Close Features

- Easy to get started - Easy to import leads - Easy to keep track of how everyone at your organization is interacting with the client - Pretty simple, but effective reporting

- Expensive - Low quality call audio - Low customization - Rigid sales structure set-up

- really easy to use - stripped down to the bare minimum, not many tabs for the sales team to navigate - new email chain function is impractical as it's a manual task to set up for so few sales contacts - customer support a few years ago was bad but has improved greatly - price

- hard to extract data in a meaningful way. The search functionality is quite rudimentary - data analysis is barely existent - insufficient tagging - feels like a doctored spreadsheet with nicer formatting but less usability

History of interaction with customer, one touch communication, live help chat

Managing inbound emails and email templates

Coming from Salesforce and other CRM services, Close.io shines a much needed light for our sales team. They follow industry standards and have every feature that I've been used to having. I incredibly appreciate the ability to call and track phone calls directly from the app.

The desktop app is where it's all at, but I would appreciate a more fine-tuned web and mobile app considering what we pay and what other services offer.

Calling feature, Tracked emails, Work with multiple team members on closing deals. Biggest feature is the app you can download via the app store or from the close.io website, makes things super easy to manage. The Smart views and sorting filters are very useful in managing multiple leads. The support team is incredible! I've never experienced such support with any other company.

Only issue I ran into is when grouping leads under a specific category which has to be done manually in the spreadsheets, but I spoke with the support team and gave me step by step to resolve this issue.

1) The ability to draw up call lists in 30 seconds using Close.io's search bar is brilliant. 2) There's no feature creep or anything that can obstruct you from doing what you need to do during your day of sales activities. Their design and UI is just clean and welcoming.

The only thing I might want more of, is more details analytics so we could go deeper as it pertains to metrics.

By far the easiest and most intuitive way to manage relationships that I've come across. If it's a big struggle for you to have a bunch of lists of leads, and with your limited time you struggle to stay on top of each and every one of them, then Close.IO is awesome. It has helped us make sure none fall through the cracks, and does that in a way where I don't have to think about it. It just lets me know. Integration through Zapier also brings it to another level of automating workflows.

It's missing some features that other CRMs have, especially for the price. Although the 'smart views' (how you segment the contacts into different lists) is really really awesome and VERY powerful, there are some limitations that sound like should be there but are just missing (e.g. having different default columns per 'smart view', which sounds like a given to me since someone cares about different...

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I have used close for more than 12 months and I can say that this is the best CRM for startups, I have used it mainly for sending email campaigns and lead management. it has a very simple interface and is easy to use. Previously we were using a different CRM where you are able to send mail only but not able to see those email responses, you will have to check your email for that but in Close CRM we can send mail and also see if we have any responses. Managing leads are also easy, either we can bulk import it as a CSV file or we can manually add it so it was very easy to manage the leads and contacts in close CRM.

Close is very expensive so it was very hard to pay for small startups. Lead management and email campaign were good but apart from that we have not used anything else so for us it was very expensive.

Looking back - nothing honestly. We wish we would've never heard of them.

Close.com BROKE our agreement and KILLED our company.

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

I wish there was a better way to clean up data on a macro level

Flexible - easily tweaked Not overkill

No mobile interface - nobody in our company sits at a desk and "does sales"... we are all on the road on jumping meeting to meeting, so it would have been awesome to have an app version or a more user friendly mobile version.

Close CRM's user interface is a testament to user-centric design. Navigating through the platform is effortless, enabling sales teams to focus on what truly matters

I do just wish that there was more of a build in terms of on going policy management through the CRM

Thanks for reviewing Close, Justin!

- Connected email - Sequences are easy to design on multiple channels - Very customizable and dynamic copy in sequences

- Email inboxes get disconnected from gmail occasionally - Some customizations, which are nice, make it a little complicated

I like their all in one feature package - outreach can be done via call, sms, email. Each feature is beautifully designed. I also really like Smart Views

No cons really. It's a little more expensive than other CRMs out there - but I totally understand because the features they provide at this price point eliminates need for any other app in my sales workflow.

