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Close Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Close to have excellent ease of use, with all actions conveniently accessible on one page. (943 mentions)
Users find the customer support exceptional, with quick responses and helpful guidance for using Close effectively. (561 mentions)
Users appreciate the integrated communication features of Close, enabling seamless calls, texts, and emails in one place. (511 mentions)
Users love the intuitive interface of Close, making customer management and tracking prospects effortless and efficient. (451 mentions)
Users value the user-friendly interface of Close, which simplifies managing customers and tracking prospects effortlessly. (446 mentions)
Users find missing features like dynamic emails and WhatsApp integration, limiting Close's full potential for CRM tasks. (320 mentions)
Users experience call issues, such as failing to add extra parties and occasional call recording failures. (238 mentions)
Users note the limited features of Close, requiring additional tools and lacking customization for a comprehensive CRM experience. (170 mentions)
Users experience limited customization options, making it challenging to tailor the system to their specific needs. (118 mentions)
Users find the learning curve challenging due to outdated UX and complex workflows needing third-party systems. (116 mentions)

5 Pros or Advantages of Close

1. Ease of Use
Users find Close to have excellent ease of use, with all actions conveniently accessible on one page.
See 943 mentions

See Related User Reviews

Gabriel G.
GG

Gabriel G.

Small-Business (50 or fewer emp.)

5.0/5

"The best CRM for small/medium business, by far!"

What do you like about Close?

Close has to be one of the best softwares I've ever used. (not only in hte CRM space). Incredibly reliable, pretty much no bugs/faulty features. Every

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Great CRM"

What do you like about Close?

I like the layout and the features (email, text, call, reminders) and the ability to integrate close into my calendar. The software enables me to have

2. Helpful
Users find the customer support exceptional, with quick responses and helpful guidance for using Close effectively.
See 561 mentions

See Related User Reviews

Mike V.
MV

Mike V.

Mid-Market (51-1000 emp.)

5.0/5

"An outstanding CRM system!"

What do you like about Close?

It's incredibly user-friendly and makes managing customers and tracking prospects a breeze. The intuitive interface and powerful features streamline o

Jeff L.
JL

Jeff L.

Small-Business (50 or fewer emp.)

2.5/5

"Decent enough for a high volume, low complexity business"

What do you like about Close?

The support is wonderful. Quickly replied, provided clear instructions, and was very helpful.

3. Features
Users appreciate the integrated communication features of Close, enabling seamless calls, texts, and emails in one place.
See 511 mentions

See Related User Reviews

Stefan K.
SK

Stefan K.

Small-Business (50 or fewer emp.)

4.5/5

"Great workflow CRM"

What do you like about Close?

I love that you can send texts, emails, and make calls all from the same spot with fast templates.

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"Easy to Navigate and Understand"

What do you like about Close?

I really like the "to do" feature and the inbox where you can quickly see what needs to be tended to. In addition, I really appreciate how it connects

4. Intuitive
Users love the intuitive interface of Close, making customer management and tracking prospects effortless and efficient.
See 451 mentions

See Related User Reviews

Mike V.
MV

Mike V.

Mid-Market (51-1000 emp.)

5.0/5

"An outstanding CRM system!"

What do you like about Close?

It's incredibly user-friendly and makes managing customers and tracking prospects a breeze. The intuitive interface and powerful features streamline o

Silvio Z.
SZ

Silvio Z.

Mid-Market (51-1000 emp.)

5.0/5

"Highly intuitive and a very simplified UI"

What do you like about Close?

every relevant action is in the same page, no need for tabs or anything like that sort; basically, you simply need to click the right place within the

5. Simple
Users value the user-friendly interface of Close, which simplifies managing customers and tracking prospects effortlessly.
See 446 mentions

See Related User Reviews

Mike V.
MV

Mike V.

Mid-Market (51-1000 emp.)

5.0/5

"An outstanding CRM system!"

What do you like about Close?

It's incredibly user-friendly and makes managing customers and tracking prospects a breeze. The intuitive interface and powerful features streamline o

Silvio Z.
SZ

Silvio Z.

Mid-Market (51-1000 emp.)

5.0/5

"Highly intuitive and a very simplified UI"

What do you like about Close?

every relevant action is in the same page, no need for tabs or anything like that sort; basically, you simply need to click the right place within the

5 Cons or Disadvantages of Close

1. Missing Features
Users find missing features like dynamic emails and WhatsApp integration, limiting Close's full potential for CRM tasks.
See 320 mentions

See Related User Reviews

Gabriel G.
GG

Gabriel G.

Small-Business (50 or fewer emp.)

5.0/5

"The best CRM for small/medium business, by far!"

What do you dislike about Close?

There is not much to dislike. Maybe the one or other feature that is missing, but that's about it. Adding WhatsApp would be a gamechanger though tb

Verified User
U

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Modern CRM with big power"

What do you dislike about Close?

I have few if any complaints about Close. There are not dynamic html powered emails or form features that come with Hubspot, but for 95% of our daily

2. Call Issues
Users experience call issues, such as failing to add extra parties and occasional call recording failures.
See 238 mentions

See Related User Reviews

Brandon  C.
BC

Brandon C.

