Close CRM vs. Paypro Workforce Management

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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Paypro Workforce Management has custom report building that is easy to use and manipulate for data you need to pull. The onboarding system is overly complicated and not user friendly. Workflows are overly complicated and a workflow for PAFs is non-existent, causing our company to have to use paper PAF forms.

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Invited by TrustRadius (TR) on Vendor's Behalf

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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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Independently Invited by TrustRadius

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• Setting up new employees is very easy and only takes a couple of minutes.
• We have union and non-union employees, and we have both salaried and hourly employees. Workforce One lets us set up rules based on the union CBA, our office holiday schedule, etc., so we don't have to make many adjustments to timesheets when we have situations that deviate from the norm. The rules kick in and handle the situation for us.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

• Make it so one can set the time at which the emails go out.
• Make it easier to set up my workflow.

Incentivized

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

• Report Writing: Canned reports are antiquated like a dinosaur. Users should be able to design their own reports like all other systems. Click and it's there. Currently, it's not at all what it can be.
• Very rigid with contract: meaning when a rule change and/or policy has changed the company is charged in order to make the change.
• Integration within the system. There are times when you change the information in the system then it randomly changes another section.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

We are very happy with the product, our experiences using the product, and the continued support that we have received from the Paypro staff. We fully intend to keep our relationship with Paypro on solid ground. We are not considering replacing this product.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

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.

Incentivized

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

The system is very thorough, has an efficient layout, and is very user-friendly. It can handle massive amounts of data and spit it out in manageable and useful chunks. We obtain tons of workable data from the various reports that the system can provide us. When it comes to payroll and HR, it can handle everything that you need.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

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.

Incentivized

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

I am always able to get an answer to my questions as soon as I ask. If there is an associate that can not answer my question - they will make sure that someone else helps me. The company is very responsive.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

The Paypro team was organized, professional, kept you on the budgeted timeline, followed up, was patient, experienced and truly cared. You would never think there were understaffed!

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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. TR verified that a representative sample of customers was invited. More Info

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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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

We have used in-house systems, ADP Total Source, and Valiant Services. This system, in my opinion, is more user-friendly and faster than others. We have more control on our end to process with flexibility that other systems just did not offer.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info

• 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.

Incentivized

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

• Workforce save time in processing . The company can manage the payroll , process by one employee. The company used to have two employees to split the whole company dept; now one employee can manage the whole process.
• It's cheaper than other payroll company.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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. TR verified that a representative sample of customers was invited. More Info