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 my leads with a clear view of every contact's history and actions taken. The transition from tools like HubSpot, which felt clunky and heavy, to Close has been refreshing as it provides an immediate and actionable view of each lead. I find it the best CRM for cold outreach en masse and lead generation. I really like the view and design of the tool; it feels very light to use. It's also very responsive and has tons of integrations. I love how it makes the brain fog of a heavy tool disappear and saves so much time navigating. I also found the initial setup of Close to be easy, definitely worthy of 5 stars. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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 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.

Being able to quickly look up contact records and immediately see our full interaction history makes managing client outreach feel seamless. With easy access to complete call recordings and accurate conversation transcripts—for both my calls and my team’s—it’s much easier to stay on top of every conversation and make sure no small detail gets missed. Review collected by and hosted on G2.com.

We’ve experienced occasional service disruptions, where the platform goes down or performance lags affect the entire team. Review collected by and hosted on G2.com.

Close helps me keep track of patient enquiries and pending replies in one place. I manage diet consultations at a clinic and also get health-related messages online, so it is useful to see who contacted me and what needs to be done next. Earlier, I used to note things in different places and sometimes forgot to reply on time.

I was able to start using Close without much effort. I added new enquiries, wrote short notes about the patient’s concern, and sent messages from the same screen. This saved time because I did not have to switch between different apps. I usually check it once or twice a day to see what is pending.

For my work, I only need simple things like keeping notes, setting reminders, and replying to messages. Close covers these needs well and helps me manage clinic communication in a more organised way without making the process complicated. Review collected by and hosted on G2.com.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

It’s easy to create email sequences and add prospects. Overall, it’s a great CRM, and I wish we could continue using it. Unfortunately, my company decided to build its own internal CRM. Review collected by and hosted on G2.com.

The calling feature can feel a little sluggish at times, but it works excellently with the autodialer. The user interface is also a bit different compared to other CRMs, so it takes some time to get used to. Once you do, though, you should be good to go. Review collected by and hosted on G2.com.