Close Reviews & Product Details

I love that Close shows me my meetings and helps me stay organized. I really enjoy the follow-up prompts and the ability to do value-added follow-up with text messages, emails, and phone calls. It's great that I can create tasks to stay on top of my leads. The old version of the opportunities list is very clear and easy to follow, which I appreciate. Also, Close is simple to use, and when there's a problem, the team is on top of it. The initial setup was easy for me, especially since I had used it in my past job. Review collected by and hosted on G2.com.

Sometimes the calling doesn't work. It drops calls. I get too many unnecessary notifications from appointment. I don’t like that it creates new opportunities when I book decision meetings and second meetings, I would prefer if it would just foster the original booking opportunity. Review collected by and hosted on G2.com.

I love the power dialer and voice mail drop features in Close; they make things a lot easier. The inbox is another favorite because it helps track activity on every single deal. It's amazing because I never miss any deals. I can set reminders and snooze tasks, so they always show up when needed. This makes Close very reliable in ensuring nothing slips through the cracks. Also, the initial setup was very simple and easy, which was great. Review collected by and hosted on G2.com.

The only thing that could be better is the workflows. I feel like we could automate a lot more tasks rather than having to use third-party sources like Zapier if the workflows were more comprehensive. Review collected by and hosted on G2.com.

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.

It’s easy to create email sequences and add prospects. Overall, it’s a great CRM, and I wish we could continue using it. Unfortunately, my company decided to build its own internal CRM. Review collected by and hosted on G2.com.

The calling feature can feel a little sluggish at times, but it works excellently with the autodialer. The user interface is also a bit different compared to other CRMs, so it takes some time to get used to. Once you do, though, you should be good to go. Review collected by and hosted on G2.com.

I love Close's predictive dialer. We used to have multiple cold callers in our team but with that dialer, only 2-3 guys can do the job of 10. It saves the pain of handling multiple channels to look up each lead since I can get concentrated analytics of all channels here, act upon them, and follow up with them as well. Once a lead comes inside Close from our cold email campaigns, it gets assigned to our SDR team, and they quickly follow up with the lead directly from Close and even call them to share our offer. Review collected by and hosted on G2.com.

Just the pricing seems to be a bit high for us at scale, no other complaints Review collected by and hosted on G2.com.

I mainly use Close to keep track of my sales pipeline, manage leads, and stay on top of follow-ups, which makes it easier to handle conversations with prospects. Close helps me avoid missing follow-ups and keeps all my customer details from getting scattered, bringing everything into one place so I can stay organized, respond on time, and focus more on closing deals. What I like most about Close is how easy and natural it feels to use. Everything, like emails, calls, and notes, is in one place, making it much simpler to manage. The setup of Close was pretty straightforward for me, and I was able to get started quickly and import my data without much problem. Review collected by and hosted on G2.com.

I think all are good but one thing I’ve noticed is that the customization options can feel a bit limited at times. Review collected by and hosted on G2.com.

I use Close to reach out to new, potential clients and maintain regular communication with my existing contacts. It's great that I can quickly find contact information and review all of my recent interactions, which helps me keep track of everything. I really appreciate being able to hear recordings of my phone calls or see a transcript of past conversations, whether they're mine or my teammates'. It’s important to have small details clearly documented. I also find setting it up straightforward. Review collected by and hosted on G2.com.

There have been quite a few times when Close service has been out and/or impaired for our entire team. This has proven to be very difficult, since we rely on Close for our important communications. It would be nice to have an easier way to record service issues, so that we can report them and get them fixed ASAP. Our team sometimes has trouble recording and sharing issues with Close customer service. Review collected by and hosted on G2.com.

The best thing about this Close CRM platform is that its sales focused execution. Where, unlike the generic CRMs out there, this CRM is specifically built for inside sales teams, where it has this built-in call feature, email, SMS and email, all in one single platform. Their ability to make calls directly from CRM helps us to track the conversations and update our crm for next-level action items for our internal teams for every lead. Their interface is also fast and responsive. Review collected by and hosted on G2.com.

This platform is strong for sales engagement activities, but it is also less flexible when it comes to customisation compared to other broader CRM platforms. Their reporting and analytics are also not as advanced as other enterprise platforms out there in this space. Also, for deeper marketing automation and complex workflows, this CRM might not be the perfect tool out there, since this is very sales-focused. Review collected by and hosted on G2.com.

I think Close has been probably the best tool we've used so far. It handles the amount of leads we get on a daily basis and manages calls and texts more efficiently than any platform we've ever used. We're all very happy with it, as I haven't heard any complaints from anyone in the company. Close solves a lot of sorting problems with leads, like identifying which are freshest, and keeps older leads in the system for follow-up. We've noticed a huge increase in sales since using Close because it makes it easier to communicate with leads. I find it very easy to use, and overall, it's just a great platform without any complaints whatsoever. The initial setup was extremely easy; it took me maybe five to ten minutes to learn, and then I was basically a pro. Also, integrating Close with Trellis has made contacting leads extremely easy compared to what we were doing before. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I find Close easy to use and navigate, and it's not so robust that it takes 20 clicks to get something done. I like that templates are easy to create, and the system updates every thirty days or so, which is nice for keeping things fresh. I really appreciate the speech-to-text feature from the laptop, which captures information efficiently. It's also straightforward because I can sign in through Gmail using a work email. Additionally, integrating with my mailbox is very good. I use the tasks feature and send messages often, and having templates to create and add to as I go is something I use very often. Review collected by and hosted on G2.com.

Their mobile app could be a little bit easier to navigate. I wish they had a calendar function where you could see at what time your tasks are due, versus a list function. Review collected by and hosted on G2.com.