Close CRM vs. LeadGenius

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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LeadGenius is great for any company that has very specific, niche leads they need to generate (like we do). If you have a broader audience, I would recommend using a simpler, cheaper platform that simply scrapes LInkedIn for some keywords you've entered. For us, we need specific titles from specific types of companies (i.e. software companies that could use an email API).

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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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• LeadGenius has gone out of their way to help us find leads for fairly obscure markets. LeadGenius combines AI with personal vetting to find hundreds and thousands of leads for us that other automated lead gen platforms that simply scrape LinkedIn or the web cannot find.
• If you need any custom work done for you outside of the platform, LeadGenius is willing to help with that where other platforms are not (with other lead gen platforms, either you use the system as-is despite it's shortcomings, or not at all).

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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 platform loads a little slowly and has little quirks. If you create a ton of segments, it can be hard to organize them. If you archive old ones you can't view them anymore (but Leadgenius has access on the backend and can send your data to you).

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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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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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Growlabs used too many generic search parameters and had too many system bugs - but they're early and I'm confident their product will get stronger.

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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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• LeadGenius has been one of the main sources of leads for us over the past 6 months. There's a longer lead nurture cycle (since they're cold, outbound leads as opposed to inbound), but they do convert to customers for us.

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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