---
title: "Close Software Reviews, Demo & Pricing - 2026"
description: "Review of Close Software: system overview, features, price and cost information. Get free demos and compare to similar programs."
source_url: "https://www.softwareadvice.com/crm/close-io-profile/"
page_type: "product"
language: "en"
---

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Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

Overview

[Reviews](https://www.softwareadvice.com/crm/close-io-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/close-io-profile/alternatives/)

# Close Review

From $9-$139/month Free trial 4 plans

Wondering if Close is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Close

4.7

[(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/)

Pricing

Starting at $9.00 per user per month

### About Close

Close is a sales CRM built for small and growth-stage B2B sales teams. The software is cloud-based, so teams can access it from any browser without installing anything locally. Close brings calling, email, and SMS into one place, so sales reps can reach leads without switching between tools. Pipeline tracking gives managers a clear view of deals and where they stand. Built-in automation handles follow-up sequences, reducing manual work for reps. Reporting tools let teams measure call activity, email performance, and revenue trends. Close also integrates with popular third-party tools to fit into existing workflows. Support is available via email, live chat, and a searchable knowledge base, giving users multiple ways to get help when needed.

Do you work for Close? [Manage this product listing](https://www.g2.com/products/close/claim_requests/new?auto=true)

Wondering if Close is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

## Close User Interface

## Popular Close Alternatives

Main Product

Close

4.7

[(164)](https://www.softwareadvice.com/crm/close-io-profile/reviews/)

Ratings Breakdown

-   4.61Ease of use
-   4.36Value for money
-   4.55Customer support
-   4.29Functionality

Pricing

Starting at $9.00 per month

Get Price

Alternative Product

[Slack](https://www.softwareadvice.com/remote-support/slack-profile/)

4.7

[(24224)](https://www.softwareadvice.com/remote-support/slack-profile/reviews/)

Ratings Breakdown

-   4.61Ease of use
-   4.55Value for money
-   4.43Customer support
-   4.56Functionality

Pricing

Starting at $8.75 per month

Get Price

Alternative Product

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.4

[(18813)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Ratings Breakdown

-   3.99Ease of use
-   4.05Value for money
-   4.13Customer support
-   4.38Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[Substrata](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/)

4.9

[(166)](https://www.softwareadvice.com/sales-performance-management/substrata-scip-profile/#reviews)

Ratings Breakdown

-   4.95Ease of use
-   4.86Value for money
-   4.83Customer support
-   4.90Functionality

Pricing

Available upon request

Get Price

Alternative Product

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.3

[(7004)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Ratings Breakdown

-   4.15Ease of use
-   4.29Value for money
-   4.08Customer support
-   4.27Functionality

Pricing

Starting at $14.00 per month

Get Price

Alternative Product

[Cognism](https://www.softwareadvice.com/crm/cognism-profile/)

4.7

[(264)](https://www.softwareadvice.com/crm/cognism-profile/reviews/)

Ratings Breakdown

-   4.76Ease of use
-   4.45Value for money
-   4.65Customer support
-   4.64Functionality

Pricing

Starting at $1000.00 per month

Get Price

## Close Pricing and Plans

Starting price: $9.00 per month

Free Trial

Free Version

Solo

$9.00

per user, per month

Plan includes:

-   Limited to 1 user
-   Store 10,000 leads
-   Forms
-   Pipeline
-   Centralized inbox & task lists
-   Built-in calling + SMS
-   AI Enrich
-   2-way email sync
-   Calendar sync
-   Activity reports

Read More

Essentials

$35.00

per user, per month

Plan includes:

-   Unlimited leads + contacts
-   Multiple pipelines
-   Advanced lead & activity filters
-   Forms
-   Built-in calling + SMS
-   Centralized inbox & task lists
-   AI Enrich
-   2-way email sync
-   Email support
-   Calendar sync

Read More

Growth

$99.00

per user, per month

Plan includes:

-   Power Dialer
-   Sales Leaderboard
-   Unlimited leads + contacts
-   Multiple pipelines
-   Advanced lead & activity filters
-   Forms
-   Built-in calling + SMS
-   Centralized inbox & task lists
-   Workflows
-   AI Email Assistant

Read More

Scale

$139.00

per user, per month

Plan includes:

-   Comparison Reports
-   Custom Reporting Graphs (Explorer)
-   Voicemail Drop
-   Unlimited leads + contacts
-   Built-in calling + SMS
-   Multiple pipelines
-   Advanced lead & activity filters
-   Forms
-   Centralized inbox & task lists
-   Workflows

