Close

Great CRM

Pros:

Integrates into other platforms easily. Great to use

Cons:

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

Close - Marketing Agency

Comments: Overall I would highly recommend the software to other businesses users I think it is far better than its competitors.

Pros:

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.

Cons:

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

Most your organization will ask, "why aren't we using Salesforce?"

Comments: Skip it.

Pros:

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.

Cons:

- 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.

Close.com Can Make Your Business Run Efficiently and Problem Free

Comments: We had another CRM system that was a lot more expensive and not very easy to use. Close.com is just a pure pleasure to work with and the entire team here is thrilled with it.

Pros:

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.

Cons:

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

Close is great for startup sales but lacks some simple features

Comments: Overall it's been a good but not great experience. The basics are covered for a CRM but some what seems like basic features are still missing.

Pros:

I love the automated email sequences to help with my outbound prospecting efforts. This enables me to 'set it and forget it" to ensure proper follow up is happening with prospects.

Cons:

I don't like that you can't map specific email chains to specific opportunities. Furthermore, you can't upload files which is a real drawback and support suggested I just link to google shared drives.

It's like magic

Comments: 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

Pros:

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.

Cons:

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.

Close.io for therapists, tutors and coaches

Comments: 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.

Pros:

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.

Cons:

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.

A modern sales platform optimized for outreach

Comments: 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.

Pros:

- 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

Cons:

- 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)

Best CRM I've had the pleasure of using

Comments: 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.

Pros:

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.

Cons:

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.

Rigid structure means only certain sales processes fit (adaptations to all processes are necessary to use effectively)

Comments: 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.

Pros:

- 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

Cons:

- Expensive - Low quality call audio - Low customization - Rigid sales structure set-up

Perfect Apllication

Comments: I am a recent user but I found it as a super interactive application and easy to manage it

Pros:

Very simple and fast. It is a light application

Cons:

Right at this moment I still have found nothing bad to say about it

Good for contact and basic pipeline management, but lacks customization to enrich leads and deals

Comments: It does the jib for very basic pipeline management, but definitely not goos for reporting due to the lack of customization.

Pros:

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

Cons:

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.

Best CRM tool for Startups

Comments: My overall experience was good with close, I like the simple minimalistic interface of close and how easy to use for our day-to-day marketing and sales tasks.
If money is not the issue then it's a good CRM tool for everybody.

Pros:

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.

Cons:

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.

Close.io Review

Pros:

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.

Cons:

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.

Close - Great CRM for small to medium sized busniesses

Comments: Overall Close (close.io) was a great system for our high volume, low price software product. We recently switched from Close to Salesforce and It has been a very bumpy road that more than one department in our company has struggled with. Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.

Pros:

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

Cons:

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.)

Great simple CRM that we actually use

Pros:

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.

Cons:

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.

Great CRM for Early Stage Companies

Comments: For an early stage company I think Close.io has everything you'll possibly need. The higher tier plans also let you forgo a phone system in your office to make it even more cost effective. Overall the system is very easy to use and the visual layout of the platform is very nice. And really most of the basic things you'd need out of a CRM are all there. My only qualm with this system is that there are minor annoyances like not being able to unmerge leads in the event you accidentally might have done so. And overall contact management could be slightly improved but it's not enough to ruin the experience in my opinion.

Pros:

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.

Cons:

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.

Great CRM that understands its user

Comments: 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.

Pros:

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.

Cons:

The user interface of the emails could be smarter and give a better oversight!

Close helps you close.

Comments: The sales team uses close everyday. It has helped us stay organized, keep customer data up to date and stay on top of opportunities.

Pros:

-Easy for the team to use. -Calling system is great -Fast customer Service. -Call recording is fantastic. -Easy onboarding

Cons:

-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.

A straightforward email tool for sales teams

Comments: Close is a fantastic email tool that I would find hard to get rid of.

Pros:

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.

Cons:

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.

A must-have for sales

Pros:

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

Cons:

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.

Close

Comments: This is a simple, easy to use platform that manages leads and calls, making it easy to monitor with call recording/listening, as well.

Pros:

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.

Cons:

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.

Far Superior to Salesforce

Comments: 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.

Pros:

Extremely intuitive, clean and smooth. Intelligently designed and sets you and your employees up with a great work flow to stay organized

Cons:

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.

Best Sales Productivity App

Comments: 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.

Pros:

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.

Cons:

The only thing I might want more of, is more details analytics so we could go deeper as it pertains to metrics.

Best CRM for salespeople ever...

Comments: 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.

Pros:

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

Cons:

I didn't have the option to use Close.io decades ago... we would have crushed a mountain of sales with monotonous regularity