I mainly use Close to keep track of my sales pipeline, manage leads, and stay on top of follow-ups, which makes it easier to handle conversations with prospects. Close helps me avoid missing follow-ups and keeps all my customer details from getting scattered, bringing everything into one place so I can stay organized, respond on time, and focus more on closing deals. What I like most about Close is how easy and natural it feels to use. Everything, like emails, calls, and notes, is in one place, making it much simpler to manage. The setup of Close was pretty straightforward for me, and I was able to get started quickly and import my data without much problem. Review collected by and hosted on G2.com.

I think all are good but one thing I’ve noticed is that the customization options can feel a bit limited at times. Review collected by and hosted on G2.com.

I use Close to reach out to new, potential clients and maintain regular communication with my existing contacts. It's great that I can quickly find contact information and review all of my recent interactions, which helps me keep track of everything. I really appreciate being able to hear recordings of my phone calls or see a transcript of past conversations, whether they're mine or my teammates'. It’s important to have small details clearly documented. I also find setting it up straightforward. Review collected by and hosted on G2.com.

There have been quite a few times when Close service has been out and/or impaired for our entire team. This has proven to be very difficult, since we rely on Close for our important communications. It would be nice to have an easier way to record service issues, so that we can report them and get them fixed ASAP. Our team sometimes has trouble recording and sharing issues with Close customer service. Review collected by and hosted on G2.com.

I like using Close to set appointments because it seems to save me time. I appreciate that Close suggests ways to save time and make my work more efficient, like suggesting using AI for tasks that slow me down. The initial setup was very easy. Review collected by and hosted on G2.com.

i did not have a dislike Review collected by and hosted on G2.com.

The best thing about this Close CRM platform is that its sales focused execution. Where, unlike the generic CRMs out there, this CRM is specifically built for inside sales teams, where it has this built-in call feature, email, SMS and email, all in one single platform. Their ability to make calls directly from CRM helps us to track the conversations and update our crm for next-level action items for our internal teams for every lead. Their interface is also fast and responsive. Review collected by and hosted on G2.com.

This platform is strong for sales engagement activities, but it is also less flexible when it comes to customisation compared to other broader CRM platforms. Their reporting and analytics are also not as advanced as other enterprise platforms out there in this space. Also, for deeper marketing automation and complex workflows, this CRM might not be the perfect tool out there, since this is very sales-focused. Review collected by and hosted on G2.com.

I think Close has been probably the best tool we've used so far. It handles the amount of leads we get on a daily basis and manages calls and texts more efficiently than any platform we've ever used. We're all very happy with it, as I haven't heard any complaints from anyone in the company. Close solves a lot of sorting problems with leads, like identifying which are freshest, and keeps older leads in the system for follow-up. We've noticed a huge increase in sales since using Close because it makes it easier to communicate with leads. I find it very easy to use, and overall, it's just a great platform without any complaints whatsoever. The initial setup was extremely easy; it took me maybe five to ten minutes to learn, and then I was basically a pro. Also, integrating Close with Trellis has made contacting leads extremely easy compared to what we were doing before. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

The different tracking options for clients, including notes, conversations, etc. That way I can pop in on a lead or client and get a clear picture fast. Review collected by and hosted on G2.com.

The lack of an obvious "history" function, where I can see who i just got off the phone with earlier. I'd love an ongoing history of not just client and appointment, but summary of what i did (call, notes, etc) Review collected by and hosted on G2.com.

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

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.

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.

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

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.

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.

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.

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.