About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an “all-in-one” platform which you can use standalone without needing any other sales emails tools or calling products.

Close is cloud-based, affordable, easy to learn and comes with straight-forward pricing, which makes it the perfect fit for small and midsize businesses.

Close is designed with the goal of making salespeople as efficient as possible. Make and receive calls with just 1-click. All calls are logged automatically (no manual data entry!).

Looking at scalability? With bulk email automation tools and cold calling features...


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Supported Operating System(s):

Web browser (OS agnostic)

131 Reviews of Close

Average User Ratings

Overall

4.73 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(104)

104

4 stars

(23)

23

3 stars

(2)

2

2 stars

(0)

0

1 stars

(2)

2

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 131 results

October 2015

Anna

Verified Reviewer

Company Size: 1 employee

Industry: E-Learning

Review Source: GetApp


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

October 2015

Close.io for therapists, tutors and coaches

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.

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.

October 2019

Alexander from Internet

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

3.0

October 2019

Close is great for startup sales but lacks some simple features

Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.

Pros

I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.

Cons

I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.

September 2020

Akshay from Omni

Verified Reviewer

Company Size: 2-10 employees

Industry: Computer Software

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

September 2020

Great Beginner CRM Tool

Great tool overall to get started for a founder with little sales experience

Pros

- Very easy to get started / intuitive interface - Enables you to send emails straight from tool and manage inbox - Ability to set reminders and follow ups - pipeline UI, similar to salesforce or hubspot

Cons

- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this - hard to tell when prospect opened email

November 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

3.0

Functionality

2.0

November 2018

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

Skip it.

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.

September 2020

Kevin from Midas Marketing

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

September 2020

Fantastic software!

Pros

This is a great email software. It keeps teams informed, inspired and on track for sales!

Cons

At this time I do not have any complaints about the software - all good!