Likelihood to Recommend 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.
Read full review Outreach is well suited for teams that need to do cold outbound to prospects. It's easy enough to create sequences that will use a variety of touchpoints (email, inMail, call, etc...). It's also easy to share sequences with team members to collaborate and the very best messaging. Outreach's integration over Salesforce and Gmail is also invaluable, without it each team member would probably spend hours per week clicking between tabs just to get to prospect information On the other hand, Outreach is not the best to help you create content, as of this writing there is no AI support. It is also worth noting that Outreach's permission structure can create a lot of confusion for team members and that untangling errors at times can become complex
Read full review Pros 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. Read full review Organization - I know when to make calls/emails/LinkedIn connections without having to overthink anything. Alignment - the colleagues I work with on my accounts can keep tabs on my activity so there is no redundancy or overcommunication. Ease of use - all my contacts are in one place, and sending automated emails I have built in my sequences give me so much time back in my day. Read full review Cons Make it so one can set the time at which the emails go out. Make it easier to set up my workflow. Joe Gatto VP of Marketing & International Business Development
Read full review Customer Service - zero support for small - medium businesses. Billing - billing is messy, and customer service for billing questions is pretty awful (if anyone is ever available). Bounce Rates - our bounce rates are through the roof when using Outreach which isn't a problem we have with HubSpot or Pardot. Read full review Likelihood to Renew I like Outreach, but I do wonder about new competitors that are 25-50% less expensive.
Read full review Usability 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.
Read full review The ease of use for outreach is next to none. Everything is clearly explained, you can hop on a call with their support team whenever, and it effortlessly integrates into your computer. You can do everything you need sales related on it, and the learning curve is small. I'd recommend it as a first and last CRM.
Read full review Support Rating 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.
Read full review The overall support of Outreach has been great. Whenever I have a problem, they were quick to fix it and typically respond within one business day. I don't typically have many requests for support because a lot of my questions can be answered through their knowledge panel. They have been fantastic to work with overall.
Read full review Online Training Lots of attention from the Outreach training team, with a great willingness to customize to our needs. To be clear, you get out what you put in. If you don't work with them, you'll get cookie-cutter training. But we asked for a lot of customization, and they delivered what we asked for.
Read full review Implementation Rating Although we required a special setup, the process was quick. But we paid a lot for the implementation and didn't use 33% of the hours we purchased.
Read full review Alternatives Considered 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.
Read full review We found that Outreach was superior to
Salesloft and
Gong , and a better fit for our organization for the following reasons:
User interface and overall experience: it's just a cleaner platform and easier to work in than the other two. Feature set: the other two tools had more bells and whistles, but sometimes less is more, and the core functionality of Outreach is preferable. Integration with Salesforce Price Customer support and training options are superior on Outreach Read full review Return on Investment 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. Read full review The huge positive impact it had was the team not needing to spend as much time as disengaged opps as they were engaged ones. We were able to set sequences to work with them while the team could focus on generating new leads or converting Opps. For an AE - post demo communication is important. With templates and snippets we could just click a few buttons and have a really nice email sent out with the relevant information and then the next several steps already planned out. This freed up time for us and even allowed us to take calls a lot sooner after demo's then before. For busy days this was very helpful. Read full review ScreenShots