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Spotler CRM vs Close Comparison

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Good recommendations?

Close logo

Close

82pts

Overview

Category Leaders

Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

Category Leaders

Close is the sales CRM that helps small businesses and startups turn leads into revenue. Close lets you email, call, and text your leads from desktop. With productivity tools like task reminders, Call Assistant, and Predictive Dialer, you’ll reach more leads, follow up more often, and close more.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

17

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

49

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

462

5

4

3

2

1

257

169

30

5

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

4.7

160

5

4

3

2

1

119

35

3

0

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
94%
would recommend this app

Pros

The service from RSS has been outstanding and they help to provide solutions and alternatives quickly and as best as they can.
I have really enjoyed using RSS for my day to day administration and for quoting purposes. It is an effective platform with lots of good features and work arounds.
The software is so easy to use which has made embedding it into our operational practices an easy task. The ability to link accounts has proved very useful too.

Pros

Excellent support, great founders, great desktop app for Mac, and very easy to use plus onboard team members with.
Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person.
User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful.

Cons

It's annoying whem the system times out without warning and you can lose your work. The interface feels a little "old" but really that's just nit picking.
This however makes it very difficult for anybody but me to understand where we are with each customer in our sales and follow up cycle. I always struggle to maintain order with this.
Some of the terms used to describe the different sections of data are confusing and require getting used to. The short amount of time before you are logged out again.

Cons

The only negative thing I have to say is that close.io does not work really well with HTML emails.
It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.
It's missing some features that other CRMs have, especially for the price.
  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last review8 months ago

Key features

  • Total features167
  • "What If" Scenarios
  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Scheduling
  • Audience Targeting
  • Auto-Dialer
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Batch Processing
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Process Control
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Conferencing
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Queues
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Tracking
  • Call Tracking Metrics
  • Call Transcription
  • Call Transfer
  • Call Whispering
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Canned Responses
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversation Intelligence
  • Conversion Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Electronic Signature
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Field Sales Management
  • File Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • GDPR Compliance
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • HIPAA Compliant
  • IVR
  • Image Library
  • Inbox Management
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Leaderboards
  • List Management
  • Live Chat
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Optimization
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multiple Scoring Models
  • Multiple User Accounts
  • On-Demand Recording
  • Online Forms
  • Online Voice Transmission
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Predictive Dialer
  • Prioritization
  • Process/Workflow Automation
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Role-Based Permissions
  • Routing
  • SMS Messaging
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Signature Management
  • Single Sign On
  • Social Marketing
  • Source Tracking
  • Statistical Analysis
  • Summary Reports
  • Support Ticket Management
  • Target Account Identification
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Unified Communications
  • Video Conferencing
  • Visual Analytics
  • Voice Mail
  • Volunteer Management
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Workflow Management
  • Total features158
  • "What If" Scenarios
  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Scheduling
  • Audience Targeting
  • Auto-Dialer
  • Automated Scheduling
  • Automatic Call Distribution
  • Automatic Outbound Dialer
  • Autoresponders
  • Batch Processing
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Business Process Control
  • CAN-SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Call Conferencing
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Queues
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Tracking
  • Call Tracking Metrics
  • Call Transcription
  • Call Transfer
  • Call Whispering
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Personalization
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Canned Responses
  • Channel Management
  • Click Tracking
  • Client Management
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Communication Management
  • Computer Telephony Integration
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversation Intelligence
  • Conversion Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Scoring
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Electronic Signature
  • Email Campaign Management
  • Email Management
  • Email Marketing
  • Email Monitoring
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Field Sales Management
  • File Management
  • File Sharing
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • GDPR Compliance
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • HIPAA Compliant
  • IVR
  • Image Library
  • Inbox Management
  • Interaction Tracking
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Engagement
  • Lead Generation
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Leaderboards
  • List Management
  • Live Chat
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Optimization
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multiple Scoring Models
  • Multiple User Accounts
  • On-Demand Recording
  • Online Forms
  • Online Voice Transmission
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Predictive Dialer
  • Prioritization
  • Process/Workflow Automation
  • Proposal Generation
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Recording
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Response Management
  • Role-Based Permissions
  • Routing
  • SMS Messaging
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Signature Management
  • Single Sign On
  • Social Marketing
  • Source Tracking
  • Statistical Analysis
  • Summary Reports
  • Support Ticket Management
  • Target Account Identification
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Unified Communications
  • Video Conferencing
  • Visual Analytics
  • Voice Mail
  • Volunteer Management
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Workflow Management

Integrations

  • Total integrations30
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations98
  • Constant Contact
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • HubSpot CRM
  • Mailchimp
  • Meta for Business
  • Microsoft Outlook
  • PayPal
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • Twilio
  • Twitter/X
  • WooCommerce
  • WordPress
  • Xero
  • Zapier
  • Zendesk Suite

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Neil G.

