--- title: Close Reviews meta\_title: 'Close Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 2068 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: 2068 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools ---

### Close Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity. [(819 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1226712&qs=pros-and-cons#reviews)

Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams. [(441 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1227213&qs=pros-and-cons#reviews)

Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly. [(394 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1229783&qs=pros-and-cons#reviews)

Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient. [(387 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1227306&qs=pros-and-cons#reviews)

Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience. [(358 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1226682&qs=pros-and-cons#reviews)

Users find that **missing features** on the mobile app limit functionality compared to the desktop version. [(244 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1227758&qs=pros-and-cons#reviews)

Users often face **call issues** like disconnects from devices, affecting their overall experience with Close. [(181 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1230867&qs=pros-and-cons#reviews)

Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options. [(130 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1232748&qs=pros-and-cons#reviews)

Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation. [(95 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1227417&qs=pros-and-cons#reviews)

Users find the **learning curve challenging** due to merging complexities and limited customization options in Close. [(92 mentions)](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1228009&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of Close

##### 1. Ease of Use

Users find Close to be **very user-friendly** , with seamless integrations that streamline processes and enhance productivity.
[
See 819 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1226712&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Elle C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elle C.")
EC

Elle C.

Mid-Market (51-1000 emp.)

5.0/5

"Efficient Tool for Managing Sales Pipeline"

What do you like about Close?

I love that I can always see my appointments ahead of time with Close. I can call, email, or send a text message, which makes it a very streamlined so

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified User

5.0/5

"Efficient CRM with Seamless Task Management"

What do you like about Close?

I find Close very helpful for staying organized with my contact lists and industry contacts. The feature of adding tasks to each individual contact to

##### 2. Helpful

Users appreciate the **user-friendly interface** of Close, enabling smooth workflows for both inside and outside sales teams.
[
See 441 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1227213&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Elle C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elle C.")
EC

Elle C.

Mid-Market (51-1000 emp.)

5.0/5

"Efficient Tool for Managing Sales Pipeline"

What do you like about Close?

I love that I can always see my appointments ahead of time with Close. I can call, email, or send a text message, which makes it a very streamlined so

 ![Gaël L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gaël L.")
GL

Gaël L.

Small-Business (50 or fewer emp.)

4.5/5

"Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement"

What do you like about Close?

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

##### 3. Features

Users praise the **comprehensive communication features** of Close, enhancing efficiency in managing client interactions effortlessly.
[
See 394 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1229783&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Elle C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Elle C.")
EC

Elle C.

Mid-Market (51-1000 emp.)

5.0/5

"Efficient Tool for Managing Sales Pipeline"

What do you like about Close?

I love that I can always see my appointments ahead of time with Close. I can call, email, or send a text message, which makes it a very streamlined so

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified User

5.0/5

"Efficient CRM with Seamless Task Management"

What do you like about Close?

I find Close very helpful for staying organized with my contact lists and industry contacts. The feature of adding tasks to each individual contact to

##### 4. Simple

Users praise the **intuitive interface** of Close, making lead management and follow-ups incredibly smooth and efficient.
[
See 387 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1227306&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified User

5.0/5

"Efficient CRM with Seamless Task Management"

What do you like about Close?

I find Close very helpful for staying organized with my contact lists and industry contacts. The feature of adding tasks to each individual contact to

 ![Gaël L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gaël L.")
GL

Gaël L.

Small-Business (50 or fewer emp.)

4.5/5

"Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement"

What do you like about Close?

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

##### 5. Intuitive

Users love the **intuitive dashboard design** of Close, appreciating its streamlined features and user-friendly experience.
[
See 358 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1226682&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified User

5.0/5

"Efficient CRM with Seamless Task Management"

What do you like about Close?

I find Close very helpful for staying organized with my contact lists and industry contacts. The feature of adding tasks to each individual contact to

 ![Gaël L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gaël L.")
GL

Gaël L.

Small-Business (50 or fewer emp.)

4.5/5

"Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement"

What do you like about Close?

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

### 5 Cons or Disadvantages of Close

##### 1. Missing Features

Users find that **missing features** on the mobile app limit functionality compared to the desktop version.
[
See 244 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1227758&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified User

5.0/5

"Efficient CRM with Seamless Task Management"

What do you dislike about Close?

