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- Secteur d'activité : Assurance
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Great CRM
Effective communication lies at the heart of successful sales endeavors. Close CRM offers a seamless platform for communication through various channels, including email, calls, and SMS.
Avantages
Close CRM's user interface is a testament to user-centric design. Navigating through the platform is effortless, enabling sales teams to focus on what truly matters
Inconvénients
I do just wish that there was more of a build in terms of on going policy management through the CRM
Réponse de Elastic
Thanks for reviewing Close, Justin!
- Secteur d'activité : E-learning
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
User friendly
Close has made my day to day task easier than ever and allowed me to be efficient with clients
Avantages
I like how organized close is. And How efficient it is when sending quick texts
Inconvénients
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
Réponse de Elastic
Thank you for reviewing Close, Chase!
- Secteur d'activité : Recrutement
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Perfect Apllication
I am a recent user but I found it as a super interactive application and easy to manage it
Avantages
Very simple and fast. It is a light application
Inconvénients
Right at this moment I still have found nothing bad to say about it
Réponse de Elastic
We appreciate your review of Close, João!
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 51–200 employés
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Provenance de l'avis
Highly Recommend It
I can tell you that I have used over 20 different CRM systems over the past 10 years. We do a tone of cold calling and we need to just blaze through calls fast and I never could find CRM that allowed us to do this. I was so frustrated that I needed up even creating our own CRM just to do this very thing. I can’t tell you how much money I spent in development of our CRM to make a product that blazes through calls fast. We used that for about a year or two then I stumbled on because our in-house custom CRM was having problems and we didn't have the resources to fix it so I figured I would try again. I cannot tell you how incredibly excited I am about how amazing Stop logging calls and emails and start making them instead. truly is. This CRM is unlike any product on the market it is exactly what we wanted our in-house product to be and more. It’s so awesome we scrapped our in house product and started exclusively using Stop logging calls and emails and start making them instead.. You do not truly have an appreciation for “next gen” this thing really is, there is literally nothing like it on the market and honestly I’m a bit shocked no one seems to get the amazing this thing is. This is a pure sales communication tool that cuts out all the BS of a CRM and is a real actual tool that a sales person can use to increase their sales and not just some data collection thing that salespeople are forced to you. If you actually give a go and start using it you’ll never want to use anything else if you do cold calling. The thing seamlessly interfaces all your calls AND even all your emails! You no longer need to be jumping in and out of outlook, you don’t need to check your outlook or Gmail calendar, and you don’t need to do anything except pull up the Stop logging calls and emails and start making them instead. and do the stuff in your inbox and make money. It pulls in not only your tasks, and follow up meetings but it also syncs your emails and voicemail sand phone calls. It takes every single bit of communication you do and puts it in one quick “to do list” automatically with ZERO data entry. It’s blazing fast and it just works. The voicemail drop thing is really dope, I can’t tell you how many times a day I find myself having to leave voice mails for people, they have this thing that you hit a button and it automatically leaves a voicemail so you can go to the next call, just amazing in terms of productivity.
Avantages
There are too many to list – If you do cold calls this is a no brainier, you need to buy it today! It support The best apps. Better together. as well which means it hooks into hundreds of other marketing tools also. Their support is second to none, these guys seems to be hustling hard with support, product development and just providing a kick ass experience for their customers. I recommend this product.
