Close CRM vs. Marchex

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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The Marchex platform is suitable for you to draw conclusions on how to approach your users. It also helps you with conversational improvements and data analysis. I recommend if you already have a large user base who buy your service and are always asking for explanations to hire Marchex for sure

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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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• Marchex does exactly what you need it to do. It allows businesses to quickly and effectively create online and offline call-tracking numbers to measure marketing performance.
• Marchex offers a variety of additional options, features, and capabilities outside of their core business model, which is call tracking. These business offerings appeal to smaller businesses, since they are primarily an enterprise-level call-tracking platform.
• Marchex allows you to listen and mark phone calls based on whether or not they lead to a conversion, if you business has the time to manage this process, it is an effective way to determine which source/mediums are providing the highest inside-conversion rate.

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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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• Although customer support is only a phone call away, trouble shooting was not their strongest area. There was usually only one person who could help with technical support and getting past the gate keepers to talk to that person was not easy.
• Salesmen were difficult to get in touch with. You think it would be easy to negotiate a contract to add more services but this proved to be a difficult task as well.
• Online reporting could use improvement. If you wanted to sift through data you had to download a spreadsheet to manipulate the data. Very little beyond simple reporting could be accomplished on their platform.

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We renew Marchex each year, we love it! It's a great investment. It's woven into a few of our products that we offer our clients so we wouldn't stop using it any time soon. The clients are big fans of it

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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I love how easy it is to listen to calls, filter and export reports for clients. Super happy with the services that are provided for me!

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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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• Quick and easy distribution of phone numbers with city specific area codes
• Easy to set up after business hours and alternative forwarding numbers
• It has been very helpful in showing clients how their staff answers the phone and where there is opportunity for more training

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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