Yona R.
YR
Yona R.
CEO
Small-Business (50 or fewer emp.)
"Simple, Easy-to-Use Software with an AI System I Love"
5/5
What do you like best about Close?

That's a simple easy software to use and I like their AI system in there Review collected by and hosted on G2.com.

What do you dislike about Close?

They're AI call system can only make calls not pick up receive calls but they're working on it and it should be just solced soon Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

Thank you, and I'm thrilled the AI is clicking for you! You're right that it handles outbound calls rather than inbound today, and I've passed that interest along to our product team again for you.

— Sydney

Tyler B.
TB
Tyler B.
Business Development
Small-Business (50 or fewer emp.)
"Easy Workflow Setup and Email Templates with Helpful Duplicate Lead Alerts"
4.5/5
What do you like best about Close?

Love being able to set up workflows and edit email templates within the workflow. Also love the feature that shows if I'm adding a duplicate lead. Review collected by and hosted on G2.com.

What do you dislike about Close?

My account has disconnected from my email provider multiple times. Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

Thank you, and workflows with built-in email templates and the duplicate-lead alert are favorites of mine too. Sorry about the email disconnects. Support are ready to help if you run into issues again (support@close.com).

— Sydney

Xolani R.
XR
Xolani R.
Small-Business (50 or fewer emp.)
"Streamlined Client Management with Seamless Integrations"
4.5/5
What do you like best about Close?

I like Close for managing clients and potential prospects effectively. It automatically links with Highbridge to help determine qualified and unqualified clients, which is really convenient. The system is very user-friendly, and I like everything about it for that reason. Once set up with my email, I get access to everything, and the integration with other tools is straightforward, which makes things fair and easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

I think, with the tabs, it's just to make the tabs clearer and to divide the subtitles in a manner where it's easy to navigate through the tool or system. Review collected by and hosted on G2.com.

Jonathan C.
JC
Jonathan C.
Senior Account Executive
Small-Business (50 or fewer emp.)
"Easy to Use CRM with Room for Improvement"
3.5/5
What do you like best about Close?

I find Close easy to use and navigate, and it's not so robust that it takes 20 clicks to get something done. I like that templates are easy to create, and the system updates every thirty days or so, which is nice for keeping things fresh. I really appreciate the speech-to-text feature from the laptop, which captures information efficiently. It's also straightforward because I can sign in through Gmail using a work email. Additionally, integrating with my mailbox is very good. I use the tasks feature and send messages often, and having templates to create and add to as I go is something I use very often. Review collected by and hosted on G2.com.

What do you dislike about Close?

Their mobile app could be a little bit easier to navigate. I wish they had a calendar function where you could see at what time your tasks are due, versus a list function. Review collected by and hosted on G2.com.

daniyal z.
DZ
daniyal z.
AI Consultant
Small-Business (50 or fewer emp.)
"Intuitive UI, Smooth Performance, and Great Value"
5/5
What do you like best about Close?

Easy-to-use, intuitive UI, friendly onboarding, high performance, and good value for money. Review collected by and hosted on G2.com.

What do you dislike about Close?

I have yet to find any problem because the features that I have been using are working smoothly; just sometimes, the pipeline status change works slowly. Otherwise, no other problem has been encountered. Review collected by and hosted on G2.com.

Verified User
G
Verified User
"Efficient CRM with Seamless Task Management"
5/5
What do you like best about Close?

I find Close very helpful for staying organized with my contact lists and industry contacts. The feature of adding tasks to each individual contact to follow up or set a meeting is great, and having these tasks show up in my 'inbox' really helps me manage my daily and weekly to-do lists. It keeps me on top of my outreach by allowing me to follow up with calls or emails. I also integrated Close with my Outlook, and the initial setup was very easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

When I sort leads by a specific status and open one, then return to the previous tab, the sorting resets and the leads no longer stay filtered. To work around this when updating multiple leads, I've been opening each one in a new tab so the changes save correctly. This works, though it's a bit inefficient since it requires managing several tabs at once. Not a huge issue. Review collected by and hosted on G2.com.

OE
Oge E.
Sales Development Representative
Small-Business (50 or fewer emp.)
"Effortless Sales Management with Intuitive Features"
5/5
What do you like best about Close?

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.

What do you dislike about Close?

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.

Rashad H.
RH
Rashad H.
Small-Business (50 or fewer emp.)
"Streamlined Sales CRM with Autodialer Efficiency"
3.5/5
What do you like best about Close?

I find Close to be a very good tool for complete sales and outbound efforts. I like that it helps with speed to lead, mainly due to the autodialer feature, which is probably my favorite. I also appreciate how it allows for automated sequences for the dialer, making it efficient. Another aspect I really like is how notes are organized right under the autodialer. It shows a complete profile every time you're talking to a new contact, which helps to keep everything together and the CRM clean. The interface is designed to keep everything pretty straight and narrow, making it easy to document conversations. I also love the feature that includes the transcript of the call. This organization helps us stay aware and keep sales efforts on point. Additionally, the initial setup of Close was very, very easy, which was a big thing for me. Review collected by and hosted on G2.com.

What do you dislike about Close?

The only time I had a problem with Close was when I couldn't integrate it with lead generation tools like Apollo. That really bothered me because I feel like that would have been the sequence that I would have absolutely loved. If I could have connected the two somehow through integration, then that data would have been very powerful to work with. Review collected by and hosted on G2.com.

Shariq W.
SW
Shariq W.
Founder
Small-Business (50 or fewer emp.)
"Intuitive CRM for Sales Teams with Room for More Automation"
5/5
What do you like best about Close?

I like the user interface and user experience of Close because everything's intuitive and designed specifically for high ticket sales teams. It's a reliable CRM tool that allows my sales team to do their job better and live up to our sales team standards. Close also has a better CRM for calling and dialing, which is a significant advantage. Review collected by and hosted on G2.com.

What do you dislike about Close?

There should be a little bit more automations inside, and more things to play around with, like, AI automations, being able to send blue text messages inside. Being able to send follow-ups via AI based on replies coming in would be nice. The initial setup was a little bit difficult, especially understanding the UI and where things are. Review collected by and hosted on G2.com.

Andre O.
AO
Andre O.
Mid-Market (51-1000 emp.)
"Time-Saving Accuracy with Minor Learning Curve"
5/5
What do you like best about Close?

I like the accuracy in the numbers Close provides after work, so I don’t have to start counting manually. It saves me a lot of time because I get access to accurate numbers that allow me to do many other things. Close also helps by differentiating and filtering calls, allowing me easy access to the call sections I want, which saves time and effort. Review collected by and hosted on G2.com.

What do you dislike about Close?

Sometimes the terminology used in Close can be tricky. Some terms are similar to each other, making it hard to differentiate them. They need to be more specific with most of the terms. Review collected by and hosted on G2.com.