Close.io Software


 

Close.io is a cloud-based customer relationship management (CRM) system. It is suitable for small and midsize businesses in all industries. Primary features include lead management, call management, two-way email sync and reporting.

Close.io helps companies to manage their sales workflow. The software provides sales teams with a visual representation of ongoing sales processes.  

Other features include a built-in text messaging feature, sales pipeline view, automatic reminders and task management tools. The software has an open API and offers integration with various other applications including Zapier, Zendesk, Wufoo, Clearbit, Bedrock Data, Quickmail.io, HipChat, Tenfold and SalesOptimize.

Close.io is available in a subscription pricing model. Support is offered via email, phone, online FAQ documentation and a self-service knowledge base.

 

Close.io - Advanced search
 
  • Close.io - Advanced search
    Advanced search
  • Close.io - SMS feature
    SMS feature
  • Close.io - Call notes
    Call notes
  • Close.io - Lead management
    Lead management
  • Close.io - Pipeline view
    Pipeline view
  • Close.io - Reporting
    Reporting
Supported Operating System(s):
Web browser (OS agnostic)

85 Reviews of Close.io

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Tyler from Rain Retail Software

February 2017

February 2017

Close.io helps manage your customers, prospects, etc.

Ease-of-use

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This is a great product to help you reach out and manage communication with the people you are working with.

One of the features they just barely added was SMS capability. This was a great addition!

Source: Capterra
 

Eric from Rain

February 2017

February 2017

Great CRM that is growing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Close.io has been great to work with. They have some really solid features and are coming out with more all the time. There would be a few things I would change, but it is simply preference. Very responsive when it comes to supporting and they shoot you straight with whatever might be going on. If you don't have the budget for SalesForce, this is a great alternative.

Source: Capterra
 

Stuart from userinput.io

December 2016

December 2016

Ideal for direct email marketing

Ease-of-use

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When I was doing direct email marketing, close.io made it so easy to feed in a ton of contacts, automate sending out personalized emails, then track who responded, who didn't, and keep moving people down the funnel. If you're doing email marketing, you need a tool like this just to manage everything you've got going on, and so that you can track follow up with people and really close more deals. Everyone I dealt with at the company was great too, and even the founder is reachable.

Source: Capterra
 

Daniel from Entrupy Inc.

December 2016

December 2016

Dare I say It's Fun?

Ease-of-use

Functionality

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If you're organized and you'd like to pass that along to other coworkers, this is a great piece of software. It's easy to add fields for customers and leads, keeping pertinent information accessible for all entries. That information is easily trackable, with a great search tool that will find absolutely any query by searching across all entries.

Pros

The search bar makes finding ANYTHING very quick and easy. Also, the ability to see emails between colleagues and leads/customers. It's a great tool for support teams.

Cons

I love the organization of Close.io, but there are so many possibilities to keep track of, it can be overwhelming.

Advice to Others

Smart Views make sorting quite easy; customize 'em and use 'em!

Source: Capterra
 

Gabriela from FareHarbor

November 2016

November 2016

Great to use and for organization

Ease-of-use

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Have used for the last two years and love it! It has helped so much with the organization of our teams and making sure people are able to stay in touch with who they need to. Thanks!

Source: Capterra
 

Dean from Interact
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Great CRM for Early Stage Companies

Ease-of-use

Functionality

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Value for Money

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For an early stage company I think Close.io has everything you'll possibly need. The higher tier plans also let you forgo a phone system in your office to make it even more cost effective.

Overall the system is very easy to use and the visual layout of the platform is very nice. And really most of the basic things you'd need out of a CRM are all there.

My only qualm with this system is that there are minor annoyances like not being able to unmerge leads in the event you accidentally might have done so. And overall contact management could be slightly improved but it's not enough to ruin the experience in my opinion.

Pros

I really like the ease of use and graphical interface. I also love that I'm able to dial straight from the platform and the templating system is fairly easy to use as well.

Cons

Contact and lead management could be slightly improved. Unmerging leads is not possible from what I can understand so be careful not to merge the wrong leads. Also if your working specific verticals, it's nice to be able to port a contact from one lead to another should they have switched companies but that's not a possibility either.

Source: Capterra
 


November 2016

November 2016

Great for Team Alignment

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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We're not the "target market" for most of the sales management solutions out there. We just needed something that could let us keep track of key accounts easily, give us a snapshot, and keep everyone on the same page..... and specifically me as a CEO to be able to bullshit check what the sales people are saying is the status of accounts (because now I can read all the emails and notes related to the account). Priceless.

