Close Reviews & Product Details

I find Close very easy to navigate and use. The platform's user-friendly nature makes it simple for me to handle tasks efficiently. I love how everything, including email, is well integrated, making it easy to manage communications. The text campaigns, incoming calls, and app perform really well, especially when I'm away from my computer. It's incredibly helpful to access the entire lead sheet with full information on the go. Everything being accessible on one platform is just great for my workflow, allowing me to manage my clients, outbound dialing, and communications all in one place. Review collected by and hosted on G2.com.

Sometimes when I'm on the iPhone version, the app doesn't let me see what phone number I'm texting from. Since I have multiple numbers and clients in different states, that'd be nice to be able to see, just the way I see it on my computer. Review collected by and hosted on G2.com.

I love the ease of use. I think the platform is very aesthetically appealing and easy to navigate, and there's not a whole lot of headaches when it comes to figuring out the tech side. I also love that using Close, they optimize for leads. They actually drip it and use a method that's going to make it be the best deliverable type of engagement to our leads. Review collected by and hosted on G2.com.

Sometimes there are a few bugs and hiccups that come up, such as duplicate leads or campaigns that don't launch correctly. Some of these things could probably be improved to make a smoother user experience. Review collected by and hosted on G2.com.

I love how easy it is to keep everything organized with Close. The AI features are fantastic, especially the live speech-to-text conversion, which lets me instantly store important information shared by clients. I find it very fast and intuitive, which makes organizing my business a lot easier. I like that it organizes all of my clients in one database and keeps the policy information for each client, keeping my job running very smoothly. It also allows me to create new leads effortlessly. The initial setup was extremely easy. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

It's easy to use, and both leads and tasks are organized in a way that makes tracking simple. The integrations are impressive too, with LinkMatch being a particular favorite of mine. I really appreciate the task function—each day, I just check my inbox to see what needs to be done. When we first started, getting set up was effortless; with just one click, we were able to start using Close right away. Customer support has also been quite responsive. Review collected by and hosted on G2.com.

So far, I haven't encountered any issues with this tool and am really enjoying using it. I use it every day to keep track of my tasks, and I haven't found anything to complain about yet. Review collected by and hosted on G2.com.

The layout is superior. I love how easy it is to navigate and read information. I love the different features it has as well in terms of customer reach. Review collected by and hosted on G2.com.

I think not being able to customise the column size when I'm trying to sort and view specific leads is a bit of a turn-off. Review collected by and hosted on G2.com.

I find integrating Close with tools like Calendly and Slack super easy and helpful. It's amazing how I can just put an icon on a Slack thread and it generates leads in Close. I love that I can do everything in one place without needing any other software to call or email, and I can make changes to lead information anytime. The integration with other apps to auto-add leads to Close also saves me a lot of time. The initial setup was easy because I watched various videos. Review collected by and hosted on G2.com.

I wish it gives option to text as well as I can only call or email. Review collected by and hosted on G2.com.

Close is incredibly intuitive — the ease of use is one of its biggest strengths. From day one, our team could navigate the platform without training, and it’s made daily tasks feel effortless. The number of features is also impressive: everything from lead tracking to automated follow-ups is built in, but it never feels bloated. The ease of implementation was a pleasant surprise — setup was fast, and we didn’t need a long onboarding process. Plus, the ease of integration with our existing tools made adoption seamless. We use Close daily, and it’s become a central part of our workflow. Review collected by and hosted on G2.com.

Honestly, very little. If anything, I’d love even more customization in reporting views. That said, the customer support team has been responsive and helpful whenever we’ve had questions — so even small issues get resolved quickly. Despite the rich feature set, Close stays fast and uncluttered, which is rare for CRMs. Review collected by and hosted on G2.com.

I really appreciate how fast, easy, and simple Close is to use; it outshines other CRMs in that regard. It's been a game changer for being able to dial and call leads at a mass scale, helping me make a lot of money for my company. Compared to Go High Level, Close is better in every way. The initial setup was pretty simple as well, with no problems at all for the managers who set it up. Review collected by and hosted on G2.com.

Nothing is even needed to improve, maybe just an option to make the power dialer double dial leads that don't pick up before moving on. Review collected by and hosted on G2.com.

I appreciate Close for letting me send an email flow without having to constantly check back when to send the next email. It keeps my contacts organized with the correct phone numbers and emails. I like how it lets me create email flows for different kinds of companies. Close is pretty easy to use; it's not that difficult, and it's self-explanatory for the most part. I definitely value the email flow feature and the ability to see if people have opened my emails. Review collected by and hosted on G2.com.

I think just the overall interface could look a little bit better. Review collected by and hosted on G2.com.

What I like the most is the email campaign and workflow feature. It helps us reach more people with mass campaigns, and at the same time, we can send quick one-to-one emails right after a call using templates. This way, we can follow the 3M strategy faster and more easily. Review collected by and hosted on G2.com.

The filters available in Close feel a bit rigid, which sometimes makes it challenging to create smart views effectively Review collected by and hosted on G2.com.