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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Close CRM

    Score7.9 out of 10
    N/AClose.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.

    $19

    per month includes 1 user

    Egnyte

    Score9.3 out of 10
    N/AEgnyte provides a unified content security and governance solution for collaboration, data security, compliance, and threat detection for multicloud businesses. More than 16,000 organizations trust Egnyte to reduce risks and IT complexity, prevent ransomware and IP theft, and boost employee productivity on any app, any cloud, anywhere.

    $25

    per month

    Pricing
    Close CRMEgnyte
    Editions & Modules
    Solo
    $9
    per month (paid annually) per user
    Essentials
    $35
    per month (paid annually) per user
    Growth
    $99
    per month (paid annually) per user
    Scale
    $139
    per month (paid annually) per user
    Team (1-10 employees)
    $10
    per employee/per month
    Business (10-100 employees)
    $20
    per employee/per month
    Enterprise (50+ employees)
    Contact sales team
    Offerings
    Pricing Offerings
    Close CRMEgnyte
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional DetailsThe pricing listed here reflects up to a 35% discount for paying annually. Monthly billing is available at of $19 per user for the Solo plan (only 1 user allowed), $49 per user for the Essentials plan, $109 per user for the Growth plan, and $149 per user for the Scale plan.—
    More Pricing Information
    Community Pulse
    Close CRMEgnyte
    Considered Both Products
    Close
    No answer on this topic
    Egnyte
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    15 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    14 Answers
    Happy with the feature set
    No answers on this topic
    93%
    Happy with the feature set
    14 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    10 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    11 Answers
    Features
    Close CRMEgnyte
    Sales Force Automation
    Comparison of Sales Force Automation features of Close CRM and Egnyte
    Feature
    Close CRM
    8.9
    8 Ratings
    13% above category average
    Egnyte
    -
    Ratings
    Customer data management / contact management8.08 Ratings00 Ratings
    Workflow management7.78 Ratings00 Ratings
    Territory management8.01 Ratings00 Ratings
    Opportunity management10.06 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)9.38 Ratings00 Ratings
    Contract management10.01 Ratings00 Ratings
    Interaction tracking8.38 Ratings00 Ratings
    Channel / partner relationship management9.73 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Close CRM and Egnyte
    Feature
    Close CRM
    8.5
    6 Ratings
    10% above category average
    Egnyte
    -
    Ratings
    Case management8.03 Ratings00 Ratings
    Call center management7.45 Ratings00 Ratings
    Help desk management10.02 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Close CRM and Egnyte
    Feature
    Close CRM
    9.0
    6 Ratings
    15% above category average
    Egnyte
    -
    Ratings
    Lead management8.76 Ratings00 Ratings
    Email marketing9.35 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Close CRM and Egnyte
    Feature
    Close CRM
    7.9
    6 Ratings
    3% above category average
    Egnyte
    -
    Ratings
    Task management8.35 Ratings00 Ratings
    Billing and invoicing management10.01 Ratings00 Ratings
    Reporting5.45 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Close CRM and Egnyte
    Feature
    Close CRM
    7.5
    6 Ratings
    2% below category average
    Egnyte
    -
    Ratings
    Forecasting10.01 Ratings00 Ratings
    Pipeline visualization8.06 Ratings00 Ratings
    Customizable reports4.44 Ratings00 Ratings
    Customization
    Comparison of Customization features of Close CRM and Egnyte
    Feature
    Close CRM
    8.6
    8 Ratings
    12% above category average
    Egnyte
    -
    Ratings
    Custom fields10.07 Ratings00 Ratings
    Custom objects10.02 Ratings00 Ratings
    Scripting environment8.03 Ratings00 Ratings
    API for custom integration6.47 Ratings00 Ratings
    Security
    Comparison of Security features of Close CRM and Egnyte
    Feature
    Close CRM
    8.0
    8 Ratings
    5% below category average
    Egnyte
    -
    Ratings
    Single sign-on capability8.03 Ratings00 Ratings
    Role-based user permissions8.06 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Close CRM and Egnyte
    Feature
    Close CRM
    10.0
    1 Ratings
    28% above category average
    Egnyte
    -
    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 Close CRM and Egnyte
    Feature
    Close CRM
    6.4
    4 Ratings
    16% below category average
    Egnyte
    -
    Ratings
    Marketing automation6.44 Ratings00 Ratings
    Platform
    Comparison of Platform features of Close CRM and Egnyte
    Feature
    Close CRM
    10.0
    1 Ratings
    27% above category average
    Egnyte
    -
    Ratings
    Mobile access10.01 Ratings00 Ratings
    Best Alternatives
    Close CRMEgnyte
    Small Businesses
    Salesflare
    Score10 out of 10
    Dashpivot - By Sitemate
    Score10 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    Epicor ECM
    Score7.7 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Dashpivot - By Sitemate
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Close CRMEgnyte
    Likelihood to Recommend
    9.3
    (8 ratings)
    10.0