We liked it so much, that we started another "organization" to keep track of our Series A fundraising... so we know where every investor is in the process, who has gotten what info, etc.

Pros

Flexible - easily tweaked
Not overkill

Cons

No mobile interface - nobody in our company sits at a desk and "does sales"... we are all on the road on jumping meeting to meeting, so it would have been awesome to have an app version or a more user friendly mobile version.

Source: GetApp
 

Jordan from Real Time Cases
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2016

September 2016

Rigid structure means only certain sales processes fit (adaptations to all processes are necessary to use effectively)

Ease-of-use

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Ease-of-use
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Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed.

It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation.

Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else.

Pros

- Easy to get started
- Easy to import leads
- Easy to keep track of how everyone at your organization is interacting with the client
- Pretty simple, but effective reporting

Cons

- Expensive
- Low quality call audio
- Low customization
- Rigid sales structure set-up

Advice to Others

This has to make sense for your sales process and the way you wish to manage your sales team. After you begin setting up, you'll be able to tell pretty quickly if this is (a) a short term solution, (b) an interim solution, or (c) not an appropriate solution for your process.

Source: GetApp
 

Jake from GIGLINX Global, Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2016

July 2016

Great CRM

Ease-of-use

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Customer Support

Value for Money

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I have used Salesforce for 7 years and a couple of other CRMs over the past 10 year. Close.io seems to be more intuitive and geared towards individuals who value data and follow ups. Very easy to use and integrates with other useful apps very well.

Source: GetApp
 

Jimmy

June 2016

June 2016

Power behind it's simplicity

Product Quality

Product Quality
Quality

Close.io it's so simple and easy to learn that there is where the power is. If you have some sense of what your sales funnels is then just load up your leads, create lead statuses for each step of your funnel and make sure they're set as your smart views and BAM! you're ready to take on the world.

Pros

It just does what is supposed too.

Cons

Price (but is because my A$$ is broke, but I can't see price being an issue at all once I can fully afford it.) Shut, I like it so much that I rather skip a meal that not use it haha,

Source: GetApp
 

Kyle from LocBox
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2016

June 2016

No Fluff

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
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If you don't have a super complicated sales cycle this is perfect. Great out of the box solution for any start up and small business. This is versatile enough to rock for SaaS start ups just starting out looking for customer feedback and product market fit or easily scaled to manage a small powerful team to start scaling.

Pros

Easy to use, easy to build "smart views" (no complicated list building) to knock out activities in batches so you can be hyper efficient. You don't have to overthink the perfect stack of SaaS Sales empowerment tools and can move forward with call recordings, cadences, and pre built reporting.

Cons

Guard rails prevent you from connecting it to any platform. (Salesforce works with everything but costly to learn and run but does let you customize). Not a con unless you are hyper advanced and are looking to control everything.

Source: GetApp
 

Jovana

June 2016

June 2016

Easy to use

Ease-of-use

Product Quality

Customer Support

Value for Money

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I have started using Close.io recently and I am very glad I chose it. It is easy to use, you can track your progress with your leads as all information is on one place. I love the inbox part, where only emails or tasks that you haven't solved are in front of you and you simply cannot miss them. You can put a task in your calendar to do a certain thing at some point in the future and it pops at that time as a reminder.
You can prepare different templates and just apply the suitable one. It was never this easy to send an email.
Calls are great addition. You don't need to pick up the phone and dial, just press one button and you are already on the line. And all that is going on inside your chosen lead. That is great plus!

Pros

-easy to use
- all information on one place
- easy to follow your progress with your leads
-set your templates and make your email campaign easier
-call right from the program
-support team is there to answer all your questions

Cons

I haven't found them yet :)

Source: GetApp
 

Dominic from DEV-ID
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2016

April 2016

Close.io Rocks !

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
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I've used others CRM and I'm really happy to have switched to close.io.

Close.io is the best CRM for a SAAS company like ours! It is easy to use, well designed and precisely tailored to our needs.

Awesome product !

Pros

Created by a team that produce amazing content
Simple and efficient design
Nice feature to create smart views
Good integration with emails
VOIP phone call in one click !

Cons

Contact integration with exchange would be nice.
(No need for a native mobile app but managing contacts in 2 places is an issue).

