Close Features

Based on 1187 Close reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 1202 Close reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

As reported in 1190 Close reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 1117 Close reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 1064 Close reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

As reported in 1091 Close reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 1201 Close reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 1109 Close reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 36 Close reviews. Allows inflow of requests through various digital channels such as email, social media, etc.

Allows users to access the software using mobile devices. This feature was mentioned in 37 Close reviews.

Provides queue management in case of increase in case/call inflow. 37 reviewers of Close have provided feedback on this feature.

As reported in 37 Close reviews. Allows distribution of incoming calls to agents.

Allows users to request a call back. This feature was mentioned in 36 Close reviews.

Based on 36 Close reviews. Offers IVR (interactive voice response) for interaction between customers and a computer operated phone system.

Based on 36 Close reviews. Allows automatic distribution of incoming calls to the agents.

Based on 1335 Close reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Based on 1340 Close reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 1365 Close reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 1153 Close reviews.

Based on 1290 Close reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 1110 Close reviews.

As reported in 1118 Close reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 1149 Close reviews.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. 1242 reviewers of Close have provided feedback on this feature.

As reported in 1203 Close reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

As reported in 1317 Close reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities 1121 reviewers of Close have provided feedback on this feature.

Based on 1202 Close reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 1213 Close reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 1247 Close reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 1237 Close reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 1186 Close reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 1117 Close reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 1120 Close reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Based on 1053 Close reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone This feature was mentioned in 1062 Close reviews.

Based on 1084 Close reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 1073 Close reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 1244 Close reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 1266 Close reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 1129 reviewers of Close have provided feedback on this feature.

Compiles data from a breadth of either internal or external sources. This feature was mentioned in 162 Close reviews.

As reported in 162 Close reviews. Enables user to communicate data by securely exporting and sharing it.

Allows users to view data visualizations on several devices. This feature was mentioned in 162 Close reviews.

Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. This feature was mentioned in 165 Close reviews.

Based on 159 Close reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 159 Close reviews.

Provides insights to determine which deals already in the pipeline have the best chance of closing. This feature was mentioned in 159 Close reviews.

As reported in 154 Close reviews. Warns sales teams of accounts that may be at risk of being lost.

Based on 157 Close reviews. Provides live customer data so that sales organizations forecasts stay current.

Based on 159 Close reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Based on 156 Close reviews. Enables competition between a sales team by providing things like challenges and scoreboards.

As reported in 155 Close reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 160 reviewers of Close have provided feedback on this feature.

Records calls for future reference. 659 reviewers of Close have provided feedback on this feature.

As reported in 640 Close reviews. Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

Gathers contacts from integrated tools, allowing users to call with one click. 654 reviewers of Close have provided feedback on this feature.

As reported in 24 Close reviews. Has auto-dialing or predictive dialing functionality.

Retains a log of extraneous contact information such as timezone and contact engagement. 650 reviewers of Close have provided feedback on this feature.

As reported in 613 Close reviews. Finds and opens saved contact information for reference at the time of a new call.

As reported in 648 Close reviews. Allows users to denote which contacts they believe are prospective customers.

As reported in 671 Close reviews. Allows users to take notes during or after the call for future reference.

As reported in 625 Close reviews. Delivers users a daily summary of activity.

Sends automated voicemails to prospective clients who fail to answer. 587 reviewers of Close have provided feedback on this feature.

Based on 647 Close reviews. Sends automated emails to increase engagement with prospective clients.

Based on 626 Close reviews. Organizes contacts based on probability of success.

Based on 23 Close reviews. Automatically transcribes and summarizes meeting discussions.

Based on 483 Close reviews. Records the rate at which emails are opened.

As reported in 491 Close reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

Allows administrators to schedule out emails in advance. 491 reviewers of Close have provided feedback on this feature.

Reminds administrators to follow-up on emails based on pre-set reminders. 516 reviewers of Close have provided feedback on this feature.

