Who Uses This Software?

Inside sales teams that want to close more deals and avoid manual data entry.


Average Ratings

105 Reviews
Ease
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $65.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Elastic
  • close.io/
  • Founded 2013
  • United States

About Close.io

Close More Deals. Make More Sales. Inside sales CRM starting at $65/user/month. Helps you to make more calls by reducing data entry. - Make & receive calls with 1 click - Emails sent & received are automatically tracked - One beautiful sales workflow with no manual data entry


Close.io Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Close.io Reviews Recently Reviewed!


Highly Recommend It

Mar 31, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
3 / 5
Value for Money

Comments: I can tell you that I have used over 20 different CRM systems over the past 10 years. We do a tone of cold calling and we need to just blaze through calls fast and I never could find CRM that allowed us to do this. I was so frustrated that I needed up even creating our own CRM just to do this very thing. I can¿t tell you how much money I spent in development of our CRM to make a product that blazes through calls fast. We used that for about a year or two then I stumbled on because our in-house custom CRM was having problems and we didn't have the resources to fix it so I figured I would try again. I cannot tell you how incredibly excited I am about how amazing Stop logging calls and emails and start making them instead. truly is. This CRM is unlike any product on the market it is exactly what we wanted our in-house product to be and more. It¿s so awesome we scrapped our in house product and started exclusively using Stop logging calls and emails and start making them instead.. You do not truly have an appreciation for ¿next gen¿ this thing really is, there is literally nothing like it on the market and honestly I¿m a bit shocked no one seems to get the amazing this thing is. This is a pure sales communication tool that cuts out all the BS of a CRM and is a real actual tool that a sales person can use to increase their sales and not just some data collection thing that salespeople are forced to you. If you actually give a go and start using it you¿ll never want to use anything else if you do cold calling. The thing seamlessly interfaces all your calls AND even all your emails! You no longer need to be jumping in and out of outlook, you don¿t need to check your outlook or Gmail calendar, and you don¿t need to do anything except pull up the Stop logging calls and emails and start making them instead. and do the stuff in your inbox and make money. It pulls in not only your tasks, and follow up meetings but it also syncs your emails and voicemail sand phone calls. It takes every single bit of communication you do and puts it in one quick ¿to do list¿ automatically with ZERO data entry. It¿s blazing fast and it just works. The voicemail drop thing is really dope, I can¿t tell you how many times a day I find myself having to leave voice mails for people, they have this thing that you hit a button and it automatically leaves a voicemail so you can go to the next call, just amazing in terms of productivity.

Pros: There are too many to list ¿ If you do cold calls this is a no brainier, you need to buy it today! It support The best apps. Better together. as well which means it hooks into hundreds of other marketing tools also. Their support is second to none, these guys seems to be hustling hard with support, product development and just providing a kick ass experience for their customers. I recommend this product.

Cons: This thing is EXPENSIVE.. but the truth is you get what you pay for and you geta lot. Your paying for the best and it has a price tag which clearly says it¿s the best because it¿s more than double the cost of other competitive products. The downside is though I have 3 team members and I¿m paying close $300 to $400 a month for 3 people that¿s crazy considering there are other products that do VoIp with Twillio for less than $10 a user. So I went from paying $50 a month for CRM and $80 for Twillio VoIP($180) to $300 a month. So my prices doubled, which sucked however after using this product it is worth the extra price but if they raise the prices anymore that is just pushing because it really his priced rather high for the market it¿s in. Even the enterprise ¿SForce¿ CRMs are not as expensive as that (course those CRMssuck compared to this when it comes to cold calling). The problem is I can¿t easily scale with it. So I¿ll be stuck with a 3 users fora while where if they had it at a lower price point I would buy a license fore very one of my staff but since it¿s so expensive I can¿t justify it for anyone but my sales people. I think they are missing out on revenue by not having license does not have the VoIP stuff for like $5 a user so my support team could use it without VoIP and be on par with other CRM price points. It¿s clear though this is a nitch product for telephone sales teams. SO that being said if you do not do a lot of phone sales then this product is probably overkill for you and there are many others that are more of ¿client manager¿type of product where this bad boy is a pure sales beast and nothing else.. It will help increase your sales without a doubt! In terms of client management and being asingle point for all customer data it does the job but it does not really do that any better than other products out on the market for half its cost. It¿s really the phone cold calling stuff is what makes it so awesome so if any other CRM companies ever figure this out and try to clone/copy it they will have some real competition but so far there is nothing like it and I would buy all over again! Also I really never write reviews either so the fact I¿m even doing this speaks to much this thing rocks!

It's like magic

Mar 17, 2015
4/5
Overall

Comments: We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data of our salesmen and to make easier for them to keep track of their clients by client type. We used a CRM (highrise), but the data it gave us was no longer enough to know more about whether the size and type of clients - and opportunities - our sales team were generating was the right kind given our current strategy. We initially requested a trial by importing a subset of random data of our former CRM but we felt this was not useful, because not all of those imported leads were relevant to us at the moment. When support from close.io gave us the option to extend our trial period, we deleted all of the previous leads and instead started adding new leads into the platform. That's when we notice the main strong point of close.io: by adding our first lead's email, within seconds we had a full history of each email we exchanged in the past. The desktop app works like a charm. Also, when you have a small sales team like ours, it's great to add a lead and check if one of your teammates already make a contact. Finally, it's amazing how easy is to categorize leads, we even use it to keep track of investors, allies and competitors. The call feature is also a huge breath of fresh air into a follow-up process. The fact you can make calls straight from the app, that those calls get recorded and also get tracked into a lead's history ensures automatic track of almost every kind of interaction with a lead. In our case, although we tried it and it worked great, we won't make use of it because our small office space forces us to do calls by getting outside the office, and given our internet connection is not that solid we will keep making calls the way we are right now and evaluate a full switch later. In a few words: if you have a small sales team and you want to make them doing more closing and less data insertion into follow-up tools, consider switching to close.io

Pros: The email auto-tracking is by far the the tool of close.io. The fact you can create a lead and it automatically brings all of the history of emails you exchanged with them gives a lot more insight and visibility into salesman follow-up performance. Also, the call feature; if you have a strong internet connection, and especially if you're a startup and your salespeople is constantly on the run. Support also responds very quickly to feedback, which made a lot easier the switch from our former CRM.

Cons: For our business, it´s very important to do bulk imports. However, the tool does not let you to opt out of duplicating leads, which makes us take longer to "curate" each file we want to import.

Close.io for therapists, tutors and coaches

Oct 14, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.

Pros: Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients. The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency. Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals". I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io. The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones. I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number.

Cons: I'm in Canada. I wish the price wasn't so high, especially with the exchange rate. As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.

Best CRM for managing relationships

Apr 24, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: 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.

