Close CRM vs. ConnectAndSell

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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If your organization relies on outbound leads through cold calling, this is a great tool for you. ConnectAndSell definitely made the associate's jobs easier at our company and allowed them to produce greater output than they could have done manually without such a tool. This tool is less appropriate if cold calling isn't a big part of your company's lead generation efforts.

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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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• Builds lead lists.
• Maximizes connections with prospects.
• Provides guidance for how to approach future prospects.
• Leaves strategic voicemails for prospects.
• Sends emails based on programmable metrics.

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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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• One thing that's been difficult about Connect and Sell is some people can tell you've been patched through so if you can work past the initial conversation it ends up working great.
• The system has worked great with outreach which we've integrated our contacts directly into the system. Because of this the connection between outreach and connect and sell don't always communicate calls and metrics which are crucial for us to know conversion rates.
• We had a hard time getting the system implemented quickly and working the way we wanted it to. Because of the implementation specialist we were working with problems weren't solved quickly rather they were worked through quickly however they were solved.

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For the right reps who are good at talking to prospects who aren't expecting their call, this is a no brainer.

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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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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I have had a few support calls with their people. They are totally reachable and helpful, sharing screens, controlling my screen, showing why things happened, not just correcting it. If you have an issue with the software, let them help. They are there for you, and they are friendly, accessible, and happy to do their job.

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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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We have moved to Salesloft. Salesloft gave us greater visibility into performance metrics and integrated with more software which in turn helped streamline our business.

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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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• It gives you greater potential to lock in a client, but I'm not sure from my end if this ROI is worth the headaches. It has a lot of work before it can become a truly reliable source for outbounding.

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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