4.3 out of 5
(73)
Do you work for Close?

Close Features

Sales

Contact Management

Captures contact information of customers and prospects.

81%
(Based on 13 reviews)

Interaction Tracking

Captures interactions and communications between sales teams and customers.

85%
(Based on 13 reviews)

Lead Management

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

88%
(Based on 12 reviews)

Opportunity Management

Tracks prospects based on their location in the sales pipeline.

86%
(Based on 11 reviews)

Gamification

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

44%
(Based on 6 reviews)

Calling

Record Calls

Records calls for future reference.

98%
(Based on 7 reviews)

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.

74%
(Based on 7 reviews)

Click-to-Call

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

96%
(Based on 8 reviews)

Analytics

Open Rates

Records the rate at which emails are opened.

76%
(Based on 7 reviews)

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.

50%
(Based on 6 reviews)

Email Campaigns

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

71%
(Based on 11 reviews)

Email Tracking

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

77%
(Based on 13 reviews)

Marketing Analytics

Measures the effectiveness of marketing campaigns.

67%
(Based on 9 reviews)

Social Marketing

Provides functionality to execute marketing campaigns via social channels.

61%
(Based on 6 reviews)

Contacts

Personalization

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

88%
(Based on 8 reviews)

Information Locater

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

90%
(Based on 7 reviews)

Record Prospect Data

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

90%
(Based on 7 reviews)

Customizations

Email Platform Integration

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

87%
(Based on 9 reviews)

Email Scheduling

Allows administrators to schedule out emails in advance.

81%
(Based on 8 reviews)

Notifications

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

75%
(Based on 8 reviews)

Email Categorization

Allows for the categorization of emails.

67%
(Based on 7 reviews)

Templates

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

83%
(Based on 9 reviews)

Service

Ticketing

Enables customers to communicate issues via a ticketing system.

69%
(Based on 7 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.

88%
(Based on 8 reviews)

Daily Summary

Delivers users a daily summary of activity.

89%
(Based on 6 reviews)

Automated Voicemails

Sends automated voicemails to prospective clients who fail to answer.

92%
(Based on 6 reviews)

Automated Emails

Sends automated emails to increase engagement with prospective clients.

71%
(Based on 7 reviews)

Sorts Prospects

Organizes contacts based on probability of success.

90%
(Based on 7 reviews)

73 Close reviews

4.3 out of 5
Write a Review

Close Features

  • Contact Management
  • Interaction Tracking
  • Lead Management
  • Opportunity Management
  • Gamification
  • Record Calls

Close User Ratings

9.0
Ease of Use
Average: 8.2*
8.1
Quality of Support
Average: 8.5*
8.2
Ease of Setup
Average: 8.2*
* CRM All-in-One Category
Do you work for Close?