--- title: Close Reviews meta_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 2048 reviews by the users' company size, role or industry to find out how Close works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 2048 scale: '5' date_modified: '2026-07-20' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Close Reviews **Vendor:** Close **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 2,048 ## About Close Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity. ## Close Pros & Cons **What users like:** - Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity. (819 reviews) - Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams. (441 reviews) - Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly. (394 reviews) - Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. (387 reviews) - Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience. (358 reviews) - User Interface (323 reviews) - User-Friendly (322 reviews) - Efficiency (320 reviews) - Time-saving (313 reviews) - Lead Management (309 reviews) **What users dislike:** - Users find that **missing features** on the mobile app limit functionality compared to the desktop version. (244 reviews) - Users often face **call issues** like disconnects from devices, affecting their overall experience with Close. (181 reviews) - Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options. (130 reviews) - Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation. (95 reviews) - Users find the **learning curve challenging** due to merging complexities and limited customization options in Close. (92 reviews) - Lead Management (80 reviews) - Bugs (78 reviews) - Integration Issues (77 reviews) - Expensive (76 reviews) - Software Bugs (74 reviews) ## Close Reviews ### 1. Simple systematization for a startup starting to prospect **Rating:** 4.5/5.0 stars **Reviewed by:** João Victor F. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2024 **What do you like best about Close?** It is very simple to use. It presents you a clear structure of what is a Lead and a Contact and how to go about adding leads. It is also very helpfull to bulk import leads and contacts. **What do you dislike about Close?** Its not clear how the Close goes about running the leads through the workflow. I imagine there are some delay from setp to step and not all leads that you might bulk enroll in a workflow will move together across the steps. Views filters aren't simple to build and many times requires a lot of work to get it right. Some times it misses or delays on replies recieved that I can only see when I check through my provider platform. **What problems is Close solving and how is that benefiting you?** It helps managing my sales department. Every lead goes in there and most of my communication happens through there. It helps me keep track of deals and interested leads. I'm also able to keep track of goals and targets that I want to achieve. ### 2. Finally a modern CRM that does what CRM are supposed to do! **Rating:** 5.0/5.0 stars **Reviewed by:** Simon C. | Founding Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Close?** It works. I know it sounds basic but there's so many CRM who you end up spending more time maintaining than actually using that it was getting frustrating to not understand why they would not work how they are supposed too. Close just 'gets it' - it works. it's quick, easy, painless, and effective. **What do you dislike about Close?** Nothing yet honestly! after a couple months of using, I haven't found something I don't like yet. **What problems is Close solving and how is that benefiting you?** Maintaining a clear view of my leads, current clients, and all past meetings and email activity ### 3. Really helps work to be an easy thing to do! **Rating:** 5.0/5.0 stars **Reviewed by:** Wes O. | Health Coach, Sales representative, Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Close?** It works perfectly fine, without any connectivity issues or software problems. **What do you dislike about Close?** Nothing, everything is working perfectly fine so far. **What problems is Close solving and how is that benefiting you?** To be able to connect with more leads all at once. ### 4. Close Makes Everything Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Paul O. | Product Expert, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Close?** Close has allowed me to seamlessly connect with clients and have everything housed in one place **What do you dislike about Close?** Not much at all. It works exactly how I need it to work **What problems is Close solving and how is that benefiting you?** Being able to easily call, text and email and schedule those in advance as well keeps things very simple ### 5. Very smooth, very good and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2025 **What do you like best about Close?** I like the set up, the functions and the easy use **What do you dislike about Close?** So far, I do not have anything to complain about. But one thing that is sometimes annoying is that I could call a number today, saying is prohibited and the next day its no longer the case. **What problems is Close solving and how is that benefiting you?** It solves to track the calls made in a day. ### 6. Close has everything we need in a CRM **Rating:** 5.0/5.0 stars **Reviewed by:** April L. | Director of Creative Partnerships, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2025 **What do you like best about Close?** Has the features that we need most and is continually working to add more. Very good support, quick to help when issues arise. Easy and quick to use. **What do you dislike about Close?** There isn't a lot because if we suggest an update that would be helpful sometimes it's the next thing that is added. **What problems is Close solving and how is that benefiting you?