Close CRM vs. HeyReach

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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We use it for all of our LinkedIn outbound internally, and it only takes one employee to oversee. We have 5 senders, so something that would have previously taken a lot of coordination and education (writing SOPs, training the rest of the team, overseeing that they follow the process daily/weekly/monthly, etc.) is now handled by one person in a few hours every week. If you compare it to legacy, enterprise tools–it's a no brainer. For a fraction of the cost, you are getting the same (or significantly more) value and features, no complicated annual contract that ties you down. Not to mention that they have incredible customer service and content. I habitually speak with the founding team, have asked for features and then seen them in the product within days/weeks. You can't get that at any of the competitors.

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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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• LinkedIn Outreach at Large Scale
• Getting data from LinkedIn like people who interacted with the posts etc.
• Reply to the prospects all at one place
• Check the analytics for multiple accounts in one place
• Manage multiple LinkedIn Account at a single place

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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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• The master inbox could be improved (better hot keys, smoother experience)
• Probably on the roadmap, but the ability to create sub-sequences

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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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It is a very good tool especially the way they are improving themselves, as I have been using this platform before they even launched properly, & they are giving the requested features as well. The only thing is that as they scale, they need to have a better customer support team to handle the issues

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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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Many of the competitors aren't listed in TrustRadius. But there are dozens more. They are either very enterprise or quite new (small challenger companies). HeyReach makes the enterprise options look wildly pricey and unreasonable, and they stand out from the other challengers by their approach, content, and roadmap. I've used so many tools and HeyReach has definitely made its way into our standard rotation.

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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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• It is good for ROI if you have multiple accounts to connect as it is very cheap
• It is bad for ROI if you are looking to connect lesser accounts as there are better tools with same pricing at a smaller scale

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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