Close CRM Reviews and Ratings

Use Cases and Deployment Scope

Close (CRM) is used to support our sales team, we can handle several options like emails, messages, and call directly to our future clients, keeping continuous communication with them. Our big trouble with this CRM (Close) is tracking hours from our sales team, this CRM is really good to increase sales and having a great sales interaction and follow-up, but, is a headache to track hours, breaks, lunch from the team, and we must implement a special software to track and reports hours from agents.

Likelihood to Recommend

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

Use Cases and Deployment Scope

I am a business consultant and often in the position of recommending CRMs to companies I work with. There are tons of great CRMs in the marketplace but Close is my go-to #1 recommendation for Sales teams. Close is feature-rich with some very advanced features but they are presented in a manner that is simple to use with a great UI/UX.

Likelihood to Recommend

Close is my #1 choice for sales teams, both inbound and outbound. The telephony features in Close are exceptional and they lead the Industry in features and innovation. The power dialer increases productivity by cutting down the manual time of physically dialing calls. All calls and interactions including SMS messages are automatically logged to the client's account within the CRM.

Use Cases and Deployment Scope

Close has been helpful in generating outbound email campaigns; our sales team is highly dependent on it for reaching out to prospects. Apart from campaigning, it is also a complete sales CRM where one can have a complete track on the lead status. Close is playing an important role in managing the leads without the interference of a second person--it is highly understood to every salesperson.

Likelihood to Recommend

I was very messy with the need follow up on things and I hardly recalled my prospects, so we've used few other CRMs but we haven't received fruitful results. To be honest, Close has helped a lot in lead management for me and the team as well. Close can be a wonderful tool if it simplifies its platform terminology so it's understandable to every user.

Use Cases and Deployment Scope

We're using Close for our sales team and managing all the leads we have come in. We had used other paid systems and even created our own, but this solved all our problems. Close replaced a few things for us and though costs a fair bit saves us time and money overall.

Likelihood to Recommend

If you're using something that you've made to manage leads and calling yourself, or you have outgrown your cheaper CRM, Close is a great option. We went from spending a lot of time organizing and reorganizing things where Close just did it as part of it's system.

If you're just starting out, I wouldn't recommend it. But if you've been using anything for a while, I'd give it a try.

Use Cases and Deployment Scope

Close is used exclusively by our intake department for managing our client leads. Our intake department uses it to manage contacts, send bulk emails to potential leads, and take notes regarding their interactions with the potential leads. It organizes and simplifies our communication workflow since the process is all centralized.

Likelihood to Recommend

It is useful when you have a lot of contacts and need to organize those potential leads. You can categorize lead by custom labels such as based on their interest level. It is also useful if you have the capabilities of using it in combination with other software so that your leads are automatically added to the system when they complete intake forms. It is also useful if you have contacts across a lot of different contacts and need to have an easy way to remember which contacts are for which projects. It is also useful if you want to send bulk emails quickly and want to synchronize the software with your email. It wouldn't be as useful if you only had a few contacts or a single matter that you were managing.

Use Cases and Deployment Scope

I use Close.io to manage my phone calls, cold emails, and sales follow ups. It solves the problem of keeping a lot of leads and follow up sequences organized, and prevents them from falling through the cracks. It keeps me focused and helps me work efficiently and effectively. I can easily find where I left off with a particular prospect.

Likelihood to Recommend

Close.io is best for a small business sales team that has a lot of leads coming in consistently. It isn't good for a one man sales rep or soloprenuer because it has a lot of functionality & take time to set up. It's perfect for the forward thinking organization that knows it needs to rely on outbound selling, and is ready to support its sales team with a powerful tool like Close.io.

Use Cases and Deployment Scope

My team uses Close.io to manage our sales and BD pipelines. We're a small startup, so there's only two of us currently using it, but I can see how the value of the platform would scale with additional team members. It's clearly setup with leads, opportunities, and an inbox that is essentially one's action items for the day. Recently, Close.io added the ability to send email sequences, which we're leveraging now. Already seeing great value there as some leads don't respond until the 4th or later email.

Likelihood to Recommend

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...

Use Cases and Deployment Scope

Our insidesales team utilizes it 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. It's a great tool to keep everyone on the same page as to where a lead/account is in the buying process.

Likelihood to Recommend

I think Close works best with a broad team of reps working the same accounts. For us, we may have 3 different sales reps quoting different products on the same deal. It makes it much easier to track where everyone is in the process and how up to date the prospect is.