Close CRM vs. Missive

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 fills the gap between large commercial softwares for large companies, and for small companies. Most email hosts are just basic until you start bringing in video calls, chat, etc. Missive has that and more, and I think is the #1 email choice for small companies.

• 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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• Collaborative emails/drafts.
• Media sharing is streamlined.
• Highly flexible to external software/services.

• 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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• Search functionality needs some work.

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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Independently Invited by TrustRadius

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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 can only compare to free services or to Outlook. I cannot go back to Outlook... Truly. Outlook hits all the right marks for a business, and Missive exceeds those marks and sets new standards. I joined a company that had already chosen Missive. I not only was able to pick it up intuitively, but I felt proficient at it within a couple of weeks and already felt my workflow and communication skyrocket.

• 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

Independently Invited by TrustRadius

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• Overall efficiency in our communication has probably tripled. We can draw a collaborative conclusion, in-office or remote, desktop or remote, within minutes assuming we are all available.
• We realize we are still "under-utilizing" this app. It can be a powerhouse if mastered.