Overview: Close CRM and Floify as CRM Category solutions.

Close CRM: Close CRM accelerates sales with integrated calling, two-way email sync, powerful search, and custom reporting. Inside Sales Software Product Tour showcases these features.

Floify: Floify streamlines the loan origination process and enhances borrower experiences. It is the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.

Close CRM and Floify: Best activities based on customer satisfaction

lightning

Applying your context and needs changes the comparison

Business Setting

Popular in Industry

  • Computer Software (20.0%)

  • Information Technology And Services (18.0%)

  • Marketing And Advertising (11.0%)

  • Financial Services (52.0%)

  • Real Estate (30.0%)

  • Banking (14.0%)

Popular in Segments

  • SMB and MidMarket (92.0%)

  • Enterprise (8.0%)

  • SMB and MidMarket (82.0%)

  • Enterprise (18.0%)

Close CRM in Action: Unique Use Cases

How efficiently Does Close CRM manage your Engagement Management?

How efficiently Does Close CRM manage your Sales Call Management?

What benefits does Close CRM offer for Communication Management?

How can Close CRM enhance your Lead Management process?

Floify in Action: Unique Use Cases

How efficiently Does Floify manage your Workflow Management?

What Are the key features of Floify for Generation Of New Leads?

What benefits does Floify offer for Helpdesk Management?

News

Latest Close CRM news

Close embeds Chloe AI calling agent inside its CRM

Close has launched Chloe, an AI sales agent embedded in its CRM, available in the U.S. and Canada. Chloe automates sales tasks like calling, qualifying, and scheduling, integrating seamlessly with existing CRM workflows. This integration aims to enhance efficiency for SMB sales teams by reducing operational complexity and improving time-to-value.

13/06/2026 - source

Latest Floify news

Floify Head of Customer Experience Sol Klein named to HousingWire's ...

Sol Klein, Head of Customer Experience at Floify, has been named to HousingWire's 2026 Insiders list. This recognition highlights Klein's leadership in transforming Floify's client experience into a proactive advocacy organization.

03/08/2026 - source