Close vs. NexJ CRM Comparison


Close	NexJ CRM NexJ Systems Inc.	+	+
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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,191 Ratings Visit Website Creatio Creatio is a global vendor of an agentic AI-native CRM and workflow automation platform that combines no-code development and AI to automate customer journeys and business processes with maximum flexibility. The platform includes Creatio Studio, enabling users to build applications and AI agents with natural language and visual tools, alongside a full AI CRM suite for marketing, sales, and service with embedded AI agents. Organizations can design and automate end-to-end workflows, leverage analytics, and accelerate development with up to 10× faster time-to-value. Creatio also offers industry-specific solutions, including Financial Services CRM, and workflows across 19+ industries, supported by a marketplace of add-ons and integrations. Recognized by Gartner and Forrester and highly rated on G2, Creatio serves thousands of customers globally with a strong partner ecosystem. 522 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 40 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 134 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 189 Ratings Visit Website Popl Popl captures, enriches, and syncs in-person leads, turning real-world interactions into CRM-ready pipeline. The platform eliminates manual data entry, badge scanners, CSV uploads, and the inefficiencies of traditional lead capture. Powered by AI, Popl instantly routes new contacts to your CRM and fetches enriched details like job title, email, phone number, and LinkedIn profile. Its intuitive dashboard lets teams customize capture flows, qualify leads on the spot, trigger automated follow-ups, and measure ROI in real time. Popl integrates seamlessly with Salesforce, HubSpot, and other leading CRM platforms. Used by 90% of Fortune 500 companies, Popl helps teams consistently 3x lead volume and drive measurable ROI from every in-person interaction. 6,816 Ratings Visit Website CallHub CallHub is a digital organizing platform empowering political campaigns, nonprofits, advocacy groups, unions, and businesses with scalable outreach via calling, texting, email, and automation. The platform offers Predictive Dialer for high-volume campaigns, Power Dialer for personalized calls, and Auto Dialer. AI-powered Smart Insights categorize call sentiments. Dynamic Caller ID, Spam Shield, and SHAKEN/STIR compliance maximize answer rates. Text capabilities include Peer-to-Peer Texting, Text Broadcasts, and Text-to-Join with SMS/MMS support, URL tracking, and automated responses. Workflows automation enables multi-channel campaigns. The mobile app allows volunteers join campaigns from smartphones. CRM integrations with NationBuilder, NGP VAN, Salesforce, and Blackbaud ensure seamless sync. CallHub is SOC 2, ISO 27001, GDPR, and TCPA compliant. Trusted by 200,000+ campaigns, it has facilitated 1 billion calls and 750 million texts. 424 Ratings Visit Website CrankWheel 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! 187 Ratings Visit Website CallTrackingMetrics CallTrackingMetrics is the only SaaS platform that uses call tracking and conversion intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center. Unify communications across your entire organization with our phone, text, online form, and live chat tools. More than 100,000 users around the globe trust CallTrackingMetrics to manage communications for their marketing, sales, and service teams. Call tracking features include reliable dynamic number insertion (DNI) for session-level attribution, local, toll-free, and vanity tracking numbers, and omnichannel attribution across calls, texts, form fills, and chats. Key contact center features include a browser-based softphone, smart routing options, SMS campaigns, automated call scoring, and smart dialer functionality. 929 Ratings Visit Website Lofty Featuring an AI-powered CRM, stunning IDX websites, and fan favorite tools like our Dynamic CMA and automated social media marketing (Social Studio), Lofty (formerly Chime) is an all-in-one platform known for its ease of use. Designed from the ground up for real estate professionals to drive more leads to close, our intuitive system ensures no matter how many years your agents have been in the business or their level of technical skill, they can easily step in and start using Lofty to generate results. Want an AI assistant that engages with leads 24/7 and learns as it interacts? We’ve got that. Want a geo-farming solution that helps you identify those hard-to-find seller leads in a specific neighborhood? We’ve got that too (it’s built-in). Want award-winning technology that understands how teams work and how to help you stand out from the competition? We’ve got all that and more. Want to close MORE deals FASTER? It's time for Lofty! 407 Ratings Visit Website
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 Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Startups and small to mid-sized businesses that want to win more deals faster than ever.	Audience Financial Services/Firms, Banks, Financial Advisors, Wealth Management Firms
