Close Reviews & Product Details

I appreciate Close for its great AI assistance in lead summarizing and lead search. I also find the task system awesome. The AI assistance is present in every step, which is really helpful. Additionally, the call recognition system works well, making my experience smoother than before. The initial setup of Close was dope, which made it easy for me to get started. Review collected by and hosted on G2.com.

I think activities need to be more organized or have some filters. Filters should be clearer in everything. Also, leads can be messed up and I feel there needs to be a better AI-optimized lead list. Review collected by and hosted on G2.com.

I use Close for managing my sales process, making calls, and texting all in one place. I appreciate its super clean and fast interface that handles high-volume calling smoothly, along with integrated call recording. It really removes friction, letting me blast through outreach effortlessly. The initial setup was smooth and user-friendly, which is a breath of fresh air with no long onboarding process. Review collected by and hosted on G2.com.

I don't like Close's email sequence quirks and logging annoyances. It would be better with more affordable entry pricing, flexible pricing options, and improved analytics. Review collected by and hosted on G2.com.

Finally upgraded to the $149 (scale) plan and I couldn't be happier. I use the Close mobile app because I'm always on different job sites. So I get access to all my contacts and their pipeline stages while I'm on the move every day. Got help setting up my regulatory bundle too. Review collected by and hosted on G2.com.

Dark mode could use an up date but other than that, close is great to use. Review collected by and hosted on G2.com.

I really like the workflow Close facilitated. The way it was able to relieve leads through the CSV function was beneficial. I thought it was a good price point and using it was straightforward. The initial setup was very easy, only took minutes. Review collected by and hosted on G2.com.

I didn't like the inability to use the dialer because of the documents and things needed to get approval. Why would I have to have a business Facebook page and a sole proprietor EIN just to use the dialer function? Review collected by and hosted on G2.com.

I like the customization options in Close; there are a lot of options available. It's pretty easy to use, and I love the ton of different integrations it offers. Review collected by and hosted on G2.com.

The beginning was a little complicated because I didn't understand a lot of the technology. I don't have a tech background. Review collected by and hosted on G2.com.

I like Close because it's all there, with the email and the calls integrated. It's very easy to use, and it allows me to efficiently follow up with clients through email, even if the call is disconnected or not finished. This helps me see if they are interested in our offerings. I don't have any problems using Close, and I'd love to share it with other companies or colleagues as it might be useful to them. Also, the initial setup of Close is very easy. Review collected by and hosted on G2.com.

I think there should be an option for text messaging. Review collected by and hosted on G2.com.

The user end for me and for my callers has been very easy. Everything is at hand, from emails to notes, without having to fumble around to find them. The smart views are dynamic and make sure that the leads I call are during their local business hours. Customer support always gets back to me very quickly when I have a question. Review collected by and hosted on G2.com.

As amazing as the front end is, the back end does need some work. The hierarchy between the super admin account and sub accounts is not quite there yet. Before Close, I was used to being able to log in as a super admin and being able to change the settings for sub-users. On Close, those settings have to be changed while logged in to the actual sub-user account. Last I reached out about this a few days ago, they said they are working on it. Review collected by and hosted on G2.com.

I like that Close is simple and user-friendly, which makes it easy for my team and me to navigate and utilize its functionalities effectively. It's constantly evolving with technology, which keeps it modern and relevant. I particularly appreciate its capacity to integrate seamlessly with advanced AI tools like JetGPT and OpenAI. This integration capability extends to connecting with other different APIs we use, enhancing our workflow and productivity. This feature is crucial for us as it allows easier data analysis and lets us perform more complex tasks by utilizing diverse data sources. I also find the initial setup process to be very easy and fluent, particularly in connecting our GSuite to Close, which further simplifies the overall experience. Overall, Close provides us with a streamlined, technologically advanced platform that perfectly fits our operational needs. Review collected by and hosted on G2.com.

I would like to see more flexibility in the opportunity segment of Close and to have the ability to customize it further to meet specific needs. Review collected by and hosted on G2.com.

I appreciate Close for its simple and intuitive layout, which significantly aids in tracking my sales prospects and contacts efficiently. The leads tab is particularly useful as I spend most of my time there, benefiting from its ability to filter and sort by various columns to manage my contacts effectively. The function to send mass emails tailored by custom filters is incredibly beneficial, enhancing my communication with leads. I also find the ability to set specific tasks and reminders for calling or emailing contacts essential in maintaining organized follow-ups, ensuring no opportunity is missed. Additionally, the ease of integrating my Outlook account stands out, as it allows me to seamlessly manage emails directly through Close, further streamlining my workflow. Setting up Close was remarkably straightforward; I managed to import my previous contact and lead data from an Excel sheet in under an hour, making the transition to using Close smooth and hassle-free. Overall, these features make Close convenient and efficient, allowing me to get my tasks done faster, which is why I'm highly likely to recommend it to others. Review collected by and hosted on G2.com.

I wish there was a reminder or marker to show where contacts are missing information, such as a phone number. This feature would help ensure no information is forgotten or left blank unintentionally when entering contact details. A system to check off if a field is purposefully left blank would be helpful. Review collected by and hosted on G2.com.

I love how Close simplifies the process of making calls and managing my outbound prospecting. It stands out because it avoids unnecessary complexity and bloat, common in many other CRMs, by offering a simple and useful interface that enhances my workflow. The integrated calling infrastructure makes it easy to handle pipelines efficiently, and the unified inbox further contributes to a seamless experience. It has just the right amount of features to genuinely help me organize and manage my pipeline tasks effectively. Additionally, I found the initial setup to be straightforward, thanks to the comprehensive tutorials that made the process easy and accessible. As a result, if the objective is cold calling and managing an outbound pipeline, I would highly recommend Close, giving it a perfect 10 out of 10. Review collected by and hosted on G2.com.

I think it would be beneficial to have the ability to book meetings directly within Close. Currently, while there is calendar integration for keeping up with meetings, it doesn't allow booking them directly from the platform. This capability would enhance productivity by enabling me to schedule appointments seamlessly, especially during calls. Review collected by and hosted on G2.com.