** Helps us to monitor email opens and analyze work flows that may be working or not working. Allows us to keep track of communications with leads as a company. ### 7. Close has a top support and is a top CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 04, 2025 **What do you like best about Close?** That I can work smooth and proper and in case of an issue the Support is very fast and friendly. **What do you dislike about Close?** That our normal Phone Numbers are not implemented yet. **What problems is Close solving and how is that benefiting you?** Without Close it would be very time intensive and it could very messy ### 8. Great experience with Close **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about Close?** The ease of navigating around the site. Super simple and easy to understand as a once beginner. Customer support is fantastic and quick when you need it. **What do you dislike about Close?** Honestly can't think of any negatives. It's my favourite CRM. **What problems is Close solving and how is that benefiting you?** Being able to easily outreach to leads while keeping each lead in an organised place, and send automated messages/emails. ### 9. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Close?** The web app pretty straight forward, easy to use **What do you dislike about Close?** Sometimes, whenever the call is answered, the app kept on ringing. but a refresh is an easy fix **What problems is Close solving and how is that benefiting you?** Calls ### 10. Streamlined interface and reliability **Rating:** 5.0/5.0 stars **Reviewed by:** Chris M. | Closer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Close?** The most helpful element of Close is the streamline UX/UI. The intuitive construction of the dropdown menus and HUD make ease of use a snap. The simplicity of adding new numbers, integrating different phone, email, and messaging systems makes it a comprehensive tool that does not become cumbersome. Maximizes efficiency. **What do you dislike about Close?** One of the updates made the dropdown menu a little clunky, but that's since been repaired. Zero downsides. **What problems is Close solving and how is that benefiting you?** Full incorporation of all needed features into a single platform for B2C nurture and closing. ### 11. Very Good **Rating:** 5.0/5.0 stars **Reviewed by:** Mihael J. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Close?** Easy to Use, its the best Software at this Markt **What do you dislike about Close?** I think that everything is very good nothing to say **What problems is Close solving and how is that benefiting you?** Cold Calling ### 12. CRM that works your way **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie L. | Senior Community Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2023 **What do you like best about Close?** Our team adopted Close several months ago, and I like it more each day - and I am on it all day long. It is super intuitive, so the learning curve was pretty much a straignt line. I work in a busy environment where every day is different, and I love knowing that Close is babysitting my most important 'Things to Do' list. The ability to receive and follow-up on phone calls as well as email through the system is great. I also love having a full chain of client corresponcence on one side of my screen, and the progress through our system on the other. Reminder messages are super important as well. My FAVORITE thing is that I can monitor email opens, so know when a prospective client is actually interested or just ghosting me, **What do you dislike about Close?** The only thing I don't have (and that is VERY possibly because I haven't done a deep enough dive, or because it is the way that my company has modified the system) is more classification of my customers. **What problems is Close solving and how is that benefiting you?** Keeping track of my clients and all of my interactions with them. I love being able to go back and easily see where I am with information shared or requested. Especially lovely when someone challenges something you said, and you can quickly find the actual exchange. **Official Response from Sam Wild:** > Thank you for your thoughtful review, Laurie! We really appreciate your feedback. We're so glad Close helps you keep track of all your client communication. ### 13. Great CRM for sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** March 22, 2025 **What do you like best about Close?** I love that everything is in one place, emails, phone calls, video calls. It simplifies to understand what is happening with a specific customer related to a sales case, from the initial cold call to the sign to the contract. There are also a lot of integrations and a good AI that is summarizing the whole content **What do you dislike about Close?** Queue management could have more applicable filters **What problems is Close solving and how is that benefiting you?** It's capacity to have everything in one place and also a good reporting system to track when a client is won ### 14. A crm that TRULY can do anything **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle K. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2025 **What do you like best about Close?** that it can be integrated and function with almost any app you can think of **What do you dislike about Close?** how it doesn't have a chat or a calendar **What problems is Close solving and how is that benefiting you?** ease of gathering reports - auto dialer gets us through the calls faster ### 15. Great CRM- heard a lot of positive reviews of Close from friends as well **Rating:** 4.0/5.0 stars **Reviewed by:** Ankur I. | Finance Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about Close?** They are very user-friendly and therefore easy for beginners to get adjusted quickly. **What do you dislike about Close?** Perhaps the pricing structure, however, good things do cost money. However some may find it challenging to afford. **What problems is Close solving and how is that benefiting you?