When I sort leads by a specific status and open one, then return to the previous tab, the sorting resets and the leads no longer stay filtered. To wor

 ![Gaël L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gaël L.")
GL

Gaël L.

Small-Business (50 or fewer emp.)

4.5/5

"Lightweight CRM with Strong Lead Gen, Needs Reporting Enhancement"

What do you dislike about Close?

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.

##### 2. Call Issues

Users often face **call issues** like disconnects from devices, affecting their overall experience with Close.
[
See 181 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1230867&qs=pros-and-cons#reviews)

See Related User Reviews

MO

Marisa O.

4.5/5

"Versatile CRM with Exceptional Support"

What do you dislike about Close?

I wish I could look at the lead info first before it jumps into the next call with power dialing. I can do it manually but it is not as easy. We would

 ![Saips .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Saips .")
S

Saips .

4.5/5

"CRM That Organizes Conversations Perfectly"

What do you dislike about Close?

I would love to use Close for cold calls as well, but it doesn't support Serbian (+381) number, so I can't. I can but people will think I'm a scammer

##### 3. Limited Features

Users find the **limited features** of Close frustrating, especially for B2C needs and when needing more operational options.
[
See 130 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1232748&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Close meeting AI Notetaker Captures Clear, Key Meeting Notes"

What do you dislike about Close?

The workflow feature isn't as good yet as the one in Hubspot.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Enterprise (\> 1000 emp.)

4.0/5

"Streamlined Sales Process with Close"

What do you dislike about Close?

While the existing reports are useful, they can feel a bit limited when you want highly customized views or more advanced dashboards. Having more drag

##### 4. Limited Customization

Users find the **limited customization** options frustrating, hindering advanced reporting and personalized dashboard creation.
[
See 95 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1227417&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Cathy A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cathy A.")
CA

Cathy A.

Small-Business (50 or fewer emp.)

4.5/5

"Superior Layout and Easy Navigation with Powerful Customer Reach Features"

What do you dislike about Close?

I think not being able to customise the column size when I'm trying to sort and view specific leads is a bit of a turn-off.

 ![Alvaro B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alvaro B.")
AB

Alvaro B.

4.5/5

"Simple and Effective Sales Management Tool"

What do you dislike about Close?

I think it could be improved, the reports. And most of them, the reports of activities, some custom activities it's hard to see or I don't know yet ho

##### 5. Learning Curve

Users find the **learning curve challenging** due to merging complexities and limited customization options in Close.
[
See 92 mentions
](https://www.g2.com/products/close/reviews?filters%5Bsentiment_snippet%5D=1228009&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Alvaro B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alvaro B.")
AB

Alvaro B.

4.5/5

"Simple and Effective Sales Management Tool"

What do you dislike about Close?

I think it could be improved, the reports. And most of them, the reports of activities, some custom activities it's hard to see or I don't know yet ho

 ![Michael J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael J.")
MJ

Michael J.

4.5/5

"Effortless Communication and Organization with Close"

What do you dislike about Close?

I find the communication log history, especially for text messages, challenging. There's no easy way to review sent text history; you have to dig for

 ![Verified User in Oil & Energy](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Oil & Energy")
AO

Verified User in Oil & Energy

Mid-Market (51-1000 emp.)

4/7/2026

"Sales-Focused CRM with Built-In Calling, Email, and SMS"

4/5

What do you like best about Close?

The best thing about this Close CRM platform is that its sales focused execution. Where, unlike the generic CRMs out there, this CRM is specifically built for inside sales teams, where it has this built-in call feature, email, SMS and email, all in one single platform. Their ability to make calls directly from CRM helps us to track the conversations and update our crm for next-level action items for our internal teams for every lead. Their interface is also fast and responsive. Review collected by and hosted on G2.com.

What do you dislike about Close?

This platform is strong for sales engagement activities, but it is also less flexible when it comes to customisation compared to other broader CRM platforms. Their reporting and analytics are also not as advanced as other enterprise platforms out there in this space. Also, for deeper marketing automation and complex workflows, this CRM might not be the perfect tool out there, since this is very sales-focused. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close CRM solves the problem of fragmented sales communication by combining the calling, emailing and pipeline management into a single system. With a visibility and quick reactive visibility in the communication with each and every individual lead, we were able to create a personalised strategy for all the leads in our system as per the current lifecycle stage status. Our deal lifecycle turnaround time can be planned and managed very effectively. Their slaes focused reporting structure can be automated on a weekly basis, which can be shared across the other teams to give a better visibility. Review collected by and hosted on G2.com.

