Close

Avantages

Easy to use interface and very clean UI, amazing roadmap too, they do support under MS for startup program, this include call the customer features.

Inconvénients

Features sets are lacking, however they have a strong product roadmap, which helps to stick with the software

Avantages

no fluff. there are not 3 different places to log contacts/opps/accounts/leads it is all on one page. It is simple yet surprisingly powerful. Every one of my reps added can't get over how easy and fluid it makes their life.

Inconvénients

Dashboards are non existent. You will need to be comfortable with exporting/using zapier/or a few support partners to push your data into a visual appealing place

Avantages

What I liked about Close was the consolidation of tools into one CRM. The sales pipeline and lead management was incredibly intuitive and ready to jump into right out of the box.

Inconvénients

Phone features are underdeveloped or possibly intentionally barebone.

Alternatives envisagées 

Pourquoi choisir Close 

Logiciel antérieur 

Avantages

Close is really easy to get up and running and is simple to work with.

Inconvénients

The cost to go from the base plan to the next level that has several more features is a lot.

Avantages

I love the Smart Views which allow custom filtering and sorting of leads. This helps me quickly review different types of leads based on lead score, when I talked to them last, and when I need to follow up with them again.

Inconvénients

I wish basic text formatting was built into the note taking (especially bullet points). I understand with not going crazy with a WYSIWYG, but some simple formatting options would help for quicker note taking.

Avantages

It is a great CRM for marketing and sales agencies. I would recommend the software if you do a lot of outbound sales and need to assign tasks to team members.

Inconvénients

It is a little bit of a steep learning curve however once you get the gist of it everything becomes very easy.

Alternatives envisagées 

Pourquoi choisir Close 

Pourquoi passer à Close

Avantages

Platform is very easy to use and all employees just loved it the minute they tried it out. We all wonder why we didn't get this sooner. Close.com is also fun to use and everything is at your fingertips. Program works fast and makes the customer ticket system very efficient.

Inconvénients

No cons at all. I mean it. This program Rocks:)

Alternatives envisagées 

Pourquoi choisir Close 

Pourquoi passer à Close

Avantages

Easy setup, analytical and simple-to-understand dashboards, predictive dialer rocks, voicemail drops, call cadences, and email marketing tools are all available. I enjoy the Smart Views in Close function and the inbox tool, and I like the fluidity of the email follow-up. I feel so much better knowing that everything is in one place and that I can simply exchange information with my team; my customer service experience has also been excellent.

Inconvénients

I don't like how Close retrieves my planned send emails before they send; if I modify the email I'm scheduling, Close logs all versions. I also believe filters take time to get used to, and I'm not always sure I'm filtering correctly. I wish there was a one-stop video that answered all of your questions or walked you through the intricacies of Close.

Avantages

I like the sales forecasting features. In addition, with amazing CRM features and has handled email management features.
The call recording features has worked really well.

Inconvénients

I have nod had any bad experiences using Close

Avantages

Close's UI/UX make it super easy to navigate and manage day to day sales activities. We also use JustCall and the integration is super clean, making it easy to work from a single CRM with a phone plug-in

Inconvénients

I wish there was a better way to clean up data on a macro level

Avantages

Close is great if you're looking for a sales-focused CRM.

Inconvénients

Not much, there are a few features which seem to be missing but nothing major.

Avantages

Very clean UX/UI and easy to use and navigate, everything is sort of "on one page" so you don't really need to scour around or click on weirdly/technical verbiage-marked buttons.

Inconvénients

It's actually almost too simple to the point that it can begin to feel cluttered. You can too easily create multiple entries because of how the integrations are set up, so it's not always clear what the "right" profile is. Similarly, there's very little tracking of progression, it's quite rudimentary in that sense.

Avantages

Their contact management module is very well built. Email and event tracking are efficient.

