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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
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$29.00/month
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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: May 29, 2025
Close Logo
901 Close Reviews
4.7 out of 5
Small Business (50 or fewer emp.)
Oct 18, 2022
 Source
Overall Rating:
4.5
Rajashekar L. avatar
Rajashekar L.
Principal Analyst
Share
"Excellent software for email outreach and CRM"
What do you like best about Close?

CRM Functionality, Email sequences, custom views among many others

What do you dislike about Close?

The cost is on the higher end. Can provide discount for startups

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

Email marketing and CRM

Small Business (50 or fewer emp.)
Aug 11, 2022
 Source
Overall Rating:
4.5
Kevin  H. avatar
Kevin H.
Founder, Brand Franchisor & Owner
Share
"Easiest to implement and when necessary get swift Customer Support!!"
What do you like best about Close?

The Close support has been an extreme pleasure compared to other CRMs we've attempted to incorporate into our business. In particular, Guilherme has responded in very clear, concise messages and videos. During a couple of those videos (Loom), he's provided a couple of "hack's" so to speak to eliminate future potential issues. I've implemented a very large, well-known (SF) CRM in my professional career and Close is the best, intuitive-oriented system by far. At the end of the day, it's all about education, implementation and measurement of results. Close gets you to and across the finish line!

What do you dislike about Close?

At this point, Close has met and or exceeded my expectations. Only mention would be to have a complete package for telephony and call recording....to eliminate 3rd party reliance.

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

Had an initial issue with importing data from a legacy database. The problem was created by me as a result of creating new custom fields.

Small Business (50 or fewer emp.)
Jul 28, 2022
 Source
Overall Rating:
4.5
IM
Ivan M.
Sales Development
Share
"Best dedicated support"
What do you like best about Close?

On top of a very detailed and complete platform, the support team is right there for you at any moment, replying directly with dedicated educational videos, just gone out of the oven for you.

What do you dislike about Close?

It may seems complex on a first glance, but hey the first time you sit in a cockpit, you may have a moment of confusion.

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

Organizing leads with detailed tools that save lots of time.

Small Business (50 or fewer emp.)
Jul 13, 2022
 Source
Overall Rating:
4.5
CN
Camila N.
Ldr
Share
"Close evaluation"
What do you like best about Close?

The possibility of keeping leads organized and avoiding possible failures in the sales process. Close support is very effective

What do you dislike about Close?

Limited bulk stocks; Unable to group sw; I cannot drag the screen horizontally.

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

Problems with sw solutions ( help me find away to create a perfect sw) Closed a list of opportunities

Small Business (50 or fewer emp.)
Jul 13, 2022
 Source
Overall Rating:
4.5
Arthur S. avatar
Arthur S.
Engineering Partnerships Manager
Share
"Fast, effective with all support necessary"
What do you like best about Close?

Being able to create lists with any sort of filter and call them is an awesome feature. Saves me time, and I`m able to customize what kind of lead I can reach out.

What do you dislike about Close?

At the same time that all sorts of filters help to customize, I get lost sometimes with the quantity of them, even though they are categorized. It would be great having some improvements on that

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

Close helps to centralize my leads and reach out to them using many channels (SMS, Email, call). It saves me time and I can be more productive in prospecting for clients.

Small Business (50 or fewer emp.)
Jun 02, 2022
 Source
Overall Rating:
4.5
CM
Colleen M.
Vp Product And Business Development
Share
"Great way to track all your efforts in one place"
What do you like best about Close?

I like the Smart Views in Close and my inbox feature, and I like the seamlessness of tracking email correspondence. I feel much better knowing I have everything in one place, and that I can easily share information with my team. My customer service experience has also been great.

What do you dislike about Close?

I do not like how Close pulls in my scheduled send emails before they send. So if I make a change to the email I'm scheduling, it records all versions in Close. I also think the filters take some time to get used to, and I'm not always sure I'm filtering properly.

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

With a remote team, we're using Close as a way to organize investor resources and sales resources. It's enabled us to all stay on the same page as we begin to scale our business.

Small Business (50 or fewer emp.)
May 24, 2022
 Source
Overall Rating:
4.5
RT
Ralph T.
Founder
Share
"Love this CRM for Outbound Sales!"
What do you like best about Close?

