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Streamline Your Workflow
4.7
(901)
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Close Reviews & Product Details

Close Overview
What is Close?

Close is an all-in-one CRM software that allows users to manage relationships with customers and leads. The platform offers sales automation features that can support lead generation efforts and internal sales processes. Close also makes it easy to communicate with and nurture leads. By providing users with a centralized tool for lead generation, users can define a streamlined sales pipeline that can easily organize your team and work streams.

Company Elastic Inc.
Year founded 2013
Company size 51-200 employees
Headquarters San Francisco, CA, United States
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Crevio
Sponsored
5.0
(1)
$29.00/month
Crevio is a platform for creators to sell digital products, services, courses and access to other 3rd-... Learn more about Crevio
Close Product Details
Capabilities
API
Segment
Small Business
Deployment Cloud / SaaS / Web-Based, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Close Pros and Cons
Pros
  • Excellent support for sales team
  • Free trial available for beginners
  • Convenient and easy to use sales tracking
  • SMS, video, calling, and other channels all in the same place
  • Full context overview on every deal
Cons
  • Not as well-known as some alternatives
  • Fewer integrations than some competitors
Close Features
API Access
Appointment Scheduling
Call Logging
Collaboration Tools
Contact Management
Customer Feedback Management
Customer Segmentation
Customer Support Ticketing
Customizable Dashboards
Data Import/Export
Document Management
Email Marketing
Lead Management
Live Chat
Marketing Automation
Mobile Access
Order Management
Product Catalog
Quotes/Proposals
Reporting & Analytics
Role-Based Access Control
Sales Forecasting
Sales Pipeline Management
Social Media Integration
Survey Management
Task Management
Territory Management
Third-party Integrations
User Permissions
Workflow Automation
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Close Screenshots
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Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: April 22, 2025
Close Logo
901 Close Reviews
4.7 out of 5
Mid Market (51-1000 emp.)
Aug 26, 2019
 Source
Overall Rating:
4.0
Kristian A. avatar
Kristian A.
Account Manager
Share
"been using close.io for a short span of time..."
What do you like best about Close?

It makes it easier to track your leads, send and receive emails, send and receive phone calls and get voicemail messages. you can also link it to your gmail account so you can track your leads in which ever way you choose.

What do you dislike about Close?

sometimes leads has duplicates and it becomes very hard to manage. the phone number that I dial also automatically converts to my country's area code instead of that of the one I am trying to get a hold of.

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

Discovering bulk email option and sequence emailing made my job a bit easier.

Mid Market (51-1000 emp.)
Apr 15, 2019
 Source
Overall Rating:
4.0
Alex R. avatar
Alex R.
Sales Representative
Share
"CRM Well designed, useful and complete"
What do you like best about Close?

Smart views are one of the most interesting options we have found, because you can define better thanks to that tool the public you want to send a specific product, you can better define which clients will adapt more to the advertising you want to send. Simplicity is another element that has influenced us to choose this CRM. Our sales teams have adapted very well to their operation, have understood well the operation and have been able to integrate all the data of customers, products and projects to manage them within the system. The use of electronic mail through Close is also quite easy and is well integrated for communication to be more fluid.

What do you dislike about Close?

They should review the assignment of roles and permits, since sometimes they have given me problems when selecting them to grant permits to certain employees or teams. Sometimes I have had to change this section several times to make it work properly.

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

With Close we now have a much broader control of calls, we can analyze them, control the quality offered, review customer data ... All this gives us many details to improve our future attention. The platform has some very extensive reports, full of information that serves to better understand how your products are working, your team and sales in general. Some reports that provide such useful information are key for our company, because thanks to their analysis we are able to continue improving.

Mid Market (51-1000 emp.)
Aug 17, 2017
 Source
Overall Rating:
4.0
Andrian B. avatar
Andrian B.
Sales Development Representative
Share
"Solid sales program for beginners and experts."
What do you like best about Close?

The easy to understand system with simple response technology.

What do you dislike about Close?

Sporadic total system crashes. Poor connectivity issues with weak internet connections.

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

Sales problems. Contact with massive groups of customers. Large email threads along with super quick response time.

Small Business (50 or fewer emp.)
Jun 27, 2017
 Source
Overall Rating:
4.0
OT
Oliver T.
Marketing Manager
Share
"Trouble closing sales? Use Close.io"
What do you like best about Close?

The template and layout are simple to use, but also have an in-depth library of custom filters to sort through leads.

What do you dislike about Close?

The connectivity issues I come across at times, as well as the inability to turn off marketing emails for individuals instead of entire companies

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

Organizing and keeping track of a pipeline of sales

Small Business (50 or fewer emp.)
Jun 07, 2016
 Source
Overall Rating:
4.0
EW
Emily W.
Office Manager / Culture Specialist
Share
"Nice calling / lead tracking software"
What do you like best about Close?