Pros: By far the easiest and most intuitive way to manage relationships that I've come across. If it's a big struggle for you to have a bunch of lists of leads, and with your limited time you struggle to stay on top of each and every one of them, then Close.IO is awesome. It has helped us make sure none fall through the cracks, and does that in a way where I don't have to think about it. It just lets me know. Integration through Zapier also brings it to another level of automating workflows.

Cons: It's missing some features that other CRMs have, especially for the price. Although the 'smart views' (how you segment the contacts into different lists) is really really awesome and VERY powerful, there are some limitations that sound like should be there but are just missing (e.g. having different default columns per 'smart view', which sounds like a given to me since someone cares about different data depending on if the contact is a cold lead, qualified lead, or client). Instead now I have a bunch of columns that some people within my company don't care about but are just confusing to them. Also, you have to get the pro/business to get several features that I initially expected would be part of the main one, e.g. there's not a single report that can draw a graph to visually get at-a-glance info of any kind in the basic version. They also don't post their roadmap openly, so I have no idea what features will be coming. So in this respect it feels slightly like an incomplete product, but as mentioned, worth it for how incredibly well they execute the main function we need it for (effectively managing relationships/lists of contacts for both sales and client relationships).

Helps sales people close more deals

Mar 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is a great tool to keep everyone on the same page. This is the best CRM for a SaaS company today! Built for hustlers by hustlers, the team is great and I look forward to their future updates. Our inside sales team use Close.io 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. The features that helped us the most is real-time integration with Gmail. Next is solid template structure that allows for customization options and variable fields. The whole service is easy to use. It can easily search for past emails and share the status with other members because it integrates all the emails and calls with the leads to the platform. In addition, it allows adding tasks and setting up alarms. Great tool to organize the database, rank potential customers/investors, and size the opportunities.

Cons: I don¿t like minor bugs. Sometime when I'm replying to an account it attempts to send the email to a different user. Thankfully, I have only missed it when sending internal emails. No native mobile apps yet.

Great CRM for Early Stage Companies

Nov 03, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I really like the ease of use and graphical interface. I also love that I'm able to dial straight from the platform and the templating system is fairly easy to use as well.

Cons: Contact and lead management could be slightly improved. Unmerging leads is not possible from what I can understand so be careful not to merge the wrong leads. Also if your working specific verticals, it's nice to be able to port a contact from one lead to another should they have switched companies but that's not a possibility either.

Overall: For an early stage company I think Close.io has everything you'll possibly need. The higher tier plans also let you forgo a phone system in your office to make it even more cost effective.

Overall the system is very easy to use and the visual layout of the platform is very nice. And really most of the basic things you'd need out of a CRM are all there.

My only qualm with this system is that there are minor annoyances like not being able to unmerge leads in the event you accidentally might have done so. And overall contact management could be slightly improved but it's not enough to ruin the experience in my opinion.

Vendor Response

by Elastic on November 10, 2016

Thanks, Dean, we're happy that our inside sales CRM is serving you well! We've passed your feedback on to the product team.

Rigid structure means only certain sales processes fit (adaptations to all processes are necessary to use effectively)

Sep 28, 2016
4/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed. It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation. Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else.

Pros: - Easy to get started - Easy to import leads - Easy to keep track of how everyone at your organization is interacting with the client - Pretty simple, but effective reporting

Cons: - Expensive - Low quality call audio - Low customization - Rigid sales structure set-up

Recommendations to other buyers: This has to make sense for your sales process and the way you wish to manage your sales team. After you begin setting up, you'll be able to tell pretty quickly if this is (a) a short term solution, (b) an interim solution, or (c) not an appropriate solution for your process.

A modern sales platform optimized for outreach

Mar 09, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: While Close.io is a CRM by definition, I consider it more of a sales platform. I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers. With built-in call and email integration, Close.io is designed for salesperson outreach. It eliminates unnecessary data entry, and is the perfect companion for any sales team using the "Predictable Revenue" (A book by Aaron Ross) approach to sales. All activity (calls, emails, lead status changes) is automatically tracked, leaving the sales rep to just write contextual notes for each activity. The automatic tracking of activity leads sales managers to easily determine how much activity yields certain sales results. Those answers are the holy grail when it comes to building a scalable sales process.

Pros: - Built-in call and email integration. - Flexible and powerful API w/ great documentation. - Dynamic lead lists (called "Smart Views") powered through search. - Native Mac and WIndows apps. - Responsive support team. - Custom fields

Cons: - Costly for budget conscious teams. (But not less expensive than Salesforce and like platforms) - No native mobile apps yet. (Not recommended for outside sales teams)

Best CRM I've had the pleasure of using

Mar 10, 2015
5/5
Overall

Comments: 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.

Pros: The features that helped us the most: -real-time integration with gmail. We send and receive all our email through the app. Besides being more convenient it also keeps all correspondence logged in an easy to reference way. -recorded calls - all calls and voice-mails are automatically listed right along with notes and emails. This is incredibly useful with longer sales cycles. We are able to go back and actually hear what the customer said on the call two months ago. So much better than just notes, especially if there is every a disagreement. - Support is amazing. Always very responsive and timely and walked us through our limited implementation issues, (see below). Additionally, they are always improving the app, so about the time I suggest an option I'd like to see it is already slated to be rolled out.

Cons: Not really any cons to speak of, but we had a couple issues at first: - call quality was poor. This was due to trying to use a wireless connection and after switching everyone over to wired, it went away. So while not an app problem, something to consider if you or your team work remotely. -Some merging issues when pulling lead data from our web form. Again, this was not an app problem so much as a developer problem on our end, but it was a headache for a couple days none the less.

Close.io Review

Aug 07, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that you are able to track all forms of communication with a potential business. You can crack phone calls, notes, text messages all in the order that you had the conversation with your business. I also like that you are allowed to send text messages to business if they are hard to get a hold of via phone call.

Cons: I think that they could have better integration with other platforms. Our support team uses fresh desk and fresh chat as their source of emails and chats and with no integration it makes it hard for the support person to see the conversation that goes on between the sale person and the customer without having close.io open.

The future looks bright with Close.IO

Feb 12, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

Pros: Automation and their inbox is a huge pro. Their search feature is arguably the best anyone could ask for. We are still discovering search tricks. GREAT ROI! A great help page on the Close.IO site for finding suggestions and troubleshooting.

Cons: We did have a tough time with our firewall when first setting up Close.IO, so make sure to include your Network Admin in the conversation of switching to Close.IO early on in the process. Sometimes getting someone on the phone can be a challenge, but email and scheduling a call have never been a problem.

One of the best programs for sales

Apr 10, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The program is fairly simple to use, contains a comfortable design and a wonderful build. In general, the positive feedback from our sales team, as employees say, in fact, that CRM is easy to use and allows them to call and send letters by e-mail quite quickly and simply. We have absolute access to everything, in fact, what happens in the trading process, we are more likely to contact customers sooner than ever, and be able to get an absolute overview of the sent letters, the number of calls made and much more.