Source: GetApp
 


April 2016

April 2016

Best CRM for managing relationships

Ease-of-use

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Value for Money

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Love how simple Close.IO is. There's one list of contacts , and then an infinite ways of segmenting the data after that in powerful ways. It's a very powerful concept, and they do it in a way that makes it super easy to manage lists of leads/clients/whatever, and to help make sure you're on top of it. They do this, however, in my opinion, by sacrificing features available in other top CRMs, some that seem like they should just be there. For us it has been worthwhile nonetheless.

Pros

By far the easiest and most intuitive way to manage relationships that I've come across. If it's a big struggle for you to have a bunch of lists of leads, and with your limited time you struggle to stay on top of each and every one of them, then Close.IO is awesome. It has helped us make sure none fall through the cracks, and does that in a way where I don't have to think about it. It just lets me know. Integration through Zapier also brings it to another level of automating workflows.

Cons

It's missing some features that other CRMs have, especially for the price. Although the 'smart views' (how you segment the contacts into different lists) is really really awesome and VERY powerful, there are some limitations that sound like should be there but are just missing (e.g. having different default columns per 'smart view', which sounds like a given to me since someone cares about different data depending on if the contact is a cold lead, qualified lead, or client). Instead now I have a bunch of columns that some people within my company don't care about but are just confusing to them.

Also, you have to get the pro/business to get several features that I initially expected would be part of the main one, e.g. there's not a single report that can draw a graph to visually get at-a-glance info of any kind in the basic version. They also don't post their roadmap openly, so I have no idea what features will be coming.

So in this respect it feels slightly like an incomplete product, but as mentioned, worth it for how incredibly well they execute the main function we need it for (effectively managing relationships/lists of contacts for both sales and client relationships).

Source: GetApp
 

Matthew

April 2016

April 2016

Fantastic and helpful

Ease-of-use

Product Quality

Customer Support

Value for Money

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My partner and I had just started a business in January, and we were in need of some assistance for a CRM that worked in a multitude of ways for sales and prospecting. I signed up for the free trial and have loved the program ever since. It is aesthetically pleasing and very functional. I mainly use it for emailing, but it's great to track notes, calls, and tons of other information as well! Close.io has a search function that is customizable to nth degree. It makes searching for any kind of leads you want very easy.

Pros

I am very pleased with more than just the program itself. I am very pleased with the interest taken from Close.io employees/members itself. I was sent emails asking how things were going to make sure that everything was going smoothly on my end. Having that kind of interest in their product and their customers who are using the product is one of the big reasons I ultimately decided to go with Close.io instead of searching or trying another sales CRM.

Source: GetApp
 

Reuven (Rich) from AR Proactive
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2016

April 2016

Great CRM!

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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We used Close.io to help us with outbound B2B SaaS cold calling. It is an excellent tool for this. Very well designed and easy to use. I highly recommend it.

Pros

Pros: click to call, easy bulk mailing, great lead management.

Cons

Cons: a little price heavy compared to other CRM's but I think the value it provides compensates for this.

Source: GetApp
 

Tim Number of employees: 2-10 employees Employees number: 2-10 employees

April 2016

April 2016

Exactly what we needed...following up.

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
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We are a small Saas team, selling in the education sector. We (sales team of 1) are in touch with thousands of potential customers. From cold leads to re-signing customers.

Close allows us to contact cold leads in bulk, move them through our sales funnel and most importantly they MAKE US FOLLOW UP! Following up has had a huge effect on our business.

Data entry is greatly reduced, integrations are great. Highly recommended

Pros

Reduced data entry
Forces you to follow up
Great customer support
Design to have everything you need....and nothing you don't (Easy to use)

Cons

It costs money. By no means overpriced.
I tired lots of CRMs, from free to $$$. Close was the right fit for us, and worth every cent.

