Close CRM vs. TeleCMI

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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Telecmi is well suited for managing customer support and sales team with remote and distributed support, offering clear tracking and seamless CRM integration. It's less ideal for organizations needing deep video conferencing features or highly customized workflows beyond voice and messaging . It's realtime call analytics and call routing makes it great for high volume call center

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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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• seamless call routing
• CRM integration
• call recording and monitoring
• Realtime analytics and report

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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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• Mobile app functionality
• User interface complexity
• Limited customization for report

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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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The platform is intuitive and feature-rich, making it easy to manage call, track performance and integrate with CRM. However that slight room for improvement is simplifying the dashboard for new users and enhancing mobile experience. The learning curve is short for most team members, and support resources are readily available.

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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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Telecmi offer more modern, user-friendly interface with real time analytics, better uptime, and seamless API integration compared to MyOperator and knowlarity. It's ideal for start ups a nd heavy tech- savy teams needing flexibility and fast deployment. We choose telecmi for its reliable performance, intuitive features and cost-effective scalability. Thier support team is also highly responsive

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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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• Increased team efficiency
• Improved customer experience
• Cost saving and ROI

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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