Cons: Typically, the software is good, and all tools work without problems. Installation of this product is fairly easy and fast. Customer service is working pretty well. So I do not see any problems with this program and it's good.

A must-have for sales

Mar 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: As a huge fan, I have nothing but great things to say.

Some of the biggest wins:

-Fast interface
-Robust and extremely powerful search tools
-Syncs with gmail (IMAP) perfectly.
-Ability to set custom SMTP servers for outbound email, while maintaining sync for inbound.
-Excellent support team
-Custom variables for leads. Allows sales team to get additional key insights
-Tasks manager and assignment

Cons: Only one feature that I can currently think of that I'd love to see and that's the ability to add custom fields to contacts within a lead.

Great for Team Alignment

Nov 02, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: 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.

Pros: Flexible - easily tweaked Not overkill

Cons: No mobile interface - nobody in our company sits at a desk and "does sales"... we are all on the road on jumping meeting to meeting, so it would have been awesome to have an app version or a more user friendly mobile version.

Has worked really well

Jan 27, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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).

Pros: Fast and easy to set up. Great customer service. Transparent costs.

Cons: Maybe I would like it to work better in mobile. But that's mainly for me and not for my sales team. But apart from that I can't fin any cons.

Great simple CRM that we actually use

May 10, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Close integrates all of our customer communication into one place to make it really easy to use. Because it integrates with calling and email, most communication gets automatically logged so there isn't that annoying extra step. And because we're already in it while interacting with customers, adding notes is natural. The result is a CRM system that is up to date and gets used.

Cons: I'd like prettier reporting. The reporting screen basically counts and filters to give a table of results. I would love to have this visualize pipelines and allow us to drill down on results in a more visual way.

Capterra-loader

Great solution for medium sales teams

Jun 14, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: We've used close.io for a few years for our sales team. It has nearly any feature that you'll need. It has incredibly good system for follow ups and sales tracking.

Cons: This is not really needed when you have just a couple of salespersons and price starting from per mo is really high.

One of the best CRMs

Jan 11, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: One of the best crms I have ever used

Pros: It pretty much has every feature built into it. Very simple to use and easy to look at. Very fast and boots quick

Cons: Dashboard could be a bit better but very easy to set it up for great lead generation Must download the application

Excellent - Would recommend to anyone building a sales team

Mar 09, 2015
5/5
Overall

Comments: 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.

Pros: History of interaction with customer, one touch communication, live help chat

Cons: Managing inbound emails and email templates

Close.io treated me well

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Super simple for making phone calls and sending emails. Easy workflows for inside sales reps, you can make a lot of calls quickly.

Cons: The reporting is pretty barebones, but I know that's something they've been bulking up over time.

No Fluff

Jun 06, 2016
5/5
Overall
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Comments: If you don't have a super complicated sales cycle this is perfect. Great out of the box solution for any start up and small business. This is versatile enough to rock for SaaS start ups just starting out looking for customer feedback and product market fit or easily scaled to manage a small powerful team to start scaling.

Pros: Easy to use, easy to build "smart views" (no complicated list building) to knock out activities in batches so you can be hyper efficient. You don't have to overthink the perfect stack of SaaS Sales empowerment tools and can move forward with call recordings, cadences, and pre built reporting.

Cons: Guard rails prevent you from connecting it to any platform. (Salesforce works with everything but costly to learn and run but does let you customize). Not a con unless you are hyper advanced and are looking to control everything.

Boost the number of closed deals

May 12, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This CRM system contains everything that you need for the successful dealing with the leads, write comments, add all the information to the certain client. However, there is also the feature which realized not in every CRM and I am talking about reporting system. It does exist in some other CRM¿s but as an addition, they are not paying as much attention to this function as needed unlike Closeio, their reporting really gives you all the important information regarding deals, calls and other important things in sales.

Cons: I personally would like to see the longer trial period of using the platform, a month would be enough to see and test everything that I needed instead of two weeks that they suggest, because of lacking knowledge about the system it was a risk to purchase it, however, eventually I was satisfied.

Close.io is a common sense simplistic software platform that streamlines my entire day.

May 09, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that I can make phone calls out of Close.io using my contact information for any given prospect. It integrates with my email system and captures all my outbound and inbound email traffic and keeps a record of it. The UI is also simple and the sales workflow is better streamlined then saleforce.com in my opinion. I wasn't a fan in the beginning, but after about 2 weeks I loved it's functionality and ease of use.

Cons: It took me a while to get adjusted to their process methodology and in the beginning found it cumbersome and clunky.

Overall: 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.

Capterra-loader

A modern and functional touch to CRM

Jun 17, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Coming from Salesforce and other CRM services, Close.io shines a much needed light for our sales team. They follow industry standards and have every feature that I've been used to having. I incredibly appreciate the ability to call and track phone calls directly from the app.

Cons: The desktop app is where it's all at, but I would appreciate a more fine-tuned web and mobile app considering what we pay and what other services offer.

Awesome product with a great search centric approach

May 20, 2015
4/5
Overall

Comments: 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.

Pros: - Easy to create customised lead views and send personalised bulk emails - Stripped down feature set, only contains what's necessary - Extremely easy to get started, no advanced setup necessary - Great support and response time from the team at close.io

Cons: - I lack the ability to track meetings, it's the only part of the sales funnel that I can't follow up on - I lack the ability to mark notifications as unread

Close.io is absolutely awesome to manage your fund raising

Mar 08, 2015
5/5
Overall

Comments: We use Close.io to manage our fund raising and we absolutely love it! It's been amazing to manage our database of investors, track our communication with potential investors, and classify each of them based on the opportunity and likelihood we will get the investment from them. It's much easier to track who responded and when to do the follow-up. Close.io is very user-friendly, and very intuitive. We love that it adds all past emails with the investors! It has been so easy to share the emails with my co-founder. We will definitely use it to manage our customers when we are ready to start selling.

Pros: - It's easy to use. - It can easily search for past emails and share the status with other members because it integrates all the emails and calls with the leads to the platform. - It allows to add tasks and set up alarms. - Great tool to organize the database, rank potential customers/investors, and size the opportunities.

Cons: - I would suggest the users to use a isolated microphone because some times we have eco in the calls.

Will you marry me?

Apr 02, 2015
5/5
Overall

Comments: I LOVE this solution. It's extremely flexible which is crucial for our company of 80. With our HQ in Europe, and a sales team poised to expand rapidly worldwide, we needed the ability to "speak" to each other by having access to all leads in the system and their history. Right now we are piloting Close.io here in the U.S. with a couple of sales people also trying it in Europe. We integrated our incoming leads from our system into close.io via Zapier and all communication via Gmail. It was a snap! Also, the support team can CC or BCC close.io on crucial matters via the ticket system and sales can now see all important transactions in one place. Just in a few short months Sales productivity has changed dramatically, and basically, I'm a happier person, which is good for everyone!

