Close CRM vs. Jeeva AI

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

Jeeva AI is particularly good in finding qualified leads for sales efforts. One is able to even find emails and phone numbers, but the viability of these varies, and it all comes at a pretty significant cost. I wouldn't recommend it for its email marketing capability as it is very costly and hard to set up.

Incentivized

• 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

• Contact Enrichment
• Automated Outreach
• Lead Generation

Incentivized

• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

Incentivized

• Sometimes emails forget company names
• When I change the email in a campaign it sometimes doesn't work
• There are some campaigns that I can't edit after published

Incentivized

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

In our use cases, we're finding exactly what we need often with our first search. Because they pull from so many resources, and due to their parameters built in, finding current information is simple,. This is a well designed platform and is very user friendly. I've used dozens of resources similar to Jeeva AI and this by far is the best in use, and in value.

Incentivized

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

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

ChatGPT doesn't find leads. It only gives you direction on how to find leads. So, Jeeva skips that and just finds the leads for you, which is huge. Omnisend does a great job of generating emails and email campaigns. Jeeva implements the lead list that it generated and enters it directly into the campaign, so you don't have to do extra steps

Incentivized

• 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

• helping me send email campaigns better than any other software has
• finally helped me understand how to do outreach properly by breaking each step down when it comes to building campaigns.