Pros from reviewers

• Rich features and customization options: Close.io offers a wide range of features and customization options, making it ideal for individual users and not just sales teams. It allows for easy integration with domain name emails and importing contacts from Gmail

• Impressive search function: The search function in Close.io is highly efficient, allowing users to locate a funding agency by simply inputting a client's name

• Ability to add a phone line and send bulk emails: Close.io offers unexpected features such as the ability to add a phone line and send bulk emails, which are not commonly found in other CRMs

• Multi-touch marketing campaigns: Close.io allows users to create multi-touch marketing campaigns using the call cadence function, which automates emails, calls, and activities, giving users a competitive edge in closing business

• Excellent customer service: Users have reported excellent customer service experiences with Close.io, which is always a significant advantage in any software.

Cons from reviewers

• Limited data analysis capabilities: Despite its impressive search function, Close.io lacks in-depth data analysis tools, making it difficult for users to extract meaningful insights from their data

• Inefficient email chain function: The email chain feature requires manual setup for each sales contact, which can be time-consuming and impractical for larger sales teams

• Basic analytics on emails: Users have reported difficulty understanding the analytics on emails, such as open rates and campaigns, leading some to rely on other tools for these insights

• Expensive for budget-conscious teams: While Close.io offers a range of features, its cost may be prohibitive for smaller or budget-conscious teams

• Cluttered user interface: Despite its clean UX/UI, the simplicity of Close.io can sometimes lead to clutter, making it easy to create multiple entries and making it unclear which is the right profile.