** I am currently using the 2-week trial and can confirm how much Close has benefitted me. Close helped me a lot with my Tasks Automation and at the same time Managing Leads and Opportunities. These two problems that Close has helped me with saved me a lot of time. Time which I can now use to focus on other business aspects. As I spend more time using Close, I am getting more comfortable and finding out how it has made my job and business easier. **Official Response from Sam Wild:** > We appreciate your review of Close, Ankur! ### 16. The application is user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel A. | Contract Paralegal, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about Close?** I like how simple it is to use, and the fact that it never fails. **What do you dislike about Close?** Sometimes I do not receive all of the phone calls I should be receiving. **What problems is Close solving and how is that benefiting you?** The task function really helps me organize my day. It benfits me because I can give proper follow up to certain activites I tend to forget since it reminds you about the pending and outstanding tasks. ### 17. Glad to be back! **Rating:** 5.0/5.0 stars **Reviewed by:** Trina D. | Business Development Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2024 **What do you like best about Close?** I work for a startup and because money has been tight, we switched CRM's was to many times. I love that we are back to Close now and hopefully will never change. I love the email features, knowing that someone has opened my email. I love the the tasks feature and the fact that I can make my own smart views. It's the best CRM available! **What do you dislike about Close?** I wish that I would get notified when an email was opened versus having to go into my client to see. **What problems is Close solving and how is that benefiting you?** It makes it easier to find my clients. ### 18. Close is a perfect all in 1 **Rating:** 5.0/5.0 stars **Reviewed by:** Dax J. | Acquisitions, Small-Business (50 or fewer emp.) **Reviewed Date:** March 03, 2025 **What do you like best about Close?** Close is the best all in 1 software ive used for Real estate marketing. Its great for outreach and combining work flows as well as keeping my self orginized. **What do you dislike about Close?** I have no problems with close. Once you get familiar it is a breeze. **What problems is Close solving and how is that benefiting you?** Close is helping me keep my dialer and crm all in one ### 19. Close me like you mean it **Rating:** 5.0/5.0 stars **Reviewed by:** Kyle S. | Sales Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 01, 2025 **What do you like best about Close?** Not bloated. Gives you company,contact,deal info in one place. No converting leads into opportunites/accounts/contacts simply work companies and get access to contacts or deal info all in one place. The VOIP is the best native calling you could ask for. Call recording, transcription, and KPI tracking without any guess work. **What do you dislike about Close?** The dashboarding. In order to make charts and graphs you must export and create yourself or use something like Plecto (which is very expensive and complicated) **What problems is Close solving and how is that benefiting you?** Getting outbound sales up off the ground and productive. ### 20. Close is one of the best CRM software i have used - someone with 24 years of experience **Rating:** 5.0/5.0 stars **Reviewed by:** Mike W. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2025 **What do you like best about Close?** Ease of use - very easy to integrate - many features **What do you dislike about Close?** thats its not open source - just kidding **What problems is Close solving and how is that benefiting you?** Its easy to get my deals setup with my clients ### 21. Close is a great tool for our recruiting needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda W. | Talent Acquisition Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2024 **What do you like best about Close?** I like the layout for the leads and how you can filter so specifically. It's all so user friendly and easy to figure out. I also liked how easy it was to learn when we first started using Close. I also like how each individual has their own "file" and any and everything that goes on with that person is detailed and logged for others to see. I also really like the Inbox and the reports function. My inbox helps guide most of my day, everyday and the reports are super easy to use. And from what I can surmise, it was easy integrating with our ATS. **What do you dislike about Close?** One thing that, unless I just don't have it set up correctly in my gmail, is that when I send an email to someone who is loaded into Close, but I email them directly from my gmail rather than through Close, there's no way to track that particular sent email unless I make a note in Close saying I emailed. I think that's really it though. **What problems is Close solving and how is that benefiting you?** From what I can tell in my role as a recruiter, it has helped us track our work better and actually see what we're doing and what we're not doing but should be. It helps me keep up with people really well by using the task function, as well. ### 22. Two thumbs Up for Close **Rating:** 5.0/5.0 stars **Reviewed by:** Michael F. | business man, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2024 **What do you like best about Close?** We moved our sales team to Close due to the speed of application, the ease to implement and use the system, and the fully ingetrated dialer, and definately the AI call transcription, an amazing feature. I didn't know this before we started with Close, but I have since learned the tech support has been very responsive and knowleagable. **What do you dislike about Close?** While Close is really fast and easy to use, the workflows in Close are not as robust as in GoHighLevel. **What problems is Close solving and how is that benefiting you?