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About

Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.

About

Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works!

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Supported

Audience

Startups and small to mid-sized businesses that want to win more deals faster than ever.

Audience

Salespeople and customer service agents who want to transform calls into full sales presentations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19/month
Free Version Not Supported
Free Trial Supported

Pricing

$15/month
Free for limited use. Starting price $29/month or $180/year for individuals, $99 for teams.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.8 / 5
support 4.8 / 5

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.7 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Everything works very well and customer support replies very very fast in any situation I had. Hands down!
  • Clean and user-friendly interface. Have calling, SMS, email, all in-built. Integrates wonderfully with other Apps, directly or via Zapier. A++ Support Team!!!
  • Intuitive Interface: Close boasts an intuitive and user-friendly interface that makes it easy to navigate and use, even for those who are not tech-savvy. Seamless Communication: Close offers integration with various communication channels, facilitating seamless interactions with leads and clients through email, calling, and more. Responsive Customer Support: Close’s responsive and helpful customer support team are always ready to assist with any queries or technical issues that may arise. These are just a few of the many advantages that Close offers to businesses aiming to optimize their sales processes and improve customer relationship management.
  • I have used close over the years and I must say that it is one of my favorites. The dialing part of the platform is great. You can text and send emails with just a few clicks and the layout is just simple to follow. The support staff is beyond awesome, they respond usually within the hour or max 2. The issues are resolved within the same working day.
  • Close is great because it’s all one email text call I would recommend this to a friend I would use this for my own shop.

Cons

  • Get logged out very often on internet, but maybe it’s my device.
  • Nothing really. Their team is great. They are always deploying new features. Pricing is fair.
  • One drawback of Close, and this is getting very nit picky, could be the absence of certain integrations with niche or specialized software that some businesses might require. This could potentially limit its seamless integration with the entire tech stack of certain companies.
  • Sometimes the audio isn't perfect and the dialing does become slow and laggy.
  • I like everything expect sometimes technical issues.

Pros from Real Users

Pros

  • Easy to use and very convenient for clients who are elderly and don't use another video conferencing platform.
  • CrankWheel is the easiest the program that I have ever used. Many potential clients that cannot get onto other products have no issues connecting via CrankWheel. Ease of use for presenter and ease for end user is CrankWheel's biggest strength.
  • CrankWheel is a game-changer for agents and brokers. It provides instant screen sharing without downloads, ensuring secure, compliant client interactions. Perfect for meeting new federal requirements, it builds trust, improves communication, and streamlines sales. CrankWheel enhances professionalism, efficiency, and transparency—making it an essential tool for today’s insurance professionals.
  • I love that no software needs to be downloaded on the client side. This makes it super easy for them and less hassle for us.
  • I've been using CrankWheel for almost two years now and I couldn't recommend a better webinar service, They make it super convenient with option to send meeting links via text, email, or copy the link. Options to share screen, window or browser tab. Webcam optional, you can schedule meetings, pause screenshares, chrome extension, and even set it up so that when people join the meeting, they need to provide a confirmation number to get in. I'm a licensed self-employed individual and CrankWheel also has the option to build in consent forms in both English and Spanish for the client to fill out right there. All in all, I get my money's worth every month and never regret my investment. Super satisfied with my experience.
  • CrankWheel is an outstanding platform for real-time sales presentations and instant screen sharing. It’s simple, fast, and doesn’t require any downloads, which makes it perfect for connecting with clients on the go. I love how seamlessly it integrates with my workflow — it lets me show demos or quotes instantly, boosting trust and conversion rates. The interface is clean and intuitive, and the ability to share your screen through just a link or phone number is a game changer. CrankWheel has genuinely made remote selling smoother, faster, and more professional. Highly recommend it for any sales team!
  • - easy to use - easy for clients to use - never lags - great features & high quality resolution!
  • It is easy to learn, share and use. I love it because it gives you a professional presentation of your work to clients and it is different from loom or other sharing screens options. I just love it.
  • Crankwheel is so easy to use, it is quick, simple and easy. My potential clients love it! It helps build trust immediately.
  • Clients see my screen in real time No client experience with virtual platforms needed Easy to use Can be used

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Close
Founded: 2013
United States
close.com

Company Information

CrankWheel
Founded: 2015
Iceland
crankwheel.com

Alternatives

Alternatives

Regale

Regale

3Sharp
monday CRM

monday CRM

monday.com

Categories

AI CRM Supported
AI Sales Agents Supported
AI Sales Tools Supported
Automotive CRM Supported
Call Recording Supported
Call Tracking Supported
Cold Email Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Email Tracking Supported
Financial CRM Supported
Hotel CRM Supported
Inside Sales Supported
Lead Management Supported
Lead Nurturing Supported
Legal CRM Supported
Power Dialers Supported
Predictive Dialer Supported
Sales Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
SMS Marketing Supported
Social CRM Supported

