but has robust features and customizations under the hood. Very nice product. **What do you dislike about Close?** I wish there were some discounts for expanding. There are other CRM's in my space that offer discounts as you add members, and as far as I know, if I have 3-4 members on the middle tier, it's the same $/month/user. I also wish for drip campaigns, there was the ability to have an SMS or email go out within the first 2-3 minutes. Close only allows automation by the hour. Other than that, I can't think of any other issues/complaints. **What problems is Close solving and how is that benefiting you?** Close helps with organizing new and existing clients with a sales process. I can see which clients have not been contacted, which clients have opened emails, which clients are a warm, cold or hot follow-up. I can see who has a contract out and who is closed as well as projected profit. Everything is in one place with drip campaigns of SMS and email. ### 10. Streamlining Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Mason C. | Director of Dispositions, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** March 31, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Close?** I love how easy it is to use. All your leads and contacts are customizable witch makes it easier to find the correct buyers. **What do you dislike about Close?** Phone calls can be a little difficult if your not using wifi. **What problems is Close solving and how is that benefiting you?** Close makes it easy to contact leads from emails text and phone call its all in one place! ### 11. Highly Efficient with Seamless Communication Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Connor M. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 03, 2025 **What do you like best about Close?** I find the systems within Close very easy to navigate. I love how user-friendly it is, which made me familiar with how it works in just a couple of days. The ability to contact a large number of people via email, text, and calls from one site is incredibly convenient, especially when managing hundreds of contacts daily. The power dial feature is extremely helpful for high call outputs, and the integrated email and SMS services enhance the communication process. The predictive cooling system is also a handy tool that adds significant value. **What do you dislike about Close?** I see a couple of areas where Close could improve. Firstly, there's an issue with encountering a relatively high number of invalid numbers in the system. It's frustrating because it would be more efficient if the system could identify these invalid numbers beforehand rather than discovering them during a call attempt. Additionally, there is a limitation with dialing all Australian leads at once. Currently, one has to add them to a smart view first before dialing, which is a bit cumbersome. It would be much more efficient if there was an option to power dial directly from the search bar without having to use a smart view. **What problems is Close solving and how is that benefiting you?** I use Close to efficiently contact large numbers of people quickly, integrating email, SMS, and calls in one platform. The power dial boosts call efficiency, benefiting my high-volume outreach in sales. ### 12. Close has replaced Highlevel as my favorite CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Brodderick P. | CEO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 07, 2025 **What do you like best about Close?** The dialer in close is one of the best I've ever used. I've been in sales since 2016 and i've used a ton of different CRMs and dialers. I also love that support helps with A2p registration. **What do you dislike about Close?** The one thing that I dislike the most is the lack of warm transfer for calls. I run a call center and warm live transfer are a huge part of my promise to clients. **What problems is Close solving and how is that benefiting you?** My biggest issue was finding a system that could do multi line dials as well as SMS/email marketing. Close does all of these very well. ### 13. Efficient. No nonsense. Clean **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** June 17, 2025 **What do you like best about Close?** It's super light weight. Allows me to browse and navigate data quickly and efficiently. It's the fastest CRM I've personally ever used. **What do you dislike about Close?** Sometimes calls get stuck and dont hang up properly when I end them and I've got multiple tabs open which means I have to refresh the page. **What problems is Close solving and how is that benefiting you?** Mass dialling and sales prospecting. ### 14. If you care about your sales team, gift them Close **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 26, 2025 **What do you like best about Close?** Smoothest platform in existence of all the different CRMs. Hubspot and GHL are a mess in comparison. **What do you dislike about Close?** The only thing I can think of might be that there is only one color/icon for a task and that it sometimes makes it harder to differentiate when you have a lot of tasks. The new interface of close when first launched was a bit clunky but it’s better now **What problems is Close solving and how is that benefiting you?** It helps me close deals and that’s how I earn my living ### 15. Best CRM for StartUps **Rating:** 4.5/5.0 stars **Reviewed by:** Valeriy L. | Head of RevOps & CRM, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 19, 2025 **What do you like best about Close?** Simplicity & UI of Close, workflows and easy to setup integrations **What do you dislike about Close?** The complicated pricing and the international translations **What problems is Close solving and how is that benefiting you?** Its helping to get an overview and forecast of the upcoming pipeline ### 16. The best option for my startup **Rating:** 5.0/5.0 stars **Reviewed by:** Harry C. | Founding AE, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 11, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Close?