Chili Piper vs. Close CRM

Chili Piper is GREAT for sales development teams booking for sales people. This is especially true when there is a "round robin" system that needs to be abided by. I've experienced a lot of bad round robin systems and Chili Piper's is fantastic. This is also a great tool to schedule with people across multiple time zones, which I don't want to have to focus on while speaking. It enables sales reps to focus on the prospect, not the time change. Chili piper would not be a good fit for underperforming sales teams that don't book any meetings (:

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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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• Chili Piper integrates with Salesforce very well which I haven't seen other calendar apps do yet.
• Meeting Buffer functionality assures that AEs won't be booked back-to back.
• I can send the link to each of my meeting templates for different prospects

• 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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• They are continually improving their offering and we've seen great leaps over the past 2 years.
• Would be nice to be able to modify the email reminders for every single contact and event versus have set templates
• Faster load times, but we can’t complain too much!

• 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 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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• Support was very responsive during our integration phase, and after that too.
• They have the whole infrastructure built to notify customers about bug/outages, which is excellent. Entire System outage only happened once, but being updated on fix progress helped a lot to keep our team calm.

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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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Calendly was being used at the company by some other departments and still is to some extent. However adding Chili Piper fore the marketing and sales departments was a no brainer once we saw the demo. It's Calendly on steroids and the company is just getting started using it. I'm sure we will see even more benefits as the years go on.

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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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• More demos held by simplifying the scheduling process. More demos = more opportunities
• Initial set up was frustrating and created a lot of mix up which allowed some leads to slip through the cracks early
• Integration with Salesforce.com saved our reps time because they didn't have to log activities manually

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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

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