Close CRM vs. SiftHub

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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Best suited for the scenarios where a Company receives a good number of RFP's/tenders or any questionnaires from their customers and there are different stakeholders internally who are responsible for entering the answers and approving it as well. Less appropriate where company has not maintained the documents or repository that is must for generating the relevant answers. Also companies which have lesser RFP participation may not use the tool that much

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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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• Sales Enablement
• AI Sales Assistant
• RFP

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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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• I use SiftHub for getting answers for different entities and the answer that I receive is not specific or related to the entity that I need answer for
• The web application can be made more user friendly as i use chrome extension more often than not as it is a bit complicated.
• Evidence attachment feature is missing. There are questionnaires that needs evidences to be attached that we are doing manually as of now

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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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Overall usability is ok. Lots of features and buttons everywhere, unsure what value each feature adds exactly.

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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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Independently Invited by TrustRadius

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Better UI Better Pricing Better Support Less complicated web application Ease of use of chrome extension

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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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Independently Invited by TrustRadius

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• Time saved in finding the best answers to a product question
• Controlled context environment enables low hallucination

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