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Small Business CRM Software
Close reviews and summary
Close is a sales engagement CRM built specifically to help small and medium-sized businesses convert leads into customers. It consolidates email, calling, and texting capabilities into a single platform without requiring add-ons, catering to the needs of agile, often remote, tech-savvy teams. Packed with productivity features like a Power Dialer and task reminders, it enables reps to contact more leads and maintain consistent follow-up. The philosophy is to provide an affordable, scalable alternative to cumbersome enterprise software for teams that value simplicity and efficiency. Close is perfect for SMBs, startups, and remote sales teams that are tech-enabled and need a lean, all-in-one CRM to manage their pipeline. It suits teams that communicate...
Best for
Close is perfect for SMBs, startups, and remote sales teams that are tech-enabled and need a lean, all-in-one CRM to manage their pipeline. It suits teams that communicate heavily via phone, email, and SMS and want to avoid the cost and complexity of larger enterprise sales suites.
Starting price
$25.00 Per-Month
Category
Small Business CRM Software
Vendor
Elastic
Key takeaways
Our verdict
Close is a highly capable and thoughtfully designed CRM for modern SMB sales teams. Its integrated communication tools and focus on productivity make it an outstanding choice for agile organizations seeking an affordable, unified platform to scale their sales efforts without unnecessary bloat.
Quick facts
Close at a glance
Overall rating
4.7/5
Reviews
139
Starting price
$25.00 Per-Month
Vendor
Elastic
Founded
2013
Location
United States
Category
Small Business CRM Software
Ratings
Close ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
Close pros and cons
Potential strengths
- Close combines CRM records with email, calling, and texting, which can reduce tool switching for sales reps doing frequent outreach.
- Power Dialer and task reminders are useful areas to test for teams that need disciplined lead follow-up.
- The product is positioned for scaling sales teams with high volume outreach, especially SMBs and remote teams.
- Support options include email help desk, forum, knowledgebase, phone, and chat, with live online training, webinars, documentation, and videos listed.
Points to verify
- Run a sample lead workflow from first contact through follow-up tasks to see whether reps can work without side spreadsheets.
- Confirm calling and texting coverage, compliance needs, call quality, and how communication history is stored.
- Check whether Close has the reporting and pipeline views managers need for forecasting and coaching.
- Review desktop and web access needs carefully, since mobile apps are not listed as enabled.
Buyer fit
Who uses Close?
Close is perfect for SMBs, startups, and remote sales teams that are tech-enabled and need a lean, all-in-one CRM to manage their pipeline. It suits teams that communicate heavily via phone, email, and SMS and want to avoid the cost and complexity of larger enterprise sales suites.
Feature research
Close features
These are common features buyers compare in Small Business CRM Software. Product-specific availability should be confirmed with the vendor.
Contact Info Scanning
Automated data extraction from scanned business cards or badges to capture contact details.
Calendar & Alerts
Automated alerts and notifications designed to remind users of pending tasks or scheduled events.
Centralized Document Repository
Keep documents in a unified repository to ensure streamlined accessibility.
Predictive Forecasting
Predict future outcomes using historical data and current market trends.
Lead Scoring & Validation
Evaluate and rank prospects based on their engagement behavior and conversion probability.
Real-Time Web Chat
Provides a synchronous text-based communication channel for instant user interaction.
Automated Marketing Tools
Streamline and analyze marketing efforts, including brand outreach and promotional campaigns.
Quotation & Estimating
Generate professional price quotes and maintain a history of all sent proposals.
Contact Segmentation
Categorize contacts or leads into groups based on shared attributes and characteristics.
Social Platform Integration
Connect system workflows with major social media platforms like LinkedIn, Twitter, and Facebook.
Action Item Tracking
An active registry of project tasks and their current stage of completion.
Sales Territory Management
Segment and manage customer accounts and data based on geographic regions or specific user assignments.
Pricing
Close pricing
Starting price
$25.00 Per-Month
Visit Website
Pricing model: Per User
Pricing can change. Confirm current plans and terms with the vendor.
Compare
Close alternatives
Compare Close with other Small Business CRM Software tools that buyers often evaluate.
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WP-CRM System is a dedicated Customer Relationship Management plugin built for the WordPress platform. It transforms a standard WordPress site into a functional CRM hub, allowing u...
Software reviews
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FAQ
Close FAQs
Close is a sales engagement CRM used by SMB sales teams to manage leads and communicate through email, calling, and texting.
Close may fit scaling sales teams with high volume outreach, especially SMBs and remote teams that want sales communication tied directly to CRM activity.
Yes. Close lists email, calling, and texting for lead communication, along with productivity tools such as task reminders and Power Dialer.
Close lists Cloud, SaaS, and Web-Based access, plus Desktop Mac and Desktop Windows. Mobile Android, iPhone, and iPad options are not listed as enabled.
Buyers should test calling, texting, email follow-up, task reminders, pipeline review, and manager reporting with a realistic sales workflow.
Support options include email help desk, FAQ forum, knowledgebase, phone support, and chat. Training options include live online training, webinars, documentation, and videos.
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