Close CRM vs. Mailbutler

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

Mailbutler is well suited to people who predominantly use their Mac for email. It adds a rich feature set to macOS Mail's native features. Mailbutler is less useful to people who frequently process email on iOS/iPadOS. Only a limited subset of Mailbutler's functionality is available on iOS/iPadOS as Apple doesn't currently provide a way for third parties to extend the iOS/iPadOS Mail app.

• 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

• Snoozing emails for later response or followup
• Reminding me to add attachments
• Allowing time for me to cancel sending an email

Incentivized

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

Incentivized

• Mailbutler occasionally conflicts with other macOS Mail plug-ins. Though, in most (if not all) cases the issue tends to be with other plugins.
• The Mail app for iOS/iPadOS doesn't support plugins, making it necessary to use Mailbutler's own app to access a limited subset of the functionality on macOS/iPadOS.

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

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

Support is generally very good. Occasionally the response time is a bit slower than I'd like.

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

I'm not aware of any other products that provide the same functionality within the macOS Mail client. There are some third-party email apps for macOS and iOS/iPadOS that have some of Mailbutler's features, but my preference is to stay with Apple's Mail client, partially for security reasons.

• 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

• Mailbutler's effect for me personally is unquantifiable - but it really helps me stay on top of the myriad emails that pass through my inbox each day.
• I would imagine that across a larger organization, Mailbutler's impact on overall productivity has the potential to be immense!

Incentivized