Close Reviews & Product Details

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.

Close offers a streamlined sales workflow with features like SMS integration, AI assistance, and bulk email sequences, enhancing efficiency and organization in sales tasks. Review collected by and hosted on G2.com.

I love the interface on Close, especially because it gives me options for dialing and selecting the sequence I need on a daily basis. The AI assistant also works great for me, enhancing my sales workflow. Moving between leads, calls, texts, emails, and follow-ups is seamless, so I don't have to switch between multiple platforms. The AI features save me time by capturing and organizing information from conversations, allowing me to spend more time talking to prospects instead of doing manual CRM updates. The simple interface and AI make everything feel faster and more organized. The SMS or texting feature is super useful for following up with prospects, and I appreciate the overall good experience for logging calls, notes, and activities. Review collected by and hosted on G2.com.

I really value Close’s built-in call logging and automated reminder workflow, which suits our fast-paced building-materials sales environment perfectly. Each call note gets saved directly on the opportunity record, and task reminders pop up for quote follow-ups, eliminating lost conversation histories. I appreciate how this system prevents misaligned order expectations and keeps our sales team on top of pipeline tasks. The clean pipeline view also makes it easy to quickly spot stalled deals. These features have transformed our previously chaotic management of sales data that was once spread across spreadsheets and personal email inboxes, helping us track follow-ups consistently. Review collected by and hosted on G2.com.

We face the biggest shortfall with Close due to the absence of native inventory-system integration, which forces our sales team to manually input order details into our inventory tool. This creates a risk of errors, especially during peak construction seasons when project delivery deadlines draw near. Additionally, the custom report builder is cumbersome for filtering data by material type, and without dedicated IT support, we can't build custom connectors to bridge this gap. We also find Close lacking vendor-collaboration fields and better bulk-edit functionality for wholesale-oriented workflows. Handling multiple active contractor projects, we need to tag third-party material suppliers within deal records, which isn't supported natively. Bulk-updating deal statuses for seasonal construction-job batches is slow and tedious. Moreover, the export templates aren't optimized for material order summaries, increasing our manual formatting workload when coordinating outbound deliveries to job sites. Review collected by and hosted on G2.com.

I am a small one-man shop. I had been using Salesforce for years and it wasn't really meeting my needs. My son recommended I try Close and I love it! The ability to send email sequences has saved me lots of time. The technical support from the Close team has been exceptional, fast responses and detailed answers. Having sms messages included in each client record, no missed information! Review collected by and hosted on G2.com.

Nothing major. Whenever I discover a "want" I submit it to close and they either have a solution for me, a workaround and put it on their list for future improvements. Review collected by and hosted on G2.com.

I’m able to reach out to my clients through text, email, and voicemail, which is nice because it keeps everything under their account. That way, I don’t have to keep up with messages in different places or worry about not remembering what conversation was had. Review collected by and hosted on G2.com.

nothing, everything seems to be fine and my company has been using the account for some time now Review collected by and hosted on G2.com.

I really appreciate Close's integrations, especially with Google Workspace and WhatsApp, because they save me a lot of admin time. The email and WhatsApp integration automatically update my touch points in the CRM, freeing me from worrying about any communication being missed and allowing me to relax knowing every touchpoint is tracked. The notetaker with Google Meet is also great, as it automatically captures notes and significantly reduces my admin workload. I find the built-in AI helpful when we're stuck, as it allows us to easily ask questions and get assistance. This is really beneficial from a customer success and after-sales support perspective, as it simplifies opportunities for upselling and helps the sales team. I also value the automation in updating the CRM and customer profiles, which ensures nothing is overlooked and I don't have to spend hours on admin tasks. Review collected by and hosted on G2.com.

One thing is from the notetaker sometimes the summary doesn't quite get some of the specific key points that I need from an after sales or project management perspective. It does summarize things quite well for a sales perspective, so it would be great if it could highlight the support or practical operational components as well. Review collected by and hosted on G2.com.

Since choosing Close, they’ve made tremendous updates to the software. The workflow components, call recording, direct dialers, and other tools have been a game changer for our team. We’re a small, lean team with two sales reps, yet we can still keep up with our targets. Close helps us focus on the right things and makes it hard to lose track of an opportunity or lead.

The Claude integration has also made it easier for our management team to track performance and spot gaps across the whole company. That visibility helped us improve to a close rate of up to 20%, which is honestly nuts.

The tool has had a few outages, but we’ve never really noticed them, to be fair. For the current price, it’s still an absolute no-brainer for us as an organization. We’ve looked at other tools and tried to find something more holistic, but we couldn’t find anything that gives us the same benefits at this price point.

That’s what led us to get support from Close themselves to improve our processes. It was a huge eye-opener to see their team using their own tool in exactly the way we were aiming to use it. It made it even easier for us to get more out of Close, because we got to look behind the curtain at how they themselves run things.

We’re not fully onboard with Close’s own AI capabilities yet, but we’ll dig into them more in the future. Review collected by and hosted on G2.com.

Since my previous rating, we’ve been using Close in more advanced ways, and we’ve noticed that their focus is still heavily on the US market. As a German business, this doesn’t affect us too much overall, but we do run into it from time to time. It would be great if they could further refine certain parts of the tool for the German market as well, so we can make full use of everything it offers. Review collected by and hosted on G2.com.

I use Close for everything sales related and it gives me visibility and clarity in my sales pipeline. I appreciate having a centralized place for all my leads with a clear view of every contact's history and actions taken. The transition from tools like HubSpot, which felt clunky and heavy, to Close has been refreshing as it provides an immediate and actionable view of each lead. I find it the best CRM for cold outreach en masse and lead generation. I really like the view and design of the tool; it feels very light to use. It's also very responsive and has tons of integrations. I love how it makes the brain fog of a heavy tool disappear and saves so much time navigating. I also found the initial setup of Close to be easy, definitely worthy of 5 stars. Review collected by and hosted on G2.com.

I'd say the reporting section would be more complex to be able to reflect more ratios. Sales ratios per say, it feels a bit limited currently. Review collected by and hosted on G2.com.

I like running cadences for all my leads and easily following up with people. I also like the mobile app, the integration capabilities, and the open API. Close feels like a true sales CRM, similar to SalesLoft but on a smaller scale for entrepreneurs and lean teams. I enjoy the workflows that let me automatically call, text, and email people, set different statuses, and send additional workflows accordingly. Close also helps me stay on top of tasks and set reminders for the future. Leads from my lead service pull automatically into Close. I found setup very easy, and the transition was seamless. Close isn’t too complicated to adopt, and it’s specifically for sales—a powerful, sales-focused platform that’s agnostic to the type of sales. Review collected by and hosted on G2.com.

I think the pipeline and where opportunities sit could use improvement. I’m used to Salesforce as a true pipeline management system. Close is designed primarily for calling, texting, and emailing through cadences, and while that works well, I think there’s room to improve the opportunity dashboards and reports with more visuals tied to the pipeline. Review collected by and hosted on G2.com.

I find Close very easy to use, and the price is low. I love the snippets: I can type a slash and a saved snippet keyword to insert text or a link. Setup was super easy, it was easy to find things, and there was a lot of support documentation. The Close team was very helpful when we got set up. I also like being able to track customer interactions, see notes of past activity, work as a team across one account, and handle calls, texts, and WhatsApp messages in one place. Review collected by and hosted on G2.com.

I’m very pleased with Close, but it could be easier to look up old contacts and search old emails. A better AI search that can chat with me and help uncover what I’m looking for would be helpful. Review collected by and hosted on G2.com.