The simplicity yet power of this CRM system is exactly what a growing company needs. It is also fantastic that the product comes with an API that can help to automate your tasks and connect the CRM to other products.

The user interface of the emails could be smarter and give a better oversight!

Automated tracking, in-app calling, in-app email, bulk email, filtering, reporting, real-time dashboard.

Higher cost per seat than some others (but obviously well worth it for me, and most others).

User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful. The CEO truly cares for his clients, even taking a little time to give free consultation to help educate in sales.

Only thing is when you select back to get back to the main list of contacts, it takes you to the top every time and not where you left off in the list. Probably user driven and not the software.

What I liked about Close was the consolidation of tools into one CRM. The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box.

Phone features are underdeveloped or possibly intentionally barebone.

We appreciate your thorough review of Close, Jonathan. I've passed this feedback to our product team -- with an extra emphasis on the calling feature feedback.

no fluff. there are not 3 different places to log contacts/opps/accounts/leads it is all on one page. It is simple yet surprisingly powerful. Every one of my reps added can't get over how easy and fluid it makes their life.

Dashboards are non existent. You will need to be comfortable with exporting/using zapier/or a few support partners to push your data into a visual appealing place

There are too many to list – If you do cold calls this is a no brainier, you need to buy it today! It support The best apps. Better together. as well which means it hooks into hundreds of other marketing tools also. Their support is second to none, these guys seems to be hustling hard with support, product development and just providing a kick ass experience for their customers. I recommend this product.

This thing is EXPENSIVE.. but the truth is you get what you pay for and you geta lot. Your paying for the best and it has a price tag which clearly says it’s the best because it’s more than double the cost of other competitive products. The downside is though I have 3 team members and I’m paying close $300 to $400 a month for 3 people that’s crazy considering there are other products that do VoIp...

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Easy setup, analytical and simple-to-understand dashboards, predictive dialer rocks, voicemail drops, call cadences, and email marketing tools are all available. I enjoy the Smart Views in Close function and the inbox tool, and I like the fluidity of the email follow-up. I feel so much better knowing that everything is in one place and that I can simply exchange information with my team; my customer service experience has also been excellent.

I don't like how Close retrieves my planned send emails before they send; if I modify the email I'm scheduling, Close logs all versions. I also believe filters take time to get used to, and I'm not always sure I'm filtering correctly. I wish there was a one-stop video that answered all of your questions or walked you through the intricacies of Close.

The email auto-tracking is by far the the tool of close.io. The fact you can create a lead and it automatically brings all of the history of emails you exchanged with them gives a lot more insight and visibility into salesman follow-up performance. Also, the call feature; if you have a strong internet connection, and especially if you're a startup and your salespeople is constantly on the run. Support also responds very quickly to feedback, which made a lot easier the switch from our former CRM.

For our business, it´s very important to do bulk imports. However, the tool does not let you to opt out of duplicating leads, which makes us take longer to "curate" each file we want to import.

We use pipedrive for email marketing and Close.io for cold calling. Our system works like this. Our marketing team use pipedrive to send out email to possible leads and follow up with them and when it results in a successful response from the prospect the sales team collects the phone numbers. Then these prospects with phone numbers have been downloaded to csv and transferred to Close.io CRM for sales team. Then they do all the cold calling with in Close.io CRM. Our department also have access to this CRM to make support calls later on. We can say our sales team's productivity has increased a lot after implementing this CRM. They do not need to manually do the sorting and recording of calls made and everything can be done in settings just one time.

When importing the prospects from a CSV if there are duplicates in the file, it doesn't detect that and gets added just like an other contact. There are no option to segment the contact in to different categories.

Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients. The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency. Close.io...

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I'm in Canada. I wish the price wasn't so high, especially with the exchange rate. As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.