Close

Close helps small businesses manage sales pipelines, automate outreach, and centralize communication. Its most used by sales-led teams in IT services and the insurance sector. Reviewers highlight its clean interface and automation tools. However, limited support for business-to-consumer (B2C) workflows is a drawback. New AI summaries and call-based workflow triggers improve speed and visibility.

Close belongs to the AI Sales Assistant, Account Based Marketing, Auto Dialer, CRM, Call Recording, Call Tracking, Contact Management, Email Management, Email Tracking, Financial CRM, IT Ticketing Systems, Inside Sales, Insurance CRM, Lead Management, Lead Nurturing, Mac CRM, Online CRM, Predictive Dialer, Predictive Lead Scoring, Real Estate CRM, Sales Enablement, Sales Engagement Platform, Sales Force Automation, Sales Forecasting, Sales Tracking, Small Business CRM, VoIP category.

Close offers features such as AI/Machine Learning, Conversation Intelligence, For Sales Teams/Organizations, Lead Management, Meeting Management, Reporting/Analytics, Sales Activity Management, Third-Party Integrations, CRM, Campaign Personalization, Lead Nurturing, Lead Qualification, Target Account Identification, Automatic Call Distribution, Call Center Management, Call Monitoring, Call Recording, Call Routing, Caller ID, Computer Telephony Integration, Predictive Dialer, Contact Management, Data Import/Export, Email Management, Lead Capture, Sales Pipeline Management, Task Management, Workflow Management, Call Transcription, Recording, Reporting & Statistics, Voice Mail, Contact Database, Customizable Fields, Interaction Tracking, Search/Filter, Shared Contacts, Alerts/Notifications, Collaboration Tools, Email Monitoring, Email Tracking, Activity Dashboard, Campaign Management, Click Tracking, Email Templates, Real-Time Notifications, Client Management, Customer Database, Document Management, Email Marketing, Pipeline Management, Prioritization, Auto-Dialer, Performance Management, Drip Campaigns, Lead Notifications, Lead Segmentation, Performance Metrics, Sales Reports, Calendar Management, Marketing Automation, Lead Distribution, Content Library, Engagement Tracking, Real-Time Data, Communication Management, Lead Generation, Prospecting Tools, Customizable Reports, Data Visualization, Forecasting, Calendar/Reminder System, Document Storage, Segmentation, Territory Management, Call Transfer, Mobile Access.

Yes, Close offers a free trial.