Close Review

Close excels at lead management and workflow automation. Strong integrations and reporting. Could improve mobile app functionality and offer more customization options for smaller businesses. UI learning curve for new users.

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What we love:

Contact Management

Strong contact organization and tracking. Custom fields and tagging. Easy to view contact history.

8/10

Sales Pipeline Management

Excellent visual pipeline. Customizable stages. Drag-and-drop interface. Automated lead distribution and follow-ups.

9/10

Customer Service and Support

Decent support features. Email integration. Lacks advanced ticketing system. Good for small teams.

7/10

Customer Service and Support Review

We've been using Close for our sales team, and their customer service and support have been exceptional. The responsiveness of their team is impressive, with quick replies to our queries via email and chat. We appreciate the comprehensive knowledge base, which has helped us troubleshoot many issues on our own.

The onboarding process was smooth, with tailored guidance to get our team up and running quickly. We've found the regular webinars and training sessions particularly helpful for staying updated on new features and best practices.

One standout aspect is the proactive approach of their support team. They've reached out several times to ensure we're maximizing Close's potential for our business. While we've encountered a few minor bugs, the team has always been quick to address and resolve them.

Overall, Close's customer service and support have significantly contributed to our positive experience with the platform.

Analytics and Reporting Review

We've found Close's Analytics and Reporting functionality to be quite impressive. The platform offers a comprehensive set of tools that allow us to dive deep into our sales data. We appreciate the customizable dashboards, which provide a quick overview of key metrics at a glance.

The ability to create and save custom reports is particularly useful, enabling us to track specific KPIs relevant to our business. We've also found the pipeline analytics feature to be invaluable for identifying bottlenecks in our sales process.

One standout feature is the activity reporting, which helps us monitor team performance and productivity. However, we feel the export options could be more flexible.

Overall, Close's analytics capabilities have significantly improved our decision-making process and helped us optimize our sales strategies. While there's room for improvement, we're satisfied with the insights we've gained from this robust toolset.

Contact Management Review

We've been using Close's Contact Management feature for our sales team, and we're impressed with its efficiency. The ability to easily add, edit, and organize contacts has streamlined our workflow significantly. We appreciate the customizable fields that allow us to tailor information to our specific needs.

The search functionality is robust, making it simple to find contacts quickly. We find the automatic logging of communication history particularly useful, as it provides a comprehensive view of our interactions with each contact.

While the interface is generally intuitive, we did experience a slight learning curve with some of the more advanced features. However, the time invested in mastering these tools has paid off in improved productivity.

Overall, Close's Contact Management has enhanced our team's ability to nurture relationships and close deals more effectively.

Marketing Automation Review

We've been using Close's Marketing Automation features for our small business, and we're impressed with its capabilities. The email sequence builder is intuitive, allowing us to create targeted campaigns effortlessly. We appreciate the ability to segment our audience based on various criteria, ensuring our messages reach the right people at the right time.

The reporting tools provide valuable insights into our campaign performance, helping us refine our strategies. We've found the A/B testing feature particularly useful for optimizing our email content and subject lines.

While the automation features are robust, we did experience a slight learning curve initially. However, Close's customer support team was responsive and helped us navigate any challenges.

Overall, Close's Marketing Automation functionality has streamlined our outreach efforts and improved our engagement rates. It's a solid choice for businesses looking to enhance their marketing efficiency.

Sales Pipeline Management Review

We've been using Close's Sales Pipeline Management feature, and it's truly impressive. The intuitive interface makes tracking deals effortless, allowing our team to visualize progress at a glance. We appreciate the customizable pipeline stages, which align perfectly with our unique sales process.

The ability to drag and drop deals between stages streamlines our workflow, saving valuable time. We find the automatic activity logging particularly useful, as it ensures no crucial information falls through the cracks.

Close's reporting capabilities provide deep insights into our pipeline health, helping us identify bottlenecks and optimize our sales strategy. The integration with other Close features, like email tracking and calling, creates a seamless experience.

While the functionality is robust, we did experience a slight learning curve initially. However, the benefits far outweigh this minor inconvenience. Overall, Close's Sales Pipeline Management has significantly enhanced our sales process efficiency.

Basics

Contact Management store and organize customer contact information
Lead Management track and manage potential customer interactions
Task Management create, assign, and track tasks related to customers
Email Integration sync emails with customer records
Calendar Integration schedule and manage appointments with customers
Mobile App access crm data on mobile devices

Advanced

Sales Forecasting predict future sales based on current data
Workflow Automation automate repetitive tasks and processes
Reporting and Analytics generate insights from crm data
Marketing Automation automate marketing campaigns and track results
Social Media Integration monitor and engage with customers on social platforms
Quote and Proposal Management create and manage sales quotes and proposals

Support

Phone Support provide customer support via phone
Email Support offer customer support through email
Chat Support provide real-time support via chat
24/7 Support offer round-the-clock customer assistance
User Roles and Permissions manage access levels for different users
Onboarding and Training provide resources to help users learn the system

Technical

API Support allow integration with other software via api
Third-party Integrations connect with other business tools and services
Data Import/Export easily move data in and out of the crm
Customization Options tailor the crm to specific business needs
Security and Compliance ensure data protection and regulatory compliance
Documentation and Knowledge Base provide comprehensive guides and resources

Best for company size?

Small Business 9/10

Mid-sized Business 7/10

Large business 4/10

Industry Focus

Software and Technology 9/10

Professional Services 8/10

Financial Services 7/10

Healthcare 6/10

Manufacturing 5/10

Real Estate 5/10