Pros: Easy to use interface. Nice upgrade with the html in the email function! Integration with the phone is great!

Cons: Fix the Tasks function to be more user friendly. allow us the hide the custom fields so we don't need to scroll through them all when assigning data.

Increases the chance of closing a deal

Mar 23, 2015
5/5
Overall

Comments: My team and I began using Close.io to close deals via the calling & Email features they have implemented into the software. We imported our leads very easily, and managed to start closing deals with potential clients. Close.io is a unique product that allows you to manage multiple streams that increases the chance of closing a deal.

Pros: Calling feature, Tracked emails, Work with multiple team members on closing deals. Biggest feature is the app you can download via the app store or from the close.io website, makes things super easy to manage. The Smart views and sorting filters are very useful in managing multiple leads. The support team is incredible! I've never experienced such support with any other company.

Cons: Only issue I ran into is when grouping leads under a specific category which has to be done manually in the spreadsheets, but I spoke with the support team and gave me step by step to resolve this issue.

Awesome Integration of VOIP, Autodialers, and Voice Drop

Aug 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I've evaluated a lot of CRM's and Close.io is one of my absolute favorites. If you need to make a lot of calls their dialer and integrated telephony features are some of the best available.

Cons: Pretty Expensive especially if you already have another VOIP provider. Unless something has changed recently you miss out on a lot of standard VOIP features like a virtual attendant. Press 1 for Sales, Press 2 for Marketing, etc.

You would be insane not to give it a free trial

Mar 24, 2014
5/5
Overall

Comments: 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.

Pros: Automated tracking, in-app calling, in-app email, bulk email, filtering, reporting, real-time dashboard.

Cons: Higher cost per seat than some others (but obviously well worth it for me, and most others).

Dare I say It's Fun?

Dec 08, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The search bar makes finding ANYTHING very quick and easy. Also, the ability to see emails between colleagues and leads/customers. It's a great tool for support teams.

Cons: I love the organization of Close.io, but there are so many possibilities to keep track of, it can be overwhelming.

Overall: If you're organized and you'd like to pass that along to other coworkers, this is a great piece of software. It's easy to add fields for customers and leads, keeping pertinent information accessible for all entries. That information is easily trackable, with a great search tool that will find absolutely any query by searching across all entries.

Recommendations to other buyers: Smart Views make sorting quite easy; customize 'em and use 'em!

Vendor Response

by Elastic on December 09, 2016

Thanks a lot for the great review, Daniel. We're glad your team is getting so much value out of our sales app. If you ever want a complimentary consultation by our success team, please let us know. They can help you find the best setup for your team :)

Great CRM for smaller businesses

Jun 30, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison. The platform is also a lot simpler to use than other popular CRMs like SalesForce and Dynamics.

Cons: There isn't much to dislike about the platform. There could be some additional features to make activities simpler but that's not really anything against the platform, in my opinion.

Simple, intuitive, effective

Mar 02, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
3 / 5
Value for Money

Comments: As a pre-revenue startup with a strong relationship-based sales focus, we opted for Close over competitors. The reason being, Close presents a very simple and easy to use interface at the landing page on their website. Having used complex CRM systems that don't integrate with phone/email/web, Close is refreshing in it's speed, integration and intuitive user interface. Additionally, the pricing is reasonable compared to overpriced competitors. I recommend Close over other CRMs, because it is simple, easy to use and addresses what sales personnel need to manage quickly and effectively without taking undue time from their primary roles.

Pros: Price, customer support, intuitive user interface and simplicity of use, most effective CRM system I have seen that doesn't drain sales-personnel time.

Cons: Voice of customers could be a future feature; price is still expensive for pre-revenue and lean startups.

"They're just so...good!"

Sep 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been shopping for a CRM for far too long. Then Kevin and Close.io got our attention. We have had nothing but above and beyond conversations that can only be described as authentic. I typically can't stand the sales process, but something about the honesty took the sting out of the experience. When you hang up the phone after a call and collectively agree, "They're just so...good," it's a great feeling. The product itself is loaded with the features our business needs as we grow. We're looking forward to finding out just how accurate their tagline is...If we, in fact, close more deals and make more sales, we all win. With the powerful features at our fingertips, and so many great integrations, we think our sales team will see great results.

Pros: Excellent support Concise Call Logging Smooth UI/UX Flexible pricing Integrations

Cons: So far, the only hiccup has been importing/exporting from our existing CRM (using Import2).

Close.io makes it so much easier to manage leads!

Oct 15, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Close.io has made it so much easier to manage our leads! The smart bulk email templates have been especially useful; they allow sending cold emails to be efficient, but still personal. Customer service has also been really great; within just a few days of starting the free trial I was directly contacted by one of their team members who was happy to answer any questions. The automatic email integration is fantastic; it syncs instantly with my Gmail account so it is easy to switch back-and-forth without missing any information. Great product all around!

Pros: - Automatic email integration - Advanced lead search - Ability to set 'status' on leads - Awesome and personal customer service - Startup discount - Bulk email templates

Cons: - Wish you could select, specific individual leads for bulk email and bulk editing (instead of generating lists from a common status or other label)

A tool for fueling sales

Mar 23, 2015
5/5
Overall

Comments: 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.

Pros: User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful. The CEO truly cares for his clients, even taking a little time to give free consultation to help educate in sales.

Cons: Only thing is when you select back to get back to the main list of contacts, it takes you to the top every time and not where you left off in the list. Probably user driven and not the software.

Easily the best CRM we've tried out

Nov 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Close.io is basically a hub for everything you'd need to nurture and close sales. It has built-in calling, SMS and voicemail drop from a unique phone number, all tracked alongside emails and notes. The interface where you track leads is easy to understand and train salespeople on.

Cons: The mobile app is glitchy. I would love to be able to upload new contacts/leads from a business card photo, but I haven't had any luck so far. Hopefully this will be resolved before too long. The desktop interface is amazing though.

Best Sales Productivity App

Mar 17, 2015
5/5
Overall

Comments: We were looking for a CRM that could be adopted easily by our sales team, and that could improve the productivity and flow of our reps. When we landed on Close.io we knew we had found the right piece of software. I would defy anyone out there to find a more user-friendly CRM. It's dead simple to understand and incredibly intuitive. And they've included all of the features you need to get going fast: from their famous Search Bar to call recording.

Pros: 1) The ability to draw up call lists in 30 seconds using Close.io's search bar is brilliant. 2) There's no feature creep or anything that can obstruct you from doing what you need to do during your day of sales activities. Their design and UI is just clean and welcoming.

