Close CRM vs. PitchBook

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

Appropriate: We will use Pitchbook, for example, when we need to screen for companies in a certain sector or when a keyword gets a priced funding round (Seed, Series A, B, C). Screening of deal as a way to benchmark prices of potential investments Screening of potential LPs based on past investments Challenging: Quickly pull analyst commentary on certian companies/events. consensus sales or prices Analyse non venture deals. for example in biotech, licensing deals are key ways to create value and always analysed in detailed. We will probabaly use dealbook or Cortellis for this

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

• Historical deal dynamics detailing pricing and financing as well as which parties worked on the transaction
• Initial screenign on public and private comparables
• Breadth of private companie details including descriptions, financials, etc.
• Ability to filter / sort and eventually export details on private companies

Incentivized

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

Incentivized

• The price is insane. Most of their competitors are free, and those that aren't are less than 5% the price of PitchBook.
• The excel plugin is incredibly complicated and the formula builder function is awful. You cannot search easily to find formulas for things you don't already know (unless you ask support)
• The UI is old, and they are slow to innovate. They need to add in a new incredible feature in the next year or two or my firm might move on, as it's getting harder to justify the price when competitors get better every year (signalnfx!) and PitchBook doesn't.

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

I rely on PitchBook when researching potential investments, particularly in the tech and AI space. It’s an excellent tool for early-stage market analysis and becomes especially valuable when evaluating private or emerging startups. PitchBook provides all the essential company details—financials, funding history, valuations—which are critical for my work as an investment professional. The three points I took out is for the lack of market analysis framework and the lack of P&L data.

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

The overall support for PitchBook is about average. It is not excellent for two primary reasons. First, PitchBook can run slow from time to time, and I cannot copy and paste from the Chrome extension. I have found neither of those issues to be a function of the computer I am using. However, the PitchBook support team has proved helpful on several occasions.

Incentivized

did not participate

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

Really well - though I think Beauhurst has the edge on UK specific investments, and Bloomberg has the edge on immediate updates. I think PitchBook is better than fDi Markets though, I would definitely recommend purchasing a PitchBook license over fDi Markets - but in a policy area that isn’t considering international investment, I might go with Beauhurst.

Incentivized

we can give access to anyone interested

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

• It has allowed us to be more targeted in our sales campaigns.
• Great headhunting and market mapping data.
• We have been in a very difficult hiring market so it hasn't given me the ROI I would have hoped, but that isn't PitchBook's fault!

Incentivized