** Huge amounts of upsides. Super cost-effective, flexible, plenty of capability even on the cheaper packages, VERY easy to use and intuitive, and the SmartViews are great. Very simple to implement, train new users and import leads. CS team get back extremely fast. **What do you dislike about Close?** There isn't much to dislike. There's a few feature requests I've shared with the team, mainly around fleshing out the workflows and automations. I'm looking forward to seeing upcoming releases! **What problems is Close solving and how is that benefiting you?** We needed a cost-effective but capable CRM. We have many leads and contacts from a large TAM, so needed a CRM to help with organising, tracking, and staying on top of everything within the entire sales process. Starting with a very small team, the time saved with having everything I need in one place has allowed us to move far quicker and keep the team lean, with the compounding effect on saving $$$ on hiring. ### 17. I am new to sales - I just graduated college. **Rating:** 5.0/5.0 stars **Reviewed by:** Ethan S. | Investment Sales Associates, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 11, 2024 **What do you like best about Close?** Great interface that facilitates my work. I have no other experience with other software, but I really like using Close and i think it is a great program. The AI summarization is also extremely helpful - it is better than I thought it would be. **What do you dislike about Close?** Texting comes across as green text. If there was a way to get close to work with iMessage, it would set this software apart from all others. I have a grammarly account - if that could be linked to close whilst I send emails that would be stellar. Maybe if you could get AI to help craft emails and how to phrase things internally that could be helpful **What problems is Close solving and how is that benefiting you?** It consildates lists of property owners in new york that I contact and it files all of their information in a digestable and condusive manner. ### 18. Close is Great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** June 11, 2025 **What do you like best about Close?** It's pretty easy to understand and learn how to navigate it. **What do you dislike about Close?** Maybe the only downside about Close is that it can lag at times, but that's nothing a little close and reopen or refresh can't fix **What problems is Close solving and how is that benefiting you?** It is helping me keep better track of everything and benefiting me submitting accurate info on my EOD reports ### 19. One of the best CRM I've used **Rating:** 5.0/5.0 stars **Reviewed by:** Chris O. | Customer Success, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 18, 2025 **What do you like best about Close?** Navigation, accesibility and customization is Amazing. There are so many implementation you can make and apply. And the support is very responsive. **What do you dislike about Close?** No complaints so far. Close IO was able to provide my needed features. **What problems is Close solving and how is that benefiting you?** Ease of access, Easy contact. Tasks, and Data entry. ### 20. Smooth, clean to use, easy and nice to work with. **Rating:** 4.5/5.0 stars **Reviewed by:** Janne S. | Sales Manager, Accounting, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 25, 2024 **What do you like best about Close?** Close is a very good CRM it has great features and it is very simple to work with the automations and email systems are just perfect. I really like the power dialer it makes work smooth and easy. **What do you dislike about Close?** I experienced some technical issues with close here and there and it needs to be a little bit more reliable sometimes. Other than that I am happy with close and I would recommend it to every sales team out there **What problems is Close solving and how is that benefiting you?** Close is Solving our problem with being a CRM that has great features, is reliable, and great to use when having a Sales Team with tracking stats having a great overview over leads sales pipeline etc. ### 21. BEST CRM in the market! **Rating:** 5.0/5.0 stars **Reviewed by:** Raymond S. | Founder, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 14, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Close?** My team has used many CRM's and 100% CLOSE is by far our favorite. It's user interface is AWESOME. Very simple to setup, great support, simple to integrate with other tech, LOVE the dashboards and contact profiles. They made it SO simple to connect email and get a number to text from. Also, its awesome you can use one number and your group can all use it! All the menu's are well designed and easy to navigate. Well done guys! **What do you dislike about Close?** Honestly havent found a downside. Absolutly love it. **What problems is Close solving and how is that benefiting you?** Problems solved: Ease of use, simple, fast to setup, love the email integration, great resources, great support. Organized and simple to build workflow. My team loves it. **Official Response from Sam Wild:** > Hi Raymond, we appreciate your review of Close! We're grateful to have you as a customer. ### 22. Close app review - 5 stars **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Restaurants | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 28, 2025 **What do you like best about Close?** Close is a great sales tool - I love that I can send email campaigns, include workflows across email and text, and have a dialer and a CRM with an opportunity pipeline all in one place for my team. Close has great customer support too - very responsive. **What do you dislike about Close?** I wish it did have a territory map function but I hear its in the pipeline. **What problems is Close solving and how is that benefiting you?** Keeping my sales organization organised and pushing deals through the pipeline. ### 23. Close CRM Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 08, 2025 **What do you like best about Close?