Cons: The only thing I might want more of, is more details analytics so we could go deeper as it pertains to metrics.

Best CRM for salespeople ever...

May 15, 2015
5/5
Overall

Comments: I've worked with CRMs since the 80s and Close.io is the best one by far. I'm speaking from the perspective of managing sales teams on it, as well as cold calling myself. A HUGE IMPROVEMENT over many of the current market leaders and older, legacy systems.

Pros: Intuitive Easy to use Immediately operational Scalable from a lone wolf to any size team of salespeople Ideal for startups and any companies seeking to powerfully focus their energy on closing more sales... everything you need is there to close, close, close Great customer support, fantastic response time and a broad array of resources from the company at every level

Cons: I didn't have the option to use Close.io decades ago... we would have crushed a mountain of sales with monotonous regularity

Fantastic and helpful

Apr 21, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: My partner and I had just started a business in January, and we were in need of some assistance for a CRM that worked in a multitude of ways for sales and prospecting. I signed up for the free trial and have loved the program ever since. It is aesthetically pleasing and very functional. I mainly use it for emailing, but it's great to track notes, calls, and tons of other information as well! Close.io has a search function that is customizable to nth degree. It makes searching for any kind of leads you want very easy.

Pros: I am very pleased with more than just the program itself. I am very pleased with the interest taken from Close.io employees/members itself. I was sent emails asking how things were going to make sure that everything was going smoothly on my end. Having that kind of interest in their product and their customers who are using the product is one of the big reasons I ultimately decided to go with Close.io instead of searching or trying another sales CRM.

We're Fans of Close.io

Mar 11, 2015
5/5
Overall

Comments: We're Fanout.io, an agile startup in the realtime API-first business. We're Fans of Close because: 1) No learning curve. 2) Great support. 3) Fits our fast pace. "It just works" We use it for all customer contact from Prospecting to Closing to support. Plus we use it to sync our internal communication with influencers, partners, advisors, and investors.

Pros: We love the sorting options. They're easy. This really helps because of all types of outside contacts we have. It's so easy to have a team meeting, get everyone on the same page without any prep or building dashboards etc. I've never had a collaboration tool that feels 'so right'.

Cons: We hope to work with Close.io to add more realtime features, such as Chat and push notifications. Happy to hear other ideas.

Close.io Rocks

Apr 28, 2015
5/5
Overall

Comments: Close.io has been a major improvement over our last CRM tool (Salesforce). Our reps are happier because there's less work on their end and management is happier because all key metrics are captured within. It's also a lot easier to find, assign and manage opportunities. The interface is clean and compelling with all the key information at hand. We're big fans.

Pros: Simplicity Interface Designed to mimic work flow Search flexibility and functionality Reporting Less training/happy reps

Cons: There are features and functionality we'd like to see as Close.io add over time (note they're good about listening to requests). Examples include better managing duplication, parent/grandparent relationships (visual and drop-down) and an area for notes within individual contacts.

Easy, modern-looking and powerful

Mar 31, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Close has made it super simple for me to handle all my daily tasks. It allows me to essentially do everything I need to do on the platform without leaving. I really like how easy this software is to use and that it is cloud-based. You do download an app to your desktop, but that just syncs up with the cloud. Now it has become much easier to see communications with all of our clients. Multiple employees can communicate with multiple clients and it makes it so much easier to hold each other accountable when all communication is out in the interface.

Cons: I wish there was a better system for sorting leads. I would prefer to have subsections rather than single categories. I also think that UI is a bit plain and reporting is not very good unless you pay for the highest priced plan.

Close.io simple, easy to use & saves tons of time

Jul 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I've used a few CRM programs and Close.io is amazing in how simple and easy it is to use. Time is everything and this program saves you tons of time with access to everything in a few clicks.

Pros: The calling within the app is very slick and saves you a ton of time dialing. The recording of calls made, emails & notes all in one place allows you to see where your stand with your client in one view I look forward to testing out their new 'Inbox' feature

Cons: No iOS app for mobile. So if you are on the road a lot, this may not be the best fit.

Easy to use

Jun 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have started using Close.io recently and I am very glad I chose it. It is easy to use, you can track your progress with your leads as all information is on one place. I love the inbox part, where only emails or tasks that you haven't solved are in front of you and you simply cannot miss them. You can put a task in your calendar to do a certain thing at some point in the future and it pops at that time as a reminder. You can prepare different templates and just apply the suitable one. It was never this easy to send an email. Calls are great addition. You don't need to pick up the phone and dial, just press one button and you are already on the line. And all that is going on inside your chosen lead. That is great plus!

Pros: -easy to use - all information on one place - easy to follow your progress with your leads -set your templates and make your email campaign easier -call right from the program -support team is there to answer all your questions

Cons: I haven't found them yet :)

Best sales-focused CRM for medium/small businesses

Jan 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great product with great support! Close.IO deeply understands the pains of a sales team and helps you achieve more by making your whole team and management more productive.

Pros: - Great product-market fit, it does solve a problem and increase productivity - You can have access to all emails exchanged with a lead without even being in copy - never again you're going to lose the historic data/communication with your leads - Fast and very customizable reports allows management to quickly get to the numbers and insights that matters the most - Smart views is very helpful - what a smart feature

Cons: Could do a little bit better on managing tasks/to-dos of the sales team

Best CRM for Startups

Mar 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've used Salesforce, Highrise, Pipedrive, and Close.io, and Close.io is by far the best CRM for startups. It allows you to focus on actual selling rather than data entry, by syncing with Google Apps in an intelligent fashion.

Pros: Excellent support, great founders, great desktop app for Mac, and very easy to use plus onboard team members with.

Cons: No mobile app for iPhone.

Communication made efficient

Mar 22, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: After testing other CRMs, I was blown away by Close.io's clean, easy-to-use interface, communication tracking, and detailed reporting features. For a business that works with and analyzes data, the reporting features are by far, my favorite feature. Tracking communication with Close.io has made what was a very time-consuming process extremely efficient.

Pros: ¿ Email tracking ¿ Clean, easy-to-use interface ¿ Detailed reporting with download to Excel or PNG option

Cons: No real cons that I have seen! Things that I am hoping for in the future: automatic de-duping of contacts based on email and the ability to stop a bulk email mid-send (I'm sure there's a way, but I would appreciate an "Easy" button!).

Great Software!

Nov 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Before close.io I was keeping track of all my customers with excel and pages. Now I have notes and history of all the customers including call logs, durations, and interests levels. This helps me give them the one-on-one feeling they want. The reminders and events that I set to help me contact clients at appropriate times that really helps me grow my business.

Pros: Easy to use, fast, customizable. Was able to import all my customers with a few clicks.

Cons: The only negative thing I have to say is that close.io does not work really well with HTML emails. That being said, I don't think that is a common feature in CRM's so I'm not 100% sure if I can call it a negative. Other then that, the software is great.

