Close Reviews & Product Details

What I like most about Close is how simple and intuitive it is to use. Everything I need.....calls, emails, follow-ups, and pipeline tracking is in one place, which makes it easy to stay organized and move quickly. I also really appreciate how it’s built with sales teams in mind, especially the calling and automation features, because they help me stay productive without feeling overwhelmed. Review collected by and hosted on G2.com.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

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.

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.

I like that Close keeps all the conversations I have with a certain client or lead in their tab and separates them if they were different conversations. I also like that it keeps all files we exchanged in a separate tab. As I run a print shop, it's very important to have a clear view when I send my clients designs that they need to approve. Close makes it easy to track which version they approved, especially with the files tab functionality. The initial setup was very easy, and I figured everything out instantly. Review collected by and hosted on G2.com.

I would love to use Close for cold calls as well, but it doesn't support Serbian (+381) number, so I can't. I can but people will think I'm a scammer if I don't have a Serbian number. I would love if they added support for Serbian (+381) number. Review collected by and hosted on G2.com.

Platform is easy to use and flows well for our inside and outside sales teams. Report generation is easy to use as well. Review collected by and hosted on G2.com.

I have yet to have any issues or find myself needing something it doesn't provide for my team and I. Review collected by and hosted on G2.com.

I use Close to manage and streamline my sales pipeline. It helps me track leads and manage deals, keeping all communications, calls, emails, and notes in one place. I love how sales-focused and intuitive it is, especially with the built-in calling and email features because they let me communicate with prospects directly from the platform. The automatic call logging, email tracking, and activity history are great for maintaining a complete record of every interaction. I appreciate the clean, customizable pipeline view that gives me instant visibility into where deals stand and what needs attention next. Plus, the powerful search and filtering make it simple to prioritize leads, segment accounts, and stay organized. The onboarding process is intuitive, making it simple to get started without requiring much technical knowledge. Review collected by and hosted on G2.com.

While the existing reports are useful, they can feel a bit limited when you want highly customized views or more advanced dashboards. Having more drag and drop reporting or deeper analytics would make performance tracking and forecasting even easier. In addition, the interface is clean, but managing a large number of leads can feel information dense. More layout customization or collapsable views could help tailor the experience for different workflows. Review collected by and hosted on G2.com.

I find Close incredibly useful for tracking everything with easy-to-use smart views and simple filter adjustments. It's great for seeing where my deals are in the sales cycle. I love the call recording feature because it ensures I remember conversations. The phone application is handy, allowing me to work on the go. I appreciate how simple it is to use both the desktop and phone apps. Close is the easiest, most user-friendly, and most affordable CRM I’ve used. I also value the ease of tracking leads and data and the easy user interface. The initial setup was extremely easy. Review collected by and hosted on G2.com.

I wish they had a local ID calling ability instead of having to change my number every time I dial a different state. Review collected by and hosted on G2.com.

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.

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.

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.

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.

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.

Nothing Review collected by and hosted on G2.com.

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.

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