Close CRM vs. FlowUp

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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FlowUp is a well-suited tool for follow-up and marketing automation and it's worth giving a trial. This tool facilitates ease to engage with leads and customers more effectively and efficiently.

• 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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• FlowUp presents planning schemes to make sales and communications during jobs such as software development or to create contract plans after completion much easier than they would be without it, by offering direct communication methods for sending announcements, proposals, or simply interacting privately.

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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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• I haven't encountered any stumbling block while using FlowUp as it does what it's designed to achieve.

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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It's very outstanding for real-time sales reporting. Excellent with lead management. Efficient with email management. Customization of the dashboard.

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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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• There has been a big increase in the company's profit rate in the last quarter, and all thanks to the fact that we have started implementing Flowup for our commercial strategies, the reason for this being to be able to further expand our possibilities to reach potential clientele and other managers in the team.

Incentivized

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