Close CRM vs. ConvergeHub

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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It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.

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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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• The dashboards are really good and feature laden.
• The UI is really intuitive as well as user friendly.
• Automation of simple tasks as well as the marketing process is really easy.
• Above all the pricing takes the cake here.

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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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• Customer support isn't that great, takes a lot of time to respond.
• Notifications are not on time, i.e. they are delayed and not real time.
• Lack of integration with other applications.

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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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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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ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.

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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 helps increase the overall productivity by automating daily routine tasks.
• Sales & marketing process becomes easier and more productive.
• Workflow management is easier.
• Overall productivity increases many-fold.

Incentivized

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