Read More

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## Close Features

-   Popular features found in CRM
    
    Calendar Management
    
    Customer Journey Mapping
    
    Email Management
    
    Quotes/Estimates
    
    Reporting/Analytics
    
    Sales Pipeline Management
    
    Segmentation
    
    Task Management
    
    Territory Management
    
    Workflow Management
    
-   More features of Close
    
    2-Way Messaging
    
    A/B Testing
    
    Access Controls/Permissions
    
    Action & Workflow Triggering
    
    Activity Dashboard
    
    Activity Tracking
    
    Adaptive Learning
    
    Adaptive Responses
    
    Agent Customization
    
    AI Copilot
    
    AI/Machine Learning
    
    AI SMS
    
    AI Text Generation
    
    AI Text Summarization
    
    AI Writing Assistant
    
    Alerts/Escalation
    
    Alerts/Notifications
    
    Answering Machine Detection
    
    API
    
    API Integration
    
    Audience Targeting
    
    Auto-Dialer
    
    Automated Emails
    
    Automated Note Taking
    
    Automated Responses
    
    Automated Voicemails
    
    Automatic Call Distribution
    
    Automatic Outbound Dialer
    
    Automatic Replies
    
    Automatic URL Shortening
    
    Autonomous Task Execution
    
    Autoresponders
    
    Batch Communications
    
    Batch Processing
    
    Best Time of Day Scheduling
    
    Breadth of Partner Applications
    
    Budgeting/Forecasting
    
    Bulk SMS
    
    Business Process Automation
    
    Business Process Control
    
    Buyer Intelligence
    
    Calendar
    
    Calendar/Reminder System
    
    Calendar Sync
    
    Call Back
    
    Callback Scheduling
    
    Call Center Features
    
    Call Center Management
    
    Call Disposition
    
    Caller ID
    
    Call List Management
    
    Call Logging
    
    Call Monitoring
    
    Call Prioritization and List Optimization
    
    Call Recording
    
    Call Reporting
    
    Call Routing
    
    Calls and Voice
    
    Call Scheduling
    
    Call Scripting
    
    Call Scrubbing
    
    Call Tagging
    
    Call Tracking
    
    Call Transcription
    
    Call Transfer
    
    Call Types
    
    Call Whispering
    
    Campaign Management
    
    Campaign Planning
    
    Campaign Scheduling
    
    Campaign Specific Caller ID
    
    Case Management
    
    Chatbot
    
    Chat/Messaging
    
    Click-to-Call
    
    Coaching
    
    Collaboration Tools
    
    Commission Management
    
    Communication Management
    
    Compliance Management
    
    Compliance Monitoring
    
    Computer Telephony Integration
    
    Consent Management
    
    Contact Database
    
    Contact Management
    
    Contract/License Management
    
    Conversational AI
    
    Conversation Context Persistence
    
    Conversation Intelligence
    
    Create Content
    
    CRM
    
    CRM Integration
    
    Cross-system Integration
    
    Customer Contract Management
    
    Customer Database
    
    Customer Engagement
    
    Customer History
    
    Customer Interaction Automation
    
    Customer Segmentation
    
    Customer Social Profiles
    
    Customer Support
    
    Customer Support Portal
    
    Customizable Branding
    
    Customizable Fields
    
    Customizable Reports
    
    Customizable Templates
    
    Customization
    
    Daily Summary
    
    Dashboard
    
    Dashboard Creation
    
    Data Enrichment
    
    Data Entry
    
    Data Import/Export
    
    Data Import & Export Tools
    
    Data Management
    
    Data Retrieval from Connected Systems
    
    Data Security
    
    Data Segmentation
    
    Data Sourcing
    
    Data Visualization
    
    Deal Management
    
    Decision Making
    
    Desktop Integration
    
    Document & Content Mgmt.
    
    Document Management
    
    Document Processing
    
    Document Storage
    
    Drag & Drop
    
    Drip Campaigns
    
    Dynamic Modeling
    
    Email Categorization
    
    Email Marketing
    
    Email Platform Integration
    
    Email Sequences
    
    Email Templates
    
    Email Tracking
    
    Email Tracking/Automation
    
    Engagement Tracking
    
    Enterprise Application Integrations
    
    Event Triggered Actions
    
    Exception Reporting
    
    Exporting & Sharing Data
    
    Feedback Collection
    
    Feedback Management
    
    File Management
    
    Follow-Up Scheduling
    
    For Contact Centers
    
    Forecasting
    
    For iPad Devices
    
    For Mac Devices
    
    For Sales Teams/Organizations
    
    For Small Businesses
    
    For Startups
    
    Gamification
    
    Generate Location
    
    Generative AI
    
    Graphical Data Presentation
    
    Human-in-the-loop (HITL)
    
