# Close Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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/Salesforce/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 # Reviews of Close Ease of use 4.6 Customer Service 4.5 ## Pros and Cons in Reviews MT Mehmet Ali T Business Development ManagerProgram Development, 11 - 50 employeesUsed the software for: I used a free trial. “It gives a clear, real-time overview of all sales activities, making it easy to prioritize follow-ups and track progress at a glance.“ July 8, 2025 Jackson E Sales Team LeadComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “Many of the reports they do have around things like Opportunity pipelines aren't customizable enough to be useful (for example, you can only look at time for opportunities to move to the exact next stage in the pipeline, so any that skip a step or move backwards don't report properly and can't be filtered for), and there's no good workaround we've been able to find.“ March 25, 2026 Jackson E Sales Team LeadComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “Its UI is user-friendly and easy to learn compared to many other CRMs, with colored icons and buttons generally in obvious places.“ March 25, 2026 Jackson E Sales Team LeadComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “The reporting functionality leaves a lot to be desired.“ March 25, 2026 JL Jonathan L Insurance AgentInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was fantastic.“ January 20, 2024 Charles J W Account ManagerConstruction, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ August 8, 2023 JS Justin S Insurance BrokerInsurance, 11 - 50 employeesUsed the software for: 6-12 months. “Close CRM offers a seamless platform for communication through various channels, including email, calls, and SMS.“ August 30, 2023 JL Jayne L CSMDesign, 201 - 500 employeesUsed the software for: 1-2 years. “You can too easily create multiple entries because of how the integrations are set up, so it's not always clear what the "right" profile is.“ July 11, 2023 ## Showing most helpful reviews Showing 1-25 of 164 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Dr. Brijendra C. Founder Information Technology and Services Used the software for: 1-2 years ### "You really need to try CLOSE CRM" January 8, 2025 4.0 Amazing CRM products, especially for startups Pros Easy to use interface and very clean UI, amazing roadmap too, they do support under MS for startup program, this include call the customer features. Cons Features sets are lacking, however they have a strong product roadmap, which helps to stick with the software Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) It was included in MS for startupp pprogram Review Source MAT Mehmet Ali T. Business Development Manager Program Development Used the software for: I used a free trial ### "Efficient and User-Friendly CRM for Sales Teams" July 8, 2025 5.0 Very useful and easy to use. Close offers a streamlined experience tailored for sales teams, with intuitive features that enhance productivity. From the dashboard to communication tools, everything is designed to be accessible and efficient. It has definitely helped us stay organized and focused on closing deals faster. Pros The dashboard is very useful and practical. It gives a clear, real-time overview of all sales activities, making it easy to prioritize follow-ups and track progress at a glance. I especially appreciate how intuitive the interface is even new team members can get up to speed quick Cons The trial period felt a bit short, especially for teams that are evaluating multiple tools and need time to fully explore all the features. A slightly longer trial would be great Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) We switched from Pipedrive to Close primarily for its all-in-one communication features Review Source VR Verified Reviewer Sales Team Lead Computer Software Used the software for: 2+ years ### "A Powerful Start-Up CRM We're Slowly Outgrowing" March 25, 2026 4.0 It's been generally positive. Their support is reasonably good (though we have to sometimes take extra time to be escalated when we have clear issues that require it), their UI is easy to learn, and their activity tracking and search tools are very helpful. While we have our gripes with them, and may "age out" of our fit with them as we scale, they have helped us a lot as a startup. Pros As a CRM, it's solid in many of the areas that count. Particularly for smaller companies, I think it offers a decent value for the cost. Its UI is user-friendly and easy to learn compared to many other CRMs, with colored icons and buttons generally in obvious places. It also has very powerful search functionality, which we used to drive a lot of automation and reporting for sales and service managers, first through Zapier and now through Close itself as well as they build out more internal automation triggers. They handle lead pages with lots of activities and notes really well, allowing you to filter down by activity, customer, employee, timeframe, or text searching. The AI summary at the top of the page can also be useful to get an overall picture. Cons The reporting functionality leaves a lot to be desired. It's easy to pull slices of data through the search tool, but hard to compare those against each other or look at change over time. Many of the reports they do have around things like Opportunity pipelines aren't customizable enough to be useful (for example, you can only look at time for opportunities to move to the exact next stage in the pipeline, so any that skip a step or move backwards don't report properly and can't be filtered for), and there's no good workaround we've been able to find. They also have one limit that hurts automated workflows: you can only trigger them on a small subset of what their search tool allows you to look for. We are forced to still use Zapier in many cases, because there we can use the search results themselves as a trigger. I spoke with their product team years ago asking for workflows to trigger off of search results matching for a lead, but