Close
Review of Close Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Close
Close Screenshots
Close Features
Close Integrations
Customer Reviews
See why people love Close
Dr. Brijendra C.
Verified UserInformation Technology and Services · 2-10 employees
You really need to try CLOSE CRM
Amazing CRM products, especially for startups
Easy to use interface and very clean UI, amazing roadmap too, they do support under MS for startup program, this include call the customer features
Features sets are lacking, however they have a strong product roadmap, which helps to stick with the software
Switched From
It was included in MS for startupp pprogram
Mehmet Ali T.
Verified UserProgram Development · 11-50 employees
Efficient and User-Friendly CRM for Sales Teams
Very useful and easy to use. Close offers a streamlined experience tailored for sales teams, with intuitive features that enhance productivity. From the dashboard to communication tools, everything is designed to be accessible and efficient. It has definitely helped us stay organized and focused on closing deals faster.
- The dashboard is very useful and practical
- It gives a clear, real-time overview of all sales activities, making it easy to prioritize follow-ups and track progress at a glance
- I especially appreciate how intuitive the interface is even new team members can get up to speed quick
- The trial period felt a bit short, especially for teams that are evaluating multiple tools and need time to fully explore all the features
- A slightly longer trial would be great
Switched From
We switched from Pipedrive to Close primarily for its all-in-one communication features
Jonathan L.
Verified UserInsurance · 2-10 employees
Exceptional if it fits your business model, meh if it does not
Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model. Lead management and the sales pipeline management were incredibly easy to get into however. Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was fantastic. The 'workflows' or automations on sending out follow ups on schedule and utilizing templates is also something awesome only found on CRMs that cost 4x as much; that's a great deal. However, as noted above, they didn't have retail business models in mind or maybe they don't have enough context. 1) There's no call history - Yes, their guide or protocol is to 'add as a lead' when a call comes in, but that's only DURING the call. So if a new lead calls in to your agency/store, and if the call ends and the lead isn't added, then the call's number/history is lost in the ether. If you've ever onboarded new employees, you know procedures like this won't be followed all the time. 2) There's no way to set business hours/voicemail-forward - I work past business hours to get extra admin work done; of course customers don't always look up business hours before calling and suddenly I have to listen to the ring tone for 30 seconds or pick up. 3) Big emphasis on 'Companies' as leads/customers vs Individuals - So on lead profiles, you can set an address, yes. But after setting the address, city, state, zip code, you can only see the city and state on the lead's profile (probably because of its intended use for B2B sales), but in a B2C context, it's vastly more helpful to see the full address for us. You can argue you can create custom fields, but it seems like a easy fix to just let users choose which address details are visible in that proper spot. This is just one example, there's also not really much functionality for MAINTAINING/RETENTION of clients after the sales aspect. Again, emphasis towards saas sales where the use-case is getting the sale and then passing off the client to another department; whereas in retail or agency use, we have to maintain that relationship or make product/service changes. All in all, incredibly useful focus on the outbound sales aspect, if your business model fits or if you want a dedicated sales CRM for a sales team. However, retail businesses, B2C, or in my case, insurance agencies, will need something more well-rounded.
- What I liked about Close was the consolidation of tools into one CRM
- The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box
- Phone features are underdeveloped or possibly intentionally barebone
Switched From
My team was a bit lost with all the different tools and platforms we were using, Close CRM seemed like the silver bullet.
Kyle S.
Verified UserConstruction · 11-50 employees
Phone Heavy Sales Team's Dream
It is everything we need except dashboards. If your are an outbound or phone heavy sales ord
- no fluff
- there are not 3 different places to log contacts/opps/accounts/leads it is all on one page
- It is simple yet surprisingly powerful
- Every one of my reps added can't get over how easy and fluid it makes their life
- Dashboards are non existent
- You will need to be comfortable with exporting/using zapier/or a few support partners to push your data into a visual appealing place
Switched From
With a high velocity sales team hubspot was slowing us down and complicating the process for the team.
Why they chose it
"Experience with the system, knew the ease of use was what our team needed. We may pair up with salesforce/hubspot in the future as we mature as a sales org but for now we are solid with our process."
Rod T.
Verified UserFinancial Services · 2-10 employees
Close is the best way to track leads through the sales process
I like Close and will continue to use it because it works for me. I can enter a new lead and immediately start a communication track via email and text and Close keeps it all in an easy to follow format.
- Close is really easy to get up and running and is simple to work with
The cost to go from the base plan to the next level that has several more features is a lot
Switched From
Salesforce is fine but has a really long learning curve and there are so many field options it can get overwhelming quickly. And it's expensive.
Todd Q.
Verified UserInformation Technology and Services · 2-10 employees
A great solution once you get it organized
Verified reviewer
- I love the Smart Views which allow custom filtering and sorting of leads
- This helps me quickly review different types of leads based on lead score, when I talked to them last, and when I need to follow up with them again
- I wish basic text formatting was built into the note taking (especially bullet points)
- I understand with not going crazy with a WYSIWYG, but some simple formatting options would help for quicker note taking
Switched From
Hubspot wasn't as intuitive or as quick to use. Not to mention the crazy high costs for some of the additional features.
Eric M.
Verified UserMarketing and Advertising · 2-10 employees
Close - Marketing Agency
Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.
- It is a great CRM for marketing and sales agencies
- I would recommend the software if you do a lot of outbound sales and need to assign tasks to team members
It is a little bit of a steep learning curve however once you get the gist of it everything becomes very easy
Switched From
I needed the use of an integrated phone line for the CRM.
Why they chose it
"I preferred the customer experience with Close."
Tony C.
Verified UserPhotography · Self-Employed
Close.com Can Make Your Business Run Efficiently and Problem Free
We had another CRM system that was a lot more expensive and not very easy to use. Close.com is just a pure pleasure to work with and the entire team here is thrilled with it.
- Platform is very easy to use and all employees just loved it the minute they tried it out
- We all wonder why we didn't get this sooner
- Close
- com is also fun to use and everything is at your fingertips
- Program works fast and makes the customer ticket system very efficient
- No cons at all
- I mean it
- This program Rocks:)
Switched From
Less expensive and easier to use.
Why they chose it
"Less expensive and easier to use and the team here learned quickly how to use it."
Alexander E.
Verified UserMarketing and Advertising · 2-10 employees
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.
- 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
- 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
Switched From
The interface is much more approachable, reporting is better, and the email sequences is a gamechanger.
Ilan M.
Verified UserInternet · 11-50 employees
Good and easy CRM
Good experience so far. Everything seems to be working as it should
- Easy to use and intuitive platform with good features
- We just started a few months ago, so nothing negative yet
Popular Close Alternatives
Close
See what companies are saying about Software Advice
This is very useful service. The company presents itself in a very professional manner.
Subscription Successful!
You've been added to our newsletter.
Write a Review
Share your experience to help others make better decisions.