I use Close for my marketing, and I really find the AI built-in to help with workflow build-out very helpful, especially since I'm not as savvy with technology. It's useful for creating workflows for leads, and I like that it helps remember when to reach out to new prospects, keeping me organized with my pipeline. Storing all communication with clients in one place, along with any attachments, is also a great feature. The AI can summarize communications for a quick catch-up, which is handy if I haven't been in a client file for a while. The preset workflow options and the ability to tweak them with AI step by step made the setup process easier. I also appreciate the integrations, which allow communication between other platforms, making Close a more powerful tool. The support function is very responsive and replies in a timely manner every time, even if I may not always understand what they say. Finally, Close was the most cost-effective solution after my research, and although you have to set up most everything yourself, it saves money.

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.

Close helps me keep track of patient enquiries and pending replies in one place. I manage diet consultations at a clinic and also get health-related messages online, so it is useful to see who contacted me and what needs to be done next. Earlier, I used to note things in different places and sometimes forgot to reply on time. I was able to start using Close without much effort. I added new enquiries, wrote short notes about the patient’s concern, and sent messages from the same screen. This saved time because I did not have to switch between different apps. I usually check it once or twice a day to see what is pending. For my work, I only need simple things like keeping notes, setting reminders, and replying to messages. Close covers these needs well and helps me manage clinic communication in a more organised way without making the process complicated.