It allows our sales folks to customize how they organize their leads.

What do you dislike about Close?

It occasionally struggles with downtime and disconnecting.

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

Our sales and customer support teams both use this in order to call our leads and contact our customers.

Small Business (50 or fewer emp.)
Aug 06, 2014
 Source
Overall Rating:
4.0
James L. avatar
James L.
Writer And Speaker
Share
"Close.io perfect for startups"
What do you like best about Close?

I've tried sales CRMs like BaseCRM, Salesforce, and Pipedrive, but we've enjoyed using Close.io by far the most. They bake best practices right into the tool, which is simple and powerful. We love the smart views, the mass emailing, and the in-app call tracking.

What do you dislike about Close?

Still has some missing features -- like getting rid of duplicate contacts, scheduled mass emailing, deeper click tracking, a mobile app, and integrations with some other popular tools.

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

We need a tool to keep track of all of our sales leads and current sales campaigns.

Small Business (50 or fewer emp.)
Jan 07, 2024
 Source
Overall Rating:
3.5
AO
Anita O.
Founder
Share
"Overall easy to use and a good product for a crm"
What do you like best about Close?

easy to use and pretty simple navigation

What do you dislike about Close?

sometimes when the auto dialer just jumps to the next call without time to write notes

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

close is a pretty easy crm and does everything I need

Mid Market (51-1000 emp.)
Nov 04, 2023
 Source
Overall Rating:
3.5
NY
Noorin Y.
Founder
Share
"Sales Manager"
What do you like best about Close?

I admire its impressive efficiency with workflows and pipelines which is complemented by an extensive range of features that allow for ample customization.

What do you dislike about Close?

I wish there were better ways to treat certain leads as top priority. Also would REALLY benefit from sales dashboards and coaching abilities on calls. We use Gong for coaching abilities.

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

Managing all of our leads, it's our main CRM system. We also like building out automations in it and integrating other apps like OnceHub and Zapier.

Mid Market (51-1000 emp.)
Oct 27, 2023
 Source
Overall Rating:
3.5
AA
Ana Daniela A.
Founder
Share
"Close IO CRM"
What do you like best about Close?

Easy to use and simple. If It's your first time using a CRM, it's perfect

What do you dislike about Close?

Emails received don't always sync up with the platform so you can miss out on a reply from a prospect. Lots of "Calling this number is prohibited" on phone numbers that shouldn't.

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

Close IO is great at keeping my day organized. If you have lots of leads, it's very easy to assign tasks to both yourself and your team. It's also pretty simple to filter, so if you want to find a lead, you can do so without using a keyword as long as you remember some details. I also like that you can add notes on calls, and meetings.

Mid Market (51-1000 emp.)
Sep 05, 2023
 Source
Overall Rating:
3.5
AA
Ayush A.
Founder
Share
"Excellent CRM for a sales team"
What do you like best about Close?

The two things that I absolutely love about Close.io is it's excelleence to handle email with customer and provides holistic Reports of sales and agents follow up.

What do you dislike about Close?

I'd like it if I could customize the inbox so that only leads that meet my defined criteria show up on my to-do list. Instead, it's managed by Close and what they consider to be an action item.

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

Solid template structure allows for customization options and variable fields

Small Business (50 or fewer emp.)
Jul 16, 2023
 Source
Overall Rating:
3.5
DE
Dylan E.
Founder
Share
"Sales CRM"
What do you like best about Close?

Email Integration and call inside the CRM

What do you dislike about Close?

Reporting side which can be improve about the sequence sent

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

Close is helping our sales team to improve and manage everything under once crm

Mid Market (51-1000 emp.)
Jun 08, 2023
 Source
Overall Rating:
3.5
Bibin B. avatar
Bibin B.
Account Manager
Share
"Overall Useful"
What do you like best about Close?

Easy to use, love the filter options and can call, text and email people from our lists.

What do you dislike about Close?

Calls sometimes drop and lags a bit often.

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

Filtering lists and makes our life easier to find out who we need to contact.

Mid Market (51-1000 emp.)
Jun 08, 2023
 Source
Overall Rating:
3.5
Titus J. avatar
Titus J.
Talent Acquisition Manager
Share
"I find Close to be a intuitive and powerful CRM"
What do you like best about Close?

The bulk email capabilities are powerful

What do you dislike about Close?

Calls do seem to drop somewhat frequently

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

Bulk emails and building text templates and of course tracking customer interactions

Mid Market (51-1000 emp.)
May 30, 2023
 Source
Overall Rating:
3.5
Jaya L. avatar
Jaya L.
Account Manager
Share
"Close for organization and ease"
What do you like best about Close?