Inconvénients
This thing is EXPENSIVE.. but the truth is you get what you pay for and you geta lot. Your paying for the best and it has a price tag which clearly says it’s the best because it’s more than double the cost of other competitive products. The downside is though I have 3 team members and I’m paying close $300 to $400 a month for 3 people that’s crazy considering there are other products that do VoIp with Twillio for less than $10 a user. So I went from paying $50 a month for CRM and $80 for Twillio VoIP($180) to $300 a month. So my prices doubled, which sucked however after using this product it is worth the extra price but if they raise the prices anymore that is just pushing because it really his priced rather high for the market it’s in. Even the enterprise “SForce” CRMs are not as expensive as that (course those CRMssuck compared to this when it comes to cold calling). The problem is I can’t easily scale with it. So I’ll be stuck with a 3 users fora while where if they had it at a lower price point I would buy a license fore very one of my staff but since it’s so expensive I can’t justify it for anyone but my sales people. I think they are missing out on revenue by not having license does not have the VoIP stuff for like $5 a user so my support team could use it without VoIP and be on par with other CRM price
points. It’s clear though this is a nitch product for telephone sales teams.
SO that being said if you do not do a lot of phone sales then this product is probably overkill for you and there are many others that are more of “client manager”type of product where this bad boy is a pure sales beast and nothing else.. It will help increase your sales without a doubt! In terms of client management and being asingle point for all customer data it does the job but it does not really do that any better than other products out on the market for half its cost. It’s really the phone cold calling stuff is what makes it so awesome so if any other CRM companies ever figure this out and try to clone/copy it they will have some real competition but so far there is nothing like it and I would buy all over again! Also I really never write reviews either so the fact I’m even doing this speaks to much this thing rocks!
- Taille de l'entreprise : 2–10 employés
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Provenance de l'avis
It's like magic
We have a startup focused in ticket sales for events in Mexico. We were looking for in-depth data of our salesmen and to make easier for them to keep track of their clients by client type. We used a CRM (highrise), but the data it gave us was no longer enough to know more about whether the size and type of clients - and opportunities - our sales team were generating was the right kind given our current strategy.
We initially requested a trial by importing a subset of random data of our former CRM but we felt this was not useful, because not all of those imported leads were relevant to us at the moment. When support from close.io gave us the option to extend our trial period, we deleted all of the previous leads and instead started adding new leads into the platform. That's when we notice the main strong point of close.io: by adding our first lead's email, within seconds we had a full history of each email we exchanged in the past. The desktop app works like a charm. Also, when you have a small sales team like ours, it's great to add a lead and check if one of your teammates already make a contact. Finally, it's amazing how easy is to categorize leads, we even use it to keep track of investors, allies and competitors.
The call feature is also a huge breath of fresh air into a follow-up process. The fact you can make calls straight from the app, that those calls get recorded and also get tracked into a lead's history ensures automatic track of almost every kind of interaction with a lead. In our case, although we tried it and it worked great, we won't make use of it because our small office space forces us to do calls by getting outside the office, and given our internet connection is not that solid we will keep making calls the way we are right now and evaluate a full switch later.
In a few words: if you have a small sales team and you want to make them doing more closing and less data insertion into follow-up tools, consider switching to close.io
Avantages
The email auto-tracking is by far the the tool of close.io. The fact you can create a lead and it automatically brings all of the history of emails you exchanged with them gives a lot more insight and visibility into salesman follow-up performance. Also, the call feature; if you have a strong internet connection, and especially if you're a startup and your salespeople is constantly on the run. Support also responds very quickly to feedback, which made a lot easier the switch from our former CRM.
Inconvénients
For our business, it´s very important to do bulk imports. However, the tool does not let you to opt out of duplicating leads, which makes us take longer to "curate" each file we want to import.
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Provenance de l'avis
Best CRM for managing relationships
Love how simple Close.IO is. There's one list of contacts , and then an infinite ways of segmenting the data after that in powerful ways. It's a very powerful concept, and they do it in a way that makes it super easy to manage lists of leads/clients/whatever, and to help make sure you're on top of it. They do this, however, in my opinion, by sacrificing features available in other top CRMs, some that seem like they should just be there. For us it has been worthwhile nonetheless.
Avantages
By far the easiest and most intuitive way to manage relationships that I've come across. If it's a big struggle for you to have a bunch of lists of leads, and with your limited time you struggle to stay on top of each and every one of them, then Close.IO is awesome. It has helped us make sure none fall through the cracks, and does that in a way where I don't have to think about it. It just lets me know. Integration through Zapier also brings it to another level of automating workflows.
