# Page 3 | Close Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Close ## Showing most helpful reviews Showing 51-75 of 164 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Martin A. Used the software for: 6-12 months ### "Has worked really well" January 27, 2016 5.0 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. Review Source Justin G. Director of Sales Used the software for: ### "Excellent - Would recommend to anyone building a sales team" March 9, 2015 5.0 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 Review Source Yevgeniy S. CEO Computer Software Used the software for: 2+ years ### "Great solution for medium sales teams" June 14, 2018 5.0 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. Review Source Josh C. Product Development Financial Services Used the software for: 2+ years ### "Turns you into a selling machine" October 18, 2018 5.0 Once you catch the vision for Close.io, it doubles your productivity in sales. Pros Close.io shines in two ways-- no data entry and the follow up system. No data entry means that it's reading your emails and syncing the CRM with the activity. You can also call through their phone number and it logs your phone calls to the CRM. Follow up system. Following up until you get a No is key to sales success. Close.io builds this in to the CRM so that you see who to follow up everyday and can jus work down the list. Cons I don't think of Close.io as having data integration with other services on a first class level. May be wrong, but that's my impression. Review Source ND Nils D. CRO Computer Software Used the software for: 1-2 years ### "Great sales CRM" December 22, 2023 5.0 Pros Close is great if you're looking for a sales-focused CRM. Cons Not much, there are a few features which seem to be missing but nothing major. Review Source Response from Elastic January 22, 2024 Thanks for reviewing Close, Nils! CA Chuck A. Sales Manager Building Materials Used the software for: Less than 6 months ### "First thougths on new software" December 6, 2022 5.0 I am just beginning to use it so this is an initial review. So far I have found it simple to learn and effective in lead and customer management. Pros Sequencing, calling from the software, activity tracking, call recording, relative simplicity to use Cons no comment yet, i am just beginning to use it Reason for choosing Close Pricing, recommendations from people I trust, has what I need without having a lot of things I don't need, etc. Review Source DP Dean P. Account Executive Marketing and Advertising Used the software for: 6-12 months ### "Great CRM for Early Stage Companies" November 3, 2016 4.0 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. 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. Review Source Response from Elastic 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. CF Chase F. Consultant E-Learning Used the software for: 1-2 years ### "User friendly " August 30, 2023 5.0 Close has made my day to day task easier than ever and allowed me to be efficient with clients Pros I like how organized close is. And How efficient it is when sending quick texts Cons Truthfully there isn't anything I like least about it. I've used other CRM's and they were trash. Close has always been userfriendly and the Ux Ui is simple Review Source Response from Elastic January 22, 2024 Thank you for reviewing Close, Chase! Akshay R. CEO Computer Software Used the software for: Less than 6 months ### "Great Beginner CRM Tool" September 23, 2020 5.0 Great tool overall to get started for a founder with little sales experience Pros \- Very easy to get started / intuitive interface - Enables you to send emails straight from tool and manage inbox - Ability to set reminders and follow ups - pipeline UI, similar to salesforce or hubspot Cons \- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this - hard to tell when prospect opened email Alternatives considered [Streak](https://www.capterra.com/p/124465/Streak/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Switched from [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) Email inbox management in Close Review Source VR Verified Reviewer Growth @ Forest - We're Hiring! Computer Software Used the software for: 6-12 months ### "Great CRM that understands its user" October 31, 2018 4.0 I would advise this product to anyone, the pricing is correct, the product is great and does not try to lock you in but retains you through customer satisfaction. Pros The simplicity yet power of this CRM system is exactly what a growing company needs. It is also fantastic that the product comes with an API that can help to automate your tasks and connect the CRM to other products. Cons The user interface of the emails could be smarter and give a better oversight! Review Source VR Verified Reviewer Senior Consultant, Solution Sales Management Consulting Used the software for: Less than 6 months ### "Close.io is a common sense simplistic software platform that streamlines my entire day." May 9, 2018 5.0 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. 