AdDataExpress vs. Close CRM

When using tools like AdDataExpress, demographics are key when trying to identify new relationships. Being able to segment out the population by many demographic fields is absolutely necessary to try and optimize what we are spending. Trying to use this as a pure CRM is probably not the greatest idea, but using it in parallel with one would be good.

Incentivized

Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.

Incentivized

• Provides email addresses - essential when doing cold email outreach.
• Provides agencies for each brand/company.
• Provides media spend for parent company and brand.

Incentivized

• Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
• Email sync. Syncs in real time with your email account, which is huge.
• Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.

Incentivized

• Filtering is not optimal
• Integration with other products is not intuitive or even there
• Keeping data up to date automatically

Incentivized

• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

Incentivized

It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.

Incentivized

I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.

Incentivized

Winmo allows more dynamic and functional searches, and puts agency and brand contacts in one place. It also allows exports based on spend and in general, is much more dynamic of a software.

Incentivized

Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.

Incentivized

• Expanded lead horizons
• Agencies provided for each company
• Efficiency of potential partners

Incentivized

• Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

Incentivized