Search capabilities. I can build a list of anything I want to launch a campaign in minutes

What do you dislike about Close?

lack of local presence calling feature. making outbound calls has low pickup rates. I have repeatedly asked for this feature since 2016.

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

Outbound sales. Easy onboarding on new reps. Quick adoption.

Mid Market (51-1000 emp.)
Apr 29, 2022
 Source
Overall Rating:
4.5
Rezwan Ahmed K. avatar
Rezwan Ahmed K.
Sub Divisional Engineer
Share
"Great CRM Tool for managing contacts."
What do you like best about Close?

Close lets me manage my contacts seamlessly by integraging with other lead generation platforms. It synchronizes with my Calendar, picks up contact history with prospects to show records. It lets me manage the tasks easily.

What do you dislike about Close?

Manually created leads get missed sometimes when I crrate them from email. Often call feature does not work.

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

This is letting me manage my prospects, select lists of prospects to launch specific campaigns with them.

Mid Market (51-1000 emp.)
Apr 14, 2022
 Source
Overall Rating:
4.5
TC
Trenten C.
Account Manager
Share
"Close is so easy to use and yet has so many features!"
What do you like best about Close?

My favorite part about close is the ability to filter down whatever lead I'm looking for within certain perameters. You can get incredibly specific. Then being able to dial the leads based on who was last contacted in great.

What do you dislike about Close?

There's not really anything I dislike about the program, the only feature that could be added is more prominent reminders when I have a scheduled task coming up

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

The biggest thing close helps me do is efficiently handle tasks and goes with me at whatever speed I'm working that day. Being able to track every single metric that I complete throughout the day is very useful

Mid Market (51-1000 emp.)
Apr 11, 2022
 Source
Overall Rating:
4.5
JS
Jeff S.
Local Seo Coordinator
Share
"Collective Multi Business App for Logistics and Communication"
What do you like best about Close?

The feature I like best about Close is the ability to communicate internally and to clients through all ways available and intergrating notes specifically attached to each contact.

What do you dislike about Close?

I would prefer to be able to see the full address of clients instead of city and state as a map CID.

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

Congregating scheduled tasks in each client card is solving multiplatform and individual calanders needing to be shared or located. The benefit of filters and keywords is great too.

Small Business (50 or fewer emp.)
Feb 17, 2022
 Source
Overall Rating:
4.5
Rezwana S. avatar
Rezwana S.
Junior Content Writer
Share
"Helps me manage my leads"
What do you like best about Close?

Close helps me to arrange my leads, I can view the leads as they are generated and also the contact history with them.

What do you dislike about Close?

Crashes and bugs, as I keep close open, it crashes,then I need to restart the software.

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

It automatically syncs with zoom and reminds me when I have a meeting in less than 5 minutes.

Small Business (50 or fewer emp.)
Feb 11, 2022
 Source
Overall Rating:
4.5
AS
Aaron S.
Sales Manager
Share
"Solid CRM, clean interface"
What do you like best about Close?

It's really easy to see the lifetime journey of any lead in your pipeline, so that you can replicate and repeat big deals.

What do you dislike about Close?

There isn't a lot of space for the "Smart View" option which I use 95% of the time. When you have a lot of categories it can get hard to see everything.

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

We're solving the problem of not knowing where leads are coming from, and not knowing their current status in the pipeline. Benefits include better ops.

Small Business (50 or fewer emp.)
Jan 02, 2022
 Source
Overall Rating:
4.5
Martin R. avatar
Martin R.
Technik Azubi
Share
"is a very professional program"
What do you like best about Close?

the declaration and the smartviews. its fun to work with close and it's save's much time

What do you dislike about Close?

nothing, is top! i can surelly recommend it to everyone who is working with sales.

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

i am working in sales with my team and we are very happy with close!

Small Business (50 or fewer emp.)
Nov 18, 2021
 Source
Overall Rating:
4.5
RS
Reg S.
Sales Director
Share
"Close is very user friendly. Easy to maintain customer contact and keeps great customer notes."
What do you like best about Close?

