Close CRM vs. Piper the AI SDR by Qualified

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

Piper the AI SDR is perfect for a global marketing team who wants to have greater control over conversations that are happening on the website. She does an excellent job of qualifying leads and getting meetings booked. In addition she does an excellent job routing people to support and away from sales if that is not an area they are interested. There aren't many areas we have found Piper to be not appropriate. As we continue to hone in and improve her capabilities.

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

• Good insight into what product the prospect is interested in
• Engage the prospect when they are at the researching phase and form a human connection
• Know when prospects that you are actively targeting are on the website and use that in messaging

Incentivized

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

Incentivized

• Piper the AI SDR can get tripped up when someone asks a question we weren't prepared for. Example Does the webinar cost money? Of course not but we didn't specifically put anywhere that it doesn't, and she can get confused
• Piper the AI SDR can sometimes get overzealous and try do things she isn't able to like help someone download an ebook
• There are some trigger limitations for email but we are aware it is on the features roadmap

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

Overall it's a great product with new features coming out quarterly. With the help from our CSM the setup time was quick and painless and we were able to seamless transition our sales team out of qualified. We immediately saw a simplification in terms of the amount of upkeep our operations team had to do to keep branch tree logic updated and could then pivot to just focusing on improving our responses within Piper the AI SDR.

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

We chose Qualified over their competitors because of our interactions with their team and the product. Their team made it feel like this was a partnership and that we weren't just some other customer. Implementation was fast and the tool is very user-friendly. Their customer support is next level and we really appreciate that. All in all, we love their implementation time and great service

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

• Useful to attract new consumers.
• Take steps to expand the portfolio of projects.
• To increase conversion rates, use visualization and live chat in addition to voice calls.
• Save time for engineering and contracting teams.
• Enable artificial intelligence to forecast purchase intent so sales professionals can focus on accounts that are ready to buy.
• Drive lead generation, pipeline, and revenue for sales and marketing teams.

Incentivized