Close Reviews & Product Details

I love the power dialer and voice mail drop features in Close; they make things a lot easier. The inbox is another favorite because it helps track activity on every single deal. It's amazing because I never miss any deals. I can set reminders and snooze tasks, so they always show up when needed. This makes Close very reliable in ensuring nothing slips through the cracks. Also, the initial setup was very simple and easy, which was great. Review collected by and hosted on G2.com.

The only thing that could be better is the workflows. I feel like we could automate a lot more tasks rather than having to use third-party sources like Zapier if the workflows were more comprehensive. Review collected by and hosted on G2.com.

So simple to use and the workflows are a huge timesaver. User interface is by far the best I've ever used. Ai tools and organization with follow up workflow is great. Review collected by and hosted on G2.com.

To be able to send an sms without adding the number as a lead. Sometimes I have skip trace/cold call a lot of numbers, and I do not want to be adding potentially bad contact info as a lead in the crm. Not efficient. Review collected by and hosted on G2.com.

I love the user interface. It's very easy to use and has a lot of integrations. You can just use the API key. There are never any sort of performance issues, especially if you consider the price. It's very, very affordable. The onboarding is very simple and the AI summary after the call that you have is very useful as well. Review collected by and hosted on G2.com.

Nothing. Can't really think of anything to be honest. Review collected by and hosted on G2.com.

The automated post-work reporting provides very precise metrics, which eliminates the need for tedious manual data counting at the end of the day. The call-filter options are equally sharp, allowing me to segment results and jump straight to specific call records without having to dig through a cluttered log. Review collected by and hosted on G2.com.

The internal naming conventions and platform terminology can sometimes be confusing. A few interface terms overlap or sound very similar, which adds a bit of a learning curve when you’re trying to clearly distinguish between specific features or different data categories. Review collected by and hosted on G2.com.

I use Close for pipeline management, and I find it very intuitive. It helps us with structure, outreach, and automation, which saves us time and enhances our organizational skills. I like how Close implements structure and appreciate its AI integration, specifically with Chloe, which is really helpful. The user experience is very positive, and the AI provides great suggestions, aids in copy-pasting, and enhances automation. The overall structure of Close makes it more intuitive compared to other CRMs. Also, setting it up was fairly easy. Review collected by and hosted on G2.com.

At the moment, I notice that the AI in Close kinda freezes a bit. But it only takes a minute or two before it comes back. Review collected by and hosted on G2.com.

I like Close’s dialer for cold calling and appointment setting. The automatic dialing works well for me, and I don’t have any issues with it. I prefer Close’s features to Follow Up Boss, especially being able to view reports, manage leads, and filter them. Signing in, logging in, and using the tools felt self-explanatory, so it was easy for me to get used to. Review collected by and hosted on G2.com.

none Review collected by and hosted on G2.com.

I can access Close anywhere very easily. It keeps all my client history in one place, and I can communicate easily from my desktop or phone. I like that it analyzes phone calls to show me where I can improve, and Chloe helps recommend better calls with clients through sales coaching. The initial setup was very easy. Review collected by and hosted on G2.com.

Sometimes on my mobile, it’s difficult to pull up an account by clicking on it, and it’s not as intuitive as I’d like. When I click something in my inbox, it only gives me a preview instead of fully opening the account, and there’s nothing to click in the preview to go into the account. Review collected by and hosted on G2.com.

The simple design keeps the platform from feeling overly complicated, so I can get things done without clicking through endless menus. Direct Google Workspace login, smooth email syncing, useful laptop speech-to-text, and easy template management all make my regular outreach much more efficient. Review collected by and hosted on G2.com.

The mobile application feels a bit clunky and is harder to navigate than the desktop layout. I also really dislike that the task management setup relies entirely on a basic list view, rather than offering a dedicated calendar interface to help visualize deadlines. Review collected by and hosted on G2.com.

I really like how user-friendly it is, and that it can provide a clear summary of all the calls. Review collected by and hosted on G2.com.

Sometimes, when updates are being carried out, it prevents me from making calls. Review collected by and hosted on G2.com.

The automated dialer functionality is exceptional and really helps accelerate our outreach. Having structured conversation notes and accurate call transcripts displayed right below the active workspace gives me an instant, comprehensive view of each contact’s history, which also helps keep our database clean and well organized. Review collected by and hosted on G2.com.

The lack of a direct, native integration with external lead-generation platforms like Apollo is a significant drawback. Having to rely on workarounds to sync data between the two systems slows our workflow and keeps us from fully automating our prospecting sequences. Review collected by and hosted on G2.com.