Close CRM vs. ContactMonkey

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 you are a sales rep and want to know if your email has been opened without having to use receipts this is perfect. However, many people find this intrusive and inappropriate. I don't believe in this day and age there should be a moral outrage to track your emails but it happens. I particularly like it for Outlook 2016. I've tried Yesaware but found this better suited.

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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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• Uploads information from business cards to your current contact database through your camera phone
• Great resource for looking up people before meetings and doing other types of background research
• Use information found on the internet to fill in information about your contact

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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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• Salesforce integration seems unnecessary
• Has refresh issues occasionally
• Can cause slowing issues for Outlook
• Doesn't have integration with Outlook.com/Exchange

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Easy to use

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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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Easy for all users.

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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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Easy to contact, quick follow-up/

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It is really easy to integrate with GMail, so just start from there

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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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Contact Monkey was the best solution for Outlook 2016. While Yesaware is a good product with Microsoft 365 integration, I found it expensive and too feature rich for what I needed. If you are just trying to find something simple that does what you need well and cheap, this is the best solution on the market. It does have Salesforce integration but I just use the Salesforce product that is free and provides the same or more prospect info.

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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've found companies that have shared my email and opened the email 20-60 times but never responded. It gave me an absolute understanding that this was a hot company
• Sometimes knowing your email is being opened can be very frustrating if you cannot get a response. However, at least you know it was read and they are not interested.
• My boss and fellow employee's don't like the fact that I know where they are located. It's somewhat divisive in that sense.

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