Close CRM vs. CodeTwo Email Signatures 365

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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As an MSP, we can have our creative team create one signature (or many) to deploy to a client, which gives them a consistent message and helps them look more professional than a business of their size might otherwise be able to. The integration with Microsoft 365 is simple to set up.

• 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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• Uniform Signatures: CodeTwo Email Signatures 365 allows administrators to create and manage email signatures centrally, ensuring all employees have consistent and professional signatures across their entire organization.
• Automated Disclaimers: Automatically appends legal disclaimers and compliance-related information to all outgoing emails, which is crucial for industries with strict regulatory requirements.
• Promotional Banners: Allows the inclusion of promotional banners, links to recent blog posts, or company news in email signatures, turning every email into a marketing opportunity.

• 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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• I would absolutely love to see the introduction of being able to force a branding format (Font, size etc) across our email real estate, this was a feature moons ago but would love to see this come back especially when Microsoft can kill all this for you at the drop of a hat....erm Aptos makes me sad!
• Easier to navigate training and how to videos to allow you to work out how to make changes and be creative yourself more
• I genuinely cant think of another point here!

The solution is pretty much set-and-forget. It does what it needs to do, nothing more, nothing less, and it does it very well.

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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As already described, the set-up process is kept totally simple. This makes setup quick even for untrained administrators. If anything is unclear, you can find all the information you need on the manufacturer's website. As access and configuration are carried out via the web browser, adjustments can be made from any end device. Whether on the move, in the office or at home.

We have not witnessed any downtime so far ...

There are no performance issues related

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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No problems but we had a couple of questions about functionality or edge use cases and anytime I contacted CodeTwo Email Signatures 365 support I was absolutely happy with their responses. Very helpful, polite and smart people are working over at CodeTwo Email Signatures 365 support. I would suggest other companies to take note on CodeTwo Email Signatures 365's quality of support and service.

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It is important to make sure Active Directory is correctly populated and that content is standardized, eg telephone number formats.

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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The Office 365 integration and the email profile management was tighter looking in CodeTwo Email Signatures 365, which is why we selected them over the competitors. I also liked the ability to use logic and variables in the signatures to allow us to be a little more creative in the applications.

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The product is very reliable :-)

• 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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• End user spend less time to no time at all with setting up or editing their signatures
• Signatures are always conform to company standards
• It can take a few seconds for the signature to be inserted, this might bother some users

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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