Close Reviews & Product Details

The power dialer in Close is designed to streamline lead management by allowing users to efficiently manage time, connect with more leads, and organize their workflow through customizable lists. Review collected by and hosted on G2.com.

I find the power dialer in Close particularly helpful for managing time efficiently. It works well and helps me connect with more leads. The ability to create my own lists and call the leads I want is something I really enjoy. It gives me more organization and allows me to work efficiently. I also appreciate the easy setup; I started using it on the first day without any trouble. Overall, I really like using Close for its features. Review collected by and hosted on G2.com.

I like that Close allows me to edit and add as much as needed, which gives me flexibility in managing tasks. I also love the automations that enhance efficiency. I find the lead opportunity feature valuable, especially for deciding if the quote was won or lost. Everything about Close is great for my needs, and I found the initial setup pretty easy too. Review collected by and hosted on G2.com.

I think Close is great overall, but if there was one thing I'd improve, it would be the ability to break down each email with more detailed information for customers. Review collected by and hosted on G2.com.

I like that Close brings everything related to a sale together, from conversations and my email inbox to text messages. The phone system is really good, and I can’t disagree with the price. The experience is simple while still keeping the application powerful. Close just works—it’s like Apple for sales. I also found the initial setup pretty simple; it took about 10 minutes. Review collected by and hosted on G2.com.

I’d like fewer steps to get things started. The initial setup took about 10 minutes, and getting it down to 5 would be cool. I’m not sure what the onboarding experience is like now. If AI is integrated, I’d like to be able to sign into ChatGPT, Grockbot, and Claude with a click. Review collected by and hosted on G2.com.

I think the user experience is great and easy to navigate. Support is very responsive and normally clears my doubts in a timely fashion. The range and pricing are pretty competitive. I also like that communicating with clients is easy through email, phone, and SMS. Setup was very easy, with an onboarding call and lots of how-to-start videos. Review collected by and hosted on G2.com.

I find a few small details around grouping and filtering leads that could be improved. Smart View grouping and filtering leads out of a call or email list can get a bit tricky, but these are very minute details. Review collected by and hosted on G2.com.

I like Close because it's very user-friendly. I find its AI-generated emails incredibly helpful, as they simplify my day-to-day follow-ups. I especially value the email generation feature for making day-to-day tasks easier and creating multiple opportunities under one contact for a forward-thinking relationship experience. Setting up Close was very easy for me, and I'd rate my likelihood of recommending it a 10 out of 10. Review collected by and hosted on G2.com.

Sometimes the software times out while I'm clicking through tabs collecting information and it doesn't save my place. It would be great if it could automatically save changes like Google Docs does. Review collected by and hosted on G2.com.

I really like Close because it centralizes all the information in one place, offering a single solution for tasks that would usually need several platforms, like calling clients and setting up meetings. I think the UI is pretty decent compared to other CRMs I've used; it's fantastic and makes everything very easy to digest, especially with the timeline of events. I appreciate the smart views for filtering all my accounts at once and the many custom fields that make finding information easy. The setup was incredibly easy, like plug and play. The pipeline funnels are visually well-distributed, and the analytics for the team are generated automatically, which provides a very easy reporting tool. Review collected by and hosted on G2.com.

It is hard to think about something I dislike. I've used at two different organizations and I feel like it is the go to CRM. I suppose there could be a limitation to the number of customizations available. Review collected by and hosted on G2.com.

I like using Close as a single source of trust for our main CRM. I find it really helpful because it brings all contact data into one place. The automation is really helpful and the workflows are useful, saving us loads of time. It's relatively simple to set up these features. Being able to have all these in one place establishes rules for everyone and ensures quality in our deliverables. The privileges are useful to ensure members are doing what they're supposed to do. I appreciate how it's much better suited to our needs with continual improvements that are quite beneficial. Close offers much greater integration and much more customization, which was a key reason for switching from Capsule CRM. Review collected by and hosted on G2.com.

I found the onboarding took a little bit of time to get used to, working our way around the site. Sometimes, it takes a bit of time to figure out how to use new features as effectively as possible. Review collected by and hosted on G2.com.

We’re able to integrate our Google Workspace and other calling tools with CLOSE. The pricing and ROI make sense for us, and it’s convenient to see everything on the same screen. We’ve also recently started using the AI features to help us get back to clients faster. Review collected by and hosted on G2.com.

sometimes the performance can be a little delayed, but for the most part it seems to be running smoothly for us and our agents. Review collected by and hosted on G2.com.

Its super simple to navigate. I like the side bar. I like how my managers can add tabs I can use to organize my leads better Review collected by and hosted on G2.com.

Not much truthfully. I had one complaint about using it from my ipad wanting the desktop version and the team was very fast to respond and address the issue Review collected by and hosted on G2.com.

I use Close as a central command center for my day-to-day sales operations, bringing the moving parts of my sales pipeline into one hub. It helps eliminate software fragmentation and multi-channel clutter. Review collected by and hosted on G2.com.

I’d like the initial data starter screen to be streamlined further. Onboarding takes about 10 minutes, which is already quite fast, but getting it under 5 minutes would be unbelievable. Review collected by and hosted on G2.com.