Close CRM vs. Flockjay

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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I think Flockjay is valuable for any organization of any size. We've seen tremendous value, especially compared to legacy LMS & CMS platforms like Highspot and Showpad. I give any enablement professional my highest possible Flockjay recommendation.

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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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Independently Invited by TrustRadius

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• I can appreciate the level of detail available in the consumption reports to allow me to validate progress per learner
• The platform is user-friendly, and most of my participants feel that it is simple to navigate to find the assets they are searching for in the just-in-time training
• The exam functionality and visibility for my managers to partner with me in the onboarding experience is key.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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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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Independently Invited by TrustRadius

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• The user interface has some navigation problems, especially within the learning paths where the flow is not always intuitive.
• the autosave feature is not available when creating courses and learning paths, causing potential loss of work
• integrations with major CRM platforms could be improved to ensure smoother synchronization of data

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Invited by TrustRadius (TR) on Vendor's Behalf

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

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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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

It has an amazing UI. Also with a easy learning curve, it is pretty easy to understand and use. It took us a week to get used to the platform as such. I love how easy it is to streamline your tasks.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

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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Independently Invited by TrustRadius

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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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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

Flockjay is the solutions we went with because it offers a complete package for our sales team. We felt that whilst the other solutions could help the team with training, we felt that Flockjay could help the team engage better due to the interactive learning and real-time feedback. Unlike SalesHood, Flockjay is more personalised and engaging. Also compared to Seismic or MindTickle, Flockjay’s focus on teamwork means we learn from each other, not just from the platform. Ease of use is also important, it keeps us engaged and learning all the time

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Invited by TrustRadius (TR) on Vendor's Behalf

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

• 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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Independently Invited by TrustRadius

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• It seems to have positively impacted internal adoption of sales procedures.
• MAU (monthly active users) has dropped precipitously in the customer community compared to our previous LMS. We can't get people to signup for the new platform.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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