As reported in 472 Close reviews. Allows for the categorization of emails.

Allows for the creation of templates for frequently-sent emails. 514 reviewers of Close have provided feedback on this feature.

As reported in 133 Close reviews. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Based on 133 Close reviews. Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads. This feature was mentioned in 140 Close reviews.

Based on 134 Close reviews. Utilizes natural language processing to set up meetings.

As reported in 136 Close reviews. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

As reported in 133 Close reviews. Automates the entry of collected data.

Based on 133 Close reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Provides real-time coaching to sales representatives. This feature was mentioned in 127 Close reviews.

As reported in 134 Close reviews. Tracks and analyzes sales representative performance.

Based on 134 Close reviews. Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 134 reviewers of Close have provided feedback on this feature.

Based on 218 Close reviews. Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

Based on 220 Close reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 211 reviewers of Close have provided feedback on this feature.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 209 Close reviews.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 215 reviewers of Close have provided feedback on this feature.

Integrates with calendar software so users can seamlessly schedule calls. 219 reviewers of Close have provided feedback on this feature.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. This feature was mentioned in 218 Close reviews.

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. 213 reviewers of Close have provided feedback on this feature.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 213 reviewers of Close have provided feedback on this feature.

Based on 203 Close reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 201 Close reviews.

Based on 199 Close reviews. Provides gamifaction features to rank sales reps on performance

Presents information about the individual being called before the call begins. 148 reviewers of Close have provided feedback on this feature.

Gives agents a predetermined amount of time to view call information before automatically calling. Similar to Preview Dialing. This feature was mentioned in 149 Close reviews.

Based on 15 Close reviews. Uses machine learning to determine the best times to call and adjust dialing speed to connect agents with leads efficiently.

Allows a supervisor to listen to a call and train in real time. 144 reviewers of Close have provided feedback on this feature.

Reschedules calls within the software itself, either through a prompt or by the agent themselves. 140 reviewers of Close have provided feedback on this feature.

Records calls to access or evaluate at a later time to ensure quality standards are met, and pause recording of live calls if necessary. This feature was mentioned in 145 Close reviews.

Decides response type by determining if voice is a human response or an answering machine. 139 reviewers of Close have provided feedback on this feature.

Uses touch-tone or voice input to interact with callers, gather information, and route them to the appropriate agent or department. 140 reviewers of Close have provided feedback on this feature.

As reported in 140 Close reviews. Removes phone numbers from an uploaded list that appear on the National Do Not Call Registry.

Based on 262 Close reviews and verified by the G2 Product R&D team. Enables users to send mass text message campaigns

Based on 284 Close reviews and verified by the G2 Product R&D team. Facilitates two-way text messaging to encourage consumer engagement and loyalty

Based on 279 Close reviews and verified by the G2 Product R&D team. Provides the ability to schedule single or bulk text messages to recipients on a specific date and time

Based on 264 Close reviews and verified by the G2 Product R&D team. Provides automatic text message replies to recipients

As reported in 249 Close reviews. Provides automatic URL shortening to use less characters via text

As reported in 254 Close reviews. Sends out multimedia via text messages, such as coupons, pictures, and audio

As reported in 253 Close reviews. Offers features for personalizing text messages based on customer information or past behavior

Based on 102 Close reviews. Software incorporates multiple digital communications channels.

Allows incorporation of inbound contacts from non-marketing channels. This feature was mentioned in 104 Close reviews.

Includes physical media (mail, flyers, billboards, etc.) in the channels mix. 104 reviewers of Close have provided feedback on this feature.

Based on 106 Close reviews. Allows planning and deployment of an overall communications strategy.

Includes or integrates with content creation apps. 103 reviewers of Close have provided feedback on this feature.

As reported in 103 Close reviews. Outbound communications are segmented and personalized.

As reported in 103 Close reviews. Inbound contacts are identified and handled based on history.

As reported in 100 Close reviews. Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements.

