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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

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).

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 Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

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

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19/month
Free Version Not Supported
Free Trial Supported

Pricing

$40 per month
Free Version Not 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 4.4 / 5
ease 4.0 / 5
features 4.7 / 5
design 4.3 / 5
support 4.5 / 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

  • Keap is a very updated platform and has a very simple and easy-to-navigate interface. It automatically identifies possible leads and showcases them in an organized manner. Its automation features like follow-up mode directly connect with leads. It has wide customization options for email designing and campaign modification. Also, the emails bounce rate is very low.
  • Build funnels to sell your products and services. More advanced marketing features that will help you sell online.
  • We love infusionsoft! It works great. Having our sales and marketing processes in the same system is a huge win!
  • The databases that we can add to the Infusionsoft platform can have different extensions, but generally the size of these is quite large, and the platform does not show any problems when importing them, which shows that it is optimized enough to deal with a lot of data.
  • This application provides management and access to customer database and timely tracking of customer updates. It serves financial functions such as payment and customer management. Apart from having a state-of-the-art automated system, Infusionsoft allows you to manage shopping pages and coupon codes.

Cons

  • The campaign reporting has a low amount of data to examine. No other con.
  • Too confusing to use. Will take up a lot of your time to work with this software. For advanced marketing tech builders.
  • The only downside to infusionsoft is the price. Pretty expensive for startups.
  • Automating the creation of marketing documents within Infusionsoft may not be the most appropriate due to the problems the platform has in mobilizing or managing files in general. In terms of price, Infusionsoft turns out to be one of the most expensive marketing automation services (up to $99 per month depending on the plan).
  • Apart from not having a system for storing documents and other files, the application does not provide interaction with work groups through internal chats. It leaves out influence tracking and overhead tracking functions. Likewise, it does not operate to keep track of time or life cycle of consumers in our database.

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

Keap
Founded: 2001
United States
keap.com

Alternatives

Alternatives

monday CRM

monday CRM

monday.com
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

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

Integrations

AccessOwl Supported
AppointmentCore Supported
Ariglad Supported
Beam AI Supported
Driftrock Supported
Exopen Supported
Gmail Supported
Google Calendar Supported
Integrately Supported
Integry Supported
Make Supported
Nango Supported
Quickwork Supported
Refold Supported
StarfishETL Supported
Unifonic Supported
Vessel Supported
Vinna AI Supported
Voxloud Supported
Workers by Delos Supported

Integrations

AccessOwl Supported
AppointmentCore Supported
Ariglad Supported
Beam AI Supported
Driftrock Supported
Exopen Supported
Gmail Supported
Google Calendar Supported
Integrately Supported
Integry Supported
Make Supported
Nango Supported
Quickwork Supported
Refold Supported
StarfishETL Supported
Unifonic Supported
Vessel Supported
Vinna AI Supported
Voxloud Supported
Workers by Delos Supported
Claim Close and update features and information
Claim Close and update features and information
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