    Inbound Call Center
    
    Inbound Identification
    
    Inbox Management
    
    Independent Decision Making
    
    Information Locater
    
    Inquiry Routing
    
    Integrations / APIs
    
    Integrations Management
    
    Intent Recognition & Mapping
    
    Interaction Tracking
    
    Internal Chat Integration
    
    Internationalization
    
    IVR
    
    Knowledge Base
    
    Landing Pages/Web Forms
    
    Lead Assignment
    
    Lead Capture
    
    Lead Engagement
    
    Lead Follow-Up
    
    Lead Generation
    
    Lead Management
    
    Lead Nurturing
    
    Lead Prioritization
    
    Lead Qualification
    
    Lead Scoring
    
    List Management
    
    Live Chat
    
    Machine Learning
    
    Marketing Analytics
    
    Marketing Automation
    
    Marketing ROI Analytics
    
    Mass Texting
    
    Meeting Management
    
    Message Personalization
    
    MMS
    
    MMS Marketing
    
    Mobile Access
    
    Mobile Alerts
    
    Mobile App
    
    Mobile User Support
    

## Close Integrations

Calendly

Integration rated undefined from -1 review

Zapier

Integration rated undefined from -1 review

Zoom Workplace

Integration rated undefined from -1 review

Clay

Integration rated undefined from -1 review

Fathom

Integration rated undefined from -1 review

Claude

Integration rated undefined from -1 review

See all 27 integrations

## Close User Reviews

## Close customer ratings

- Overall rating: 4.7/5
- Total reviews: 164

### Rating distribution

- 5 stars: 121 reviews (74%)
- 4 stars: 37 reviews (23%)
- 3 stars: 3 reviews (2%)
- 2 stars: 0 reviews (0%)
- 1 star: 3 reviews (2%)

### Secondary ratings

- Ease of use: 4.6/5
- Value for money: 4.4/5
- Customer support: 4.5/5
- Functionality: 4.3/5

---

### Great CRM solution allows you to track all your efforts in one place.

- Overall rating: 4/5
- Reviewer: Charles J W.
- Verified reviewer: Yes
- Industry: Construction
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: August 2023
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Close bridges the connection gap between organizations and consumers. Using the call cadence function, we can develop a multi-touch marketing campaign that automates human-triggered emails, calls, and activities. Close has given new life to leads that were supposed to be dead, leads that you would not have pursued regularly in the past. I can set up automated follow-up emails and messages to practically stay in front of the consumer. As a result, it offers me a competitive advantage in closing business that I would not have completed otherwise owing to a lack of persistent follow-up and follow-through.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 4/5
- Functionality: 5/5

#### Pros

Easy setup, analytical and simple-to-understand dashboards, predictive dialer rocks, voicemail drops, call cadences, and email marketing tools are all available. I enjoy the Smart Views in Close function and the inbox tool, and I like the fluidity of the email follow-up. I feel so much better knowing that everything is in one place and that I can simply exchange information with my team; my customer service experience has also been excellent.

#### Cons

I don't like how Close retrieves my planned send emails before they send; if I modify the email I'm scheduling, Close logs all versions. I also believe filters take time to get used to, and I'm not always sure I'm filtering correctly. I wish there was a one-stop video that answered all of your questions or walked you through the intricacies of Close.

---

### It's like magic

- Overall rating: 4/5
- Reviewer: Joshua F.
- Verified reviewer: Yes
- Company size: 2-10 employees
- Product usage: Used unspecified for unspecified
- Reviewed: March 2015
- Review source details: This review was submitted organically. No incentive was offered

We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data of our salesmen and to make easier for them to keep track of their clients by client type. We used a CRM (highrise), but the data it gave us was no longer enough to know more about whether the size and type of clients - and opportunities - our sales team were generating was the right kind given our current strategy. We initially requested a trial by importing a subset of random data of our former CRM but we felt this was not useful, because not all of those imported leads were relevant to us at the moment. When support from close.io gave us the option to extend our trial period, we deleted all of the previous leads and instead started adding new leads into the platform. That's when we notice the main strong point of close.io: by adding our first lead's email, within seconds we had a full history of each email we exchanged in the past. The desktop app works like a charm. Also, when you have a small sales team like ours, it's great to add a lead and check if one of your teammates already make a contact. Finally, it's amazing how easy is to categorize leads, we even use it to keep track of investors, allies and competitors. The call feature is also a huge breath of fresh air into a follow-up process. The fact you can make calls straight from the app, that those calls get recorded and also get tracked into a lead's history ensures automatic track of almost every kind of interaction with a lead. In our case, although we tried it and it worked great, we won't make use of it because our small office space forces us to do calls by getting outside the office, and given our internet connection is not that solid we will keep making calls the way we are right now and evaluate a full switch later. In a few words: if you have a small sales team and you want to make them doing more closing and less data insertion into follow-up tools, consider switching to close.io

