Ruel d.
RD
Ruel d.
"Comprehensive CRM with Exceptional Usability"
5/5
What do you like best about Close?

I like Close because it's all there, with the email and the calls integrated. It's very easy to use, and it allows me to efficiently follow up with clients through email, even if the call is disconnected or not finished. This helps me see if they are interested in our offerings. I don't have any problems using Close, and I'd love to share it with other companies or colleagues as it might be useful to them. Also, the initial setup of Close is very easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

I think there should be an option for text messaging. Review collected by and hosted on G2.com.

Kevin V.
KV
Kevin V.
Account Manager
Small-Business (50 or fewer emp.)
"Overall, very good CRM and Dialer"
5/5
What do you like best about Close?

The user end for me and for my callers has been very easy. Everything is at hand, from emails to notes, without having to fumble around to find them. The smart views are dynamic and make sure that the leads I call are during their local business hours. Customer support always gets back to me very quickly when I have a question. Review collected by and hosted on G2.com.

What do you dislike about Close?

As amazing as the front end is, the back end does need some work. The hierarchy between the super admin account and sub accounts is not quite there yet. Before Close, I was used to being able to log in as a super admin and being able to change the settings for sub-users. On Close, those settings have to be changed while logged in to the actual sub-user account. Last I reached out about this a few days ago, they said they are working on it. Review collected by and hosted on G2.com.

Milan S.
MS
Milan S.
"Efficient Tracking and Seamless Integrations with Close"
4/5
What do you like best about Close?

I like that Close is simple and user-friendly, which makes it easy for my team and me to navigate and utilize its functionalities effectively. It's constantly evolving with technology, which keeps it modern and relevant. I particularly appreciate its capacity to integrate seamlessly with advanced AI tools like JetGPT and OpenAI. This integration capability extends to connecting with other different APIs we use, enhancing our workflow and productivity. This feature is crucial for us as it allows easier data analysis and lets us perform more complex tasks by utilizing diverse data sources. I also find the initial setup process to be very easy and fluent, particularly in connecting our GSuite to Close, which further simplifies the overall experience. Overall, Close provides us with a streamlined, technologically advanced platform that perfectly fits our operational needs. Review collected by and hosted on G2.com.

What do you dislike about Close?

I would like to see more flexibility in the opportunity segment of Close and to have the ability to customize it further to meet specific needs. Review collected by and hosted on G2.com.

Amitoj S.
AS
Amitoj S.
Vice President
Mid-Market (51-1000 emp.)
"Helps organise client work and sales outreach effectively"
4.5/5
What do you like best about Close?

Working with various clients and large teams, it helped me stay on top of all activities and keep track of what was happening. Review collected by and hosted on G2.com.

What do you dislike about Close?

Nothing major to note so far. Overall, it’s been helpful. Review collected by and hosted on G2.com.

Anthony A.
AA
Anthony A.
"Streamlined Calls and Pipeline Management"
5/5
What do you like best about Close?

I love how Close simplifies the process of making calls and managing my outbound prospecting. It stands out because it avoids unnecessary complexity and bloat, common in many other CRMs, by offering a simple and useful interface that enhances my workflow. The integrated calling infrastructure makes it easy to handle pipelines efficiently, and the unified inbox further contributes to a seamless experience. It has just the right amount of features to genuinely help me organize and manage my pipeline tasks effectively. Additionally, I found the initial setup to be straightforward, thanks to the comprehensive tutorials that made the process easy and accessible. As a result, if the objective is cold calling and managing an outbound pipeline, I would highly recommend Close, giving it a perfect 10 out of 10. Review collected by and hosted on G2.com.

What do you dislike about Close?

I think it would be beneficial to have the ability to book meetings directly within Close. Currently, while there is calendar integration for keeping up with meetings, it doesn't allow booking them directly from the platform. This capability would enhance productivity by enabling me to schedule appointments seamlessly, especially during calls. Review collected by and hosted on G2.com.

Matt Mehmet S.
MS
Matt Mehmet S.
Co-founder, Chief Technology Officer
"AI-Driven CRM with Intuitive Features"
5/5
What do you like best about Close?

I love that Close is simple and has powerful AI features. It helped us with organizing our sales process and provides awesome dialer tools and AI notes to keep us organized. It also has a lot of cool features that other CRMs don't have. I love everything about Close. The initial setup was easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

I think just giving more value for the buck without upgrading or doing other addons. For example, they provide some of their features with limitations and you need to upgrade, and as you upgrade it is expensive on a per seat level. Review collected by and hosted on G2.com.

John S.
JS
John S.
Sales Executive
Small-Business (50 or fewer emp.)
"Easy Setup for Marketing Workflow Email Campaigns"
4.5/5
What do you like best about Close?

Easy to set up marketing workflow email campaigns. Review collected by and hosted on G2.com.

What do you dislike about Close?

I would like it if more companies used Close. Review collected by and hosted on G2.com.

Konjengbam  M.
KM
Konjengbam M.
BDR
Financial Services
Mid-Market (51-1000 emp.)
"Effortless Workflow Automation with a User-Friendly Interface"
4.5/5
What do you like best about Close?

I love this platform for its workflow automation as it saves ton of times and resources improving the overall efficiency of the team. The platform have a very user friendly interface which is very easy for first time user to adapt. Review collected by and hosted on G2.com.

What do you dislike about Close?

Frankly saying this platform is really good but I wish that the price was little little high though not much. To be very effecting in using this platform the user need to give some time in learning about the capabilities of the platform. Review collected by and hosted on G2.com.

Jakub S.
JS
Jakub S.
"Effortless Lead Management with Few Glitches"
4.5/5
What do you like best about Close?

I love how Close solves the complexity of managing leads and makes it incredibly easy to manage them within the CRM. I appreciate its simplicity which streamlines my daily tasks. Close is the perfect CRM for handling high-ticket sales, making my workday significantly easier and faster compared to using other CRMs. Its professional and accessible nature is a huge plus for me. I also find that the setup is straightforward and doesn't require much effort, allowing me to get started quickly. Review collected by and hosted on G2.com.

What do you dislike about Close?

Sometimes, Close experiences lag and becomes unresponsive when handling lead profiles. Additionally, when I exit a lead profile to return to my dialing list, the list resets entirely, which disrupts my workflow. Review collected by and hosted on G2.com.

Jack H.
JH
Jack H.
"Streamlined Cold Calling with Seamless CRM Integration"
5/5
What do you like best about Close?

I appreciate how Close streamlines our cold calling operations, ensuring my sales team never lets a deal slip through the cracks, which optimizes our workflow and efficiency. The built-in numbers feature is incredibly convenient, allowing my staff to call leads directly from the CRM system, making outreach a seamless process. Additionally, the robust task feature ensures that my team never misses a required follow-up by providing a dedicated section for it. I also find the unique flow of opportunity creation in Close refreshing compared to other CRMs we’ve used, enhancing the way we handle our sales processes. The integration with calendars and platforms like Zoom simplifies coordination and communication. Switching from Pipedrive to Close has been beneficial as Close is more tailored toward sales rather than project management. The initial setup was very easy for us due to our tech-savviness, and I really value the customer support which is consistently helpful and provides same-day responses. Review collected by and hosted on G2.com.

What do you dislike about Close?

I don't like the restrictive file size limits for imports in Close, which complicates the process of uploading tens of thousands of leads at once. This necessitates the use of a CSV splitter, adding an extra step that could be avoided with a higher file limit. Review collected by and hosted on G2.com.