Close Reviews & Product Details
Close is an all-in-one CRM software that allows users to manage relationships with customers and leads. The platform offers sales automation features that can support lead generation efforts and internal sales processes. Close also makes it easy to communicate with and nurture leads. By providing users with a centralized tool for lead generation, users can define a streamlined sales pipeline that can easily organize your team and work streams.
| Capabilities |
|
|---|---|
| Segment |
|
| Deployment | Cloud / SaaS / Web-Based, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Close Pros and Cons
- Excellent support for sales team
- Free trial available for beginners
- Convenient and easy to use sales tracking
- SMS, video, calling, and other channels all in the same place
- Full context overview on every deal
- Not as well-known as some alternatives
- Fewer integrations than some competitors
easy to use user friendly Customizing it is simple.
Reports are not EASY TO customize. There is no translation into Portuguese. No integration with Outlook
Pipeline
Most helpful - The power dialer is great, saves time! And SEQUENCES!, being able to schedule messages in advance. I also really like the bulk edit options. Oh and I found lots of useful ways to sort and filter lists just yesterday, 4/5/23, that are great!
Downside - I would love to have a task "dialer" that moves me through each lead in order where tasks are set. I cannot select individual leads to include in the dialer or sequence; I can only select all or none from each smart view folder. There's no option to easily call a lead a second time within the power dialer.
Solving the problem of - Dialing phone numbers one by one and having to type each number into the dialer. Having to wait to send text reminders until the day of or hours before an event. I can schedule them in advance and forget about them, knowing my leads will receive the messages whether or not I am logged in that day/time of day.
I love the following features of the CRM: 1. great customer support 2. Versatility regarding emails, cold calling and sms. 3. Great tool for sequences
I would like to be able to hide some information from some users.
Organizing lead system Email marketing Statistics
You want to use it. Most CRMs are a nightmare to use. You can learn to use Close in less than one hour. It also has everything you need for outbound.
If I had to pick one thing is the inability to add task to sequences at which point you'd easily compete with SalesLoft.
It's just an all-in-one tool which helps me fully take care of outbound.
Until we started working with Close, the whole process of updates regarding clients was chaotic and to get information on the history of the lead, it took us very long time, especially with people working in different time zones. It works wonders, is very clear to read and work with.
It would be great if the statuses in "opportunities" were mirroring the statuses in smart views, which currently is not the case.
It's very easy and intuitive to send email campaigns for the potential customers.
Seeing all email correspondence in one place to help monitor various items on everyone's desks.
Sometimes auto replies from people in sequences kicks them out of the sequence and I don't catch it. Would be nice if there was a review process for those so you can confirm whether they should be kicked out or not.
Mass communication to lots of clients in an efficient manner via email templates and sequences. Creating tasks to ensure work is not missed.
every relevant action is in the same page, no need for tabs or anything like that sort; basically, you simply need to click the right place within the same page, and there are no tedious links that take you here and there.
Most likely, on the developer or even admin side of it, it might have lower data importing capacities, although I cannot confirm that since I am only a user, I am guessing that because the CRM looks too good to be true!
providing a simplified, and yet, extensively complete user interface, one of the most, if not the most, user-friendly CRM out there in the market, easy for admins to track activity as well.
Close is a very reliable and flexible CRM that is very easy to set up and much easier to use. As a person who had very little experience with CRMs, Close offered a great experience overall.
When working with a very sophisticated data structure, Close can be a little hard to develop for. Also, if multiple teams and different approaches are needed to close an opportunity, this CRM will struggle to keep everything tidy and updated.
The CRM functionalities work amazing for keeping track of opportunities and being able to create pipelines is very easy. Close also offers many features that make it easy for SDRs and BDRs to successfully win outbound deals.
One of the standout features of Close CRM is its ability to automate many aspects of the sales process, allowing sales teams to focus on more high-value tasks.!
No be able to assign numbers or recover the task on the lead's that I delete by accident, I would like to have more features as an administrator so i don't have to bother the support team
They are pretty helpful. They designed two custom scripts for me and gave me training on how to use also to install python on my computer and i know they will be there everytime i need help
The most heplful thing about close is, that I always have a overview of priorities and I never miss out on calling leads. I especially like the dialer which makes it possible to call more leads per day.
I would be great to have more filters, to make it easier to filter the leads which are in a huge list .
We have a good overview about our sales numbers and always on track about the next activities so the company can benefit from it. We were able to make more sales and work more efficient
Organization of profiles and helps with following up with clients. The list system allows you to organize profiles to preference. Speed dialer and auto VM for the win!
Sometimes when I'm running max efficiency, I find myself waiting for the system to keep up with me but it may also be my hardware.
Keeping an organized presentation of leads and allowing for appropriate follow-up time.
The ability to build quick reports and save them for future use. I really like how organized all customer information is presented, along with the ability to add custom fields.
No mobile app, It could be handy to make outbound calls thru an app on mobile that wouldn't happen too often in my line of work.
Sales and marketing team collaboration. Task management and tracking pipeline. Close CRM has allowed us to collaborate even when working as a hybrid/remote team.
My favorite feature of Close is that it helps me keep track of my work and schedules. It helps keep me accountable in managing my time and tasks,
In the many months I've been using Close, I have not noticed any errors so far. Will be looking out for some, just in case!
It helps me and my team reach out prospects more effectively.
User friendly, excellent CRM for any sales professional. I've made use of your emailing and sms feature the most.
Absolutely nothing. There is no reason to dislike close for any sales person.
If an issue arise on close it's resolved within minutes.
The integration cheat sheet and how efficient it is to integrate with other softwares. One of the best things about this is it allows you to understand how the systems work.
The one downside is that sometimes my dialer will have some issues where the prospect and I cannot hear each other. It does happen every week; with this issue fixed, I can say this software is in a league of its own
The problems Close is solving allow me to focus more on my clients and their accounts more efficiently because of the automation and systems in place. My business has been scaling consistently!