# Page 5 | Close Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 April 14th, 2026 # Page 5 - Reviews of Close ## Showing most helpful reviews Showing 101-125 of 164 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jacqueline D. Program Manager Market Research Used the software for: I used a free trial ### "Communication made efficient" March 22, 2016 5.0 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!). Review Source Nir A. iOS Developer Computer Software Used the software for: I used a free trial ### "Great Software!" November 28, 2015 5.0 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. Review Source VR Verified Reviewer Co Founder Internet Used the software for: 6-12 months ### "Great CRM platform" April 30, 2019 4.0 Easy to use, powerful CRM platform. Pros Works great for a single person (not only sales-focused). It's feature-rich and allows for great customization Cons Everything works as expected for now. There is a bit of a learning curve but that is expected. Review Source Tim B. Education Management Used the software for: Less than 6 months ### "Exactly what we needed...following up." April 2, 2016 5.0 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. Review Source Guy K. Business Development Internet Used the software for: I used a free trial ### "Close.io really helps to keep track of your deals. " December 13, 2015 5.0 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. Review Source Kristofer F. CTO, Founder Used the software for: ### "Easy integration and superb service" April 8, 2015 5.0 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 Review Source Stuart B. Used the software for: ### "Ideal for direct email marketing" December 16, 2016 5.0 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. Review Source VR Verified Reviewer Management Consulting Used the software for: ### "Best CRM I've Ever Used" May 5, 2015 5.0 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. Review Source VR Verified Reviewer Head of Growth & Co-Founder Computer Software Used the software for: I used a free trial ### "Amazing CRM" March 26, 2019 5.0 Pros The integrations and power of the tool. It gives you email, SMS and much more. I also like their courses. Cons The UI could be somewhat improved and upgraded, but that's okay. Review Source Matt W. CEO Used the software for: ### "Superb" April 1, 2015 5.0 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. Review Source VR Verified Reviewer Cofounder, CEO Consumer Services Used the software for: 6-12 months ### "Great tool" March 15, 2016 5.0 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 Review Source W. Allan R. CEO & Co-Founder Sports Used the software for: Less than 6 months ### "Thank you Close.io!" October 25, 2015 5.0 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. Review Source Michael Brody K. Computer Software Used the software for: ### "Lightweight but powerful" April 15, 2015 4.0 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... Review Source JV Juan V. GM Automotive Used the software for: 1-2 years ### "Best CRM I have used!" November 5, 2018 5.0 Pros The best CRM tool I have used, loved the interface that is literally all in one, recorded calls to review of my teams sales calls. Texts emails etc. Cons None! Best CRM system I've used! Definitely recommend Review Source Benjamin H. CEO Information Technology and Services Used the software for: 1-2 years ### "null" March 10, 2016 5.0 Review Source WW William W. E-Learning Used the software for: ### "Close.io Rocks" April 28, 2015 5.0 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. Review Source Halil M. Insurance Used the software for: ### "Great CRM" March 14, 2015 5.0 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. Review Source Sven H. Managing Director Information Technology and Services Used the software for: Less than 6 months ### "Close.io Review" March 30, 2016 5.0 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) Review Source Nick K. Computer Software Used the software for: ### "Great App" May 6, 2015 5.0 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 :) Review Source Dominic B. Président Information Technology and Services Used the software for: I used a free trial ### "Close.io Rocks !" April 29, 2016 5.0 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). Review Source Gregory D. Director of Sales Used the software for: ### "BEST CRM I have ever used." March 11, 2015 5.0 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! Review Source Mike L. Computer Software Used the software for: Less than 6 months ### "Best modern CRM for startups" June 23, 2015 5.0 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 Review Source Rex B. VP Sales Operations, Co-founder Outsourcing/Offshoring Used the software for: Less than 6 months ### "Best sales platform I've ever used" February 10, 2016 5.0 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. Review Source T Tom Used the software for: ### "You would be insane not to give it a free trial" March 24, 2014 5.0 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). Review Source Jimmy F. Used the software for: I used a free trial ### "Power behind it's simplicity" June 15, 2016 5.0 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, Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.