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Close.io

Close.io Reviews and Cloudswave Rating

  • 94

    Cloudswave Score for Close.io

    Rating based on 65 Critic Reviews

    65 Favorable reviews
    100 %
    0 Mixed reviews
    0 %
    0 unfavorable reviews
    0 %
  • Communication made efficient

    After testing other CRMs, I was blown away by Close.io's clean, easy-to-use interface, communication tracking, and detailed reporting features. For a business that works with and analyzes data, the reporting features are by far, my favorite feature. Tracking communication with Close.io has made what was a very time-consuming process extremely efficient.

    Pros : ´?¢ Email tracking ´?¢ Clean, easy-to-use interface ´?¢ Detailed reporting with download to Excel or PNG option

    Cons : No real cons that I have seen! Things that I am hoping for in the future: automatic de-duping of contacts based on email and the ability to stop a bulk email mid-send (I'm sure there's a way, but I would appreciate an "Easy" button!).

    0 of 0 people found this review helpful

    Great usability and comprehensive feature set

    To us, Close.io provides exactly the right amount of features and customizability without being to complex. The Desktop App is very usable and responsive, which makes a big difference for sales agents who navigate the App 80% of their workdays.

    Pros : Close.io Workflows built from smart views are a super powerful tool to structure and automate the sales process without losing control and getting swamped with tasks.

    Cons : Bulk emailing unfortunately not part of the basic plan.

    0 of 0 people found this review helpful

    Close.io really helps to keep track of your deals.

    I've compared two Sales CRM, SalesforceIQ and Close.io. Although salesforceiq makes it really easy to create opportunities I find it much easier to follow up on opportunities within close.io. Overall for the long run close.io

    Pros : Sending emails from within the close.io app is easy, following up on opportunities is also easy. I my mind these are the most important tasks in a salesman day to day job. Information flow it ordered nicely within the opportunity. Overall great experience.

    Cons : I find the flexibility of customization a bit lacking. Would like to separate leads from accounts. And have a more visual view of opportunities funnel.

    0 of 0 people found this review helpful
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