Close CRM vs. Regie.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

If you are looking to save time on writing cold sequences Regie.ai is perfect, it absolutely cuts down on the time it takes to draft a fully-fledged cold sequence. However if you are looking for it to produce ready-to-go sequences you can just plug and play it is not at that level yet, you do need to edit the sequences to get them ready to send.

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

• Scripts for various titled personas
• Ensures that emails have the best wording
• Prevents emails from being too wordy
• Prevents emails from not being too vague

Incentivized

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

Incentivized

• Still sounds like a computer sometimes
• Plugin can be glitchy
• Not always necessary

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

Very simple to use and has a very helpful plugin

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

Chat GPT I don't feel like it's as user-friendly. It works for a quick post, but not for sequences and for ongoing uses. As well I don't feel it is industry specific and is more focused on social media influencers versus the business world.

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

• Better reply rates
• Quicker email responses
• Quality of emails

Incentivized