Inconvénients
It's missing some features that other CRMs have, especially for the price. Although the 'smart views' (how you segment the contacts into different lists) is really really awesome and VERY powerful, there are some limitations that sound like should be there but are just missing (e.g. having different default columns per 'smart view', which sounds like a given to me since someone cares about different data depending on if the contact is a cold lead, qualified lead, or client). Instead now I have a bunch of columns that some people within my company don't care about but are just confusing to them.
Also, you have to get the pro/business to get several features that I initially expected would be part of the main one, e.g. there's not a single report that can draw a graph to visually get at-a-glance info of any kind in the basic version. They also don't post their roadmap openly, so I have no idea what features will be coming.
So in this respect it feels slightly like an incomplete product, but as mentioned, worth it for how incredibly well they execute the main function we need it for (effectively managing relationships/lists of contacts for both sales and client relationships).
- Secteur d'activité : Immobilier
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Paltry Notifications in Messages
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.
Avantages
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.
Inconvénients
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.
- Secteur d'activité : E-learning
- Taille de l'entreprise : Auto-entrepreneur
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Provenance de l'avis
Close.io for therapists, tutors and coaches
I have been looking at various CRM's for my private practice. I provide online therapy for speech, language and learning. Close.io impressed me with its rich features and customizations. I loved the fact that Close.io works perfectly for one person. So many of the other CRMs are for sales teams.
Avantages
Everything functioned flawlessly on the first try. I was able to set it up to use my domain name email. I imported all my contacts from Gmail. I could add customizations that would make it easy to keep track of my clients.
The search function knocked my socks off! I couldn't remember the name of a certain funding agency. Just by entering the client's name, it gave me the funding agency.
Close.io was created for people trying to make an initial sale. I keep my clients three or four years and they often need a break from therapy for a few months. It was easy for me to give clients a status, such as "paused" or "completed goals".
I was able to collect leads from my Wordpress website using Planso Forms. These create a new lead in Close.io.
The options to add a phone line and bulk email surprised me. I haven't seen this in any other CRMs. I can create email templates and send out messages to groups of people using my domain name email. The messages are plain text, which is just right for smart phones.
I tried out the phone function on my computer. I have been using Magic Jack, and getting complaints from clients about MJ. The Close.io phone line is from Twilio and is much clearer. By installing the app on my phone, I can have a second phone number on my cell and I don't have to give clients my personal number.
Inconvénients
I'm in Canada. I wish the price wasn't so high, especially with the exchange rate.
As an online therapy provider, I also have to pay for a telepractice platform and an online scheduler. If Close.io offered integration with Verishow and Accuity Scheduling, they would be able to offer a complete virtual office for online therapists, tutors, and coaches.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Most your organization will ask, "why aren't we using Salesforce?"
Skip it.
Avantages
Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs? Built in VoIP is a nice feature, but do your math and make sure the price is worth it.
Inconvénients
- Searching for data is near impossible. Can't filter for anything logically without getting into "raw queries," so you better be half an engineer if you want to search for anything.
- Reporting is a joke. The reporting tools might as well not exist. Be prepared to ask developers to leverage the API and sync into some other tool.
- No matter what they may sell you, it's a CRM best used with small sales teams. It's not for account management or companies that expect anyone without an engineering degree to figure out how to analyze the data inside of it.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Not a CRM
In the end it's very expensive for a bulk lead calling tool.
Avantages
This is a great tool if you are just bulk burning through new biz leads and have a fast sales cycle. the calling through Close.io is great, call recording great, ability to create custom lists for lead calling also great
Inconvénients
This is not a CRM period! I would only recommend this if you were integrating it with a dedicated CRM system. The notes are chaotic and very difficult to look back through history and find important past conversations. There is no ability to do ANY form of contract management once a customer is closed and there is also no ability to attach anything to the opportunity info. So if you have a relevant presentation or any documentation relevant to a potential sale you best save it in a google drive and make a custom field to stick the link in.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Good For A Small Sales Team, in The Early Days
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.
