Filter Ratings and Reviews
Filter 21 vetted Close reviews and ratings
Reviews (1-5 of 5)
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September 01, 2020
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.
- Manages leads.
- Followup & reminders.
- Organization of everything in one place.
- Add-ons that are worth every penny.
- It could use a free account owner.
- Having a second international line would be good.
February 11, 2020
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.
- Organize all contacts with potential leads.
- Bulk email to simplify communication process.
- Difficult to understand and build search queries.
November 19, 2018
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.
- 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.
- 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 :)
December 20, 2018
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.
- 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.
- Make it so one can set the time at which the emails go out.
- Make it easier to set up my workflow.
February 17, 2017
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.
- 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.
- 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!
Close Scorecard Summary
Feature Scorecard Summary
What is Close?
Close is a sales engagement CRM designed to help SMBs turn more leads into revenue. A multichannel platform, Close lets users email, call, and text leads from the desktop — without add-ons. Every touchpoint with a lead is automatically tracked in a visual timeline so teams can skip the CRM busywork and focus on the deal. The vendor states that with its productivity tools like the task reminders and the Power Dialer, users will reach more leads, follow up more often, and close more deals. |
Close Screenshots
Close Integrations
Close Competitors
Pipedrive, Freshworks CRM (formerly Freshsales), Zoho CRM, SalesLoft, Mailshake, Salesforce, Copper (formerly ProsperWorks)
Close Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
| Edition | Pricing Details | Terms |
|---|---|---|
| Starter | $35 | per user, monthly |
| Basic | $65 | per user, monthly |
| Professional | $95 | per user, monthly |
| Business | Contact for Pricing |
15% discount on annual pricing
Close Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | No |
| Supported Languages: | English |