** Making it easy for our sales team to make calls, schedule tasks and stay on top of leads. ### 23. Great experience as of yet **Rating:** 5.0/5.0 stars **Reviewed by:** Asif K. | Sales associate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2025 **What do you like best about Close?** The ai is very helpful. I really find that fact that it summarizes conversations extremely usefull **What do you dislike about Close?** I don't like how on the mobile app there is no auto dialer **What problems is Close solving and how is that benefiting you?** trackind dials daily and organizing leads ### 24. Easy to navigate and makes sense **Rating:** 4.5/5.0 stars **Reviewed by:** Andreas L. | Sales Closer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Close?** Easy navigation Ongoing updates and enhancements Straight forward design **What do you dislike about Close?** Can be buggy and slow sometimes, but they often get fixed fast **What problems is Close solving and how is that benefiting you?** Keeping everything organized in one place ### 25. Trusted and worthy software for your business **Rating:** 4.5/5.0 stars **Reviewed by:** Michael H. | Sales representative, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2025 **What do you like best about Close?** It's simplicity and effectiveness in multitasking. It makes your work easier and smooth. I'll recommend it to anyone sitting on the fence about trying it. **What do you dislike about Close?** I guess the background colour. It can be improved to have a dark colour. **What problems is Close solving and how is that benefiting you?** Dialing multiple leads and good user experience ### 26. Very helpfull tool - give us an exact overview of Customer Status **Rating:** 5.0/5.0 stars **Reviewed by:** Stephan D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Close?** Due to it´s easy handling it helps fast to have an overview of cutomer Staus and piplines and follow up on them in a proffesional way- due to its phone integration you can see who is calling and you have straight away a super Overview of the Lead - It was easy to implement and the customer support answers quick and is very helpful with every questions you might have - I use it daily **What do you dislike about Close?** As the tool is nearly perfect, out of my view Nothing to discuss, it would be helpfull to have a "German Version " **What problems is Close solving and how is that benefiting you?** Trough close we got a better understandig of our customers need ### 27. Amazing CRM! BUT Even Better Support Team **Rating:** 4.5/5.0 stars **Reviewed by:** Eugene L. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2024 **What do you like best about Close?** - User interface is no doubt top of the line. - Very good customer support. Shoutout to Fiona & team. - Very good response rate and support - With the features they roll out they work very well, minimal bugs. - This CRM will be very good for most SMBs and MM Businesses!! **What do you dislike about Close?** - Limited features - Slower development cycle. This is to be expected since they want to make sure feautes work without bugs - Automations have to be done in zapier and not inhouse - NEED MORE ADMIN PRIVILEGES. ADMINS NEED TO CONTROL WHAT IS GOING ON FOR USERS. **What problems is Close solving and how is that benefiting you?** Organizing leads, managing sales reps, everything in one place ### 28. one of the best CRM platform i have ever used. **Rating:** 5.0/5.0 stars **Reviewed by:** sid s. | SDR, Small-Business (50 or fewer emp.) **Reviewed Date:** December 01, 2023 **What do you like best about Close?** As someone who never had an experience in dealing with CRMms, close was by far the simplest learning process Also, the customization aspects of Close are incredible. The features offered are so helpful and unique. **What do you dislike about Close?** Here and there, calls do end up failing. **What problems is Close solving and how is that benefiting you?** Close is solving the major problem of call recording. This is beneficial as it allows for me to reflect and listen to calls with clients whenever need be. **Official Response from Sam Wild:** > Hi Sid, thanks for leaving a review of Close! ### 29. Very organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Close?** I like how easy it is to manage clients and create work tasks **What do you dislike about Close?** I wish that the task notifications went to my device to alert me while signed out of close **What problems is Close solving and how is that benefiting you?** Managing tasks and clients ### 30. An extremely flexible and capable CRM system for businesses of all sizes and shapes **Rating:** 5.0/5.0 stars **Reviewed by:** Julian E. | Founder & Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Close?** Close allows you to dial from the application and record the calls, with the addition of the transcript module you also get full notes on every conversation which is really useful. The application is easy to use and navigate and the customer support has been excellent. It was straightforward to move from another CRM system (I moved from Capsule) and the implementation went very well. I am a high-frequency user so find the Mobile and the Desktop apps very important. **What do you dislike about Close?** I would love it if Close integrated more with Teams and Google Meets. It would be great to have the transcript and recording functions inside Close to be applied to Teams meetings. Also, I find the navigation for sending emails quite tiresome with not having the ability to have more than one signature set up (I work on behalf of different clients). The integrated telephony option is complicated and difficult to understand exactly what I am being billed for . **What problems is Close solving and how is that benefiting you?