Close CRM vs. Pure Chat by Ruby

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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Chat is nothing new but the ease of use and functionality is key, that being said Pure Chat nails it across the board. We use the chat across our website and ad pages. Don't see a situation where this effective tool would be less appropriate, consumers want instant information and instant connection, chat provides both without being tied up on the phone

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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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• Online chat
• Multiple websites, multiple users
• Supervisor feature

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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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• Transcripts that could generate in a PDF or Word doc rather than .txt file, option would be nice
• Chat is straight forward so not much room for improvement, we're happy with the service, functionality, and ease of use.

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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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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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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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Didn't see much pros and cons comparing Pure Chat and Olark. They all do the job. However, Pure Chat is free to use on basic functions.

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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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• Instant connection with our clients and prospects
• Expanded our ability to increase client contact efficiency
• Allows us to stay up to date with the ever changing demand of consumers

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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