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Used daily for 2+ years

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  • Likelihood to recommend10/10

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Spotler CRM

Simple & Easy to Use Visual CRM System

Reviewed 3 years ago

TMS Software as a business have the complete assurance of a visual sales pipeline and opportunities so the business in these difficult times is safe and sound with future business identified, qualified and with a good chance to close and become a client, all done in Really Simple Systems CRM

Pros

Easy to access all the data areas from account, lead and opportunity, all available on 1 screen view

Cons

Integration to email systems and other 3rd party systems

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Adrian B.

Accounting, 501-1,000 employees

Used weekly for 2+ years

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  • Customer support
  • Likelihood to recommend10/10

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Spotler CRM logo

Spotler CRM

Easy to use effective system

Reviewed 8 years ago

I have used this system for close on 10 years. When I took up my current position 5 years ago I installed the system as there was no CRM system in place. I find it the simplest most effective sales tracking system I have used in my 30 years in sales and sales management. We have numerous sales outlets across the country controlled from a main sales office and I am able to report effectively on sales performance across the business with minimal effort. The reliability of the system is first rate I have experienced very few occasions when I have not been able to access the system from various locations including on mobile phone/tablet devices.

Pros

Simplicity, accuracy and reliability

Cons

I cannot think of anything

AW
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Amanda W.

Hospitality,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Spotler CRM logo

Spotler CRM

Easily transferable from Salesforce and great technical support

Reviewed 9 years ago
Pros

I have a small company selling school trips so my database is large but I have only a small number of high-value sales a year. I needed a simple CRM, which would efficiently transfer data from Salesforce. I trialled about 10 CRM systems but only RSS could do this without me losing data. The system is simple and is easily navigable but what I like most about RSS is the rapid response from technical support. They custom-designed a few pages and re-worked others to suit my requirements often within a few hours of my request. No other CRM system I trialled, even came close to this service. I also like the ability to pick 'n mix services which means I only pay for exactly what I need.

Cons

Small point, really - Activity data which was transferred from Salesforce is displayed twice under Activities. This is annoying and has to be removed manually. I had to abandon email synchronisation - despite dedicated technical support, my Outlook emails would not drop into the RSS activity section. I do it manually now.

JV
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Juan V.

Automotive, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Close logo

Close

Best CRM I have used!

Reviewed 6 years ago
Pros

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.

Cons

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

BN
AvatarImg

Ben N.

Computer Software, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Close logo

Close

A straightforward email tool for sales teams

Reviewed 2 years ago

Close is a fantastic email tool that I would find hard to get rid of.

Pros

This is for everyone who needs to be an email powerhouse. This allows you to manage your communications with leads and new customers very easily. Their software is tailored to be the most efficient possible.

Cons

This is not a great CRM. It's best used in tandem with a CRM like HubSpot or Salesforce. Most of the automation capability is outsourced to Zapier.

AvatarImg

Verified reviewer

Internet, 1-10 employees

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Close logo

Close

Great CRM platform

Reviewed 6 years ago

Easy to use, powerful CRM platform.

Pros

Works great for a single person (not only sales-focused). It's feature-rich and allows for great customization

Cons

Everything works as expected for now. There is a bit of a learning curve but that is expected.

AvatarImg

Verified reviewer

Market Research, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Close logo

Close

Top notch software for email marketing and CRM

Reviewed 2 years ago
Pros

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

Cons

On the Expensive side. It'd be great if they can provide discounts for startups

MC
AvatarImg

Mandy C.

Internet, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Close logo

Close

"They're just so...good!"

Reviewed 9 years ago

We have been shopping for a CRM for far too long. Then Kevin and Close.io got our attention. We have had nothing but above and beyond conversations that can only be described as authentic. I typically can't stand the sales process, but something about the honesty took the sting out of the experience. When you hang up the phone after a call and collectively agree, "They're just so...good," it's a great feeling. The product itself is loaded with the features our business needs as we grow. We're looking forward to finding out just how accurate their tagline is...If we, in fact, close more deals and make more sales, we all win. With the powerful features at our fingertips, and so many great integrations, we think our sales team will see great results.