** Close is making my telephone based prospecting service easy and straighforward. ### 31. We know exactly where the lead is at all times **Rating:** 5.0/5.0 stars **Reviewed by:** Fallon C. | Administrative Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Close?** This is our first CRM our company has used and it has been night and day compared to our previous system of using a complex spreadsheet to track our leads. Sending emails and texts through closes and being able to see all communication from each of our staff has been incredible. Saving so much time by KNOWING where the lead is at all times and what my next step is to help move it along. The support email has also been very helpful and quick to reply. Honestly don't know how we survived without Close!! **What do you dislike about Close?** Mobile number should always be defaulted as the first number of the contact or the workflow needs to have a setting to send the SMS to a specific phone type. **What problems is Close solving and how is that benefiting you?** It is solving the wasted time asking staff what their latest communication to or from the lead was, because we can now all see all communication. It is solving bulk emails and texts, so a much higher reach to our database. It is also solving organization as leads are not getting lost or forgotten about. ### 32. THIS IS THE #1 CRM THAT I RECOMMEND TO ALL AGENCY OWNERS, HANDS DOWN!! **Rating:** 5.0/5.0 stars **Reviewed by:** Josh W. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Close?** Close has the simplest and most intuative interface that I've ever used in a CRM. I feel as though I have undiagnosed ADHD, and really stuggle staying focused! With clean inbox in Close, as well as the seamless integrations with other tools like Fathom and Calendly, I'm able to get right back to clients immediately, close deals and have all my meetings summarised, recorded and sent to clients automatically. This CRM is the first one I've used that feels like it's supporting me on a daily basis to do my work. **What do you dislike about Close?** I feel as though the workflow builder is not as full-featured, or easy to use as that in GoHighLevel. I have figured out that I should be able to upload HTML emails to the workflows, but it would be nice if emails could be constructed in a drag-and-drop format within the software like can be done in Mailchimp etc. I would also like contacts to be enrolled in workflows when they schedule a meeting, or when an opportunity is closed. I just feel like there needs to be as many automated triggers as possible to allow us the flexibility to add integrations easily, without needing to rely on Zapier too much. **What problems is Close solving and how is that benefiting you?** Close is helping me to enjoy communicating with clients and prospects on a daily basis, and is helping me to have all meetings recordings, notes and phone calls in one place! Clients have felt an increased sense of professionalism from the automations and integrations within Close. It's been a game-changer for my business. ### 33. Great for small businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Jacob C. | Business Development Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Close?** Ease of use, user friendly, always improving **What do you dislike about Close?** I wish there was a notification pop up that would come when you have tasks **What problems is Close solving and how is that benefiting you?** Close is allowing our organization to organize our leads and send outreach to them in an effective way. ### 34. Close is a great tool for account executives **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Close?** The ease of sending emails and making calls with one click of a button. Also, the auto-dialer is a great help. **What do you dislike about Close?** The only part least helpful is that sometimes the power dialer lags the application and makes it hard to see data. **What problems is Close solving and how is that benefiting you?** Keeping track of many leads, prospects, and clients and their information and contacts. ### 35. Best one ever **Rating:** 5.0/5.0 stars **Reviewed by:** blake b. | Coaching/Supplement sales, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Close?** I love how it provides leads for my job and I don't have to pay for them! They are also warm leads! If anyone is looking for a CRM, I would totally reccommend Close! The site is very well organized too! **What do you dislike about Close?** There is nothing I dislike honestly. It's worth using! **What problems is Close solving and how is that benefiting you?** I never noticed any problems and it's my personal favorite! ### 36. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2025 **What do you like best about Close?** How easy it is to use. I have had a great time learning the software and its been made easy **What do you dislike about Close?** not too much. I have had such a good experience **What problems is Close solving and how is that benefiting you?** Moving the ball with my calls ### 37. Review **Rating:** 5.0/5.0 stars **Reviewed by:** Damian B. | Insurance Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Close?** I like the fact that everything is so organized. **What do you dislike about Close?** I don't really like the automatic call feature. **What problems is Close solving and how is that benefiting you?** It makes things quick and assessable ### 38. Close is by far one of the best CRM softwares in the market. **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher M. | IT-Leiter, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2024 **What do you like best about Close?