Close CRM vs. Bluebirds by Salesforce

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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so one particular use case that comes to mind is in a manufacturing ERP base solution where you have the data of your previous sales orders and purchase orders. You can use Bluebirds to analyse that data and come up with insights about how to manage your sales or how to obtain more leads based on the trend of products that have been sold in the previous quarter or year

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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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• Its integration with Agent force is really amazing. Using the context by which the Agent AI has been trained, and then converting those two actual sales leads is something that Bluebirds does efficiently.

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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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• Honestly, I think Bluebirds does an amazing job as an augmentation on top of existing CRM, but like the functionalities it provides with the Salesforce CRM is a lot more sophisticated if you integrated with some other external vendors like Oracle or SAP. If integration were to be made more suitable with cross products, other than the Salesforce cloud itself, this will be probably the best Agent AI sales CRM augmentation product in the market.

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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 think Bluebirds is definitely one of the few products out there that provides this amazing integration with existing CRM solutions which requires minimal to no expertise in order to set up so this can be used by software engineers as well as business analyst . I like to ensure they can process or create leads from here, data and also this reduces the dependency on specific tools or the training required to learn these tools so that the cost incurred by the company is reduced as they are spending only on one tool now and at the same time, we are able to cut the manual labour to minimum.

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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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Because of its easy integration with Agent force Bluebirds is really useful. If you are already working with Salesforce ERP, that’s what we have been doing for. I think for the past 10 to 15 years, Bluebirds is probably the best option out there. Bluebirds is kind of helping in modernising the Agent based CRM era

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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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