Close Reviews & Product Details

I really like that Close is very simple to use and doesn't require much training or hiring a sales ops team to manage. I enjoy using the messaging feature to communicate with my team about deals, and it's great that I can comment on a lead or opportunity and it automatically emails the owner and anyone I @mention. The initial setup was very easy; I just connected Google Workspace and it started working automatically. Review collected by and hosted on G2.com.

I wish it integrated with Slack without having to pay Zapier. Review collected by and hosted on G2.com.

My wife and me use close daily to manage our work projects. we always use it so we're always on the same page about what stage we're at Review collected by and hosted on G2.com.

It took me a while to understand how to get a phone number working but once i did it was all easy from there. Review collected by and hosted on G2.com.

I use Close for my personal work in real estate and it's very complete. I love how it makes everything easier by automating tasks. The automatic call transcription feature is just amazing since other platforms don't have it, and it allows me to read the parts I need without listening to the whole call. It's pretty much the best app I have ever used. The initial setup was very easy and straightforward, which I really appreciate. Review collected by and hosted on G2.com.

Anything I think is the best app I have ever used Review collected by and hosted on G2.com.

The built-in calling and email sequencing inside the same UI. I don’t need a separate dialer or outreach tool — everything logs automatically, which saves me at least 5–10 hours a week on admin Review collected by and hosted on G2.com.

The reporting and analytics aren't very customizable compared to other CRMs. Also, the mobile app is fine for quick checks but clunky for real work, and the email text editor feels too basic Review collected by and hosted on G2.com.

I like Close because it's pretty clean and simple with not too many buttons everywhere, which makes it easier to use. It's way cleaner and the UI/UX interface is better than any other CRM platform right now. Close is also easier to pick up compared to other CRMs, and as you use it more, the workflows and smart views become very intuitive. Overall, it's very good and miles better than the CRM we previously used. Review collected by and hosted on G2.com.

On the power dialer, sometimes it won't allow sending messages to certain leads, which is kind of annoying. Sometimes it says to just contact Close support whenever you dial them. Review collected by and hosted on G2.com.

I like Close because it's really simple to use and personalize. It's simple to customize and helps me do things faster in a reliable way. I use the workflows a lot, as they help me manage my outbound in a good way. The pipelines are a key feature for me, and they're one of the main reasons I use the software. I also think the initial setup was easy, as I've heard no complaints about the process. Review collected by and hosted on G2.com.

I think it could be improved, the reports. And most of them, the reports of activities, some custom activities it's hard to see or I don't know yet how to see activities and correlate the activities to an opportunity in a way that I can analyze better. Review collected by and hosted on G2.com.

Great tool for staying in contact with my crew. Really like the calling and how easy it is to get going in NZ. Integration with my email was easy. Everything works perfectly for me. Getting my money's worth. Review collected by and hosted on G2.com.

Not a lot I don't like. It took me a few days to figure out. More tutorials on YT would be great. Review collected by and hosted on G2.com.

I like that Close keeps all the conversations I have with a certain client or lead in their tab and separates them if they were different conversations. I also like that it keeps all files we exchanged in a separate tab. As I run a print shop, it's very important to have a clear view when I send my clients designs that they need to approve. Close makes it easy to track which version they approved, especially with the files tab functionality. The initial setup was very easy, and I figured everything out instantly. Review collected by and hosted on G2.com.

I would love to use Close for cold calls as well, but it doesn't support Serbian (+381) number, so I can't. I can but people will think I'm a scammer if I don't have a Serbian number. I would love if they added support for Serbian (+381) number. Review collected by and hosted on G2.com.

Platform is easy to use and flows well for our inside and outside sales teams. Report generation is easy to use as well. Review collected by and hosted on G2.com.

I have yet to have any issues or find myself needing something it doesn't provide for my team and I. Review collected by and hosted on G2.com.

I use Close to manage and streamline my sales pipeline. It helps me track leads and manage deals, keeping all communications, calls, emails, and notes in one place. I love how sales-focused and intuitive it is, especially with the built-in calling and email features because they let me communicate with prospects directly from the platform. The automatic call logging, email tracking, and activity history are great for maintaining a complete record of every interaction. I appreciate the clean, customizable pipeline view that gives me instant visibility into where deals stand and what needs attention next. Plus, the powerful search and filtering make it simple to prioritize leads, segment accounts, and stay organized. The onboarding process is intuitive, making it simple to get started without requiring much technical knowledge. Review collected by and hosted on G2.com.

While the existing reports are useful, they can feel a bit limited when you want highly customized views or more advanced dashboards. Having more drag and drop reporting or deeper analytics would make performance tracking and forecasting even easier. In addition, the interface is clean, but managing a large number of leads can feel information dense. More layout customization or collapsable views could help tailor the experience for different workflows. Review collected by and hosted on G2.com.