Close CRM vs. RMail

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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RMail is great for sending emails with information that is sensitive but that the recipient is not going to put a lot of work into retrieving. I do psychological evaluations for criminal courts and I use it to send reports to courts and attorneys. I need to use something compatible with HIPAA privacy rules, which courts and attorneys are typically not as concerned about. If they had to use a password or go to an outside web address to retrieve the email, they wouldn't do it. It's also common for an attorney to say they didn't get an email, but I always know if they did or not, and I have clear documentation of it, which is important in legal cases.

• 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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• Read receipts tell you the time a message was actually opened
• The electronic signature feature is nice, and usually not included with these types of services
• Many times, a recipient doesn't need a password to open their email. RMail leverages TLS technology in most cases
• Recipients do have the option of creating an account, but generally they don't need to
• Outlook integration is very easy to set up
• Gmail integration within Chrome is pretty amazing

• 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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• Program plug-in crashes on occasion.
• Issues can arise if your computer's clock is not synced to RMail's time servers.
• Setup was initially tedious (but has gotten much better since 2019).

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I don't think RPost has any competition, at least none that I can use. I think that once registered email becomes widely accepted (someday soon?), it will be indispensable for anyone in business, and RPost is the leading vendor (maybe the only vendor).

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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It is as simple as downloading a plug-in or installing a chrome extension, then you click a button to use it. The interface is straightforward.

Works well routinely without problems.

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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Support is easy to access via email or phone. They also reach out to you periodically with new features, but they aren't intrusive about it. I usually appreciate it when I get an email from RMail, which is not very often.

Works great.

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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RMail is really useful when wanting to send important encrypted information, and have control of what happens on the other end. It also comes with a complete set of features that help in any other way you can imagine. I've been through other products, and nothing compares to it.

• 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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• There's not much ROI, because we don't get it much cheaper than the list price.
• However, being able to offer this service strengthens our service offerings.