Close CRM vs. LevelEleven

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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I like this product since it has been the best locater of excellent performing members from each department. It scales down all KPIs providing the guidelines to all employees on how they can improve performance and increase production in their roles. Revenue collected from sales is budgeted as per department production to motivate the best performing department. It is easy to customize templates from this platform to suit sales demands and promote marketing.

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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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• Set individualized goals.
• Measure pacing towards goal, and what needs to change to hit goal.
• Structure 1-1 and other feedback forms in a digestible, formal way rather than Google Docs.

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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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• Casting Capabilities. LevelEleven is a complex program and can't be cast to multiple TV screens via Chromecast.
• Every Splash action needs to be built as it's own Process in Salesforce.
• Improve UI of Salesforce Contest Engine.

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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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Support is amazing! You are going to be well taken care of! Our CSM would always do monthly calls with us(not a lot of Customer success teams do that). Educating on new features, training new team members, re-training existing team members, suggesting strategies to utilize tool 100% Their response time was always super quick!

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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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The operation of this platform in monitoring daily performance has contributed to employee motivation. It has all the lead tools that have marketed our products and services from various platforms. Data collected from departments is used to build networking channels that attract customers. Results have improved due to increased production and employee satisfaction. LevelEleven has promoted positive competition in both internal operations and the external environment.

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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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• The business value has come from productivity from our ADR's. Being able to track metrics and gamify has led to a higher number of conversations and meetings set.
• We tried using the coaching aspect of the tool for performance reviews and it was more buggy than expected. It wasted time rather than getting the information from our reps to managers.

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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