Close

4,7 (161)
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Calificación general

4,7 /5
(161)
Relación calidad-precio
4,4/5
Funcionalidades
4,3/5
Facilidad de uso
4,6/5
Asistencia al cliente
4,6/5

96%
de los usuarios recomienda esta aplicación
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161 opiniones

Jordan
Jordan
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Great Sales Tracking Management

Revisado el 14/12/2018

Close.io is great for tracking leads and customer bases and the communication timeline as well.

Close.io is great for tracking leads and customer bases and the communication timeline as well.

Puntos a favor

My favorite thing about Close.io is the ability to add custom fields that help with reporting and overall ease of use. Also being able to call directly from the software and have the calls recorded and task creations are very simple.

Desventajas

The user interface could use some improvement. The flow of things can sometimes get a little chaotic so creates extra time to learn the system.

Elias
Elias
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

A solid CRM but not close to the being the best for sales reps.

Revisado el 11/4/2021

Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its...

Close is not a bad CRM at all. It is a solid contender and helped me be more productive with its management and workflows. The only issue with it is that it ain't that easy to get used to when it comes to the customizations.

Puntos a favor

I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid.

Desventajas

Smartviews even tho it is one of the main features is not that easy to customize or get used to if this is your first CRM. There are better solutions that make this type of customization easier.

Usuario verificado
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Good For A Small Sales Team, in The Early Days

Revisado el 7/3/2019

On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's...

On a larger scale, Close becomes really impractical. Sales agents lose track of contacts, there's no meaningful data analysis that can be done because of a lack of tagging and order. It's a good package to start out with, but I find that companies move along quickly for more powerful and useful products.

Puntos a favor

- really easy to use
- stripped down to the bare minimum, not many tabs for the sales team to navigate
- new email chain function is impractical as it's a manual task to set up for so few sales contacts
- customer support a few years ago was bad but has improved greatly
- price

Desventajas

- hard to extract data in a meaningful way. The search functionality is quite rudimentary
- data analysis is barely existent
- insufficient tagging
- feels like a doctored spreadsheet with nicer formatting but less usability

Samantha
Samantha
Calificación general
  • Sector: Transporte/transporte en camión/ferrocarril
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Works as promised

Revisado el 11/12/2018

Close has been great and their customer support is really awesome.

Close has been great and their customer support is really awesome.

Puntos a favor

Close is an easy way to keep track of leads and customers alike. We can set tasks, see who is calling, and have visibility to communication the client has had with other people in the company.

Desventajas

I really don’t have many complaints. One tiny nitpicky thing: the icon in my tool bar continues to bounce even after someone else has answered a call. It can get confusing.

Martin
Martin
Calificación general
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Has worked really well

Revisado el 27/1/2016

We run an online insurance comparison site in Colombia. We generate leads through our website that...

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).

Puntos a favor

Fast and easy to set up. Great customer service. Transparent costs.

Desventajas

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.

Tedi
Tedi
Calificación general
  • Sector: Seguros
  • Tamaño de la empresa: Trabajador autónomo
  • Software usado A diario durante Prueba gratis
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

A Waste!!

Revisado el 19/12/2018

Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific...

Horrific. I am here to warn others. Do NOT get yourself wrapped up with them. It is a horrific experience! They are there for one purpose and one purpose alone: to extort you, in any way they can find, for your credit card. They don't even hide it.

Puntos a favor

This software was a colossal waste!! DO NOT waste your time or money!! I used this software for less than a week before they were snooping around dictating my business practices and interrupting my business transactions. I am absolutely disgusted by this service. I tried to get get a hold of the sales rep 5 (FIVE) times and each and every time it goes to voicemail. They don't work weekends and wont answer you on weekends, so don't bother. They will email you a week later and if there are technical difficulties, they absolutely will not talk to you in a timely manner, they will just shut your acount down. THEN they tried to extort me for my credit card in reward for their terrible sales and joke in the form of what they call "tech support/customer service". Ridiculous! I lost so much money dealing with them! It was a horrific experience!

Desventajas

The joke they call "customer service/tech support". It's an extortion scheme!

Justin
Justin
Calificación general
  • Tamaño de la empresa: 11-50 empleados
  • Fuente de la opinión

Calificación general

Excellent - Would recommend to anyone building a sales team

Revisado el 9/3/2015

I have tried out a handful of CRMs, and they all have their pros and cons. I've found Close.io to...

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.

