Close CRM vs. DidTheyReadIt

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Close CRM
Score 8.1 out of 10
N/A
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$49
per month includes 1 user
DidTheyReadIt
Score 5.0 out of 10
N/A
N/AN/A
Pricing
Close CRMDidTheyReadIt
Editions & Modules
Startup
$49
per month Includes 1 user
Professional
$299
per month Includes 3 users
Business
$699
per month Includes 5 users
No answers on this topic
Offerings
Pricing Offerings
Close CRMDidTheyReadIt
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details15% discount on annual pricing in addition to the month-to-month prices listed here.
More Pricing Information
Community Pulse
Close CRMDidTheyReadIt
Top Pros

No answers on this topic

Top Cons
Features
Close CRMDidTheyReadIt
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Close CRM
8.9
8 Ratings
15% above category average
DidTheyReadIt
-
Ratings
Customer data management / contact management8.18 Ratings00 Ratings
Workflow management7.88 Ratings00 Ratings
Territory management8.01 Ratings00 Ratings
Opportunity management10.06 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)9.48 Ratings00 Ratings
Contract management10.01 Ratings00 Ratings
Interaction tracking8.48 Ratings00 Ratings
Channel / partner relationship management9.73 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Close CRM
8.5
6 Ratings
13% above category average
DidTheyReadIt
-
Ratings
Case management8.03 Ratings00 Ratings
Call center management7.55 Ratings00 Ratings
Help desk management10.02 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Close CRM
9.1
6 Ratings
19% above category average
DidTheyReadIt
-
Ratings
Lead management8.86 Ratings00 Ratings
Email marketing9.45 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Close CRM
8.0
6 Ratings
5% above category average
DidTheyReadIt
-
Ratings
Task management8.45 Ratings00 Ratings
Billing and invoicing management10.01 Ratings00 Ratings
Reporting5.75 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Close CRM
7.6
6 Ratings
0% below category average
DidTheyReadIt
-
Ratings
Forecasting10.01 Ratings00 Ratings
Pipeline visualization8.26 Ratings00 Ratings
Customizable reports4.74 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Close CRM
8.6
8 Ratings
13% above category average
DidTheyReadIt
-
Ratings
Custom fields10.07 Ratings00 Ratings
Custom objects10.02 Ratings00 Ratings
Scripting environment8.03 Ratings00 Ratings
API for custom integration6.57 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Close CRM
8.1
8 Ratings
3% below category average
DidTheyReadIt
-
Ratings
Single sign-on capability8.03 Ratings00 Ratings
Role-based user permissions8.26 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Close CRM
10.0
1 Ratings
32% above category average
DidTheyReadIt
-
Ratings
Social data10.01 Ratings00 Ratings
Social engagement10.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Close CRM
6.5
4 Ratings
9% below category average
DidTheyReadIt
-
Ratings
Marketing automation6.54 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Close CRM
10.0
1 Ratings
29% above category average
DidTheyReadIt
-
Ratings
Mobile access10.01 Ratings00 Ratings
Best Alternatives
Close CRMDidTheyReadIt
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Mailtrack
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Score 8.4 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Mailtrack
Mailtrack
Score 8.4 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Groove, a Clari company
Groove, a Clari company
Score 8.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Close CRMDidTheyReadIt
Likelihood to Recommend
9.4
(8 ratings)
5.0
(1 ratings)
Usability
8.8
(3 ratings)
-
(0 ratings)
Support Rating
9.4
(3 ratings)
-
(0 ratings)
User Testimonials
Close CRMDidTheyReadIt
Likelihood to Recommend
Close
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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DidTheyReadIt.com, Ltd.
It does its job but there are better looking and easier to use tools to do it.
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Pros
Close
  • 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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DidTheyReadIt.com, Ltd.
  • Tracks opens well
  • Timely
  • Accurate
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Cons
Close
  • 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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DidTheyReadIt.com, Ltd.
  • Not the best looking UI
  • Looks old
  • Manual process where many competitors do this automatically.
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Usability
Close
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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DidTheyReadIt.com, Ltd.
No answers on this topic
Support Rating
Close
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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DidTheyReadIt.com, Ltd.
No answers on this topic
Alternatives Considered
Close
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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DidTheyReadIt.com, Ltd.
Outreach does a very good job and looks better, SalesLoft tracks more accurately and is easier to use.
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Return on Investment
Close
  • 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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DidTheyReadIt.com, Ltd.
  • Allowed me to know if emails were being received.
  • Allowed me to know if email addresses were valid.
  • Forced me to CC their program on every email I wanted tracked.
  • Prevented the receiver of the email from knowing the email was being tracked.
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ScreenShots

Close CRM Screenshots

Screenshot of All-in-one Close inboxScreenshot of Sales Funnel Report in CloseScreenshot of Call Assistant automatic transcription and summaryScreenshot of Built-in calling in Close