Close Reviews & Product Details

I like that Close is easy to use, and that the dialer is simple to use too. I get a few seconds to choose call outcomes, and it’s easy to move in and out of lists. I like having everything I need to know about a lead on one page, including calls, conversations, emails, and texts. I can look back at previous conversations, see what I can improve, and know what to bring up next time I contact a lead. I also like being able to put a task on a lead so I know when to contact them next. The inbox task bar is comfortable for me to use, and the initial setup was very easy. I think Close is one of the best CRM systems out there. Review collected by and hosted on G2.com.

I’d like to be able to see my tasks for a specific day by choosing a date on a calendar or filtering the task bar by date, so I can see how many tasks I have that day. Review collected by and hosted on G2.com.

I like how easy Close is to access and use, and how quickly I can get through and dial my leads. It helps me organize my leads, scheduling, and prospects by status, which makes the sales process easier. I can document what I said on a call without having to take notes all the time, and I don’t have to scroll through leads to figure out who to call. Close is more detailed than a lot of other CRMs I’ve used. I can work through a list, see and document everything, and view previous notes and conversations while I’m on a call. Since I power dial, seeing what other agents have discussed helps me catch up and know how to address the client. It wasn’t hard to set up, and Close is on top of my list of CRMs. I’ve recommended it to other people because I think it’s really good. Review collected by and hosted on G2.com.

Sometimes when I'm calling leads, the information doesn't pop up right away, so I have to refresh the page and go back to note the account or prospect information. I'm not sure whether it's my internet, and it doesn't happen all the time; Close works 90–95% of the time. Review collected by and hosted on G2.com.

What I’ve liked most about Close lately is how much more intelligent the platform has become without losing the simplicity that made me like it in the first place. The newer AI features, especially Chloe, are genuinely useful for keeping up with follow-ups, summarizing conversations, updating CRM data, and taking action on leads. I also really like the improvements around meeting management, workflows, and scheduling.

It feels less like a traditional CRM where you simply store information and more like a sales workspace that actually helps you move deals forward. For someone who spends a lot of time selling, that difference is huge. Close continues to make the day-to-day sales process faster and much more organized. Review collected by and hosted on G2.com.

One area I’d love to see improved is the flexibility of the Predictive Dialer, especially for solo closers. It would be great to have more control over how aggressively it dials for example, allowing users to set a preferred dialing ratio such as 2–4 numbers at a time when appropriate.

I’d also love a clearer option to automatically skip or quickly bypass voicemail instead of waiting through the entire voicemail process. A simple setting like “Skip voicemail” vs. “Wait for voicemail” would make high-volume outbound calling much faster and more efficient.

These small improvements would make Close even more powerful for individual sales reps and high-volume outbound teams. Review collected by and hosted on G2.com.

I find Close very easy to use and user friendly. It’s not complicated, and the instructions, next steps, options, buttons, and layout are clear. It organizes my work and tasks, and my tasks pop up when it’s time to handle them. I also use predictive dialing and mass calling, and I can keep my database organized. I like that Close connects to my mailbox, dialer, cloud, and other connectors. I get a clear overview of my leads and deals, including the metrics, status, next step, and notes. Creating tasks, checking deal or lead status, and listening back to calls are important to me. I also value having everything centralized on one sheet for follow-up and reporting, and I find the AI assistance, Chloe, useful. If something isn’t working, the technical team intervenes immediately. Setup took five minutes, and I found it super easy. Review collected by and hosted on G2.com.

So far all good Review collected by and hosted on G2.com.

I like that Close brings important sales tools together in one place, so I can manage leads, make calls, send emails, and track daily work without switching between applications. It helps me stay organized and save time. I appreciate the calling functionality and having customer information on the same platform, which makes it easier to contact customers and follow up regularly. I also like that Close helps me manage leads, keep track of customer interactions, focus on clients in my pipeline, and assign myself tasks. The user-friendly interface makes it easier to access information, manage daily activities, review customer details, and keep my workflow organized. I find the tools for tracking sales activities and monitoring performance useful for understanding progress, spotting areas to improve, and staying focused on goals. Having organized sales information also helps managers understand team performance and identify opportunities to improve results. The setup was very easy, and we learned the tools quickly. Review collected by and hosted on G2.com.

Nothing till now Review collected by and hosted on G2.com.

With Close, I don't accumulate duplicate leads. This saves me a lot of work and greatly facilitates my activity. I can use the app on my smartphone and tablet and work from anywhere on the go; this flexibility is important for my work. Writing or calling leads is very easy. The initial setup was simple, and I can upload leads from Excel and conveniently store them in Close. Review collected by and hosted on G2.com.

I can't say exactly what could be improved yet because my messages end up in spam, and I don't know why. I don't think it's due to Close, but I would prefer to send emails only through my actual email provider as a precaution. Review collected by and hosted on G2.com.

Since our last review, Close has rolled out Chloe, a built-in AI assistant across the platform. Chloe Chat in particular caught our eye, it lets you ask questions right from any lead page (like who's the main contact, or a quick summary of recent activity) instead of digging through the record manually. Review collected by and hosted on G2.com.

Nothing major to add, Close continues to be fast, clean, and easy to use. Support has stayed responsive whenever we've needed help. Review collected by and hosted on G2.com.

We still love Close; however, we have had to add an additional CRM based on our business needs. We have maintained our subscription. Review collected by and hosted on G2.com.

Transferring our phone numbers from Close to another provider has been a bit difficult, especially as we don't have an internal IT department. Review collected by and hosted on G2.com.

I like the leaderboard in Close because it adds a level of competition and helps me know where I stand for the day. I also appreciate how easy it is to disposition different leads and set up tasks to follow up, which is very simple and helps me stay on top of things. The system does the remembering for me, which is crucial since I tend to forget tasks without a reminder. Plus, setting up Close was a breeze—all I had to do was sign in, click a couple of buttons, and make sure my microphone was set correctly. Review collected by and hosted on G2.com.

Sometimes, when I'm trying to send a lead a message, the power dialer just keeps going, and that is probably the most annoying thing with Close. It genuinely gets on my nerve because I'm trying to write down notes for a lead, and it moves on to the next lead. Then, I have to worry about the next lead picking up, and if they do, I'm all messed up because I need to go back to the last lead to write notes for that. It's definitely the thing that could be improved the most. Review collected by and hosted on G2.com.

The initial setup was super easy, and the email integration was fast and seamless. Kudos to the support team as well: extremely quick to respond to my initial questions and very clear in guiding me toward a solution. User interface is clean and easy. I'm on the Solo plan and it's competitive compared to other apps. So far I had no issues in performances, works smoothly and quickly. Review collected by and hosted on G2.com.

The only real flaw that remains is the inability to schedule an in-person meeting on the calendar (only phone calls or video conferences are available). I find this missing feature a bit out of touch: 100% online businesses aren't the only ones out there—there are tons of companies working in the field, and being able to log sales visits in the CRM is essential. I've already submitted this feedback to the development team and hope they implement it soon. Review collected by and hosted on G2.com.