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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

EngageBay is a simple, affordable, integrated, all-in-one marketing, sales and service automation platform with free CRM, built to grow small businesses and startups. The marketing automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and sales automation, you can organize all your email contacts, track deals, and the sales pipeline to grow your sales. Further, you can build meaningful customer relationships that stay for life. And finally, with the free live chat and helpdesk features, provide real-time assistance to convert visitors to happy customers. Track, prioritize, and solve customer support tickets in minutes.

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

Audience

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

Audience

Companies interested in an affordable, powerful and integrated all-in-one marketing, sales & support CRM

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

$10.79/user/month (biennially)
All In One plans starting from $10.79 to $57.59 (paid biennially)
Marketing Bay starts from $9.35 to $35.99 (paid biennially)
Sales Bay starts from $9.35 to $35.99 (paid biennially)
Service Bay is FREE forever
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 4.9 / 5
design 4.7 / 5
support 5.0 / 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 & Cons from Real Users

Pros

  • EngageBay is a tool that is worth considering as it is very simple and intuitive. I have not seen such an excellent customer support that they offer.
  • Usability. Customer support. Amount of features available. Cost efficiency. Great user interface. Great communication.
  • It is easy to setup Automations in EngageBay and the support is great too. Very keen on replying quickly.
  • All-in-One Platform: EngageBay integrates marketing, sales, and customer support into a single, unified platform. This has drastically reduced the need for multiple subscriptions, saving us both time and money. We can manage our email marketing campaigns, track sales pipelines, and handle customer support tickets all from one place. User-Friendly Interface: The platform is incredibly intuitive and easy to use. Even for someone who isn't a tech expert, the learning curve is minimal. The dashboard is well-organized, making navigation seamless. Affordable Pricing: EngageBay offers a robust set of features at a fraction of the cost compared to other all-in-one CRM platforms. The pricing is very reasonable, especially for startups and small businesses looking to scale without breaking the bank. Powerful Marketing Automation: The marketing automation tools are top-notch. We’ve been able to automate our email campaigns, segment our contact lists, and nurture leads effortlessly. The visual workflow builder is a standout feature, making it easy to create complex automation workflows. Responsive Customer Support: EngageBay’s customer support team is fantastic. Whenever we’ve had questions or needed help, they’ve been quick to respond and very helpful. The live chat feature is particularly useful for getting immediate assistance. Extensive Feature Set: From landing page builders and email templates to CRM and helpdesk functionalities, EngageBay offers everything you need to grow your business. The platform continues to add new features and updates regularly, which shows their commitment to customer satisfaction.
  • EngageBay is a best platform for startups. It is a comprehensive tool with all the features that are needed for startup to grow.

Cons

  • I have been using this tool for more than a year now and found no majors issues apart from few lags here and there.
  • Some technical issues, though mostly caused by User error or external factors that are not necessarily to do with EngageBay.
  • Although it is easy to setup it takes some time to get to know the options.
  • Nothing that i dont like. Maybe they should start including AI features into the mix.
  • I have not found any issues with the product so far.

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

EngageBay
Founded: 2017
United States
engagebay.com

Alternatives

Alternatives

SalesNOW

SalesNOW

Interchange Solutions
monday CRM

monday CRM

monday.com
HubSpot CRM

HubSpot CRM

HubSpot

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

CRM Supported
Email Marketing Supported
Help Desk Supported
Landing Page Supported
Lead Generation Supported
Marketing 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

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

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 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

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

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 Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Help Desk Features

Alerts / Escalation Not Supported
Automated Routing Not Supported
Community Forums Not Supported
Customizable Branding Not Supported
Document Storage Supported
Email Integration Supported
Incident Management Not Supported
Interaction Tracking Not Supported
IT Asset Management Not Supported
Knowledge Base Supported
Known Issue Management Not Supported
Live Chat Supported
Multi-Channel Communication Not Supported
Multiple Brands / Products Not Supported
Network Monitoring Not Supported
Real-time Chat Supported
Self Service Portal Not Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

Landing Page Features

A/B Testing Supported
Analytics Supported
Drag & Drop Supported
Form Creation Supported
Real Time Editing Supported
Responsive Supported
SEO Management Supported
Templates Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Social Media Marketing Features

Analytics Supported
Automated Publishing Supported
Contact Management Supported
Content Management Supported
Conversion Tracking Supported
Customer Targeting Not Supported
Keyword Filtering Not Supported
Multi-Account Management Supported
Post Scheduling Supported

Integrations

Google Calendar Supported
Google Drive Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Integrately Supported
Intercom Supported
JustCall Supported
Mailchimp Supported
Quickwork Supported
Textellent Supported
Workers by Delos Supported
Zapier Supported
Aline Supported
ChatGPT Supported
Easyflow Not Supported
Exopen Supported
Fathom Supported
Mailgun Not Supported
Metorial Supported
Morphic Not Supported

Integrations

Google Calendar Supported
Google Drive Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Integrately Supported
Intercom Supported
JustCall Supported
Mailchimp Supported
Quickwork Supported
Textellent Supported
Workers by Delos Supported
Zapier Supported
Aline Not Supported
ChatGPT Not Supported
Easyflow Supported
Exopen Not Supported
Fathom Not Supported
Mailgun Supported
Metorial Not Supported
Morphic Supported
Claim Close and update features and information
Claim Close and update features and information
Claim EngageBay and update features and information
Claim EngageBay and update features and information