Puntos a favor

History of interaction with customer, one touch communication, live help chat

Desventajas

Managing inbound emails and email templates

Yevgeniy
Yevgeniy
Calificación general
  • Sector: Software informático
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente

Great solution for medium sales teams

Revisado el 14/6/2018

Puntos a favor

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.

Desventajas

This is not really needed when you have just a couple of salespersons and price starting from per mo is really high.

Josh
Josh
Calificación general
  • Sector: Servicios financieros
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Semanalmente durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

Turns you into a selling machine

Revisado el 18/10/2018

Once you catch the vision for Close.io, it doubles your productivity in sales.

Once you catch the vision for Close.io, it doubles your productivity in sales.

Puntos a favor

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.

Desventajas

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.

Akshay
Akshay
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

Great Beginner CRM Tool

Revisado el 23/9/2020

Great tool overall to get started for a founder with little sales experience

Great tool overall to get started for a founder with little sales experience

Puntos a favor

- 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

Desventajas

- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this
- hard to tell when prospect opened email

Alternativas consideradas

Streak, Pipedrive y Salesforce Sales Cloud

Razones para elegir Close

Email inbox management in Close

Software anterior

HubSpot Sales Hub
Chase
Calificación general
  • Sector: Aprendizaje en línea
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

User friendly

Revisado el 30/8/2023

Close has made my day to day task easier than ever and allowed me to be efficient with clients

Close has made my day to day task easier than ever and allowed me to be efficient with clients

Puntos a favor

I like how organized close is. And How efficient it is when sending quick texts

Desventajas

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

Respuesta de Elastic

Thank you for reviewing Close, Chase!

Scott
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 2-10 empleados
  • Software usado Semanalmente durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Probabilidad de recomendación 7.0 /10

Great Software for Outbounding

Revisado el 7/2/2023

Puntos a favor

- Connected email - Sequences are easy to design on multiple channels - Very customizable and dynamic copy in sequences

Desventajas

- Email inboxes get disconnected from gmail occasionally - Some customizations, which are nice, make it a little complicated

Alternativas consideradas

Pipedrive
Lamar
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Paltry Notifications in Messages

Revisado el 22/6/2022

Great experience generally, just hate when I'm really into a task and then I forget about checking...

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.

Puntos a favor

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.

Desventajas

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.

Usuario verificado
Calificación general
  • Sector: Telecomunicaciones
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 7.0 /10

Good CRM but could improve reports and analytics.

Revisado el 11/7/2022

Pretty good and solid to help increase sales with some insteresting features and good interface and...

Pretty good and solid to help increase sales with some insteresting features and good interface and friendly, could be better in reports!

Puntos a favor

Its pretty good to follow up, increase sales (productivity), email or chat are pretty solid tools to development a good business relationship.

Desventajas

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.

Nadav
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 1-5 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 0.0 /10

AWEFUL EXPERIENCE! BUSINESS OWNERS - BE AWARE!

Revisado el 23/6/2021

Close.com BROKE our agreement and KILLED our company.

We partnered with close.com and after long...

Close.com BROKE our agreement and KILLED our company.

We partnered with close.com and after long meetings with their sales and customer success teams, we agreed to collaborate after getting a written agreement for our needs and future use of their system.
We built an entire infrastructure supported by their system after working with them for few months and paying them over $20,000 knowing it's an investment and it will be worth the money on the long-range.

We made sure to add in our agreement all of the potential problems and insisted that if there will be any problem - close will contact us for our immediate care and fix, as we want to keep a good relationship with them.

After 4 months, just 2 days after another payment of over $5,000 from us, we received a cold email from the customer success manager, quoting an email of [SENSITIVE CONTENT] saying they won't work with us anymore and suspend our account in 40 days. NON-NEGOTIABLE.
The stated reasons were ones we never heard of before from the close.com team and never knew they could cause any issue (if we've known, we would've taken care of them immediately).
No prior warning, no apology, no discussion, and not even a meeting explaining the situation.
Just a "non-negotiable" cold email.

We spend those months we worked with Close.com HUGE amount of development and employee resources to fit our system to Close's while planning to launch a new product, and just a few days before our launch we received this awful email.

Puntos a favor

Looking back - nothing honestly.
We wish we would've never heard of them.

Desventajas

Close.com BROKE our agreement and KILLED our company.

Usuario verificado
Calificación general
  • Sector: Alimentación y bebidas
  • Tamaño de la empresa: 2-10 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great for Team Alignment

Revisado el 2/11/2016

We're not the "target market" for most of the sales management solutions out there. We just needed...