they've seemed to prioritize AI features and other updates instead. We'd save potentially hundreds per month if we had that one feature. Review Source JL Jonathan L. Insurance Agent Insurance Used the software for: Less than 6 months ### "Exceptional if it fits your business model, meh if it does not" January 20, 2024 3.0 Features are clearly targeting the saas sales segment, which wasn't helpful for my agency which essentially is a retail business model. Lead management and the sales pipeline management were incredibly easy to get into however. Being able to create tasks, notes while in a call, messages, and emails all being automatically logged in a particular lead's profile was fantastic. The 'workflows' or automations on sending out follow ups on schedule and utilizing templates is also something awesome only found on CRMs that cost 4x as much; that's a great deal. However, as noted above, they didn't have retail business models in mind or maybe they don't have enough context. 1) There's no call history - Yes, their guide or protocol is to 'add as a lead' when a call comes in, but that's only DURING the call. So if a new lead calls in to your agency/store, and if the call ends and the lead isn't added, then the call's number/history is lost in the ether. If you've ever onboarded new employees, you know procedures like this won't be followed all the time. 2) There's no way to set business hours/voicemail-forward - I work past business hours to get extra admin work done; of course customers don't always look up business hours before calling and suddenly I have to listen to the ring tone for 30 seconds or pick up. 3) Big emphasis on 'Companies' as leads/customers vs Individuals - So on lead profiles, you can set an address, yes. But after setting the address, city, state, zip code, you can only see the city and state on the lead's profile (probably because of its intended use for B2B sales), but in a B2C context, it's vastly more helpful to see the full address for us. You can argue you can create custom fields, but it seems like a easy fix to just let users choose which address details are visible in that proper spot. This is just one example, there's also not really much functionality for MAINTAINING/RETENTION of clients after the sales aspect. Again, emphasis towards saas sales where the use-case is getting the sale and then passing off the client to another department; whereas in retail or agency use, we have to maintain that relationship or make product/service changes. All in all, incredibly useful focus on the outbound sales aspect, if your business model fits or if you want a dedicated sales CRM for a sales team. However, retail businesses, B2C, or in my case, insurance agencies, will need something more well-rounded. Pros What I liked about Close was the consolidation of tools into one CRM. The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box. Cons Phone features are underdeveloped or possibly intentionally barebone. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Switched from [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) My team was a bit lost with all the different tools and platforms we were using, Close CRM seemed like the silver bullet. Review Source Response from Elastic January 22, 2024 We appreciate your thorough review of Close, Jonathan. I've passed this feedback to our product team -- with an extra emphasis on the calling feature feedback. Kyle S. Head of Sales Construction Used the software for: 1-2 years ### "Phone Heavy Sales Team's Dream" April 14, 2022 5.0 It is everything we need except dashboards. If your are an outbound or phone heavy sales ord Pros no fluff. there are not 3 different places to log contacts/opps/accounts/leads it is all on one page. It is simple yet surprisingly powerful. Every one of my reps added can't get over how easy and fluid it makes their life. Cons Dashboards are non existent. You will need to be comfortable with exporting/using zapier/or a few support partners to push your data into a visual appealing place Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reason for choosing Close Experience with the system, knew the ease of use was what our team needed. We may pair up with salesforce/hubspot in the future as we mature as a sales org but for now we are solid with our process. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) With a high velocity sales team hubspot was slowing us down and complicating the process for the team. Review Source Rod T. President Financial Services Used the software for: 6-12 months ### "Close is the best way to track leads through the sales process" December 21, 2021 5.0 I like Close and will continue to use it because it works for me. I can enter a new lead and immediately start a communication track via email and text and Close keeps it all in an easy to follow format. Pros Close is really easy to get up and running and is simple to work with. Cons The cost to go from the base plan to the next level that has several more features is a lot. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce is fine but has a really long learning curve and there are so many field options it can get overwhelming quickly. And it's expensive. Review Source TQ Todd Q. CEO Information Technology and Services Used the software for: 2+ years ### "A great solution once you get it organized" May 23, 2022 5.0 Pros I love the Smart Views which allow custom filtering and sorting of leads. This helps me quickly review different types of leads based on lead score, when I talked to them last, and when I need to follow up with them again. Cons I wish basic text formatting was built into the note taking (especially bullet points). I understand with not going crazy with a WYSIWYG, but some simple formatting options would help for quicker note taking. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Hubspot wasn't as intuitive or as quick to use. Not to mention the crazy high costs for some of the additional features. Review Source EM Eric M. Founder Marketing and Advertising Used the software for: Less than 6 months ### "Close - Marketing Agency " February 12, 2021 5.0 Overall I would highly recommend the software to other businesses users I think it is far better than its competitors. Pros It is a great CRM for marketing and sales agencies. I would recommend the software if you do a lot of outbound sales and need to assign tasks to team members. Cons It is a little bit of a steep learning curve however once you get the gist of it everything becomes very easy. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Close I preferred the customer experience with Close. Switched from [Mailshake](https://www.capterra.com/p/164705/Mailshake/) I needed the use of an integrated phone line for the CRM. Review Source TC Tony C. CEO Photography Used the software for: Less than 6 months ### "Close.com Can Make Your Business Run Efficiently and Problem Free" April 28, 2022 5.0 We had another CRM system that was a lot more expensive and not very easy to use. Close.com is just a pure pleasure to work with and the entire team here is thrilled with it. Pros Platform is very easy to use and all employees just loved it the minute they tried it out. We all wonder why we didn't get this sooner. Close.com is also fun to use and everything is at your fingertips. Program works fast and makes the customer ticket system very efficient. Cons No cons at all. I mean it. This program Rocks:) Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Close Less expensive and easier to use and the team here learned quickly how to use it. Switched from [Salesforce B2B Commerce](https://www.capterra.com/p/250734/Salesforce-B2B-Commerce/) Less expensive and easier to use. Review Source AE Alexander E. Chief Revenue Officer Marketing and Advertising Used the software for: Less than 6 months ### "Close is great for startup sales but lacks some simple features" October 18, 2019 4.0 Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing. Pros I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects. Cons I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives. Switched from [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) The interface is much more approachable, reporting is better, and the email sequences is a gamechanger. Review Source IM Ilan M. Marketing Manager Internet Used the software for: Less than 6 months ### "Good and easy CRM" March 26, 2025 5.0 Good experience so far. Everything seems to be working as it should Pros Easy to use and intuitive platform with good features Cons We just started a few months ago, so nothing negative yet Review Source SM Scott M. Business Development Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Scott from Quote Factory -- Close Review" August 10, 2023 5.0 Overall, I really enjoy using close -- it's a great fit for a new, smaller org like OF. It helps us to streamline conversations, communicate notes internally, eliminate overlap. I think as we grow, I know that we'll start to use other tools and features within Close and excited to see ALL of the capabilities in due time. Pros Close's UI/UX make it super easy to navigate and manage day to day sales activities. We also use JustCall and the integration is super clean, making it easy to work from a single CRM with a phone plug-in Cons I wish there was a better way to clean up data on a macro level Review Source LJ Lamar J. Executive Assistant Real Estate Used the software for: 1-2 years ### "Paltry Notifications in Messages" June 22, 2022 4.0 Great experience generally, just hate when I'm really into a task and then I forget about checking close all to open it up to 3 message and 6 emails. Pros Lays everything out in a way that is simple, functional, and very user friendly. Most things make sense at first glance without much of a learning curve. Cons Notification system is genuinely trash. If I have the software on my laptop, there should be some way their API talks with MacOS notifications API, I think someone just has to build the connection. Review Source VR Verified Reviewer Q&A and Reports analyst Telecommunications Used the software for: 6-12 months ### "Good CRM but could improve reports and analytics." July 11, 2022 4.0 Pretty good and solid to help increase sales with some insteresting features and good interface and friendly, could be better in reports! Pros Its pretty good to follow up, increase sales (productivity), email or chat are pretty solid tools to development a good business relationship. Cons Must improve reports/analytics tool, It is only focused on sales and not all KPI's are well reported or break and working hours record. Review Source JL Jayne L. CSM Design Used the software for: 1-2 years ### "It does the job - but not the best on the market by far" July 11, 2023 4.0 If you do not heavily rely on a CRM system and just need a place to lightly store things to check on between departments without having to spend a lot of time training your users, then Close is a good call. However, if you need an in-depth CRM system that helps to manage a pipeline down to the details and has a very organized or detailed structure for viewing accounts, I think there are better options on the market. Pros Very clean UX/UI and easy to use and navigate, everything is sort of "on one page" so you don't really need to scour around or click on weirdly/technical verbiage-marked buttons. Cons It's actually almost too simple to the point that it can begin to feel cluttered. You can too easily create multiple entries because of how the integrations are set up, so it's not always clear what the "right" profile is. Similarly, there's very little tracking of progression, it's quite rudimentary in that sense. Review Source JS Justin S. Insurance Broker Insurance Used the software for: 6-12 months ### "Great CRM" August 30, 2023 5.0 Effective communication lies at the heart of successful sales endeavors. Close CRM offers a seamless platform for communication through various channels, including email, calls, and SMS. Pros Close CRM's user interface is a testament to user-centric design. Navigating through the platform is effortless, enabling sales teams to focus on what truly matters Cons I do just wish that there was more of a build