Avantages
- 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
Inconvénients
- 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
- Secteur d'activité : Internet
- Taille de l'entreprise : 11–50 employés
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Provenance de l'avis
A modern sales platform optimized for outreach
While Close.io is a CRM by definition, I consider it more of a sales platform. I consider it as a platform because of it's flexible and rich API that allows you to customize any component. Close.io is a fantastic tool that teams should use for interacting with their customers.
With built-in call and email integration, Close.io is designed for salesperson outreach. It eliminates unnecessary data entry, and is the perfect companion for any sales team using the "Predictable Revenue" (A book by Aaron Ross) approach to sales. All activity (calls, emails, lead status changes) is automatically tracked, leaving the sales rep to just write contextual notes for each activity.
The automatic tracking of activity leads sales managers to easily determine how much activity yields certain sales results. Those answers are the holy grail when it comes to building a scalable sales process.
Avantages
- Built-in call and email integration.
- Flexible and powerful API w/ great documentation.
- Dynamic lead lists (called "Smart Views") powered through search.
- Native Mac and WIndows apps.
- Responsive support team.
- Custom fields
Inconvénients
- Costly for budget conscious teams. (But not less expensive than Salesforce and like platforms)
- No native mobile apps yet. (Not recommended for outside sales teams)
- Secteur d'activité : Médias en ligne
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Provenance de l'avis
Best CRM I've had the pleasure of using
Close.io has been a huge help to our small B2B sales department. Before close.io we were using multiple programs to email, call, track, notate, and manage customers. It was a mess!!! Now we can do everything within the app itself. No more transferring information from one source to the other.
Avantages
The features that helped us the most:
-real-time integration with gmail. We send and receive all our email through the app. Besides being more convenient it also keeps all correspondence logged in an easy to reference way.
-recorded calls - all calls and voice-mails are automatically listed right along with notes and emails. This is incredibly useful with longer sales cycles. We are able to go back and actually hear what the customer said on the call two months ago. So much better than just notes, especially if there is every a disagreement.
- Support is amazing. Always very responsive and timely and walked us through our limited implementation issues, (see below). Additionally, they are always improving the app, so about the time I suggest an option I'd like to see it is already slated to be rolled out.
Inconvénients
Not really any cons to speak of, but we had a couple issues at first:
- call quality was poor. This was due to trying to use a wireless connection and after switching everyone over to wired, it went away. So while not an app problem, something to consider if you or your team work remotely.
-Some merging issues when pulling lead data from our web form. Again, this was not an app problem so much as a developer problem on our end, but it was a headache for a couple days none the less.
- Secteur d'activité : Télécommunications
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Good CRM but could improve reports and analytics.
Pretty good and solid to help increase sales with some insteresting features and good interface and friendly, could be better in reports!
Avantages
Its pretty good to follow up, increase sales (productivity), email or chat are pretty solid tools to development a good business relationship.
Inconvénients
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.
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 1 001–5 000 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
The best CRM for the sales team to do the cold calling at an ease.
Avantages
We use pipedrive for email marketing and Close.io for cold calling. Our system works like this. Our marketing team use pipedrive to send out email to possible leads and follow up with them and when it results in a successful response from the prospect the sales team collects the phone numbers. Then these prospects with phone numbers have been downloaded to csv and transferred to Close.io CRM for sales team. Then they do all the cold calling with in Close.io CRM. Our department also have access to this CRM to make support calls later on. We can say our sales team's productivity has increased a lot after implementing this CRM. They do not need to manually do the sorting and recording of calls made and everything can be done in settings just one time.
