Close CRM vs. Consensus

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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Within the last 6 months, I've run a personal A/B test on opportunities with and without Consensus videos being sent after every meeting. Those opportunities where I sent Consensus videos after every meeting had a >50% likelihood of closing and/or progressed past the Proposal phase. Those opportunities where I did not send Consensus video, I was left unanswered more often than not

• 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

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• The ability to tailor demos and demoboards to show various functionality of the product.
• We appreciate the features Consensus has to customize demos in various forms.
• The customer service and post-sales trainings the Consensus team has held for our company have been extremely beneficial. I personally appreciated learning how demos are better received when they're not 'perfect'

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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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• The analytical dashboard can be little confusing because I can see details for my whole company
• Better way to record personalized videos in the beginning. They don't have any background filtering ability.
• Better way to record personalized videos in the beginning. They don't have any background filtering ability.

Incentivized

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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

Consensus has been a valuable and vital sales tool at every stage of our sales cycle. In the very early stages of prospect education, you can send videos to get them familiar and up to speed with our product without a solution consultant's involvement. It is also a very powerful tool at the later stages of the sales cycle, with the ability to tailor demos and intro videos and record exec alignment itro videos, which we have had great success with

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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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It only took me a matter of minutes to onboard myself to Consensus and start utilizing it with my clients. The platform is very simple to set up and straight forward to use. Most platforms take time to learn how to use and navigate but Consensus was very easy to pick up and use as a first time user.

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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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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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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

Consensus is simple and does what it does very well. It doesn't try to be a deal room software, so they partner for that space. It did not try to be an AI transcription solution at first, so they partnered for that space. They continue to listen to their customers, improve the solution where it matters, in ways that drive the core use case of buyer enablement. I appreciate that they haven't over-indexed on fringe use cases and keep improving what their solution does very well. We continue to get very strong feedback from prospects

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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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• I closed 3 deals last year by prospects using Consensus and finding additional modules they wanted to purchase.
• Consensus speed up the buying process in 6 of my deals last year to close in quarter.
• Consensus saved me time from doing additional live demos.