Close Reviews & Product Details

Its versatility and adaptability. Mostly what is most attractive is that Close maintains the history of touches, from the first outreach to the close (no pun intended). Close CRM records your voicemessages, incoming calls, texts and emails to the contact. It is the most comprehensive CRM I have seen to date. I cannot wait to grow into using more of its power. It even sourced local phone numbers for me to call through without me having to "shop" vendors and pricing for numbers. When I have needed to, there are ways to search answers to questions. Close support also responds rather fast compared to other platforms which can take 3 days to answer a question. As far as usage, I find it is not an "intuitive platform" per se, but when you research, anything can be done with Close. I will be using this platform minumum 5 days/week. I am using it a bit less now, but love working in Close. To upload contacts is not difficult. If you have the full program, you can customizable your categories.

I liken Close to our brains. Perhaps we only master 6% of its capacity, lol. There appears to be a lot more capability available in Close to benefit our work and our businesses! lol.

Keeping track of who I contacted, when and how I contact the prospect is of most importance. However when I have a "yes", to be able to transition that cold call to a deal is imperative. Close covers it all.

The way you can call and follow up with PNC

nothing everything is good I really dont have nothing to say everything is great

well the calls are always good quality incoming calls are great and the way you move around.

the automations, smart views and the lead filters.

the pricing is a bit high but its worth it.

Close solved the problem with call recordings, now I can keep track of everything. I also have it connected with ChatGPT and it makes everything soo usable.

the Smart views and customization allows you to dial only the most likley leads that will answer/buy. This saves you a ton of time and man power. Also the tracking on close.io is second to none and makes running a team a breeze.

The cost. But honesly its well worth it.

smart views call tracking and date. makes my life soo easy.

Predictive dialing, power dialing, activity recording on leads.

Emailing not as good, but has loads of integrations with other softwares.

Automated, efficient calling. Pipeline reporting.

Its all in ONE place. Most CRMs I have used are peice mealed together using API integrations. This system is all in one! Fantastic...

I haven't come across anything yet. It is an easy to use system for workflows, automations etc.

It is everthing I need to run effective business, all in one system. It keeps me organized and on point. I wish I had known about this sooner!

Close has helped EASILY automate our sales pipelines creating more time for us to spend creating DEALS isntead of working on systems and processes. Theyre customer support is readily available and fast to respond, we love that! Easy to use the system from anywhere with their desktop and mobile application.

The learning curve for building everything out took a bit, as well as transferring data from our previous CRM took a while to actually format the data.

They're solving the propblem of not having everything you need in one CRM. As soon as we saw all the potential that Close brings, we immediately took action and signed up.

i like all the updates that go into it, it's super easy to use and the smart views are a life saver

sometimes it will crash out, but rarely does it actually do that

i'm able to communicate well and keep in contact with my leads. i'm able to schedule things out in advance and make sure i don't miss anything

I love the detailed ways that are also user friendly that Close records data automatically. From the autodialer, effective tracking systems, and auto recording notes on phone calls for you, this is a phenomenal professional system. It can manage your client database, nurture them (even with built in workflow automation), and take detailed notes along with allowing you to track lots of data manually....there's too many things to list that this system can do. As a high ticket setter using multiple platforms for different offers, I couldn't ask for a better system and I have recommended it to other owners as a potential solution to help make their business more efficient as I believe so strongly in its efficacy in my own success. If you only have enough to invest in one system or even enough to makemistakes....be happy how affordable they are and save the stress and money and choose Close.

I wish there were system hardstops to enforce cleaner logging of data on each lead as determined by the admin of the offer.

Solving the organizing of relationships and monitoring the data to track productivity and sales.

The best thing about Close is it is very user friendly and if you are going to listen to some calls it has a very good quality. No static and the recording is very clear

Inconvenience: Closing the dialer app means you won't have immediate access to call logs, contacts, or the dial pad until you reopen the app. If you need to make or receive calls frequently, having to reopen the app each time may be inconvenient. Missed call notifications: If the dialer app is closed, you might not receive notifications for incoming calls or voicemails. This can lead to missed calls if you're not actively monitoring your device for incoming communication. Delayed call functionality: Closing the dialer app may result in a slight delay when trying to make a call since you'll need to reopen the app first. This delay could be an issue if you need to make urgent or time-sensitive calls.

