Close CRM vs. N.Rich

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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Well suited when there is a product to attach to the NRich efforts. Less appropriate when there is not--or a thought leadership campaign.

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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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• Integration with Salesforce.com
• Easy ad setup
• Intuitive dashboards
• Ease of target/segment uploads
• Intent Dashboard is extremely valuable

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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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• Would like more flexibility in amount of characters for digital/cross-channel ad copy
• Would like a longer log-in time. I feel I get signed out too quickly.
• System can sometimes be glitchy and dashboards fail to populate

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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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NRich is clearly superior in terms of efficiency and overall customer reach.

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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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• Huge ROI for campaigns with products attached
• Allows us to get our message in front of customers--especially during the COVID pandemic where we were unable to be in person with customers
• Allows us to standardize our ABM marketing efforts across multiple campaigns.

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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