Close CRM vs. Infer

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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It is ideal to expand the range of customers, to have an updated and optimized database with interested customers, and allows sales and marketing agents to work in achieving sales and not in the laborious task of finding customers. This software is very effective and delivers what it promises.

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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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• Provides insights on companies to help you infer if they would be a good fit to prospect into, or not
• Collects data on external sites very well

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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 user interface and all the information it generates on the main screen can be cumbersome.
• The learning curve is quite considerable and it takes a few hours of training to understand the system.
• The software becomes cumbersome when information needs to be passed to Salesforce.

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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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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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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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I believe that the two complement each other. Datanyze pulls off of a number of data points. Onsite it can pull technologies used (javascript based and also infrastructural), products offered, SEO ranking, and it even integrates with LinkedIn to pull names. Datanyze also has prospecting features - you can pull lists of companies based on technologies used, location, SEO (Alexa/changes with Alexa rank, SEO strategy, speed testing), SEM data points, industry, employee or revenue size, funding round dates and amounts, business segment, founding date, etc. It integrates with salesforce too so you can import leads directly into the system with the paid version. We bought for the scoring, but there is a lot that it can do.

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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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• Once adapted to the software, we have been able to get a lot out of it, as we have been able to increase sales with the leads we have found.
• Also, the sales department is more focused and works in a much more organized way, increasing their daily performance and productivity.

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