Close Reviews & Product Details

Close is super easy to use and has everything I need Review collected by and hosted on G2.com.

Making Lead Lists can be tricky at first Review collected by and hosted on G2.com.

Very simple, the task form makes it very easy to organize and manage calls Review collected by and hosted on G2.com.

No downsides, in my experience, everything is good Review collected by and hosted on G2.com.

Have used multiple CRM's in the past but haven't found anything as efficient and easy to use as Close.

Love the feature of smart views to optimise workflow.

Overall love the system super easy to use and keep clean Review collected by and hosted on G2.com.

I can't think of anything I dislike so far Review collected by and hosted on G2.com.

Close allows me to manage my customer / porspect base quickly and effectively. It's very easy to manage workflow amonst co-workers for our current customers as well as set follow up on prospects. It saves me a lot of time by streamlining my day-to-day. Review collected by and hosted on G2.com.

The only downside I've encountered is with the phone / dialer integration with JustCall. Sometimes its choppy or delayed. Review collected by and hosted on G2.com.

Smart Views with combined with custom fields and Custom Activies.

Its where the power is, ability to create very specific smart views, which are like workflows.

API and Zapier support is a bonus too.

Support team are lighting fast. Review collected by and hosted on G2.com.

Can't make calls in web app.

Can't asign a contact to multiple leads/orgs. Review collected by and hosted on G2.com.

Easy collective team operations and great performance tracking + analytics Review collected by and hosted on G2.com.

Nothing major... Maybe more customisation options in email inbox - font types, sizes etc. Review collected by and hosted on G2.com.

The granular control of follow ups, as well as Opportunities tracking is excellent. The integration with Google email, meetings, calendars, etc makes it almost a complete dashboard for outbound selling. Review collected by and hosted on G2.com.

Smart views could be better integrated into dash, also easier to create at a user level - not an admin level. Review collected by and hosted on G2.com.

It is incredibly user friendly and one of the best programs I have used to date. Review collected by and hosted on G2.com.

Not much, at times there are minor issues with calls, but very rare. Review collected by and hosted on G2.com.

The ability to access email, sms and phone all in one. Also the ability to make quick notes as you are talking on the phone emailing or sending sms all in the same screen. Review collected by and hosted on G2.com.

I would like tasks to pop up and then go in inbox half hour prior to the task instead of being in the inbox as soon as the task is created. Review collected by and hosted on G2.com.

The simplicity of everything combined with a clean UX makes all the difference. Although it seems simple on the surface, the depth of what you can accomplish and track within Close makes it the best CRM I have ever used. Uploading leads is a breeze and the deduping aspect makes it so easy to ensure we are not contacting the same prospect twice. I also enjoy how the dev team is continually adding new, much-needed features. Review collected by and hosted on G2.com.

I would like a simplified and more in-depth reporting page. I would love if you could track each lead list individually to see the success rate of different lists. other than those I have sincerely enjoyed working within Close everyday. Review collected by and hosted on G2.com.