    (42 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (6 ratings)
    Usability
    8.7
    (3 ratings)
    10.0
    (7 ratings)
    Performance
    -
    (0 ratings)
    8.8
    (3 ratings)
    Support Rating
    9.3
    (3 ratings)
    7.7
    (4 ratings)
    User Testimonials
    Close CRMEgnyte
    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.
    Incentivized
    Read full review
    Egnyte
    Egynte is best suited for companies that SharePoint is not the best fit for. This includes managers unfamiliar with SharePoint specifically, and those really looking for a replacement for a file server in the more traditional Windows sense. SharePoint has more or less done away with any management that resembles Active Directory or File Explorer. Egnyte's web portal is incredibly straightforward. I would say Egnyte is less suited for companies that have licensing access to SharePoint already and do not have a ton of files or granular sharing and security needs
    Read full review
    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.
    Incentivized
    Read full review
    Egnyte
    • Sharing files externally with passwords, link expiration and granular control of permissions
    • File syncing across end-user devices using a client installed onto the computer for seamless integration for end-users as if they had mapped a drive directly to their machine
    • Implements 2FA for secure access
    Read full review
    Cons
    Close
    • Make it so one can set the time at which the emails go out.
    • Make it easier to set up my workflow.
    Incentivized
    Read full review
    Egnyte
    • The main drawback of the system that it is lacking in managing the uploading of large or huge files, even though the large files can be easily downloadable but the upload takes a lot of time.
    • While uploading the system sometimes starts lagging and the file after sometimes needs to upload again.
    • Egnyte is lacking in syncing multiple platforms at the same time. It gives access to one platform at a time which somehow hinders the work while migrating a large amount of data.
    Incentivized
    Read full review
    Likelihood to Renew
    Close
    No answers on this topic
    Egnyte
    We found that usage of Egnyte in our supported clients, with sufficient bandwidth, provided all the features and stability we required. The billing setup was fair and the support provided was ample for end users and well as our in house admins. There was a concern about high usage clients but this was taken into account during the vetting process.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Egnyte
    Really easy to use the interface. The web browser is very intuitive and I have not had any notable issues with this. It's easy to work on documents as a team, and the only issues we have to tend to come with Apple apps and downloading large files to WebEdit. It's very similar to the filing systems that come on Apple and Windows devices so not a steep learning curve.
    Incentivized
    Read full review
    Performance
    Close
    No answers on this topic
    Egnyte
    Egnyte works very well across all platforms and as an add-on to other programs. Load time is close to nothing. Reports can be made in no time as well. All in all no performance issues. We can see that it depends on the local network connection. If you're running with fiber there won't be any issues.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Egnyte
    I never had to reach out to customer support for Egnyte. I don't know any coworkers who have had to reach out to Egnyte for support either. As far as I am concerned, the support team is doing a good job since I have not had to reach out to them.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Egnyte
    At the time when this was implemented (over 5 years ago and still in production), there were issues with syncing and reliability that Egnyte did not have, and have continued to impress with. Other providers have improved a lot and Egnyte is fairly costly, but switching costs would be high to move away from it to similar solutions.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Egnyte
    • Allows us to easily communicate important data securely with other offices (not just sending via email)
    • It allows everyone in our office to be working on the same information at the same time
    • It meshes so well with salesforce that I can't really picture what our practice would look like if we didn't have the combination.
    Incentivized
    Read full review
    ScreenShots

    Close CRM Screenshots

    Screenshot of Close's Inbox, which keeps sales team's emails, calls, and follow-ups in one unified view, so nothing slips through the cracks and every lead gets the attention it deserves.Screenshot of Close's Sales Pipeline, which offers a visual overview of every deal in progress, so your team can track opportunities, forecast revenue, and stay focused on moving deals forward.Screenshot of Close's Predictive Dialer. This automatically connects sales reps to live answers back-to-back, eliminating manual dialing and maximizing talk time to reach more prospects in less time.Screenshot of Close's Lead Profiles, which gives team a complete, centralized view of every contact, communication, and activity.Screenshot of Close's Smart Views, which prioritize leads with dynamic, customizable filters that keep sales teams focused.Screenshot of Close's Workflows, which automate repetitive sales tasks and follow-up sequences.