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Akshay R.
Product Manager
Computer Software, 1,001-5,000 employees
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Akshay R.: My name is Akshay. I'm a tech CEO in the SAS industry, and I'd give Close.io a five out of...
Rod T.
President
Marketing and Advertising, 1-10 employees
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Rod T.: Hi, my name is Rod. I'm a financial advisor and I would give Close a four out of five review....
James T.
Online Media,
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Close.io has been a huge help to our small B2B sales department. Before close.io we were using multiple programs to email, call, track, notate, and manage customers. It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.
The features that helped us the most: -real-time integration with gmail. We send and receive all our email through the app. Besides being more convenient it also keeps all correspondence logged in an easy to reference way. -recorded calls - all calls and voice-mails are automatically listed right along with notes and emails. This is incredibly useful with longer sales cycles. We are able to go...
Not really any cons to speak of, but we had a couple issues at first: - call quality was poor. This was due to trying to use a wireless connection and after switching everyone over to wired, it went away. So while not an app problem, something to consider if you or your team work remotely. -Some merging issues when pulling lead data from our web form. Again, this was not an app problem so much as a developer problem on our end, but it was a headache for a couple days none the less.
JASON M.
Business Supplies and Equipment, 11-50 employees
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I have used Close.IO at my past company and this is the only CRM that I can endorse. When I told my team that I was going to update the current CRM tool I was met with a lot of questions and concerns. After showing the video on the Close.IO site and taking questions for about 20 mins my team was buying into the idea of changing over. I was also able to prove to them that there would be a minimum of...
Automation and their inbox is a huge pro. Their search feature is arguably the best anyone could ask for. We are still discovering search tricks. GREAT ROI! A great help page on the Close.IO site for finding suggestions and troubleshooting.
We did have a tough time with our firewall when first setting up Close.IO, so make sure to include your Network Admin in the conversation of switching to Close.IO early on in the process. Sometimes getting someone on the phone can be a challenge, but email and scheduling a call have never been a problem.
Nadav B.
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
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Close.com BROKE our agreement and KILLED our company. We partnered with close.com and after long meetings with their sales and customer success teams, we agreed to collaborate after getting a written agreement for our needs and future use of their system. We built an entire infrastructure supported by their system after working with them for few months and paying them over $20,000 knowing it's an...
Looking back - nothing honestly. We wish we would've never heard of them.
Close.com BROKE our agreement and KILLED our company.
Jordan T.
Computer Software, 11-50 employees
Used daily for 2+ years
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Close.io is great for tracking leads and customer bases and the communication timeline as well.
My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use. Also being able to call directly from the software and have the calls recorded and task creations are very simple.
The user interface could use some improvement. The flow of things can sometimes get a little chaotic so creates extra time to learn the system.
Samantha L.
Transportation/Trucking/Railroad, 11-50 employees
Used daily for 2+ years
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Close has been great and their customer support is really awesome.
Close is an easy way to keep track of leads and customers alike. We can set tasks, see who is calling, and have visibility to communication the client has had with other people in the company.
I really don’t have many complaints. One tiny nitpicky thing: the icon in my tool bar continues to bounce even after someone else has answered a call. It can get confusing.
Martin A.
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We run an online insurance comparison site in Colombia. We generate leads through our website that we have to close by phone and mail. A sales cycle is in average for around 20 days. Our requirements were: 1. Scalable (Apt for Small and Medium Businesses) 2. B2C focus 3. Lead integration 4. Mail integration 5. Phone integration (including possibility to store calls) 6. Easy to use 7. Reminders...
Fast and easy to set up. Great customer service. Transparent costs.
Maybe I would like it to work better in mobile. But that's mainly for me and not for my sales team. But apart from that I can't fin any cons.
Josh C.
Financial Services, 1-10 employees
Used weekly for 2+ years
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Once you catch the vision for Close.io, it doubles your productivity in sales.
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.
Yevgeniy S.
Computer Software,
Used daily for 2+ years
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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.
Justin G.
11-50 employees
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I have tried out a handful of CRMs, and they all have their pros and cons. I've found Close.io to be the best and most flexible CRM for our growing sales team (It has grown with us as our sales team tripled in size). There are two things I particularly love: The first is the timeline / history of interaction with a customer. It makes it super easy to quickly get caught up on a relationship with...
History of interaction with customer, one touch communication, live help chat
Managing inbound emails and email templates
Isaiah E.
Used weekly for 2+ years
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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.
Verified reviewer
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Love how simple Close.IO is. There's one list of contacts , and then an infinite ways of segmenting the data after that in powerful ways. It's a very powerful concept, and they do it in a way that makes it super easy to manage lists of leads/clients/whatever, and to help make sure you're on top of it. They do this, however, in my opinion, by sacrificing features available in other top CRMs, some that seem like they should just be there. For us it has been worthwhile nonetheless.
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...
Jim W.
Automotive, 11-50 employees
Used weekly for 2+ years
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Love it for all businesses I have worked in. I literally have my own Personal Close I use that I bring when I take a contract, so I don't have to use something else. It is part of my working life now - Easy deployment (Even when Microsoft tries to ruin everything for you), Simple and easy, can opt into great features if you need it, export your leads, whatever it is - It is software that has clearly been made by someone who was in Business Development. The amount of time I save not having to manually document how much work I have done...Makes me more successful.