This company is going places

Apr 21, 2015
5/5
Overall

Comments: I gotta say Steli, his team, and product are world class. From day 1, any issues I've had with the platform, the support team jumps into action mode. Just the other day I had one of our reps delete an ENTIRE field on accident and one of their engineers fixed the issue in less than 30 mins. That's pure dedication. If you're in sales and are looking for a plug and play CRM, look no further - Close.io FTW!

Pros: The whole platform is pretty slick. It's got all the features you're gonna need to track deal flow.

Cons: I dont have anything negative to say about close.io except that the filteration of the leads could be done a little better. I'm sure the engineers are working around the clock for smarter features though.

Best option out there

Nov 15, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I've used Close.io at both of my companies for very different purposes. It's fantastic how it tracks everything for you, it includes really powerful searching, and has some really nice features like reminders and an inbox of tasks. There are a handful of things that don't work quite as well as they could, especially around reporting, but it's updated regularly and just keeps getting better.

Close.io really helps to keep track of your deals.

Dec 13, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've compared two Sales CRM, SalesforceIQ and Close.io. Although salesforceiq makes it really easy to create opportunities I find it much easier to follow up on opportunities within close.io. Overall for the long run close.io

Pros: Sending emails from within the close.io app is easy, following up on opportunities is also easy. I my mind these are the most important tasks in a salesman day to day job. Information flow it ordered nicely within the opportunity. Overall great experience.

Cons: I find the flexibility of customization a bit lacking. Would like to separate leads from accounts. And have a more visual view of opportunities funnel.

CRM for startups

Apr 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: i love being able to send emails directly from the crm. it's not just sync, but a full integration. it also has all the modern functionality you would expect from an email system - right in your crm!

Cons: my concern is how well this tool scales because of its relative lack of discreteness. it would be difficult for manage a sales team utilizing this technology

Finally a CRM meets all my requirements

Oct 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: Close.io is solving all of my issues. Being in contact with an increasing amount of costumers, it gives me an overview about all my communication, and more importantly, about the communication that needs to be done. Moreover, it enables me to work from wherever I want to: A reliable internet connection is everything I need.

Pros: - Good overview on communication history - All virtual communication can be done from the app itself - Worldwide calling included - Impressive way of selecting the leads that need to be contacted next

Cons: - High price - Full text search still has a hugh potential that is not being used right now

Amazing product

Apr 16, 2015
5/5
Overall

Comments: We explored several CRMs and this one offered exactly the tools that really mattered to us. Other CRMs had more features but none that were essential to our business. In our case, all those bells and whistles within other CRMs made the experience complicated and unpleasant. Close.io's email integration, bulk emailing, integrated calling and powerful search capabilities allows us to maximize our sales efforts and keep better track of our potential and existing clients.

Pros: Great customer service and uncomplicated CRM with features that truly make an impact to every day sales performance.

Cons: A little pricey compared to other solutions in the market.

Great App and supper intuitive

Nov 09, 2015
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support
5 / 5
Value for Money

Comments: When we were starting Angeloop.co, we were looking for a CRM platform that would help us track our investors as we bring them through our funding funnel. We tried several other CRM's and found ourselves more involved with programming the CRM rather then spending the time to find investors and close.io them (little founder humor). When I heard that Zenefits started out with Close.io, I knew that I had to give them a try. Once I did, I fell in love with how easy and responsive they made their CRM. Also, they are purely client (revenue) funded, which tells me that they are very confident about their product.

Pros: You don't have to be a a rocket scientist to know how to use Close.io, unlike other CRM's, i.e. SalesForce.

Cons: Inserting images into emails requires that the image is hosted online, otherwise, you can cope and paste an image from another program.

Best user interface tool for sales executives

May 17, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Great Value for money.

Pros: The lead integration is seamless. Its extremely easy to use even by a traditional sales executive and also has a great customer support.

Cons: A separate contacts section can be built for qualified lead seggregation and dashboard can be made more visually easy to understand.

Increased Efficiency

Nov 15, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I never liked doing calls/emails because I hated the amount of time I spent logging my activities. Ever since Close, I don't mind doing sales anymore.

Pros: Ease of use, smart workflow and design

Cons: Not available on smartphones

Close.io Rocks !

Apr 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've used others CRM and I'm really happy to have switched to close.io. Close.io is the best CRM for a SAAS company like ours! It is easy to use, well designed and precisely tailored to our needs. Awesome product !

Pros: Created by a team that produce amazing content Simple and efficient design Nice feature to create smart views Good integration with emails VOIP phone call in one click !

Cons: Contact integration with exchange would be nice. (No need for a native mobile app but managing contacts in 2 places is an issue).

Precisely what we were looking for

Nov 03, 2015
5/5
Overall

Comments: Our business sits somewhere in between B2B and B2C and we needed a sales platform to reflect this. We didn't want a product suitable for engaging tens of thousands of small-ticket users; but at the same time, we are managing several hundred relationships. Our processes revolve around relationship management and email; and Close.io solves our challenges wonderfully. Simple and easy to use, with some sensational features (in-build bulk email, recoding contacts, searching, automatic logging)

Pros: The automation of recoding activity is the best thing about this product - it is all about reducing time and reducing clicks.

Cons: There are a few feature still missing - like adding a task not attached to a contact and also the recoding of customer support conversations (e.g. through a Live Chat App)

The best affordable CRM application on the market !

Jun 15, 2015
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: I have been testing plenty of CRM applications in the last 4-5 months. Some of them were overkill for my business, loaded with plenty of tools i¿d never use. Others were extremely cumbersome and for some of them I had more work entering data into the CRM application and keeping it up to date (by copying, pasting, retyping etc). But this one rocks! Close.io is an extremely intuitive application. Everthing works the way it should, without any hassle, no problems, no retyping data etc. Without frustration. For me, it¿s been a great help to get things done easier, faster smarter. Stop looking for a better solution than this one. Just try the trail version and see for yourself how intuitive it is. Don¿t make the same mistake I did¿ searching and trying software which in the end doens¿t fulfill yours needs. This one will. Good luck!

Simple & powerful

Mar 20, 2015
5/5
Overall

Comments: We tried countless SaaS CRM tools, and most are stuck in the old ways of doing lots of data entry or remembering to BCC on every email you send. Close.io is great because it lets sales people focus on leads and opportunities with _minimal_ workflow interruption.

Pros: - Integrated email - Integrated calling - Simple, powerful list building - Easy API for integrations - Zapier integration

Cons: - Needs a mobile app - Should be able to make/receive calls on the mobile app - Wish more 3rd party tools integrated directly with Close.io

Power behind it's simplicity

Jun 15, 2016
5/5
Overall

Comments: Close.io it's so simple and easy to learn that there is where the power is. If you have some sense of what your sales funnels is then just load up your leads, create lead statuses for each step of your funnel and make sure they're set as your smart views and BAM! you're ready to take on the world.

