Related Products
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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.
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About
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
|
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Audience
Startups and small to mid-sized businesses that want to win more deals faster than ever.
|
Audience
Small businesses that need an all-in-one CRM and sales and marketing platform
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
|
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19/month
Free Version
Not Supported
Free Trial
Supported
|
Pricing
$40 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
|
Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationClose
Founded: 2013
United States
close.com
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Company InformationKeap
Founded: 2001
United States
keap.com
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Alternatives |
Alternatives |
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Categories |
Categories |
|||||
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
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
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
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
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
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
Not Supported
Document Storage
Not Supported
Email Marketing
Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Supported
Quotes / Proposals
Not Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Supported
Territory Management
Supported
Contact Management Features
Activity Management
Not Supported
Appointment Management
Not Supported
Contact Database
Supported
Contact History
Not Supported
Contact Import/Export
Supported
Customer Pipeline
Not Supported
Email Marketing
Not Supported
Group Management
Not Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Not Supported
Sales Pipeline Management
Supported
Search / Filter
Not Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Not Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Not Supported
Lead Nurturing
Supported
Lead Scoring
Not Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Not Supported
Source Tracking
Not Supported
Lead Nurturing Features
A/B Testing
Supported
Campaign Management
Supported
Drip Campaigns
Supported
Lead Capture
Supported
Lead Notifications
Supported
Lead Scoring
Not Supported
Lead Segmentation
Supported
Performance Metrics
Supported
Personalization
Supported
Pipeline Management
Supported
Appointment Scheduling Features
Appointment Reminders
Supported
Automated Scheduling
Not Supported
Calendar Sync
Supported
Client Database
Supported
Group Scheduling
Not Supported
Mobile Access
Supported
Multi-Location
Supported
Online Booking
Supported
Online Payments
Supported
Recurring Appointments
Not Supported
Room Booking Management
Not Supported
Billing and Invoicing Features
Billing Portal
Not Supported
Contact Database
Supported
Contingency Billing
Not Supported
Customer Portal
Not Supported
Customizable Invoices
Supported
Dunning Management
Not Supported
Hourly Billing
Not Supported
Invoice History
Not Supported
Mobile Payments
Supported
Multi-Currency
Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Project Billing
Supported
Recurring/Subscription Billing
Supported
Service Ticket Billing
Not Supported
Tax Calculator
Not Supported
Campaign Management Features
Channel Management
Not Supported
Contact Database
Supported
Email Marketing
Supported
Event Triggered Actions
Supported
Lead Management
Supported
Multi-Campaign
Supported
Customer Communications Management Features
Batch Communications
Supported
Chat / Messaging
Not Supported
Content Management
Supported
Email Distribution
Supported
Interactive Content
Not Supported
Multi-Channel Communications
Not Supported
On-Demand Communications
Supported
Personalization
Supported
Print Management
Not Supported
Template Management
Supported
Video Content
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
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
Quoting Features
Automated Quoting
Not Supported
Catalog Management
Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Not Supported
Proposal Management
Not Supported
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Integrations
AccessOwl
Supported
AppointmentCore
Supported
Ariglad
Supported
Beam AI
Supported
Driftrock
Supported
Exopen
Supported
Gmail
Supported
Google Calendar
Supported
Integrately
Supported
Integry
Supported
|
Integrations
AccessOwl
Supported
AppointmentCore
Supported
Ariglad
Supported
Beam AI
Supported
Driftrock
Supported
Exopen
Supported
Gmail
Supported
Google Calendar
Supported
Integrately
Supported
Integry
Supported
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