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Close Reviews

User Rating

4.8/5 (Based on 984 Ratings)

Rating Distribution

  • Excellent

    81.1%
  • Very Good

    16.2%
  • Average

    1.6%
  • Poor

    0.4%
  • Terrible

    0.7%

User Sentiments

User-friendly Interface, Lead Management & Organization, Email Automation & Templates, Built-in Calling & SMS

Reporting & Analytics limitations, Mobile App Functionality, Occasional Software Glitches & Crashes, Limited Integrations

Do You Use Close?

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Review Summary

Overall, users praise Close for its user-friendly interface, ease of use, and robust sales pipeline management capabilities. They appreciate the customizable features, automation tools, and integrations with other business applications. Close is also commended for its excellent customer support and onboarding process. However, some users have expressed concerns about occasional bugs and glitches, limited reporting options, and the need for more advanced features. Additionally, a few users have mentioned that the learning curve can be steep for those new to sales CRMs.

Pros

  • Powerful sales pipeline management & automation.
  • Userfriendly interface.
  • Streamlined contact management.
  • Robust reporting and analytics.

Cons

  • Occasional issues with data synchronization.
  • Limited customization options.
  • Lacks some advanced features found in competing CRMs.

AI-Generated from the text of User Reviews

Reviews
AU

Anonymous User

June 13, 2024 Source: G2.com
"Salesforce if you don't need Salesforce quite yet"
What do you like best about Close?

Better than Salesforce, Close understands the need for lead contact records. You heard that right: one lead may have multiple contacts you can target in your cold outreaches on LinkedIn or email.

What do you dislike about Close?

Custom fields are available to be configured. I am missing the ability to set up parent-child relationships between custom fields. For example, once a lead source is selected, having a child field ask for a source detail with option lists that depend on the parent source's chosen value would be great.

What problems is Close solving and how is that benefiting you?

Close has moved all our lead spreadsheets into a CRM thats easy and fast to use. On top of that, it allows visibility of prospect conversations to all team members once Gmail has been authenticated with Close.

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AU

Anonymous User

June 4, 2024 Source: G2.com
"Easy to use and amazing CRM"
What do you like best about Close?

Keeps all my information in one place. The integrations with different software work seamlessly. And whenever I need help, I get a reply from support within a few minutes!

What do you dislike about Close?

I have not found something I dislike worth mentioning. Maybe deleting the past history of a lead. (Past calls etc)

What problems is Close solving and how is that benefiting you?

It makes keeping track of all tasks so much easier. I can run all my campaigns through Close(email sequences, calling, correspondence, events etc.)

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AS

Andrew S

June 4, 2024 Source: G2.com
"Close.io is the simplest, most effective CRM i've used for B2B deal tracking."
What do you like best about Close?

The most helpful thing about close.io is the call tracker and it's abilites within the CRM to leave automated voicemails and also predictive calling. Compared to Salesforce you'd have to use some third party plugin.

What do you dislike about Close?

I'm sure if you were a salesforce admin you might be concerned about your future job loss. The fact is if you dig deep enough into plugins Salesforce WILL have all the features you WANT. But close.io has the features you NEED.

What problems is Close solving and how is that benefiting you?

Without close.io i'd be working off a spreadsheet which isn't necessarily a bad thing but this is the way I like to run my business which is technical/app/based.

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AU

Anonymous User

May 23, 2024 Source: G2.com
"A game changer for a 2-man team"
What do you like best about Close?

I am now about 8 months into utilizing Close for the first time and could not be happier. I am on a team of just 2 using this CRM and the ease, functionality, ability to communicate, share files, etc have just gotten better and better with each update. Any time I have a question, customer support gets back to me within a few hours at the most, often times correcting any isseus I had run into. Close CS is also always looking for feedback and so I have sent many suggestions over that they have looked into as well. As someone who utilizes close for nearly every part of my working duties, I could not ask for much more.

What do you dislike about Close?

Right now.... nothing!!! Accessibility, integrations, onboarding, training other staff to implement.. all have been incredible.

What problems is Close solving and how is that benefiting you?

call notes, file shares, smart views, work flows... all helping us, a team of 2, automate so much.

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BG

Bob G

February 13, 2024 Source: G2.com
"It works well and they keep improving it"
What do you like best about Close?

I have demo several CRMs in the past 18 months to 2 years, trying to find one that a) truly worked well as described, b) did not surprise you with price sticker shock to use all its features, and c) was easy to use.