Inconvénients
When importing the prospects from a CSV if there are duplicates in the file, it doesn't detect that and gets added just like an other contact. There are no option to segment the contact in to different categories.
- Secteur d'activité : E-learning
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Rigid structure means only certain sales processes fit (adaptations to all processes are...
Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed.
It's a very expensive platform, especially if you want calling features, so keep that in mind. My two cents: you should assess how well Close.io meets your needs before deciding that this is the right CRM (vs. a different CRM or a custom CRM if you're at higher volumes). Once you decide that it's worth exploring, my recommendation is to figure out how much you'll be paying in annual costs vs. a custom CRM implementation.
Close.io pretty much won't prioritize features for you, so if you need anything custom done, I recommend going somewhere else.
Avantages
- Easy to get started
- Easy to import leads
- Easy to keep track of how everyone at your organization is interacting with the client
- Pretty simple, but effective reporting
Inconvénients
- Expensive
- Low quality call audio
- Low customization
- Rigid sales structure set-up
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
AWEFUL EXPERIENCE! BUSINESS OWNERS - BE AWARE!
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.
Avantages
Looking back - nothing honestly.
We wish we would've never heard of them.
Inconvénients
Close.com BROKE our agreement and KILLED our company.
- Secteur d'activité : Équipement et fournitures de bureau
- Taille de l'entreprise : 11–50 employés
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Provenance de l'avis
The future looks bright with Close.IO
I have used Close.IO at my past company and this is the only CRM that I can endorse. When I told my team that I was going to update the current CRM tool I was met with a lot of questions and concerns. After showing the video on the Close.IO site and taking questions for about 20 mins my team was buying into the idea of changing over. I was also able to prove to them that there would be a minimum of an hour that each of them would save a day, so that peaked their interest. Then as we ramped up for the change the nervousness kicked in again, so I made sure to stage the rollout in an effort to handle all questions in a controlled manner and prepare for more users. The employees were blown away by the ease of use! And I was impressed at just how smooth it all went. Being a tech guy my learning curve is quick, but from employees in their 20's-50's we had a hugely successful transition into Close.IO.
While my team is still early in the game, about 3 weeks into Close, we are seeing AMAZING results. One of my sales guys is up 50% in his personal sales! Others are up 10-20%. My entire team has said that they cannot wait to see what the future holds as we are continuing to find more ways to improve our process. Close.IO has convinced my team that it is the choice CRM tool.
Avantages
Automation and their inbox is a huge pro.
Their search feature is arguably the best anyone could ask for. We are still discovering search tricks. GREAT ROI!
A great help page on the Close.IO site for finding suggestions and troubleshooting.
Inconvénients
We did have a tough time with our firewall when first setting up Close.IO, so make sure to include your Network Admin in the conversation of switching to Close.IO early on in the process.
Sometimes getting someone on the phone can be a challenge, but email and scheduling a call have never been a problem.
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
A solid CRM but not close to the being the best for sales reps.
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.
Avantages
I like the automations, data, and insights it provides. Also, the task & Pipeline management are pretty solid.
Inconvénients
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.
- Secteur d'activité : Assurance
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant Essai gratuit
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Provenance de l'avis
A Waste!!
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.
Avantages
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!
Inconvénients
The joke they call "customer service/tech support". It's an extortion scheme!
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Great Sales Tracking Management
Close.io is great for tracking leads and customer bases and the communication timeline as well.
Avantages
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.
Inconvénients
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.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Great functionality. But you can lose access anytime
This is a great platform. But I do not recommend it to anyone. If you are interested in good CRM then try PipeDrive. They don't have a few things, but their technical support will solve all your problems. They also do a lot of custom free stuff. And you can safely store 1M + contacts.
Avantages
Awesome UI
Best filtration and search
Nothing extra
Not overloaded
Very fast
Inconvénients
If your database more than 100K contacts, you will be disconnected, because you will ...."impacted our infrastructure".... When you try to solve a problem and chat with technical support, you will be ignored.
