Close CRM vs. Salesforce Maps

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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This is best suited when there is territory management at the field or rep level. One can easily distribute the area/ locality, balance revenue, and optimize sales/outcome. However, this may be less appropriate for organizations that operate entirely on remote sales or for those where geographic location does not matter.

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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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• Drilling down from the map point, to account/work order/opportunity.

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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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• They just restructured their pricing model and we are ending our contract because of it - you have to pay for 10 users.
• The crossover with accounts and contacts are hard to map.
• The window sizes when navigating the maps are difficult to work with.

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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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It aligns well with business needs. We clearly get productivity gain, and its seamless integration with Salesforce makes things easier. The ability to visualize things and performance geographically helps us to make better decisions. It also saves us lots of time and effort and increases efficiency.

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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

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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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

Support was comical. It was barely available and the few times I did get help the language barrier was extraordinarily problematic

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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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Independently Invited by TrustRadius

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Allows for many more contacts to be loaded into the map.

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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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• For the first time, we were able to see donors on a map which was life-changing.
• Its allowed us to target donors on trips and other email campaigns when we haven’t been able to before.

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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