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Close Reviews: 4.7/5 — Highly Rated
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.
| 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
- 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
- Not as well-known as some alternatives
- Fewer integrations than some competitors
Compare Close with other popular tools in the same category.
It is flexible, extensible and customizable.
I wish there were more custom reporting features and that it could integrate more easily with Google Ads to track our ad Gclids
Keeping track of sales efforts. Easily reports open opportuniites.
Makes managing and prospecting to a large pipeline achievable
When outreaching to prospects, Close doesn't include (that I'm aware of anyway) messaging creation assistance via AI, that other software does
Database mining.
Ease of CSV file to mass import new prosepcts.
Ocassionally not displaying inbox mail, as it comes through to my inbox.
All in one CRM with ease of access- inbuilt mail platform, call platform, etc.
The indepth filtering and updating system.
I wish that Mass SMS was possible to integrate into the system for better lead contact
Close is helping us solve the contact problem with our leads and filter them in the category of interested or disinterested
Ease of use. It allows me to track all of my prospects, set up email campaigns and follow up activities quickly and easily.
I would like better tracking of prospect email activity, like opens and link clicks on specific emails.
It helps me organize my activities and stay on top of my sales opportunities
I like the waay that the lead pages give an immediate view of the mopst recent and importaant information for each lead.
Some of the features are hard to get a comfortable with using.
Keeping leads organized.
Coming from using MixMax and spreadsheet, Close helps our team scale our customer campaign by significantly reducing cross team communication time and cost. It has all the important features for a CRM and when we compare close with other CRMs it is the most modern looking one in terms of UI and UX.
The updates from batch sync could be a bit slow. So you can't just bulk edit and then start working on something else. Some of the UIs are a bit quirky and can take some time getting used to.
It helps us create efficient, impactful campaign for thousands of new customers.
Simplicity and user interface ist very clear and there are no bugs
Nothing that I can refer to since I am using close for the the past 6 months
Sales structure
I like that there is virtually no limit to the integration capabilities. The CRM and phone are one. The way it pulls the Zoom links from Calendly invites is exceptional.
Have not found anything yet. Will let you know when I do.
The integrations. Having my CRM and Phone VoIP as one is the greatest thing about Close to me. All of the other integrations just keep making it better as I learn to navigate this new tool.
I like how every information about a lead is in one place. Love the built-in dialer with automatic dispositions. The integration with Google Calendar and the possibilities with Zapier are just the best!
Email support is really slow. Sometimes it takes them 2 days to respond. Hope they work on it.
This is our 4th CRM and the past tools we used were just unreliable and lack the features we need.