** Close CRM is a very powerful tool for managing the data of customers. Its very easy to build and automate different pipelines for sales, support and even accounting. I would say even a person who is not a developer, but got a bit of technical knowlege, can fully automate this CRM with a bit of work in zapier or make. The best about Close CRM is the automation part. There are endless possibilities to receive or send data over API. For example, we can even trigger contracts or bills to a customer through the CRM with the connection to other tools. Whats also nice for developers, they got a good documentation for this. Even the support is good, in the most cases they answer emails really quick within 1-2 hours. They also got good developers that can help you on the technical side. **What do you dislike about Close?** I didnt made any negative experience with close. **What problems is Close solving and how is that benefiting you?** That you can have everything on one place for all teams. Before we had to look at different places to get customer data. ### 39. Very positive experience with Close.io, only minor feature gaps **Rating:** 5.0/5.0 stars **Reviewed by:** Jason P. | Sales rep, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2024 **What do you like best about Close?** I love the Smart Views and Power Dialer features in Close.io. The Smart Views allow me to easily organize and prioritize my leads, helping me focus on the most important tasks. Combined with the Power Dialer, has significantly sped up the calling process, and reaching out to potential clients has never been easier. This seamless integration of tools not only saves time but also enhances productivity, making lead management and follow-up a breeze. **What do you dislike about Close?** I would like to see the feature of being able to mark a contact as "Do Not Contact" or "Bad Number" so the dialer doesn't dial them out. For now each "bad number" I have to delete the contact, but that doesn't leave a record if I ever try to import that number again. **What problems is Close solving and how is that benefiting you?** Using Close.io solves key issues in lead management by allowing me to easily organize and prioritize leads with Smart Views and speed up the calling process with the Power Dialer, significantly boosting my productivity. Ease of use is paramount for me; the software makes using it a breeze. ### 40. Close is the clean, powerful CRM you need for a fast and adaptable phone sales team. **Rating:** 4.5/5.0 stars **Reviewed by:** Tim B. | Sales Director, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about Close?** Close has a clean, beautiful simple design that is deceptively powerful. It has an enormous wealth of features that make a daily workflow for an entire sales motion flow extremely smoothly. It has internal automation tools that make speed-to-lead really easy to do right away, it has a rich and incredible Zap ecosystem that lets you integrate with Zapier in extraordinarily powerful ways. It's our daily driver in the Sales Department and we've grown to love it. **What do you dislike about Close?** There are only 3 things that I think Close is actually missing at this point: 1. Close is still light on features as it relates to their internal automation tools (called "Workflows"). You can send Emails, SMS, and schedule call steps for your reps to dial, but there's little beyond that other than changing the occasional status or dropping a task. More internal automation could eliminate the need for Zapier in a lot of cases. 2. Bulk editing tools are lacking to say the least. If I were taking over another organization's Close backend, I might be strongly tempted to start over entirely on a fresh install - very few things can be changed in bulk if you change the way you organize your data down the road. 3. The Reporting is powerful, but not complete. Most advanced and well-run organizations will want reporting on the CUSTOM FIELDS attached to their Custom Activities in addition to the Custom Activities themselves - Close doesn't allow you to report on that at all right now - only to track THAT a Custom Activity was created. **What problems is Close solving and how is that benefiting you?** All of our sales-oriented communication runs through Close - it provides us with a centralized location to handle all of our inbound and outbound communication with leads who are in a sales context -- other CRMs like ActiveCampaign are tailored to handling leads in a Marketing context, but once they become seriously interested in asking about a sale, Close is far and away the best tool to reach out to them and nurture them through a sale. ### 41. Best CRM around **Rating:** 5.0/5.0 stars **Reviewed by:** Jan P. | Scheduling Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2025 **What do you like best about Close?** how user-friendly it is, my c/b's pop up when it's time to remind me. On boarding was a breeze this is one of the best CRM's out there. **What do you dislike about Close?** I love everything about Close I really can not think of anything that it doesn't do for me. **What problems is Close solving and how is that benefiting you?** Making it every easy for me to just come in and log in see if I have any c/b's and move through my day. Easiest CRM I have used. ### 42. Why Close is the best dialer/CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Primrose M. | Business Development Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2025 **What do you like best about Close?** It is easy to use, and the support is over and above professional and friendly. **What do you dislike about Close?** Other users can access the leads I upload, but that is solved by upgrading to a higher plan- so nothing really. **What problems is Close solving and how is that benefiting you?** Close is helping me get through my dials quicker for sure. I have a quota of 300 call per day, and I'm acing that quota because of Close. ### 43. Live calls is a game changer! **Rating:** 4.0/5.0 stars **Reviewed by:** Christian C. | Real Estate Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2025 **What do you like best about Close?** The user interface in the close software is super easy to use, yet the level of detail that goes into each section is unmatched. Love how I am able to listen into live calls to give on the spot feedback on our team members. **What do you dislike about Close?