Close Reviews & Product Details

Close helps me keep track of patient enquiries and pending replies in one place. I manage diet consultations at a clinic and also get health-related messages online, so it is useful to see who contacted me and what needs to be done next. Earlier, I used to note things in different places and sometimes forgot to reply on time.

I was able to start using Close without much effort. I added new enquiries, wrote short notes about the patient’s concern, and sent messages from the same screen. This saved time because I did not have to switch between different apps. I usually check it once or twice a day to see what is pending.

For my work, I only need simple things like keeping notes, setting reminders, and replying to messages. Close covers these needs well and helps me manage clinic communication in a more organised way without making the process complicated. Review collected by and hosted on G2.com.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

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.

I really like that Close is very simple to use and doesn't require much training or hiring a sales ops team to manage. I enjoy using the messaging feature to communicate with my team about deals, and it's great that I can comment on a lead or opportunity and it automatically emails the owner and anyone I @mention. The initial setup was very easy; I just connected Google Workspace and it started working automatically. Review collected by and hosted on G2.com.

I wish it integrated with Slack without having to pay Zapier. Review collected by and hosted on G2.com.

I use Close for my personal work in real estate and it's very complete. I love how it makes everything easier by automating tasks. The automatic call transcription feature is just amazing since other platforms don't have it, and it allows me to read the parts I need without listening to the whole call. It's pretty much the best app I have ever used. The initial setup was very easy and straightforward, which I really appreciate. Review collected by and hosted on G2.com.

Anything I think is the best app I have ever used Review collected by and hosted on G2.com.

I use Close for my marketing, and I really find the AI built-in to help with workflow build-out very helpful, especially since I'm not as savvy with technology. It's useful for creating workflows for leads, and I like that it helps remember when to reach out to new prospects, keeping me organized with my pipeline. Storing all communication with clients in one place, along with any attachments, is also a great feature. The AI can summarize communications for a quick catch-up, which is handy if I haven't been in a client file for a while. The preset workflow options and the ability to tweak them with AI step by step made the setup process easier. I also appreciate the integrations, which allow communication between other platforms, making Close a more powerful tool. The support function is very responsive and replies in a timely manner every time, even if I may not always understand what they say. Finally, Close was the most cost-effective solution after my research, and although you have to set up most everything yourself, it saves money. Review collected by and hosted on G2.com.

The biggest issue I have had is with setting up API and Webhook. My lead vendor can't seem to get the lead to flow in automatically with the API or Webhook function. Not sure what the issue is but it has been ongoing for 2 months. It would be nice if they had someone to help me out with that. That is the biggest pain point, not being able to speak with someone. They have open demos on Thursdays but the ladies speak and go so fast you really don't pick up much. Review collected by and hosted on G2.com.

I like Close because it's pretty clean and simple with not too many buttons everywhere, which makes it easier to use. It's way cleaner and the UI/UX interface is better than any other CRM platform right now. Close is also easier to pick up compared to other CRMs, and as you use it more, the workflows and smart views become very intuitive. Overall, it's very good and miles better than the CRM we previously used. Review collected by and hosted on G2.com.

On the power dialer, sometimes it won't allow sending messages to certain leads, which is kind of annoying. Sometimes it says to just contact Close support whenever you dial them. Review collected by and hosted on G2.com.

I like Close because it's really simple to use and personalize. It's simple to customize and helps me do things faster in a reliable way. I use the workflows a lot, as they help me manage my outbound in a good way. The pipelines are a key feature for me, and they're one of the main reasons I use the software. I also think the initial setup was easy, as I've heard no complaints about the process. Review collected by and hosted on G2.com.

I think it could be improved, the reports. And most of them, the reports of activities, some custom activities it's hard to see or I don't know yet how to see activities and correlate the activities to an opportunity in a way that I can analyze better. Review collected by and hosted on G2.com.

I like that Close keeps all the conversations I have with a certain client or lead in their tab and separates them if they were different conversations. I also like that it keeps all files we exchanged in a separate tab. As I run a print shop, it's very important to have a clear view when I send my clients designs that they need to approve. Close makes it easy to track which version they approved, especially with the files tab functionality. The initial setup was very easy, and I figured everything out instantly. Review collected by and hosted on G2.com.

I would love to use Close for cold calls as well, but it doesn't support Serbian (+381) number, so I can't. I can but people will think I'm a scammer if I don't have a Serbian number. I would love if they added support for Serbian (+381) number. 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.

I use Close to manage and streamline my sales pipeline. It helps me track leads and manage deals, keeping all communications, calls, emails, and notes in one place. I love how sales-focused and intuitive it is, especially with the built-in calling and email features because they let me communicate with prospects directly from the platform. The automatic call logging, email tracking, and activity history are great for maintaining a complete record of every interaction. I appreciate the clean, customizable pipeline view that gives me instant visibility into where deals stand and what needs attention next. Plus, the powerful search and filtering make it simple to prioritize leads, segment accounts, and stay organized. The onboarding process is intuitive, making it simple to get started without requiring much technical knowledge. Review collected by and hosted on G2.com.

While the existing reports are useful, they can feel a bit limited when you want highly customized views or more advanced dashboards. Having more drag and drop reporting or deeper analytics would make performance tracking and forecasting even easier. In addition, the interface is clean, but managing a large number of leads can feel information dense. More layout customization or collapsable views could help tailor the experience for different workflows. Review collected by and hosted on G2.com.