Close Reviews & Product Details

What I like most about Close is how simple and intuitive it is to use. Everything I need.....calls, emails, follow-ups, and pipeline tracking is in one place, which makes it easy to stay organized and move quickly. I also really appreciate how it’s built with sales teams in mind, especially the calling and automation features, because they help me stay productive without feeling overwhelmed. Review collected by and hosted on G2.com.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

Platform is easy to use and flows well for our inside and outside sales teams. Report generation is easy to use as well. Review collected by and hosted on G2.com.

I have yet to have any issues or find myself needing something it doesn't provide for my team and I. Review collected by and hosted on G2.com.

Close makes it really easy to manage and track all communication in one place. The built-in calling, email sync, and lead tracking are seamless, and the Smart Views save a lot of time when prioritising outreach. It’s fast, intuitive, and designed around actual sales workflows, not overcomplicated dashboards. Review collected by and hosted on G2.com.

The reporting side could be a bit more customisable, especially when it comes to team performance breakdowns and activity tracking. Sometimes filters or exports require a few extra steps. It’s nothing major, but more flexibility and visualisation options would make it even better. Review collected by and hosted on G2.com.

Simple user interface, easy to set up and blast campaigns, tons of features like HL. I like how it is organized in the right column. I love that it is web-based. The mobile app works pretty good, a lot better than Hubspot. Review collected by and hosted on G2.com.

The redundancy. It would be better to only have one day to perform a function, not a half a dozen. Not knowing all the features and how to utilize them eats at me. I know I can learn more. I have tried to get on Youtube to learn more only to find out I do not have the admin privileges that I normally would and tend to give up on the task. Review collected by and hosted on G2.com.

I find Close very easy to navigate and use. The platform's user-friendly nature makes it simple for me to handle tasks efficiently. I love how everything, including email, is well integrated, making it easy to manage communications. The text campaigns, incoming calls, and app perform really well, especially when I'm away from my computer. It's incredibly helpful to access the entire lead sheet with full information on the go. Everything being accessible on one platform is just great for my workflow, allowing me to manage my clients, outbound dialing, and communications all in one place. Review collected by and hosted on G2.com.

Sometimes when I'm on the iPhone version, the app doesn't let me see what phone number I'm texting from. Since I have multiple numbers and clients in different states, that'd be nice to be able to see, just the way I see it on my computer. Review collected by and hosted on G2.com.

It's easy to use, and both leads and tasks are organized in a way that makes tracking simple. The integrations are impressive too, with LinkMatch being a particular favorite of mine. I really appreciate the task function—each day, I just check my inbox to see what needs to be done. When we first started, getting set up was effortless; with just one click, we were able to start using Close right away. Customer support has also been quite responsive. Review collected by and hosted on G2.com.

So far, I haven't encountered any issues with this tool and am really enjoying using it. I use it every day to keep track of my tasks, and I haven't found anything to complain about yet. Review collected by and hosted on G2.com.

Close is incredibly intuitive — the ease of use is one of its biggest strengths. From day one, our team could navigate the platform without training, and it’s made daily tasks feel effortless. The number of features is also impressive: everything from lead tracking to automated follow-ups is built in, but it never feels bloated. The ease of implementation was a pleasant surprise — setup was fast, and we didn’t need a long onboarding process. Plus, the ease of integration with our existing tools made adoption seamless. We use Close daily, and it’s become a central part of our workflow. Review collected by and hosted on G2.com.

Honestly, very little. If anything, I’d love even more customization in reporting views. That said, the customer support team has been responsive and helpful whenever we’ve had questions — so even small issues get resolved quickly. Despite the rich feature set, Close stays fast and uncluttered, which is rare for CRMs. Review collected by and hosted on G2.com.

I use Close for managing leads I get through cold email outreach. It solves the biggest problem, which is me forgetting to follow up on the prospects that are interested in my services and it gives me a clear view on how many of them I have in the pipeline. I like that it instantly synchronizes with my email messages even though I don't use Gmail nor Microsoft Mail. And I love that it gives me the option to customize categories I can put my leads in. Review collected by and hosted on G2.com.

It doesn't give the option to use my phone number for SMS and receiving phone calls, and it doesn't give me the option to buy a Serbian phone number. They could expand on their services to automate cold email outreach. Review collected by and hosted on G2.com.

What I like the most is the email campaign and workflow feature. It helps us reach more people with mass campaigns, and at the same time, we can send quick one-to-one emails right after a call using templates. This way, we can follow the 3M strategy faster and more easily. Review collected by and hosted on G2.com.

The filters available in Close feel a bit rigid, which sometimes makes it challenging to create smart views effectively Review collected by and hosted on G2.com.

I appreciate Close for its great AI assistance in lead summarizing and lead search. I also find the task system awesome. The AI assistance is present in every step, which is really helpful. Additionally, the call recognition system works well, making my experience smoother than before. The initial setup of Close was dope, which made it easy for me to get started. Review collected by and hosted on G2.com.

I think activities need to be more organized or have some filters. Filters should be clearer in everything. Also, leads can be messed up and I feel there needs to be a better AI-optimized lead list. Review collected by and hosted on G2.com.