Close Reviews & Product Details

The auto Dialer makes it easy to work on other outbound strategies while automatically making calls. This tool allows you to be more efficient. Less work, more calls!

It would be nice if the dialer could make more than one call at a time. To be able to dial for example 10 times and have only the connects come in would be lit!

Close is solving me having to manually dial.

The fact it's easy and simple to use, it organises all my tasks in one place and makes my life easier when it comes to prospecting

No patch updates, it would be great to see in the future.

Organisation is key and Close.io allows me to closely track prospects and keep a record of previous convocations all in one place

Smartviews in Close have entirely refreshed our pipeline system, increased user productivity, and more. The Power Dialer keeps us answering leads promptly, and overall it's feature-packed.

Some slight issues with sorting such as there not being any option to sort by specific discrete time periods, and after an hour all times are rounded everywhere.

Close primarily serves to lighten our outgoing dial weight-load while providing organization tools that blow GHL out of the water. We're still getting used to everything but are confident that we'll see increased productivity once integerated.

Sales Team collaboration and administration

Finding my sent email folder wasn't easy

Yes, with Close we are able to Improve sales team collaboration Team administration Organizing work flows Sales outreach planning Email marketing and tracking

Speed and ease of use. Intuitive dashboard design

The opportunities layout - sometimes makes it look too crowded

Close is solving the problem of continues followups - automating that process.

I like the ability close not only has the reminders to hold our current leads but also the ability we can easily make smart views to stay ontop of leads we have received for the year.

Not able to call leads from your app on your mobile device. Having the ability to work on the fly is really helpful, other then that the app is very helpful with desktop.

Helping us not just contact our leads directly but giving us the ability to organize our leads for new and previous ones that we need to keep in the funnel. Very helpful

user friendly, i have not encountered any error so far, easy to access, and will recommend this to my friends too, ill introduce them to this tool and how awesome it is

the new update was first kinda confusing, but all in all, 10 star for it. and i hope that if it updates in the future it will not be confusing so.

we can easily identify the user's name with it's information if you have saved it. very convenient tool and i also like how it was made like all options are easy to click

The simplicity of this CRM makes it easy to use and navigate. It helps me stay on track with current opportunities by using a more visual approach which suits my information preference. There is an uncapped amount of available options for you to utilise making it the most diverse CRM on themarket.

Sometimes calls can be shown as errors however Close have a great CX team that solve issues immediately or near enough within the hour. I personally haven't had any major issues with close.

Close is helping businesses achieve more by offering a platform which not only is well structured, but highly mouldable to suit the business model for the most efficient "outreach". Close is benefiting my team by allowing task setting to be fluent, delegation to be made seamless and even precision with scheduled outreach.

What I like most about Close is its simplicity.

Up to this point I can not say that there is anything that I am not pleased with.

Close is definitely allowing me to keep track of my customer interactions and benefit by allowing me to cut time with an all-inclusive CRM.

Close CRM has streamlined our customer relationship management with its straightforward and efficient approach. The interface is intuitive and easy to navigate, and the built-in calling feature has greatly simplified our communication process. It's an effective tool that provides a clear overview of customer interactions, making it easier for us to strategize and communicate more effectively. Despite some room for improvement in its reporting capabilities, Close CRM is overall a solid choice for CRM.

Close CRM has been generally a good tool for customer relationship management, but it's not without its drawbacks. The system's reporting functionality could benefit from more depth and customization options. Also, the mobile experience doesn't quite measure up to the usability and convenience of the desktop version. Despite these concerns, Close CRM is still a viable solution for basic CRM needs.

Close CRM has been instrumental in solving the challenge of managing and tracking customer interactions. With its all-in-one platform, it consolidates all customer touchpoints, making it easier to follow their journey. The built-in calling feature is particularly valuable, integrating conversations directly into the customer's profile. By centralizing all this information, Close CRM saves significant time and simplifies our CRM process. It provides a clear overview of each customer's interactions, allowing us to strategize and communicate more effectively. Having everything in one place is a great benefit, streamlining our workflow and improving our customer relationships.