I like the way that Close makes it easy to stay in contact with your customers. It's great how it integrates with your emails. It more user-friendly than its competitors.

What do you dislike about Close?

There was nothing that I disliked. Everything worked the way that it should. I Don't have any ideas how it could be better. Sometimes I had trouble finding accounts.

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

I am not having any problems with Close. It is helping me maintain my customer data base in a more efficient and effective manner. My business performance has increased.

Mid Market (51-1000 emp.)
Oct 27, 2021
 Source
Overall Rating:
4.5
HA
Hasan Kerim A.
Business Development Manager
Share
"All in one"
What do you like best about Close?

Linked with mail, easy to use and many features in one software

What do you dislike about Close?

Sometimes poor connection for africa region

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

Doing lots of cold calls. Easy to use. Time efficient.

Mid Market (51-1000 emp.)
Oct 19, 2021
 Source
Overall Rating:
4.5
KC
Kim C.
Content Specialist
Share
"An important tool for client-facing workforces"
What do you like best about Close?

It keeps all our notes on the client in one place so that when you have multiple people working on a client account, they can see the history of conversations and who spoke with who. It's also helpful to be able to access call recordings easily.

What do you dislike about Close?

Once in a while, I don't get emails pushed to my Gmail.

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

We have better communication with the clients and a more consistent message from all members of the team.

Small Business (50 or fewer emp.)
Aug 18, 2021
 Source
Overall Rating:
4.5
Harrison C. avatar
Harrison C.
Sdr
Share
"Close helps me to perform better in my role as an SDR"
What do you like best about Close?

The best part about close is the analytics/reporting features. These allow me to see which emails/cadences are performing best and make adjustments depending on the data. I also like the fact that Close integrates with Jimminy, which seems to be uncommon amongst other software.

What do you dislike about Close?

Templates should be a feature that you can select easily in the menu (where leads and email sequences are), rather than drafting an email to a contact to select templates.

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

Sent email reporting data highlighted that one of our team's emails were not connecting properly. This enabled us to make changes and increase email open and response rates.

Small Business (50 or fewer emp.)
Jul 06, 2021
 Source
Overall Rating:
4.5
MW
Meghan W.
Head Of Growth
Share
"Most powerful CRM in the market , backed by strong Support and CSM team"
What do you like best about Close?

Close is a powerhouse for the price point. The product continues to push out amazing features and its support team allows you to do some amazing things without hiring an external engineer department to build out powerful automation. I have used Salesforce, Copper, Solve and many other CRM's over 20 years in Sales and this is really the best value for money and can build on top of any stack. Support is unparallel. CSM's care and work with you to solve problems and improve efficiencies. Backed by some of the best customer services I have ever seen.

What do you dislike about Close?

The only place to grow is automated task management like a sales enablement tool for tasks on the account, including LinkedIn touches, native Vidyard integration, and calls. Can be done through zapier and manual tasks but think that it would be a great enhancement for the future.

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

Transparency within distributed teams. Closing deals. The central source of truth.

Small Business (50 or fewer emp.)
Jun 17, 2021
 Source
Overall Rating:
4.5
EM
Eric M.
D
Share
"Sales Agency Review of Close"
What do you like best about Close?

Close is very easy to use. Their filters to find prospects at certain stages are a game changer.

What do you dislike about Close?

There is a slight learning curve but it won't take you more than a few hours to get familiar with the platform.

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

We can easily spot hidden businesses opportunities with close that we would have otherwise missed had we used another crm.

Mid Market (51-1000 emp.)
Jun 14, 2021
 Source
Overall Rating:
4.5
SM
Samrat M.
Client Engagement Director
Share
"The right application for SMEs and Startups"
What do you like best about Close?

The Close interface is highly intuitive and simple to pick-up and use. Users can very quickly get a hang of how to use the app without having to go through an extensive training process. The process of adding in new leads and opportunities & editing it along the sales cycle is super easy.

What do you dislike about Close?

Viewing the summary table of opportunities and adding in additional columns to the table is not available.

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

We are using Close to login and monitor all our sales leads and opportunities and track the progress on a daily basis. By using Close, we are able to accurately track and forecast our sales numbers and take corrective action in time.

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