Close reviews

Close.io has been a huge help to our small B2B sales department. Before close.io we were using multiple programs to email, call, track, notate, and manage customers. It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.

I have used Close.IO at my past company and this is the only CRM that I can endorse. When I told my team that I was going to update the current CRM tool I was met with a lot of questions and concerns. After showing the video on the Close.IO site and taking questions for about 20 mins my team was buying into the idea of changing over. I was also able to prove to them that there would be a minimum of an hour that each of them would save a day, so that peaked their interest. Then as we ramped up for the change the nervousness kicked in again, so I made sure to stage the rollout in an effort to handle all questions in a controlled manner and prepare for more users. The employees were blown away by the ease of use! And I was impressed at just how smooth it all went. Being a tech guy my learning curve is quick, but from employees in their 20's-50's we had a hugely successful transition into Close.IO.

While my team is still early in the game, about 3 weeks into Close, we are seeing AMAZING results. One of my sales guys is up 50% in his personal sales! Others are up 10-20%. My entire team has said that they cannot wait to see what the future holds as we are continuing to find more ways to improve our process. Close.IO has convinced my team that it is the choice CRM tool.

Close.com BROKE our agreement and KILLED our company.

We partnered with close.com and after long meetings with their sales and customer success teams, we agreed to collaborate after getting a written agreement for our needs and future use of their system.
We built an entire infrastructure supported by their system after working with them for few months and paying them over $20,000 knowing it's an investment and it will be worth the money on the long-range.

We made sure to add in our agreement all of the potential problems and insisted that if there will be any problem - close will contact us for our immediate care and fix, as we want to keep a good relationship with them.

After 4 months, just 2 days after another payment of over $5,000 from us, we received a cold email from the customer success manager, quoting an email of [SENSITIVE CONTENT] saying they won't work with us anymore and suspend our account in 40 days. NON-NEGOTIABLE.
The stated reasons were ones we never heard of before from the close.com team and never knew they could cause any issue (if we've known, we would've taken care of them immediately).
No prior warning, no apology, no discussion, and not even a meeting explaining the situation.
Just a "non-negotiable" cold email.

We spend those months we worked with Close.com HUGE amount of development and employee resources to fit our system to Close's while planning to launch a new product, and just a few days before our launch we received this awful email.

Close.io is great for tracking leads and customer bases and the communication timeline as well.

Close has been great and their customer support is really awesome.

We run an online insurance comparison site in Colombia. We generate leads through our website that we have to close by phone and mail. A sales cycle is in average for around 20 days. Our requirements were:

1. Scalable (Apt for Small and Medium Businesses)
2. B2C focus
3. Lead integration
4. Mail integration
5. Phone integration (including possibility to store calls)
6. Easy to use
7. Reminders
8. Spanish would be a plus
9. Good and fast ROI

I studied 36 different options before making my choice and I demoed 6. My finalists were Pipedrive and Close.io. But I found Close.io being the better one. It's really fast and easy to use and very easy to adapt as we want. So far I'm very happy. The only things so far is that it's a little bit complicated to get a Colombian phone number but that's not Close.io's fault. It's because of the carriers here. The other was the Spanish but it wasn't sch a big problem since you can name many things yourself. It excelled in everything else. It also seems to be easy to export the day we decide to swith to another platform (if we do).

Once you catch the vision for Close.io, it doubles your productivity in sales.

I have tried out a handful of CRMs, and they all have their pros and cons. I've found Close.io to be the best and most flexible CRM for our growing sales team (It has grown with us as our sales team tripled in size).

There are two things I particularly love: The first is the timeline / history of interaction with a customer. It makes it super easy to quickly get caught up on a relationship with a client before talking to them. When trying to close a deal or when a customer has a problem, this has been invaluable. We have also connected Close.io to our support ticketing system, so I can track all communication (even non sales) that a customer has with our company which is a big help. The second thing I really like is the one touch call / email. It makes it extremely easy to communicate with the customers and saves me time.

Although to be fair, there is also room for improvement. It is a little bit challenging to manage your emails completely from Poll Everywhere as it's hard to track all inbound emails. I also wish they would improve the way they organize their email templates. After you have a few sales reps each with their own templates, the list can grow very quickly.

Overall, the pros far outweigh the cons and I would definitely recommend Close.io to anyone looking for a CRM.

Love how simple Close.IO is. There's one list of contacts , and then an infinite ways of segmenting the data after that in powerful ways. It's a very powerful concept, and they do it in a way that makes it super easy to manage lists of leads/clients/whatever, and to help make sure you're on top of it. They do this, however, in my opinion, by sacrificing features available in other top CRMs, some that seem like they should just be there. For us it has been worthwhile nonetheless.

Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it.

We're not the "target market" for most of the sales management solutions out there. We just needed something that could let us keep track of key accounts easily, give us a snapshot, and keep everyone on the same page..... and specifically me as a CEO to be able to bullshit check what the sales people are saying is the status of accounts (because now I can read all the emails and notes related to the account). Priceless.

We liked it so much, that we started another "organization" to keep track of our Series A fundraising... so we know where every investor is in the process, who has gotten what info, etc.

Great experience generally, just hate when I'm really into a task and then I forget about checking close all to open it up to 3 message and 6 emails.

Close.io is simple software package that incorporated "common sense" into their sales process to help drive efficiencies in a sales persons daily outbound and inbound activity. Close.io allows me to make phone calls quicker, take notes, send emails & text messages in one simple to use UI.

At Duma Works, a Kenya based recruitment startup, we use close.io to keep track of all of our customer relations, existing and potential. Apart from that we're also using it as a multi-tool for everything from fundraising to recruitment. The search centric approach makes it easy to create any type of customised list of leads and treat them differently based on their unique characteristics. The ability to add custom fields to all leads in combination with the bulk email feature makes it possible to easily send hundreds of personalised emails in seconds.

I would recommend close.io to anyone who wants to maintain and grow a database of contacts, be it customers, candidates or investors.

Keeps sales focused on relevant tasks rather than wasting time on housekeeping tasks

Have used everything – Salesforce, InfusionSoft, Pipedrive, Sugar, etc. At some level, they were all awesome, and at another level, all of them sucked at something important. After signing up for a free 14 day trial, I happily pulled out my credit card and signed on for $660/month for our (4) users after using it for just a few days. And we had just signed on for a competitive solution only 4 months earlier.

Now, after using Close.io for a couple of weeks, the positive impact on our business has been profound. Since all calls and emails go through the system, the reporting is real-time and automatic for salespeople. Our sales staff loves it, I love it, and as long as it keeps working the way it is, we expect to be customers for a long time.

P.S. Responses from support are typically within the hour. So far, I'm very impressed.

I am using Close.io to help keep track of all of my cold calls. I can easily open up multiple contacts and make calls to each of them a lot faster than looking at one contact at a time, clicking the mouse more times and being less efficient with my time. This is a great tool for any sales person wanting to keep better track of who to call when, reducing paperwork and headaches. I highly recommend this product.

Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations.