Close CRM vs. Sales.Rocks

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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In customer prospecting through cold contact, "cold mailing" is a very cost-effective practice and is widely used in the U.S. market, particularly for selling saas software and high-cost business services. (In my case it is used for selling insurance policies). We generally find several saas (i.e., monthly paid) email contact generation software on the market, generally found on linkedin and freely accessible. But this is not enough, you need software for sending emails (additional cost) and it must be specific to cold mailing otherwise you end up in spam. And you need a CRM, not all cold mailing software has that! Additional cost is for paid email verification and you have to waste time uploading and downloading the excel files to be verified and derived from the verification... then adapt them to the cold mailing software... A yes, not all cold mailing software has email warmers and many do not warm all types of emails (instead Sales.Rocks warmed because of my emails from an unknown hosting that no system warmed...). But if you had one software that does everything in one platform without driving you crazy switching between them, especially if you have large volumes of emailing and with the ability to track everything, create email sequences based on funnel-like behaviors, schedule phone calls or maybe an initial linkedin message from your Sales.Rocks linked account ... well, Sales.Rocks is all of that, and with support that lets you know how serious the company is. It's an expensive product for a freelancer like me, but it's unique, and for a structured company it's simply beneficial and has a huge return.

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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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• International contact search
• Scheduling multiple conttato sequences based on the prospect's actions
• Monitoring of campaigns and the technical side of cold mailing (deliverability and spam folder avoidance)
• Customization of messages, campaigns, images, timing and modes
• Great online support and documentation on the tool and sales strategies
• Dashboard selectable in multiple languages, I for example am Italian and there is my language

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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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• Monthly prospect limits versus annual cost

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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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Saleshandy, Hexospark, Getmails, Postaga. Mature product like Saleshandy, constantly updated for further improvements like Saleshandy and Hexospark. Sales.Rocks is the opposite of Getmails: the former has a myriad of features and a dashboard that gives you control like a NASA technician! But that is not why it is difficult to use. Getmails is super simple, wants to do everything automatically saving time for nerds like me who get curious and waste time trying every menu.

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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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• return on investment within a few months
• High initial time investment for those who have never dealt with cold mailing professionally

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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