Close CRM vs. Mixmax

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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Mixmax is very useful for reaching out to multiple clients at once, when you have to send them a similar message and get that message out as quickly as possible. It is also great for scheduling emails to go out later, such as when you are Out of Office or want to send something during the weekend

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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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• I have been using this platform in my company to handling the email tracking and engaging with the emails, it is far most the best help that I can have to actually do my work to great extent.
• It helps me to create a pool in my own email inbox instead of creating in one system and then transferring it to others.
• It also has amazing feature which is totally automated.

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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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• In window templates do not always populate when composing a new email via Gmail.
• PDF preview is not always the best approach for sharing a PDF.
• Mixmax web app is cluttered for a new user - takes a little time to understand where everything is located in the web app.

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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Every time I have reached out to Mixmax I automatically get an email from a trained professional who has perfect insight into my issue with an understandable reason to why I am having and issue offers me a solution. The wait time is only around 5 minutes and they are always offering sympathy in certain situations.

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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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Tellwise is a bit more expensive $29/month/user and provides a bit more extended functionality for email and marketing automation. However, Mixmax's feature-set is still suitable for marketing automation and covers everything that is necessary for most sales for early-stage startups, for a much cheaper price (just $9/month/user for the "starter" plan).

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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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• Mixmax has probably saved me 2 or 3 business deals simply by having the "remind" feature because I didn't forget about the communication with the person.
• It saves 10% of my time from having to search through email to find important communications with business contacts.

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