in terms of on going policy management through the CRM Review Source Response from Elastic January 22, 2024 Thanks for reviewing Close, Justin! VR Verified Reviewer Co-founder Insurance Used the software for: 6-12 months ### "Great simple CRM that we actually use" May 10, 2018 5.0 Pros Close integrates all of our customer communication into one place to make it really easy to use. Because it integrates with calling and email, most communication gets automatically logged so there isn't that annoying extra step. And because we're already in it while interacting with customers, adding notes is natural. The result is a CRM system that is up to date and gets used. Cons I'd like prettier reporting. The reporting screen basically counts and filters to give a table of results. I would love to have this visualize pipelines and allow us to drill down on results in a more visual way. Review Source VR Verified Reviewer Principal Analyst Market Research Used the software for: 6-12 months ### "Top notch software for email marketing and CRM" November 16, 2022 5.0 Pros Email marketing via sequences, built-in caller, and CRM Cons On the Expensive side. It'd be great if they can provide discounts for startups Review Source JW Jim W. Fleet Manager Automotive Used the software for: 2+ years ### "Best out there" May 20, 2021 5.0 Pros Love it for all businesses I have worked in. I literally have my own Personal Close I use that I bring when I take a contract, so I don't have to use something else. It is part of my working life now - Easy deployment (Even when Microsoft tries to ruin everything for you), Simple and easy, can opt into great features if you need it, export your leads, whatever it is - It is software that has clearly been made by someone who was in Business Development. The amount of time I save not having to manually document how much work I have done...Makes me more successful. Cons Nothing - it is great - A small deployment issue once, but that was 100% Microsofts fault. The reps were great at fixing it. Review Source TU Tayler U. Director of Systems Marketing and Advertising Used the software for: 2+ years ### "Close helps you close. " July 16, 2019 5.0 The sales team uses close everyday. It has helped us stay organized, keep customer data up to date and stay on top of opportunities. Pros \-Easy for the team to use. -Calling system is great -Fast customer Service. -Call recording is fantastic. -Easy onboarding Cons \-Reporting is lacking for what we need. We would like to see more detailed reporting. -Company Hierarchy. No way to easily setup parent and child companies - Limited field for opportunities -Smartviews are difficult to use. - Few direct Integrations. Review Source Margaret L. Co-founder & CEO Used the software for: ### "Close.io is absolutely awesome to manage your fund raising " March 8, 2015 5.0 We use Close.io to manage our fund raising and we absolutely love it! It's been amazing to manage our database of investors, track our communication with potential investors, and classify each of them based on the opportunity and likelihood we will get the investment from them. It's much easier to track who responded and when to do the follow-up. Close.io is very user-friendly, and very intuitive. We love that it adds all past emails with the investors! It has been so easy to share the emails with my co-founder. We will definitely use it to manage our customers when we are ready to start selling. Pros \- It's easy to use. - It can easily search for past emails and share the status with other members because it integrates all the emails and calls with the leads to the platform. - It allows to add tasks and set up alarms. - Great tool to organize the database, rank potential customers/investors, and size the opportunities. Cons \- I would suggest the users to use a isolated microphone because some times we have eco in the calls. Review Source KR Kevin R. Digital Strategist Marketing and Advertising Used the software for: 2+ years ### "Fantastic software!" September 22, 2020 5.0 Pros This is a great email software. It keeps teams informed, inspired and on track for sales! Cons At this time I do not have any complaints about the software - all good! Review Source JA Jeffrey A. Sales Manager Computer Software Used the software for: 2+ years ### "Great CRM" December 13, 2020 4.0 Overall my experience with Close has been a positive one. Customer service is responsive. Pros The pros are that is a pretty straight forward CRM to use. It integrates well with many other applications. Cons Overall, I cannot really think of any cons. It gets the job done as a reasonably priced CRM. It does not have as many features as salesforce but for the price its great. Review Source VR Verified Reviewer Hospital & Health Care Used the software for: ### "A tool for fueling sales" March 23, 2015 5.0 I am using Close.io to help keep track of all of my cold calls. I can easily open up multiple contacts and make calls to each of them a lot faster than looking at one contact at a time, clicking the mouse more times and being less efficient with my time. This is a great tool for any sales person wanting to keep better track of who to call when, reducing paperwork and headaches. I highly recommend this product. Pros User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful. The CEO truly cares for his clients, even taking a little time to give free consultation to help educate in sales. Cons Only thing is when you select back to get back to the main list of contacts, it takes you to the top every time and not where you left off in the list. Probably user driven and not the software. Review Source JM João M. Talent Acquisition Staffing and Recruiting Used the software for: Less than 6 months ### "Perfect Apllication" August 30, 2023 5.0 I am a recent user but I found it as a super interactive application and easy to manage it Pros Very simple and fast. It is a light application Cons Right at this moment I still have found nothing bad to say about it Review Source Response from Elastic January 22, 2024 We appreciate your review of Close, João! Similar Products Featured