Close CRM vs. Slate for Admissions

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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I would recommend Slate, by Technolutions for any higher education institution, big or small. Though there is a higher cost associated with Slate than most other options, it's well worth the price. The level of detail that you're able to gather, maintain, and query on within your student data is far beyond anything I've experienced with other systems. These insights help you pinpoint areas for action and improvement so that you can pivot when necessary, helping you reach your enrollment goals quicker and more efficiently.

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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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• Managing contacts.
• Smart communications (drip email campaigns).
• Real-time data management.
• End-to-end control of product (or instance of).
• Allows for easy to implement segmentation via smart rules and queries (data sets).

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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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• Being able to have students register at an event without needing a wifi network
• Easier way to update records for individuals who move to a different organization
• Being able to start an application first without needing to immediately set up a user name and password.

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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's incredibly usable and easy to figure out. It's modern and does exactly what we need for it to do

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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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While I do wish they had actual representatives that we able to come to you for trainings for implementation and new users, I understand that a big draw is the money that is saved by instead investing in knowledgebase, which is it's online tutorials for different functions of Slate.

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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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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

We had been on Recruitment Plus- it has been sunsetted, so we were forced to move. I also looked at Fire Engine Red. Slate seemed far and away the most robust CRM/Admissions solution.

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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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• We aren't really a business, per se, but a nonprofit university. However, Slate[, by Technolutions] does allow us to easily sort applications into categories for different departments to review. And it provides a clear trail of who is looking at various documents when--and how long it takes to process them.