User Reviews Overview
About Close
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale...
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- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Great Beginner CRM Tool
Great tool overall to get started for a founder with little sales experience
Pros
- Very easy to get started / intuitive interface
- Enables you to send emails straight from tool and manage inbox
- Ability to set reminders and follow ups
- pipeline UI, similar to salesforce or hubspot
Cons
- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this
- hard to tell when prospect opened email
Reasons for Choosing Close
Email inbox management in CloseSwitched From
HubSpot Sales Hub- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Close is great for startup sales but lacks some simple features
Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.
Pros
I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.
Cons
I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Good For A Small Sales Team, in The Early Days
On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's no meaningful data analysis that can be done because of a lack of tagging and order. It's a good package to start out with, but I find that companies move along quickly for more powerful and useful products.
Pros
- really easy to use
- stripped down to the bare minimum, not many tabs for the sales team to navigate
- new email chain function is impractical as it's a manual task to set up for so few sales contacts
- customer support a few years ago was bad but has improved greatly
- price
Cons
- hard to extract data in a meaningful way. The search functionality is quite rudimentary
- data analysis is barely existent
- insufficient tagging
- feels like a doctored spreadsheet with nicer formatting but less usability
Top Close Alternatives
- Industry: Internet
- Company size: 11–50 Employees
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Review Source
A modern sales platform optimized for outreach
While Close.io is a CRM by definition, I consider it more of a sales platform. I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers.
With built-in call and email integration, Close.io is designed for salesperson outreach. It eliminates unnecessary data entry, and is the perfect companion for any sales team using the "Predictable Revenue" (A book by Aaron Ross) approach to sales. All activity (calls, emails, lead status changes) is automatically tracked, leaving the sales rep to just write contextual notes for each activity.
The automatic tracking of activity leads sales managers to easily determine how much activity yields certain sales results. Those answers are the holy grail when it comes to building a scalable sales process.
Pros
- Built-in call and email integration.
- Flexible and powerful API w/ great documentation.
- Dynamic lead lists (called "Smart Views") powered through search.
- Native Mac and WIndows apps.
- Responsive support team.
- Custom fields
Cons
- Costly for budget conscious teams. (But not less expensive than Salesforce and like platforms)
- No native mobile apps yet. (Not recommended for outside sales teams)
- Industry: Online Media
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Review Source
Best CRM I've had the pleasure of using
Close.io has been a huge help to our small B2B sales department. Before close.io we were using multiple programs to email, call, track, notate, and manage customers. It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.
Pros
The features that helped us the most:
-real-time integration with gmail. We send and receive all our email through the app. Besides being more convenient it also keeps all correspondence logged in an easy to reference way.
-recorded calls - all calls and voice-mails are automatically listed right along with notes and emails. This is incredibly useful with longer sales cycles. We are able to go back and actually hear what the customer said on the call two months ago. So much better than just notes, especially if there is every a disagreement.
- Support is amazing. Always very responsive and timely and walked us through our limited implementation issues, (see below). Additionally, they are always improving the app, so about the time I suggest an option I'd like to see it is already slated to be rolled out.
Cons
Not really any cons to speak of, but we had a couple issues at first:
- call quality was poor. This was due to trying to use a wireless connection and after switching everyone over to wired, it went away. So while not an app problem, something to consider if you or your team work remotely.
-Some merging issues when pulling lead data from our web form. Again, this was not an app problem so much as a developer problem on our end, but it was a headache for a couple days none the less.
- Industry: Business Supplies & Equipment
- Company size: 11–50 Employees
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Review Source
The future looks bright with Close.IO
I have used Close.IO at my past company and this is the only CRM that I can endorse. When I told my team that I was going to update the current CRM tool I was met with a lot of questions and concerns. After showing the video on the Close.IO site and taking questions for about 20 mins my team was buying into the idea of changing over. I was also able to prove to them that there would be a minimum of an hour that each of them would save a day, so that peaked their interest. Then as we ramped up for the change the nervousness kicked in again, so I made sure to stage the rollout in an effort to handle all questions in a controlled manner and prepare for more users. The employees were blown away by the ease of use! And I was impressed at just how smooth it all went. Being a tech guy my learning curve is quick, but from employees in their 20's-50's we had a hugely successful transition into Close.IO.