Close allows me to keep everything in one place. Organization through notes, smart views to group certain people, and filtering. I love my email template and the bulk email feature. Their customer service team is also extremely fast to reply. Also excited that they finally got an app!

What do you dislike about Close?

For some reason, I always get duplicates of my leads.. not a huge deal but kind of annoying. Small glitches like not being able to call back certain numbers - that are usually resolved just by closing and renetering the app.

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

Organization is the biggest lifesaver. It would be impossible to track everything through my email. I also love having a seprate work number that I can text directly through the app with.

Mid Market (51-1000 emp.)
May 24, 2023
 Source
Overall Rating:
3.5
ZS
Zac S.
Founder
Share
"Very good"
What do you like best about Close?

Organisation, everything is laid out nicely.

What do you dislike about Close?

The updates should be posted prior, give people a patch update.

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

Having all of my outbound communication in one area, allows you to be on top of your work much more and drive productivity. Keeping a record of every conversation.

Small Business (50 or fewer emp.)
May 03, 2023
 Source
Overall Rating:
3.5
CH
Clarice H.
Founder
Share
"Positive experience with Close"
What do you like best about Close?

I like that you can easily send SMS, emails and call from Close. I also like having the ability to send out a sequence via SMS,that's a great new feature.

What do you dislike about Close?

When contacting customers from a smart view I hate that the order of the smart view jumps around; even if you click 'sort' and then select the date added, the minute you contact a customer, the list jumps around. It's so annoying! Sometimes I just want a simple list that I can sort into sections and colour code (we used to do this on Monday.com)

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

Close allows me to have a selection of smart views and I can mark customers as 'interested' or not interested. This helps so that I don't keep badgering the same customers if they do not want to be signed up to our website.

Small Business (50 or fewer emp.)
Apr 29, 2023
 Source
Overall Rating:
3.5
JB
Jean B.
Founder
Share
"Close is a simple, easy to use tool"
What do you like best about Close?

Close is dependable and easy to navigate. It is often updated and streamlined, making it a more useful tool for our organization. I have not dabbled in many competitor sites, but I enjoy Close and what it offers.

What do you dislike about Close?

Honestly, the only thing about Close that could use be updated is the phone system. I sometimes have calls drop or phantom ringing on my account. But customer service is very quick to answer inquiries and address issues.

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

Close allows us to track calls, add notes and forms, send emails & texts, and keep track of deals both open and closed. It is an easy way to keep track of our pipelines.

Small Business (50 or fewer emp.)
Apr 13, 2023
 Source
Overall Rating:
3.5
Torrey T. avatar
Torrey T.
Ceo & Co Founder
Share
"Close does it all"
What do you like best about Close?

The automations, connections to email sequences, text sequences etc. They seem to have a connection for almost any need you may have. I have used a few other CRMs that we always hit walls with options and features - close does it all

What do you dislike about Close?

I am still learning how to organize some of the tasks vs opprotunities but that is getting easier. The main complaint I have is there doesn't seem to be a way to organize your tasks to a specific person - it is only to a company. I often have multiple contacts at a company and would prefer to keep those tasks separate

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

It keeps us organized in our inbound marketing and contact followups. With so many companies and leads we struggle to keep it all organized without something like close.

Mid Market (51-1000 emp.)
Apr 13, 2023
 Source
Overall Rating:
3.5
TA
Tobi A.
Founder
Share
"Does the job in an effective manner"
What do you like best about Close?

The UI is clean and easy to navigate. Easy to also build workflows with Zapier which is always useful.

What do you dislike about Close?

The naming convention of custom fields when working with the API is not the best - not the most user-friendly. Reporting could also be better.

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

Keeping track of leads and their positon in the sales funnel.

Small Business (50 or fewer emp.)
Feb 28, 2023
 Source
Overall Rating:
3.5
Paul M. avatar
Paul M.
Advisor
Share
"Good CRM for a sales team"
What do you like best about Close?

Simple and intuitive. You can be set up and ready to go in minutes. It is easy to upload existing clients/prosepcts or to add ones manually. Integrated phone and SMS systems mean it has everything you need

What do you dislike about Close?

There are some not so useful things in the sequence - for example, if a call takes longer than 30 seconds for someone to pick up, it automatically take them out of the sequence and you need to put them back in manually. Most calls take longer than 30 secs for someone to answer or to leave a VM. It is quite annoying but I think they are working on it.

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

Makes it easy to work. Everything you need in one system - phone, email, SMS. You can manage the pipeline, create opportunities with notes available, etc. You can set tasks for yourself or for others.

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