** I really like that Close lets you call, email, and text directly from the CRM, and everything is automatically tracked. It makes daily communication efficient and organized. **What do you dislike about Close?** It can be a bit difficult to navigate at first, the layout takes some getting used to. **What problems is Close solving and how is that benefiting you?** Close helps solve the problem of staying organized and keeping track of customer interactions. It ensures I always know where I left off in a conversation, which makes follow-ups easier and more effective. ### 24. Great CRM for any Sales professional **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 07, 2025 **What do you like best about Close?** Great CRM, truly an easy-to-use system with none of the unnecessary distractions. Implementation is a breeze and I use it daily. **What do you dislike about Close?** Bulk Templates can't be edited, or leads should be able tobe chosen based on a tick box. This **What problems is Close solving and how is that benefiting you?** As an account manager I know exactly where my accounts stand. I can track my upsells and the tasks functions helps with team alignment and task sending to the correct person. ### 25. Amazing system for client management **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis C. | Customer Success II, Construction, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 10, 2024 **What do you like best about Close?** As a leader in customer success, I've had the opportunity to work with various CRM platforms, and Close stands out for its efficiency and versatility. The platform excels at bringing together client data, calls, and SMS, making it an all-in-one solution for sales and communication management. The platform is really clean and organized, it ensures that you spend more time engaging with clients rather than learning the system. Tracking client interactions, from emails to calls, is seamless, and the detailed contact history helps ensure no information gets lost. It’s easy to filter leads, add notes, and keep the entire team on the same page. I usually know who to call, when to call and what to say thanks to Close. This app is ideal for teams who want an integrated solution that combines client data, calls, and SMS into one accessible platform. **What do you dislike about Close?** Nothing so far and to be completely honest I'm happy with the software and what it offers **What problems is Close solving and how is that benefiting you?** It is helping me keep track of the clients, the back-and-forth communications and improve our workflows. ### 26. We love Close! **Rating:** 5.0/5.0 stars **Reviewed by:** Oliver G. | Head of Sales, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 03, 2025 **What do you like best about Close?** It makes tracking everything that is going on with our sales team effortless. I use it every day to track our pipeline, new leads, and review metrics. It integrated perfectly with our sales funnel and Slack too! **What do you dislike about Close?** The default microphone often changes which can be annoying when making calls. **What problems is Close solving and how is that benefiting you?** It makes tracking our sales pipeline and metrics effortless which means less time trying to work things out and more time spent doing the stuff we need to do. ### 27. #1 Sales Pltform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 31, 2025 **What do you like best about Close?** Organization, and flow for leads, contact, workflows, integrations, it’s great. For smb’s looking to scale have a tool like close is necessary. **What do you dislike about Close?** Since the tool is very sales focused I feel the customer relations part of it is not quite their yet. **What problems is Close solving and how is that benefiting you?** It is the best sales engagement tool, cold calling, managing follow ups, workflows, tracking, etc ### 28. Off-Shore Management **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay B. | Executive Director, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 03, 2025 **What do you like best about Close?** We have a lot of international contracts and Close helps use reach our clients. We can even see their time zone in the CRM section. **What do you dislike about Close?** Nothing to comment on at this time. So, I am confident this isn't needed. **What problems is Close solving and how is that benefiting you?** Helps me and my team reach international clients. ### 29. The cleanest and best software I have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** Cris M. | Agency Owner/Founder, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 06, 2024 **What do you like best about Close?** It is the best software I have ever used. It is clean, fast, effecient, easy to use, and helps you keep track of every single lead you have. There are no more excuses for not following up with leads, because Close makes it impossible to not track your leads. The powerdialer is amazing, and the customer support is insanely quick and super helpful. After this I will never want to switch to another Sales CRM. It is insanely easy to use after watching a few quick tutorials, integrating leads is very quick and seamless, and I use this software literally every day to run my business. **What do you dislike about Close?** The calling costs are a bit high for me, but I also do many calls and I know the costs are similar to other softwares. **What problems is Close solving and how is that benefiting you?** It helps me make a great amount of calls in short periods of time, always keep track of every lead and know what stage they are in to always know what to do when reaching out, and it's just very efficient in general. ### 30. Easy to learn and earn **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 16, 2025 **What do you like best about Close?