It's helpful to have all of our customer notes in one place to make it easy to track information. Close has plenty of integrations that we use on a daily basis, including Zapier.

Occasionally there are stumbles with making calls and the app needs to be restarted. There are some challenges with custom activities not being fully integrated with Zapier.

We use Close to have a CRM that combines all of our call tracking, as well as email tracking, in one place. Close makes it easy to gather lots of info and make use of it.

All in one place. Follow up made easy. Scheduled text and emails is great. Recorded phone calls stored for maximum effective. So much easier then other softwares

Not many. Just the app should be able to record conversations

Keeping everything in one place, scheduled text and sequences help

Easily be edited and can communicate to customers as well and easy to access. It's a friendly CRM and issues are fixed immediately so it's actually a nice experience using this.

Sometimes when using the app and the internet is not doing well, it's always got disconnected but other than that no particular issues with Close so far. Just need to refresh and it will be good.

Of course, dealing with customers is much easier now to help with since Close is very easy to use, and also tracking your calls is much more helpful as well, those calls from years ago are still intact and are much easier to go back and track if needed an investigation to solve a customer's problem.

It is by far the most approachable CRM I have ever used. The ability to keep everything organized, switch between a variety of phone numbers to cold call from, and create lists is second to none.

Not much, and even if there is a problem, their customer service team is available and eager to help you. The small problem you have is a big deal for them to solve.

This CRM puts all my business and opportunities in the same spot. It allows my peers to access the information they need to follow up quickly. They also have spelling and grammatical features to ensure your messaging is always professional and concise.

Close CRM streamlines the art of customer relationship management beautifully. Its intuitive interface is easy to navigate and packs in key features like customer tracking and built-in calling. It's an effective tool for improving communication and understanding customer interactions. A solid choice for those seeking efficiency in their CRM system.

While Close CRM offers an intuitive interface and a variety of features, it does have some areas that could be improved. The reporting capabilities, although useful, lack the depth and customization options some businesses may require. Additionally, the mobile experience could be enhanced to match the usability of the desktop version. Despite these drawbacks, Close CRM remains a decent option for basic customer relationship management tasks.

Close CRM provides a holistic solution to the problem of scattered customer interactions. It brings together all touchpoints under one roof, simplifying tracking and making sense of complex customer journeys. The built-in calling feature is a game changer, integrating conversations directly into the customer profile. These features save a significant amount of time and effort, making my customer relationship management more streamlined and efficient. I have a clearer picture of my interactions with each client and can strategize better for future communication. It's a real benefit to see and manage everything in one place.

its multi functions that give me the possibility to do all my task

i would say that every task should have an alarm or a little pop up

it helps me in not having different application

I appreciate its impressive efficiency, which is complemented by an extensive range of features that allow for ample customization.

I wish there was a color coding system for notifications that need to be addressed urgently. I was it would also transcribe our calls for when we listen to the recordings.

Centralizing all of our communications with customers on one platform. The features it offers makes our team more efficient as well. Being able to shadow "live calls" is excellent for training as well.

What I like most about using the Close app is to help me check the recordings of my agent more accessible. This way, I can check my agents' calls, SMS and emails, which could help improve their performance. A must-use the app!

The tabs of the app are not easy to access. Also, the font of the names are just too small. I want to point out that after I deactivated a user, their names would still stay in the list.

It helped me solve various problems related to managing and maintaining customer relationships. It helps me to be more productive in checking my agent's calls. The software if very useful in my job role.

User friendly & Simple to use. Budget friendly and reliable.

Few improvements are needed with relation to opportunity view and fields set up.

We are able to get a high level as well as drilled down view of the sales and marketing aspects of our business and this helps us to take data driven business decisions for improvement.

How quick it is. The shortcuts are really helpful so you can knock out a lot of emails, texts, and calls without using your mouse.

Reporting could be better, almost tempted to port into Hubspot since they have great reporting and dashboards.

Organizing contacts and playing nicely with other services like Zapier and Calendly makes it very easy to keep track of deals