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Close.io

4.3
(69)

CRM and sales communication platform with integrated VoIP phone and email syncing. Close.io pushes the boundaries of your sales team by offering an easy-to-use platform which the most powerful search capabilities of any CRM on the market and a seamless phone and email system offering your sales team the ability to do more in a day with less data entry.

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Close.io Features

Sales

Contact Management

Captures contact information of customers and prospects.

85%
(Based on 11 reviews)

Interaction Tracking

Captures interactions and communications between sales teams and customers.

88%
(Based on 11 reviews)

Lead Management

Compiles leads and related data while ranking them based on potential conversion rate.

93%
(Based on 10 reviews)

Opportunity Management

Tracks prospects based on their location in the sales pipeline.

90%
(Based on 9 reviews)

Gamification

Enables competition between a sales team by providing things like challenges and scoreboards.

Not enough data available

Calling

Record Calls

Records calls for future reference.

Not enough data available

Generate Location

Generates an area code local to where the user is calling to increase likelihood of pick-up.

n/a

Call Types

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Not enough data available

Click-to-Call

Gathers contacts from integrated tools, allowing users to call with one click.

100%
(Based on 5 reviews)

Analytics

Open Rates

Records the rate at which emails are opened.

Not enough data available

Link Activity

Records the rate at which links in emails are followed.

n/a

Attachment Activity

Records the rate at which email attachments are opened or downloaded.

n/a

Marketing

Newsletters

Enables the creation and distribution of marketing newsletters.

Not enough data available

Email Campaigns

Provides tools such as budgeting and calendaring to orchestrate and execute an email campaign.

80%
(Based on 9 reviews)

Email Tracking

Tracks outgoing emails and enables users see if targets viewed an email.

82%
(Based on 11 reviews)

Marketing Analytics

Measures the effectiveness of marketing campaigns.

70%
(Based on 7 reviews)

Social Marketing

Provides functionality to execute marketing campaigns via social channels.

Not enough data available

Contacts

Personalization

Retains a log of extraneous contact information such as timezone and contact engagement.

94%
(Based on 5 reviews)

Information Locater

Finds and opens saved contact information for reference at the time of a new call.

Not enough data available

Record Prospect Data

Allows users to denote which contacts they believe are prospective customers.

Not enough data available

Customizations

Email Platform Integration

Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

85%
(Based on 6 reviews)

Email Scheduling

Allows administrators to schedule out emails in advance.

80%
(Based on 6 reviews)

Notifications

Reminds administrators to follow-up on emails based on pre-set reminders.

75%
(Based on 6 reviews)

Email Categorization

Allows for the categorization of emails.

Not enough data available

Templates

Allows for the creation of templates for frequently-sent emails.

93%
(Based on 6 reviews)

Service

Ticketing

Enables customers to communicate issues via a ticketing system.

67%
(Based on 6 reviews)

Live Support Chat

Enables users to assist customers via live chat.

n/a

Insights

Notes

Allows users to take notes during or after the call for future reference.

94%
(Based on 5 reviews)

Daily Summary

Delivers users a daily summary of activity.

Not enough data available

Automated Voicemails

Sends automated voicemails to prospective clients who fail to answer.

Not enough data available

Automated Emails

Sends automated emails to increase engagement with prospective clients.

Not enough data available

Sorts Prospects

Organizes contacts based on probability of success.

Not enough data available