We believe there are better options available in this category, read below to learn what this software does well, and what they could do better. ⤵
The CRM space is probably the largest software category in the world, just ahead of project management. That said, there's 2 types of CRM categories:
Okay, let me explain. Most software will eventually get to a point where they need to determine if they should tack on the "CRM" category to their product offering. And because a CRM at the end of the day is really just a database, most software will justify "adding it" to their toolset.
The CRM for small + medium teams (200 or less) that are using Microsoft 365.
Pipedrive is more of a "sales-focused" CRM for small + medium teams (meaning 100 seats or less), and it's pretty good at just that.
It's a huge upgrade from trying to use a spreadsheet like Google Sheets as a CRM or a database like Airtable as a CRM, any yet flexible enough to even build out for some additional internal processes beyond just sales.
Their API is flexible and robust (we enjoy integrating it for teams), and they've been around for a while, so they aren't going anywhere anytime soon. Solid recommendation if your team's tech stack revolves around Microsoft.
While Pipedrive allows you to sync in emails retroactively into the system, it only does it for the past 6 months, whereas competitors like Copper will actually go an entire year back, across everyone on your team, when a new contact is added to the CRM.
If you're using Microsoft 365 though, Pipedrive would be your best bet, as Copper doesn't work with non-Google Workspace/Gmail accounts.
If you're deeply considering Pipedrive as your CRM and your team is using Google Workspace—go check out Copper instead.
If you're heavily a sales-focused company and are using Microsoft Outlook for email, Pipedrive will actually give you one of the best experiences when it comes to a CRM.
While we might in some cases recommend HubSpot if you're a Microsoft shop, we would do so hesitantly as HubSpot gets to 5–figures per year very quickly. And that's a lot of Pipedrive seats!
We might recommend reading the Best CRM Comparison post we made which goes deeper into the positives and negatives of Pipedrive as compared to others.
The CRM for heavy call & sms—focused small and mid-size sales teams
Differentiation in the CRM space is difficult, and that's where Close has decided to be known as the CRM with deep native call/SMS functionality.
While this may sound great out of the gate (especially if you're interested in VoIP integration), let's take a moment to discuss this, because you're most definitely paying the price for this.
They also built Close in a way where they really want you to spend most of your time in Close all day. Syncing in your emails and hoping you'll use their sub-par email client to triage through, versus using a more modern tool like Superhuman, or even Gmail.
This is where competitors like Copper have come in with a super unique approach, building out an exceptional Chromium extension which allows you to access your entire CRM from right within Gmail and Google Calendar.
The first thing to note is that the lowest tier, coined "Startup" starts at $99 and gives you 3 seats (AKA a 3-seat minimum). Now this is reasonable if you actually have 3 seats to fill, only 1 or 2 though? The cost-per-seat is quite high.
With that, it's definitely one of the most restrictive in terms of functionality. It limits you to only one pipeline (which will be fine for many, but if you are planning to use your CRM for additional business processes outside of just sales, it won't be enough).
The one thing it does offer though is a "Power Dialer"—something quite unique to the CRM space of the others we have listed (which we'll go more into in the features section).
All-in-all, you're likely to find yourself on the Professional tier, as we've yet to work with a single company that needs only one pipeline (2 is normally the sweet spot—Sales + Onboarding/Project Management).
So with that in mind, you're again served with the 3-seat minimum, paying nearly $100/seat/mo. This on the other hand would get you the highest tiers of competing CRM's like Copper, not to mention no seat minimum.
So if your 1–2 seats, we highly recommend using an alternative, no questions.
We have to give it to Close, they, unlike HubSpot, actually have decent email syncing functionality (which feels table-stakes for a CRM, but sadly, it's not).
For example, if you add an email address into the system (and you're using Google Workspace or Microsoft 365), it'll actually retroactively sync the emails into the CRM.
While it's not as deep or impressive as what Copper does for Google Workspace accounts (going an entire year back across everyone on your team + pulling in and organizing file attachments and calendar events), it's at least something, which we appreciate as compared to HubSpot.
This brings us to their auto-dialer. You can have it call through numbers in bulk, connect you when it hears something on the other end, and pause the dialer while you take notes. It's impressive in that regard, and we don't really have another tool/solution that we'd recommend for that which integrates in well to a CRM.
That said, you're very much committing to their baked in VoIP solution at that point (which brings with it it's own limitations, like no separate app or mobile VoIP access).
So if you considering something like Dialpad, JustCall, or Aircall alongside your CRM (like many should), think again—you're not getting that with Close.
Because they have their internal VoIP baked in at the core though, it does allow for some cool sequence features which allow you to automatically send out emails, then SMS messages on a cadence. While it can't auto-call in a sequence, it will create a task for you to call:
This is a more complex feature that not many CRM's allow for, because it's getting more into the sales enablement email marketing automation side of things that we've seen more reserved for tools like Reply.
They seem to have only just launched an iOS only mobile app, which again is table-stakes for every other CRM on the market. All competitors such as Copper + HubSpot + Pipedrive have both iOS and Android mobile apps, for which have existed 5+ years at this point.
If you hear the words "autodialer" and get super excited, this is probably the CRM for you. If you have a heavy sales motion that requires mass-phone calls, that's where Close really shines.
Otherwise, it's trying to be too many things baked into one, which might sound good at first, but upon diving in, you'll see that they don't integrate as well with other tools:
"We are your VoIP, you don't get to have a VoIP like Dialpad alongside us!"
The features they have feel more like a v1, more-so to check the marketing box, versus them being more thoughtful and well-iterated.
If you're using Google Workspace and considering Close (or HubSpot for that matter), we highly recommend checking out Copper instead.
The main value here comes from their baked in autodialer, either that's an integrated feature you'd be willing to pay the premium that Close charges for it, or you aren't.
Curious how this app compares to others?