# Page 2 | Close Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 --- Close 4.7 (164) [View alternatives](https://www.capterra.com/p/132667/Close-io/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Close ## Showing most helpful reviews Showing 26-50 of 164 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Charles J W. Account Manager Construction Used the software for: 2+ years ### "Great CRM solution allows you to track all your efforts in one place." August 8, 2023 4.0 Close bridges the connection gap between organizations and consumers. Using the call cadence function, we can develop a multi-touch marketing campaign that automates human-triggered emails, calls, and activities. Close has given new life to leads that were supposed to be dead, leads that you would not have pursued regularly in the past. I can set up automated follow-up emails and messages to practically stay in front of the consumer. As a result, it offers me a competitive advantage in closing business that I would not have completed otherwise owing to a lack of persistent follow-up and follow-through. Pros Easy setup, analytical and simple-to-understand dashboards, predictive dialer rocks, voicemail drops, call cadences, and email marketing tools are all available. I enjoy the Smart Views in Close function and the inbox tool, and I like the fluidity of the email follow-up. I feel so much better knowing that everything is in one place and that I can simply exchange information with my team; my customer service experience has also been excellent. Cons I don't like how Close retrieves my planned send emails before they send; if I modify the email I'm scheduling, Close logs all versions. I also believe filters take time to get used to, and I'm not always sure I'm filtering correctly. I wish there was a one-stop video that answered all of your questions or walked you through the intricacies of Close. Review Source AJ Abraham J. Sales Manager Information Technology and Services Used the software for: 1-2 years ### "The Best Features as a CRM Soluiton " February 19, 2024 5.0 Pros I like the sales forecasting features. In addition, with amazing CRM features and has handled email management features. The call recording features has worked really well. Cons I have nod had any bad experiences using Close Review Source VR Verified Reviewer President / CEO Information Technology and Services Used the software for: Less than 6 months ### "Highly Recommend It " March 31, 2016 5.0 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! Review Source Joshua F. Co-founder Used the software for: ### "It's like magic" March 17, 2015 4.0 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. Review Source VR Verified Reviewer Customer Success Internet Used the software for: 6-12 months ### "Good for contact and basic pipeline management, but lacks customization to enrich leads and deals" September 6, 2022 4.0 It does the jib for very basic pipeline management, but definitely not goos for reporting due to the lack of customization. Pros Their contact management module is very well built. Email and event tracking are efficient. Cons The app lacks field customization for extra lead/deal data for reports, I found their integrations really limited (you can connect with Zapier but still has some limitations). Your tasks do not have a specific section or dashboard and you can easily lose track of the daily pending tasks. Review Source VR Verified Reviewer Used the software for: Less than 6 months ### "Best CRM for managing relationships" April 24, 2016 4.0 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). Review Source Anna K. E-Learning Used the software for: I used a free trial ### "Close.io for therapists, tutors and coaches" October 14, 2015 5.0 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. Review Source SK Shadab K. Business Development Executive Computer Software Used the software for: 6-12 months ### "Best CRM tool for Startups" September 9, 2022 4.0 My overall experience was good with close, I like the simple minimalistic interface of close and how easy to use for our day-to-day marketing and sales tasks. If money is not the issue then it's a good CRM tool for everybody. Pros I have used close for more than 12 months and I can say that this is the best CRM for startups, I have used it mainly for sending email campaigns and lead management. it has a very simple interface and is easy to use. Previously we were using a different CRM where you are able to send mail only but not able to see those email responses, you will have to check your email for that but in Close CRM we can send mail and also see if we have any responses. Managing leads are also easy, either we can bulk import it as a CSV file or we can manually add it so it was very easy to manage the leads and contacts in close CRM. Cons Close is very expensive so it was very hard to pay for small startups. Lead management and email campaign were good but apart from that we have not used anything else so for us it was very expensive. Review Source VR Verified Reviewer Director of User Experience & Marketing Computer Software Used the software for: 2+ years ### "Most your organization will ask, "why aren't we using Salesforce?"" November 18, 2018 3.0 Skip it. Pros Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs? Built in VoIP is a nice feature, but do your math and make sure the price is worth it. Cons \- Searching for data is near impossible. Can't filter for anything logically without getting into "raw queries," so you better be half an engineer if you want to search for anything. - Reporting is a joke. The reporting tools might as well not exist. Be prepared to ask developers to leverage the API and sync into some other tool. - No matter what they may sell you, it's a CRM best used with small sales teams. It's not for account