Close CRM vs. Persana AI

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.

Incentivized

We find Persana AI effective for outreach. One of the benefits is the speed with which we can now launch campaigns. Earlier, preparing prospect lists, enriching data, and gathering context used to take time. With Persana AI, this process has become faster for sure. Building the audience campaigns have also became quite easier for us. The tool isn’t really built for ROI calculation, and that’s something we’ve noticed in our usage.

Incentivized

• 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.

Incentivized

• They have accurate lead enrichment. This reduces manual research and saves time.
• The insights they provide are quite helpful while reaching out. This has helped us a lot in response rate
• Seamless CRM integration.
• Segmentation and targeting have also become much easier.

Incentivized

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

Incentivized

• Some niche industries and regional markets are not covered.
• UI could be more better. We find a bit difficult in filtering large datasets.
• AI generated suggestions can be better. We find them quite generic. They can be more engaging and energetic.

Incentivized

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

Some features, like filtering and finding leads, are pretty simple, but others take a bit of time to figure out. For someone new, the UI can feel a little overwhelming at first. Once you spend some time with it, it gets smoother, but it’s not as easy or intuitive as it could be.

Incentivized

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

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.

Incentivized

Both the tools offer similar features for things like data enrichment and prospecting. But the main reason to go with Persana AI was cost. Even though Clay is also a strong tool, Persana AI gave us a good balance of functionality and price, so we decided to go with it.

Incentivized

• 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

• Positive Impact - Speed and efficiency on the revenue generation teams
• Higher response rate due to personalisation

Incentivized