Avaliações do Close

Classificação geral
Filtrar por
Porte da empresa
Tempo utilizado
161 avaliações

- Setor: Software
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 8.0 /10
Great Sales Tracking Management
Avaliado em 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.
Vantagens
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.
Desvantagens
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.

- Setor: Publicidade e marketing
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante 1 a 5 meses
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 6.0 /10
A solid CRM but not close to the being the best for sales reps.
Avaliado em 11/04/2021
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.
Vantagens
I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid.
Desvantagens
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.
- Setor: Software
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 6.0 /10
Good For A Small Sales Team, in The Early Days
Avaliado em 07/03/2019
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.
Vantagens
- 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
Desvantagens
- 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

- Setor: Transporte rodoviário e ferroviário
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Works as promised
Avaliado em 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.
Vantagens
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.
Desvantagens
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.
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
Has worked really well
Avaliado em 27/01/2016
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).
Vantagens
Fast and easy to set up. Great customer service. Transparent costs.
Desvantagens
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.

- Setor: Seguros
- Porte da empresa: Profissional autônomo
- Usado Diariamente durante Avaliação gratuita
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 0.0 /10
A Waste!!
Avaliado em 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.
Vantagens
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!
Desvantagens
The joke they call "customer service/tech support". It's an extortion scheme!
- Porte da empresa: 11–50 funcionários
-
Fonte da avaliação
Classificação geral
Excellent - Would recommend to anyone building a sales team
Avaliado em 09/03/2015
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.
Vantagens
History of interaction with customer, one touch communication, live help chat
Desvantagens
Managing inbound emails and email templates

- Setor: Software
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
Great solution for medium sales teams
Avaliado em 14/06/2018
Vantagens
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.
Desvantagens
This is not really needed when you have just a couple of salespersons and price starting from per mo is really high.

- Setor: Serviços financeiros
- Porte da empresa: 2–10 funcionários
- Usado Semanal durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Probabilidade de recomendação 10.0 /10
Turns you into a selling machine
Avaliado em 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.
Vantagens
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.
Desvantagens
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.

- Setor: Software
- Porte da empresa: 2–10 funcionários
- Usado Diariamente durante 1 a 5 meses
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Probabilidade de recomendação 8.0 /10
Great Beginner CRM Tool
Avaliado em 23/09/2020
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
Vantagens
- 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
Desvantagens
- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this
- hard to tell when prospect opened email
Razões para escolher o Close
Email inbox management in CloseSoftware anterior
HubSpot Sales Hub- Setor: E-Learning
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
User friendly
Avaliado em 30/08/2023
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
Vantagens
I like how organized close is. And How efficient it is when sending quick texts
Desvantagens
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
Resposta do Elastic
Thank you for reviewing Close, Chase!
- Setor: Software
- Porte da empresa: 2–10 funcionários
- Usado Semanal durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Probabilidade de recomendação 7.0 /10
Great Software for Outbounding
Avaliado em 07/02/2023
Vantagens
- Connected email - Sequences are easy to design on multiple channels - Very customizable and dynamic copy in sequences
Desvantagens
- Email inboxes get disconnected from gmail occasionally - Some customizations, which are nice, make it a little complicated
Alternativas consideradas
Pipedrive- Setor: Imobiliárias
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 6.0 /10
Paltry Notifications in Messages
Avaliado em 22/06/2022
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.
Vantagens
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.
Desvantagens
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.
- Setor: Telecomunicações
- Porte da empresa: 51–200 funcionários
- Usado Diariamente durante 6 a 12 meses
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 7.0 /10
Good CRM but could improve reports and analytics.
Avaliado em 11/07/2022
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!
Vantagens
Its pretty good to follow up, increase sales (productivity), email or chat are pretty solid tools to development a good business relationship.
Desvantagens
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.
- Setor: Publicidade e marketing
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante 1 a 5 meses
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 0.0 /10
AWEFUL EXPERIENCE! BUSINESS OWNERS - BE AWARE!
Avaliado em 23/06/2021
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.
Vantagens
Looking back - nothing honestly.
We wish we would've never heard of them.
Desvantagens
Close.com BROKE our agreement and KILLED our company.
- Setor: Alimentação e bebidas
- Porte da empresa: 2–10 funcionários
- Usado Diariamente durante 6 a 12 meses
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Great for Team Alignment
Avaliado em 02/11/2016
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.
Vantagens
Flexible - easily tweaked
Not overkill
Desvantagens
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.
- Setor: Pesquisa de mercado
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante 6 a 12 meses
-
Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 7.0 /10
Top notch software for email marketing and CRM
Avaliado em 16/11/2022
Vantagens
Email marketing via sequences, built-in caller, and CRM
Desvantagens
On the Expensive side. It'd be great if they can provide discounts for startups
- Setor: Software
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante 6 a 12 meses
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Great CRM that understands its user
Avaliado em 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.
Vantagens
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.
Desvantagens
The user interface of the emails could be smarter and give a better oversight!
- Setor: Publicidade e marketing
- Porte da empresa: 51–200 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 9.0 /10
Close helps you close.
Avaliado em 16/07/2019
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.
Vantagens
-Easy for the team to use.
-Calling system is great
-Fast customer Service.
-Call recording is fantastic.
-Easy onboarding
Desvantagens
-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.
- Setor: Software
- Porte da empresa: 11–50 funcionários
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 8.0 /10
A straightforward email tool for sales teams
Avaliado em 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.
Vantagens
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.
Desvantagens
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.
- Setor: Software
- Usado Diariamente durante Mais de um ano
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
A must-have for sales
Avaliado em 18/03/2018
Vantagens
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
Desvantagens
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.
- Setor: Imobiliárias
- Porte da empresa: 51–200 funcionários
- Usado Mensal durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Praticidade
- Probabilidade de recomendação 7.0 /10
Close
Avaliado em 19/05/2022
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.
Vantagens
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.
Desvantagens
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.
- Setor: Software
- Porte da empresa: 201–500 funcionários
- Usado Diariamente durante Mais de dois anos
-
Fonte da avaliação
Classificação geral
- Relação qualidade/preço
- Praticidade
- Suporte ao cliente
- Probabilidade de recomendação 10.0 /10
Far Superior to Salesforce
Avaliado em 04/06/2019
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.
Vantagens
Extremely intuitive, clean and smooth. Intelligently designed and sets you and your employees up with a great work flow to stay organized
Desvantagens
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.
- Porte da empresa: 2–10 funcionários
-
Fonte da avaliação
Classificação geral
Best Sales Productivity App
Avaliado em 17/03/2015
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.
Vantagens
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.
Desvantagens
The only thing I might want more of, is more details analytics so we could go deeper as it pertains to metrics.
- Setor: Filantropia
-
Fonte da avaliação
Classificação geral
Best CRM for salespeople ever...
Avaliado em 15/05/2015
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.
Vantagens
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
Desvantagens
I didn't have the option to use Close.io decades ago... we would have crushed a mountain of sales with monotonous regularity