Close CRM vs. MyMedLeads

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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Even though at this stage I have been using MyMedLeads for several years, I honestly couldn't recommend it for any use case. We have actively been looking for a new CRM to replace it and should be moving away from MML in the near future. You can find a better CRM solution, even if you are using Nextech as your EMR

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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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• Ability to create a patient record within Nextech directly from MyMedLeads
• HIPPA-Compliant
• Good support team

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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 my opinion, horribly underdeveloped platform and feature set
• Bare-Bones CRM Functions
• I believe it is broken, untrustworthy reporting
• SMS marketing features recently shut down due to carrier issues
• I think it is difficult to use, inefficient UI
• No customization options
• Lead source not mapped to Nextech when converting leads
• I believe it is cumbersome, low-quality solutions for VOIP and Live Chat Integration
• Closed API

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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 think it is cumbersome, underdeveloped and outdated user interface with zero customization options.

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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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Good support from their team.

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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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• 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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• Lack of integrations with our other systems and closed API makes for a cumbersome and fragmented tech-stack at out practice
• Able to track ROAS of basic campaigns (Google Ads, Meta Ads)
• Barebones CRM features helps to support the staff
• I think it is barebones Marketing Automation helps with lead nurturing
• SMS Marketing was useful until it was shut down

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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