Pros: It just does what is supposed too.

Cons: Price (but is because my A$$ is broke, but I can't see price being an issue at all once I can fully afford it.) Shut, I like it so much that I rather skip a meal that not use it haha,

Simple, Powerful, Effective

Mar 30, 2015
5/5
Overall

Comments: Close.io Review: Startups, like us at Board Director, need pinpoint accuracy with its email marketing campaign. Following Steli's advice, we implemented our email campaign using Close.io with amazing success. It allowed us to properly manage our list with its simple, straightforward tools - no fluff! I highly recommend.

Pros: Get things done simply and powerfully with no useless nonsense that gets in the way of productivity. The tracking, templates, and sorting are awesomely effective. I am a big fan.

Cons: Haven't found any yet.

Exactly what we needed...following up.

Apr 02, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We are a small Saas team, selling in the education sector. We (sales team of 1) are in touch with thousands of potential customers. From cold leads to re-signing customers. Close allows us to contact cold leads in bulk, move them through our sales funnel and most importantly they MAKE US FOLLOW UP! Following up has had a huge effect on our business. Data entry is greatly reduced, integrations are great. Highly recommended

Pros: Reduced data entry Forces you to follow up Great customer support Design to have everything you need....and nothing you don't (Easy to use)

Cons: It costs money. By no means overpriced. I tired lots of CRMs, from free to $$$. Close was the right fit for us, and worth every cent.

Great usability and comprehensive feature set

Mar 17, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Value for Money

Comments: To us, Close.io provides exactly the right amount of features and customizability without being to complex. The Desktop App is very usable and responsive, which makes a big difference for sales agents who navigate the App 80% of their workdays.

Pros: Close.io Workflows built from smart views are a super powerful tool to structure and automate the sales process without losing control and getting swamped with tasks.

Cons: Bulk emailing unfortunately not part of the basic plan.

Happy Customer

Jun 05, 2015
5/5
Overall

Comments: The product is useful to manage and contact leads in high volume. Customer service is exceptional. Would recommend to other organizations if you're looking to quickly set up and contact your prospects.

Pros: Easy to upload contacts Customer lead segmentation filter unlike anything I've seen. In app phone and email system to easily contact and manage customers from one spot.

Cons: No Dedup when uploading contacts Not optimized for mobile or tablet

Great App

Aug 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Close IO is awesome. It allows us to track and measure all the important KPIs of our sales team. We currently have teams in 2 countries and it allows us to see what is working and what isn't in order to improve our sales in an iterative, data driven way.

Pros: Very easy to use, allows for unlimeted inbound and outbound calls. Tracks everything without the need of data input.

Cons: A bit expensive, specially for startups (although they do provide startup discounts)

Ideal for direct email marketing

Dec 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: When I was doing direct email marketing, close.io made it so easy to feed in a ton of contacts, automate sending out personalized emails, then track who responded, who didn't, and keep moving people down the funnel. If you're doing email marketing, you need a tool like this just to manage everything you've got going on, and so that you can track follow up with people and really close more deals. Everyone I dealt with at the company was great too, and even the founder is reachable.

Easy integration and superb service

Apr 08, 2015
5/5
Overall

Comments: We use close.io for our customer facing sales processes, started out with two sales agents and now scaled up to more than 40 while constantly adding features around close.io using their API. Close.io was easy to integrate into our processes for it is simple enough and yet let's you configure/adapt just as much as it makes sense in an early startup phase.

Pros: Very friendly and fast support team, good API, intuitive interface

Cons: Calling functionality is quite pricey in the long run

Simple yet advanced CRM

Apr 16, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Close.io is super easy to use while being packed full of advanced features. This makes it easy for sales reps to just get in and do what they need to do without stumbling over things they don't need.

Cons: Would be nice if Close.io integrated with more marketing automation platforms so that it was easier to send relevant leads into the platform.

Best CRM I've Ever Used

May 05, 2015
5/5
Overall

Comments: After using Close for two unrelated startups of different sizes and markets, it has come to be my absolute favorite CRM out there because of how flexible, easy to use, powerful, and reliable it really is.

Pros: The Mac platform is incredibly well done and easy to use. Uploading leads is easy and flexible. Lead configuration is dynamic but not overwhelming. Generous trial period.

Cons: No iOS app has been released yet.

Great tool

Mar 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: If you're dealing with a bunch of lead data and need an easy way to manage those leads, this should be your tool! Highly recommend it. I particularly like the easy and quick filter + export.

Pros: Very helpful and powerful

Cons: requires learning curver

Superb

Apr 01, 2015
5/5
Overall

Comments: Close.io is fast become a valuable member of our team! We've deeply integrated the tool into our workflow and technology.

Pros: The workflow fits neatly around our sales process, which evolves rapidly. We love the automated tracking and API, which means we auto-create most of our leads and don't need to update them.

Cons: No mobile app - I'd love to manage/track our pipeline on the go.

Delivered immediate value

May 26, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Within 2 days of using Cloze it had delivered a ton of value¿recommending I reach out to a friend I hadn't spoken to in 4 weeks, reminding me to call a client because I'd committed to them in an email (but never scheduled the call), and autofilling all the most painful parts of a CRM: your contacts and orgs. Awesome product

Cons: The UX/design of the website is starting to get a little annoying. They need to improve how info is displayed to make it less cluttered.

Thank you Close.io!

Oct 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Close.io was exactly what we needed right when we needed it. We strive to hit 80 outbound dials every day (per salesperson) and we are able to do that with close.io. With that type of call volume we must also be able to keep up with opportunities, emails, etc. and close.io is definitely up to the task. Support is by far the best I've seen and I've thrown some complex stuff at them.

Pros: Very solid. Meets all of our startup needs and handles all aspects of a company trying to achieve a high call volume.

Cons: None that I can think of. Sometimes the reporting is a bit off, but the support folks quickly handle any issues.

Lightweight but powerful

Apr 15, 2015
4/5
Overall

Comments: Close.io is lightweight but powerful. The customized fields and search features create a robust filter that is essential for quick organization. The tool Integrates really well with Gmail and a plethora of other day-day applications. Close.io helps me stay organized so I can focus on maintaining and building relationships with my clients.

Pros: Amazing customer support!

Cons: Mobile App is not released yet...

Mar 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Close.io Review

Mar 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We started with a free trial (2 weeks) and recently upgraded to the professional edition. Most important to us was that we have a flexible CRM with a lot of Search Combinations where we can enter the different stages of our clients. Close.io is made for sales teams and their customer support is very responsive too.

