Close CRM Reviews

Sholto M.Judge for Connected Enterprise competition in Silicon Valley

4.5

It also has really neat time saving features. Eg. there is only one field in a contact record but it auto detects an email from a phone number. Aaaah Review collected by and hosted on G2.com.

Ishani N.Senior Associate - Private Placement

5.0

Close has certainly been a standout tool that has proven to be super effective in managing relationships with leads and customers. Its seamless user experience, powerful automation features, and exceptional support make it a powerful asset for any sales-focused organization. Review collected by and hosted on G2.com.

Brendan S.Director of Operations

5.0

BUT for us, it is the ease of use, other CRM's tend to be difficult to setup, get going and to get to the point where we just want to send e-mails to client prospects, Close is the winner all the way. Review collected by and hosted on G2.com.

Zac L.Senior Account Executive

0.0

Close is trying to increase my monthly by 2.5x what I'm currently paying for no reason. I was given a discounted rate at sign up because I'm not able to use some of the core features in the business plan, but still wanted access to features that are only available in that plan. Nothing has changed in the way that I use close, yet they have decided to no longer honor the original agreed upon terms. Now I'm migrating everything over to Pipedrive. Review collected by and hosted on G2.com.

Verified User in Information Technology and ServicesSmall-Business(50 or fewer emp.)

0.0

The close date process of opportunities is a terrible way of forecasting. Opportunities often get left in the past and forgotten about. Review collected by and hosted on G2.com.

Verified User in Information Technology and ServicesSmall-Business(50 or fewer emp.)

0.0

Lack of reporting, fields are hidden from users, so no standardized rules can be put in place. There is no automation. Sequences can only include e-mails, so phone or social touches have to be done separately. Opportunities are very, very poor in terms of controls and what is required. Lastly, they do not integrate with anything. Review collected by and hosted on G2.com.

Scott M.Transportation/Trucking/Railroad

5.0

Close's UI/UX make it super easy to navigate and manage day to day sales activities. We also use JustCall and the integration is super clean, making it easy to work from a single CRM with a phone plug-in

Chuck A.Building Materials

5.0

Sequencing, calling from the software, activity tracking, call recording, relative simplicity to use

Anonymous ReviewerMarket Research

5.0

Email marketing via sequences, built-in caller, and CRM

Nadav B.Marketing and Advertising

1.0

Close.com BROKE our agreement and KILLED our company.

Anonymous ReviewerComputer Software

1.0

If your database more than 100K contacts, you will be disconnected, because you will ...."impacted our infrastructure".... When you try to solve a problem and chat with technical support, you will be ignored. But there is no public limitation. Try to use. Are you lucky? Maybe not and your work will be suspended immediately. And then you will long try to switch to another platform without any help from those support. Maximum you will have a day.

Tedi A.Insurance

1.0

The joke they call "customer service/tech support". It's an extortion scheme!

Jason VanceOwner

10.0

We're using Close for our sales team and managing all the leads we have come in. We had used other paid systems and even created our own, but this solved all our problems. Close replaced a few things for us and though costs a fair bit saves us time and money overall.
Manages leads. Followup & reminders. Organization of everything in one place. Add-ons that are worth every penny.

Joe GattoVP of Marketing & International Business Development

10.0

I use Close.io to manage my phone calls, cold emails, and sales follow ups. It solves the problem of keeping a lot of leads and follow up sequences organized, and prevents them from falling through the cracks. It keeps me focused and helps me work efficiently and effectively. I can easily find where I left off with a particular prospect.
You can search for prospects by your activity & notes. It helps automate the follow up process. It ties cold emailing into a powerful CRM all in one portal.

Verified UserPartner

10.0

Close is used exclusively by our intake department for managing our client leads. Our intake department uses it to manage contacts, send bulk emails to potential leads, and take notes regarding their interactions with the potential leads. It organizes and simplifies our communication workflow since the process is all centralized.
Organize all contacts with potential leads. Bulk email to simplify communication process.

Verified UserTeam Lead

7.0

Close has been helpful in generating outbound email campaigns; our sales team is highly dependent on it for reaching out to prospects. Apart from campaigning, it is also a complete sales CRM where one can have a complete track on the lead status. Close is playing an important role in managing the leads without the interference of a second person--it is highly understood to every salesperson.
Selection of leads for campaigns More enhanced UI

Erik ZahnleckerCo-Founder, Head of Product

8.0

My team uses Close.io to manage our sales and BD pipelines. We're a small startup, so there's only two of us currently using it, but I can see how the value of the platform would scale with additional team members. It's clearly setup with leads, opportunities, and an inbox that is essentially one's action items for the day. Recently, Close.io added the ability to send email sequences, which we're leveraging now. Already seeing great value there as some leads don't respond until the 4th or later email.
I'd like it if I could customize the inbox so that only leads that meet my defined criteria show up on my to-do list. Instead, it's managed by Close and what they consider to be an action item. The interface could use a face lift :)

Verified UserAnalyst

9.0

Close (CRM) is used to support our sales team, we can handle several options like emails, messages, and call directly to our future clients, keeping continuous communication with them. Our big trouble with this CRM (Close) is tracking hours from our sales team, this CRM is really good to increase sales and having a great sales interaction and follow-up, but, is a headache to track hours, breaks, lunch from the team, and we must implement a special software to track and reports hours from agents.
Hours tracking, must improve in get and run data hours. Reports could improve, be more detailed and specific. Predictive dialer just added in more expensive plan.

