Close Reviews & Product Details

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.

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.

I like Close because it's pretty clean and simple with not too many buttons everywhere, which makes it easier to use. It's way cleaner and the UI/UX interface is better than any other CRM platform right now. Close is also easier to pick up compared to other CRMs, and as you use it more, the workflows and smart views become very intuitive. Overall, it's very good and miles better than the CRM we previously used. Review collected by and hosted on G2.com.

On the power dialer, sometimes it won't allow sending messages to certain leads, which is kind of annoying. Sometimes it says to just contact Close support whenever you dial them. Review collected by and hosted on G2.com.

Platform is easy to use and flows well for our inside and outside sales teams. Report generation is easy to use as well. Review collected by and hosted on G2.com.

I have yet to have any issues or find myself needing something it doesn't provide for my team and I. Review collected by and hosted on G2.com.

I find Close incredibly useful for tracking everything with easy-to-use smart views and simple filter adjustments. It's great for seeing where my deals are in the sales cycle. I love the call recording feature because it ensures I remember conversations. The phone application is handy, allowing me to work on the go. I appreciate how simple it is to use both the desktop and phone apps. Close is the easiest, most user-friendly, and most affordable CRM I’ve used. I also value the ease of tracking leads and data and the easy user interface. The initial setup was extremely easy. Review collected by and hosted on G2.com.

I wish they had a local ID calling ability instead of having to change my number every time I dial a different state. Review collected by and hosted on G2.com.

Close makes it really easy to manage and track all communication in one place. The built-in calling, email sync, and lead tracking are seamless, and the Smart Views save a lot of time when prioritising outreach. It’s fast, intuitive, and designed around actual sales workflows, not overcomplicated dashboards. Review collected by and hosted on G2.com.

The reporting side could be a bit more customisable, especially when it comes to team performance breakdowns and activity tracking. Sometimes filters or exports require a few extra steps. It’s nothing major, but more flexibility and visualisation options would make it even better. Review collected by and hosted on G2.com.

I love how easy it is to track multiple deals with Close, especially the drag-and-drop feature for the pipeline. I can easily update confidence stages, close dates, and associated contacts. It makes tracking multiple deals throughout various stages of the sales cycle and managing email communications and forecasting a breeze. Close has built a very nice in-line email editor into the lead. Probably one of my favourite things about the product. Review collected by and hosted on G2.com.

Tasks could be improved slightly. They're easy to manage, but working through tasks in a succinct linear fashion would be helpful. Instead of them just all appearing and clicking into them and completing, it would be great to be able to run through them more efficiently. Review collected by and hosted on G2.com.

I really like the layout of Close, as everything is easy to see and I can find leads and search them up effortlessly. I also appreciate that it's a very clean CRM system that helps when leads come in. One of my favorite features is the SMS templates, which allow me to send many messages quickly, helping me increase sales for the company. The search function is another feature I value because it helps me look up leads quickly and provides all the information I need about them in one space. Close is, in my opinion, the best CRM system out there and it's very easy to understand. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I use Close mainly to manage my sales flow for my small business and I love how easy it is to navigate. It's laid out in a way that's not overbearing or overwhelming, with a simple flow that lets me be successfully consistent in my follow-up. For instance, when working through my leads, I can click into the first lead, do what I need to do, and then press next to work on the very next one very easily. It flawlessly provides an easy spot to keep track of who I'm talking to, when I need to follow up, and what's the value of my pipeline for the month, which is great for forecasting. It's also a really easy way to save things like email templates for prospecting and onboarding new customers. I preferred the simpler UI of Close over others. I'd rate it 10/10 for any business with a small sales team that needs an easy and effective tool to track sales. Review collected by and hosted on G2.com.

Because it's a smaller product, it's not as integrated with my other programs as with other products in a similar space. Review collected by and hosted on G2.com.

Simple user interface, easy to set up and blast campaigns, tons of features like HL. I like how it is organized in the right column. I love that it is web-based. The mobile app works pretty good, a lot better than Hubspot. Review collected by and hosted on G2.com.

The redundancy. It would be better to only have one day to perform a function, not a half a dozen. Not knowing all the features and how to utilize them eats at me. I know I can learn more. I have tried to get on Youtube to learn more only to find out I do not have the admin privileges that I normally would and tend to give up on the task. Review collected by and hosted on G2.com.

I really love the filtering system and how you can filter through different things, not just through the leads, but also the numbers. When was the last time this person was called, so I could go back to that date? It definitely gets me a lot more information to then fish and dig for some perfect leads. We all got excited as soon as we found out that Close is being used for our CRM. And, honestly, we love it. Review collected by and hosted on G2.com.

I guess filtering it out could have been enhanced easier in a way to understand. But other than that, like, it's very good. Review collected by and hosted on G2.com.