Close CRM vs folk CRM
Side-by-side comparison — pricing, features, ratings, use cases. Find which CRM fits you best.
🔍 Independently researched ·
📊 Data-driven
· ⭐ Ratings from G2 (real user reviews)
74/100
$49 starting
High-velocity outbound sales teams that rely on phone, text, and email and want a single tool combining CRM, calling, me
★ Best
💰 Pricing
Starting at $49
🔧 Features
✓ Api Available✓ Free Tier✓ Mobile App✓ Gdpr Compliant✓ Sso Support✓ Integrations✓ Analytics✓ Automation✓ Team Collaboration✓ Soc2 Compliant
📋 Assessment
💪 Strengths
- The Power Dialer is Close's crown jewel. On the Growth and Scale plans, this feature automatically queues the next call after a rep finishes a conversation, eliminating the dead time between calls. It's a massive time-saver for high-volume callers, boosting call attempts by up to 3x. The dialer also handles click-to-call from any contact record, and calls are automatically logged with timestamps, making manual data entry unnecessary.
- Native communication tools: Close has built-in VoIP calling, SMS, and email sequences. SMS can be sent from contact records with templates, emails can be tracked for opens and clicks, and call notes can be taken within the platform. This integration means reps don't need to juggle multiple tools or worry about missed logs — everything is centralized in one interface.
- Automation that triggers on call behavior: Beyond typical workflow automation, Close lets you create triggers based on call outcomes, such as 'schedule a follow-up task if a call is not connected' or 'send an SMS if a call is marked as interested.' This is particularly useful for maintaining consistent follow-up, and it can be set up with a visual builder without extensive coding knowledge.
- Comprehensive call tracking and analytics: Close captures detailed call data, including duration, outcome, and recording. The analytics dashboard shows team performance metrics like calls made per day per rep, connect rate, and talk time. This granular data helps sales managers identify coaching opportunities and adjust strategies.
- Ease of use and minimal learning curve: The interface is intuitive, and most reps can start making calls within minutes. The design is clean, with a focus on actionable data. Sales teams unlikely to get bogged down in complex configuration.
⚠ Watch out for
- The Power Dialer and advanced automation are locked behind the $99/user/month Growth plan. For a small team, this can be a significant jump in cost, but without it, the platform loses its edge. This tiering might be a deal-breaker for budget-conscious companies that still have high call volume.
- Telephony usage is billed separately: While per-minute rates are competitive, they are added on top of subscription fees. SMS charges are also usage-based. Teams that don't monitor their usage can see surprise bills, as close does not have unlimited minutes on any plan.
- No free forever plan: The 14-day trial may be sufficient to test basic features, but it's short of a full evaluation cycle. Some teams need more time to assess integration with their existing stack or to run a proper sales campaign.</li>
- Limited native integrations: Close has an API and a few native integrations with popular tools like Zapier, but it lacks out-of-the-box integrations with many marketing automation platforms or helpdesk software. This can require extra setup for teams with a diverse toolstack.</li>
- Site hasn't been redesigned in years: Some users find the interface a bit dated compared to newer CRMs. While functional, the UI might not feel as modern as competitors like HubSpot or Pipedrive.</li>
🎯 Best for
High-velocity outbound sales teams that rely on phone, text, and email and want a single tool combining CRM, calling, messaging, and automation.
🚫 Who should skip
Inbound-only teams or large enterprises that need full marketing automation, complex permission hierarchies, and deep third-party integration ecosystems.
📚 Learning curve
Moderate — basic dialing and CRM functions can be learned in a few hours, but mastering automation workflows, Power Dialer settings, and custom reporting takes more time.
🧑⚖️ Verdict
Close CRM is a superb choice for inside sales teams that rely on phone calls as their primary sales channel. The Power Dialer and native communication tools provide a distinct productivity advantage. However, it's not for businesses needing a general-purpose CRM or those on a tight budget. If you ma
45/100
$19 starting
Service-based businesses like agencies, consultancies, and professional services firms that want a simple, integrated CR
💰 Pricing
Starting at $19
🔧 Features
✓ Simple Ux✓ Integrated✓ Proactive✓ 3000 Customers✓ Service Business Focus
📋 Assessment
💪 Strengths
- Intuitive and clean interface: folk's design is exceptionally polished, with a drag-and-drop pipeline and a unified inbox that aggregates email, calendar, and LinkedIn interactions. New users can navigate and manage contacts within minutes, significantly reducing onboarding time compared to CRMs like HubSpot or Salesforce. This is a major advantage for teams that want immediate adoption without extensive training.
- Native integrations for communication: folk integrates directly with Gmail, Outlook, Google Calendar, and LinkedIn in a way that feels native. Every email sent or received, meeting scheduled, and LinkedIn interaction is automatically logged to the contact timeline. This removes the manual data entry burden and ensures a complete communication history, which is crucial for follow-ups and context.
- Proactive reminders and activity prompts: The platform automatically surfaces follow-up reminders and suggests next actions based on your communication patterns. For example, if a deal has been stale for a week, folk will nudge you to re-engage. This proactive support is invaluable for busy sales reps who might otherwise miss follow-ups, helping to close deals faster.
