Close CRM vs. D&B Connect

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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Overall, the program can assist any size company with all credit
reference needs. We have not run into any issues other than the overall
cost of the program and the fact that you have to use additional funds
to seek information on international customers.

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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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• Searching people who have the intent to buy your services or products.
• It has as very good filter that helps pinpoint your targeted audience.
• It has a large pool of contacts within the company, so helps to reach out to the right person via several connections.
• The data available is fresh and current.

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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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• in my opinion having to split usage between United States and International does not make sense on why this needs to be done....recommend eliminating this
• need for improvement on error resolution....when an error is found the D&B resolution team is EXTREMELY difficult to work with...very clunky and automated when there is a need for personnal interaction

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Great tool

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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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For more advanced uses, it's hard to get it functioning properly right out of the box. It definitely takes some fiddling to get the systems up and running, especially if you have multiple streams of data that need to be managed across systems.

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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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Great Support

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Very Satisfied

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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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Not at the top, but pretty good compared to others. The price and overall usability of the solution would put it in the top 5 options from what I have used. If D&B can make more updates and improvements, then there is potential to be better in the near future.

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slightly on the higher side but worth it.

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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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• ROI can be achieved anywhere between 6 to 12 months depending upon your business.
• The product is expensive but the data provided is good to an extent and a big sale can help achieve your ROI.
• The data accuracy sometimes can be bad leading to bad domain reputation.

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