Close CRM vs. Data Axle Genie

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 looking to enrich your existing database, Data Axel Genie isn't the easiest tool to use. I do like how the contacts are verified, however, you have to pay PER contact if you are enriching, and if you merged existing infrastructures, it's not as easy to clean out your database. And it is very costly for this company.

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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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• I liked the organization of the database it was easy to maneuver.
• Search was fairly easy to maintain.
• If you want to create a list of leads this will work. However, it is primarily for consumer leads not B2B.

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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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• We have a very specific industry and sometimes drilling down to these leads can be challenging. But with customer service, they have solved this for us.

It was good when we had it but there definitely more softwares out there that provide more information, more current contact info and are much more user friendly

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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 to use and great customer service.

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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Spot on and always available.

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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Salesgenie seemed more intuitive and knowledgeable account manager that handled my account. He quickly assisted my company needs and made recommendations based on the information I provided him

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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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• Positive, I was able to generate about three more proposals a week
• Positive nice organization to establish a call list
• Nice structure, great way to target hot or cold leads. Great way to get your feet wet

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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