We're not the "target market" for most of the sales management solutions out there. We just needed something that could let us keep track of key accounts easily, give us a snapshot, and keep everyone on the same page..... and specifically me as a CEO to be able to bullshit check what the sales people are saying is the status of accounts (because now I can read all the emails and notes related to the account). Priceless.

We liked it so much, that we started another "organization" to keep track of our Series A fundraising... so we know where every investor is in the process, who has gotten what info, etc.

Puntos a favor

Flexible - easily tweaked
Not overkill

Desventajas

No mobile interface - nobody in our company sits at a desk and "does sales"... we are all on the road on jumping meeting to meeting, so it would have been awesome to have an app version or a more user friendly mobile version.

Usuario verificado
Calificación general
  • Sector: Estudios de mercado
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 7.0 /10

Top notch software for email marketing and CRM

Revisado el 16/11/2022

Puntos a favor

Email marketing via sequences, built-in caller, and CRM

Desventajas

On the Expensive side. It'd be great if they can provide discounts for startups

Usuario verificado
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great CRM that understands its user

Revisado el 31/10/2018

I would advise this product to anyone, the pricing is correct, the product is great and does not...

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.

Puntos a favor

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.

Desventajas

The user interface of the emails could be smarter and give a better oversight!

Tayler
Calificación general
  • Sector: Marketing y publicidad
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Close helps you close.

Revisado el 16/7/2019

The sales team uses close everyday. It has helped us stay organized, keep customer data up to date...

The sales team uses close everyday. It has helped us stay organized, keep customer data up to date and stay on top of opportunities.

Puntos a favor

-Easy for the team to use.
-Calling system is great
-Fast customer Service.
-Call recording is fantastic.
-Easy onboarding

Desventajas

-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.

Ben
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 8.0 /10

A straightforward email tool for sales teams

Revisado el 18/10/2022

Close is a fantastic email tool that I would find hard to get rid of.

Close is a fantastic email tool that I would find hard to get rid of.

Puntos a favor

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.

Desventajas

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.

Usuario verificado
Calificación general
  • Sector: Software informático
  • Software usado A diario durante Más de un año
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

A must-have for sales

Revisado el 18/3/2018

Puntos a favor

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

Desventajas

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.

Stephanie
Stephanie
Calificación general
  • Sector: Propiedad inmobiliaria
  • Tamaño de la empresa: 51-200 empleados
  • Software usado Mensualmente durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 7.0 /10

Close

Revisado el 19/5/2022

This is a simple, easy to use platform that manages leads and calls, making it easy to monitor with...

This is a simple, easy to use platform that manages leads and calls, making it easy to monitor with call recording/listening, as well.

Puntos a favor

Easy to record calls as well as listen in on or join calls – can easily talk only to the customer service agent so the customer can't hear, as well. Calls are saved and appointments that are made/messages are easy to find and see.

Desventajas

There isn't a feature available (yet) to be able to schedule emails to go out, which would be helpful with appointment setting and lead management.

Bronne
Calificación general
  • Sector: Software informático
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la opinión

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Far Superior to Salesforce

Revisado el 4/6/2019

I just want anyone reading this to know that I went from using Close to using Salesforce. Originally...

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.

Puntos a favor

Extremely intuitive, clean and smooth. Intelligently designed and sets you and your employees up with a great work flow to stay organized

Desventajas

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.

Paul
Paul
Calificación general
  • Tamaño de la empresa: 2-10 empleados
  • Fuente de la opinión

Calificación general

Best Sales Productivity App

Revisado el 17/3/2015

We were looking for a CRM that could be adopted easily by our sales team, and that could improve...

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.

Puntos a favor

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.

Desventajas

The only thing I might want more of, is more details analytics so we could go deeper as it pertains to metrics.

Rob
Rob
Calificación general
  • Sector: Filantropía
  • Fuente de la opinión

Calificación general

Best CRM for salespeople ever...

Revisado el 15/5/2015

I've worked with CRMs since the 80s and Close.io is the best one by far. I'm speaking from the...

I've worked with CRMs since the 80s and Close.io is the best one by far. I'm speaking from the perspective of managing sales teams on it, as well as cold calling myself.

A HUGE IMPROVEMENT over many of the current market leaders and older, legacy systems.

Puntos a favor

Intuitive
Easy to use
Immediately operational
Scalable from a lone wolf to any size team of salespeople
Ideal for startups and any companies seeking to powerfully focus their energy on closing more sales... everything you need is there to close, close, close
Great customer support, fantastic response time and a broad array of resources from the company at every level

Desventajas

I didn't have the option to use Close.io decades ago... we would have crushed a mountain of sales with monotonous regularity