Close.io is a specialized sales CRM tool. It provides users with an integrated dashboard where they can manage all their activities such as call opportunity and pipeline tracking, task management, lead follow-ups and reminders, as well as business reports creation. We compiled Close.io reviews from around the web and found that it has mainly positive ratings. We also shared its available pricing options.
Summary of Close.io User Reviews
What Close.io does well:
Users who recommended Close.io said that the app is clean, intuitive, and is aesthetically pleasing. They also said that it is very simple to use and is efficient in keeping them on track with their various sales activities. Great customer service was also cited.
What Close.io does not do well:
Users who gave Close.io negative reviews said that some integrations done through Zapier are not seamless. It is notable, however, that negative reviews were rare and users really like the product in general.
Most Helpful Positive User Review:
A user who left a positive review of Close.io on G2 Crowd said that it is easy to use, has a very clean design, and has a great and smart layout. He shared that he was able to get it up and running quickly and that the webinars are very helpful in providing self-support for new users. He also said that it organizes his inbox according to importance, which prevents him from missing any important items and tasks.
Most Helpful Negative User Review:
A user who left a negative review of Close.io on G2 Crowd said that the system’s keyboard shortcuts can be improved. He also wishes for better and more seamless integrations with third party apps through Zapier.
Close.io has three pricing options. When billed monthly, the Basic plan costs $65, the Professional plan costs $110, and the Business plan costs $165. The main difference between the plans is access to premium features such as bulk email sending, call tracking, and having a customized phone number. New users are entitled to a 14-day free trial.
Check out the list below of some of Close.io’s features.
- Contact Management: lets users organize a directory of all their business contacts, including their profiles and contact information.
- Leads and Opportunities Management: enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Sales Reporting and Forecasting: lets users analyze and predict sales growth within an identified timeframe based on their average business performance.
- Task Management: allows users to track the progress of their various tasks and projects.
- Third Party Integrations: Lets users seamlessly integrate other apps they use such as marketing automation, ecommerce, file management, social media, among others.
Useful Close.io Resources
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Close.io Overview Video
This video provides an overview on how Close.io can help users improve their relationships with their customers using its different functionalities.
When choosing a CRM, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Close.io’s popular integrations.