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Choosing the right CRM

Close vs. Salesforce

Have you ever seen a comparison page where the “challenger” comes out better than the company writing the comparison?

Exactly. Neither have we. So when we set about comparing our CRM to others we wanted to take a different approach. Here’s the approach we’re taking:

  • The comparison we’ve put together is based on whether it’s possible (and how much it costs) to do in Salesforce what you can do in Close.
  • We’re biased but we’re not blind: for some of you, Salesforce will be the better option. What we’re trying to demonstrate is when Close is a better fit than our competitor.

Cliff Notes

When comparing these two products, the main difference that stands out is price, lack of calling and email automation. In principle, Salesforce can do everything - in a slow and complicated way. Their pricing structure is complex and there are hidden costs to almost everything - you need to purchase additional products for global calling, integrate with third-party applications for features such as email sequences and predictive dialling and pay a dedicated consultant to set up Salesforce. The worst part? It’ll take weeks of training before your new sales reps start using the software.

That being said, if you’re a large enterprise - Salesforce is probably the right choice for you.

Close logo Salesforce logo
Ideal team size <100 250+
Pricing All-inclusive
Pricing publicly available
Sales call required
Complex pricing with hidden costs
Budget Best value Very expensive
Customer success Dedicated success team Pay extra
Calling Global calling built-in US & Canada only as an add-on
Email automation Built-in Add-on purchase required
Training & implementation $0 customized onboarding Add-on purchase required
GetApp "ease of use" rating 4.7 / 5 3.9 / 5
Admin or developer needed? No Yes
Info iconComparison data is based on an analysis from Q1 2021

Close ideal customer checklist

  • You’re looking for an affordable CRM solution
  • You’re a small business with a sales team of less than 100 people
  • You prefer having an all-in-one system over disparate tools & add-ons
  • You’re looking for a dedicated sales-focused CRM
  • You do (or plan to do) high-volume outreach by email, voice or SMS
  • You need to qualify large lead lists quickly
  • You’re looking for simplicity in the CRM so that your sales team can start selling from Day 1 (no training required)

“If you have experience with Salesforce, I cannot recommend Close’s free trial high enough. The problem it solves is getting new sales people trained up on a new CRM system in days instead of weeks. From a management perspective, the reporting is extensive and I can cut and slice the data to get granular reporting on a company level, campaign level, and individual rep level.”

Jonathan Howes headshot
Jonathan Howes
VP Sales, InvoiceASAP

The rest of this document will help you understand why we think Close is a better alternative to Salesforce both in terms of value and pricing.

What can you not do in Salesforce?

Salesforce is a good standalone CRM, but a lot of the critical functionality required by a high-performing sales team is highly dependent on expensive third-party applications.

There are also some key sales functions that you cannot perform using Salesforce natively. Whereas with Close they’re all built-in.

Close logo Salesforce logo
Send/receive SMS Included Not included
Global calling Included Not included
Call recording Included Not included
Historical import of email conversations Included Included
Power Dialer Included Not included
Predictive Dialer Included Not included
Info iconComparison data is based on an analysis from Q1 2021
Our reps all think Close is intuitive compared to other CRMs—especially Salesforce—and most of them (and our leaders) come from Salesforce backgrounds in their past jobs.
Randy Nordgren
Founder and COO
Read the Customer Story

In summary

When should you choose Salesforce, and when Close

  • Close is an “all-in-one” sales-focused platform built for small businesses
  • Affordable
  • Easy to learn
  • Has straight-forward pricing
  • You have a big budget (because Salesforce is pretty expensive & their pricing structure is a little complex)
  • You’re a large organization with a sales team of over 100 people
  • You don’t mind paying for additional third-party add-ons to make key sales functions work
  • You’re looking for a complete cloud based IT solution and not specifically a dedicated sales-focused CRM
  • You have extremely advanced CRM requirements which require a lot of customisation
  • You’re OK with paying for training and configuration of the CRM (which may take weeks to months)

See what third-party reviewers have to say about Close vs. other CRMs:

Get all of your Close vs. Salesforce questions answered.