** I enjoy the layout of Close. The software is laid out to where you can quickly move from call to call while still feeling like you have ample information about who you are calling. **What do you dislike about Close?** Sometimes Close will glitch out and make phone calls sound a little off, but this is very rare. **What problems is Close solving and how is that benefiting you?** Allowing for all of your leads to be in one place. ### 31. Feedback about Close as a developer **Rating:** 5.0/5.0 stars **Reviewed by:** Ashot V. | Data Analyst & BI, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 05, 2024 **What do you like best about Close?** I have been using Close for almost 3 years. There are plenty of features that is worth to list but I am amazed how quickly they respond to completely new concepts in the world such as AI, voice transcription etc. They integrate every new technology that are compatable with the crm contexts. And I bet it keeps them in the top of the competition. Their customer support has been great since I started to work wtih them, and they help us to easily implement every new feature we want to. Here is a few of the "bests" I want to list. -Robust -Quick customer service -easy to use -never disconnected in working hours -great API doc -API endpoints work perfectly **What do you dislike about Close?** I could not think about a single thing I dislike in that system. **What problems is Close solving and how is that benefiting you?** It allows us to get contacted with 1000s of customers via email, phone, text. It allows to assign tasks to the users, track how effectively they call and speak with the customers. ### 32. Close is incredibly easy to use. Quick, efficient and organized is how Close works. **Rating:** 5.0/5.0 stars **Reviewed by:** Zach B. | Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 06, 2025 **What do you like best about Close?** Detailed categories and easy to navigate. **What do you dislike about Close?** I can literally say that I cannot think of any major dislike at all. **What problems is Close solving and how is that benefiting you?** Close helps me keep organized with an overload of leads. ### 33. perfect **Rating:** 5.0/5.0 stars **Reviewed by:** Marialaura H. | sales, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 07, 2025 **What do you like best about Close?** ease of operation and automation, and the full information **What do you dislike about Close?** I think it is a very complete system, if I know of an opportunity to improve it, I will let you know. **What problems is Close solving and how is that benefiting you?** the control of the data quantity ### 34. My Experience with Close CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Vedant T. | Sales Analyst, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 05, 2024 **What do you like best about Close?** I like Close because it helps me manage all our clients very efficiently, allowing us to share the client database among team members and display all operations performed on a particular lead. It is transparent, and all the emails in the inbox are shared with the team, which is essential for maintaining transparency within the team. We can also call clients directly using their stored phone numbers. Close can be integrated with other software according to our needs and demands using its API key. It also offers very handy features such as custom fields, pipelines, and custom activities. **What do you dislike about Close?** I find that the import feature sometimes causes trouble because some fields are not assigned at the time of import. For example, unassigned columns need to be manually assigned. This can be done for CSV files with a small number of columns, but it becomes challenging when dealing with a large number of columns. Another issue is that custom field IDs need to be changed every time you integrate Close with your software. These IDs vary with different Close account owners, which can complicate the integration process. **What problems is Close solving and how is that benefiting you?** Close is solving several problems for us by: Centralizing all lead details and operations in one application. Providing a shared platform for the entire organization. Allowing all team members to review and access information simultaneously. These features benefit us by: Improving organization and efficiency in managing leads. Enhancing collaboration and transparency within the team. Streamlining our workflow by having all necessary information in one place. Reducing miscommunication and ensuring everyone has access to up-to-date information. ### 35. An amazing CRM to enable sales **Rating:** 4.5/5.0 stars **Reviewed by:** Grant W. | VP of Sales, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 11, 2024 **What do you like best about Close?** The AI transcription and summary feature is a huge time saver. Not only does in ensure there is a note for every call made but ensures that all details are captured as sales reps often do not go deep enough when it comes to notes. I also love the inbox view. Being able to see tasks, emails, SMS and missed calls all in one spot is great for organizing your day and ensuring speed to lead. **What do you dislike about Close?** That often when purchasing new phone numbers the numbers are already labelled as spam. Also, the phone billing is not by the second and that it rounds up to the narest dollar. **What problems is Close solving and how is that benefiting you?** Removing wasted time from sales reps day. This allows my team to stay focused on what they do best and do less admin work. ### 36. Love using Close.IO **Rating:** 5.0/5.0 stars **Reviewed by:** Sausha D. | CEO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 03, 2024 **What do you like best about Close?