These benefits contribute to improved productivity, efficiency, privacy, and overall user experience. However, it's important to note that the specific benefits of "Close" can vary depending on the context, application, or system being referred to.

Compared to any other CRM I have worked with, Close has been the most user-friendly and easy to organize. When I receive and incoming call, I can jump right to that client's profile and make note of any and everything about that client. The inbox tool is extremely helpful for setting reminders for myself, as well as tagging in coworkers for certain tasks that need assistance with. I use Close CRM every day and have not run into any issues. Because of this, I have not had to reach out to customer support, but am happy that they reach out to me every now and then to see how I like the program as well as if I have run into any issues. Adding new employees and implementing their accounts into the system is quick and easy. Uploading and integrating gmail and other business programs into Close CRM takes seconds and is easy to make necessary adjustments for email signatures, phone numbers, etc.

The only complaint I have is that when you hit backspace to go back into your smart view list, the quick widget to switch between clients can sometimes disappear.

Close helps solve the problem of organizing and maintaining client and sales lead information in one easy to use program.

In den Leads ist eine Superbenutzerfreundlichkeit. Der Kundendienst wird damit vereinfacht! Häufigkeit der Nutzung ist täglich! EInfache Integration in dem Programm. Die Anzahl der funktionen sind sehr gut. Customer Support einfach zu verstehen. Leichtigkeit der Durchsetzung ist gegeben.

Die Leads überschneiden sich. damit ruft man immer öfters den gleichen mal an.

Alle Unternehmen in einem Programm, gefiltert

I love the organization in Close! It's easy to create new smart views for different lead catagories.

I wish we were able to call/text international leads!

Texts, emails and calls can all be tracked in one place!

Close is easy to use and tracks everything in detail. It also can create leads seamlessly

Close is amazing, but I'd love love it to have a sales agent assistant in the future

Helping our team stay on track and follow up with leads

So simple to use and the workflows are a huge timesaver. User interface is by far the best I've ever used.

I personally would like to add documents or images to client profiles, but there are work arounds with adding links.

Keeping track of tons of leads, recoding calls for review and creating tasks for follow up.

Easy to use, user-friendly and has everything you need to keep track of clients.

Nothing really, we wanted to use it for "Call-center" jobs as well, but then we decided not to. Do not know the reason.

CRM: Everybody in our team knows the previous notes and calls about the client, so if a problem appears, we are more prepared and can do more professional service.

Custom activities make integrations and triggering processes very dynamic. Very easy to use, easy implementation. Customer support is very helpful. This has now become our most frequently used software.

Reporting features aren't great. Custom activities being limited in count so much without upgrading.

Close helped us put many different softwares into one simple use. Specifically in outbound marketing uses.

Close has automated all the parts of my marketing that I found absolutely tediuos, and makes it easy to roll down my list and answer the questions my clients are asking.

Counting my interactions could be better. I have to track how many people answer me, and how many I reach out to manually because the software kind of lumps all of those interactions together.

I have a 3 call close for my company. The first step is to reach out to the clients that fill out my form. I used to have to do this manually, typing out each phone number and then texting the same thing over and over. Now, I send a chasing workflow out for all my new leads at once, and then just have to answer the folks that reply. Also the same workflow follows up with every lead until they answer, which is fantastic.

I love Close because it's the best for anyone in sales! CRM's can be very tricky and when closing deals, sales reps look at it as last in order of importance. Close does a phenomenal job of making it easy to use and operate it's CRM which in turn will help sales associates more effective.

It's missing a WhatsApp integration but apart from that it's solid/.

Having an easy to use CRM.

Close allows me to manage my customer / porspect base quickly and effectively. It's very easy to manage workflow amonst co-workers for our current customers as well as set follow up on prospects. It saves me a lot of time by streamlining my day-to-day.

The only downside I've encountered is with the phone / dialer integration with JustCall. Sometimes its choppy or delayed.

Effectively managing current customers as well as prospects. Close saves me time with their Workflow and Task features. Rather than sorting through accounts or typing them by name, I can move quickly by pulling up tasks or hopping into a workflow. It also allows us to create custom fields specific to our industry that help us to monitor and gain insight on our customer base.