Close Reviews & Product Details

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.

I love how Close simplifies managing my outreach and finding prospects for my executive round tables. It segments my lists effectively, even with thousands of contacts, and uses AI to make it easy to manage outreach strategies. The simplicity of Close really appeals to me as it is not overly complicated like other platforms I've used, such as HubSpot and Salesforce. Close allows me to move quickly and focus on what I need. The support team is excellent, and the built-in AI, which I call Chloe, helps with understanding and managing outreach without needing to overthink the process. I also find the workflow building feature very helpful, enabling me to decide who to call and when. The built-in dialer and SMS functionality are fantastic, and integrating Close with Claude adds an extra layer of helpfulness. Getting started with Close was simple, just a matter of connecting different accounts and configuring them properly. It’s a straightforward tool that works well for lean operations, making it an easy recommendation from me. Review collected by and hosted on G2.com.

Sometimes automating the research on accounts could be a bit better. It can also be a little clunky when I want to deeply segment an account; sometimes it's easier to do it manually rather than with the AI. Also, when running multiple email accounts, the alignment of contacts and opportunities can get "a little wonky," but it seems more about configuring it properly. Review collected by and hosted on G2.com.

I like how Close allows me to handle tasks, emails, SMS, and communicate with customers all from one page. The feature of the inbox enabling me to check tasks and messages seamlessly through different channels is especially useful. It compacts all the necessary information I need to reach out efficiently, making it easy to understand the different touchpoints the company has had. Review collected by and hosted on G2.com.

Sometimes I'm not able to see the full company information from the clients I want to contact. For some clients, it's not showing up, like the number or the email, so I need to scroll a bit more to find the email of the client, which wastes time. Also, there were some issues with the transition to Close. Review collected by and hosted on G2.com.

I really like how Close makes contacting leads and keeping track of them almost effortless, providing a simple solution that keeps everything in one place. The integration with extensions is handy, as it adds more functionality and makes the system easier to use. Specifically, I enjoy the inbox feature for tracking all my clients and personnel effectively. The setup of Close was instantaneous and super easy, which was a nice surprise. Overall, it's a solid CRM for my needs. Review collected by and hosted on G2.com.

The main issue I have with Close is the messaging feature. Sometimes, messages will only save as drafts and won't actually send to the customer, which can be a bit frustrating. If that was something they could fix, it'd really improve the experience for me. Review collected by and hosted on G2.com.

Ich benutze Close zum Managen meiner Leads im Vertrieb, für Anrufe und Notizen. Es ist deutlich komfortabler und übersichtlicher, da ich nicht drei verschiedene Programme nutzen muss. Ich finde es toll, dass Close trotz der vielen Funktionen dennoch so simpel und einfach zu bedienen ist. Mein Workflow wird total erleichtert, weil ich meine Leads nicht mehr in Excel-Tabellen managen, Telefonnummern separat abtippen und anrufen oder Notizen in einem Buch führen muss. Außerdem ist die anfängliche Einrichtung von Close total einfach, mein Chef hatte da keine Schwierigkeiten. Ich habe auch meine Mail und Calendly mit Close verknüpft, was sehr praktisch ist. Insgesamt funktionieren alle Funktionen, die ich nutze und brauche, einwandfrei und ich würde Close auf einer Skala von 1 bis 10 mit 10 an Freunde oder Kollegen weiterempfehlen. Review collected by and hosted on G2.com.

Ehrlich gesagt fällt mir da nichts ein, alle Funktionen die ich nutze klappen einwandfrei und lassen an nichts zu wünschen übrig Review collected by and hosted on G2.com.

I really appreciate how easy it is to integrate Close with all our existing outreach tools and manage everything in one place. It's super helpful for handling onboarding and managing associated tasks within the task management system. I find it incredibly simple to use, which makes a big difference when dealing with tons of leads and opportunities. The initial setup was super easy, even from my first experience with it, and I've already recommended it to at least two or three dozen people. Review collected by and hosted on G2.com.

The solo plan is literally only for one person, which makes it a bit limited, especially if you have a cofounder and are just starting out. If it allowed for maybe three members, that might be more ideal. Also, the mobile app is way too slow and doesn't have all the features of the full desktop version, which is really annoying. It feels like it's just a wrapper for the web app, and web apps on iPhones just don't work well at all. Review collected by and hosted on G2.com.

I really appreciate that Close keeps all my information in one place and has an easy-to-use dashboard. The workflows are a real time-saver, helping keep things moving forward even when I'm not in front of my computer. I find the sales pipeline great for tracking opportunities and contacts. The automatic import feature helps save everyone I've met. It's also very intuitive, which made the initial setup smooth, and I love how it's integrated with Claude Code to bring in prospecting research and connect to other platforms. Review collected by and hosted on G2.com.

Its a bit expensive for a solo founder like me. Review collected by and hosted on G2.com.

Close's customer service is great. They help even though I'm not tech-savvy and have a small account. It keeps my contacts organized in one place, making it easy to use. The emailing, texting, and calling features suit my basic needs well, especially when I need to manage my daily tasks. Review collected by and hosted on G2.com.

I've had a little trouble with the phone not ringing and issues with high packet loss, which has affected calls coming in or going out. I think we've more or less got it under control now by using both the app and the web version simultaneously. I prefer working in the web version but keeping the app open too, hoping this resolves missed incoming calls. It would be great if the integration between the phone system and the web-based browser improved so that I don't miss calls when I'm at my desk. Review collected by and hosted on G2.com.

Love being able to set up workflows and edit email templates within the workflow. Also love the feature that shows if I'm adding a duplicate lead. Review collected by and hosted on G2.com.

My account has disconnected from my email provider multiple times. Review collected by and hosted on G2.com.

Close gives me a clear, organized view of my entire pipeline, with every lead centralized and easy to track including full contact history and past actions. For cold outreach and lead generation at scale, I'd call it the best CRM I've used. The interface is clean and intuitive, the platform is fast and responsive, and it integrates with a wide range of other tools. Review collected by and hosted on G2.com.

Although the lag were infrequent, now it has improved and it works more smoothly. Review collected by and hosted on G2.com.