Average Ratings 12 Ratings

Total
ease
features
design
support

Average Ratings 11 Ratings

Total
ease
features
design
support

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

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AccessOwl Yes 
AppointmentCore Yes 
Ariglad Yes 
Beam AI Yes 
Ema Yes 
Exopen Yes 
Google Drive Yes 
Integrately Yes 
Kindo Yes 
Lead411 Yes 
Lighthouse Yes 
LiveChat Yes 
Mailchimp Yes 
Make Yes 
Membrane Yes 
Motileo Yes 
Nango Yes 
Sourcetable Yes 
Truto Yes 
Voxloud Yes 

Integrations

AccessOwl Yes 
AppointmentCore Yes 
Ariglad Yes 
Beam AI Yes 
Ema Yes 
Exopen Yes 
Google Drive Yes 
Integrately Yes 
Kindo Yes 
Lead411 Yes 
Lighthouse Yes 
LiveChat Yes 
Mailchimp Yes 
Make Yes 
Membrane Yes 
Motileo Yes 
Nango Yes 
Sourcetable Yes 
Truto Yes 
Voxloud Yes 

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Pricing Details

$40 per month
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 No 
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 Yes 

Vendor Details

Company Name

Close

Founded

2013

Country

United States

Website

close.com

Vendor Details

Company Name

Keap

Founded

2001

Country

United States

Website

keap.com

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

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling No 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management No 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator No 

Campaign Management

Channel Management No 
Contact Database Yes 
Email Marketing Yes 
Event Triggered Actions Yes 
Lead Management Yes 
Multi-Campaign Yes 

Contact Management

Activity Management No 
Appointment Management No 
Contact Database Yes 
Contact History No 
Contact Import/Export Yes 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management Yes 
Email Distribution Yes 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications Yes 
Personalization Yes 
Print Management No 
Template Management Yes 
Video Content No 

eCommerce Marketing

AB Testing No 
Abandoned Cart Email No 
Analytics / ROI Tracking No 
Customer Data Profiles No 
Dynamic Content No 
Email Marketing No 
Email Personalization No 
Facebook Ads No 
Google Ads No 
Product Recommendations No 
Push Notifications No 
Retargeting No 
SMS Marketing No 
Search Marketing No 
Segmentation No 
Signup Forms & Popups No 
Social Marketing No 
Triggered Emails No 
Website Visitor Tracking No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Lead Nurturing

A/B Testing Yes 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring No 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management No 

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