Close CRM vs. Telonium

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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Telonium enables us to keep your voice systems automated, allowing us to receive all incoming calls and route them to the appropriate person in your office. We are notified whenever a voicemail message is left on your desk. You can play the voicemail without dialing if you receive an e-mail notification.We can customize our phone system from anywhere. There is no need to schedule a technician to visit your site and make adjustments because all phones are delivered ready to connect. We can use this program to prevent unsolicited telemarketers and phone calls from reaching our phones. It is the ideal solution for a better and safer phone service, with a high percentage of filtered calls in our favor. Telonium makes it as simple as possible for us to launch or relocate your service. When our customers and prospects call you, we only need to provide a few pieces of information, and Telonium will handle the rest. When you need to make changes to your system, all it takes is a phone call or a visit to a customer web portal to make immediate changes.However a high-speed Internet connection is required at the location where the phone will be used.

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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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• The control panel function is very good because we can see the progress and work of the agents, individually and also as a group with the different work teams.
• We have found the call scripts very useful, especially with new agents who still don't know very well how to conduct the conversation with customers.
• I think the omnichannel support is great because all the communication channels are in the same program, which makes our work easier.

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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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• It should include video

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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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Using our Customer Portal, you can customize your phone system from anywhere - all phones are delivered ready to connect! There is no longer any need to schedule a technician to come to your site and make adjustments. Automated operators enable automated systems to accept all incoming calls and route them to the appropriate person in your office.

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Independently Invited by TrustRadius

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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 can see how our agents and customer service staff have become more focused on their tasks and have been more effective and successful in resolving customer requests. The system is quite easy to install and use, so we didn't have any inconvenience, so without a doubt, our profit margin increased.

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