Matt P.
MP
Matt P.
CEO
Small-Business (50 or fewer emp.)
"Effortless CRM with Intuitive Features"
5/5
What do you like best about Close?

I really like that Close is very simple to use and doesn't require much training or hiring a sales ops team to manage. I enjoy using the messaging feature to communicate with my team about deals, and it's great that I can comment on a lead or opportunity and it automatically emails the owner and anyone I @mention. The initial setup was very easy; I just connected Google Workspace and it started working automatically. Review collected by and hosted on G2.com.

What do you dislike about Close?

I wish it integrated with Slack without having to pay Zapier. Review collected by and hosted on G2.com.

Response from Sam Wild of Close

Thanks, Matt! We appreciate your great review.

Tony L.
TL
Tony L.
Account Manager
Small-Business (50 or fewer emp.)
"Flexible Customer & Lead Management That Delivers"
5/5
What do you like best about Close?

Flexibility in managing my customers and leads. I like the ability to track emails. I can send emails directly from Close to my clients and am able to show the history. Review collected by and hosted on G2.com.

What do you dislike about Close?

I can create reports taht show conversion rates, pipeline, and call activity. I am learning more about cutom reports as I continue to use the plaform Review collected by and hosted on G2.com.

Andreas R.
AR
Andreas R.
Director
Small-Business (50 or fewer emp.)
"Keeps Us on the Same Page for Work Projects Every Day"
5/5
What do you like best about Close?

My wife and me use close daily to manage our work projects. we always use it so we're always on the same page about what stage we're at Review collected by and hosted on G2.com.

What do you dislike about Close?

It took me a while to understand how to get a phone number working but once i did it was all easy from there. Review collected by and hosted on G2.com.

CH
Claire H.
Senior Associate, Business Development
Small-Business (50 or fewer emp.)
"Incredibly Efficient for Managing The Sales Funnel to Help Understand Customer Needs More Accurately"
5/5
What do you like best about Close?

Great platform to track sales related activities with an easy to follow sales process which helps manage our sales funnel of prospects in a great way and I like it effectively links directly to prospects messages to capture the interactions in the sale process. Review collected by and hosted on G2.com.

What do you dislike about Close?

All its aspects are fulfilling and always meets their purpose so there is nothing I can mention as a dislike at this time. Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

Thank you! Keeping every prospect interaction captured right next to the deal is exactly how it should work, and I'm so glad it's helping you manage the funnel.

— Sydney

Juan  B.
JB
Juan B.
Acquisition Specialist
Small-Business (50 or fewer emp.)
"Revolutionized Lead Management with Ease"
5/5
What do you like best about Close?

I use Close for my personal work in real estate and it's very complete. I love how it makes everything easier by automating tasks. The automatic call transcription feature is just amazing since other platforms don't have it, and it allows me to read the parts I need without listening to the whole call. It's pretty much the best app I have ever used. The initial setup was very easy and straightforward, which I really appreciate. Review collected by and hosted on G2.com.

What do you dislike about Close?

Anything I think is the best app I have ever used Review collected by and hosted on G2.com.

Verified User
G
Verified User
Small-Business (50 or fewer emp.)
"Simple Yet Powerful CRM for Client Management"
4/5
What do you like best about Close?

I really like that Close is a simple platform, which has made it easy to use for almost eight years now. It's incredibly efficient for follow-ups, keeping track of clients, and remembering conversations we've had. The app is super easy to use, especially when I'm on the road, which makes things great. It allows me to see recent conversations with clients, know when I last emailed them, see their points of contact, and how we met each other. Review collected by and hosted on G2.com.

What do you dislike about Close?

There are costly features for texting and calling from the app that I'm trying to understand to the best of my abilities. I haven't seen a feature that shows when emails are opened. I'm also trying to figure out how to integrate messages received on other platforms. Review collected by and hosted on G2.com.

Virginie C.
VC
Virginie C.
Consultant indépendant
Small-Business (50 or fewer emp.)
"Close is the perfect software for tracking leads and sales as a team."
5/5
What do you like best about Close?

We can't forget anything and the follow-ups are really powerful with scheduled tasks, emails, and sequences, everything is possible, it's really the best! Really easy to use. Close team monitoring, so that everyone is well supervised and takes responsibility. Review collected by and hosted on G2.com.

What do you dislike about Close?

Honestly, I have nothing to say on this level, maybe the inability to send many messages at the same time. Review collected by and hosted on G2.com.

Chase Leigh P.
CP
Chase Leigh P.
Operations Manager
Small-Business (50 or fewer emp.)
"All-in-One Calling & Sequencing Saves Time"
3.5/5
What do you like best about Close?

The built-in calling and email sequencing inside the same UI. I don’t need a separate dialer or outreach tool — everything logs automatically, which saves me at least 5–10 hours a week on admin Review collected by and hosted on G2.com.

What do you dislike about Close?

The reporting and analytics aren't very customizable compared to other CRMs. Also, the mobile app is fine for quick checks but clunky for real work, and the email text editor feels too basic Review collected by and hosted on G2.com.

Steven H.
SH
Steven H.
Fiber sales
Small-Business (50 or fewer emp.)
"Boosts Calling Efficiency, Simple Setup"
4/5
What do you like best about Close?

I like the power dialer; it helps a lot in getting through a high volume of calls. The initial setup of Close was very simple, making it easy to start using the tool. Review collected by and hosted on G2.com.

What do you dislike about Close?

I think it would be nice to have a previous button on the power dialer in case I skip a lead I didn't mean to. Review collected by and hosted on G2.com.

Zygimantas K.
ZK
Zygimantas K.
Dialler
Small-Business (50 or fewer emp.)
"Intuitive CRM with Stellar UI, Minor Integration Hiccups"
4.5/5
What do you like best about Close?

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.

What do you dislike about Close?

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.