But there is no public limitation. Try to use. Are you lucky? Maybe not and your work will be suspended immediately. And then you will long try to switch to another platform without any help from those support. Maximum you will have a day.
- Secteur d'activité : Produits alimentaires
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Great for Team Alignment
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.
Avantages
Flexible - easily tweaked
Not overkill
Inconvénients
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.
- Secteur d'activité : Transport routier/ferroviaire
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Works as promised
Close has been great and their customer support is really awesome.
Avantages
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.
Inconvénients
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.
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Provenance de l'avis
Has worked really well
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).
Avantages
Fast and easy to set up. Great customer service. Transparent costs.
Inconvénients
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.
- Taille de l'entreprise : 11–50 employés
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Provenance de l'avis
Excellent - Would recommend to anyone building a sales team
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.
Avantages
History of interaction with customer, one touch communication, live help chat
Inconvénients
Managing inbound emails and email templates
- Secteur d'activité : Logiciels
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Great solution for medium sales teams
Avantages
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.
Inconvénients
This is not really needed when you have just a couple of salespersons and price starting from per mo is really high.
- Secteur d'activité : Services financiers
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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Provenance de l'avis
Turns you into a selling machine
Once you catch the vision for Close.io, it doubles your productivity in sales.
Avantages
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.
Inconvénients
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.
- Secteur d'activité : Matériaux de construction
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
First thougths on new software
I am just beginning to use it so this is an initial review. So far I have found it simple to learn and effective in lead and customer management.
Avantages
Sequencing, calling from the software, activity tracking, call recording, relative simplicity to use
Inconvénients
no comment yet, i am just beginning to use it
- Secteur d'activité : Études de marché
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Top notch software for email marketing and CRM
Avantages
Email marketing via sequences, built-in caller, and CRM
Inconvénients
On the Expensive side. It'd be great if they can provide discounts for startups
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Great Beginner CRM Tool
Great tool overall to get started for a founder with little sales experience
Avantages
- 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
Inconvénients
- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this
- hard to tell when prospect opened email
Pourquoi choisir Close
Email inbox management in CloseLogiciel antérieur
HubSpot Sales Hub- Secteur d'activité : Automobile
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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Provenance de l'avis
Best out there
Avantages
Love it for all businesses I have worked in. I literally have my own Personal Close I use that I bring when I take a contract, so I don't have to use something else. It is part of my working life now - Easy deployment (Even when Microsoft tries to ruin everything for you), Simple and easy, can opt into great features if you need it, export your leads, whatever it is - It is software that has clearly been made by someone who was in Business Development. The amount of time I save not having to manually document how much work I have done...Makes me more successful.
Inconvénients
Nothing - it is great - A small deployment issue once, but that was 100% Microsofts fault. The reps were great at fixing it.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Great CRM that understands its user
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.
Avantages
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.
Inconvénients
The user interface of the emails could be smarter and give a better oversight!
- Secteur d'activité : Internet
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Provenance de l'avis
Awesome product with a great search centric approach
At Duma Works, a Kenya based recruitment startup, we use close.io to keep track of all of our customer relations, existing and potential. Apart from that we're also using it as a multi-tool for everything from fundraising to recruitment. The search centric approach makes it easy to create any type of customised list of leads and treat them differently based on their unique characteristics. The ability to add custom fields to all leads in combination with the bulk email feature makes it possible to easily send hundreds of personalised emails in seconds.
I would recommend close.io to anyone who wants to maintain and grow a database of contacts, be it customers, candidates or investors.
Avantages
- Easy to create customised lead views and send personalised bulk emails
- Stripped down feature set, only contains what's necessary
- Extremely easy to get started, no advanced setup necessary
- Great support and response time from the team at close.io
Inconvénients
- I lack the ability to track meetings, it's the only part of the sales funnel that I can't follow up on
- I lack the ability to mark notifications as unread
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Close helps you close.