#### Pros

The email auto-tracking is by far the the tool of close.io. The fact you can create a lead and it automatically brings all of the history of emails you exchanged with them gives a lot more insight and visibility into salesman follow-up performance. Also, the call feature; if you have a strong internet connection, and especially if you're a startup and your salespeople is constantly on the run. Support also responds very quickly to feedback, which made a lot easier the switch from our former CRM.

#### Cons

For our business, it´s very important to do bulk imports. However, the tool does not let you to opt out of duplicating leads, which makes us take longer to "curate" each file we want to import.

---

### Most your organization will ask, "why aren't we using Salesforce?"

- Overall rating: 3/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Computer Software
- Company size: 51-200 employees
- Product usage: Used daily for more than 2 years
- Reviewed: November 2018
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Skip it.

#### Ratings breakdown

- Ease of use: 2/5
- Value for money: 2/5
- Customer support: 3/5
- Functionality: 2/5

#### Pros

Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs? Built in VoIP is a nice feature, but do your math and make sure the price is worth it.

#### Cons

- Searching for data is near impossible. Can't filter for anything logically without getting into "raw queries," so you better be half an engineer if you want to search for anything. - Reporting is a joke. The reporting tools might as well not exist. Be prepared to ask developers to leverage the API and sync into some other tool. - No matter what they may sell you, it's a CRM best used with small sales teams. It's not for account management or companies that expect anyone without an engineering degree to figure out how to analyze the data inside of it.

---

### Close.io for therapists, tutors and coaches

- Overall rating: 5/5
- Reviewer: Anna K.
- Verified reviewer: Yes
- Industry: E-Learning
- Company size: Self-Employed
- Product usage: Used unspecified for free trial
- Reviewed: October 2015
- Review source details: This review was submitted organically. No incentive was offered

I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5

#### Pros

Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients. The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency. Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals". I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io. The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones. I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number.

#### Cons

I'm in Canada. I wish the price wasn't so high, especially with the exchange rate. As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.

---

### A modern sales platform optimized for outreach

- Overall rating: 5/5
- Reviewer: Nick P.
- Verified reviewer: Yes
- Industry: Internet
- Company size: 11-50 employees
- Product usage: Used unspecified for more than 2 years
- Reviewed: March 2015
- Review source details: This review was submitted organically. No incentive was offered

While Close.io is a CRM by definition, I consider it more of a sales platform. I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers. With built-in call and email integration, Close.io is designed for salesperson outreach. It eliminates unnecessary data entry, and is the perfect companion for any sales team using the "Predictable Revenue" (A book by Aaron Ross) approach to sales. All activity (calls, emails, lead status changes) is automatically tracked, leaving the sales rep to just write contextual notes for each activity. The automatic tracking of activity leads sales managers to easily determine how much activity yields certain sales results. Those answers are the holy grail when it comes to building a scalable sales process.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

- Built-in call and email integration. - Flexible and powerful API w/ great documentation. - Dynamic lead lists (called "Smart Views") powered through search. - Native Mac and WIndows apps. - Responsive support team. - Custom fields

#### Cons

- Costly for budget conscious teams. (But not less expensive than Salesforce and like platforms) - No native mobile apps yet. (Not recommended for outside sales teams)

---

### Best CRM I've had the pleasure of using

- Overall rating: 5/5
- Reviewer: James T.
- Verified reviewer: Yes
- Industry: Online Media
- Product usage: Used unspecified for unspecified
- Reviewed: March 2015
- Review source details: This review was submitted organically. No incentive was offered

Close.io has been a huge help to our small B2B sales department. Before close.io we were using multiple programs to email, call, track, notate, and manage customers. It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.

