G2

Sierra L.

Social Media Specialist

Marketing and Advertising

Mid-Market (51-1000 emp.)

9/29/2026

"Fewer leads getting lost between forms, DMs, and spreadsheets!"

5/5

What do you like best about Close?

Close Forms helped us bring lead capture and attribution into one place, instead of tracking campaign data in a spreadsheet and keeping conversations somewhere else. We use URL Parameter Tracking to save values like utm_source, utm_medium, and utm_campaign directly into Custom Fields, so we can trace each lead back to the campaign that generated it without having to rebuild that context later. We also rely on Custom Fields, Custom Activities, and Smart Views to track details like platform, content type, region, and intent. Custom Activities are especially helpful for interactions that don’t fit neatly into the standard activity types, such as a meaningful LinkedIn conversation or a lead coming in through another integration. The bigger win for us has been the feedback loop with social. A campaign can look great on CPL and still produce very little pipeline, and having both the source data and sales activity in the same CRM makes that visible much earlier. Workflows remove even more manual work. On Growth and Scale, we can trigger follow-up from a form submission, lead, contact, opportunity, or custom activity, and then send emails or SMS, create tasks, update records, or open opportunities. Workflow Goals also help us stop a sequence when someone replies, calls, or books a meeting, so a lead doesn’t keep receiving automated follow-up after they’ve already engaged. Review collected by and hosted on G2.com.

What do you dislike about Close?

The price increase becomes much more noticeable once automation is part of the requirement. Solo and Essentials can be a good fit for smaller teams that mainly need lead and contact management, but Workflows only start on Growth. If automation is central to your process, that’s a meaningful distinction, so I’d evaluate Close based on the workflow your team actually needs rather than focusing on the entry price alone. Review collected by and hosted on G2.com.

What problems is Close solving and how is that benefiting you?

We really saw the value during a Meta lead-generation campaign. We were getting plenty of form submissions, but even after two weeks we still couldn’t explain which ads were actually turning into real sales conversations. Marketing was tracking UTMs in a spreadsheet while sales worked entirely inside the CRM, so the connection basically disappeared the moment a lead was handed off. We replaced that setup with a Close Form on the landing page and saved utm_source, utm_campaign, and utm_content directly into Custom Fields. That way, every lead entered the CRM with its campaign context already attached. From there, a Workflow created the follow-up task, sent the first email, and automatically stopped the sequence if the person replied or booked a meeting. We also added a Custom Activity for leads that came in through social conversations outside the form. Within the first week, the difference was obvious. One campaign had a great CPL but was driving mostly low-intent responses, while another cost more per lead and generated far more qualified opportunities. Close gave marketing and sales a shared view of the lead from source through to conversation, which made the handoff cleaner and helped us optimize campaigns around pipeline quality instead of celebrating cheap leads that went nowhere. Review collected by and hosted on G2.com.