Close CRM vs. Loxo Talent Intelligence Platform

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's great if paying for full suite of products and if you had a limited footprint within a market and needed traction. It definitely lends itself to the next generation of recruiters and does leverage AI well. It's fast and generally a stable platform that is fairly intuitive to use from the outset

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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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• Candidate and contact information
• Email campaigns

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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 training could be significantly expanded
• Some of the "basics" covered on more legacy crm/ATS software not adequately addressed by Loxo
• The interview process on Loxo is not intuitive and feels underdeveloped

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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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[Loxo Recruitment Platform is] intuitive to learn and use[.] It would be better if you save searches, had mobile functionality, and had an easier to search the candidates with a NOT feature (not having specific attributes or an empty field)[.]

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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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Timely, caring, and knowledgeable

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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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Loxo was more of a multifaceted product that lends itself to multi client serach agency work

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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've seen stong ROI on certain candidate campaigns
• Strong on technically focussed searches where technologies and languages matter
• our passive candidates have more than doubled

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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