Close Reviews

.That's a simple easy software to use and I like their AI system in there

They're AI call system can only make calls not pick up receive calls but they're working on it and it should be just solced soon

Having a good

Love being able to set up workflows and edit email templates within the workflow. Also love the feature that shows if I'm adding a duplicate lead.

My account has disconnected from my email provider multiple times.

It's helping us ensure we follow-up with leads and not missing them. Also love being able to snooze it when needed.

I love that I can always see my appointments ahead of time with Close. I can call, email, or send a text message, which makes it a very streamlined solution for me. I can also create tasks and schedule emails, helping me stay ahead and manage my follow-ups effectively. I've been using Close for almost five years, and I appreciate how easy it is to use. They keep improving the product based on our feedback, and they really listen.

Sometimes, some opportunities and activities don't activate other sequences. For example, if I complete a demo, sometimes emails don't get sent out. And sometimes multiple opportunities are created when they should be updating the original one.

I use Close to manage my sales pipeline, follow up with leads, and streamline communication with calls, emails, and texts. It's very organized, helps me stay ahead, and supports creating tasks and scheduled emails.

Great platform to track sales related activities with an easy to follow sales process which helps manage our sales funnel of prospects in a great way and I like it effectively links directly to prospects messages to capture the interactions in the sale process.

All its aspects are fulfilling and always meets their purpose so there is nothing I can mention as a dislike at this time.

Provides very interactive way to track lead status to ensure they are followed up in a timely manner and allows us to gain insights into the sources of our best opportunities which improves prioritization of accounts.

I really like the new AI feature in Close, especially the chat function that analyzes all my call transcripts. It helps me understand what works and what doesn't, making it easier to schedule meetings and enhance my performance. This feature allows me to hone in on the areas I need to improve to perform at my best. It's a standout feature for me. Furthermore, after using its insights to revise my scripts, I managed to schedule a meeting, which has been really awesome.

So whenever there's a system fault, the banners at the top are irritating. I just wish you could let me know once that there's an issue and not have the reoccurring banner at the top. Also, I use Close on different platforms or mediums. One being the desktop app, which is my main driver, and then for other aspects, I need quick access, I use about four or five tabs. Usually, when a call comes through on the desktop app, it also rings through all my other tabs that I have opened, forcing me to refresh. That's a little bit annoying. I'd like for Close to notify me when an email or text message comes through, especially a text message. Having to check my inbox frequently is counterintuitive. If notifications could pop up like the banners do, that would be great.

I use Close to reach more contacts faster, send emails and texts from one platform, and track my opportunities and deal closures.

I like the straightforward visibility it gives into the sale pipeline allowing me to clearly see where leads and opportunities stand which helps plan for daily routine follow-ups and call back notifications.

I honestly cannot think of a negative reason to not like this platform because it is reliable and their support team is efficient and always ready to help as well.

It centralizes all customer information which makes daily sales tasks faster and easier to manage and also helps focus on deals that have the highest probability of closing.

The platform’s lead and opportunity management features provides a clear view of the sales pipeline enabling us to prioritize prospects, perform deal stage analysis and automate follow-ups.

There are no notable downsides to this platform all the features are reliable and it is great for straightforward sales processes.

It enables us to consolidate leads, contacts and opportunities and provides complete customer histories that helps identify stalled deals before they are lost and ensures prospects receive timely communication throughout.

I find Close very helpful for staying organized with my contact lists and industry contacts. The feature of adding tasks to each individual contact to follow up or set a meeting is great, and having these tasks show up in my 'inbox' really helps me manage my daily and weekly to-do lists. It keeps me on top of my outreach by allowing me to follow up with calls or emails. I also integrated Close with my Outlook, and the initial setup was very easy.

When I sort leads by a specific status and open one, then return to the previous tab, the sorting resets and the leads no longer stay filtered. To work around this when updating multiple leads, I've been opening each one in a new tab so the changes save correctly. This works, though it's a bit inefficient since it requires managing several tabs at once. Not a huge issue.

Close helps me stay organized with my contact lists, enabling task management for follow-ups and meetings through each contact, which is very helpful for my daily and weekly to-do lists. This helps me stay on top of my outreach.

I like Close's intuitive interface and efficient lead management features. The intuitive interface makes navigation easy, while lead management tools help me organize prospects and follow up more effectively. The setup was straightforward and easy to complete with minimal training. Close offered us a simpler interface and more streamlined sales workflows compared to our previous CRM.

The reporting features could be more customizable, and the pricing may be high for smaller teams. More flexible report filters, custom dashboards, and deeper analytics would make reporting more useful and actionable.

I use Close to streamline sales processes and track customer interactions efficiently. It simplifies navigation with its intuitive interface and improves prospect organization with great lead management tools. We switched from Salesforce due to Close's simpler interface and more streamlined workflows.

I use Close for everything sales related and it gives me visibility and clarity in my sales pipeline. I appreciate having a centralized place for all my leads with a clear view of every contact's history and actions taken. The transition from tools like HubSpot, which felt clunky and heavy, to Close has been refreshing as it provides an immediate and actionable view of each lead. I find it the best CRM for cold outreach en masse and lead generation. I really like the view and design of the tool; it feels very light to use. It's also very responsive and has tons of integrations. I love how it makes the brain fog of a heavy tool disappear and saves so much time navigating. I also found the initial setup of Close to be easy, definitely worthy of 5 stars.

I'd say the reporting section would be more complex to be able to reflect more ratios. Sales ratios per say, it feels a bit limited currently.

Close gives me visibility and clarity in my sales pipeline, centralizes leads, and provides an actionable view on each contact. It feels light, responsive, and reduces navigation time, making it the best CRM for cold outreach and lead generation.