Small-Business (50 or fewer emp.)

4.5/5

"Great Experience Overall"

What do you dislike about Close?

I guess that the app times out every once in a while I will have to refresh the app but honestly it's not a big deal. So adding one more thing because

Janay A.
JA

Janay A.

Small-Business (50 or fewer emp.)

5.0/5

"Easy to use!"

What do you dislike about Close?

There is not currently a feature to add an extra party on the phone but you can have the person you're speaking to add someone on to the call if neede

3. Limited Features
Users note the limited features of Close, requiring additional tools and lacking customization for a comprehensive CRM experience.
See 170 mentions

See Related User Reviews

Jeff L.
JL

Jeff L.

Small-Business (50 or fewer emp.)

2.5/5

"Decent enough for a high volume, low complexity business"

What do you dislike about Close?

The UX is a little dated (as I'm sure most CRMs are), the sequencing seems pretty basic, and you need a few other 3rd party systems (CMS and Integrati

Janay A.
JA

Janay A.

Small-Business (50 or fewer emp.)

5.0/5

"Easy to use!"

What do you dislike about Close?

There is not currently a feature to add an extra party on the phone but you can have the person you're speaking to add someone on to the call if neede

4. Limited Customization
Users experience limited customization options, making it challenging to tailor the system to their specific needs.
See 118 mentions

See Related User Reviews

Jeff L.
JL

Jeff L.

Small-Business (50 or fewer emp.)

2.5/5

"Decent enough for a high volume, low complexity business"

What do you dislike about Close?

The UX is a little dated (as I'm sure most CRMs are), the sequencing seems pretty basic, and you need a few other 3rd party systems (CMS and Integrati

Andy M.
AM

Andy M.

Small-Business (50 or fewer emp.)

5.0/5

"Close Review"

What do you dislike about Close?

It lags sometimes and I cant change the color of my profile.

5. Learning Curve
Users find the learning curve challenging due to outdated UX and complex workflows needing third-party systems.
See 116 mentions

See Related User Reviews

Jeff L.
JL

Jeff L.

Small-Business (50 or fewer emp.)

2.5/5

"Decent enough for a high volume, low complexity business"

What do you dislike about Close?

The UX is a little dated (as I'm sure most CRMs are), the sequencing seems pretty basic, and you need a few other 3rd party systems (CMS and Integrati

JB

Joe B.

Small-Business (50 or fewer emp.)

5.0/5

"Easy, intuitive"

What do you dislike about Close?

Some default fields are annoying like office phone number or business name, since I'm B2C, and I don't know how to change them

Close Reviews (1,906)

Reviews

Close Reviews (1,906)

4.7
1,906 reviews
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G2 reviews are authentic and verified.
Michael V.
MV
Solutions Specialist
Small-Business (50 or fewer emp.)
"Easy to follow CRM"
What do you like best about Close?

It's easy to use, and both leads and tasks are organized in a way that makes tracking simple. The integrations are impressive too, with LinkMatch being a particular favorite of mine. I really appreciate the task function—each day, I just check my inbox to see what needs to be done. When we first started, getting set up was effortless; with just one click, we were able to start using Close right away. Customer support has also been quite responsive. Review collected by and hosted on G2.com.

What do you dislike about Close?

So far, I haven't encountered any issues with this tool and am really enjoying using it. I use it every day to keep track of my tasks, and I haven't found anything to complain about yet. Review collected by and hosted on G2.com.

JN
Director of operations
Small-Business (50 or fewer emp.)
"Close CRM keeps us sharp, fast, and focused"
What do you like best about Close?

Close is incredibly intuitive — the ease of use is one of its biggest strengths. From day one, our team could navigate the platform without training, and it’s made daily tasks feel effortless. The number of features is also impressive: everything from lead tracking to automated follow-ups is built in, but it never feels bloated. The ease of implementation was a pleasant surprise — setup was fast, and we didn’t need a long onboarding process. Plus, the ease of integration with our existing tools made adoption seamless. We use Close daily, and it’s become a central part of our workflow. Review collected by and hosted on G2.com.

What do you dislike about Close?

Honestly, very little. If anything, I’d love even more customization in reporting views. That said, the customer support team has been responsive and helpful whenever we’ve had questions — so even small issues get resolved quickly. Despite the rich feature set, Close stays fast and uncluttered, which is rare for CRMs. Review collected by and hosted on G2.com.

Shiv Om 		 C.
SC
Engagement Manager
Mid-Market (51-1000 emp.)
"CRM – that widens your reach"
What do you like best about Close?

What I like the most is the email campaign and workflow feature. It helps us reach more people with mass campaigns, and at the same time, we can send quick one-to-one emails right after a call using templates. This way, we can follow the 3M strategy faster and more easily. Review collected by and hosted on G2.com.

What do you dislike about Close?

The filters available in Close feel a bit rigid, which sometimes makes it challenging to create smart views effectively Review collected by and hosted on G2.com.

Kevin V.
KV
Account Manager
Small-Business (50 or fewer emp.)
"Overall, very good CRM and Dialer"
What do you like best about Close?

