Close CRM vs. Orum

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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Orum is especially well-suited for companies that have high top-of-funnel activity metrics. High-velocity and high-volume sales are more easily facilitated by Orum. Orum is especially useful for industries where cold calling still means conversion. Orum is a must-have in any early-stage startup's tech stack.

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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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• Streamlines the dialing process. Reps can easily move from dialing one prospect to the next.
• Easily integrates with Outreach & Salesforce to ensure the correct data is fed to the correct Rep at the correct time.
• Gives our leadership the ability to listen & coach on live calls
• Easily manage users within the app - licensing and permissions are simple.

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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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• Calls get cut off more regularly than I would expect. I am not sure if that is an issue on Orum's end, but I don't think it is a network issue either so I am not sure why.
• In the search lists, it would be nice if we could add favorite cadences or separate by our own.

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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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Very easy to pick up and use. I was involved in the trial phase all the way through to implementation, and actually defined the internal Orum process for the company. Given my involvement I was very hands on and involved in training the bulk of the team, and found that many if not all users picked the tool up very quickly and it was very easy to document the process due to the usability. The only sticking point tended to be the CRM integration for loading in contacts to lists as this was a little bit fiddly, however the actual tool is super easy to use

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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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I have not needed to interact with their support team yet, so I cannot give a valid response. So far, their tool is simple and straightforward to use.

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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I have both Orum and Outreach but use Orum for instances where I need to call at scale. Outreach is designed for one-off calls but does not have nearly the breadth and quality of resources for dialing at scale that Orum does.

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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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• As a BDR, setting meetings is how I get most of my Bonus, and Orum has allowed me to do this more easily by reaching more prospects
• Whereas before I may only be able to make 500 calls a week if I really grinded, I can make 1,000+ calls a week using Orum even easier
• Orum's masking of my number has allowed me to get on the phone with folks that had seemingly been ghosting me for months, which has allowed me to grow my business

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