Close Reviews & Product Details

The platform is very easy to use, especially when onboarding a large amount of sales members. The customer support is real and fantastic. They have helped me solve many of my Close discrepancies and taught me along the way with Loom Videos...which is fantastic! Close is honestly made the way it should be, and hired the people they needed to make the platform a smooth experience.

The only thing I dislike about Close is the lack of two features: 1. No single sign on - this makes it hard for 3rd party companies to gain access to close's software to create more custom platforms for your business. 2. The lack of mass applying custom status' to the inbox. If these two were completed, the platform would be 100/100. Right now its 99.99/100. Its two small features.

Close without a doubt keeps me and my team more organized when outreaching to clients. On top of this, the platform is extremely easy to use, so it is almost incentivizing to use it over your own personal company softwares.

Close is incredibly easy to use, and I love their stellar support. They even helped me with migration from our old CRM, which is usually a headache.

In some instances, I was missing an error pop-up (e.g. why the contact was not enrolled in a sequence).

Sales CRM: * communication - sequencing, * sales cycle visibility, * sales team to-do list.

I find the platform very easy to use and the service provided is outstanding they are always quick to respond when there is a problem

Nothing to note on this. There is nothing I do not dislike

Quite a few problems - but all gets resolved quickly - especially if it is something i dont understand they are very quick to respond

Close is very easy to use but very powerful at the same time. They have many key features and benefits in an all in one platform.

At this point, I do not dislike anything about Close. They've made their CRM extremely user friendly and very effective.

Having to use many platforms. This is one of the key problems they currently solve in my organization.

how fast and efficient it is, also how easy it is to customize and make custom automations on zapier

that the dialer only calls one phone number even when the client has more numbers to call

it was the easiest program for my staff to use. Sales have increased by 10 %

The most helpful part of using close is the simplicity of the layout. It is super easy to use and understand.

The downfall is that not many users can use the system without it being interrupted.

It is used as a dialer; so it is benefiting me because I am able to connect with customers.

Love the snappiness of the CRM and the ability to customize workflows using Zapier highly. Their team is excellent to work with. The calling and SMS is flawless, and the automations we've built work wonderfully. I couldn't pry it out of my sales team's hands if I tried. We have entirely done away with work phones because of Close.

There is room for improvement on the reporting side of things, and our developers have had challenges on occasion with some of their API work integrating with close. Everything works, but some of the API integration pieces have been tough.

They've been prompt to solve most any problems I've thrown their way. Their support team's knowledge and ability is excellent - they've created several custom solutions that all worked flawlessly.

A friend of mine once said: "the most important thing about a CRM is that you should enjoy using it". I love using Close. The UI is the simplest I have ever seen, and the customer service is top-notch.

If I had to pick one thing, it would be that you can't yet include tasks on the sequences. However, that would be on the level of SalesLoft!

Everything is in the same place. I love the call integration and the sequences together.

Close is not a clunky CRM like Hubspot or Salesforce. Getting insights, building new projects, and team management are way faster and easier to use. The support is world-class as well. Typically I am hesitant to email any tech support team and instead try to find solutions on my own because support is usually so slow. With Close the support team, my questions are always answered in less than 30 minutes.

I wish there were more automation capabilities inside of Close, but I understand the platform is still relatively young. That said, I build everything inside Zapier and the integrations and ease of use there are phenomenal.

Managing remote sales teams has never been easier for me. I used to run all of my operations off google sheets, which would not give me the insights I needed and provided for lengthy build times whenever I wanted to change my processes. Close solves all of these issues for me.

Close not only has the best Support system with their CRM, but the leaders and everyone is so helpful with using Close. Close is extremely easy and efficient to use and is always improving their processes as well.

Honestly, nothing! Once you learn how to use it, it is extremely user friendly and has helped streamline our systems and operations effectively.

Reaching out to leads in record speed, helping keep up our pipelines, ensuring efficiency through the whole deal/process, creating SMS templates.

Close helps speed up the outbound prospecting process for our sales team.

I wish it had the ability to record multiple voicemail drops. That would be extremely helpful.

Helping us perform and tracks calls, emails, and text messages of our entire team from one platform.

They are absolutely the best at what they do. They are always rapid in their response and resolution. Everyone that I have encountered has been excellent. Thank you so much for the awesome service :)

There isn't anything that I dislike for now

The majority of my requests are having numbers reassigned and they are very quick in their assistance

It is VERY user friendly and has all of the functionality I could ever user, and at a much better price! Pedro was amazing at onboarding us.

Nothing yet! I like it all! And if I do run into an issue, they are very responsive.

I have so much more visibility into my organization now and we will be able to move people through the funnel.

I'm very impressed with the speed and quality of their support team. Seriously, anything I need help with I can expect an answer in the next hour(s).

I wasn't using close.io earlier. I have nothing to dislike

It makes my outbound sales team so much more efficient with the right tool (Close.io). You still need to train them, but they give you the best hammer for the job.

I like that its wasy to use in the everyday life

Sometimes making bulk changes are hard. New toold needed

Helps me do sales processes

The dialer works really well and and you can text your customer in real time.

Minor billing issues that usually get resolved with few phone calls

Accessing customers immediately

The facility to use the platform. Everything is very intuitive for you to figure out how Close works. Also, the information that contains is more organized than on others platforms.

Sometimes when you try to filter your data, is a little hard since Close has TOO many filters. Some of them have the same name but they are different from each other.

The principal problem that I solve is the communication between prospects and the emails that I and my team send. Also is a very good tool to see your progress and your team too.

It's simple to implement and yet powerful with the correct integrations. The support is second to none. They are responsive and rarely have downtime.

The reporting options are somewhat limited.

The ability to use close as an all-encompassing outbound sales platform is key.

Close CRM is my absolutely GO-TO customer relationship management software that offers a wide range of features to help our businesses manage our customer relationships at the highest level. The software is highly customizable, which allows businesses to tailor it to their specific needs. Additionally, Close CRM provides excellent customer support, which is critical for businesses that rely on the software to manage first touch communication on new leads, and lead nurturing. Overall, Close CRM is an excellent choice for businesses that need a comprehensive and customizable CRM solution. On a direct note, Pedro Ponciano is our account manager and has been an absolute all-star for us. He even created a 5 minute step by step video personalized just for us on a solution to automate our SMS first touch communication for our incoming leads! He's been more than helpful any time we reach out for assistance!

I cant find much I don't like yet. So far we have not found any issues that stop our process that has not already been instructed by their incredible support. We had an issue with automating SMS, and Pedro knocked it out of the park by creating me a personalized 5 minute instructional video on step by step how to create the solution we thought was missing. A++++++ all around.

Close really helps bridge the gap in client nurturing, first touch communication for our inbound leads, and overall managmeent of our clients lifecycle as a customer. It's made life so much easier.

Easy to use and go-to software for the sales team. Various filters and email sequences is the major highlight of the tool.

Sometimes it has technical issues but it is taken care by the technical team in short duration of time.

Simplifying the processes and maintaining the leads properly, thus helping in increasing productivity and sales.