Pros

Excellent support Concise Call Logging Smooth UI/UX Flexible pricing Integrations

Cons

So far, the only hiccup has been importing/exporting from our existing CRM (using Import2).

ND
AvatarImg

Nils D.

Computer Software, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Close logo

Close

Great sales CRM

Reviewed 10 months ago
Pros

Close is great if you're looking for a sales-focused CRM.

Cons

Not much, there are a few features which seem to be missing but nothing major.

Vendor response

Thanks for reviewing Close, Nils!

AvatarImg

Verified reviewer

Used weekly for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Close logo

Close

CRM for startups

Reviewed 7 years ago
Pros

i love being able to send emails directly from the crm. it's not just sync, but a full integration. it also has all the modern functionality you would expect from an email system - right in your crm!

Cons

my concern is how well this tool scales because of its relative lack of discreteness. it would be difficult for manage a sales team utilizing this technology

AvatarImg
AvatarImg

Dominic B.

Information Technology and Services, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Close logo

Close

Close.io Rocks !

Reviewed 9 years ago

I've used others CRM and I'm really happy to have switched to close.io. Close.io is the best CRM for a SAAS company like ours! It is easy to use, well designed and precisely tailored to our needs. Awesome product !

Pros

Created by a team that produce amazing content Simple and efficient design Nice feature to create smart views Good integration with emails VOIP phone call in one click !

Cons

Contact integration with exchange would be nice. (No need for a native mobile app but managing contacts in 2 places is an issue).

AvatarImg

Verified reviewer

Computer Software, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Close logo

Close

Great CRM that understands its user

Reviewed 6 years ago

I would advise this product to anyone, the pricing is correct, the product is great and does not try to lock you in but retains you through customer satisfaction.

Pros

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.

Cons

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

JS
AvatarImg

Justin S.

Insurance, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Close logo

Close

Great CRM

Reviewed a year ago

Effective communication lies at the heart of successful sales endeavors. Close CRM offers a seamless platform for communication through various channels, including email, calls, and SMS.

Pros

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

Cons

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

Vendor response

Thanks for reviewing Close, Justin!

RL
AvatarImg

Ruth L.

Retail, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Close logo

Close

Great option!

Reviewed 3 years ago

I have really enjoyed using Close and would recommend it to anyone looking for a basic CRM!

Pros

Close is relatively easy to use and is priced quite well!

Cons

We are a small company, so using close has been great for us, but I'm not sure how it would compare for larger companies.

AvatarImg
AvatarImg

Jordan L.

E-Learning, 11-50 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

Close logo

Close

Rigid structure means only certain sales processes fit (adaptations to all processes are necessary to use effectively)

Reviewed 8 years ago

Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed. It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation. Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else.

Pros

- 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

Cons

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

AvatarImg
AvatarImg

Roberto J.

Staffing and Recruiting,

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Close logo

Close

Amazing product

Reviewed 10 years ago

We explored several CRMs and this one offered exactly the tools that really mattered to us. Other CRMs had more features but none that were essential to our business. In our case, all those bells and whistles within other CRMs made the experience complicated and unpleasant. Close.io's email integration, bulk emailing, integrated calling and powerful search capabilities allows us to maximize our sales efforts and keep better track of our potential and existing clients.

Pros

Great customer service and uncomplicated CRM with features that truly make an impact to every day sales performance.

Cons

A little pricey compared to other solutions in the market.

JA
AvatarImg

Jeffrey A.

Computer Software, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Close logo

Close

Great CRM

Reviewed 4 years ago

Overall my experience with Close has been a positive one. Customer service is responsive.

Pros

The pros are that is a pretty straight forward CRM to use. It integrates well with many other applications.

Cons

Overall, I cannot really think of any cons. It gets the job done as a reasonably priced CRM. It does not have as many features as salesforce but for the price its great.

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Josh C.

Financial Services, 1-10 employees

Used weekly for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Close

Turns you into a selling machine

Reviewed 6 years ago

Once you catch the vision for Close.io, it doubles your productivity in sales.

Pros

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.

Cons

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.

SK
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Shadab K.