Verified Reviewer

5.0

I can tell you that I have used over 20 different CRM systems over the past 10 years. We do a tone of cold calling and we need to just blaze through calls fast and I never could find CRM that allowed us to do this. I was so frustrated that I needed up even creating our own CRM just to do this very thing. I can't tell you how much money I spent in development of our CRM to make a product that blazes through calls fast. We used that for about a year or two then I stumbled on because our in-house custom CRM was having problems and we didn't have the resources to fix it so I figured I would try again. I cannot tell you how incredibly excited I am about how amazing Stop logging calls and emails and start making them instead. truly is. This CRM is unlike any product on the market it is exactly what we wanted our in-house product to be and more. It's so awesome we scrapped our in house product and started exclusively using Stop logging calls and emails and start making them instead.. You do not truly have an appreciation for "next gen" this thing really is, there is literally nothing like it on the market and honestly I'm a bit shocked no one seems to get the amazing this thing is. This is a pure sales communication tool that cuts out all the BS of a CRM and is a real actual tool that a sales person can use to increase their sales and not just some data collection thing that salespeople are forced to you. If you actually give a go and start using it you'll never want to use anything else if you do cold calling. The thing seamlessly interfaces all your calls AND even all your emails! You no longer need to be jumping in and out of outlook, you don't need to check your outlook or Gmail calendar, and you don't need to do anything except pull up the Stop logging calls and emails and start making them instead. and do the stuff in your inbox and make money. It pulls in not only your tasks, and follow up meetings but it also syncs your emails and voicemail sand phone calls. It takes every single bit of communication you do and puts it in one quick "to do list" automatically with ZERO data entry. It's blazing fast and it just works. The voicemail drop thing is really dope, I can't tell you how many times a day I find myself having to leave voice mails for people, they have this thing that you hit a button and it automatically leaves a voicemail so you can go to the next call, just amazing in terms of productivity.

Joshua F.Co-founder

4.0

We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data of our salesmen and to make easier for them to keep track of their clients by client type. We used a CRM (highrise), but the data it gave us was no longer enough to know more about whether the size and type of clients - and opportunities - our sales team were generating was the right kind given our current strategy. We initially requested a trial by importing a subset of random data of our former CRM but we felt this was not useful, because not all of those imported leads were relevant to us at the moment. When support from close.io gave us the option to extend our trial period, we deleted all of the previous leads and instead started adding new leads into the platform. That's when we notice the main strong point of close.io: by adding our first lead's email, within seconds we had a full history of each email we exchanged in the past. The desktop app works like a charm. Also, when you have a small sales team like ours, it's great to add a lead and check if one of your teammates already make a contact. Finally, it's amazing how easy is to categorize leads, we even use it to keep track of investors, allies and competitors. The call feature is also a huge breath of fresh air into a follow-up process. The fact you can make calls straight from the app, that those calls get recorded and also get tracked into a lead's history ensures automatic track of almost every kind of interaction with a lead. In our case, although we tried it and it worked great, we won't make use of it because our small office space forces us to do calls by getting outside the office, and given our internet connection is not that solid we will keep making calls the way we are right now and evaluate a full switch later. In a few words: if you have a small sales team and you want to make them doing more closing and less data insertion into follow-up tools, consider switching to close.io

Verified Reviewer

5.0

I am using Close.io to help keep track of all of my cold calls. I can easily open up multiple contacts and make calls to each of them a lot faster than looking at one contact at a time, clicking the mouse more times and being less efficient with my time. This is a great tool for any sales person wanting to keep better track of who to call when, reducing paperwork and headaches. I highly recommend this product.

Daniel G.

4.0

If you're organized and you'd like to pass that along to other coworkers, this is a great piece of software. It's easy to add fields for customers and leads, keeping pertinent information accessible for all entries. That information is easily trackable, with a great search tool that will find absolutely any query by searching across all entries.

David H.Distribution Executive

5.0

Overall Close (close.io) was a great system for our high volume, low price software product. We recently switched from Close to Salesforce and It has been a very bumpy road that more than one department in our company has struggled with. Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.

Ali S.

5.0

My team and I began using Close.io to close deals via the calling & Email features they have implemented into the software. We imported our leads very easily, and managed to start closing deals with potential clients. Close.io is a unique product that allows you to manage multiple streams that increases the chance of closing a deal.

Yolandastroman

4.0

Close.io is very good App for Salesperson who want close more deals