The Close.io support team is excellent to work with as one configures the system to meet your particular needs. One does not have to wait days to get a reply, and it is an answer to your questions with helpful suggestions, not just directions to more articles.

What do you dislike about Close?

The one area I disliked they have fixed. There were not enough tools to work with just contacts. Everything had to go through a "lead" or company when dealing with a single person. They have already added new features which solve the problem.

Recommendations to others considering Close:

Close.io is a great CRM and outbound marketing software. They continually added improved features.

What problems is Close solving and how is that benefiting you?

We are consolidating all our contacts across the company into Close.io. Since Close connects with Outlook, the Close "inbox" is a great time management tool. It saves so much time since one only is dealing with emails and tasks that are related to contacts in the Close CRM.

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RV

Rob V

February 12, 2024 Source: G2.com
"I have found Close to be the best as a CRM."
What do you like best about Close?

I have found Close to be an easy to use CRM. Love the auto dialer option! This all in one CRM with it's call features are outstanding. Simple lead entry with follow up reminders is great.

What do you dislike about Close?

There is nothing that really stands out that I would say I dislike about this CRM.

What problems is Close solving and how is that benefiting you?

Being able to group my leads into different categories, so I'm able to target these groups differently as they move through my pipeline. This has been a huge plus for me.

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AU

Anonymous User

January 22, 2024 Source: G2.com
"I love Close. It is user-friendly, fast and provides great customer service. Thanks!!"
What do you like best about Close?

The ability to quickly and easily access history and interactions with prospects and clients. I used a major competitor for 3 years and Close is comparable .

What do you dislike about Close?

I'd like to have more people in my org to have access without adding to the cost haha!

What problems is Close solving and how is that benefiting you?

A couple of things: exceeding my email limit, and being labeled as Spam when I make calls through Close. Close solved both of those rapidly.

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BM

Blair M

January 12, 2024 Source: G2.com
"Exceptional Quality of Product and Service"
What do you like best about Close?

Close is always evolving and they make it easy to use. With my limited understanding of the internet, integrations and software in general, Close has made it their mission to ensure I receive the best service with excellent support staff and continuous communication.

Implementation was fairly easy. I was ready to go in minutes. I use Close daily and the ease of integration withy other programs is helpful

What do you dislike about Close?

My knowledge is limited with all the resources Close has to offer. The features I am currently using far exceed the numbers I was putting together with other products and programs I have used in the past

What problems is Close solving and how is that benefiting you?

The ease of use in which I can utilize the service that CLOSE has to offer is second to none. They though of every option and angle a deliver it on a silver platter. Most of the competitors take weeks and sometimes months to get something up and ready-with Close, all you have to do is start. No wait times either.

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DD

Desiree D

January 10, 2024 Source: G2.com
"Close CRM"
What do you like best about Close?

Its versatility and adaptability. Mostly what is most attractive is that Close maintains the history of touches, from the first outreach to the close (no pun intended). Close CRM records your voicemessages, incoming calls, texts and emails to the contact. It is the most comprehensive CRM I have seen to date. I cannot wait to grow into using more of its power. It even sourced local phone numbers for me to call through without me having to "shop" vendors and pricing for numbers.

When I have needed to, there are ways to search answers to questions. Close support also responds rather fast compared to other platforms which can take 3 days to answer a question. As far as usage, I find it is not an "intuitive platform" per se, but when you research, anything can be done with Close. I will be using this platform minumum 5 days/week. I am using it a bit less now, but love working in Close. To upload contacts is not difficult. If you have the full program, you can customizable your categories.

What do you dislike about Close?

I liken Close to our brains. Perhaps we only master 6% of its capacity, lol. There appears to be a lot more capability available in Close to benefit our work and our businesses! lol.

What problems is Close solving and how is that benefiting you?

Keeping track of who I contacted, when and how I contact the prospect is of most importance. However when I have a "yes", to be able to transition that cold call to a deal is imperative. Close covers it all.

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AU

Anonymous User

January 10, 2024 Source: G2.com
"its going great to be honest"
What do you like best about Close?

menu options is good and is friendly to use, easy to implement things, customer support is responsive, frequently use by me, easy integration and has number of features.

What do you dislike about Close?

nothing as such for now all going good in using it.

What problems is Close solving and how is that benefiting you?

Close is solving alot of problems as acting as my CRM software to manage my leads and manage outbound and inbound calls.

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