Based on 277 Close reviews and verified by the G2 Product R&D team. Provides pre-built or customizable performance reports

Based on 273 Close reviews and verified by the G2 Product R&D team. Automates tasks and features for added convenience

Based on 260 Close reviews and verified by the G2 Product R&D team. Facilitates the integration of text messaging into existing business applications through an SMS gateway API

Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. This feature was mentioned in 192 Close reviews.

Based on 195 Close reviews. Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage

Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations This feature was mentioned in 188 Close reviews.

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 196 reviewers of Close have provided feedback on this feature.

As reported in 194 Close reviews. Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

As reported in 37 Close reviews. Allow managers/supervisors to monitor calls for quality assurance purposes.

Allows managers/supervisors to evaluate the performance of agents. 36 reviewers of Close have provided feedback on this feature.

Allows supervisors/managers to record and review telephone conversations of agents. 39 reviewers of Close have provided feedback on this feature.

Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. This feature was mentioned in 38 Close reviews.

Based on 81 Close reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. This feature was mentioned in 81 Close reviews.

Simulates human-like speech from text inputs. 36 reviewers of Close have provided feedback on this feature.

Allows users to generate text based on a text prompt. 99 reviewers of Close have provided feedback on this feature.

Based on 98 Close reviews. Condenses long documents or text into a brief summary.

Based on 195 Close reviews. Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input 12 reviewers of Close have provided feedback on this feature.

Ability to break down and plan multi-step processes 12 reviewers of Close have provided feedback on this feature.

Works across multiple software systems or databases 12 reviewers of Close have provided feedback on this feature.

Engages in human-like conversation for task delegation 12 reviewers of Close have provided feedback on this feature.

As reported in 12 Close reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives This feature was mentioned in 12 Close reviews.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input This feature was mentioned in 70 Close reviews.

As reported in 69 Close reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 69 Close reviews.

Improves performance based on feedback and experience This feature was mentioned in 70 Close reviews.

As reported in 70 Close reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 69 reviewers of Close have provided feedback on this feature.

Makes informed choices based on available data and objectives This feature was mentioned in 69 Close reviews.

Based on 17 Close reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 17 Close reviews.

Works across multiple software systems or databases This feature was mentioned in 15 Close reviews.

Improves performance based on feedback and experience This feature was mentioned in 16 Close reviews.

Based on 16 Close reviews. Engages in human-like conversation for task delegation

Based on 15 Close reviews. Anticipates needs and offers suggestions without prompting

As reported in 16 Close reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 16 reviewers of Close have provided feedback on this feature.

As reported in 16 Close reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 15 reviewers of Close have provided feedback on this feature.

Engages in human-like conversation for task delegation 16 reviewers of Close have provided feedback on this feature.

Based on 16 Close reviews. Anticipates needs and offers suggestions without prompting

Based on 19 Close reviews. Capability to perform complex tasks without constant human input

Based on 19 Close reviews. Engages in human-like conversation for task delegation

Based on 19 Close reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases 19 reviewers of Close have provided feedback on this feature.

Capability to perform complex tasks without constant human input This feature was mentioned in 30 Close reviews.

As reported in 30 Close reviews. Ability to break down and plan multi-step processes

As reported in 30 Close reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience This feature was mentioned in 29 Close reviews.

Engages in human-like conversation for task delegation This feature was mentioned in 29 Close reviews.

Anticipates needs and offers suggestions without prompting 30 reviewers of Close have provided feedback on this feature.

Based on 30 Close reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Based on 15 Close reviews. Uses AI to prioritize and reorder call lists based on lead quality, past interactions and optimal call times.

Uses AI to ensure call compliance with regulations like TCPA or GDPR by detecting violations and triggering alerts or restrictions. This feature was mentioned in 15 Close reviews.

Uses AI to analyze call recordings for sentiment, tone and language to assess interaction quality and flag calls needing follow up or review. This feature was mentioned in 15 Close reviews.