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Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerIncentivizedSource: G2 invite

 ![George T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "George T.")
GT

George T.

Mid-Market (51-1000 emp.)

4/6/2026

"A Must-Have for Rapidly Growing Sales Teams"

5/5

What do you like best about Close?

I think Close has been probably the best tool we've used so far. It handles the amount of leads we get on a daily basis and manages calls and texts more efficiently than any platform we've ever used. We're all very happy with it, as I haven't heard any complaints from anyone in the company. Close solves a lot of sorting problems with leads, like identifying which are freshest, and keeps older leads in the system for follow-up. We've noticed a huge increase in sales since using Close because it makes it easier to communicate with leads. I find it very easy to use, and overall, it's just a great platform without any complaints whatsoever. The initial setup was extremely easy; it took me maybe five to ten minutes to learn, and then I was basically a pro. Also, integrating Close with Trellis has made contacting leads extremely easy compared to what we were doing before. Review collected by and hosted on G2.com.

What do you dislike about Close?

Nothing Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close solves our lead sorting issues, helping to manage both fresh and older leads efficiently. We've seen a huge increase in sales since using Close because it simplifies communication with leads. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Cary G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Cary G.")
CG

Cary G.

Success Coach/Sales Rep

Enterprise (\> 1000 emp.)

5/15/2026

"Flexible Client Tracking Makes Lead Updates Fast and Clear"

4.5/5

What do you like best about Close?

The different tracking options for clients, including notes, conversations, etc. That way I can pop in on a lead or client and get a clear picture fast. Review collected by and hosted on G2.com.

What do you dislike about Close?

The lack of an obvious "history" function, where I can see who i just got off the phone with earlier. I'd love an ongoing history of not just client and appointment, but summary of what i did (call, notes, etc) Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Keeping client acquisition easy and streamlined at scale as well as making handoffs from free trial to paid client easy to track and work with Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Yona R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yona R.")
YR

Yona R.

CEO

Small-Business (50 or fewer emp.)

7/20/2026

"Simple, Easy-to-Use Software with an AI System I Love"

5/5

What do you like best about Close?

That's a simple easy software to use and I like their AI system in there Review collected by and hosted on G2.com.

What do you dislike about Close?

They're AI call system can only make calls not pick up receive calls but they're working on it and it should be just solced soon Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Having a good CRM system is key and I can handle all my messages and emails from there Review collected by and hosted on G2.com.

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Response from Sydney Nielsen of Close

[Editedit](https://www.g2.com/survey_responses/close-review-13130721/official_response/edit)

Thank you, and I'm thrilled the AI is clicking for you! You're right that it handles outbound calls rather than inbound today, and I've passed that interest along to our product team again for you.

— Sydney

Current UserValidated ReviewerSource: Organic

 ![Tyler B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tyler B.")
TB

Tyler B.

Business Development

Small-Business (50 or fewer emp.)

7/20/2026

"Easy Workflow Setup and Email Templates with Helpful Duplicate Lead Alerts"

4.5/5

What do you like best about Close?

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.

What do you dislike about Close?

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

What problems is Close solving and how is that benefiting you?

It's helping us ensure we follow-up with leads and not missing them. Also love being able to snooze it when needed. Review collected by and hosted on G2.com.

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Response from Sydney Nielsen of Close

[Editedit](https://www.g2.com/survey_responses/close-review-13131028/official_response/edit)

Thank you, and workflows with built-in email templates and the duplicate-lead alert are favorites of mine too. Sorry about the email disconnects. Support are ready to help if you run into issues again (support@close.com).

— Sydney

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Xolani R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Xolani R.")
XR

Xolani R.

Small-Business (50 or fewer emp.)

5/27/2026

"Streamlined Client Management with Seamless Integrations"

4.5/5

What do you like best about Close?

I like Close for managing clients and potential prospects effectively. It automatically links with Highbridge to help determine qualified and unqualified clients, which is really convenient. The system is very user-friendly, and I like everything about it for that reason. Once set up with my email, I get access to everything, and the integration with other tools is straightforward, which makes things fair and easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

I think, with the tabs, it's just to make the tabs clearer and to divide the subtitles in a manner where it's easy to navigate through the tool or system. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

I use Close to streamline prospects management, manage clients and potential prospects, and determine qualified leads easily. It's user-friendly and automates client booking, enhancing my workflow. Review collected by and hosted on G2.com.

