Close saves us 20+ hours and over $500 each month!
September 01, 2020

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

Jason Vance | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Close

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.
  • We've saved money & time. I would spend 4-5 hour per week in our old system, now zero.
Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
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.

Close Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Interaction tracking
10
Lead management
Not Rated
Task management
Not Rated
Reporting
10
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
Not Rated
Custom fields
10
API for custom integration
Not Rated
Role-based user permissions
7
Marketing automation
Not Rated