Close Reviews & Product Details

It's easy to use, and both leads and tasks are organized in a way that makes tracking simple. The integrations are impressive too, with LinkMatch being a particular favorite of mine. I really appreciate the task function—each day, I just check my inbox to see what needs to be done. When we first started, getting set up was effortless; with just one click, we were able to start using Close right away. Customer support has also been quite responsive. Review collected by and hosted on G2.com.

So far, I haven't encountered any issues with this tool and am really enjoying using it. I use it every day to keep track of my tasks, and I haven't found anything to complain about yet. Review collected by and hosted on G2.com.

Close is incredibly intuitive — the ease of use is one of its biggest strengths. From day one, our team could navigate the platform without training, and it’s made daily tasks feel effortless. The number of features is also impressive: everything from lead tracking to automated follow-ups is built in, but it never feels bloated. The ease of implementation was a pleasant surprise — setup was fast, and we didn’t need a long onboarding process. Plus, the ease of integration with our existing tools made adoption seamless. We use Close daily, and it’s become a central part of our workflow. Review collected by and hosted on G2.com.

Honestly, very little. If anything, I’d love even more customization in reporting views. That said, the customer support team has been responsive and helpful whenever we’ve had questions — so even small issues get resolved quickly. Despite the rich feature set, Close stays fast and uncluttered, which is rare for CRMs. Review collected by and hosted on G2.com.

What I like the most is the email campaign and workflow feature. It helps us reach more people with mass campaigns, and at the same time, we can send quick one-to-one emails right after a call using templates. This way, we can follow the 3M strategy faster and more easily. Review collected by and hosted on G2.com.

The filters available in Close feel a bit rigid, which sometimes makes it challenging to create smart views effectively Review collected by and hosted on G2.com.

The user end for me and for my callers has been very easy. Everything is at hand, from emails to notes, without having to fumble around to find them. The smart views are dynamic and make sure that the leads I call are during their local business hours. Customer support always gets back to me very quickly when I have a question. Review collected by and hosted on G2.com.

As amazing as the front end is, the back end does need some work. The hierarchy between the super admin account and sub accounts is not quite there yet. Before Close, I was used to being able to log in as a super admin and being able to change the settings for sub-users. On Close, those settings have to be changed while logged in to the actual sub-user account. Last I reached out about this a few days ago, they said they are working on it. Review collected by and hosted on G2.com.

Because it is focused primarily on sales/outreach, Close tends to have a simpler UI and faster learning curve in those areas (for outbound-heavy teams), compared to more general CRMs or those built for marketing and customer service Review collected by and hosted on G2.com.

Larger CRMs (Salesforce especially, also HubSpot) have hundreds or thousands of integrations, robust marketplaces, lots of add-ons. Close has integrations, but fewer out-of-box for very niche or advanced tools. If you have a complex tech stack, that matters. Review collected by and hosted on G2.com.

Using Close CRM has completely transformed the way I manage my sales process. From the moment I started using it, I noticed how easy it was to get set up and actually enjoy using a CRM something I never thought I’d say. The built-in calling and email features save me so much time, and I love how everything is tracked automatically without any extra effort. I can clearly see where each deal stands, follow up faster, and focus more on building relationships instead of chasing down notes or updates. It honestly feels like the tool was built with real salespeople in mind, and it’s made my day-to-day workflow way more efficient and less stressful. This is the best CRM i have ever used by far i highly recommend 10/10! Review collected by and hosted on G2.com.

The only downside is i wish I found about this crm earlier. Review collected by and hosted on G2.com.

I love Close because it is by far my favorite platform for updating contacts, recording possible leads, and funneling them efficiently. I appreciate its very easy-to-use platform that has been a breeze to set up. The ease of uploading spreadsheets and creating contacts, along with the ability to use any kind of filter or details necessary for organizing my sheets and lists, has significantly improved my workflow. I'm able to manage and follow up in great detail with past clients or those reaching out, which has been immensely beneficial. The platform's integration with tools like Trellis, a phone dialer system, complements my operations effectively. I rate it highly with a 10 out of 10 for recommending it to others. Review collected by and hosted on G2.com.

I find the lack of screen recording and sharing features limiting. It would be helpful to create SOPs and share important information with my team seamlessly within Close. Review collected by and hosted on G2.com.

I find Close to be an exceptional CRM tool that significantly enhances my sales activities. I appreciate its smooth and easy setup process, which was one of the smoothest I've ever experienced, allowing me to start using it without any hassle. I am impressed by the AI features, especially their ability to summarize what happened on calls, making the sales processes faster and more efficient. The platform's feature alignment with sales processes is perfect, providing a clean and seamless experience. I love how Close allows opportunities and calls to be summarized through AI text, which gives me a clear view of the sales interactions. Additionally, I appreciate the visibility and organization of notes, where they can be pinned and are accessible to both setters and closers. The lead management feature stands out as it distinctly shows which leads are assigned to whom, ensuring everything is in the right place. Overall, Close is the best CRM in my experience, and its features make it the most optimal option for our sales team. Review collected by and hosted on G2.com.

The pricing of Close might be a concern, even though it is considered worth the price. Review collected by and hosted on G2.com.

I find Close relatively straightforward and easy to navigate, which allowed me to fully utilize all its features in just a day or two. It efficiently solves problems by enabling me to dial leads very quickly and effectively find and communicate with them. The system allows me to be more effective in my communication endeavors. I appreciate the features such as pipelines, smart views, the inbox, and communication tools, which are particularly useful. The simplicity of finding leads and communicating effectively are aspects that would make me choose the platform again. Close handles approximately 90% of my required tasks, which is impressive for my needs. Review collected by and hosted on G2.com.

I dislike the lack of SMS messaging capabilities for reaching US leads and the inability to message leads from other countries, which limits communication flexibility. Review collected by and hosted on G2.com.

Close is responsive with easy UI. Smart views are easy to use. Reports give accurate and easy to view data. Review collected by and hosted on G2.com.

It can be hard to set the right filters and that in itself requires training. Businesses add lots of fields etc which make it more complex. It would be good if we could use AI to establish filters.

I don't like that the power dialer can't double dial, and then any time I want to do so I disconnect.

Lately I think, but I can't confirm for sure, it seems like Close CRM has been using lots of CPU on my Macbook Pro M2 Review collected by and hosted on G2.com.