Close CRM vs. Mutiny

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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B2B website optimization is where Mutiny shines. However, you would need a certain level of traffic to justify the investment. Mutiny currently does not support outside the web like in-app and it's also not made for B2C. There are other experimentation tools out there that are a better fit for those areas.

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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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• B2B Personalization. Many out-of-the-box audience segmentation options as well as integration options with tools like 6sense, Clearbit, Salesforce, Marketo, HubSpot, and Segment.
• No need for engineering resources. Their simple, yet powerful visual experience editor as well as out-of-the-box functionalities like banners, side pops, survey modals and exit-intent modals let you create experiences without engineering.
• Segment analyzer. They automatically suggest to you which segments have a high potential for improvement and recommend you a playbook from another Mutiny client to execute on successful use cases.

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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 reporting functionalities are limited and it's hard to do a deep dive.
• Occasional bugs but nothing too major. Their support team is great to help resolve issues quickly.

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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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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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Mutiny makes it much simpler to execute personalization activities and A/B tests compared to big names out there like Optimizely and Adobe Target. The Mutiny team specifically tackled that hurdle that many marketers face when using these kinds of tools. They honed in on executing the "without the need for engineering" pieces. Note that Optimizely and Target both have WYSIWIG functionalities as well, it's just that Mutiny makes it easier to make changes, even with some AI-suggested copy recommendations. That being said, Optimizely and Adobe Target have more advanced features for A/B testing and AI/ML decision-making.

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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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• Leads for our biggest target segment has more than doubled on the homepage.
• We were able to add 100+ leads per month through their out of box banner feature.

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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