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)

101 Reviews of Close.io

 

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Software Advice Reviews (2)
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Showing 1-2 of 2

Scarlett from Fareway Internet Solution
Specialty: Legal
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Best user interface tool for sales executives

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Great Value for money.

Pros

The lead integration is seamless. Its extremely easy to use even by a traditional sales executive and also has a great customer support.

Cons

A separate contacts section can be built for qualified lead seggregation and dashboard can be made more visually easy to understand.

Review Source
 
 

Shaun from TS Consulting International
Specialty: Legal
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

One of the best CRMs

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

One of the best crms I have ever used

Pros

It pretty much has every feature built into it. Very simple to use and easy to look at.
Very fast and boots quick

Cons

Dashboard could be a bit better but very easy to set it up for great lead generation
Must download the application

Review Source
 
 
 
Showing 1-20 of 99


May 2018

May 2018

Delivered immediate value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Within 2 days of using Cloze it had delivered a ton of value—recommending I reach out to a friend I hadn't spoken to in 4 weeks, reminding me to call a client because I'd committed to them in an email (but never scheduled the call), and autofilling all the most painful parts of a CRM: your contacts and orgs. Awesome product

Cons

The UX/design of the website is starting to get a little annoying. They need to improve how info is displayed to make it less cluttered.

Review Source: GetApp
 

Elroy from Luxury Beard
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Boost the number of closed deals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

This CRM system contains everything that you need for the successful dealing with the leads, write comments, add all the information to the certain client. However, there is also the feature which realized not in every CRM and I am talking about reporting system. It does exist in some other CRM’s but as an addition, they are not paying as much attention to this function as needed unlike Closeio, their reporting really gives you all the important information regarding deals, calls and other important things in sales.

Cons

I personally would like to see the longer trial period of using the platform, a month would be enough to see and test everything that I needed instead of two weeks that they suggest, because of lacking knowledge about the system it was a risk to purchase it, however, eventually I was satisfied.

Review Source: GetApp
 


May 2018

May 2018

Great simple CRM that we actually use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Close integrates all of our customer communication into one place to make it really easy to use. Because it integrates with calling and email, most communication gets automatically logged so there isn't that annoying extra step. And because we're already in it while interacting with customers, adding notes is natural. The result is a CRM system that is up to date and gets used.

Cons

I'd like prettier reporting. The reporting screen basically counts and filters to give a table of results. I would love to have this visualize pipelines and allow us to drill down on results in a more visual way.

Review Source: Capterra
 


May 2018

May 2018

Close.io is a common sense simplistic software platform that streamlines my entire day.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Close.io is simple software package that incorporated "common sense" into their sales process to help drive efficiencies in a sales persons daily outbound and inbound activity. Close.io allows me to make phone calls quicker, take notes, send emails & text messages in one simple to use UI.

Pros

I love that I can make phone calls out of Close.io using my contact information for any given prospect. It integrates with my email system and captures all my outbound and inbound email traffic and keeps a record of it. The UI is also simple and the sales workflow is better streamlined then saleforce.com in my opinion. I wasn't a fan in the beginning, but after about 2 weeks I loved it's functionality and ease of use.

Cons

It took me a while to get adjusted to their process methodology and in the beginning found it cumbersome and clunky.

Review Source: Capterra
 


April 2018

April 2018

Simple yet advanced CRM

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Close.io is super easy to use while being packed full of advanced features. This makes it easy for sales reps to just get in and do what they need to do without stumbling over things they don't need.

Cons

Would be nice if Close.io integrated with more marketing automation platforms so that it was easier to send relevant leads into the platform.

Review Source: GetApp
 


April 2018

April 2018

CRM for startups

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

i love being able to send emails directly from the crm. it's not just sync, but a full integration. it also has all the modern functionality you would expect from an email system - right in your crm!

Cons

my concern is how well this tool scales because of its relative lack of discreteness. it would be difficult for manage a sales team utilizing this technology

Review Source: Capterra
 

Vivienne from Code Blue Mix
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

One of the best programs for sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The program is fairly simple to use, contains a comfortable design and a wonderful build. In general, the positive feedback from our sales team, as employees say, in fact, that CRM is easy to use and allows them to call and send letters by e-mail quite quickly and simply. We have absolute access to everything, in fact, what happens in the trading process, we are more likely to contact customers sooner than ever, and be able to get an absolute overview of the sent letters, the number of calls made and much more.

Cons

Typically, the software is good, and all tools work without problems. Installation of this product is fairly easy and fast. Customer service is working pretty well. So I do not see any problems with this program and it's good.

