Close Reviews & Product Details

Close has been very easy to navigate. I’m not the most tech-savvy when it comes to building out workflows, but it’s straightforward enough that truly anyone can complete the task. Review collected by and hosted on G2.com.

I honestly can’t think of any real downside. If I had to point to something, it would be the availability to jump on a call when an issue comes up. That said, it may simply be related to the support tier we’re on. Review collected by and hosted on G2.com.

I really like how Close keeps everything in one place, making it easy to set up and maintain for my B2B sales. The automations are a breeze to set up, and the built-in calling feature in the power dialer is super easy to use. The integration options are spot-on for syncing with my other tools. It's very clear and logical, avoiding unnecessary complexities. Honestly, it's the easiest CRM to use with the power I need, and the initial setup was very easy. Review collected by and hosted on G2.com.

The workflow and automated email sequence in Close could really use some improvement. Right now, they only follow a straight line without offering complicated logic that can guide customers down different paths. It's pretty basic, and I think they could do better with that. Also, they need more 'if-then-else' type logic to direct people through multiple options based on their responses or behavior. Another issue is that integrating with other text messaging providers is challenging. It's tough to get A2P registration, so we need a way to work around it, maybe using iMessage or WhatsApp for texting without requiring A2P. Review collected by and hosted on G2.com.

I think it’s an easy, Salesforce-type tool for small businesses. It’s very simple and straightforward to use. Review collected by and hosted on G2.com.

I find the filtering options a bit confusing. I also don’t see a way to filter by date, like in Salesforce. Review collected by and hosted on G2.com.

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 solution for me. I can also create tasks and schedule emails, helping me stay ahead and manage my follow-ups effectively. I've been using Close for almost five years, and I appreciate how easy it is to use. They keep improving the product based on our feedback, and they really listen. Review collected by and hosted on G2.com.

Sometimes, some opportunities and activities don't activate other sequences. For example, if I complete a demo, sometimes emails don't get sent out. And sometimes multiple opportunities are created when they should be updating the original one. Review collected by and hosted on G2.com.

I like that Close is a very efficient and seamless tool that's easy to administer. I really appreciate how every call is stored and that it's very easy to make notes. It's also very helpful to see the hottest leads. Additionally, I find the initial setup of Close to be very easy, which was great for my team. Review collected by and hosted on G2.com.

The problem now is when I want to use Close in Germany to contact my clients. I need a US or Canadian number, and this is not very helpful because I need a German or Austrian number to use. This makes our work less efficient as we cannot easily contact clients in that region. Review collected by and hosted on G2.com.

It’s easy to use and very intuitive. I also had to contact support, and they were very fast to respond. The integration with gmail is perfect and it's very fast when using the filters or the search form. Very useful the AI notetaker of our videocalls. Worth every € Review collected by and hosted on G2.com.

There are some fields I can't hide, they are looking into it. Review collected by and hosted on G2.com.

I like Close because of the support and the ease of use. I appreciate that it doesn't have a ton of bells and whistles, which makes implementing the system quick and intuitive. It's reliable, records calls, and their support is top notch. I also value the phone and calling features, the predictive dialer, the ability to purchase and rotate phone numbers, and their integration with Zapier. The robustness of their API is also a plus. Review collected by and hosted on G2.com.

I would say that the workflow logic and triggers could be a bit more robust. Having to use Zapier in order to really fine-tune and get what I needed to do in terms of our automation is something I wish Close could handle on its own, so the Zapier cost could be absorbed by Close. It would also be nice to have a local presence feature. Additionally, the ability to conduct conference calls or have two-way calling would be a great improvement. Review collected by and hosted on G2.com.

I like the AI integration in Close and the fact that everything is all in one convenient place. It saves a lot of time and makes things easier when we need to accelerate our sales process. We've been able to create a lot of new lists within our CRM related to partnerships and sponsorships and improve the speed to conversion with new clients. The pricing is super competitive, and the initial setup was smooth with great customer service and helpful online videos. Close has replaced our need to rely on other types of software, so we're really happy. Review collected by and hosted on G2.com.

It's great. Nonapplicable Review collected by and hosted on G2.com.

I really like the new AI feature in Close, especially the chat function that analyzes all my call transcripts. It helps me understand what works and what doesn't, making it easier to schedule meetings and enhance my performance. This feature allows me to hone in on the areas I need to improve to perform at my best. It's a standout feature for me. Furthermore, after using its insights to revise my scripts, I managed to schedule a meeting, which has been really awesome. Review collected by and hosted on G2.com.

So whenever there's a system fault, the banners at the top are irritating. I just wish you could let me know once that there's an issue and not have the reoccurring banner at the top. Also, I use Close on different platforms or mediums. One being the desktop app, which is my main driver, and then for other aspects, I need quick access, I use about four or five tabs. Usually, when a call comes through on the desktop app, it also rings through all my other tabs that I have opened, forcing me to refresh. That's a little bit annoying. I'd like for Close to notify me when an email or text message comes through, especially a text message. Having to check my inbox frequently is counterintuitive. If notifications could pop up like the banners do, that would be great. Review collected by and hosted on G2.com.

It’s simple and easy to use, and it answers all my questions. It also keeps everything organized for leads, sales reps, and admins. The app runs very smoothly as well. Review collected by and hosted on G2.com.

It can lag a little at times, both when making calls and when it notifies me about incoming texts or emails through Tasks. Review collected by and hosted on G2.com.