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Response from Sydney Nielsen of Close

[Editedit](https://www.g2.com/survey_responses/close-review-12879065/official_response/edit)

Thanks, Xolani! Appreciate the feedback!

— Sydney

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Jonathan C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jonathan C.")
JC

Jonathan C.

Senior Account Executive

Small-Business (50 or fewer emp.)

10/10/2025

"Easy to Use CRM with Room for Improvement"

3.5/5

What do you like best about Close?

I find Close easy to use and navigate, and it's not so robust that it takes 20 clicks to get something done. I like that templates are easy to create, and the system updates every thirty days or so, which is nice for keeping things fresh. I really appreciate the speech-to-text feature from the laptop, which captures information efficiently. It's also straightforward because I can sign in through Gmail using a work email. Additionally, integrating with my mailbox is very good. I use the tasks feature and send messages often, and having templates to create and add to as I go is something I use very often. Review collected by and hosted on G2.com.

What do you dislike about Close?

Their mobile app could be a little bit easier to navigate. I wish they had a calendar function where you could see at what time your tasks are due, versus a list function. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close helps me keep track of all of my clients as a CRM. Review collected by and hosted on G2.com.

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3/26/2026
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![daniyal z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "daniyal z.")
DZ

daniyal z.

AI Consultant

Small-Business (50 or fewer emp.)

7/24/2026

"Intuitive UI, Smooth Performance, and Great Value"

5/5

What do you like best about Close?

Easy-to-use, intuitive UI, friendly onboarding, high performance, and good value for money. Review collected by and hosted on G2.com.

What do you dislike about Close?

I have yet to find any problem because the features that I have been using are working smoothly; just sometimes, the pipeline status change works slowly. Otherwise, no other problem has been encountered. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Dialer + CRM + Workflows, all in one! Review collected by and hosted on G2.com.

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Response from Sydney Nielsen of Close

[Editedit](https://www.g2.com/survey_responses/close-review-13161869/official_response/edit)

Hey Daniyal, all in one for the win! Thanks for the feedback, we're happy to have you onboard!

— Sydney

Current UserValidated ReviewerSource: Organic

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G

Verified User

11/23/2025

"Efficient CRM with Seamless Task Management"

5/5

What do you like best about Close?

I find Close very helpful for staying organized with my contact lists and industry contacts. The feature of adding tasks to each individual contact to follow up or set a meeting is great, and having these tasks show up in my 'inbox' really helps me manage my daily and weekly to-do lists. It keeps me on top of my outreach by allowing me to follow up with calls or emails. I also integrated Close with my Outlook, and the initial setup was very easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

When I sort leads by a specific status and open one, then return to the previous tab, the sorting resets and the leads no longer stay filtered. To work around this when updating multiple leads, I've been opening each one in a new tab so the changes save correctly. This works, though it's a bit inefficient since it requires managing several tabs at once. Not a huge issue. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close helps me stay organized with my contact lists, enabling task management for follow-ups and meetings through each contact, which is very helpful for my daily and weekly to-do lists. This helps me stay on top of my outreach. Review collected by and hosted on G2.com.

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6/9/2026
Validated ReviewerIncentivizedSource: Seller invite

OE

Oge E.

Sales Development Representative

Small-Business (50 or fewer emp.)

1/7/2026

"Effortless Sales Management with Intuitive Features"

5/5

What do you like best about Close?

What I like most about Close is how simple and intuitive it is to use. Everything I need.....calls, emails, follow-ups, and pipeline tracking is in one place, which makes it easy to stay organized and move quickly. I also really appreciate how it’s built with sales teams in mind, especially the calling and automation features, because they help me stay productive without feeling overwhelmed. Review collected by and hosted on G2.com.

What do you dislike about Close?

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

Close solves the problem of having sales work scattered across too many tools. Instead of jumping between a CRM, a dialer, email, and spreadsheets, everything is in one place. That alone saves a lot of time and mental energy. For me, it’s made follow-ups more consistent, calls easier to manage, and my pipeline much clearer. I spend less time organizing my work and more time actually talking to leads and moving deals forward, which has been a big win. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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