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

Great for sales reps; for marketing/sales ops, not so much.

What do you like best? - Ease of use, especially for sales reps - Smart views enable quick and easy mini-reports - Bulk editing of lead (company/account records is extremely fast What do you dislike? - Out-of-the-box reporting, while easy-to-use, offers far too few options for companies that are scaling quickly - User roles and permissions, although continually evolving, are far too simplistic and do not address many key security concerns - Something as fundamental as lead ...

Try it, you'll like it.

What do you like best? Highly focused on only what you "need" for outbound sales. Application is stable, reliable, fast. Integration possibilities abound and are easy enough that you can figure them out yourself. Very easy to work fast. What do you dislike? You can build a workflow/sales cadence based on their (extremely powerful search, but it takes time and planning if you want to follow up with specific steps on a particular schedule. The app is focused on emails and calls (and SMS, ...

Best Sales Software!

What do you like best? The attention and focus put on this platform being strictly for Sales is my favorite thing! Out of the gate what you get is already tailored to a Sales team; VERY little need to make it custom. They thought of everything that matters most to Sales teams. What do you dislike? When my company grew to a split of Sales and Support needs being 50/50 the use of the Sales platform went down since we wanted one system to do everything. Recommendations to others ...

Great Option For Start-Ups

PROS & CONS What are the best aspects of this product? I have gone through with a lot of CRM systems, such as BaseCRM, Salesforce, and Pipedrive. But nothing comes close to Close.io. So far, it is the best CRM platform we have worked with. It fuses best practices with the tool, which is already easy yet very robust. The smart views, the mass email feature, and the in-app call tracking are excellent functionalities I love about the software. What aspects are problematic or could work ...

Efficient, versatile tool

What do you like best? I love most things about this app. Most of all the ease of filtering. I have no problem creating a query that is extremely specific and helps me find exactly what I'm looking for. What do you dislike? I wish there was a better system to sorting leads. I would prefer to have subsections rather than single categories. I also think they would be smart to open this up to more businesses. Right now, it's main focus is sales but we were able to tailor it to our needs ...

Very easy to control everything.

What do you like best? I have the better overview of all our sales performance. Also, I like the way of emails, calls, tasks, and reminders are automatically organized. By all of this working tools, I always know what’s going on and what I should do next. I like a lot of thing with this platform. What do you dislike? I don't have any bad issues about with this platform. All of the working processes is good and doesn't bring any errors. Recommendations to others considering the product ...

The Best CRM Platform In The Market Today

PROS & CONS What are the best aspects of this product? One can instantly see that the best thing about Close.io is the way it organizes the leads it captures - as companies and contacts within those companies. This unique approach is a time saver because we are able to sell to companies as a whole instead of peddling leads to individual people. This structure also simplifies the job of sales people as it pinpoints the contact points that have been made with potential clients in previous ...

One of the best software for sales

What do you like best? The use is fairly easy to use, has a clean design and an excellent layout. As a business-oriented software, it starts to work with minimal problems and find a way out. In general, positive feedback from our sales team, as employees say that CRM is easy to use and allows them to call and send letters by e-mail very quickly and easily. What do you dislike? I would like a more complete list of keyboard shortcuts and the ability to track activity. Recommendations to ...

A CRM that can finally comprehend the world of B2B sales!

PROS & CONS What are the best aspects of this product? The fact of the matter is. Close.io is capable of organizing leads by organization instead of people. I find this to be awesome! Each e-mail being sent out, call made, and note written about an organization as well as leads from within are housed in a single location. What aspects are problematic or could work better? Reporting could use some big upgrade. We'll soon wind up making our own reporting tool on top of their current ...

Close allows for a easy to use user interface for all businesses.

What do you like best? I like the fact that it is easy to keep track of all business communications with certain clients. It is fairly easy to use and we can hold one another accountable with all client communications. I also like that we can complete a lot of functions all at the same time. What do you dislike? The custom fields can get annoying to find. I don't like that the company is always making updates without letting users realize that the change has even happened. ...