Close Reviews

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!

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

- 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 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.

Very easy to use with an intuitive interface. Easily create followup sequences and the best feature is the one-click calling SMS. It is just so easy to call ANY Country on your computer. With great audio quality.

The startup plan is fine, but if you want to use multiple phone numbers and call recording, it is only in the most expensive plan. Also, you cannot see which calls cost how much money, it is hard to track back your charges.

Extremely intuitive, clean and smooth. Intelligently designed and sets you and your employees up with a great work flow to stay organized

The view set ups can take some getting used to (IF, OR, AND) but once you have it figured out your workflow will go so smoothly.

- 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

So uncomplicated and straightforward to use. CRMs can be a real pain, and this one is a joy.

Although it's packed with value, it's still pricey compared to competitors. However, if you can do it, I still recommend it.

The best CRM tool I have used, loved the interface that is literally all in one, recorded calls to review of my teams sales calls. Texts emails etc.

None! Best CRM system I've used! Definitely recommend

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!

Close.io shines in two ways-- no data entry and the follow up system. No data entry means that it's reading your emails and syncing the CRM with the activity. You can also call through their phone number and it logs your phone calls to the CRM. Follow up system. Following up until you get a No is key to sales success. Close.io builds this in to the CRM so that you see who to follow up everyday and can jus work down the list.

I don't think of Close.io as having data integration with other services on a first class level. May be wrong, but that's my impression.

It makes the sales team at my company so much more efficient and keeps them focused on relevant tasks rather than wasting time on housekeeping tasks

Some small learning curve for some of the more advanced features.

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.

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.

We've used close.io for a few years for our sales team. It has nearly any feature that you'll need. It has incredibly good system for follow ups and sales tracking.

This is not really needed when you have just a couple of salespersons and price starting from per mo is really high.

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.

- 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

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...

Read more

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.

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.

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

Managing inbound emails and email templates

- It's easy to use. - It can easily search for past emails and share the status with other members because it integrates all the emails and calls with the leads to the platform. - It allows to add tasks and set up alarms. - Great tool to organize the database, rank potential customers/investors, and size the opportunities.

- I would suggest the users to use a isolated microphone because some times we have eco in the calls.

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).