Close CRM vs. Streamsend (discontinued)

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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The best scenarios would be email marketing campaigns such as eBlasts, Evites and newsletter/notifications. I believe Streamsend would be less appropriate for overall branding campaign and strategy.

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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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• Streamsend reports allows us to see who is opening our email blasts and it even pinpoints how many viewers then go onto look at our social media sites and website.
• Streamsend allows you to go back and review past email blasts. This prevents me from creating marketing material similar to what I have done in the past.
• The site shows you who's email address was undeliverable. This helps me to weed out any old e-mails or individuals who requested to block the blasts.

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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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• Easier ability to delete old subscriber lists.
• Notification when emails for the month are running low.

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The renewal process is easy and doesn't require much thought. Our accounting team already has Streamsend as an approved vendor. We are happy with Streamsend and how it works. Switching email systems would require training and a learning curve that will be difficult to schedule in a busy department. The quality and reliability of Streamsend is something our team and attorneys trust.

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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 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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I do not like the Constant Contact interface at all, and find Streamsend to be a modern and suitable alternative to the popular MailChimp.

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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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• I saw an impact on our ROI when using Streamsend for our weekly newsletters, since we used them as a redirect back to our website for new business
• The only negative impact I can think of would be the loss of some our registrants through our email database. Some thought that we sent out Eblasts and newsletters to frequently.
• It did help with faster lead conversion as we saw higher traffic and visitors to our website through direct click-through from our email campaigns

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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