The UI is very easy to learn and use. Features like notes automatically popping up during calls make it simple to capture details while I’m on the phone and save them for later review. The tasks and opportunities sections are also very useful, since they help me understand each individual lead at a quick glance. The performance is smooth without many issues, and when there are issues the pop-up helps me resolve it quickly. Review collected by and hosted on G2.com.

When a lead has multiple contacts, the main contact may not have a phone but another contact in there has a phone and it shows as no phone. This is very situational but has been a bit tedious to realize I missed a lead that has a number. Review collected by and hosted on G2.com.

As a boutique vacation rental management company on the Outer Banks, we need a communication tool that keeps up with a fast-moving season. Close does that for us. What I value most is having every text, call, and note tied to the contact record. During peak season, guests texting about access codes, supplies, or maintenance get a quick response from whoever is on shift, and that person can see everything said before. We also use Close to log and follow up on new owner prospects, which gives our growth efforts real structure. It’s easy to learn, and staff got comfortable with it quickly. After years with different software platforms, I appreciate a tool that does its core job well. Review collected by and hosted on G2.com.

Gaps in integrations, such as with Streamline Vacation Rental Software Review collected by and hosted on G2.com.

My general feedback in the prior survey was "Close Just Works". We have been using Close for our primary CRM for a few years now and so far I ...

* have yet to have the API break

* have yet to have any kind of outage

* have yet to lose any data

* have yet to have an API / Integration problem I could not quickly and easily solve Review collected by and hosted on G2.com.

I don't have any major problems with the system. Minor issues that I've faced have been batch processes sometimes not fully running over entire data sets (but this was transient), and sometimes finding the actual ID of an element (lead id is easy, it's in the URL) like a contact is a bit tricky. Review collected by and hosted on G2.com.

Close Forms helped us bring lead capture and attribution into one place, instead of tracking campaign data in a spreadsheet and keeping conversations somewhere else. We use URL Parameter Tracking to save values like utm_source, utm_medium, and utm_campaign directly into Custom Fields, so we can trace each lead back to the campaign that generated it without having to rebuild that context later. We also rely on Custom Fields, Custom Activities, and Smart Views to track details like platform, content type, region, and intent. Custom Activities are especially helpful for interactions that don’t fit neatly into the standard activity types, such as a meaningful LinkedIn conversation or a lead coming in through another integration. The bigger win for us has been the feedback loop with social. A campaign can look great on CPL and still produce very little pipeline, and having both the source data and sales activity in the same CRM makes that visible much earlier. Workflows remove even more manual work. On Growth and Scale, we can trigger follow-up from a form submission, lead, contact, opportunity, or custom activity, and then send emails or SMS, create tasks, update records, or open opportunities. Workflow Goals also help us stop a sequence when someone replies, calls, or books a meeting, so a lead doesn’t keep receiving automated follow-up after they’ve already engaged. Review collected by and hosted on G2.com.

The price increase becomes much more noticeable once automation is part of the requirement. Solo and Essentials can be a good fit for smaller teams that mainly need lead and contact management, but Workflows only start on Growth. If automation is central to your process, that’s a meaningful distinction, so I’d evaluate Close based on the workflow your team actually needs rather than focusing on the entry price alone. Review collected by and hosted on G2.com.

I really love the AI optimization and the Power Dialer at Close. The AI optimization thoroughly summarizes the entire conversation, which is super helpful. And the Power Dialer allows me to call very quickly, making the process really efficient. Close is simply more efficient than other products I've used, like SalesSuite. The initial setup was also relatively easy, which I also liked.

I also find the user interface clear and intuitive – even as a new user, you can quickly find your way around without having to spend a long time getting used to it. The integration with other tools also worked well for me and can be easily integrated into existing workflows without much additional effort. And I'm also very satisfied with the price-performance ratio: Especially compared to other tools I've used, you get a lot of functionality for the price with Close. Review collected by and hosted on G2.com.

What I like less about the inbox is that it sometimes seems a bit confusing to me. Also, the loading times could be better in my opinion – here and there it takes a moment for everything to load completely. Review collected by and hosted on G2.com.

I find the simplicity particularly successful. I had not used any other program before and had no great experience with CRMs, but for me as a beginner, everything was really easy to understand from the start. I also like the connectivity for the API with tools like Claude. It really makes things easier. Review collected by and hosted on G2.com.

Perhaps the design could be made a bit more modern, but otherwise, I am very satisfied. Review collected by and hosted on G2.com.

I love being able to send messages and communicate directly from Close. The integration of summaries, emails, call recordings, and video conferences saves me time and reduces the number of platforms I use. Close centralizes the sending and receiving of communications, as well as their history, so I always have an up-to-date client file. The system is simple and works well. Review collected by and hosted on G2.com.