** Doesn't have a dark-mode setting like notion and if it does it's not that easy to customize **What problems is Close solving and how is that benefiting you?** Figuring out my closing percentage and listening into my calls and utilizing the AI transcript feature. ### 44. Extremely usable CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Josh C. | Senior Marketing and Advertising Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2024 **What do you like best about Close?** I find Close to be high on the user-friendly scale. I use it daily and it simplifies my work in categorizing leads, creating follow up tasks, using email templates for saving time, and one thing I really like is the AI summaries you can create for leads where maybe more than one person has been a contact. Also customer service has been a help, we primarily send them loom videos with any issues and they respond promptly. **What do you dislike about Close?** There could be perhaps better tutorials for certain features, eg. workflows. **What problems is Close solving and how is that benefiting you?** It keeps our communication touchpoints with clients transparent, enabling collaboration and internal communication, and helps save a lot of time when we use email templates. ### 45. Simple and reliable CRM with minor areas for improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Wilhelm S. | Geschäftsführer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Close?** The simple and intuitive structure of Close really stands out to me. The SMTP integration works seamlessly, and there are no unnecessary, complicated menus. Everything is designed for quick and efficient use, which is perfect for daily work. **What do you dislike about Close?** It’s a bit frustrating that emails in the inbox still need to be manually marked as handled, even though they’ve already been processed in Close. This makes the workflow slightly less efficient at this point, but I assume it’s a technical limitation. **What problems is Close solving and how is that benefiting you?** Close helps me maintain a highly structured contact database, which ensures I can stay consistently present and engaged with my customers. This level of organization simplifies client management and strengthens ongoing relationships ### 46. Close Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2025 **What do you like best about Close?** I like the user interface, I like how easy it is to navigate through everything. The simplicity of where to find things and the functionality. I use it everyday and I never get frustrated about where to find things. Customer support is always there when I need it. And connecting and integrating API's are easy. **What do you dislike about Close?** There is no Dark Mode on Desktop version and it sucks. **What problems is Close solving and how is that benefiting you?** Not having to use so many softwares, Close does everything you need it to. ### 47. Incredible **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas Z. | AE, Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2025 **What do you like best about Close?** Extremely and efficient to use. Best thing ever **What do you dislike about Close?** There’s no dialer pad on the phone app. I can’t directly filter out future follow up tasks **What problems is Close solving and how is that benefiting you?** Very efficient dialing ### 48. Great CRM to work on **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2025 **What do you like best about Close?** This is a very friendly user CRM that is fast and accurate. By far the best i used so far. **What do you dislike about Close?** It can get a bit slow sometimes but not a big issue at all **What problems is Close solving and how is that benefiting you?** It is very organized witch make my days easy ### 49. Everything in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Close?** Everything is organized, you can set tasks for follow ups, no ball gets dropped with close! **What do you dislike about Close?** Nothing i have found yet i dislike! so far, great experience **What problems is Close solving and how is that benefiting you?** keeping everything organized and in one place ### 50. An excellent CRM for streamlined sales processes! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Close?** I love how intuitive Close is—it feels like it was built with busy salespeople in mind. The email and call integration has saved me so much time, and the pipeline management tools make it super easy to keep track of deals. The automation features, like the "Done" email syncing, have been a game-changer for staying organized and focused on what really matters. **What do you dislike about Close?** If I had to pick something, I’d say the email syncing could use a bit more flexibility to fit different workflows. But honestly, the amazing support team has always been there to help me tweak things when needed. **What problems is Close solving and how is that benefiting you?** Close has solved the issue of fragmented communication in our sales process. With its built-in email and call tracking, we can seamlessly track all client interactions in one place. This has not only saved us time but also improved the quality of our follow-ups, resulting in better conversion rates and happier clients. ## Close Discussions - [How long does it take to generate a new integration?](https://www.g2.com/discussions/how-long-does-it-take-to-generate-a-new-integration) - 2 comments, 1 upvote - [how do I integrate WhatsApp?](https://www.g2.com/discussions/how-do-i-integrate-whatsapp) - 2 comments, 1 upvote - [How fast does close read the feedback provided?](https://www.g2.com/discussions/50910-how-fast-does-close-read-the-feedback-provided) - 1 comment, 1 upvote - [What is Close used for?](https://www.g2.com/discussions/close-what-is-close-used-for) - 2 comments - [What is Close used