Close Reviews in May 2025: User Ratings, Pros & Cons

CRM with a well-developed interface

What do you like best? You can record the calls to analyze them later and see all the details. When you have a place where all the interactions you do with your clients are recorded, it is much easier to review any error or mistake that has been made and you can also work to improve the customer service. The tasks and notifications of objectives that you must meet are organized automatically, it is easier to carry all your work organized, because you can easily manage everything you ...

CRM Well designed, useful and complete

What do you like best? Smart views are one of the most interesting options we have found, because you can define better thanks to that tool the public you want to send a specific product, you can better define which clients will adapt more to the advertising you want to send. Simplicity is another element that has influenced us to choose this CRM. Our sales teams have adapted very well to their operation, have understood well the operation and have been able to integrate all the data ...

Solid, efficient, simple CRM

What do you like best? The auto-dialer is great. It's very easy to work my entire day out of close.io instead of several other programs- it APIs into just about every tool I use. Metrics and deal tracking are excellent as well. For high-octane dialing/cold outreach, this CRM is awesome. What do you dislike? Sorting/grouping leads can be cumbersome and time-consuming. Lacks some bells and whistles of more robust solutions. Occasional interruptions in service. Their support team is ...

Great sales software with an amazing followup angle.

What do you like best? The powerdialer feature and email sequencing. What do you dislike? Lack of customizations you are not able to enhance the software or specific fields. You are limited, so If you have a database you are looking for this is not the software to use. There are other options. However, if you want purely a sales tool. This is the software for you. Recommendations to others considering the product: If you are looking to expand your business and make a lot of ...

I love speaking to Competent people.... Close.io is full of them

What do you like best? I really like how we can create smart views to hone in on leads who need to be called. I've used them for 5 years now in 2 different companies and I am amazed how much they have grown. I also like dealing with their staff. Always helpful and really know what they are talking about. Shout out to Matt Bonde in Customer Success! He was a pleasure to work with as well as everyone at Close.io! What do you dislike? I would not call this a dislike but I do wish they ...

GREAT clean CRM

What do you like best? Integrations of emails and leads was great to upload existing customer base, the simplicity of filters to target an exact group of your base is simple too. What do you dislike? Nothing to pinpoint, it's user-friendly and simple Recommendations to others considering the product All in one place for lead procurement, scheduling email and phone marketing for new leads and existing customers. Close adds a great level of organization to your business. What ...

One of the best company-based CRM out in today's market.

PROS & CONS What are the best aspects of this product? The greatest thing with Close.io is it's capable of organizing leads with contacts and companies. When it comes to selling to companies as opposed to separate people, the structure saved a ton of time for sales reps. Not only that, but it made things a lot simpler for those on sales. They get to see which contact points were made with potential clients they had before. What aspects are problematic or could work better? The thing ...

I used to work as an IT manager and IT support. Now I'm a content end-user.

PROS & CONS What are the best aspects of this product? Using the product is great. Simple to comprehend. Fantastic support. Great help from beginning until the end. What aspects are problematic or could work better? Currently, the needs of our business is a bit quirky. Thing is, we were able to meet our needs with a bit of help. What specific problems in your company were solved by this product? Maintenance workorders are facilitated. Great for service request. The same goes for ...

Easy, smart & effortless

What do you like best? Love the support of the close.io team, super quick to assist in anything from customization to ironing out issues. What do you dislike? Lack of mobile app and no sales leaderboards Recommendations to others considering the product Do it. What business problems are you solving with the product? What benefits have you realized? Easy way to sort and power through lead lists, identifying potential revenue.

User-Friendly CRM

PROS & CONS What are the best aspects of this product? There are a lot of things I love about Close.io. For one, it is very simple and straightforward. I can use it right off the bat without having any serious difficulty with it. It is also a cloud-based system. Although you need to download it, it easily syncs up with my desktop. I could work on anything at home and in the office and knowing that every changes made are automatically saved. I also love the system integration with Google ...