# Page 4 | Close Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - Is Close the right CRM solution for you? Explore 164 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/132667/Close-io/reviews

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Close

4.7 (164)

[View alternatives](https://www.capterra.com/p/132667/Close-io/alternatives/)

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Last updated April 14th, 2026

# Page 4 - Reviews of Close

## Showing most helpful reviews

Showing 76-100 of 164 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Rob H.  
  
Philanthropy  
Used the software for:

### "Best CRM for salespeople ever..."

May 15, 2015

5.0

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

Review Source

GG

Gabriel G.  
ceo  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Close requires little to no training, is built for speed and simplicity"

February 14, 2021

5.0

Predictive dialer for cold call. Smart Views. Taks management and team management way easier. All in one shop. Test it out you'll see. Also, SUPER CUSTOMER SUPPORT. Impressive value.

Pros

Close requires little to no training, is built for speed and simplicity. Integrate with everything.

Cons

2X my productivity and so my bottomline. That's all that matter.

Review Source

Fred S.  
  
Wireless  
Used the software for:

### "We're Fans of Close.io"

March 11, 2015

5.0

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.

Review Source

Matthew S.  
  
  
Used the software for: Less than 6 months

### "Fantastic and helpful"

April 21, 2016

5.0

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.

Review Source

Joe G.  
VP of Marketing & International Business Development  
Financial Services  
Used the software for: I used a free trial

### "The best CRM for small-team sales pros"

February 26, 2019

5.0

Close is very cool because setting up a personalized workflow & follow-up sequence got me focused on what I need to do next without wasting mental energy on figuring it all out anew every week.

Pros

I can search my database by notes I've made, or specific actions like calls on a certain date. And, then set up a workflow & follow-up sequence accordingly.

Cons

Setting up a personalized workflow & follow-up sequence takes a long time, but once it's done, it saves lots of time. The email marketing feature needs improvement.

Review Source

Joseph D.  
  
Marketing and Advertising  
Used the software for: 6-12 months

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

July 2, 2015

5.0

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.

Review Source

Jovana T.  
  
  
Used the software for: Less than 6 months

### "Easy to use"

June 3, 2016

5.0

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 :)

Review Source

Adam A.  
  
Internet  
Used the software for:

### "This company is going places"

April 21, 2015

5.0

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.

Review Source

Michael K.  
President  
Higher Education  
Used the software for: 1-2 years

### "Best option out there"

November 16, 2015

4.0

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.

Review Source

Desi A.  
Company Owner  
Government Administration  
Used the software for: Less than 6 months

### "Close.io in a nutshell."

February 2, 2019

4.0

Pros

The easy to use dashboard to navigate through the tools is fairly easy to use. The thing I like the most about the software is how easy it is to spot, an email, a phone call, and even the ability to do call listening sessions.

Cons

There just has to be a much better way to view information, it seems so cluttered. Yeah they have breaks and labels to separate data, but it is very eye tiring.

Review Source

CR

Chris R.  
marketer  
Education Management  
Used the software for: 6-12 months

### "The best CRM I've used"

February 28, 2019

5.0

Used it daily as a sales rep and it made managing everyone and seeing all communication simple and allowed me to spend less time tinkering and more time closing sales. It does a great job of getting out of the way so you can focus on what's important.

Pros

So uncomplicated and straightforward to use. CRMs can be a real pain, and this one is a joy.

Cons

Although it's packed with value, it's still pricey compared to competitors. However, if you can do it, I still recommend it.

Review Source

Alexander R.  
Co-Founder  
Airlines/Aviation  
Used the software for: I used a free trial

### "Simple, intuitive, effective"

March 2, 2016

5.0

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.

Review Source

VR

Verified Reviewer  
Partnerships Manager  
  
Used the software for: 6-12 months

### "CRM for startups"

April 11, 2018

5.0

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

Review Source

Roberto J.  
  
Staffing and Recruiting  
Used the software for:

### "Amazing product"

April 16, 2015

5.0

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.

Review Source

SL

Shaun L.  
Account Executive  
Legal Services  
Used the software for: 2+ years

### "One of the best CRMs"

January 11, 2018

5.0

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

Review Source

SH

Scott H.  
Founder  
Computer Software  
Used the software for: 1-2 years

### "Great Software for Outbounding "

February 7, 2023

4.0

Pros

\- Connected email - Sequences are easy to design on multiple channels - Very customizable and dynamic copy in sequences

Cons

\- Email inboxes get disconnected from gmail occasionally - Some customizations, which are nice, make it a little complicated

Alternatives considered

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Review Source

LM

László M.  
CEO  
Computer Software  
Used the software for: Less than 6 months

### "Great outreach tool for calling prospects"

October 24, 2019

5.0

Very easy to use tool for sales reps who do a lot of calls in a day.

Pros

Very easy to use with an intuitive interface. Easily create followup sequences and the best feature is the one-click calling SMS. It is just so easy to call ANY Country on your computer. With great audio quality.

Cons

The startup plan is fine, but if you want to use multiple phone numbers and call recording, it is only in the most expensive plan. Also, you cannot see which calls cost how much money, it is hard to track back your charges.

Alternatives considered

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

Reason for choosing Close

Built-in calling.

Review Source

RA

Robert A.  
Marketing  
  
Used the software for: 2+ years

### "Close.io treated me well"

November 7, 2017

5.0

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.

Review Source

VR

Verified Reviewer  
VP of Strategic Partnerships  
Computer Software  
Used the software for: Less than 6 months

### "Big fan of Close.io"

October 15, 2018

5.0

Happy with Close.io. We'll continue to use them.

Pros

Too many to list. During the trial our team already saw an ROI for the software. Very easy to use and great for keeping sales teams organized. The CEO has tons of great resources available.

Cons

Can't think off too many. An integrations marketplace would be great to see.

Review Source

VR

Verified Reviewer  
Director of Business Operations  
E-Learning  
Used the software for: 1-2 years

### "Increased Efficiency"

November 16, 2015

5.0

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

Review Source

CB

Chhavi B.  
Consultant  
Management Consulting  
Used the software for: 1-2 years

### "Best inside sales CRM out there!"

September 16, 2018

5.0

Pros

I like their all in one feature package - outreach can be done via call, sms, email. Each feature is beautifully designed. I also really like Smart Views

Cons

No cons really. It's a little more expensive than other CRMs out there - but I totally understand because the features they provide at this price point eliminates need for any other app in my sales workflow.

Review Source

Tony S.  
Founder & CEO  
  
Used the software for:

### "Simple & powerful"

March 20, 2015

5.0

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

Review Source

Michael B.  
  
Design  
Used the software for:

### "Simple, Powerful, Effective"

March 30, 2015

5.0

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.

Review Source

SS

Stephanie S.  
Customer Success Manager  
Real Estate  
Used the software for: 2+ years

### "Close"

May 19, 2022

4.0

This is a simple, easy to use platform that manages leads and calls, making it easy to monitor with call recording/listening, as well.

Pros

Easy to record calls as well as listen in on or join calls – can easily talk only to the customer service agent so the customer can't hear, as well. Calls are saved and appointments that are made/messages are easy to find and see.

Cons

There isn't a feature available (yet) to be able to schedule emails to go out, which would be helpful with appointment setting and lead management.

Review Source

Antoine C.  
Account Manager, Platform Solutions  
Marketing and Advertising  
Used the software for: I used a free trial

### "Best sales-focused CRM for medium/small businesses"

January 18, 2016

5.0

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

Review Source

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