Review Source: GetApp
 

Malena from Talkabout Technologies
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

Easy, modern-looking and powerful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Close has made it super simple for me to handle all my daily tasks. It allows me to essentially do everything I need to do on the platform without leaving. I really like how easy this software is to use and that it is cloud-based. You do download an app to your desktop, but that just syncs up with the cloud. Now it has become much easier to see communications with all of our clients. Multiple employees can communicate with multiple clients and it makes it so much easier to hold each other accountable when all communication is out in the interface.

Cons

I wish there was a better system for sorting leads. I would prefer to have subsections rather than single categories. I also think that UI is a bit plain and reporting is not very good unless you pay for the highest priced plan.

Review Source: GetApp
 


March 2018

March 2018

A must-have for sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

As a huge fan, I have nothing but great things to say.

Some of the biggest wins:

-Fast interface
-Robust and extremely powerful search tools
-Syncs with gmail (IMAP) perfectly.
-Ability to set custom SMTP servers for outbound email, while maintaining sync for inbound.
-Excellent support team
-Custom variables for leads. Allows sales team to get additional key insights
-Tasks manager and assignment

Cons

Only one feature that I can currently think of that I'd love to see and that's the ability to add custom fields to contacts within a lead.

Review Source: Capterra
 

Eddie from Mockup Science Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2018

March 2018

Helps sales people close more deals

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It is a great tool to keep everyone on the same page. This is the best CRM for a SaaS company today! Built for hustlers by hustlers, the team is great and I look forward to their future updates. Our inside sales team use Close.io to work cohesively and ensure we are not having multiple people follow up with the same leads. Our sales staff also links in to see when follow-ups have been done. The features that helped us the most is real-time integration with Gmail. Next is solid template structure that allows for customization options and variable fields. The whole service is easy to use. It can easily search for past emails and share the status with other members because it integrates all the emails and calls with the leads to the platform. In addition, it allows adding tasks and setting up alarms. Great tool to organize the database, rank potential customers/investors, and size the opportunities.

Cons

I don’t like minor bugs. Sometime when I'm replying to an account it attempts to send the email to a different user. Thankfully, I have only missed it when sending internal emails. No native mobile apps yet.

Review Source: GetApp
 

Uzair from instaMek
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

The perfect CRM that I loved...

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It was super easy to use and got the job done.

Pros

It's so simple and intuitive - they didn't waste their time with fancy features which I love. It's the CRM I would use over and over again if I could

Cons

It's really good for when you reach the deal stage but there isn't enough functionality for prospecting which we needed.

Review Source: Capterra
 


November 2017

November 2017

Easily the best CRM we've tried out

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Close.io is basically a hub for everything you'd need to nurture and close sales. It has built-in calling, SMS and voicemail drop from a unique phone number, all tracked alongside emails and notes. The interface where you track leads is easy to understand and train salespeople on.

Cons

The mobile app is glitchy. I would love to be able to upload new contacts/leads from a business card photo, but I haven't had any luck so far. Hopefully this will be resolved before too long. The desktop interface is amazing though.

Review Source: Capterra
 

Robert from SimplyInsured

November 2017

November 2017

Close.io treated me well

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Super simple for making phone calls and sending emails. Easy workflows for inside sales reps, you can make a lot of calls quickly.

Cons

The reporting is pretty barebones, but I know that's something they've been bulking up over time.

Review Source: Capterra
 

Jason Number of employees: 1 employee Employees number: 1 employee

August 2017

August 2017

Awesome Integration of VOIP, Autodialers, and Voice Drop

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I've evaluated a lot of CRM's and Close.io is one of my absolute favorites. If you need to make a lot of calls their dialer and integrated telephony features are some of the best available.

Cons

Pretty Expensive especially if you already have another VOIP provider. Unless something has changed recently you miss out on a lot of standard VOIP features like a virtual attendant. Press 1 for Sales, Press 2 for Marketing, etc.

Review Source: GetApp
 

Tyler from Rain Retail Software

February 2017

February 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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!

Review 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

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

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.

Review Source: Capterra
 

Stuart from userinput.io

December 2016

December 2016

Ideal for direct email marketing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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Support

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.

Review Source: Capterra
 

Daniel from Entrupy Inc.

December 2016

December 2016

Dare I say It's Fun?

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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!

Review Source: Capterra

  Response: Elastic, Close.io

Date: December 2016

December 2016

 

Thanks a lot for the great review, Daniel. We're glad your team is getting so much value out of our sales app. If you ever want a complimentary consultation by our success team, please let us know. They can help you find the best setup for your team :)

 

Gabriela from FareHarbor

November 2016

November 2016

Great to use and for organization

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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!

Review 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

Product Quality

Customer Support

Value for Money

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

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.

Review Source: Capterra

  Response: Elastic, Close.io

Date: November 2016

November 2016

 

Thanks, Dean, we're happy that our inside sales CRM is serving you well! We've passed your feedback on to the product team.