Verified User in Events Services
UE
Verified User in Events Services
Small-Business (50 or fewer emp.)
"Visually Clean, Always Improving"
5/5
What do you like best about Close?

It's visually clean and I really love that you guys are always changing things and updating things to make them easier and more helpful for us. Review collected by and hosted on G2.com.

What do you dislike about Close?

I feel like I am always asking for new things to be implemented but nothing ever comes of the ideas lol -- not really a dislike. Review collected by and hosted on G2.com.

Ryan Y.
RY
Ryan Y.
Executive Consultant (Sales Rep)
Mid-Market (51-1000 emp.)
"Easy Setup and Feature-Rich, But Redundant Functions Need Streamlining"
5/5
What do you like best about Close?

Simple user interface, easy to set up and blast campaigns, tons of features like HL. I like how it is organized in the right column. I love that it is web-based. The mobile app works pretty good, a lot better than Hubspot. Review collected by and hosted on G2.com.

What do you dislike about Close?

The redundancy. It would be better to only have one day to perform a function, not a half a dozen. Not knowing all the features and how to utilize them eats at me. I know I can learn more. I have tried to get on Youtube to learn more only to find out I do not have the admin privileges that I normally would and tend to give up on the task. Review collected by and hosted on G2.com.

Orlando B.
OB
Orlando B.
"Efficient CRM with Stellar Lead Management"
5/5
What do you like best about Close?

I really love the filtering system and how you can filter through different things, not just through the leads, but also the numbers. When was the last time this person was called, so I could go back to that date? It definitely gets me a lot more information to then fish and dig for some perfect leads. We all got excited as soon as we found out that Close is being used for our CRM. And, honestly, we love it. Review collected by and hosted on G2.com.

What do you dislike about Close?

I guess filtering it out could have been enhanced easier in a way to understand. But other than that, like, it's very good. Review collected by and hosted on G2.com.

Mariana D.
MD
Mariana D.
District Manager / Insurance Underwriter
"One-Stop Platform for Client Management"
5/5
What do you like best about Close?

I find Close very easy to navigate and use. The platform's user-friendly nature makes it simple for me to handle tasks efficiently. I love how everything, including email, is well integrated, making it easy to manage communications. The text campaigns, incoming calls, and app perform really well, especially when I'm away from my computer. It's incredibly helpful to access the entire lead sheet with full information on the go. Everything being accessible on one platform is just great for my workflow, allowing me to manage my clients, outbound dialing, and communications all in one place. Review collected by and hosted on G2.com.

What do you dislike about Close?

Sometimes when I'm on the iPhone version, the app doesn't let me see what phone number I'm texting from. Since I have multiple numbers and clients in different states, that'd be nice to be able to see, just the way I see it on my computer. Review collected by and hosted on G2.com.

Chris G.
CG
Chris G.
Sales Coach
"Effortless CRM, Outstanding Lead Engagement"
5/5
What do you like best about Close?

I love the ease of use. I think the platform is very aesthetically appealing and easy to navigate, and there's not a whole lot of headaches when it comes to figuring out the tech side. I also love that using Close, they optimize for leads. They actually drip it and use a method that's going to make it be the best deliverable type of engagement to our leads. Review collected by and hosted on G2.com.

What do you dislike about Close?

Sometimes there are a few bugs and hiccups that come up, such as duplicate leads or campaigns that don't launch correctly. Some of these things could probably be improved to make a smoother user experience. Review collected by and hosted on G2.com.

JV
Jeff V.
"Essential CRM for Streamlined Insurance Management"
5/5
What do you like best about Close?

I love how easy it is to keep everything organized with Close. The AI features are fantastic, especially the live speech-to-text conversion, which lets me instantly store important information shared by clients. I find it very fast and intuitive, which makes organizing my business a lot easier. I like that it organizes all of my clients in one database and keeps the policy information for each client, keeping my job running very smoothly. It also allows me to create new leads effortlessly. The initial setup was extremely easy. Review collected by and hosted on G2.com.

What do you dislike about Close?

Nothing Review collected by and hosted on G2.com.

Michael V.
MV
Michael V.
Solutions Specialist
Small-Business (50 or fewer emp.)
"Easy to follow CRM"
5/5
What do you like best about Close?

It's easy to use, and both leads and tasks are organized in a way that makes tracking simple. The integrations are impressive too, with LinkMatch being a particular favorite of mine. I really appreciate the task function—each day, I just check my inbox to see what needs to be done. When we first started, getting set up was effortless; with just one click, we were able to start using Close right away. Customer support has also been quite responsive. Review collected by and hosted on G2.com.

What do you dislike about Close?

So far, I haven't encountered any issues with this tool and am really enjoying using it. I use it every day to keep track of my tasks, and I haven't found anything to complain about yet. Review collected by and hosted on G2.com.

Cathy A.
CA
Cathy A.
Founder
Small-Business (50 or fewer emp.)
"Superior Layout and Easy Navigation with Powerful Customer Reach Features"
4.5/5
What do you like best about Close?

The layout is superior. I love how easy it is to navigate and read information. I love the different features it has as well in terms of customer reach. Review collected by and hosted on G2.com.

What do you dislike about Close?

I think not being able to customise the column size when I'm trying to sort and view specific leads is a bit of a turn-off. Review collected by and hosted on G2.com.

Heena M.
HM
Heena M.
subject matter expert
Enterprise (> 1000 emp.)
"One-Stop Solution with Seamless Integration"
5/5
What do you like best about Close?

I find integrating Close with tools like Calendly and Slack super easy and helpful. It's amazing how I can just put an icon on a Slack thread and it generates leads in Close. I love that I can do everything in one place without needing any other software to call or email, and I can make changes to lead information anytime. The integration with other apps to auto-add leads to Close also saves me a lot of time. The initial setup was easy because I watched various videos. Review collected by and hosted on G2.com.

What do you dislike about Close?

I wish it gives option to text as well as I can only call or email. Review collected by and hosted on G2.com.

JN
Jose N.
Director of operations
Small-Business (50 or fewer emp.)
"Close CRM keeps us sharp, fast, and focused"
5/5
What do you like best about Close?

Close is incredibly intuitive — the ease of use is one of its biggest strengths. From day one, our team could navigate the platform without training, and it’s made daily tasks feel effortless. The number of features is also impressive: everything from lead tracking to automated follow-ups is built in, but it never feels bloated. The ease of implementation was a pleasant surprise — setup was fast, and we didn’t need a long onboarding process. Plus, the ease of integration with our existing tools made adoption seamless. We use Close daily, and it’s become a central part of our workflow. Review collected by and hosted on G2.com.

What do you dislike about Close?

Honestly, very little. If anything, I’d love even more customization in reporting views. That said, the customer support team has been responsive and helpful whenever we’ve had questions — so even small issues get resolved quickly. Despite the rich feature set, Close stays fast and uncluttered, which is rare for CRMs. Review collected by and hosted on G2.com.