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $49.00/month Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 4.9 / 5 ease 4.8 / 5 features 4.8 / 5 design 4.8 / 5 support 4.8 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Close Founded: 2013 United States close.com	Company Information NexJ Systems Inc. Founded: 2003 Toronto, Ontario www.nexj.com
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Hot Prospector M&M Helton Enterprises	PickyStory
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Creatio View All	HubSpot CRM HubSpot View All
Categories Automotive CRM Call Recording Call Tracking Cold Email Construction CRM Contact Management CRM Email Tracking Financial CRM Hotel CRM Inside Sales Lead Management Lead Nurturing Legal CRM Predictive Dialer Real Estate CRM Real Estate Lead Generation Sales Sales Acceleration Sales Enablement Sales Engagement Sales Force Automation SMS Marketing Social CRM	Categories AML Banking CRM Customer Advocacy Customer Engagement Customer Experience Customer Loyalty Customer Success Event Management Financial CRM Financial Management Financial Services Social CRM Wealth Management
CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Show More Features Call Tracking Features Call Log Call Recording Call Routing Caller Identification Campaign Management Conversion Tracking CRM IVR / Voice Recognition Keyword Tracking Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Email Tracking Features A/B Testing Audience Segmentation Campaign Management Event-Based Notifications Location Tracking Team Management Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Lead Nurturing Features A/B Testing Campaign Management Drip Campaigns Lead Capture Lead Notifications Lead Scoring Lead Segmentation Performance Metrics Personalization Pipeline Management Predictive Dialer Features Call Monitoring Call Recording Call Results Call Transfer Callback Scheduling Campaign Specific Caller ID Contact Management FCC Compliance FTC Compliance Lead Capture Lead Management Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation SMS Marketing Features 2-Way Messaging Artificial Intelligence Contact Management Mass Texting Message Personalization MMS Mobile Coupons Mobile Keywords Polls / Voting Reporting/Analytics Scheduled Messaging Shortcodes Text-to-Win Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Engagement Features Call Scripts / Call Steps CRM Integration Email Sequences Email Tracking / Automation Lead Management Reporting / Analytics Sales / Voice Dialer Sales Automation Search Task Management Templates Workflow Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management	CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Show More Features AML Features Behavioral Analytics Case Management Compliance Reporting Identity Verification Investigation Management PEP Screening Risk Assessment SARs Transaction Monitoring Watch List Banking Features ATM Management Compliance Tracking Corporate Banking Credit Card Management Credit Union Investment Banking Multi-Branch Online Banking Private Banking Retail Banking Risk Management Securities Management Transaction Monitoring Customer Advocacy Features Advocate Management Campaign Management Communication Management Community Management Gamification Referral Tracking Reporting/Analytics Rewards Program Social Engagement Customer Engagement Features Analytics Churn Management Communication Management Community Management Content Syndication Feedback Collection Gamification Live Chat Video Content Customer Experience Features Action Management Analytics Customer Segmentation Dashboard Feedback Management Knowledge Management Multi-Channel Collection Sentiment Analysis Survey Management Text Analysis Trend Analysis Customer Loyalty Features Corporate Memberships CRM Customer Activity Tracking Discount Management Gift Card System Loyalty Card System Member Portal Membership Management No-Card Loyalty System Referral Tracking Rewards Management Customer Success Features Account Alerts Account Management Communication Management Customer Engagement Customer Lifecycle Management Health Score Onboarding Revenue Management Usage Tracking / Analytics Win / Loss Analysis Event Management Features Attendee Management Badge Management Conferences / Conventions Exhibit / Vendor Management Gamification Room Block Management Social Media Promotion Sponsorship Management Surveys & Feedback Ticketing Volunteer Management Weddings / Parties Financial Management Features Budgeting & Forecasting Cash Management Consolidation / Roll-Up Currency Management Financial Reporting Investment Management Project Management Revenue Recognition Risk Management Tax Management Financial Services Features Analytics Branch Optimization Channel Management Compliance Management Customer Engagement Performance Management Risk Management
Integrations Balto Bearworks BrightStage AI Chief Clay DocSales Finsi GAConnector Gmail HubSpot Marketing Hub HummingDeck Integry Outdoo AI Peaka Plecto Rafiki Refold Segment TOPOL.io Unifonic Show More Integrations View All 129 Integrations	Integrations Balto Bearworks BrightStage AI Chief Clay DocSales Finsi GAConnector Gmail HubSpot Marketing Hub HummingDeck Integry Outdoo AI Peaka Plecto Rafiki Refold Segment TOPOL.io Unifonic Show More Integrations
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