Close CRM vs. Salesforce Mobile

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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It is well-suited for use cases where you already use Salesforce as a CRM, as it works hand in hand. Also, it can connect to Slack and supports Mulesoft integrations, making it an all-in-one ecosystem. For use cases like ours, where field service reps need an app to add work notes or enter their absences, etc., the app works great.

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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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• Clicking an address deep-links directly into Google Maps, eliminating the need to copy-paste data between apps while driving.
• The app handles technical payroll jargon surprisingly well. I can dictate a meeting summary while walking back to my car, and it saves as a formatted note.
• Log calls and emails immediately after they happen.

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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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• Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for.
• This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation.

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We have to have it !! We love the product and most of us use it everyday - many times daily !!

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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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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

The mobile is usable for all the smaller tasks also from the developer we can make them create button from which we can trigger automations, the app is used for on the go updates to the crm. The log in process is simple, it also has offline capabilities which is a plus point.

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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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I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.

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It went great - need more discovery next time

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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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I haven't tried another service yet, therefore I can't give a comparative example from another software. Nevertheless, I can say that the experience that I had so far is pretty amazing. I am able to do things for my job without the need of a laptop, like I can be walking around a city where I am visiting potential clients and check all the data that we have on the way there. It really boosts my productivity.

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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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• Reduces the amount of times i need to get in the computer during weekends (to check stuff)
• Reduces the heaviness of my bag when im doing field sales
• no negatives, if it had i would just do it in the computer

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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