Inconvénients

The app lacks field customization for extra lead/deal data for reports, I found their integrations really limited (you can connect with Zapier but still has some limitations). Your tasks do not have a specific section or dashboard and you can easily lose track of the daily pending tasks.

Avantages

I have used close for more than 12 months and I can say that this is the best CRM for startups, I have used it mainly for sending email campaigns and lead management. it has a very simple interface and is easy to use.
Previously we were using a different CRM where you are able to send mail only but not able to see those email responses, you will have to check your email for that but in Close CRM we can send mail and also see if we have any responses.
Managing leads are also easy, either we can bulk import it as a CSV file or we can manually add it so it was very easy to manage the leads and contacts in close CRM.

Inconvénients

Close is very expensive so it was very hard to pay for small startups. Lead management and email campaign were good but apart from that we have not used anything else so for us it was very expensive.

Avantages

I like that you are able to track all forms of communication with a potential business. You can crack phone calls, notes, text messages all in the order that you had the conversation with your business. I also like that you are allowed to send text messages to business if they are hard to get a hold of via phone call.

Inconvénients

I think that they could have better integration with other platforms. Our support team uses fresh desk and fresh chat as their source of emails and chats and with no integration it makes it hard for the support person to see the conversation that goes on between the sale person and the customer without having close.io open.

Avantages

Kept all communication and information for a given account/lead visible on one page. Made it very easy to navigate and get an idea of everything surrounding a given lead quickly.

- Perfect for high volume telesales
- Reporting and lead management was great
- Filtering lists made it easy
-Phone and text worked great

Inconvénients

The way things were set up, it made it difficult to manage Parent Child orgs for our Enterprise department. Less ability for customization and integrations.

- We had a few problems with customer support/account manager getting back to us a few times.
(Our account maxed out on calls and we needed to add more several times, but this took a while to flesh out and it completely shut our sales department down a couple times. This happened a few times and we wanted to set things up so it would have added time to our account before we ran out. This should have been addressed so it did not happen and never was.)

Avantages

Close integrates all of our customer communication into one place to make it really easy to use. Because it integrates with calling and email, most communication gets automatically logged so there isn't that annoying extra step. And because we're already in it while interacting with customers, adding notes is natural. The result is a CRM system that is up to date and gets used.

Inconvénients

I'd like prettier reporting. The reporting screen basically counts and filters to give a table of results. I would love to have this visualize pipelines and allow us to drill down on results in a more visual way.

Avantages

I really like the ease of use and graphical interface. I also love that I'm able to dial straight from the platform and the templating system is fairly easy to use as well.

Inconvénients

Contact and lead management could be slightly improved. Unmerging leads is not possible from what I can understand so be careful not to merge the wrong leads. Also if your working specific verticals, it's nice to be able to port a contact from one lead to another should they have switched companies but that's not a possibility either.

Avantages

I love that I can make phone calls out of Close.io using my contact information for any given prospect. It integrates with my email system and captures all my outbound and inbound email traffic and keeps a record of it. The UI is also simple and the sales workflow is better streamlined then saleforce.com in my opinion. I wasn't a fan in the beginning, but after about 2 weeks I loved it's functionality and ease of use.

Inconvénients

It took me a while to get adjusted to their process methodology and in the beginning found it cumbersome and clunky.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

Integrates into other platforms easily. Great to use

Inconvénients

Not so user-friendly. UI & UX could be better

Avantages

I like the cost above all else. We used a more expensive CRM for a while and were thrilled to find out about Close.io and its low price in comparison. The platform is also a lot simpler to use than other popular CRMs like SalesForce and Dynamics.

Inconvénients

There isn't much to dislike about the platform. There could be some additional features to make activities simpler but that's not really anything against the platform, in my opinion.

Avantages

Close.io is every sales teams dream! Its super simple but extremely powerful! It has everything you need to effectively close deals daily and keeps you on track with very little effort.

Inconvénients

I wish there was a two record type Leads and Accounts. There is a work around but my personal preference is a clear distinction between leads and accounts.