management or companies that expect anyone without an engineering degree to figure out how to analyze the data inside of it. Review Source VR Verified Reviewer Head of Global Operations & Customer Success Computer Software Used the software for: 2+ years ### "Not a CRM" February 14, 2019 5.0 In the end it's very expensive for a bulk lead calling tool. Pros This is a great tool if you are just bulk burning through new biz leads and have a fast sales cycle. the calling through Close.io is great, call recording great, ability to create custom lists for lead calling also great Cons This is not a CRM period! I would only recommend this if you were integrating it with a dedicated CRM system. The notes are chaotic and very difficult to look back through history and find important past conversations. There is no ability to do ANY form of contract management once a customer is closed and there is also no ability to attach anything to the opportunity info. So if you have a relevant presentation or any documentation relevant to a potential sale you best save it in a google drive and make a custom field to stick the link in. Review Source VR Verified Reviewer Head Of Partnerships Computer Software Used the software for: 2+ years ### "Good For A Small Sales Team, in The Early Days" March 7, 2019 3.0 On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's no meaningful data analysis that can be done because of a lack of tagging and order. It's a good package to start out with, but I find that companies move along quickly for more powerful and useful products. Pros \- really easy to use - stripped down to the bare minimum, not many tabs for the sales team to navigate - new email chain function is impractical as it's a manual task to set up for so few sales contacts - customer support a few years ago was bad but has improved greatly - price Cons \- hard to extract data in a meaningful way. The search functionality is quite rudimentary - data analysis is barely existent - insufficient tagging - feels like a doctored spreadsheet with nicer formatting but less usability Review Source Nick P. Head of Growth Internet Used the software for: 2+ years ### "A modern sales platform optimized for outreach" March 9, 2015 5.0 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) Review Source James T. Online Media Used the software for: ### "Best CRM I've had the pleasure of using" March 10, 2015 5.0 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. Review Source VR Verified Reviewer Software Quality Analyst Computer Software Used the software for: 2+ years ### "Close.io Review" August 7, 2018 4.0 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. Review Source VK Varun K. System Administrator Information Technology and Services Used the software for: 2+ years ### "The best CRM for the sales team to do the cold calling at an ease." September 21, 2018 4.0 Pros We use pipedrive for email marketing and Close.io for cold calling. Our system works like this. Our marketing team use pipedrive to send out email to possible leads and follow up with them and when it results in a successful response from the prospect the sales team collects the phone numbers. Then these prospects with phone numbers have been downloaded to csv and transferred to Close.io CRM for sales team. Then they do all the cold calling with in Close.io CRM. Our department also have access to this CRM to make support calls later on. We can say our sales team's productivity has increased a lot after implementing this CRM. They do not need to manually do the sorting and recording of calls made and everything can be done in settings just one time. Cons When importing the prospects from a CSV if there are duplicates in the file, it doesn't detect that and gets added just like an other contact. There are no option to segment the contact in to different categories. Review Source Jordan L. Co-Founder, Director of Business Development E-Learning Used the software for: 6-12 months ### "Rigid structure means only certain sales processes fit (adaptations to all processes are necessary to use effectively)" September 28, 2016 4.0 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 Review Source NB Nadav B. CEO Marketing and Advertising Used the software for: Less than 6 months ### "AWEFUL EXPERIENCE! BUSINESS OWNERS - BE AWARE!" June 23, 2021 1.0 Close.com BROKE our agreement and KILLED our company. We partnered with close.com and after long meetings with their sales and customer success teams, we agreed to collaborate after getting a written agreement for our needs and future use of their system. We built an entire infrastructure supported by their system after working with them for few months and paying them over $20,000 knowing it's an investment and it will be worth the money on the long-range. We made sure to add in our agreement all of the potential problems and insisted that if there will be any problem - close will contact us for our immediate care and fix, as we want to keep a good relationship with them. After 4 months, just 2 days after another payment of over $5,000 from us, we received a cold email from the customer success manager, quoting an email of \[SENSITIVE CONTENT\] saying they won't work with us anymore and suspend our account in 40 days. NON-NEGOTIABLE. The stated reasons were ones we never heard of before from the close.com team and never knew they could cause any issue (if we've known, we would've taken care of them immediately). No prior warning, no apology, no discussion, and not even a meeting explaining the situation. Just a "non-negotiable" cold email. We spend those months we worked with Close.com HUGE amount of development and employee resources to fit our system to Close's while planning to launch a new product, and just a few days before our launch we received this awful email. Pros Looking back - nothing honestly. We wish we would've never heard of them. Cons Close.com BROKE our agreement and KILLED our company. Review Source DH David H. Distribution Executive Computer Software Used the software for: 6-12 months ### "Close - Great CRM for small to medium sized busniesses" December 9, 2019 5.0 Overall Close (close.io) was a great system for our high volume, low price software product. We recently switched from Close to Salesforce and It has been a very bumpy road that more than one department in our company has struggled with. Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities. Pros Kept all communication and information for a given account/lead visible on one page. Made it very easy to navigate and get an idea of everything surrounding a given lead quickly. - Perfect for high volume telesales - Reporting and lead management was great - Filtering lists made it easy -Phone and text worked great Cons The way things were set up, it made it difficult to manage Parent Child orgs for our Enterprise department. Less ability for customization and integrations. - We had a few problems with customer support/account manager getting back to us a few times. (Our account maxed out on calls and we needed to add more several times, but this took a while to flesh out and it completely shut our sales department down a couple times. This happened a few times and we wanted to set things up so it would have added time to our account before we ran out. This should have been addressed so it did not happen and never was.) Review Source JASON M. Senior Sales and Marketing Manager Business Supplies and Equipment Used the software for: Less than 6 months ### "The future looks bright with Close.IO" February 12, 2016 5.0 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. Review Source Elias A. Specialist Marketing and Advertising Used the software for: Less than 6 months ### "A solid CRM but not close to the being the best for sales reps." April 11, 2021 4.0 Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations. Pros I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid. Cons Smartviews even tho it is one of the main features is not that easy to customize or get used to if this is your first CRM. There are better solutions that make this type of customization easier. Review Source Tedi A. Entrepreneur Insurance Used the software for: I used a free trial ### "A Waste!!" December 19, 2018 1.0 Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it. Pros This software was a colossal waste!! DO NOT waste your time or money!! I used this software for less than a week before they were snooping around dictating my business practices and interrupting my business transactions. I am absolutely disgusted by this service. I tried to get get a hold of the sales rep 5 (FIVE) times and each and every time it goes to voicemail. They don't work weekends and wont answer you on weekends, so don't bother. They will email you a week later and if there are technical difficulties, they absolutely will not talk to you in a timely manner, they will just shut your acount down. THEN they tried to extort me for my credit card in reward for their terrible sales and joke in the form of what they call "tech support/customer service". Ridiculous! I lost so much money dealing with them! It was a horrific experience! Cons The joke they call "customer service/tech support". It's an extortion scheme! Review Source Jordan T. Cancellations Manager Computer Software Used the software for: 2+ years ### "Great Sales Tracking Management" December 14, 2018 5.0 Close.io is great for tracking leads and customer bases and the communication timeline as well. Pros My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use. Also being able to call directly from the software and have the calls recorded and task creations are very simple. Cons The user interface could use some improvement. The flow of things can sometimes get a little chaotic so creates extra time to learn the system. Review Source VR Verified Reviewer Co-Founder Computer Software Used the software for: 6-12 months ### "Great functionality. But you can lose access anytime" February 13, 2019 1.0 This is a great platform. But I do not recommend it to anyone. If you are interested in good CRM then try PipeDrive. They don't have a few things, but their technical support will solve all your problems. They also do a lot of custom free stuff. And you can safely store 1M + contacts. Pros Awesome UI Best filtration and search Nothing extra Not overloaded Very fast Cons If your database more than 100K contacts, you will be disconnected, because you will ...."impacted our infrastructure".... When you try to solve a problem and chat with technical support, you will be ignored. But there is no public limitation. Try to use. Are you lucky? Maybe not and your work will be suspended immediately. And then you will long try to switch to another platform without any help from those support. Maximum you will have a day. Review Source VR Verified Reviewer Co Founder and CEO Food & Beverages Used the software for: 6-12 months ### "Great for Team Alignment" November 2, 2016 5.0 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. Review Source Samantha L. Marketing & Social Media Transportation/Trucking/Railroad Used the software for: 2+ years ### "Works as promised" December 11, 2018 5.0 Close has been great and their customer support is really awesome. Pros Close is an easy way to keep track of leads and customers alike. We can set tasks, see who is calling, and have visibility to communication the client has had with other people in the company. Cons I really don’t have many complaints. One tiny nitpicky thing: the icon in my tool bar continues to bounce even after someone else has answered a call. It can get confusing. Review Source Similar Products Featured