Close CRM vs. Saleshandy

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

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

My first time contacting SalesHandy the person in live chat answered all of my questions and understood me. I was very happy. The second time the person didn't understand me at all. That's when I became aware this wasn't an American company. I asked for the same person I got the first time and we started e-mailing, but he clearly didn't read what I wrote on two occasions, so he wasn't addressing my questions. This started to waste my time and frustrate me. Then the e-mails stopped coming and I had to keep e-mailing again trying to get a response, until they finally stopped altogether. I was literally just about to sign up for a paid account when this all happened. I told them I was going to go to their competition, and they didn't care, they just ignored me.

• 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

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

• The email drip campaign execution is simple to use and allows emails to be sent in 60-90seconds intervals which is very important when sending a big number of emails.
• They have a very easy to understand customization fields that allow the user to view each individual email before sending to check for any potential errors.
• Good integration of templates into the campaign set-up field with just a few clicks. Don't need to copy and paste.

Incentivized

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

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

Incentivized

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

• I am missing SalesHandy's integration with Box. Screen sharing and live presentation process can be made easier.

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

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

I assume (I still can't be 100% sure) that if they had cared about my business, it would have worked for what I needed it to do, which was track open e-mails and clicked links.

Due to me using the software for very long and their terrible customer service, this is why I rated them low. I did notice that when sending e-mails it does take a while for the e-mail to go through, but then the e-mail hits the inbox very quickly. Also, their site and live chat did have problems. I mentioned this to them and they eventually fixed the live chat, but then they ignored the site issues I had which is when I opened two tabs, one tab would show one thing, and the other tab an entirely different thing within my account. It was very confusing and wasted my time trying to figure out if what I had done actually saved.

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

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

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

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

I'm now searching for an alternative to SalesHandy

• 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

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

• Lead generation increased
• Sales Engagement saves a lot time