Close CRM Reviews and Ratings

Rating: 8.8 out of 10

Score

8.8 out of 10

Community insights

TrustRadius Insights for Close CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Efficient Power Dialer: Several users have praised Close CRM's Power Dialer feature for its efficiency and time-saving capabilities. They appreciate how it streamlines the calling process, allowing them to make multiple calls with just a click. This feature has enabled them to save valuable time and effort, ultimately making their sales calls more productive.

Effective SMS Integrations: Many reviewers have found Close CRM's SMS Integrations feature extremely helpful in easily communicating with leads and customers via text messages. This direct and efficient communication has resulted in improved engagement and a more streamlined sales process. Users appreciate the convenience and effectiveness of this feature.

Valuable Video Reports: A significant number of users consider Close CRM's Video Reports feature as a valuable tool for tracking and analyzing sales performance. They find it helpful to visually see the progress and results of their sales efforts. This feature provides them with valuable insights that enable more informed decisions and refined sales strategies.

Reviews

8 Reviews

Excellent CRM for a sales team, with improve areas.

Rating: 9 out of 10

Incentivized

July 27, 2022

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.

Pros

Excellent to handle email with customer.
We can implement links to fill out some PCI Complaint form.
Holistic Reports of sales and agents follow up.
Pretty good price per user and different levels of services.

Cons

Hours tracking, must improve in get and run data hours.
Reports could improve, be more detailed and specific.
Predictive dialer just added in more expensive plan.

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.

Verified User

Analyst in Quality Assurance (51-200 employees)

Vetted Review

1 year of experience

Simply the Best for Inbound/Outbound Sales Teams.

Rating: 10 out of 10

Incentivized

May 28, 2022

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.

Pros

Power dialer.
SMS
Integrations
Video
Reports

Cons

Some 3rd party integrations could be eliminated by bringing them into the feature set of Close.

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.

Jason Janes

Web Design & SEO Consultant in Information Technology at Bright Advice (1-10 employees)

Vetted Review

4 years of experience

View profile

Helpful when it comes to lead management

Rating: 7 out of 10

Incentivized

February 15, 2021

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.

Pros

Email campaigning
Lead management
Sales acceleration
Analytics

Cons

Selection of leads for campaigns
More enhanced UI

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.

Verified User

Team Lead in Sales (11-50 employees)

Vetted Review

1 year of experience

Close saves us 20+ hours and over $500 each month!

Rating: 10 out of 10

Incentivized

September 1, 2020

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.

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

Cons

It could use a free account owner.
Having a second international line would be good.

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.

Jason Vance

Owner in Marketing at Red Mill Creative Inc. (1-10 employees)

Vetted Review

1 year of experience

View profile

Simple, Easy-to-Use Client Contact Management Tool

Rating: 10 out of 10

Incentivized

February 11, 2020

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.

Pros

Organize all contacts with potential leads.
Bulk email to simplify communication process.

Cons

Difficult to understand and build search queries.

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.

Verified User

Partner in Legal (1-10 employees)

Vetted Review

2 years of experience

Close.io beats HubSpot CRM hands down!

Rating: 10 out of 10

Incentivized

December 20, 2018

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.

Pros

You can search for prospects by your activity & notes.
It helps automate the follow up process.
It ties cold emailing into a powerful CRM all in one portal.

Cons

Make it so one can set the time at which the emails go out.
Make it easier to set up my workflow.

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.

Joe Gatto

VP of Marketing & International Business Development in Sales at ePaymints (1-10 employees)

Vetted Review

1 year of experience

View profile

Close.io strikes the perfect balance between power and simplicity!

Rating: 8 out of 10

Incentivized

November 19, 2018

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.

Pros

Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
Email sync. Syncs in real time with your email account, which is huge.
Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

Cons

I'd like it if I could customize the inbox so that only leads that meet my defined criteria show up on my to-do list. Instead, it's managed by Close and what they consider to be an action item.
The interface could use a face lift :)

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...

Erik Zahnlecker

Co-Founder, Head of Product in Sales at Allocate.ai (1-10 employees)

Vetted Review

View profile

Close.io - Inspire teamwork!

Rating: 9 out of 10

Incentivized

February 17, 2017

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.

Pros

Teamwork - Syncs all the emails sent to prospects to allow the whole team to stay on the same page
Templates - Solid template structure allows for customization options and variable fields.

Cons

Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!

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.

Ryan McCarty

Sales Development Representative in Sales at Vibrant Technologies (11-50 employees)

Vetted Review

1 year of experience

View profile

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