Close vs. OptifiNow Comparison


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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. 12,537 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 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. 554 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. 136 Ratings Visit Website Adversus Adversus is an outbound dialing solution that helps you streamline your call strategies, automate manual processes, and provide valuable insights to improve your outbound workflows and efficiency. Adversus was born in 2015 after our founders experienced a lack of flexibility with the solution they worked with. The dream was to build an outbound solution that would change the game․ We believe in user-driven innovation, and we acknowledge that every single user has different needs and demands. We provide a solution that incorporates flexibility and customization to every aspect of the workflow. At Adversus, our primary focus is to have a future-proof solution that never falls behind. We do not just want to adapt to the market but instead push the boundaries of what is possible. Adversus is used by businesses in a wide range of industries, with the common goal to make their outbound call activities more efficient. The size ranges from one to several hundred end-users. 172 Ratings Visit Website Aircall Aircall is an AI-powered customer communications and intelligence platform that unifies phone, messaging, and call center operations. Designed for sales and support teams, it enhances every interaction with features like AI Voice Agents, real-time conversation coaching, and integrated WhatsApp messaging. With powerful analytics, call recording, and shared inboxes, teams gain clarity and can resolve customer issues faster. The platform is easy to set up, offering quick number claiming, seamless integrations, and customizable workflows. Trusted by over 23,000 companies worldwide, Aircall helps businesses improve connection rates, boost CSAT scores, and streamline onboarding. By combining automation with human-first AI, Aircall reduces busywork so teams can focus on building better customer relationships. 1,838 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. 428 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! 240 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. 939 Ratings Visit Website DialerAI Our autodialer software are used for automating sales calls, payment collections, appointment reminders, phone polling and market research. It can also be used for mass emergency voice broadcasting. The system is ideal for Telcos and companies selling callcenter services as it is multi-tenant with billing and white-labeled while being economical to run as you choose your own Voice Provider. Our autodialer software can massively increase productivity by dropping busy, unanswered and disconnected line, passing calls answered by real people back to your agents, and leaving messages on answering machines. 5 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 OptifiNow empowers management teams to take control of sales teams and their results. OptifiNow’s enterprise solutions, effortlessly delivers sales support and management at every point in the customer life cycle from the convenience of the cloud. The OptifiNow Team mixes the best of Customer Service and Support with a leading class cloud-based Sales & Marketing Platform. OptifiNow is flexible and adaptable, which allows each enterprise to define their own benchmark sales and marketing processes, resulting in uncovering more leads and closing more deals. We’re here to redefine selling. With our sales and process automation tools, we empower companies to build tailored sales processes that drive sales success. OptifiNow is a cloud-based sales and process automation software platform designed to address the changing needs of today’s sales force. A single integrated platform, it brings together all of the software tools and features you need.
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 Not Supported
Audience Startups and small to mid-sized businesses that want to win more deals faster than ever.	Audience Sales agents and businesses looking for a solution to increase sales and improve productivity
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $19/month Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
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
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.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Not Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Close Founded: 2013 United States close.com	Company Information OptifiNow optifinow.com
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Creatio View All	CentraHub CRM CentraHub View All
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 Sales Force Automation Supported SMS Marketing Supported Social CRM Supported	Categories Lead Management Supported Sales Force Automation 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 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 Show More Features 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 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	Lead Management Features Activity Tracking Not Supported Campaign Management Not Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Not Supported Pipeline Management Not Supported Prospecting Tools Not Supported Source Tracking Supported Sales Force Automation Features Call Management Not Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Not Supported Contract Management Not Supported Customer Database Not Supported Email Marketing Not 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 Not Supported
Integrations Abstrakt Supported Aline Supported ChatGPT Supported Clay Supported Fathom Supported Geckoboard Supported Gmail Supported Hightouch Supported HubSpot Customer Platform Supported Josys Supported Lead411 Supported Mailchimp Supported Peaka Supported QuotaPath Supported SavvyCal Supported Segment EDI Platform Supported Tability Supported VoilaNorbert Supported WhatsApp Supported honeysales Supported Show More Integrations View All 143 Integrations	Integrations Abstrakt Not Supported Aline Not Supported ChatGPT Not Supported Clay Not Supported Fathom Not Supported Geckoboard Not Supported Gmail Not Supported Hightouch Not Supported HubSpot Customer Platform Not Supported Josys Not Supported Lead411 Not Supported Mailchimp Not Supported Peaka Not Supported QuotaPath Not Supported SavvyCal Not Supported Segment EDI Platform Not Supported Tability Not Supported VoilaNorbert Not Supported WhatsApp Not Supported honeysales Not Supported Show More Integrations
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