Close
4.9 out of 5 starsAverage Ratings 12 Ratings
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Description
Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products.
Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month.
Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need!
Support is available via email, phone, FAQ documentation online, and a self service knowledge base.
Description
Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users.
Integrations
Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system.
Management of the leader
Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place.
Customization
100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Gmail
Yes
Google Calendar
Yes
Mailchimp
Yes
Zapier
Yes
BrightStage AI
Yes
Ema
Yes
Everstage
Yes
Exopen
Yes
HubSpot CRM
Yes
HummingDeck
Yes
Integrations
Gmail
Yes
Google Calendar
Yes
Mailchimp
Yes
Zapier
Yes
BrightStage AI
No
Ema
No
Everstage
No
Exopen
No
HubSpot CRM
No
HummingDeck
No
Pricing Details
$19/month
Free Trial
Yes
Free Version
No
Pricing Details
$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Close
Founded
2013
Country
United States
Website
close.com
Vendor Details
Company Name
Method Integration
Founded
2010
Country
Canada
Website
www.method.me/
Product Features
Automotive CRM
Call Logging
No
Contact Management
No
Customer Support
No
Inventory Management
No
Lease Management
No
List Management
No
Marketing Automation
No
Product Catalog
No
Quotes / Proposals
No
Service Department Management
No
Showroom Management
No
Territory Management
No
Call Recording
Archiving
No
Call Sharing
No
Distributed Call Recording
No
Event Triggered Recording
No
File Transfer
No
Instant Retrieval
No
On-Demand Recording
No
Recording Bookmarking
No
Scheduled Recording
No
Screen Activity Recording
No
Video Call Recording
No
Call Tracking
CRM
Yes
Call Log
Yes
Call Recording
Yes
Call Routing
Yes
Caller Identification
Yes
Campaign Management
No
Conversion Tracking
Yes
IVR / Voice Recognition
No
Keyword Tracking
No
Construction CRM
Client Tracking
Yes
Contract Management
No
Forecasting
Yes
Project Management
Yes
Quote Management
No
Sales Management
Yes
Scheduling
Yes
Time Management
No
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Email Tracking
A/B Testing
No
Audience Segmentation
Yes
Campaign Management
Yes
Event-Based Notifications
Yes
Location Tracking
No
Team Management
Yes
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
No
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Inside Sales
Auto-Dialing
Yes
Call List Management
Yes
Call Recording
Yes
Campaign Management
Yes
Dashboard
Yes
Data Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
Yes
Lead Nurturing
A/B Testing
No
Campaign Management
Yes
Drip Campaigns
Yes
Lead Capture
Yes
Lead Notifications
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Performance Metrics
Yes
Personalization
Yes
Pipeline Management
Yes
Predictive Dialer
Call Monitoring
Yes
Call Recording
Yes
Call Results
Yes
Call Transfer
Yes
Callback Scheduling
No
Campaign Specific Caller ID
No
Contact Management
Yes
FCC Compliance
No
FTC Compliance
No
Lead Capture
Yes
Lead Management
Yes
Sales Acceleration
CPQ
No
Campaign Management
Yes
Dialer
Yes
Email Sequencing
Yes
Email Templates
Yes
Email Tracking
Yes
List Building
Yes
Meeting Scheduler
Yes
Predictive Analytics
No
Reporting
Yes
Sales Gamification
No
Sales Intelligence
Yes
Sales Workflow Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
Yes
Email Sequences
Yes
Email Tracking / Automation
Yes
Lead Management
Yes
Reporting / Analytics
Yes
Sales / Voice Dialer
Yes
Sales Automation
Yes
Search
Yes
Task Management
Yes
Templates
Yes
Workflow Management
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
SMS Marketing
2-Way Messaging
Yes
Artificial Intelligence
No
Contact Management
Yes
MMS
No
Mass Texting
Yes
Message Personalization
Yes
Mobile Coupons
No
Mobile Keywords
No
Polls / Voting
No
Reporting/Analytics
Yes
Scheduled Messaging
Yes
Shortcodes
No
Text-to-Win
No
Social CRM
Calendar/Reminder System
No
Customer Support
No
Email Marketing
No
Lead Capture
No
Lead Nurturing
No
Live Chat
No
Marketing Automation Integration
No
Multi-Channel Social Integration
No
Social Media Monitoring
No
Task Management
No
Product Features
Construction CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Contact Management
Activity Management
Yes
Appointment Management
No
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
No
Group Management
No
Interaction Tracking
No
Lead Management
Yes
Prospecting Tools
No
Sales Pipeline Management
Yes
Search / Filter
No
Segmentation
Yes
Shared Contacts
No
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
Yes
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Nonprofit
Accounting
Yes
Committee Management
No
Donor Management
Yes
Dues Management
No
Event Management
No
Fundraising Management
No
Member Database
No
Membership Management
No
Social Media Management
No
Volunteer Management
No
