Über Close

Close ist ein CRM für das Vertriebsengagement, das KMU hilft, mehr Leads in Umsatz zu verwandeln. Das Unternehmen hinter Close hat sich dem Geschäft der Zukunft verschrieben: intelligente, agile Teams, die aus der Ferne arbeiten. Wenn du Teil eines technologiefähigen Teams bist, das skalieren muss, ohne zu viel für Unternehmenssoftware zu bezahlen, hast du das richtige Vertriebstool gefunden. Mit Close kannst du deinen Leads E-Mails schicken, sie anrufen und ihnen eine SMS schicken – und das alles ohne Add-ons. Mit Produktivitätstools wie Aufgabenerinnerungen und dem Power Dialer erreichst du mehr Leads und kannst häufiger nachverfolgen. Close wurde mit dem Ziel entwickelt, Vertriebspersonal so effizient wie möglich zu machen. Tätige und empfange Anrufe mit nur einem Klick. Alle Anrufe werden automatisch protokolliert (keine manuelle Dateneingabe). Du suchst nach Skalierbarkeit? Mit Massen-E-Mail-Automatisierungstools und Funktionen zur Kalt-Akquise wie dem Power- und Predictive-Dialer kannst du schnell große Lead-Listen erreichen und in Close in kurzer Zeit ein hohes Verkaufsvolumen erzielen. Zu den wichtigsten Funktionen gehören Lead-Management, globales Anrufmanagement, Zwei-Wege-E-Mail-Synchronisierung und Berichterstattung. Zu den weiteren Funktionen gehören eine integrierte Textnachrichtenfunktion, eine Ansicht der Vertriebspipeline, E-Mail-Marketing-Tools und Predictive Dialing. Die Software verfügt über eine offene API und bietet Integration mit mehr als 50 Anwendungen, einschließlich Zapier, Zendesk und Wufoo. Support wird per E-Mail, Telefon, Online-FAQ-Dokumentation und einer Self-Service-Wissensdatenbank angeboten.
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Close Preis

Close bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von Close ist ab $ 49.00/Monat verfügbar.

Startpreis:
$ 49.00/Monat
Kostenlose Version:
Nein
Kostenlose Testversion:
Ja

Alternativen für Close

Close Erfahrungen

Funktionsbewertung

Preis-Leistungs-Verhältnis
4.4
Funktionalität
4.3
Bedienkomfort
4.6
Kundenbetreuung
4.6
Anna
Anna
  • Branche: E-Learning
  • Unternehmensgröße: Selbstständig
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
0
Bedienkomfort
5
Kundenbetreuung
5

5
Bewertet am 14.10.2015

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.

Vorteile

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.

Nachteile

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.

Charles J
Charles J
  • Branche: Bau
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
4
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
4

4
Bewertet am 8.8.2023

Great CRM solution allows you to track all your efforts in one place.

Close bridges the connection gap between organizations and consumers. Using the call cadence function, we can develop a multi-touch marketing campaign that automates human-triggered emails, calls, and activities. Close has given new life to leads that were supposed to be dead, leads that you would not have pursued regularly in the past. I can set up automated follow-up emails and messages to practically stay in front of the consumer. As a result, it offers me a competitive advantage in closing business that I would not have completed otherwise owing to a lack of persistent follow-up and follow-through.

Vorteile

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.

Nachteile

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.

Verifizierter Rezensent
  • Branche: Computer-Software
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
2
Funktionen
2
Bedienkomfort
2
Kundenbetreuung
3

3
Bewertet am 18.11.2018

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

Skip it.

Vorteile

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.

Nachteile

- 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.

Joshua
Joshua
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
0
Funktionen
0
Bedienkomfort
0
Kundenbetreuung
0

4
Bewertet am 17.3.2015

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

Vorteile

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.

Nachteile

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.

Akshay
Akshay
  • Branche: Computer-Software
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung
Preis-Leistungs-Verhältnis
5
Funktionen
5
Bedienkomfort
5
Kundenbetreuung
0

5
Bewertet am 23.9.2020

Great Beginner CRM Tool

Great tool overall to get started for a founder with little sales experience

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

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