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.

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If anyone is looking to pile up the list of email lists to send out e-blast or cold messages, I would highly recommend Jeeva AI. However, if anyone needs more of organic work, I would recommend using Jeeva AI to collect contact information, but do the work manually.

• 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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• Finding specific leads according to descriptions provided
• Allowing customers to experience Jeeva AI by offering free credits
• Following up with leads

• 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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• You run out of credits very fast, they charge per email sent. The credits should be for lead generation not emailing.
• Incorporate delivery results, bounce results, mailer unfound results, etc... We can not see any of those metrics.
• Incorporate a text sequence campaign as well. To be one stop shop for contacting all ways.

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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Jeeva is composed of individual products / features that form a robust, automation-based, outbound system when combined. Parts of the tech stack within Jeeva itself – can be difficult to work with independently. Some of what the individual products provided makes you ask why? Why was this individual product / feature implemented

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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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Jeeva AI is less straightforward than Sales Nav. It seems that it is trying to be everything that Sales Nav is, but not quite achieving it yet. The customer service for Linkedin is far superior to Jeeva's. Jeeva's team refused to give me a refund on my first month's subscription despite their refund policy clearly stating that I was entitled to it. This has never happened before with Linkedin Sales Nav.

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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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• We just started and was great for lead generation
• Those leads we can manually email them or call them
• Our sequence campaigns are barely 1 email in, looking forward to see if we get any traction on the last 2 sequences