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

Close.io saved my AE life

What do you like best? Close has made it super simple for me to handle all my daily task as an Account Executive. It allows me to essentially do everything I need to do within the platform without leaving. I have been on it for only around 4 months, but every week I'm finding ways to streamline my process to fit my needs. I originally was using Salesforce, but the UI in Close.io is 10x easier to use. What do you dislike? The only thing I'm not a fan of is the inbox. I wish that ...

Trouble closing sales? Use Close.io

What do you like best? The template and layout are simple to use, but also have an in-depth library of custom filters to sort through leads. What do you dislike? The connectivity issues I come across at times, as well as the inability to turn off marketing emails for individuals instead of entire companies What business problems are you solving with the product? What benefits have you realized? Organizing and keeping track of a pipeline of sales

CRM Simplicity

What do you like best? Close.io is the smoothest CRM that I have ever used, it allows me to quickly see historical data, who is contacting the lead and when was the last time they were contacted. Running reports is much easier than SFDC & other competitors. I can quickly filter leads based on the criteria that I desire, and get to work. What do you dislike? Larger sales teams probably want the ability to assign ownership to leads based on geographic regions, I don't see that as a ...

Good for high volume inbound and outbound sales

What do you like best? You are able to run specific queries like a database and there is a fair amount of flexibility with custom fields. The bulk emailing can save a ton of time when emailing several leads. What do you dislike? UI is a bit plain and reporting is not very good unless you pay for the highest priced plan. Also no mobile app means you are chained to your computer. Recommendations to others considering the product Close.io is built for specific types of sales and it is ...

Powerful CRM for SMBs

What do you like best? a super simple b great UX c amazing transparency of your communication with customers (great gmail integration d smart-views allowing you to filter out basically anything! e not too pricey What do you dislike? a very basic reporting b too few integrations Recommendations to others considering the product Before buying close.io, determine what kind of 3rd party solution you will want to integrate with it. After all, CRM should be the very heart ...

Makes you focus on the essential

What do you like best? The calling features are perfectly integrated. Very easy and appealing to use. Great selection & focus on features that matter. What do you dislike? - A little more intelligence on lead scoring (e.g. how often does a prospect follow a link in an email would be good. - expensive - More marketing automation (e.g. integrated drip campaign would be good. Recommendations to others considering the product Eventually, it would be nice if close creates ...

All-in-one CRM

What do you like best? Having all information in one place and automatically logging calls. What do you dislike? There, currently, is no mobile app (yet. Having the ability to also check your leads and call them while on the go would massively help in my way of working. Recommendations to others considering the product Make sure you are using the right lead statuses from the beginning and also take time once a week to go through your opportunities. I have a recurring calendar event ...

Very solid CRM product

What do you like best? Close.io has really strong base functionality, with good call, email, and lead tracking. The reporting is great for keeping tabs on a small team, and understanding basic activity metrics. Overall the application just works great out of the box, and is organized the way that I needed it to be for my software sales team. What do you dislike? The lack of integrations will ultimately be prohibitive for any team as they scale. There are aspects of Marketing ...

Customizable alternative to standard CRMs, not best for visual learners

What do you like best? Automated logging of sent/received emails, automated call tracking and recording. Ability to add custom tags, create tasks, and set automated reminders so that your sales team has peace of mind. What do you dislike? It's designed for engineering-type personalities -- no visualizations of the data, but rather a search bar that requires you to learn complex search formulas in order for you to sort out the data you need. Requires exporting to CSV and reworking in ...

Finally, a CRM that understand B2B Sales!

What do you like best? The simple fact that Close.io organized leads by company rather than person is awesome. Every email sent, every call made, and every note about a company and all leads within are kept in one place. No more worrying about reps contacting a company someone else is working on currently. Their new inbox feature is great as well since it provides a single screen for what a sales rep needs to get done in regards to follow ups. What do you dislike? The reporting could ...