Close
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Strategic Incentive Compensation Planning
- Customer-Focused Compensation Plans
- Data Integration
- Business Performance Monitoring
Pricing Info
Pricing Info
Xtiva provides SMB and enterprise pricing by quote. Get in touch with the software vendor for information.
Integrations
Integrations
Xtiva supports integration with tools and systems offered by leading financial service, clearing service, and B2B solution providers, which include the following:
- Pershing & Fidelity
- DTCC
- DST
- Salesforce
- Workday
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
American Portfolios, Hilliard Lyons,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A sales management platform that enables financial service organizations to create strategic incentive compensation plans aimed at enhancing business performance.
Company Email
hello@xtiva.com
Contact No.
Company's Address
Xtiva Financial Systems, Inc.
265 Sunrise Highway,
Suite 1-359, Rockville Center,
NY 11570,
USA
Xtiva Comparisons
Popular Xtiva Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Built-in Calling and SMS
- Email Integration
- Automated Follow-ups
- Lead Management and Pipeline Tracking
- Task and Activity Management
- Customizable Dashboards
- Sales Analytics and Reporting
Pricing Info
Close provides four enterprise pricing plans designed to help businesses leverage the power of the Close platform without going beyond budget. Choose annual billing to save up to 35%. Users may also opt for a solo plan.
- Unlimited contacts and leads
- Multiple pipelines
- Advanced lead and activity filters
- Built-in email, calling, and SMS
- Centralized inbox and task list
*Workflows not included
Growth – $99/seat/month
- Everything in Essentials +
- Automated workflows
- Power dialer
- AI email assistant
- Custom activities
Scale – $139/seat/month
- Everything in Growth +
- Role-based access and permissions
- Lead visibility rules
- Predictive dialer
- Unlimited call recording
Solo – $9/month
- Everything in Essentials but
- Limited to 1 user
- Limited to 10,000 leads
*Workflows not included
Integrations
Close supports integrations with the following business systems and applications:
- 99Inbound
- Alice
- Allegow
- AppInsights
- Balto
- Better Proposals
- COZYROC
- Calendly
- Clay
- Close GPT
- Complily
- Conversify
- Convin
- Copyfactory
- Custify
- Customer.io
- Databar
- Digioh
- Driftrock
- Drip
- Dripify
- DropFunnels
- Enthu.AI
- Findymail
- Fireflies
- Fivetran
- FrontRace
- GAConnector
- Geckoboard
- GetAccept
- Glances
- Gmail
- Gong
- Google Calendar
- Help Scout
- Helpwise
- Hightouch
- Hotglue
- HubSpot
- Hyperise
- Integrately
- InvoiceBerry
- iClosed
- Jiminny
- JustCall
- journy.io
- Kennected/LinkedFusion
- Klavis AI
- KlickTipp
- KrispCall
- Latenode
- Lead Mapper
- LeadFuze
- Leadinfo
- LeadsBridge
- LinkClose
- LinkMatch
- Linked Helper
- LiveAgent
- Magic Sales Bot
- Make
- Master Metrics
- Microsoft 365
- Missive
- Pabbly
- Palette
- Plecto
- Poper
- Prelo
- Process Street
- QuotaPath
- Reform
- Reply
- Retool
- Ringover
- SavvyCal
- Scoop Analytics
- ScriptCaller
- SeekWell
- Segment
- Sendspark
- Sequin
- Setter
- SignWell
- Signable
- Skyvia
- SnapAddy
- Spiff
- Stitch
- SyncSpider
- TAMI
- UpLead
- Voila Norbert
- viaSocket
- Whalesync
- Zapier
- Zoom
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Branch, MakeSpace, toggl
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Close is a potent sales automation tool that helps sales teams handle leads, track pipelines, and communicate more effectively.
Company Email
support@close.com
Contact No.
Company's Address
Close
California
USA
Close Comparisons
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Both Xtiva and Close were evaluated by a team of independent B2B experts who carried out a detailed study of all core elements of each software. Their final score was prepared using our unique SmartScore system that calculates a separate partial score to every element including: main features, customer support, mobile support, security, user satisfaction and reviews in other media. We know useful features are not the only factor crucial to a business so we make an effort to pay attention to all sides of a product prior to coming up with its final score.
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