1,698 Close Reviews
Close is one of the best CRM tools that helps to manage the tasks with its awesome features like the built-in communication and reporting tools. It is very easy to use and helps to close the deals sooner. The interface is very simple we can have all at one place, all emails, conversations with customer are well organised and easy to set up Review collected by and hosted on G2.com.
Quite happy with the features provided by close but the call feature needs to be improved. Review collected by and hosted on G2.com.
I love that Close has everything all in one place when going to review my day. I can see the task I need to complete, my schedule and new leads that have come in. It's a great way to overview and then I can pinpoint from there by clicking on what is necessary. Which will take me to the finer details. Also, if ther is ever any issues, customer support is always quick to respond! Lastly, it syncs easily with my calendar which I love. Not only is it an extra layer of protection so I don't miss anything but it is also helpful when going to schedule my day. Review collected by and hosted on G2.com.
My ONLY gripe is that after I use the call feature for any length of time it does start to break up and I have to call the prospect back. It's usually not an issue but is a minor annoyance. Review collected by and hosted on G2.com.
Staying on top of my sales metrics can be bothersome sometimes and Close helps me put that data into one place. I've been testing the platform for awhile now and I can safely say my team will be getting an intro to this platform for future operations. I've managed to close 4 deals this week solely because I can see who needs reminders, nurturing, calling, etc. This will be a nice CRM for my agency and personal business. Review collected by and hosted on G2.com.
One thing that stands out to me is when you top up your account for calling and email usage / services your balance doesn't carry over to the next month. If you pay for $20 and you don't use it, it won't go into the next month. You either buy 20 again or you do your best to use all of it. This isn't bad for teams with a large volume of sales calls and email marketing each day. Just thought I should mention this. Review collected by and hosted on G2.com.
I'm a construction business owner, I need tools that are simple, efficient, and don’t require a bunch of training just to get started. Close has been exactly that. The layout is simple and easy to go through, even for someone who isn’t super techie. The support team was good too because they moved at my pace and helped with setups. What stands out is how well it connects with our email and keeps all customer conversations in one clean, organized place. Review collected by and hosted on G2.com.
The calling was hard to set up at first because there were a lot of verification steps for my country. But I got there eventually. If this could be made to be easier that would be good. Review collected by and hosted on G2.com.
Collecting leads info from our Facebook ads has become a lot easier. We have dedicated landing pages for different services and before Close we struggled to organize the information we were gathering (relying on Google Sheets). Now we can integrate our tech stack with Close and all the details get input into your CRM. Life saver if you know how time-consuming manual data transferring can be. From there, we can call, email, or even text each lead manually or automatically. This is good for me because I vet each lead before we get into working conversations. Overall, love this CRM and the features. I know I'll be a long-time user and will get a lot of value out of Close. Review collected by and hosted on G2.com.
I'm still figuring out the teams options and how to allocate different people to different parts of the platform. I want my marketing to have access to campaign options and I want my assistant to have access to pipelines and opportunities, etc. Review collected by and hosted on G2.com.
Close is amazing! It is expertly built for sales teams to keep the pertinent information in front of you to make those items actionable and make follow-up very easy and central to your day. The clean UX and ease of use is like no other platform we've used. It was very easy to set up and the implementation of our sales process with the other systems we use is top notch! We've also leaned on their support team for help multiple times and they are super responsive. The frequency of use with Close is that it is our everyday driver for our sales team and essential to our process! Review collected by and hosted on G2.com.
There are great workflow options built in for regular follow-up with existing leads but it could become more of a marketing tool as well with some more robust/advanced workflow triggers or actions. Review collected by and hosted on G2.com.
Close offers a very simple user interface that is pretty intuitive and requires little or no training to get started using the basic features. The startup support they do provide is very helpful, though, proceeding at the pace that we set and focusing on topics that we choose. Close seamlessly integrates with our email system and effortlessly organizes all customer-related communications in an easy-to-follow and understand fashion. As a former user of maybe the biggest player in the CRM space while at a former company, I can confidently say that I have gotten more value out of Close, even at a much more reasonable price point. Review collected by and hosted on G2.com.
Close offers a very interesting AI summarization tool, but that is only included in their top-tier offering, which is a significant jump in cost. That top tier comes with many other additional features that do not make sense for our particular small business. While we'd love the AI summarization tool, we cannot justify the major cost increase. I wish that Close offered the ability to add on specific features for a smaller cost rather than the all-or-nothing approach. Review collected by and hosted on G2.com.
Simplicity is most certainly the most helpful thing about Close. What you see is what you get and the developers behind this software have somehow found a way to give sales teams like mine everything they need without sparing the essentials like custom pipelines, manual contact entry, or even bulk contact entry and call monitoring. My personal favourite is the in depth analytics you get for calls that you make and the notes areas you can write in within each contact / lead. I mention this because previously we've used Google Docs to record manually the outcomes of each calls, now we can do it all in one place which is insanely convenient for us. Review collected by and hosted on G2.com.
Takes a while to figure out how to create and customise your own pipelines but once you do it's all up hill from there. Review collected by and hosted on G2.com.
From first glance I was sceptical about using Close CRM but now that I've had time to get familiar this is amazing!! Close feels like a sales CRM made by an actual sales team who knows what we want and how to do it. Opportunities, pipelines, email marketing, tracking, SMS and the A2P verification is insanely easy. Our sales team is integrating nicely and our leads are reengaging by the day.
The AI call summarizer is just what we needed as well as the live call monitoring. We record all our calls with third party software but having the notes summary is a massive weight off our shoulders. It notes things that some of our reps tend to miss. Dates, names, locations, etc. Review collected by and hosted on G2.com.
There's some lag between operator and lead on calls when the AI summarizer / note taker is on with call recording but with a decent internet connection it's not too bad. Review collected by and hosted on G2.com.
What is the most helpful thing about close? ease, I can buy different numbers for different countries, states, and regions within a few clicks. I like how I can choose area codes to get specific cities and suburbs. This helps a lot because often times calls almost instantly become marked as spam on the caller id, when I can choose the area code, I can get real specific about where I am calling. Review collected by and hosted on G2.com.
There are a lot of options to choose from, I just don't use what I don't need. Review collected by and hosted on G2.com.