Source: GetApp
 


March 2016

March 2016

Highly Recommend It

Ease-of-use

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I can tell you that I have used over 20 different CRM systems over the past 10 years. We do a tone of cold calling and we need to just blaze through calls fast and I never could find CRM that allowed us to do this. I was so frustrated that I needed up even creating our own CRM just to do this very thing. I can’t tell you how much money I spent in development of our CRM to make a product that blazes through calls fast. We used that for about a year or two then I stumbled on Stop logging calls and emails and start making them instead. because our in-house custom CRM was having problems and we didn't have the resources to fix it so I figured I would try again. I cannot tell you how incredibly excited I am about how amazing Stop logging calls and emails and start making them instead. truly is. This CRM is unlike any product on the market it is exactly what we wanted our in-house product to be and more. It’s so awesome we scrapped our in house product and started exclusively using Stop logging calls and emails and start making them instead.. You do not truly have an appreciation for “next gen” this thing really is, there is literally nothing like it on the market and honestly I’m a bit shocked no one seems to get the amazing this thing is. This is a pure sales communication tool that cuts out all the BS of a CRM and is a real actual tool that a sales person can use to increase their sales and not just some data collection thing that salespeople are forced to you. If you actually give a go and start using it you’ll never want to use anything else if you do cold calling. The thing seamlessly interfaces all your calls AND even all your emails! You no longer need to be jumping in and out of outlook, you don’t need to check your outlook or Gmail calendar, and you don’t need to do anything except pull up the Stop logging calls and emails and start making them instead. and do the stuff in your inbox and make money. It pulls in not only your tasks, and follow up meetings but it also syncs your emails and voicemail sand phone calls. It takes every single bit of communication you do and puts it in one quick “to do list” automatically with ZERO data entry. It’s blazing fast and it just works. The voicemail drop thing is really dope, I can’t tell you how many times a day I find myself having to leave voice mails for people, they have this thing that you hit a button and it automatically leaves a voicemail so you can go to the next call, just amazing in terms of productivity.

Pros

There are too many to list – If you do cold calls this is a no brainier, you need to buy it today! It support The best apps. Better together. as well which means it hooks into hundreds of other marketing tools also. Their support is second to none, these guys seems to be hustling hard with support, product development and just providing a kick ass experience for their customers. I recommend this product.

Cons

This thing is EXPENSIVE.. but the truth is you get what you pay for and you geta lot. Your paying for the best and it has a price tag which clearly says it’s the best because it’s more than double the cost of other competitive products. The downside is though I have 3 team members and I’m paying close $300 to $400 a month for 3 people that’s crazy considering there are other products that do VoIp with Twillio for less than $10 a user. So I went from paying $50 a month for CRM and $80 for Twillio VoIP($180) to $300 a month. So my prices doubled, which sucked however after using this product it is worth the extra price but if they raise the prices anymore that is just pushing because it really his priced rather high for the market it’s in. Even the enterprise “SForce” CRMs are not as expensive as that (course those CRMssuck compared to this when it comes to cold calling). The problem is I can’t easily scale with it. So I’ll be stuck with a 3 users fora while where if they had it at a lower price point I would buy a license fore very one of my staff but since it’s so expensive I can’t justify it for anyone but my sales people. I think they are missing out on revenue by not having license does not have the VoIP stuff for like $5 a user so my support team could use it without VoIP and be on par with other CRM price

points. It’s clear though this is a nitch product for telephone sales teams.

SO that being said if you do not do a lot of phone sales then this product is probably overkill for you and there are many others that are more of “client manager”type of product where this bad boy is a pure sales beast and nothing else.. It will help increase your sales without a doubt! In terms of client management and being asingle point for all customer data it does the job but it does not really do that any better than other products out on the market for half its cost. It’s really the phone cold calling stuff is what makes it so awesome so if any other CRM companies ever figure this out and try to clone/copy it they will have some real competition but so far there is nothing like it and I would buy all over again! Also I really never write reviews either so the fact I’m even doing this speaks to much this thing rocks!

Source: GetApp
 

Sven from 24metrics.com
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2016

March 2016

Close.io Review

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

We started with a free trial (2 weeks) and recently upgraded to the professional edition. Most important to us was that we have a flexible CRM with a lot of Search Combinations where we can enter the different stages of our clients. Close.io is made for sales teams and their customer support is very responsive too.

Pros

- Good Customer Support
- API
- Fast Interface
- Lots of Sarch Option and Automatic Data Entry
- VOIP Phone integration

Cons

- No Mobile App yet
- Automatic Removal of Duplicates on Entry could be easier. (They are working on an improvement here)

Source: GetApp
 

Sean from Kinsta
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2016

March 2016

Best CRM for Startups

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

I've used Salesforce, Highrise, Pipedrive, and Close.io, and Close.io is by far the best CRM for startups. It allows you to focus on actual selling rather than data entry, by syncing with Google Apps in an intelligent fashion.

Pros

Excellent support, great founders, great desktop app for Mac, and very easy to use plus onboard team members with.

Cons

No mobile app for iPhone.

Source: GetApp