Close Reviews

Close.com is a customer relationship management (CRM) software designed to streamline sales and communication processes. Here are some of its key features and benefits:

1. Efficient Communication Integration: Close.com combines CRM, email, global calling, SMS, and video in one platform, streamlining communication and reducing the need to switch between different tools. This integration enhances team collaboration and saves time.
2. Sales Efficiency: Close.com offers email integration, sales automation, and contact management, making it easier to reach out to leads and nurture client relationships.
3. Robust Reporting and Analytics Tools: Close.com has robust reporting and analytics tools, enabling data-driven decision-making.
4. Customizable Pipelines: Close.com boasts customizable pipelines, allowing businesses to adapt the software to their unique sales processes.
5. Built-in Calling, SMS, Zoom, and Email + Calendar Integrations: All these are included—no additional apps required. Use Close on mobile and desktop apps.
6. Secure: Use roles and permissions with lead visibility to ensure your team members view only the info they need. Close is also SOC 2 Type 2 compliant and GDPR + CCPA compliant.
7. Automation: With Close, select specific lead criteria + an optimized schedule to guide your automated outreach and follow up activity.
8. Call Assistant: Never take notes again with Close’s built-in Call Assistant. Automatically transcribe and summarize every phone call––so your reps can be more focused and productive than ever.
9. Reporting: Robust reporting features help your sales team make smarter decisions and boost revenue. With Close, use built-in dashboards, or customize reports to your needs.

Each of these features offers unique benefits that can help streamline your sales processes and improve your team's productivity. It's always a good idea to explore each feature to see how it can benefit your business. Remember, the right CRM for your business depends on your specific needs and requirements. It's always a good idea to try out a few different options before making a final decision.

Close.com offers a subscription-based pricing model which is billed on a monthly or annual basis. It has 4 pricing editions:

1. Startup: $29 per user per month when billed monthly for annual billings and $25 per user per month. It includes core features like storing leads, contacts, and opportunities, 5 workflows, email and calendar sync, Zapier integration, and Power Dialer.
2. Professional: $109 per user per month when billed monthly for annual billings and $99 per user per month. It includes all Startup features, plus increased leads, contacts, custom fields, and email templates, multiple pipelines, 25 workflows, and custom activities.
3. Enterprise: $149 per user per month when billed monthly for annual billings and $139 per user per month. It includes all Professional features, plus custom objects (Beta), 100 workflows, call coaching, predictive dialer, custom roles & visibility permissions.

All Close plans include built-in calling, email, & SMS functionality. Call and SMS usage are charged separately. There is no free version however there is a 14-day trial available. Please note that prices may vary and it's always best to check the official website for the most accurate and up-to-date information.

In Close.com, the payment method can be added or changed under Settings > Payment. Here, you can adjust your invoice details such as contact email, address, VAT information, etc., and see your past invoice history. If you update your Payment Method, it will be used to charge the next invoice. Changes in payment methods on already issued and paid invoices are not supported. If your credit card cannot be charged, a notification email will be sent to all Admin users of the organization and a banner notification notifying you that your payment is overdue. If your account has sufficient funds and your card is still being declined, please reach out to support@close.com and the Support Team will take a look.