Jordan R.
JR
Jordan R.
Sales
Small-Business (50 or fewer emp.)
"Effortless Sales Management with Seamless Communication"
5/5
What do you like best about Close?

Close makes it really easy to manage and track all communication in one place. The built-in calling, email sync, and lead tracking are seamless, and the Smart Views save a lot of time when prioritising outreach. It’s fast, intuitive, and designed around actual sales workflows, not overcomplicated dashboards. Review collected by and hosted on G2.com.

What do you dislike about Close?

The reporting side could be a bit more customisable, especially when it comes to team performance breakdowns and activity tracking. Sometimes filters or exports require a few extra steps. It’s nothing major, but more flexibility and visualisation options would make it even better. Review collected by and hosted on G2.com.

Jake M.
JM
Jake M.
"Effortlessly Manages Sales with Room for Task Improvements"
5/5
What do you like best about Close?

I love how easy it is to track multiple deals with Close, especially the drag-and-drop feature for the pipeline. I can easily update confidence stages, close dates, and associated contacts. It makes tracking multiple deals throughout various stages of the sales cycle and managing email communications and forecasting a breeze. Close has built a very nice in-line email editor into the lead. Probably one of my favourite things about the product. Review collected by and hosted on G2.com.

What do you dislike about Close?

Tasks could be improved slightly. They're easy to manage, but working through tasks in a succinct linear fashion would be helpful. Instead of them just all appearing and clicking into them and completing, it would be great to be able to run through them more efficiently. Review collected by and hosted on G2.com.

Verified User in Consulting
AC
Verified User in Consulting
Small-Business (50 or fewer emp.)
"CRM platform ideal for small businesses that streamlines our email outreach"
4/5
What do you like best about Close?

The workflows are relatively easy to manage and maintaining the flow is relatively seamless. We are able to combine several lists into one workflow which is nice. Review collected by and hosted on G2.com.

What do you dislike about Close?

We joined at a certain membership level, but almost immediately they rolled out a new membership system and we ended up paying a lot more than we wanted to. I also don’t like how cumbersome it is to upload lists—there’s still some manual entry involved, which is a major pain. Review collected by and hosted on G2.com.

Matthew N.
MN
Matthew N.
"The Ultimate CRM for Effortless Sales"
5/5
What do you like best about Close?

I really like the layout of Close, as everything is easy to see and I can find leads and search them up effortlessly. I also appreciate that it's a very clean CRM system that helps when leads come in. One of my favorite features is the SMS templates, which allow me to send many messages quickly, helping me increase sales for the company. The search function is another feature I value because it helps me look up leads quickly and provides all the information I need about them in one space. Close is, in my opinion, the best CRM system out there and it's very easy to understand. Review collected by and hosted on G2.com.

What do you dislike about Close?

Nothing Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
"Coherent, Intuitive, and Fast—Native Dialer and Smart Views Shine"
4.5/5
What do you like best about Close?

native dialler, smart views. overall how coherent intuitive and easy it is to use it makes a lot of sense not overcomplicated. also everything loads quickly Review collected by and hosted on G2.com.

What do you dislike about Close?

dialer needs more customization, and conversation visibikity settings need ,pre customizeability Review collected by and hosted on G2.com.

EJ
Ebebreh J.
"Effortless Lead Management and Automation"
5/5
What do you like best about Close?

I love Close's email automation and sales analytics. It makes follow-ups effortless and helps me optimize my sales strategy. The email automation saves me tons of time as I can just set it up once. The sales analytics feature is great because it helps me spot trends and focus on high priority deals. I also appreciate how quickly I was able to get started with the guided tour—setting up took only about 10 minutes. Additionally, Close offers better email integration and automation features compared to the tool we used before, Pipedrive. Review collected by and hosted on G2.com.

What do you dislike about Close?

I find Close's customization options for reports lacking sometimes; I need more specific data views. Review collected by and hosted on G2.com.

NK
Noel K.
Senior Account Executive
Small-Business (50 or fewer emp.)
"Incredibly Effective for Tracking Accounts From Opportunity Through to Sale From a Single Dashboard"
5/5
What do you like best about Close?

The platform’s lead and opportunity management features provides a clear view of the sales pipeline enabling us to prioritize prospects, perform deal stage analysis and automate follow-ups. Review collected by and hosted on G2.com.

What do you dislike about Close?

There are no notable downsides to this platform all the features are reliable and it is great for straightforward sales processes. Review collected by and hosted on G2.com.

Response from Sydney Nielsen of Close

Thank you! Spotting stalled deals before they slip away is exactly what those complete customer histories are for, and I'm glad Close is keeping every prospect moving.

— Sydney

MB
Marcos B.
"Streamlined Communication, Seamless Workflow"
4/5
What do you like best about Close?

I like how Close packs core sales workflows into one place with built-in calling, SMS, and emails. The smart views with saved search filters act like custom lists, making it really efficient. I enjoy the inbox style interface—it’s like a daily sales inbox that keeps everything streamlined. The clean, fast UI is also a big plus for me; there’s no clutter, and it’s speed-focused and customizable. The initial setup was easy and smooth, and I'd rate it 8 because it’s excellent for teams doing high volume outbound calls and emails. Review collected by and hosted on G2.com.

What do you dislike about Close?

I don't like the limited automation depth, sales-only focus, and that the pricing scales poorly. Review collected by and hosted on G2.com.

Sam A.
SA
Sam A.
"Perfect for Small Teams with Intuitive UI"
5/5
What do you like best about Close?

I use Close mainly to manage my sales flow for my small business and I love how easy it is to navigate. It's laid out in a way that's not overbearing or overwhelming, with a simple flow that lets me be successfully consistent in my follow-up. For instance, when working through my leads, I can click into the first lead, do what I need to do, and then press next to work on the very next one very easily. It flawlessly provides an easy spot to keep track of who I'm talking to, when I need to follow up, and what's the value of my pipeline for the month, which is great for forecasting. It's also a really easy way to save things like email templates for prospecting and onboarding new customers. I preferred the simpler UI of Close over others. I'd rate it 10/10 for any business with a small sales team that needs an easy and effective tool to track sales. Review collected by and hosted on G2.com.

What do you dislike about Close?

Because it's a smaller product, it's not as integrated with my other programs as with other products in a similar space. Review collected by and hosted on G2.com.

Austin S.
AS
Austin S.
Small-Business (50 or fewer emp.)
"User-Friendly and Affordable Lead Management"
5/5
What do you like best about Close?

I like how Close is really easy to use. It's user-friendly, and I appreciate that it isn't really that expensive. It's a good system for generating and sorting leads, which is a definite advantage. Additionally, the initial setup was very easy as I had no problems with it. Review collected by and hosted on G2.com.

What do you dislike about Close?

Maybe the filter sometimes can get a little tricky, but after you get used to it, there's no problems using it. Review collected by and hosted on G2.com.