Close Erfahrungen

Vorteile

- 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

Nachteile

- analytics on emails (open rates, campaigns) hard to understand. Ended up using persistIQ for this
- hard to tell when prospect opened email

In Betracht gezogene Alternativen

Pipedrive und Salesforce Sales Cloud

Warum Close gewählt wurde

Email inbox management in Close

Zuvor genutzte Software

HubSpot Sales Hub

Vorteile

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.

Nachteile

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.

Vorteile

- 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

Nachteile

- 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

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

HubSpot CRM

Warum Close gewählt wurde

Less expensive and easier to use.

Zuvor genutzte Software

Salesforce B2B Commerce

Gründe für den Wechsel zu Close

Less expensive and easier to use and the team here learned quickly how to use it.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Pipedrive

Warum Close gewählt wurde

I needed the use of an integrated phone line for the CRM.

Gründe für den Wechsel zu Close

I preferred the customer experience with Close.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

- 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

Nachteile

- 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)

Vorteile

Email marketing via sequences, built-in caller, and CRM

Nachteile

On the Expensive side. It'd be great if they can provide discounts for startups

Vorteile

Sequencing, calling from the software, activity tracking, call recording, relative simplicity to use

Nachteile

no comment yet, i am just beginning to use it

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

Awesome UI
Best filtration and search
Nothing extra
Not overloaded
Very fast

Nachteile

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.

Vorteile

The pros are that is a pretty straight forward CRM to use. It integrates well with many other applications.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

It pretty much has every feature built into it. Very simple to use and easy to look at.
Very fast and boots quick

Nachteile

Dashboard could be a bit better but very easy to set it up for great lead generation
Must download the application

Vorteile

I like their all in one feature package - outreach can be done via call, sms, email. Each feature is beautifully designed.
I also really like Smart Views

Nachteile

No cons really. It's a little more expensive than other CRMs out there - but I totally understand because the features they provide at this price point eliminates need for any other app in my sales workflow.

Vorteile

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.

Nachteile

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

Vorteile

Love the fact that I can power dial a bunch of people and drop voice mails. This is a godsend for my team.

Nachteile

Stupid workflows, automations were really horrible and was set up poorly by the agent who worked and never was working correctly for 9 months.

Vorteile

- 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.

Nachteile

- I would suggest the users to use a isolated microphone because some times we have eco in the calls.

Vorteile

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.

Nachteile

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.

Vorteile

The search bar makes finding ANYTHING very quick and easy. Also, the ability to see emails between colleagues and leads/customers. It's a great tool for support teams.

Nachteile

I love the organization of Close.io, but there are so many possibilities to keep track of, it can be overwhelming.

Vorteile

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.

Nachteile

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.