for?](https://www.g2.com/discussions/what-is-close-used-for) - 1 comment - [View Close pricing details and edition comparison](https://www.g2.com/products/close/reviews?page=10§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+14%3A41%3A52+-0500&secure%5Bsession_id%5D=ef85cc39-db5e-4ab8-8beb-7096f309bce1&secure%5Btoken%5D=1bb965cbafc6a28119dda107a3e145043241f79b04029f20e7a9afcf357b9523&format=llm_user) ## Close Integrations - [Apollo.io](https://www.g2.com/products/apollo-io/reviews) - [Back Office](https://www.g2.com/products/back-office/reviews) - [Badger Maps](https://www.g2.com/products/badger-maps/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [ChargeOver](https://www.g2.com/products/chargeover/reviews) - [ChatGPT](https://www.g2.com/products/chatgpt/reviews) - [Clay](https://www.g2.com/products/clay-com-clay/reviews) - [Clean Inbox for Gmail™](https://www.g2.com/products/clean-inbox-for-gmail/reviews) - [Fathom](https://www.g2.com/products/fathom-video/reviews) - [Google Meet](https://www.g2.com/products/google-meet/reviews) - [Google Voice](https://www.g2.com/products/google-voice/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews) - [Lusha](https://www.g2.com/products/lusha/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams Webinars](https://www.g2.com/products/microsoft-teams-webinars/reviews) - [Sendblue](https://www.g2.com/products/sendblue/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Slack Connector for Jira](https://www.g2.com/products/slack-connector-for-jira/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Stripe Terminal](https://www.g2.com/products/stripe-terminal/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [WhatsApp Business Platform](https://www.g2.com/products/whatsapp-business-platform/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zapier for G Suite](https://www.g2.com/products/zapier-for-g-suite/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - [Zoom Phone](https://www.g2.com/products/zoom-zoom-phone/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## Close Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records **Dialing Options** - Preview Dialing - Progressive Dialing - Predictive Dialing **Text Messaging** - Bulk SMS - Two-Way Text Messaging - Text Scheduler - Automatic Replies - Automatic URL Shortening - MMS Marketing - Personalization **Channels** - Multi-Channel Coverage - Open Listening - Physical Media **Platform** - Omnichannel - Mobile Access - Queue Management - Call Routing - Call Back - IVR - Automatic Call Distribution **Generative AI** - AI Text-to-Speech **Automation** - Sales Follow-Up - Feedback Collection - Document Processing - Lead Generation - Customer Interaction Automation **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Outbound Call Tracking** - Autonomous Task Execution - Natural Language Interaction **Natural Language Interaction - Conversational Interface Agents ** - Natural Language Query Understanding - Multi-Turn Conversation Management - Voice & Text Interface Support **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Calling** - Record Calls - Call Types - Click-to-Call - Auto Dialer **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Agent Tools** - Whisper Coaching - Callback Scheduling - Call Recording **Design** - Communications Strategy Development - Create Content - Personalization - Inbound Identification - Regulatory Compliance **Workforce Management** - Call Monitoring - Performance Evaluation **Autonomy** - Problem Solving - Task Execution - Adaptive Responses - Independent Decision Making **Call Center Infrastructure (CCI)** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Intent & Action Handling - Conversational Interface Agents ** - Data Retrieval from Connected Systems - Intent Recognition & Mapping - Action & Workflow Triggering **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Contacts** - Personalization - Information Locater - Record Prospect Data **Performance Analysis** - Coaching - Peformance Tracking **Automation** - Voice Activity Detection - Interactive Voice Response (IVR) - Call Scrubbing **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Administrative** - Call Recording - Reporting & Dashboards **Generative AI** - AI Text Generation - AI Text Summarization **Outbound Sales** - Follow-Up Scheduling - Prospect Prioritization - Multichannel Campaign Execution - Personalized Outreach - Outreach Performance Analytics **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Context & Personalization - Conversational Interface Agents ** - Conversation Context Persistence - User Identity & Permission Awareness **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Insights** - Notes - Daily Summary - Automated Voicemails - Automated Emails - Sorts Prospects - Automated Note Taking **Sales Analysis** - ROI Forecasting - Sales Forecasting **SMS Platform** - Reporting - Automation - API Integration **Generative AI** - AI Text Generation **Agentic AI - Auto Dialer** - Autonomous Task Execution - Cross-system Integration **Enterprise Integration & Deployment - Conversational Interface Agents ** - Enterprise Application Integrations - Security & Access Controls **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - SMS Marketing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **AI Capabilities - Auto Dialer** - Call Prioritization and List Optimization - Compliance Monitoring - Speech Analytics and Sentiment Analysis **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **AI Automation - SMS Marketing** - AI SMS **AI Content Generation - SMS Marketing** - AI SMS **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Inbound Sales** - Data Enrichment - Inquiry Routing - Feedback Collection - Real-Time Engagement - Lead Qualification ## Top Close Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,670 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,271 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) - 4.5/5.0 (1,199 reviews)