** Close.io is a game-changer for sales teams looking to simplify and supercharge their sales process. With its built-in calling and emailing, you can easily keep all your communication in one place, making it a breeze to track every interaction. The user-friendly interface lets you customize your sales pipeline to fit exactly how you work, so you can move leads through the stages with just a drag and drop. Plus, with insightful reports and easy integrations, Close.io helps you stay on top of your game, closing deals faster and with less hassle. It’s like having an extra teammate that’s always ready to help you succeed! **What do you dislike about Close?** While I really like Close.io, there are a few things that could be better. The customization options for reports and dashboards are a bit limited, which can be a little frustrating if you need something specific. It’s also a bit on the expensive side, so it might not be the best fit for smaller businesses or startups. There’s a bit of a learning curve, especially if you’re new to CRMs or coming from a simpler system. And while it does integrate with many tools, it can be a bit tricky if you rely on specific software that isn’t supported (like Simplero). **What problems is Close solving and how is that benefiting you?** Close.io solves the hassle of juggling multiple tools by combining calling, emailing, and lead tracking all in one place. It keeps everything organized, helps you stay on top of your sales pipeline, and saves you time, making it easier to close deals faster and more efficiently. ### 37. It is so easy to work and use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 07, 2025 **What do you like best about Close?** It is just so easy to navigate and use. I used to use other CRM that you need to essentially have a computer science degree. Close is so great. **What do you dislike about Close?** I am not sure if I have the right labels in place for my database that I use. I may have input wrong, where there is sometimes difficulty in finding a certain property by name. **What problems is Close solving and how is that benefiting you?** Organizing Database ### 38. Simple systematization for a startup starting to prospect **Rating:** 4.5/5.0 stars **Reviewed by:** João Victor F. | CEO, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** November 17, 2024 **What do you like best about Close?** It is very simple to use. It presents you a clear structure of what is a Lead and a Contact and how to go about adding leads. It is also very helpfull to bulk import leads and contacts. **What do you dislike about Close?** Its not clear how the Close goes about running the leads through the workflow. I imagine there are some delay from setp to step and not all leads that you might bulk enroll in a workflow will move together across the steps. Views filters aren't simple to build and many times requires a lot of work to get it right. Some times it misses or delays on replies recieved that I can only see when I check through my provider platform. **What problems is Close solving and how is that benefiting you?** It helps managing my sales department. Every lead goes in there and most of my communication happens through there. It helps me keep track of deals and interested leads. I'm also able to keep track of goals and targets that I want to achieve. ### 39. Finally a modern CRM that does what CRM are supposed to do! **Rating:** 5.0/5.0 stars **Reviewed by:** Simon C. | Founding Partner, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** March 25, 2025 **What do you like best about Close?** It works. I know it sounds basic but there's so many CRM who you end up spending more time maintaining than actually using that it was getting frustrating to not understand why they would not work how they are supposed too. Close just 'gets it' - it works. it's quick, easy, painless, and effective. **What do you dislike about Close?** Nothing yet honestly! after a couple months of using, I haven't found something I don't like yet. **What problems is Close solving and how is that benefiting you?** Maintaining a clear view of my leads, current clients, and all past meetings and email activity ### 40. Really helps work to be an easy thing to do! **Rating:** 5.0/5.0 stars **Reviewed by:** Wes O. | Health Coach, Sales representative, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 01, 2025 **What do you like best about Close?** It works perfectly fine, without any connectivity issues or software problems. **What do you dislike about Close?** Nothing, everything is working perfectly fine so far. **What problems is Close solving and how is that benefiting you?** To be able to connect with more leads all at once. ### 41. Close Makes Everything Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Paul O. | Product Expert, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** March 25, 2025 **What do you like best about Close?** Close has allowed me to seamlessly connect with clients and have everything housed in one place **What do you dislike about Close?** Not much at all. It works exactly how I need it to work **What problems is Close solving and how is that benefiting you?** Being able to easily call, text and email and schedule those in advance as well keeps things very simple ### 42. Very smooth, very good and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 04, 2025 **What do you like best about Close?** I like the set up, the functions and the easy use **What do you dislike about Close?** So far, I do not have anything to complain about. But one thing that is sometimes annoying is that I could call a number today, saying is prohibited and the next day its no longer the case. **What problems is Close solving and how is that benefiting you?** It solves to track the calls made in a day. ### 43. Close has everything we need in a CRM **Rating:** 5.0/5.0 stars **Reviewed by:** April L. | Director of Creative Partnerships, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 21, 2025 **What do you like best about Close?** Has the features that we need most and is continually working to add more. Very good support, quick to help when issues arise. Easy and quick to use. **What do you dislike about Close?** There isn't a lot because if we suggest an update that would be helpful sometimes it's the next thing that is added. **What problems is Close solving and how is that benefiting you?