Close Reviews & Product Details

Close helps me keep track of patient enquiries and pending replies in one place. I manage diet consultations at a clinic and also get health-related messages online, so it is useful to see who contacted me and what needs to be done next. Earlier, I used to note things in different places and sometimes forgot to reply on time.

I was able to start using Close without much effort. I added new enquiries, wrote short notes about the patient’s concern, and sent messages from the same screen. This saved time because I did not have to switch between different apps. I usually check it once or twice a day to see what is pending.

For my work, I only need simple things like keeping notes, setting reminders, and replying to messages. Close covers these needs well and helps me manage clinic communication in a more organised way without making the process complicated. Review collected by and hosted on G2.com.

Sometimes updates or changes made in Close dont reflect immediately, so I have to refresh the page to see the latest activity. This can be a little annoying when I’m in a hurry to check if a reply was sent or a note was saved. Also, I feel the notification alerts could be more reliable, because I still end up checking manually to make sure nothing is missed. Review collected by and hosted on G2.com.

I mainly use Close to keep track of my sales pipeline, manage leads, and stay on top of follow-ups, which makes it easier to handle conversations with prospects. Close helps me avoid missing follow-ups and keeps all my customer details from getting scattered, bringing everything into one place so I can stay organized, respond on time, and focus more on closing deals. What I like most about Close is how easy and natural it feels to use. Everything, like emails, calls, and notes, is in one place, making it much simpler to manage. The setup of Close was pretty straightforward for me, and I was able to get started quickly and import my data without much problem. Review collected by and hosted on G2.com.

I think all are good but one thing I’ve noticed is that the customization options can feel a bit limited at times. Review collected by and hosted on G2.com.

I use Close to reach out to new, potential clients and maintain regular communication with my existing contacts. It's great that I can quickly find contact information and review all of my recent interactions, which helps me keep track of everything. I really appreciate being able to hear recordings of my phone calls or see a transcript of past conversations, whether they're mine or my teammates'. It’s important to have small details clearly documented. I also find setting it up straightforward. Review collected by and hosted on G2.com.

There have been quite a few times when Close service has been out and/or impaired for our entire team. This has proven to be very difficult, since we rely on Close for our important communications. It would be nice to have an easier way to record service issues, so that we can report them and get them fixed ASAP. Our team sometimes has trouble recording and sharing issues with Close customer service. Review collected by and hosted on G2.com.

The best thing about this Close CRM platform is that its sales focused execution. Where, unlike the generic CRMs out there, this CRM is specifically built for inside sales teams, where it has this built-in call feature, email, SMS and email, all in one single platform. Their ability to make calls directly from CRM helps us to track the conversations and update our crm for next-level action items for our internal teams for every lead. Their interface is also fast and responsive. Review collected by and hosted on G2.com.

This platform is strong for sales engagement activities, but it is also less flexible when it comes to customisation compared to other broader CRM platforms. Their reporting and analytics are also not as advanced as other enterprise platforms out there in this space. Also, for deeper marketing automation and complex workflows, this CRM might not be the perfect tool out there, since this is very sales-focused. Review collected by and hosted on G2.com.

I think Close has been probably the best tool we've used so far. It handles the amount of leads we get on a daily basis and manages calls and texts more efficiently than any platform we've ever used. We're all very happy with it, as I haven't heard any complaints from anyone in the company. Close solves a lot of sorting problems with leads, like identifying which are freshest, and keeps older leads in the system for follow-up. We've noticed a huge increase in sales since using Close because it makes it easier to communicate with leads. I find it very easy to use, and overall, it's just a great platform without any complaints whatsoever. The initial setup was extremely easy; it took me maybe five to ten minutes to learn, and then I was basically a pro. Also, integrating Close with Trellis has made contacting leads extremely easy compared to what we were doing before. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

I find Close easy to use and navigate, and it's not so robust that it takes 20 clicks to get something done. I like that templates are easy to create, and the system updates every thirty days or so, which is nice for keeping things fresh. I really appreciate the speech-to-text feature from the laptop, which captures information efficiently. It's also straightforward because I can sign in through Gmail using a work email. Additionally, integrating with my mailbox is very good. I use the tasks feature and send messages often, and having templates to create and add to as I go is something I use very often. Review collected by and hosted on G2.com.

Their mobile app could be a little bit easier to navigate. I wish they had a calendar function where you could see at what time your tasks are due, versus a list function. Review collected by and hosted on G2.com.

What I like most about Close is how simple and intuitive it is to use. Everything I need.....calls, emails, follow-ups, and pipeline tracking is in one place, which makes it easy to stay organized and move quickly. I also really appreciate how it’s built with sales teams in mind, especially the calling and automation features, because they help me stay productive without feeling overwhelmed. Review collected by and hosted on G2.com.

If I’m being honest, the main downside for me is that Close can sometimes feel a bit rigid. It does what it’s designed to do really well, but when you want deeper customization or very detailed reports, you may hit some limits. There’s also a bit of a learning curve at the beginning, especially if you’re coming from a simpler tool. That said, none of these are deal-breakers. Review collected by and hosted on G2.com.

I find Close to be a very good tool for complete sales and outbound efforts. I like that it helps with speed to lead, mainly due to the autodialer feature, which is probably my favorite. I also appreciate how it allows for automated sequences for the dialer, making it efficient. Another aspect I really like is how notes are organized right under the autodialer. It shows a complete profile every time you're talking to a new contact, which helps to keep everything together and the CRM clean. The interface is designed to keep everything pretty straight and narrow, making it easy to document conversations. I also love the feature that includes the transcript of the call. This organization helps us stay aware and keep sales efforts on point. Additionally, the initial setup of Close was very, very easy, which was a big thing for me. Review collected by and hosted on G2.com.

The only time I had a problem with Close was when I couldn't integrate it with lead generation tools like Apollo. That really bothered me because I feel like that would have been the sequence that I would have absolutely loved. If I could have connected the two somehow through integration, then that data would have been very powerful to work with. Review collected by and hosted on G2.com.

I like the user interface and user experience of Close because everything's intuitive and designed specifically for high ticket sales teams. It's a reliable CRM tool that allows my sales team to do their job better and live up to our sales team standards. Close also has a better CRM for calling and dialing, which is a significant advantage. Review collected by and hosted on G2.com.

There should be a little bit more automations inside, and more things to play around with, like, AI automations, being able to send blue text messages inside. Being able to send follow-ups via AI based on replies coming in would be nice. The initial setup was a little bit difficult, especially understanding the UI and where things are. Review collected by and hosted on G2.com.

I like the accuracy in the numbers Close provides after work, so I don’t have to start counting manually. It saves me a lot of time because I get access to accurate numbers that allow me to do many other things. Close also helps by differentiating and filtering calls, allowing me easy access to the call sections I want, which saves time and effort. Review collected by and hosted on G2.com.

Sometimes the terminology used in Close can be tricky. Some terms are similar to each other, making it hard to differentiate them. They need to be more specific with most of the terms. Review collected by and hosted on G2.com.