Close CRM vs. OneSpan Sign

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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OneSpan Sign is suited to many professional business situations. It is well used by the legal, security and compliance teams as well as many people within the financial functions. A lot of businesses have become very agile, and require a paperless environment to working. There are some companies and businesses who would prefer paper documents to be signed, which would not work as well as the paperless versions. I would use it in many different scenarios where I would prefer to have a paperless transaction

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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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• One can set up a workflow in which one can specify the order in which signatures have to be done.
• Customer service is great and always ready to go the extra mile.
• Pricing is very transparent, and there are no hidden charges.

• 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 capabilities can be improved by a great extent. We still can't search documents by name of the signatory
• Pricing seems a bit high when compared with other players in the market
• Data importing and exporting capabilities can be improved drastically

I don't see any reasons to change as their solution covers all my need for now. I could make even more integrations but that might be something that I will do down the road. I'm used to working with the interface and my data is all there as well.

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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Easy to use design and tool

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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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The product is so well designed and built that we rarely need to reach out to customer service. But we have reached out to them in case of downtime, and we have always gotten a satisfactory response. We never had to follow up, as customer service executives were very responsible.

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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My experience with OneSpan in the customer service has been very positive. However, since my experience with OneSpan is much more recent, most of my technical experience with OneSpan includes technical areas that were not available in other products at the time I was working with other products.

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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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• It has done what we got it for. It has made it much easier for our advisers to do business with clients in remote areas.
• It has significantly reduced the time that it used to take to open a new account.

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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