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. Review Source Linus L. Internet Used the software for: ### "Awesome product with a great search centric approach" May 20, 2015 4.0 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 Review Source VR Verified Reviewer Recruiter Staffing and Recruiting Used the software for: 6-12 months ### "Powerful DUmb Tool" February 14, 2019 5.0 Sales. Closing. This is what CLose IO is best for. If you want it to do complicated tasks it would start breaking up and tearing down into nothing. For smile and dial, this is the best. Pros Love the fact that I can power dial a bunch of people and drop voice mails. This is a godsend for my team. Cons Stupid workflows, automations were really horrible and was set up poorly by the agent who worked and never was working correctly for 9 months. Review Source Isaiah E. Co-founder, Director Used the software for: 2+ years ### "A modern and functional touch to CRM" June 18, 2018 5.0 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. Review Source BN Ben N. Customer Success Manager Computer Software Used the software for: 1-2 years ### "A straightforward email tool for sales teams" October 18, 2022 4.0 Close is a fantastic email tool that I would find hard to get rid of. Pros This is for everyone who needs to be an email powerhouse. This allows you to manage your communications with leads and new customers very easily. Their software is tailored to be the most efficient possible. Cons This is not a great CRM. It's best used in tandem with a CRM like HubSpot or Salesforce. Most of the automation capability is outsourced to Zapier. Review Source VR Verified Reviewer Director of Business Development Used the software for: ### "Will you marry me?" April 2, 2015 5.0 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. Review Source VR Verified Reviewer CEO and Founder Computer Software Used the software for: 1-2 years ### "A must-have for sales" March 18, 2018 5.0 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. Review Source Ali S. Photography Used the software for: ### "Increases the chance of closing a deal" March 23, 2015 5.0 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. Review Source Gabe J. Strategic Partnership Manager Information Services Used the software for: 6-12 months ### "I use close.io and love the updates that they keep making" September 26, 2018 5.0 Keeps sales focused on relevant tasks rather than wasting time on housekeeping tasks Pros It makes the sales team at my company so much more efficient and keeps them focused on relevant tasks rather than wasting time on housekeeping tasks Cons Some small learning curve for some of the more advanced features. Review Source Pruthvi K. Sales Lead Computer Software Used the software for: Less than 6 months ### "Great CRM" January 9, 2023 4.0 Pros Integrates into other platforms easily. Great to use Cons Not so user-friendly. UI & UX could be better Review Source BB Bronne B. Account Executive Computer Software Used the software for: 2+ years ### "Far Superior to Salesforce" June 4, 2019 5.0 I just want anyone reading this to know that I went from using Close to using Salesforce. Originally I didn't think Close was anything particularly special, because I hadn't tried out any other CRMs. Working with Salesforce has made me change my mind completely - Close is a far superior product. Pros Extremely intuitive, clean and smooth. Intelligently designed and sets you and your employees up with a great work flow to stay organized Cons The view set ups can take some getting used to (IF, OR, AND) but once you have it figured out your workflow will go so smoothly. Review Source VR Verified Reviewer Implementation Specialist Computer Software Used the software for: 1-2 years ### "Great CRM for smaller businesses" June 30, 2018 5.0 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. Review Source Paul G. Head of Sales & Business Development Used the software for: ### "Best Sales Productivity App" March 17, 2015 5.0 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. Review Source VR Verified Reviewer Creative Director Used the software for: Less than 6 months ### "Easily the best CRM we've tried out" November 16, 2017 5.0 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. Review Source VR Verified Reviewer Chief VoIP Evangelist Telecommunications Used the software for: Less than 6 months ### "Best CRM EVER! " January 22, 2019 5.0 Close.io has been great from the start. Getting setup was easy and migrating our data from our previous CRM was simple. We are now able to monitor all outreach metrics in real time and close more deals with close.io Pros Close.io is every sales teams dream! Its super simple but extremely powerful! It has everything you need to effectively close deals daily and keeps you on track with very little effort. Cons I wish there was a two record type Leads and Accounts. There is a work around but my personal preference is a clear distinction between leads and accounts. Review Source Similar Products Featured