The sales team uses close everyday. It has helped us stay organized, keep customer data up to date and stay on top of opportunities.
Avantages
-Easy for the team to use.
-Calling system is great
-Fast customer Service.
-Call recording is fantastic.
-Easy onboarding
Inconvénients
-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.
- Secteur d'activité : Recrutement
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Powerful DUmb Tool
Sales. Closing. This is what CLose IO is best for. If you want it to do complicated tasks it would start breaking up and tearing down into nothing. For smile and dial, this is the best.
Avantages
Love the fact that I can power dial a bunch of people and drop voice mails. This is a godsend for my team.
Inconvénients
Stupid workflows, automations were really horrible and was set up poorly by the agent who worked and never was working correctly for 9 months.
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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Provenance de l'avis
A modern and functional touch to CRM
Avantages
Coming from Salesforce and other CRM services, Close.io shines a much needed light for our sales team. They follow industry standards and have every feature that I've been used to having. I incredibly appreciate the ability to call and track phone calls directly from the app.
Inconvénients
The desktop app is where it's all at, but I would appreciate a more fine-tuned web and mobile app considering what we pay and what other services offer.
- Taille de l'entreprise : 2–10 employés
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Provenance de l'avis
Close.io is absolutely awesome to manage your fund raising
We use Close.io to manage our fund raising and we absolutely love it! It's been amazing to manage our database of investors, track our communication with potential investors, and classify each of them based on the opportunity and likelihood we will get the investment from them. It's much easier to track who responded and when to do the follow-up. Close.io is very user-friendly, and very intuitive. We love that it adds all past emails with the investors! It has been so easy to share the emails with my co-founder.
We will definitely use it to manage our customers when we are ready to start selling.
Avantages
- It's easy to use.
- It can easily search for past emails and share the status with other members because it integrates all the emails and calls with the leads to the platform.
- It allows to add tasks and set up alarms.
- Great tool to organize the database, rank potential customers/investors, and size the opportunities.
Inconvénients
- I would suggest the users to use a isolated microphone because some times we have eco in the calls.
- Taille de l'entreprise : 51–200 employés
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Provenance de l'avis
Will you marry me?
I LOVE this solution. It's extremely flexible which is crucial for our company of 80. With our HQ in Europe, and a sales team poised to expand rapidly worldwide, we needed the ability to "speak" to each other by having access to all leads in the system and their history. Right now we are piloting Close.io here in the U.S. with a couple of sales people also trying it in Europe. We integrated our incoming leads from our system into close.io via Zapier and all communication via Gmail. It was a snap! Also, the support team can CC or BCC close.io on crucial matters via the ticket system and sales can now see all important transactions in one place. Just in a few short months Sales productivity has changed dramatically, and basically, I'm a happier person, which is good for everyone!
Avantages
Easy to use interface. Nice upgrade with the html in the email function! Integration with the phone is great!
Inconvénients
Fix the Tasks function to be more user friendly. allow us the hide the custom fields so we don't need to scroll through them all when assigning data.
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Fantastic software!
Avantages
This is a great email software. It keeps teams informed, inspired and on track for sales!
Inconvénients
At this time I do not have any complaints about the software - all good!
- Secteur d'activité : Photographie
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Provenance de l'avis
Increases the chance of closing a deal
My team and I began using Close.io to close deals via the calling & Email features they have implemented into the software. We imported our leads very easily, and managed to start closing deals with potential clients. Close.io is a unique product that allows you to manage multiple streams that increases the chance of closing a deal.
Avantages
Calling feature, Tracked emails, Work with multiple team members on closing deals.
Biggest feature is the app you can download via the app store or from the close.io website, makes things super easy to manage. The Smart views and sorting filters are very useful in managing multiple leads.
The support team is incredible! I've never experienced such support with any other company.
