Close Reviews & Product Details

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 love how much I’m able to customize within the program. Our admins can tailor specific data to better support our sales team and focus on what we need most. Review collected by and hosted on G2.com.

I’d say that with all the customization options, the interface can feel a bit cluttered and not as user-friendly. That said, it could also be an admin setup issue on our end. 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'm not an admin in my organization, so I didn't set it up, but the system allows us to work cohesively with so many moving parts and necessary info to upload. I feel like it really streamlines our workload when we have an app like Close where all of our info is stored and accessible. We use it every day for everything. Review collected by and hosted on G2.com.

I haven't used the chatbot at all really, so maybe that's the least helpful because I don't really need it. As for what I dislike, it's a double-edged sword because it has all our info but there's just so much sometimes it can be overwhelming. 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.

I use Close to manage my sales leads, for calls and notes. It's much more comfortable and clearer since I don't have to use three different programs. I love that Close, despite its many features, is still so simple and easy to use. My workflow is greatly facilitated because I no longer have to manage my leads in Excel spreadsheets, type phone numbers separately, and call or keep notes in a book. Also, the initial setup of Close is very easy, my boss had no difficulties with it. I have also linked my mail and Calendly with Close, which is very practical. Overall, all the functions I use and need work perfectly, and I would recommend Close to friends or colleagues with a 10 out of 10. Review collected by and hosted on G2.com.

Honestly, I can't think of anything, all the functions I use work perfectly and leave nothing to be desired. 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.

I like that Close has a simple, easy-to-navigate UI, and that I can quickly set reminders and future tasks. Sequences help us do more outreach without spending as much manual time, and using Chloe to fill in fields like our nickname for accounts helps us send communication that looks human. Close also helps us organize the chaos of our sales motion and keep leads and prospects from slipping through the cracks. Review collected by and hosted on G2.com.

Nothing really. Review collected by and hosted on G2.com.