The AI of Close seems limited to me: it doesn't have the memory or user personalization that I have with my professional ChatGPT account, and I don't find project management, prompts, and plugins there. I mainly use it for small occasional questions; my real assistant is not in Close. Close is not designed for financial services, and I can't really adapt the CRM to the reality of our industry. The standard version is very easy to use, but also simplistic, with few commands and features. Review collected by and hosted on G2.com.

We use Close CRM as the central platform for managing our sales process from lead generation through qualification, demos, follow-ups and conversion. It gives our sales team one place to manage leads, communicate with prospects, track activities and monitor the entire sales pipeline.

The biggest advantage for our team is that Close combines CRM, calling, SMS, email and sales pipeline management in one platform. This significantly reduces the need to switch between multiple tools and helps our sales representatives stay focused on selling.

1. Built-in Dialler & Calling

2. Lead & Pipeline Management

3. Email, SMS & Calling in One Place4. Activity Tracking & Reporting

5. Automation & Workflows6. Integrations

The main benefit of Close for Foodhub is productivity and visibility. Our sales team can manage a high volume of outbound activity while managers have a clear view of what is happening across the pipeline. It also improves accountability. Because calls, activities and follow-ups are captured within the CRM, managers can accurately understand agent activity and identify where opportunities are being lost. For a high-volume telesales environment, having the CRM and dialler together is particularly valuable. It creates a more streamlined workflow and allows our team to move quickly from one prospect to the next.

What we like most about Close is that it is designed around the sales team's workflow rather than simply being a database of contacts. The combination of CRM + dialler + email + SMS + pipeline + reporting makes it a concrete platform for an outbound sales organisation.For Foodhub, Close has become an important part of our daily sales operation because it helps our team make more calls, manage leads more effectively, follow up consistently and maintain better visibility of the sales funnel.

Overall

Close CRM is particularly well suited to sales teams that rely heavily on outbound calling and structured follow-up. Its combination of communication tools, pipeline management and activity tracking makes it a strong all-in-one solution for managing a modern sales team. Review collected by and hosted on G2.com.

While Close CRM works very well for our outbound sales operation, there are a few areas where we feel it could be improved.

1. Advanced Reporting & Analytics

The standard reporting is useful, but for a high-volume sales team, we would like more advanced and customizable reporting options. Having deeper analytics around agent performance, conversion rates, call outcomes, funnel leakage and sales productivity would make it even more valuable for management.

2. Dialler Customisation

The built-in dialler is one of Close's strongest features, but additional flexibility around dialling strategies, campaign management, call dispositions and predictive-dialling functionality would be beneficial for larger telesales teams.

3. CRM Customisation

Close is relatively straightforward to use, but larger organisations may require more flexibility when creating custom fields, lead statuses, dispositions and complex sales workflows.

4. Integration Requirements

Although Close provides integrations and API capabilities, connecting it to a wider sales ecosystem can sometimes require additional configuration or third-party tools. More out-of-the-box integrations would make implementation easier.

5. Pricing at Scale

As a sales team grows, the per-user cost can become more significant. For larger teams with multiple sales functions, more flexible enterprise pricing options would be helpful.

Overall

These are relatively minor issues compared with the overall value Close provides. We would particularly like to see more advanced reporting, greater dialler flexibility and deeper customisation. If these areas continue to improve, Close could become an even stronger platform for high-volume sales organisations.nt Review collected by and hosted on G2.com.

I find it easy to make calls, send SMS messages, and send emails in Close. I like being able to check how many calls I make each day and search for a particular number. The call, report, and overview sections let me see my calls and compare my call count with my colleagues, so I can pace myself and keep track of how many people I’ve contacted. Setup was straightforward, and it was easy for me to find the icons. I think Close is a very good tool. Review collected by and hosted on G2.com.

I wish Close would give us a heads-up before changing the interface and let us know what’s changing. Sometimes we wake up to a completely different interface and feel lost about how to operate it. Review collected by and hosted on G2.com.

I like that Close is easy to use, and that the dialer is simple to use too. I get a few seconds to choose call outcomes, and it’s easy to move in and out of lists. I like having everything I need to know about a lead on one page, including calls, conversations, emails, and texts. I can look back at previous conversations, see what I can improve, and know what to bring up next time I contact a lead. I also like being able to put a task on a lead so I know when to contact them next. The inbox task bar is comfortable for me to use, and the initial setup was very easy. I think Close is one of the best CRM systems out there. Review collected by and hosted on G2.com.

I’d like to be able to see my tasks for a specific day by choosing a date on a calendar or filtering the task bar by date, so I can see how many tasks I have that day. Review collected by and hosted on G2.com.