#### Pros

The features that helped us the most: -real-time integration with gmail. We send and receive all our email through the app. Besides being more convenient it also keeps all correspondence logged in an easy to reference way. -recorded calls - all calls and voice-mails are automatically listed right along with notes and emails. This is incredibly useful with longer sales cycles. We are able to go back and actually hear what the customer said on the call two months ago. So much better than just notes, especially if there is every a disagreement. - Support is amazing. Always very responsive and timely and walked us through our limited implementation issues, (see below). Additionally, they are always improving the app, so about the time I suggest an option I'd like to see it is already slated to be rolled out.

#### Cons

Not really any cons to speak of, but we had a couple issues at first: - call quality was poor. This was due to trying to use a wireless connection and after switching everyone over to wired, it went away. So while not an app problem, something to consider if you or your team work remotely. -Some merging issues when pulling lead data from our web form. Again, this was not an app problem so much as a developer problem on our end, but it was a headache for a couple days none the less.

---

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

- Overall rating: 4/5
- Reviewer: Jordan L.
- Verified reviewer: Yes
- Industry: E-Learning
- Company size: 11-50 employees
- Product usage: Used daily for less than 12 months
- Reviewed: September 2016
- Review source details: This review was submitted organically. No incentive was offered

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.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 2/5

#### 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

---

### The future looks bright with Close.IO

- Overall rating: 5/5
- Reviewer: JASON M.
- Verified reviewer: Yes
- Industry: Business Supplies and Equipment
- Company size: 11-50 employees
- Product usage: Used unspecified for less than 6 months
- Reviewed: February 2016
- Review source details: This review was submitted organically. No incentive was offered

I have used Close.IO at my past company and this is the only CRM that I can endorse. When I told my team that I was going to update the current CRM tool I was met with a lot of questions and concerns. After showing the video on the Close.IO site and taking questions for about 20 mins my team was buying into the idea of changing over. I was also able to prove to them that there would be a minimum of an hour that each of them would save a day, so that peaked their interest. Then as we ramped up for the change the nervousness kicked in again, so I made sure to stage the rollout in an effort to handle all questions in a controlled manner and prepare for more users. The employees were blown away by the ease of use! And I was impressed at just how smooth it all went. Being a tech guy my learning curve is quick, but from employees in their 20's-50's we had a hugely successful transition into Close.IO. While my team is still early in the game, about 3 weeks into Close, we are seeing AMAZING results. One of my sales guys is up 50% in his personal sales! Others are up 10-20%. My entire team has said that they cannot wait to see what the future holds as we are continuing to find more ways to improve our process. Close.IO has convinced my team that it is the choice CRM tool.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5

#### Pros

Automation and their inbox is a huge pro. Their search feature is arguably the best anyone could ask for. We are still discovering search tricks. GREAT ROI! A great help page on the Close.IO site for finding suggestions and troubleshooting.

#### Cons

We did have a tough time with our firewall when first setting up Close.IO, so make sure to include your Network Admin in the conversation of switching to Close.IO early on in the process. Sometimes getting someone on the phone can be a challenge, but email and scheduling a call have never been a problem.

---

### A solid CRM but not close to the being the best for sales reps.

- Overall rating: 4/5
- Reviewer: Elias A.
- Verified reviewer: Yes
- Industry: Marketing and Advertising
- Company size: 11-50 employees
- Product usage: Used daily for less than 6 months
- Reviewed: April 2021
- Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid.

#### Cons

Smartviews even tho it is one of the main features is not that easy to customize or get used to if this is your first CRM. There are better solutions that make this type of customization easier.

---

### A Waste!!

- Overall rating: 1/5
- Reviewer: Tedi A.
- Verified reviewer: Yes
- Industry: Insurance
- Company size: Self-Employed
- Product usage: Used daily for free trial
- Reviewed: December 2018
- Review source details: This review was submitted organically. No incentive was offered

Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it.

#### Ratings breakdown

- Ease of use: 3/5
- Value for money: 1/5
- Customer support: 1/5
- Functionality: 5/5

#### Pros

This software was a colossal waste!! DO NOT waste your time or money!! I used this software for less than a week before they were snooping around dictating my business practices and interrupting my business transactions. I am absolutely disgusted by this service. I tried to get get a hold of the sales rep 5 (FIVE) times and each and every time it goes to voicemail. They don't work weekends and wont answer you on weekends, so don't bother. They will email you a week later and if there are technical difficulties, they absolutely will not talk to you in a timely manner, they will just shut your acount down. THEN they tried to extort me for my credit card in reward for their terrible sales and joke in the form of what they call "tech support/customer service". Ridiculous! I lost so much money dealing with them! It was a horrific experience!

#### Cons

The joke they call "customer service/tech support". It's an extortion scheme!

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