Close Reviews & Product Details

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.

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.

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.

Finally upgraded to the $149 (scale) plan and I couldn't be happier. I use the Close mobile app because I'm always on different job sites. So I get access to all my contacts and their pipeline stages while I'm on the move every day. Got help setting up my regulatory bundle too. Review collected by and hosted on G2.com.

Dark mode could use an up date but other than that, close is great to use. Review collected by and hosted on G2.com.

The user end for me and for my callers has been very easy. Everything is at hand, from emails to notes, without having to fumble around to find them. The smart views are dynamic and make sure that the leads I call are during their local business hours. Customer support always gets back to me very quickly when I have a question. Review collected by and hosted on G2.com.

As amazing as the front end is, the back end does need some work. The hierarchy between the super admin account and sub accounts is not quite there yet. Before Close, I was used to being able to log in as a super admin and being able to change the settings for sub-users. On Close, those settings have to be changed while logged in to the actual sub-user account. Last I reached out about this a few days ago, they said they are working on it. Review collected by and hosted on G2.com.

I like that Close is simple and user-friendly, which makes it easy for my team and me to navigate and utilize its functionalities effectively. It's constantly evolving with technology, which keeps it modern and relevant. I particularly appreciate its capacity to integrate seamlessly with advanced AI tools like JetGPT and OpenAI. This integration capability extends to connecting with other different APIs we use, enhancing our workflow and productivity. This feature is crucial for us as it allows easier data analysis and lets us perform more complex tasks by utilizing diverse data sources. I also find the initial setup process to be very easy and fluent, particularly in connecting our GSuite to Close, which further simplifies the overall experience. Overall, Close provides us with a streamlined, technologically advanced platform that perfectly fits our operational needs. Review collected by and hosted on G2.com.

I would like to see more flexibility in the opportunity segment of Close and to have the ability to customize it further to meet specific needs. Review collected by and hosted on G2.com.

I appreciate Close for its simple and intuitive layout, which significantly aids in tracking my sales prospects and contacts efficiently. The leads tab is particularly useful as I spend most of my time there, benefiting from its ability to filter and sort by various columns to manage my contacts effectively. The function to send mass emails tailored by custom filters is incredibly beneficial, enhancing my communication with leads. I also find the ability to set specific tasks and reminders for calling or emailing contacts essential in maintaining organized follow-ups, ensuring no opportunity is missed. Additionally, the ease of integrating my Outlook account stands out, as it allows me to seamlessly manage emails directly through Close, further streamlining my workflow. Setting up Close was remarkably straightforward; I managed to import my previous contact and lead data from an Excel sheet in under an hour, making the transition to using Close smooth and hassle-free. Overall, these features make Close convenient and efficient, allowing me to get my tasks done faster, which is why I'm highly likely to recommend it to others. Review collected by and hosted on G2.com.

I wish there was a reminder or marker to show where contacts are missing information, such as a phone number. This feature would help ensure no information is forgotten or left blank unintentionally when entering contact details. A system to check off if a field is purposefully left blank would be helpful. Review collected by and hosted on G2.com.

I love how Close simplifies the process of making calls and managing my outbound prospecting. It stands out because it avoids unnecessary complexity and bloat, common in many other CRMs, by offering a simple and useful interface that enhances my workflow. The integrated calling infrastructure makes it easy to handle pipelines efficiently, and the unified inbox further contributes to a seamless experience. It has just the right amount of features to genuinely help me organize and manage my pipeline tasks effectively. Additionally, I found the initial setup to be straightforward, thanks to the comprehensive tutorials that made the process easy and accessible. As a result, if the objective is cold calling and managing an outbound pipeline, I would highly recommend Close, giving it a perfect 10 out of 10. Review collected by and hosted on G2.com.

I think it would be beneficial to have the ability to book meetings directly within Close. Currently, while there is calendar integration for keeping up with meetings, it doesn't allow booking them directly from the platform. This capability would enhance productivity by enabling me to schedule appointments seamlessly, especially during calls. Review collected by and hosted on G2.com.