While my team is still early in the game, about 3 weeks into Close, we are seeing AMAZING results. One of my sales guys is up 50% in his personal sales! Others are up 10-20%. My entire team has said that they cannot wait to see what the future holds as we are continuing to find more ways to improve our process. Close.IO has convinced my team that it is the choice CRM tool.
Pros
Automation and their inbox is a huge pro.
Their search feature is arguably the best anyone could ask for. We are still discovering search tricks. GREAT ROI!
A great help page on the Close.IO site for finding suggestions and troubleshooting.
Cons
We did have a tough time with our firewall when first setting up Close.IO, so make sure to include your Network Admin in the conversation of switching to Close.IO early on in the process.
Sometimes getting someone on the phone can be a challenge, but email and scheduling a call have never been a problem.

- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great Sales Tracking Management
Close.io is great for tracking leads and customer bases and the communication timeline as well.
Pros
My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use. Also being able to call directly from the software and have the calls recorded and task creations are very simple.
Cons
The user interface could use some improvement. The flow of things can sometimes get a little chaotic so creates extra time to learn the system.

- Industry: Transportation/Trucking/Railroad
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Works as promised
Close has been great and their customer support is really awesome.
Pros
Close is an easy way to keep track of leads and customers alike. We can set tasks, see who is calling, and have visibility to communication the client has had with other people in the company.
Cons
I really don’t have many complaints. One tiny nitpicky thing: the icon in my tool bar continues to bounce even after someone else has answered a call. It can get confusing.
- Industry: Internet
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Good for contact and basic pipeline management, but lacks customization to enrich leads and...
It does the jib for very basic pipeline management, but definitely not goos for reporting due to the lack of customization.
Pros
Their contact management module is very well built. Email and event tracking are efficient.
Cons
The app lacks field customization for extra lead/deal data for reports, I found their integrations really limited (you can connect with Zapier but still has some limitations). Your tasks do not have a specific section or dashboard and you can easily lose track of the daily pending tasks.
- Industry: Building Materials
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
First thougths on new software
I am just beginning to use it so this is an initial review. So far I have found it simple to learn and effective in lead and customer management.
Pros
Sequencing, calling from the software, activity tracking, call recording, relative simplicity to use
Cons
no comment yet, i am just beginning to use it
- Industry: Information Technology & Services
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
The best CRM for the sales team to do the cold calling at an ease.
Pros
We use pipedrive for email marketing and Close.io for cold calling. Our system works like this. Our marketing team use pipedrive to send out email to possible leads and follow up with them and when it results in a successful response from the prospect the sales team collects the phone numbers. Then these prospects with phone numbers have been downloaded to csv and transferred to Close.io CRM for sales team. Then they do all the cold calling with in Close.io CRM. Our department also have access to this CRM to make support calls later on. We can say our sales team's productivity has increased a lot after implementing this CRM. They do not need to manually do the sorting and recording of calls made and everything can be done in settings just one time.
Cons
When importing the prospects from a CSV if there are duplicates in the file, it doesn't detect that and gets added just like an other contact. There are no option to segment the contact in to different categories.
- Industry: Automotive
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Review Source
Best out there
Pros
Love it for all businesses I have worked in. I literally have my own Personal Close I use that I bring when I take a contract, so I don't have to use something else. It is part of my working life now - Easy deployment (Even when Microsoft tries to ruin everything for you), Simple and easy, can opt into great features if you need it, export your leads, whatever it is - It is software that has clearly been made by someone who was in Business Development. The amount of time I save not having to manually document how much work I have done...Makes me more successful.