** Helps us to monitor email opens and analyze work flows that may be working or not working. Allows us to keep track of communications with leads as a company. ### 44. Close has a top support and is a top CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 04, 2025 **What do you like best about Close?** That I can work smooth and proper and in case of an issue the Support is very fast and friendly. **What do you dislike about Close?** That our normal Phone Numbers are not implemented yet. **What problems is Close solving and how is that benefiting you?** Without Close it would be very time intensive and it could very messy ### 45. Great experience with Close **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 22, 2025 **What do you like best about Close?** The ease of navigating around the site. Super simple and easy to understand as a once beginner. Customer support is fantastic and quick when you need it. **What do you dislike about Close?** Honestly can't think of any negatives. It's my favourite CRM. **What problems is Close solving and how is that benefiting you?** Being able to easily outreach to leads while keeping each lead in an organised place, and send automated messages/emails. ### 46. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 17, 2025 **What do you like best about Close?** The web app pretty straight forward, easy to use **What do you dislike about Close?** Sometimes, whenever the call is answered, the app kept on ringing. but a refresh is an easy fix **What problems is Close solving and how is that benefiting you?** Calls ### 47. Streamlined interface and reliability **Rating:** 5.0/5.0 stars **Reviewed by:** Chris M. | Closer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** January 10, 2025 **What do you like best about Close?** The most helpful element of Close is the streamline UX/UI. The intuitive construction of the dropdown menus and HUD make ease of use a snap. The simplicity of adding new numbers, integrating different phone, email, and messaging systems makes it a comprehensive tool that does not become cumbersome. Maximizes efficiency. **What do you dislike about Close?** One of the updates made the dropdown menu a little clunky, but that's since been repaired. Zero downsides. **What problems is Close solving and how is that benefiting you?** Full incorporation of all needed features into a single platform for B2C nurture and closing. ### 48. Very Good **Rating:** 5.0/5.0 stars **Reviewed by:** Mihael J. | Sales Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 14, 2025 **What do you like best about Close?** Easy to Use, its the best Software at this Markt **What do you dislike about Close?** I think that everything is very good nothing to say **What problems is Close solving and how is that benefiting you?** Cold Calling ### 49. CRM that works your way **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie L. | Senior Community Manager, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 06, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Close?** Our team adopted Close several months ago, and I like it more each day - and I am on it all day long. It is super intuitive, so the learning curve was pretty much a straignt line. I work in a busy environment where every day is different, and I love knowing that Close is babysitting my most important 'Things to Do' list. The ability to receive and follow-up on phone calls as well as email through the system is great. I also love having a full chain of client corresponcence on one side of my screen, and the progress through our system on the other. Reminder messages are super important as well. My FAVORITE thing is that I can monitor email opens, so know when a prospective client is actually interested or just ghosting me, **What do you dislike about Close?** The only thing I don't have (and that is VERY possibly because I haven't done a deep enough dive, or because it is the way that my company has modified the system) is more classification of my customers. **What problems is Close solving and how is that benefiting you?** Keeping track of my clients and all of my interactions with them. I love being able to go back and easily see where I am with information shared or requested. Especially lovely when someone challenges something you said, and you can quickly find the actual exchange. **Official Response from Sam Wild:** > Thank you for your thoughtful review, Laurie! We really appreciate your feedback. We're so glad Close helps you keep track of all your client communication. ### 50. Great CRM for sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** March 22, 2025 **What do you like best about Close?** I love that everything is in one place, emails, phone calls, video calls. It simplifies to understand what is happening with a specific customer related to a sales case, from the initial cold call to the sign to the contract. There are also a lot of integrations and a good AI that is summarizing the whole content **What do you dislike about Close?** Queue management could have more applicable filters **What problems is Close solving and how is that benefiting you?** It's capacity to have everything in one place and also a good reporting system to track when a client is won ## 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?open_modal_url=%2Fproducts%2Fclose%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fclose%252Freviews%26source%3Dsticky_header_pin&page=10§ion=pricing&secure%5Bexpires_at%5D=2026-08-23+21%3A24%3A11+-0500&secure%5Bsession_id%5D=eb41c58f-a8e3-421e-a6c9-8302d4723d3d&secure%5Btoken%5D=41c3642912bdb70f05e5d21e8241cbbc87a3d402da72d06b66a85aeca466a18b&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) - [Claude Code](https://www.g2.com/products/anthropic-claude-code/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 (24,693 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,311 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)