Pros: - Good Customer Support - API - Fast Interface - Lots of Sarch Option and Automatic Data Entry - VOIP Phone integration

Cons: - No Mobile App yet - Automatic Removal of Duplicates on Entry could be easier. (They are working on an improvement here)

Great CRM that is growing

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Close.io has been great to work with. They have some really solid features and are coming out with more all the time. There would be a few things I would change, but it is simply preference. Very responsive when it comes to supporting and they shoot you straight with whatever might be going on. If you don't have the budget for SalesForce, this is a great alternative.

Best sales tool ever

Mar 04, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been searching for ever for a tool that can do what close.io does.
I found the app surprisingly easy to use. The setup is a breeze , importing more than 6000 leads, tasks and opportunities in minutes. The phone integration priceless and extremely convenient. I'll be honest I thought that the pitch was to good to be true, but as it stand right now is as good if not better.

Well Done!

Great CRM

Mar 14, 2015
5/5
Overall

Comments: I¿ve tried many CRMs. There are those that have all the features you want and more, but when you use them¿ it just slows you down. Then there¿s Close.io - it lacked some functions I thought I needed, but it satisfied expectations I didn¿t know I have. It¿s a completely different experience from any other sales software I¿ve ever used, and I can¿t imagine going back to other systems.

Great App

May 06, 2015
5/5
Overall

Comments: Love it. This app allows our team to be very productive with cold prospecting. It also makes it very easy for the team to follow our system.

Pros: Search is great. Smart views are great.

Cons: I would like it to track undelivered mail and automated responses. If we don't track this manually, our stats are off. No real negatives though :)

Best modern CRM for startups

Jun 23, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We've tried several different CRMs for our startup and ultimately chose close.io. In our experience, it is the best, modern CRM product on the market for inside sales teams.

Pros: - Simplicity of the conceptual model (relationship between leads, opportunities, contacts) - Powerful, very flexible search - Great API along with good documentation - High quality & performance (other CRMs we've tried are buggy and slow) - Has built in calling capabilities

Cons: - No mobile app, so updating leads when on the go is not easy

Best sales platform I've ever used

Feb 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I used to represent one of the top sales platforms available. This is better. This is so much better than by a minute and a half into their intro video I knew that I would buy. They solve every pain I was experiencing with tools before them.

Pros: Integrated Voip, integrated email, automated reminders...basically every cool feature I didn't even realize I wanted, they've got it.

Cons: Need some better integrations with email marketing platforms. The best option for non-gmail users is DripEmails.com and they're not very intuitive.

Amazing tool for Outbound Sales

May 30, 2015
5/5
Overall

Comments: I love the integration of e-mail and phone, as well as the great e-mail templates. Close.io has made it much easier to send out customer mails after phone calls. Looking forward to new features!

Pros: Speed IMAP integration

Cons: I would like to be able to select Callto: Links as an option in the mac app. It's only possible in the web app.

BEST CRM I have ever used.

Mar 11, 2015
5/5
Overall

Comments: Close.io has improved our workflow and helps us to never drop the ball on a lead. Their search queries are sales magic - we can quickly create lead lists for highly-targeted outreach campaigns. Prior to Close.io, this required days of sorting through our database. Now it¿s a couple of clicks. It¿s simply the best piece of sales software out there - hands down!

Close.io is a well designed app for sales funnels

Jul 11, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support
4 / 5
Value for Money

Comments: Great product. I'm going to use that for fundraising.

Pros: I like that you have a history of emails in the app and installation is very simple.

Cons: I would improve some interface for sending emails. As for now, images looks weak, so I had to delete logo of my company.

Everything I need for Sales

Mar 16, 2015
5/5
Overall

Comments: Close.io did a great job in reducing functionality to the max and combining the for me most relevant features in a intuitive dashboard. From lead management, sales cycle to contacting prospects as a team - it's all in it. Nothing more.

Pros: Directly initiate emails and calls from close.io, smart searches

Close has been a great CRM for us as we continue to grow our sales organization

Mar 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: As a young company still growing and developing our sales processes, we have loved using Close. The platform integrates well with email, is incredibly user-friendly, and has been thus far easy to train new salespeople with. Their team is also very responsive and helpful whenever we have questions!

Greatest sales tool out there

Sep 01, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: When we had the choice between Salesforce and Closeio, the latter was a no brainer after going through both trial periods. For us its the cleanest and slimmest sales tool that has all the functionality you need for a multi-country launch. Since we're very focussed on tech, the easy to use rest api with several wrappers for all major languages is also a big plus. Can only recommend.

Pros: - very clear user interface - voip calls, emails, notes all in one interface - easy yet powerful rest api

A great tool for Start-ups

Jan 18, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: We switched from one CRM to Close.io, well there is no doubt that close.io is far superior. It help us to get organised and keep track not only of our sales channels but as well on key individuals. So far we didn't see a tool that could match the usability and efficiency of Close.io And the customer service is great and super effective!

Pros: Very well organised Intuitive Easy to onboard and include team members

Cons: A mobile email tracker app, would be great

Love them. Like rails for sales

Mar 12, 2015
5/5
Overall

Comments: Close helped a lot because its general data model and reporting tool really helped us better understand how sales should work in our company. We're a bunch of hackers turned sellers, and it's helped us better understand how to view this stuff.

Close.io helps manage your customers, prospects, etc.

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: This is a great product to help you reach out and manage communication with the people you are working with.

One of the features they just barely added was SMS capability. This was a great addition!

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Getting Started

Nov 20, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We are just getting started using Close.io. The CRM tools and functionality for my business appear to meet the needs better than any other product we have reviewed! More to come after we use it for a while!

Great to use and for organization

Nov 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Have used for the last two years and love it! It has helped so much with the organization of our teams and making sure people are able to stay in touch with who they need to. Thanks!

Capterra-loader

The perfect CRM that I loved...

Mar 13, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It's so simple and intuitive - they didn't waste their time with fancy features which I love. It's the CRM I would use over and over again if I could

Cons: It's really good for when you reach the deal stage but there isn't enough functionality for prospecting which we needed.

Overall: It was super easy to use and got the job done.

Useful sales/customer relations efficiency tool

Feb 03, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
4 / 5
Value for Money

Comments: If you need to contact a lot of leads as efficiently as possible and help them get set up with demos, etc., this is a useful productivity tool. Integrated VOIP makes it easy to get through a list of new leads.

Pros: Can set up lists of people to call and click through them with one-click dialling.

Cons: Takes some thought and experimentation to set up useful filters.

Great CRM!

Apr 21, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
3 / 5
Value for Money

Comments: We used Close.io to help us with outbound B2B SaaS cold calling. It is an excellent tool for this. Very well designed and easy to use. I highly recommend it.

Pros: Pros: click to call, easy bulk mailing, great lead management.

Cons: Cons: a little price heavy compared to other CRM's but I think the value it provides compensates for this.