Cons
Nothing - it is great - A small deployment issue once, but that was 100% Microsofts fault. The reps were great at fixing it.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Great CRM for Early Stage Companies
For an early stage company I think Close.io has everything you'll possibly need. The higher tier plans also let you forgo a phone system in your office to make it even more cost effective.
Overall the system is very easy to use and the visual layout of the platform is very nice. And really most of the basic things you'd need out of a CRM are all there.
My only qualm with this system is that there are minor annoyances like not being able to unmerge leads in the event you accidentally might have done so. And overall contact management could be slightly improved but it's not enough to ruin the experience in my opinion.
Pros
I really like the ease of use and graphical interface. I also love that I'm able to dial straight from the platform and the templating system is fairly easy to use as well.
Cons
Contact and lead management could be slightly improved. Unmerging leads is not possible from what I can understand so be careful not to merge the wrong leads. Also if your working specific verticals, it's nice to be able to port a contact from one lead to another should they have switched companies but that's not a possibility either.
Response from Close
Thanks, Dean, we're happy that our inside sales CRM is serving you well! We've passed your feedback on to the product team.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Close helps you close.
The sales team uses close everyday. It has helped us stay organized, keep customer data up to date and stay on top of opportunities.
Pros
-Easy for the team to use.
-Calling system is great
-Fast customer Service.
-Call recording is fantastic.
-Easy onboarding
Cons
-Reporting is lacking for what we need. We would like to see more detailed reporting.
-Company Hierarchy. No way to easily setup parent and child companies
- Limited field for opportunities
-Smartviews are difficult to use.
- Few direct Integrations.
- Industry: Food & Beverages
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Great for Team Alignment
We're not the "target market" for most of the sales management solutions out there. We just needed something that could let us keep track of key accounts easily, give us a snapshot, and keep everyone on the same page..... and specifically me as a CEO to be able to bullshit check what the sales people are saying is the status of accounts (because now I can read all the emails and notes related to the account). Priceless.
We liked it so much, that we started another "organization" to keep track of our Series A fundraising... so we know where every investor is in the process, who has gotten what info, etc.
Pros
Flexible - easily tweaked
Not overkill
Cons
No mobile interface - nobody in our company sits at a desk and "does sales"... we are all on the road on jumping meeting to meeting, so it would have been awesome to have an app version or a more user friendly mobile version.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Paltry Notifications in Messages
Great experience generally, just hate when I'm really into a task and then I forget about checking close all to open it up to 3 message and 6 emails.
Pros
Lays everything out in a way that is simple, functional, and very user friendly. Most things make sense at first glance without much of a learning curve.
Cons
Notification system is genuinely trash. If I have the software on my laptop, there should be some way their API talks with MacOS notifications API, I think someone just has to build the connection.
- Industry: Insurance
- Used Daily for 6-12 months
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Review Source
Great simple CRM that we actually use
Pros
Close integrates all of our customer communication into one place to make it really easy to use. Because it integrates with calling and email, most communication gets automatically logged so there isn't that annoying extra step. And because we're already in it while interacting with customers, adding notes is natural. The result is a CRM system that is up to date and gets used.
Cons
I'd like prettier reporting. The reporting screen basically counts and filters to give a table of results. I would love to have this visualize pipelines and allow us to drill down on results in a more visual way.
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Best inside sales CRM out there!
Pros
I like their all in one feature package - outreach can be done via call, sms, email. Each feature is beautifully designed.
I also really like Smart Views
Cons
No cons really. It's a little more expensive than other CRMs out there - but I totally understand because the features they provide at this price point eliminates need for any other app in my sales workflow.
- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Great CRM that understands its user
I would advise this product to anyone, the pricing is correct, the product is great and does not try to lock you in but retains you through customer satisfaction.
Pros
The simplicity yet power of this CRM system is exactly what a growing company needs. It is also fantastic that the product comes with an API that can help to automate your tasks and connect the CRM to other products.
Cons
The user interface of the emails could be smarter and give a better oversight!
- Industry: Staffing & Recruiting
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Powerful DUmb Tool
Sales. Closing. This is what CLose IO is best for. If you want it to do complicated tasks it would start breaking up and tearing down into nothing. For smile and dial, this is the best.