Inconvénients
Only issue I ran into is when grouping leads under a specific category which has to be done manually in the spreadsheets, but I spoke with the support team and gave me step by step to resolve this issue.
- Secteur d'activité : Services d'information
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
I use close.io and love the updates that they keep making
Keeps sales focused on relevant tasks rather than wasting time on housekeeping tasks
Avantages
It makes the sales team at my company so much more efficient and keeps them focused on relevant tasks rather than wasting time on housekeeping tasks
Inconvénients
Some small learning curve for some of the more advanced features.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Great CRM
Overall my experience with Close has been a positive one. Customer service is responsive.
Avantages
The pros are that is a pretty straight forward CRM to use. It integrates well with many other applications.
Inconvénients
Overall, I cannot really think of any cons. It gets the job done as a reasonably priced CRM. It does not have as many features as salesforce but for the price its great.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Far Superior to Salesforce
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.
Avantages
Extremely intuitive, clean and smooth. Intelligently designed and sets you and your employees up with a great work flow to stay organized
Inconvénients
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.
- Secteur d'activité : Hôpitaux et soins de santé
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Provenance de l'avis
A tool for fueling sales
I am using Close.io to help keep track of all of my cold calls. I can easily open up multiple contacts and make calls to each of them a lot faster than looking at one contact at a time, clicking the mouse more times and being less efficient with my time. This is a great tool for any sales person wanting to keep better track of who to call when, reducing paperwork and headaches. I highly recommend this product.
Avantages
User-friendly, great support staff that reaches out to the user, making sure they have everything they need to be more successful. The CEO truly cares for his clients, even taking a little time to give free consultation to help educate in sales.
Inconvénients
Only thing is when you select back to get back to the main list of contacts, it takes you to the top every time and not where you left off in the list. Probably user driven and not the software.
- Taille de l'entreprise : 2–10 employés
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Provenance de l'avis
Best Sales Productivity App
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.
Avantages
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.
Inconvénients
The only thing I might want more of, is more details analytics so we could go deeper as it pertains to metrics.
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Easily the best CRM we've tried out
Avantages
Close.io is basically a hub for everything you'd need to nurture and close sales. It has built-in calling, SMS and voicemail drop from a unique phone number, all tracked alongside emails and notes. The interface where you track leads is easy to understand and train salespeople on.
Inconvénients
The mobile app is glitchy. I would love to be able to upload new contacts/leads from a business card photo, but I haven't had any luck so far. Hopefully this will be resolved before too long. The desktop interface is amazing though.
- Secteur d'activité : Philanthropie
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Provenance de l'avis
Best CRM for salespeople ever...
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.
Avantages
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
Inconvénients
I didn't have the option to use Close.io decades ago... we would have crushed a mountain of sales with monotonous regularity
- Secteur d'activité : Marketing et publicité
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Close requires little to no training, is built for speed and simplicity
Predictive dialer for cold call. Smart Views. Taks management and team management way easier. All in one shop. Test it out you'll see.
Also, SUPER CUSTOMER SUPPORT. Impressive value.
Avantages
Close requires little to no training, is built for speed and simplicity. Integrate with everything.
Inconvénients
2X my productivity and so my bottomline. That's all that matter.
- Secteur d'activité : Services sans fil
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Provenance de l'avis
We're Fans of Close.io
We're Fanout.io, an agile startup in the realtime API-first business. We're Fans of Close because:
1) No learning curve.
2) Great support.
3) Fits our fast pace. "It just works"
We use it for all customer contact from Prospecting to Closing to support. Plus we use it to sync our internal communication with influencers, partners, advisors, and investors.
Avantages
We love the sorting options. They're easy. This really helps because of all types of outside contacts we have.
It's so easy to have a team meeting, get everyone on the same page without any prep or building dashboards etc. I've never had a collaboration tool that feels 'so right'.
Inconvénients
We hope to work with Close.io to add more realtime features, such as Chat and push notifications. Happy to hear other ideas.