Computer Software, 11-50 employees

Used daily for 6-12 months

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Close

Best CRM tool for Startups

Reviewed 2 years ago

My overall experience was good with close, I like the simple minimalistic interface of close and how easy to use for our day-to-day marketing and sales tasks. If money is not the issue then it's a good CRM tool for everybody.

Pros

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.

Cons

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.

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Alexander R.

Airlines/Aviation, 1-10 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Close

Simple, intuitive, effective

Reviewed 9 years ago

As a pre-revenue startup with a strong relationship-based sales focus, we opted for Close over competitors. The reason being, Close presents a very simple and easy to use interface at the landing page on their website. Having used complex CRM systems that don't integrate with phone/email/web, Close is refreshing in it's speed, integration and intuitive user interface. Additionally, the pricing is reasonable compared to overpriced competitors. I recommend Close over other CRMs, because it is simple, easy to use and addresses what sales personnel need to manage quickly and effectively without taking undue time from their primary roles.

Pros

Price, customer support, intuitive user interface and simplicity of use, most effective CRM system I have seen that doesn't drain sales-personnel time.

Cons

Voice of customers could be a future feature; price is still expensive for pre-revenue and lean startups.

VK
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Varun K.

Information Technology and Services, 1,001-5,000 employees

Used daily for 2+ years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Close

The best CRM for the sales team to do the cold calling at an ease.

Reviewed 6 years ago
Pros

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.

Cons

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.

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Verified reviewer

Higher Education, 5,001-10,000 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Great way to keep track of sales funnel across team

Reviewed 6 years ago
Pros

Close.io is a really powerful sales CRM and we like how it also integrates files, phone calling, and have the whole email history easily reviewable.

Cons

The pricing per user is pretty high, but I guess this is pretty industry standard for sales/CRMs. Wish it was a bit more affordable.

AE
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Alexander E.

Marketing and Advertising, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Close is great for startup sales but lacks some simple features

Reviewed 5 years ago

Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.

Pros

I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.

Cons

I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.

AJ
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Abraham J.

Information Technology and Services, 51-200 employees

Used daily for 1-2 years

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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The Best Features as a CRM Soluiton

Reviewed 8 months ago
Pros

I like the sales forecasting features. In addition, with amazing CRM features and has handled email management features. The call recording features has worked really well.

Cons

I have nod had any bad experiences using Close

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Verified reviewer

11-50 employees

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Close

Get-this-App

Reviewed 10 years ago

This is the best CRM for a SaaS company today! Built for hustlers by hustlers, the team is great and I look forward to their future updates ;-)

Pros

No pros were added to this review

Cons

No cons were added to this review

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Uzair A.

Automotive, 11-50 employees

Used other for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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The perfect CRM that I loved...

Reviewed 7 years ago

It was super easy to use and got the job done.

Pros

It's so simple and intuitive - they didn't waste their time with fancy features which I love. It's the CRM I would use over and over again if I could

Cons

It's really good for when you reach the deal stage but there isn't enough functionality for prospecting which we needed.

IF
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Igor F.

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  • Value for money
  • Ease of use
  • Features
  • Customer support

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Great App and supper intuitive

Reviewed 9 years ago

When we were starting Angeloop.co, we were looking for a CRM platform that would help us track our investors as we bring them through our funding funnel. We tried several other CRM's and found ourselves more involved with programming the CRM rather then spending the time to find investors and close.io them (little founder humor). When I heard that Zenefits started out with Close.io, I knew that I had to give them a try. Once I did, I fell in love with how easy and responsive they made their CRM. Also, they are purely client (revenue) funded, which tells me that they are very confident about their product.

Pros

You don't have to be a a rocket scientist to know how to use Close.io, unlike other CRM's, i.e. SalesForce.

Cons

Inserting images into emails requires that the image is hosted online, otherwise, you can cope and paste an image from another program.

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Mike L.

Computer Software,

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Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Close

Best modern CRM for startups

Reviewed 9 years ago

We've tried several different CRMs for our startup and ultimately chose close.io. In our experience, it is the best, modern CRM product on the market for inside sales teams.

Pros

- Simplicity of the conceptual model (relationship between leads, opportunities, contacts) - Powerful, very flexible search - Great API along with good documentation - High quality & performance (other CRMs we've tried are buggy and slow) - Has built in calling capabilities

Cons

- No mobile app, so updating leads when on the go is not easy