Categories

Co-Browsing Supported
Customer Success Supported
Inside Sales Supported
Presentation Supported
Remote Work Supported
Sales Acceleration Supported
Sales Enablement Supported
Screen Sharing Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Not Supported
Dialer Supported
Email Sequencing Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Supported
Predictive Analytics Not Supported
Reporting Supported
Sales Gamification Not Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Call Tracking Features

Call Log Supported
Call Recording Supported
Call Routing Supported
Caller Identification Supported
Campaign Management Not Supported
Conversion Tracking Supported
CRM Supported
IVR / Voice Recognition Not Supported
Keyword Tracking Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Supported
Project Management Supported
Quote Management Not Supported
Sales Management Supported
Scheduling Supported
Time Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Email Tracking Features

A/B Testing Not Supported
Audience Segmentation Supported
Campaign Management Supported
Event-Based Notifications Supported
Location Tracking Not Supported
Team Management Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Not Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Predictive Dialer Features

Call Monitoring Supported
Call Recording Supported
Call Results Supported
Call Transfer Supported
Callback Scheduling Not Supported
Campaign Specific Caller ID Not Supported
Contact Management Supported
FCC Compliance Not Supported
FTC Compliance Not Supported
Lead Capture Supported
Lead Management Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Not Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Not Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Not Supported
Call Recording Supported
Campaign Management Not Supported
Dashboard Supported
Data Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Not Supported
Performance Management Supported

Sales Acceleration Features

Campaign Management Not Supported
CPQ Not Supported
Dialer Not Supported
Email Sequencing Not Supported
Email Templates Not Supported
Email Tracking Not Supported
List Building Not Supported
Meeting Scheduler Supported
Predictive Analytics Not Supported
Reporting Supported
Sales Gamification Supported
Sales Intelligence Not Supported
Sales Workflow Management Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Supported
Performance Management Not Supported
Presentation Management Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Supported

Customer Success Features

Account Alerts Supported
Account Management Not Supported
Communication Management Not Supported
Customer Engagement Supported
Customer Lifecycle Management Not Supported
Health Score Not Supported
Onboarding Supported
Revenue Management Not Supported
Usage Tracking / Analytics Not Supported
Win / Loss Analysis Not Supported

Presentation Features

3D Objects Not Supported
Animations & Transitions Not Supported
Audio Content Not Supported
Collaboration Tools Supported
Content Library Not Supported
Customizable Templates Not Supported
Media Library Not Supported
Offline Editing Not Supported
Offline Presenting Not Supported
Screen Sharing Supported
Search/Filter Supported
Templates Not Supported
Video Content Supported

Remote Work Features

Collaboration Supported
Credential Management Not Supported
Electronic Signature Supported
Employee Monitoring Not Supported
Live Chat Not Supported
Meeting Management Not Supported
Project Management Not Supported
Remote Access Supported
Remote Support Supported
Screen Sharing Supported
Softphone Not Supported
Task Management Not Supported
Time Zone Tracking Not Supported
Video Chat Supported
Web Conferencing Supported

Screen Sharing Features

Annotations / Drawing Tools Not Supported
Desktop / Browser Sharing Supported
Mobile Screen Sharing Not Supported
Presenter Control Management Supported
Remote Control Supported
Screen Capture Supported
Screen Mirroring Supported
Screen Recording Supported

Integrations

HubSpot CRM Supported
Zapier Supported
Abstrakt Supported
Aline Supported
BrightStage AI Supported
Clay Supported
Findymail Supported
Fleece AI Supported
Hightouch Supported
HubSpot Customer Platform Supported
Integrately Supported
LiveChat Supported
Microsoft Edge Not Supported
Motileo Supported
Nango Supported
SavvyCal Supported
SignWell Supported
Textellent Supported
actiondesk Supported
journy.io Supported

Integrations

HubSpot CRM Supported
Zapier Supported
Abstrakt Not Supported
Aline Not Supported
BrightStage AI Not Supported
Clay Not Supported
Findymail Not Supported
Fleece AI Not Supported
Hightouch Not Supported
HubSpot Customer Platform Not Supported
Integrately Not Supported
LiveChat Not Supported
Microsoft Edge Supported
Motileo Not Supported
Nango Not Supported
SavvyCal Not Supported
SignWell Not Supported
Textellent Not Supported
actiondesk Not Supported
journy.io Not Supported
Claim Close and update features and information
Claim Close and update features and information