- Collaboration and shared workspace: folk is built for teamwork, with the ability to share pipelines, assign tasks, and leave internal notes on contacts. The activity feed provides real-time updates, so everyone knows what conversations have taken place. This fosters alignment and prevents miscommunication, especially in agency or consulting environments where client relationships are shared.
- Contact enrichment and segmentation: Folk enriches contact records with company details (e.g., industry, size) from public sources, enabling better segmentation and personalized outreach. You can quickly filter contacts by custom tags, which is perfect for targeted campaigns. This feature adds depth to the basic CRM functionalities without requiring third-party tools.
⚠ Watch out for
- Pricing not transparent: folk's pricing is not publicly displayed; you must schedule a demo or contact sales to get a quote. This is a significant downside for small teams that prefer to assess costs quickly, and it can be a signal of higher price points or untailored plans. A lack of self-serve pricing is a notable barrier to entry.
- Limited customization: Compared to CRMs like HubSpot or Pipedrive, folk offers fewer customization options for fields, pipelines, and reporting. You cannot create custom objects (e.g., projects or tickets), pipeline stages are fixed, and report templates are limited to basic charts. For teams with unique sales processes, this can be frustrating and may force workarounds.
- Missing advanced automation: folk lacks robust automation features such as multi-step email sequences, lead scoring rules, or workflow triggers. While it has simple reminders, you cannot automate complex sales workflows (e.g., auto-assign leads based on criteria, send follow-up sequences, or score leads based on activity). This makes it unsuitable for high-volume sales operations that rely on automation for efficiency.
- Reporting is basic: The reporting capabilities are rudimentary compared to competitors. You can generate reports on sales activities and funnel stages, but you cannot create custom dashboards or perform deep analytics. This limits the ability to gain actionable insights on team performance and revenue forecasting, which is a common need for growing sales teams.
🎯 Best for
Service-based businesses like agencies, consultancies, and professional services firms that want a simple, integrated CRM to manage client relationships and stay on top of daily follow-ups without a steep learning curve.
🚫 Who should skip
Large sales teams with complex, multi-stage funnel processes and heavy reporting/automation needs should skip folk in favor of more enterprise-grade CRMs.
📚 Learning curve
Minimal — folk is designed for ease of use, and most users can be productive within an hour of signing up.
🧑⚖️ Verdict
folk is an excellent CRM for small to medium-sized service businesses that value simplicity, modern UX, and seamless integration with communication tools. If your sales process is straightforward and you want a tool that requires no training, folk will be a perfect fit. However, if you need advanced
📊 Use Case Suitability
Higher score = better fit. Scores from editorial review.
Use CaseClose CRMfolk CRM
High-Volume Cold Calling95—
Built-in VoIP, parallel and power dialer options, and native call recording make
Outbound Sales Email Sequences90—
Close includes email sequencing, automation, and open/reply tracking directly in
Inside Sales Pipeline Management85—
Visual pipelines, activity tracking, and custom stages let inside sales reps and
Real-Time SMS Follow-Up Campaigns82—
Native two-way SMS with automated reminders and personalized text templates is w
Sales Team Coaching and Activity Monitoring75—
Call recordings, activity dashboards, and leaderboards help managers review reps
Managing client relationships for a creative agency—95
folk's simple list and pipeline view makes it easy to track multiple service cli
Tracking outreach and follow-ups for a consulting firm—90
Proactive reminders and integrated email logging ensure no follow-up is missed,
Scheduling and documenting sales calls for a SaaS startup—82
Calendar sync and pipeline views work well for early-stage sales, though advance
🧭 Which One Should You Pick?
Choose Close CRM if...
- You are: High-velocity outbound sales teams that rely on phone, text, and email and want a single tool combining CRM, calling, me
- 👍 Built-in VoIP calling, SMS, and email in one platform — no separate dialer or tab switching required
- 👍 Power Dialer (Growth and Scale plans) dramatically increases connect rates and is a major time-saver
- 👍 Automation features support call-based workflows, lead routing, follow-up tasks, and custom triggers
- 💰 From $49/mo
- ⚠ Trade-off: No free forever plan; the 14-day trial can be tight for evaluating long-term wor
Choose folk CRM if...
- You are: Service-based businesses like agencies, consultancies, and professional services firms that want a simple, integrated CR
- 👍 Exceptionally clean and intuitive interface that requires almost no training to get started.
- 👍 Native integrations with email, calendar, and LinkedIn help keep your contacts and communication his
- 👍 Proactive features like reminders and activity prompts help sales teams stay on top of follow-ups.
- 💰 From $19/mo
- ⚠ Trade-off: Pricing is not transparent — you have to contact sales, which can be a red flag
❓ Frequently Asked Questions
Does Close CRM offer a free plan?
Close does not have a permanent free plan. It offers a 14-day free trial on all paid plans, after which pricing starts at $9 per user per month for Solo (1 user only).
Are calling and SMS included in the subscription price?
No. The monthly subscription covers the software, but call minutes and SMS/MMS messages are billed separately based on telephony rates and prepaid credits you choose.
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