Nothing - it is great - A small deployment issue once, but that was 100% Microsofts fault. The reps were great at fixing it.
Verified reviewer
Computer Software, 51-200 employees
Used daily for 2+ years
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I like that you are able to track all forms of communication with a potential business. You can crack phone calls, notes, text messages all in the order that you had the conversation with your business. I also like that you are allowed to send text messages to business if they are hard to get a hold of via phone call.
I think that they could have better integration with other platforms. Our support team uses fresh desk and fresh chat as their source of emails and chats and with no integration it makes it hard for the support person to see the conversation that goes on between the sale person and the customer without having close.io open.
Tedi A.
Insurance, self-employed
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Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it.
This software was a colossal waste!! DO NOT waste your time or money!! I used this software for less than a week before they were snooping around dictating my business practices and interrupting my business transactions. I am absolutely disgusted by this service. I tried to get get a hold of the sales rep 5 (FIVE) times and each and every time it goes to voicemail. They don't work weekends and wont...
The joke they call "customer service/tech support". It's an extortion scheme!
Verified reviewer
Food & Beverages, 1-10 employees
Used daily for 6-12 months
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We're not the "target market" for most of the sales management solutions out there. We just needed something that could let us keep track of key accounts easily, give us a snapshot, and keep everyone on the same page..... and specifically me as a CEO to be able to bullshit check what the sales people are saying is the status of accounts (because now I can read all the emails and notes related to the account). Priceless. We liked it so much, that we started another "organization" to keep track of our Series A fundraising... so we know where every investor is in the process, who has gotten what info, etc.
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.
Lamar J.
Real Estate, 11-50 employees
Used daily for 1-2 years
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Great experience generally, just hate when I'm really into a task and then I forget about checking close all to open it up to 3 message and 6 emails.
Lays everything out in a way that is simple, functional, and very user friendly. Most things make sense at first glance without much of a learning curve.
Notification system is genuinely trash. If I have the software on my laptop, there should be some way their API talks with MacOS notifications API, I think someone just has to build the connection.
Verified reviewer
Insurance,
Used daily for 6-12 months
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Close integrates all of our customer communication into one place to make it really easy to use. Because it integrates with calling and email, most communication gets automatically logged so there isn't that annoying extra step. And because we're already in it while interacting with customers, adding notes is natural. The result is a CRM system that is up to date and gets used.
I'd like prettier reporting. The reporting screen basically counts and filters to give a table of results. I would love to have this visualize pipelines and allow us to drill down on results in a more visual way.
Robert A.
Used daily for 2+ years
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Super simple for making phone calls and sending emails. Easy workflows for inside sales reps, you can make a lot of calls quickly.
The reporting is pretty barebones, but I know that's something they've been bulking up over time.
Kevin R.
Marketing and Advertising, 11-50 employees
Used daily for 2+ years
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This is a great email software. It keeps teams informed, inspired and on track for sales!
At this time I do not have any complaints about the software - all good!
Verified reviewer
Management Consulting, 51-200 employees
Used daily for less than 6 months
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Close.io is simple software package that incorporated "common sense" into their sales process to help drive efficiencies in a sales persons daily outbound and inbound activity. Close.io allows me to make phone calls quicker, take notes, send emails & text messages in one simple to use UI.
I love that I can make phone calls out of Close.io using my contact information for any given prospect. It integrates with my email system and captures all my outbound and inbound email traffic and keeps a record of it. The UI is also simple and the sales workflow is better streamlined then saleforce.com in my opinion. I wasn't a fan in the beginning, but after about 2 weeks I loved it's functionality and ease of use.
It took me a while to get adjusted to their process methodology and in the beginning found it cumbersome and clunky.
Linus L.
Internet,
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At Duma Works, a Kenya based recruitment startup, we use close.io to keep track of all of our customer relations, existing and potential. Apart from that we're also using it as a multi-tool for everything from fundraising to recruitment. The search centric approach makes it easy to create any type of customised list of leads and treat them differently based on their unique characteristics. The ability to add custom fields to all leads in combination with the bulk email feature makes it possible to easily send hundreds of personalised emails in seconds. I would recommend close.io to anyone who wants to maintain and grow a database of contacts, be it customers, candidates or investors.
- Easy to create customised lead views and send personalised bulk emails - Stripped down feature set, only contains what's necessary - Extremely easy to get started, no advanced setup necessary - Great support and response time from the team at close.io
- I lack the ability to track meetings, it's the only part of the sales funnel that I can't follow up on - I lack the ability to mark notifications as unread
Gabe J.
Information Services, 11-50 employees
Used daily for 6-12 months
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Keeps sales focused on relevant tasks rather than wasting time on housekeeping tasks
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.
Tom
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Have used everything – Salesforce, InfusionSoft, Pipedrive, Sugar, etc. At some level, they were all awesome, and at another level, all of them sucked at something important. After signing up for a free 14 day trial, I happily pulled out my credit card and signed on for $660/month for our (4) users after using it for just a few days. And we had just signed on for a competitive solution only 4 months...
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).
Verified reviewer
Hospital & Health Care,
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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.
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.
Elias A.
Marketing and Advertising, 11-50 employees
Used daily for less than 6 months
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Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations.
I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid.
Smartviews even tho it is one of the main features is not that easy to customize or get used to if this is your first CRM. There are better solutions that make this type of customization easier.