The user end for me and for my callers has been very easy. Everything is at hand, from emails to notes, without having to fumble around to find them. The smart views are dynamic and make sure that the leads I call are during their local business hours. Customer support always gets back to me very quickly when I have a question. Review collected by and hosted on G2.com.

What do you dislike about Close?

As amazing as the front end is, the back end does need some work. The hierarchy between the super admin account and sub accounts is not quite there yet. Before Close, I was used to being able to log in as a super admin and being able to change the settings for sub-users. On Close, those settings have to be changed while logged in to the actual sub-user account. Last I reached out about this a few days ago, they said they are working on it. Review collected by and hosted on G2.com.

Daniel B.
DB
VP Property and Casualty Producer
Small-Business (50 or fewer emp.)
"Amazing experience!"
What do you like best about Close?

Using Close CRM has completely transformed the way I manage my sales process. From the moment I started using it, I noticed how easy it was to get set up and actually enjoy using a CRM something I never thought I’d say. The built-in calling and email features save me so much time, and I love how everything is tracked automatically without any extra effort. I can clearly see where each deal stands, follow up faster, and focus more on building relationships instead of chasing down notes or updates. It honestly feels like the tool was built with real salespeople in mind, and it’s made my day-to-day workflow way more efficient and less stressful. This is the best CRM i have ever used by far i highly recommend 10/10! Review collected by and hosted on G2.com.

What do you dislike about Close?

The only downside is i wish I found about this crm earlier. Review collected by and hosted on G2.com.

"Effortless Lead Management and Communication"
What do you like best about Close?

I find Close relatively straightforward and easy to navigate, which allowed me to fully utilize all its features in just a day or two. It efficiently solves problems by enabling me to dial leads very quickly and effectively find and communicate with them. The system allows me to be more effective in my communication endeavors. I appreciate the features such as pipelines, smart views, the inbox, and communication tools, which are particularly useful. The simplicity of finding leads and communicating effectively are aspects that would make me choose the platform again. Close handles approximately 90% of my required tasks, which is impressive for my needs. Review collected by and hosted on G2.com.

What do you dislike about Close?

I dislike the lack of SMS messaging capabilities for reaching US leads and the inability to message leads from other countries, which limits communication flexibility. Review collected by and hosted on G2.com.

Stefan V.
SV
Account Executive
Mid-Market (51-1000 emp.)
"Responsive UI and Useful Features, but Filtering and Power Dialler Need Improvement"
What do you like best about Close?

Close is responsive with easy UI. Smart views are easy to use. Reports give accurate and easy to view data. Review collected by and hosted on G2.com.

What do you dislike about Close?

It can be hard to set the right filters and that in itself requires training. Businesses add lots of fields etc which make it more complex. It would be good if we could use AI to establish filters.

I don't like that the power dialer can't double dial, and then any time I want to do so I disconnect.

Lately I think, but I can't confirm for sure, it seems like Close CRM has been using lots of CPU on my Macbook Pro M2 Review collected by and hosted on G2.com.

Verified User in Construction
AC
Small-Business (50 or fewer emp.)
"Great Oversight and Flawless Operation, but Costs Are too High"
What do you like best about Close?

THe oversight of every part of the process is right there in front of you and it is just working flawlessly. The original set up for the Administrator was a very smooth process. The instructions were clear and walked you through it by click and follow method. We use our CRM. everyday and all day it is our primary tool for everything. Review collected by and hosted on G2.com.

What do you dislike about Close?

The Cost are a bit too high for what it is. But as a first year user I feel we are getting our organisation working and off the ground effectively. The features are a bit overwhelming and limited to the package one purchases. As per the customer support is only on line for one to read through it all instead of having an actual service / help line. Review collected by and hosted on G2.com.

Nick W.
NW
Managing Director
Small-Business (50 or fewer emp.)
"Upgrade If You Can"
What do you like best about Close?

Recently upgraded to the $149 plan just for predictive dialing and the time I save from being able to call multiple leads at once is worth the extra spend. At the moment I am getting connected to a lead with buyer intent every round of calls. Also, I like the note taking that's inside the CRM. Usually I'd open Notion and take my notes but Close has this featured in-house and I can reference all my notes from previous calls or take them during the call so I don't forge.t Review collected by and hosted on G2.com.

What do you dislike about Close?

Predictive dialing is great. Would love to see a local presence feature that assigns a local number to the leads I am calling so they don't get suspicious of seeing the same number call them multiple times and potentially get cut off. Review collected by and hosted on G2.com.

Charlie W.
CW
Call Assistant
Small-Business (50 or fewer emp.)
"Excellent CRM that boosts productivity"
What do you like best about Close?

I love that Close lets me create my own Smart Views and customize lead statuses. This boosts my productivity massively and adds a great element of personalization, which helps me stay more organized and efficient. Review collected by and hosted on G2.com.

What do you dislike about Close?

I wish Close had an option for automatic Smart Views based on lead status instead of requiring users to manually create them. It would save time and make the workflow more seamless. Right now, having to set them up feels like an extra step that could easily be automated. Review collected by and hosted on G2.com.

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