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.

Supported Operating System(s):
Web browser (OS agnostic)

105 Reviews of Close.io

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  • Verified Reviewer

    Number of employees: 51-200 employees

    August 2018

    Close.io Review

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I like that you are able to track all forms of communication with a potential business. You can crack phone calls, notes, text messages all in the order that you had the conversation with your business. I also like that you are allowed to send text messages to business if they are hard to get a hold of via phone call.

    Cons

    I think that they could have better integration with other platforms. Our support team uses fresh desk and fresh chat as their source of emails and chats and with no integration it makes it hard for the support person to see the conversation that goes on between the sale person and the customer without having close.io open.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    June 2018

    Great CRM for smaller businesses

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

    I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison. The platform is also a lot simpler to use than other popular CRMs like SalesForce and Dynamics.

    Cons

    There isn't much to dislike about the platform. There could be some additional features to make activities simpler but that's not really anything against the platform, in my opinion.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Isaiah from Novus Club

    June 2018

    A modern and functional touch to CRM

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

    Coming from Salesforce and other CRM services, Close.io shines a much needed light for our sales team. They follow industry standards and have every feature that I've been used to having. I incredibly appreciate the ability to call and track phone calls directly from the app.

    Cons

    The desktop app is where it's all at, but I would appreciate a more fine-tuned web and mobile app considering what we pay and what other services offer.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Yevgeniy from TopTechPhoto

    June 2018

    Great solution for medium sales teams

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

    We've used close.io for a few years for our sales team. It has nearly any feature that you'll need. It has incredibly good system for follow ups and sales tracking.

    Cons

    This is not really needed when you have just a couple of salespersons and price starting from per mo is really high.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    May 2018

    Delivered immediate value

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Scarlett from Fareway Internet Solution

    Specialty: Legal

    Number of employees: 2-10 employees

    May 2018

    Best user interface tool for sales executives

    Ease-of-use
    Functionality
    Quality
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Elroy from Luxury Beard

    Number of employees: 11-50 employees

    May 2018

    Boost the number of closed deals

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Verified Reviewer

    May 2018

    Great simple CRM that we actually use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    April 2018

    Simple yet advanced CRM

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Verified Reviewer

    April 2018

    CRM for startups

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Vivienne from Code Blue Mix

    Number of employees: 11-50 employees

    April 2018

    One of the best programs for sales

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Malena from Talkabout Technologies

    Number of employees: 51-200 employees

    March 2018

    Easy, modern-looking and powerful

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Verified Reviewer

    March 2018

    A must-have for sales

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Eddie from Mockup Science Inc.

    Number of employees: 51-200 employees

    March 2018

    Helps sales people close more deals

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Uzair from instaMek

    Number of employees: 11-50 employees

    March 2018

    The perfect CRM that I loved...

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Shaun from TS Consulting International

    Specialty: Legal

    Number of employees: 2-10 employees

    January 2018

    One of the best CRMs

    Ease-of-use
    Functionality
    Quality
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    November 2017

    Easily the best CRM we've tried out

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Robert from SimplyInsured

    November 2017

    Close.io treated me well

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Number of employees: 1 employee

    August 2017

    Awesome Integration of VOIP, Autodialers, and Voice Drop

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
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