Pros
Love the fact that I can power dial a bunch of people and drop voice mails. This is a godsend for my team.
Cons
Stupid workflows, automations were really horrible and was set up poorly by the agent who worked and never was working correctly for 9 months.
- Company size: 51–200 Employees
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Review Source
Will you marry me?
I LOVE this solution. It's extremely flexible which is crucial for our company of 80. With our HQ in Europe, and a sales team poised to expand rapidly worldwide, we needed the ability to "speak" to each other by having access to all leads in the system and their history. Right now we are piloting Close.io here in the U.S. with a couple of sales people also trying it in Europe. We integrated our incoming leads from our system into close.io via Zapier and all communication via Gmail. It was a snap! Also, the support team can CC or BCC close.io on crucial matters via the ticket system and sales can now see all important transactions in one place. Just in a few short months Sales productivity has changed dramatically, and basically, I'm a happier person, which is good for everyone!
Pros
Easy to use interface. Nice upgrade with the html in the email function! Integration with the phone is great!
Cons
Fix the Tasks function to be more user friendly. allow us the hide the custom fields so we don't need to scroll through them all when assigning data.
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Review Source
Dare I say It's Fun?
If you're organized and you'd like to pass that along to other coworkers, this is a great piece of software. It's easy to add fields for customers and leads, keeping pertinent information accessible for all entries. That information is easily trackable, with a great search tool that will find absolutely any query by searching across all entries.
Pros
The search bar makes finding ANYTHING very quick and easy. Also, the ability to see emails between colleagues and leads/customers. It's a great tool for support teams.
Cons
I love the organization of Close.io, but there are so many possibilities to keep track of, it can be overwhelming.
Response from Close
Thanks a lot for the great review, Daniel. We're glad your team is getting so much value out of our sales app. If you ever want a complimentary consultation by our success team, please let us know. They can help you find the best setup for your team :)
- Industry: Real Estate
- Company size: 51–200 Employees
- Used Monthly for 2+ years
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Review Source
Close
This is a simple, easy to use platform that manages leads and calls, making it easy to monitor with call recording/listening, as well.
Pros
Easy to record calls as well as listen in on or join calls – can easily talk only to the customer service agent so the customer can't hear, as well. Calls are saved and appointments that are made/messages are easy to find and see.
Cons
There isn't a feature available (yet) to be able to schedule emails to go out, which would be helpful with appointment setting and lead management.
- Company size: 2–10 Employees
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Review Source
Best Sales Productivity App
We were looking for a CRM that could be adopted easily by our sales team, and that could improve the productivity and flow of our reps. When we landed on Close.io we knew we had found the right piece of software. I would defy anyone out there to find a more user-friendly CRM. It's dead simple to understand and incredibly intuitive. And they've included all of the features you need to get going fast: from their famous Search Bar to call recording.
Pros
1) The ability to draw up call lists in 30 seconds using Close.io's search bar is brilliant.
2) There's no feature creep or anything that can obstruct you from doing what you need to do during your day of sales activities. Their design and UI is just clean and welcoming.
Cons
The only thing I might want more of, is more details analytics so we could go deeper as it pertains to metrics.
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Review Source
Fantastic and helpful
My partner and I had just started a business in January, and we were in need of some assistance for a CRM that worked in a multitude of ways for sales and prospecting. I signed up for the free trial and have loved the program ever since. It is aesthetically pleasing and very functional. I mainly use it for emailing, but it's great to track notes, calls, and tons of other information as well! Close.io has a search function that is customizable to nth degree. It makes searching for any kind of leads you want very easy.
Pros
I am very pleased with more than just the program itself. I am very pleased with the interest taken from Close.io employees/members itself. I was sent emails asking how things were going to make sure that everything was going smoothly on my end. Having that kind of interest in their product and their customers who are using the product is one of the big reasons I ultimately decided to go with Close.io instead of searching or trying another sales CRM.