CallSource vs. Close CRM

CallSource was great at seeing where we were failing as a company on the phone calls. It allowed us to tighten up a few spots to close those gaps and increase our call performance.

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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.

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• The reporting is easy to access and use with little to no training. Pretty straightforward.
• It does what it's supposed to -- creates usable tracking numbers, with added features like call whisper and call notifications that can be sent to a number of email addresses.
• It can be integrated with our CRM, Salesforce, for ease of use!

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• 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.

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• Phone Call Recording: The only place where I would like to see improvement is the number of calls that you can listen to. Calls are kept in their database for 30 days, and while they do give the option to download the calls I would prefer to be able to login and pull past calls as needed. Past calls, months down the road can be important to clients so they can compare the strength of their sales teams and see where improvement is needed. It lets you monitor overall campaign effectiveness, and if Callsource added this feature then they'd be unbeatable.

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

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It's easy to use, we've had the account for a long time

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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Others are similar, but this is a simpler format, quick e-mails going out and easy to make changes to the system rules for adjustments

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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.

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• Prove ROI to our dealer partners by showing them how many calls they are getting
• With all recordings, we can discuss calls and coach dealers on better ways to approach our customers
• Better customer service

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• 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.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info